The Emerging Markets Podcast by Tellimer

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Lee Buchheit and Patrick Curran discuss value recovery mechanisms and recent developments in the sovereign debt restructuring landscape

Join Tellimer’s Senior Economist Patrick Curran as he sits down with Lee Buchheit to discuss Lee's recent paper with Gregory Makoff entitled “A Better Value Recovery Mechanism for Sovereign Debt Restructurings.” Patrick also picks Lee’s brain about a range of developments across the sovereign...

Published 09/05/24

LatAm offers opportunities for discerning investors, but you've got to be selective. With Patrick Campbell and Geronimo Mansutti

LatAm economist Geronimo Mansutti hosts Patrick Campbell of Morgan Stanley's emerging market debt team to discuss investment opportunities across the region, focusing on idiosyncratic options beyond Brazil and Mexico. Patrick breaks down his general views on Latin American credits, discussing the...

Published 08/22/24

The future of information in EM: Duncan Wales in conversation with David Craig, former CEO of Refinitiv and Co-chair of TNFD

In this episode, David Craig is in conversation with Tellimer's CEO Duncan Wales discussing how data, ecology issues and AI are shaping the world of investing in EM. David Craig sold Refinitiv to The London Stock Exchange Group in 2022 for $27bn and is now the Co-Chair of the standard setting...

Published 07/17/24