Live from the Origin Summit, hosted by Story and Blockworks, Morgan Stanley’s Head of Emerging Markets Equity Amy Oldenburg explains how her journey from tech to emerging markets led her to crypto, why mobile-first nations are fertile ground for stablecoins, how governments and banks are wrestling with this shift, and where she sees the next big opportunities across EM and innovation. Enjoy!

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This Forward Guidance episode is brought to you by VanEck.

Learn more about the VanEck Semiconductor ETF (SMH):

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Timestamps:

(00:00) Introduction

(04:06) How Emerging Markets Are Embracing Crypto

(06:34) Stablecoins Transforming Emerging Economies

(10:30) VanEck Ad

(11:13) Banks vs Stablecoins

(13:28) Hottest Trends Across EMs

(17:00) Innovation 3.0 in China & EMs

(17:39) VanEck Ad

(18:19) Innovation 3.0 in China & EMs

(20:41) Final Thoughts

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Disclaimer: Nothing said on Forward Guidance is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are opinions, not financial advice. Hosts and guests may hold positions in the companies, funds, or projects discussed.

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