EM Fund Stock Picks & Country Commentaries (April 20, 2025)
Emerging Market SkepticEM Fund Stock Picks & Country Commentaries (April 20, 2025)Copy linkFacebookEmailNotesMoreEM Fund Stock PicksEM Fund Stock Picks & Country Commentaries (April 20, 2025)So many tariff takes, US universities/Asian pension funds in the looming private equity crisis, mood shift in commodity markets, rotation opportunities, March/Q4 fund updates/webinars, etc.Apr 20, 2025∙ PaidShare this postEmerging Market SkepticEM Fund Stock Picks & Country Commentaries (April 20, 2025)Copy linkFacebookEmailNotesMoreShareIn the alt-finance podcasting space, I just listened to Tom Luongo’s and Custodia Bank’s Caitlin Long start out with a lengthy and fascinating discussion about Libor and what its discontinuation means for the USA, UK/City of London, and the USD:
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Originally posted on: https://emergingmarketskeptic.substack.com/p/em-fund-stock-picks-commentary-april-20-2025