Emerging markets investing is increasingly drawing attention from investors seeking high-growth opportunities beyond traditional financial hubs. In this episode, we sit down with Ryan Floyd of Barca Capital, a seasoned global portfolio manager, to uncover how his contrarian, research-driven approach provides an edge in today’s complex financial world.

For those exploring alternative investments, Ryan offers hard-earned wisdom from the frontlines of investing in Africa and India, tackling the real barriers that keep traditional investors out of these lucrative regions. Whether you're exploring frontier market funds or carving out a career in international finance, this conversation gives you clarity on how to position yourself ahead of trends.

Ryan breaks down why he prioritizes free cash flow investing over traditional metrics like EBITDA, and how understanding the nuances of EBITDA vs free cash flow can significantly impact your portfolio’s health. You'll also learn how he uses AI in finance for operational efficiency and why small, agile teams are leading innovation globally.

Whether you're an investor, aspiring fund manager, or someone navigating the noise of global economic trends, Ryan Floyd’s perspective delivers actionable portfolio manager insights to help you make smarter decisions in overlooked markets.

Timestamps:

00:00 – Intro: Who is Ryan Floyd?
01:02 – Ryan’s early career & move into international finance
02:30 – Starting out in India and pivot to Africa
04:15 – Founding the thesis for Barca Capital
06:00 – Real-world challenges in frontier market investing
08:10 – Understanding client profiles in alternative investments
10:00 – Why smaller teams win with AI in finance
11:45 – Legacy vs innovation: Investing in today's businesses
13:30 – EBITDA vs free cash flow: Ryan’s strong stance
16:10 – Red flags: Fast talkers and flashy resumes
17:45 – Views on Bitcoin, gold & fiat currency
20:00 – Pricing assets in gold and what it reveals
22:00 – How to connect with Ryan & Barca Capital

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Disclaimer: Not advice. Educational purposes only. Not an endorsement for or against. Results not vetted. Views of the guests do not represent those of the host or show.