What Trump Means for Emerging Markets with Robert Koenigsberger
Update: 2025-08-22
Description
In this episode of Risk and Return, Fox Business journalist Charlie Gasparino and S3 Partners founder Bob Sloan dive into Cracker Barrel’s branding misstep and the “woke risk” that tanked its stock, the battle between longs and shorts in Nvidia and Palantir, and how AI’s explosive demand is colliding with energy shortages. Special guest Robert Koenigsberger, CIO of Gramercy Funds, joins to explore Venezuela, regime change, and why emerging markets are both risky and ripe with opportunity. From U.S. consumer brands to China’s property debt crisis, this episode reveals how politics, culture, and data collide to move markets.
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