Emerging Thesis

By Josh Fadley & Matt Talbert

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Category: Investing

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Description

Business excellence in emerging markets.

For too long, the narrative around emerging markets has been split between high-risk speculation and humanitarian aid. In today's world, that narrative is quickly changing as organizations and entrepreneurs look at building stable and proven businesses in often under-valued places.

Join us as we explore the business of excellence in Africa and beyond. We interview leaders who are proving that economic upside and community impact are not mutually exclusive. From operational grit to investment theses, we explore what it takes to build world-class companies in local markets—and the personal beliefs of the leaders who build them.


Episode Date
Software Outsourcing, AI, and Faith-Driven Leadership in Africa | Emerging Thesis 001
Jan 20, 2026