What podcasts say about Juan Torres

Every statement, with the speaker, the exact quote and the moment it was said.

What Juan Torres has said on podcasts

19 statements · 10 positive · 8 negative · 1 neutral

on Neuberger BermanNegativeNov 9, 2026· Merryn Talks Money
Neuberger’s portfolio is currently among the market’s least exposed to AI.
“We have at the moment one of the most anti-AI portfolios that you can find in the market.”
Listen at 1:43
Open the episode · The Emerging Markets Everyone Else Is Missing
on Emerging-market countriesNegativeNov 9, 2026· Merryn Talks Money
Most emerging-market countries are flat or down in US-dollar terms.
“the vast majority of countries on US dollars are actually either flat or down”
Listen at 5:23
Open the episode · The Emerging Markets Everyone Else Is Missing
on Emerging-market benchmark concentrationNegativeNov 9, 2026· Merryn Talks Money
The concentrated emerging-market benchmark could be quite risky.
“it could potentially be quite risky”
Listen at 5:50
Open the episode · The Emerging Markets Everyone Else Is Missing
on Samsung, TSMC, and SK HynixNegativeNov 9, 2026· Merryn Talks Money
Samsung, TSMC, and SK Hynix operate highly cyclical businesses.
“All of those businesses are very cyclical in nature.”
Listen at 6:32
Open the episode · The Emerging Markets Everyone Else Is Missing
on AI semiconductor cycleNegativeNov 9, 2026· Merryn Talks Money
The current semiconductor cycle will eventually end.
“at some point the cycle will come to an end”
Listen at 8:20
Open the episode · The Emerging Markets Everyone Else Is Missing
on Artificial IntelligencePositiveNov 9, 2026· Merryn Talks Money
AI has already changed the world.
“AI is an amazing technology. It has already changed the world.”
Listen at 8:34
Open the episode · The Emerging Markets Everyone Else Is Missing
on Emerging-market equitiesPositiveNov 9, 2026· Merryn Talks Money
Emerging-market equities remain among the market’s most inefficient asset classes.
“EM equities is still one of the most inefficient asset classes that remain in the market.”
Listen at 14:36
Open the episode · The Emerging Markets Everyone Else Is Missing
on Emerging-market equitiesPositiveNov 9, 2026· Merryn Talks Money
Emerging-market inefficiency creates more room for price discovery and alpha generation.
“there is more room for price discovery and alpha generation”
Listen at 14:51
Open the episode · The Emerging Markets Everyone Else Is Missing
on Emerging-market allocationPositiveNov 9, 2026· Merryn Talks Money
Investors should demand compensation for emerging-market allocation risks.
“you should always, always demand compensation for underwriting the risk of allocating capital to many of these places”
Listen at 16:15
Open the episode · The Emerging Markets Everyone Else Is Missing
on Neuberger BermanPositiveNov 9, 2026· Merryn Talks Money
Neuberger sources 85% of ideas from the cheapest market quintile.
“85% of every single idea that we look at comes from the cheapest quintile of the market.”
Listen at 16:35
Open the episode · The Emerging Markets Everyone Else Is Missing
on Non-AI emerging-market assetsNegativeNov 9, 2026· Merryn Talks Money
Non-AI emerging-market assets have broadly sold off over six months.
“Pretty much everything that is not AI-related has been selling off.”
Listen at 26:25
Open the episode · The Emerging Markets Everyone Else Is Missing
on Neuberger BermanNeutralNov 9, 2026· Merryn Talks Money
Neuberger prefers holding approximately 40 to 45 stocks.
“we like to be concentrated around 40, anywhere between 40 and 45”
Listen at 27:03
Open the episode · The Emerging Markets Everyone Else Is Missing
on CSN Mineração valuationPositiveNov 9, 2026· Merryn Talks Money
CSN Mineração trades at distressed valuations because of leverage at its parent company.
“the reason why the iron ore company that has nothing to do with that is trading at distressed valuation levels, just because of what's happening with the parent company”
Listen at 33:13
Open the episode · The Emerging Markets Everyone Else Is Missing
on CSNPositiveNov 9, 2026· Merryn Talks Money
CSN Mineração offers distressed pricing despite limited direct exposure to parent-company problems.
“then you are paying distressed prices for an asset that has nothing to do with that situation directly, at least.”
Listen at 33:45
Open the episode · The Emerging Markets Everyone Else Is Missing
on CSNPositiveNov 9, 2026· Merryn Talks Money
CSN Mineração should rerate if its holding company reduces balance-sheet pressure.
“then you should get a rerating”
Listen at 33:53
Open the episode · The Emerging Markets Everyone Else Is Missing
on Chinese companiesPositiveNov 9, 2026· Merryn Talks Money
Chinese companies’ current valuations look attractive relative to their history.
“those valuations relative to what those companies have done in the past look attractive”
Listen at 44:07
Open the episode · The Emerging Markets Everyone Else Is Missing
on Indian businessesNegativeNov 9, 2026· Merryn Talks Money
Indian business valuations must fall further before Neuberger will invest.
“They still need to come down more for us to be interested in Indian businesses.”
Listen at 46:59
Open the episode · The Emerging Markets Everyone Else Is Missing
on IndonesiaPositiveNov 9, 2026· Merryn Talks Money
Indonesia is currently an attractive market for capital allocation.
“we think that given where the valuations are, that's a very interesting market to allocate capital to at the moment.”
Listen at 53:35
Open the episode · The Emerging Markets Everyone Else Is Missing
on AI-related emerging-market companiesNegativeNov 9, 2026· Merryn Talks Money
Neuberger will not accept current risks at current prices for AI leaders.
“we are unwilling to underwrite those risks at those prices”
Listen at 55:01
Open the episode · The Emerging Markets Everyone Else Is Missing

Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.