Description
Live from the Origin Summit, hosted by Story and Blockworks, Morgan Stanley’s Head of Emerging Markets Equity Amy Oldenburg explains how her journey from tech to emerging markets led her to crypto, why mobile-first nations are fertile ground for stablecoins, how governments and banks are wrestling with this shift, and where she sees the next big opportunities across EM and innovation. Enjoy!
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Join us at Digital Asset Summit in London October 13-15. Use code FORWARD100 for £100 OFF
https://blockworks.co/event/digital-asset-summit-2025-london
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This Forward Guidance episode is brought to you by VanEck.
Learn more about the VanEck Semiconductor ETF (SMH):
http://vaneck.com/SMHFelix
Learn more about the VanEck Fabless Semiconductor ETF (SMHX):
vaneck.com/SMHXFelix
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Timestamps:
00:00 Introduction
04:06 How Emerging Markets Are Embracing Crypto
06:34 Stablecoins Transforming Emerging Economies
10:30 VanEck Ad
11:13 Banks vs Stablecoins
13:28 Hottest Trends Across EMs
17:00 Innovation 3.0 in China & EMs
17:39 VanEck Ad
18:19 Innovation 3.0 in China & EMs
20:41 Final Thoughts
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Disclaimer: Nothing said on Forward Guidance is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are opinions, not financial advice. Hosts and guests may hold positions in the companies, funds, or projects discussed.
#Macro #Investing #Markets #ForwardGuidance