Vera German

Person

Heard in 2 episodes across 1 show since Oct 2026

Episodes

across 1 show

First heard

Oct 2026

Guest appearances

Episodes per month

Public PodLume episodes featuring it, over the last year.

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18 statements

on Emerging-market index drawdownsNegativeNov 9, 2026· Merryn Talks Money
Concentrated emerging-market index drawdowns have become progressively larger.
“those drawdowns become larger and larger and larger”
Listen at 10:14
Open the episode · The Emerging Markets Everyone Else Is Missing
on AI-driven emerging-market sentiment swingsNegativeNov 9, 2026· Merryn Talks Money
Current AI-driven emerging-market sentiment swings are unlikely to be sustainable.
“we don't believe they're particularly sustainable”
Listen at 10:41
Open the episode · The Emerging Markets Everyone Else Is Missing
on TSMC, SK Hynix, and SamsungNegativeNov 9, 2026· Merryn Talks Money
Asian semiconductor stocks correlate more with US semiconductors than domestic emerging-market assets.
“TSMC and Hynix and Samsung are much more closely correlated in performance to Micron and Broadcom and all the big US semiconductor names than they are to their own domestic banks or to any other EM assets.”
Listen at 11:19
Open the episode · The Emerging Markets Everyone Else Is Missing

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2 episodes featuring Vera German, newest first