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Talk Your Book: Emerging Markets Are Back

Talk Your Book: Emerging Markets Are Back

Michael Batnick
November 03, 2025

Dividend Income ETFs Have Exploded ~100x In Seven Years.

Investors are demanding a creative approach to cashflow. Shelton Equity Premium Income ETF (SEPI) offers just that—it's active, it's differentiated, and it's inspired by Shelton Capital Management’s established Overall Morningstar 5-star Flagship Fund, EQTIX.

Explore SEPI

Today's Talk Your Book is sponsored by Schafer Cullen Capital Management:

See here for more information on Schafer Cullen Capital Management

On today’s show, we discuss:

A wave of corporate governance reforms across Asia
What differentiates Schafer Cullen's approach to investing in emerging markets
A declining dollar as a catalyst for emerging market stocks
Country selection as a risk management tool
The role of dividends in Schafer Cullen's strategy
China's ability to keep pace with the U.S., despite technology and funding constraints

Animal Spirits:

Animal Spirits Podcast

Animal spirits is a show about markets, life, and investing. Join Michael Batnick and Ben Carlson as they talk about what they're reading, writing, listening to and…

podcasts.thecompoundnews.com/show/animalspirits