{"podcast":{"title":"Australian Investors Podcast","slug":"australian-investors-podcast-594967","podcast_index_feed_id":594967,"rss_url":"https://feeds.megaphone.fm/RRKKR9032877039","website_url":"https://www.raskmedia.com.au/podcasts/australian-investors-podcast/","image_url":"https://megaphone.imgix.net/podcasts/9272aa06-1181-11ed-be4c-83a70e645621/image/b145aa5c5b3a555f41d51f1799ce7969.png?ixlib=rails-4.3.1&max-w=3000&max-h=3000&fit=crop&auto=format,compress","author":"Rask","episode_count":707,"summary":"The Australian Investors Podcast is a twice weekly podcast (Wednesday & Saturday), featuring laid back but intelligent short- and long-form conversations about markets, business, psychology, lessons learned and investment process. At Rask, our goal is to bring you the best insights, information and proven strategies to help you invest your time and money. SHOW NOTES: https://www.raskmedia.com.au/podcasts/australian-investors-podcast","last_synced_at":"2026-06-15T02:18:03.109244+00:00","page_url":"https://stenobird.com/podcast/australian-investors-podcast-594967"},"episode":{"title":"Why the falling US dollar is igniting a massive emerging market supercycle","slug":"why-the-falling-us-dollar-is-igniting-a-massive-emerging-market-supercycle","published_at":"2026-04-14T21:00:00+00:00","page_url":"https://stenobird.com/podcast/australian-investors-podcast-594967/why-the-falling-us-dollar-is-igniting-a-massive-emerging-market-supercycle","show_page_url":"https://stenobird.com/podcast/australian-investors-podcast-594967","url":"https://www.raskmedia.com.au/podcasts/australian-investors-podcast/","audio_url":"https://traffic.megaphone.fm/RRKKR5913607531.mp3?updated=1774484904","summary":"2025 was a record-breaking year for Emerging Markets, seeing the largest capital inflows in over a decade. But is this a short-term flight from the US dollar, or the beginning of a structural \"EM Supercycle\"? In this episode, we sit down with Malcolm Dorson (Senior PM & Head of EM Strategy) and Billy Leung (Equity Research Analyst) from Global X to dissect the two engines of global growth: India and China. We explore why the \"uninvestable\" tag is fading from China, how India is carving a unique path through its landmark 2026 Free Trade Agreement with Europe, and why a 1% drop in the US dollar could be the most important signal for your portfolio. In this episode we cover: The Great EM Rotation The \"February Surge\": Breaking down why we just saw the largest inflows into EM in 11 years. Is it \"choice\" or a \"flight from the US\"? Early Innings: Exploring Global X’s thesis on whether we are at the start of a multi-year Emerging Market cycle. The 3.1% Rule: The Dollar & EM The Inverse Relationship: Understanding the mechanics of why EM equities historically rise 3.1% for every 1% drop in the US dollar. Currency Risk: How to manage FX volatility when investing in volatile regions. China: From \"Uninvestable\" to Rebirth The Sentiment Shift: Looking back at the regulatory hurdles of previous years and what has changed to bring institutional capital back to Beijing. AI & Tech: How China’s push for \"tech self-reliance\" and the rise of local LLMs (like the DeepSeek breakthrough in early 2026) are changing the narrative. India: The World’s New Growth Engine The India-EU FTA: The implications of the \"Mother of All Deals\" signed in January 2026 and how it positions India as the premier \"China Plus One\" beneficiary. Demographics vs. Policy: Is India simply where China was 20 years ago,…","meta_description":"2025 was a record-breaking year for Emerging Markets, seeing the largest capital inflows in over a decade. But is this a short-term flight from the US dol…","key_points":[],"chapters":[],"topics":[],"duration_seconds":2504,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/australian-investors-podcast-594967/episodes/why-the-falling-us-dollar-is-igniting-a-massive-emerging-market-supercycle/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/australian-investors-podcast-594967/why-the-falling-us-dollar-is-igniting-a-massive-emerging-market-supercycle.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}