Talking Markets Podcast (Geopolitics & Emerging Markets) with Arif Joshi of Bramshill Investments episode artwork

EPISODE · Apr 29, 2026 · 20 MIN

Talking Markets Podcast (Geopolitics & Emerging Markets) with Arif Joshi of Bramshill Investments

from UBS On-Air: Market Moves

Arif Joshi is a Senior Managing Director and Head of the Emerging Markets platform at Bramshill Investments. Arif shares boots-on-the-ground insights following a recent trip to Venezuela, as we discuss the country’s geopolitical relations with the US, along with the landscape for energy production and exploration. We also discuss the US-Iran war and its’ implications to economic activity in the region, upcoming talks between President Trump and China’s President Xi Jinping, along with where to locate opportunity across the emerging markets. Host: Daniel Cassidy

Episode metadata supplied by the publisher feed · Published Apr 29, 2026

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Talking Markets Podcast (Geopolitics & Emerging Markets) with Arif Joshi of Bramshill Investments

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