Skip to content

Gemcast Episode 17: Riding the Waves of Distress Cycles

22 October 2026
<p><iframe loading="lazy" width="560" height="420" src="https://www.youtube.com/embed/-sBVdX9rjq4?si=H8i-MxLtxh_gWynP" title="YouTube video player" frameborder="0" allowfullscreen="">&lt;span class="fr-mk" style="display: none;"&gt;&nbsp;&lt;/span&gt; </iframe></p><p>In episode 17 of Gemcast, Mariya Gancheva, Portfolio Manager and Strategist at Gemcorp Capital, explores special situations investing in emerging markets. Mariya discusses the idiosyncratic stories that allow for greater convexity during cycles of distress, how today’s macro backdrop is creating dislocations across sovereigns and corporates, and why identifying genuine opportunity takes both analysis and local, on-the-ground relationships.</p><p>Listen and subscribe at:</p><p><a href="https://podcasts.apple.com/gb/podcast/gemcast-episode-17-riding-the-waves-of-distress-cycles/id1818653261?i=1000797445016" target="_blank" rel="noopener noreferrer"><img loading="lazy" src="/getContentAsset/05269c87-563c-4f71-bb33-cb45a3e030a0/cb87803a-320c-480f-ab75-7b9029eaaf79/apple-podcast-icon.png?language=en" alt="apple-podcast-icon" title="apple-podcast-icon" style="width: 60px" class="fr-fic fr-fil fr-dii"></a>&nbsp; &nbsp; &nbsp; <a href="https://open.spotify.com/episode/0tuXxWl9JKoEK3v5LaTDqR?si=4MNp7lqyTh29lzkmm4eEkQ" target="_blank" rel="noopener noreferrer"><img loading="lazy" src="/getContentAsset/6194fe17-0588-4a00-abb9-3b64539ea2c8/cb87803a-320c-480f-ab75-7b9029eaaf79/spotify-logo.png?language=en" alt="spotify-logo" title="spotify-logo" style="width: 60px" class="fr-fic fr-dii fr-fil"></a>&nbsp; &nbsp; &nbsp; <a href="https://www.youtube.com/watch?v=-sBVdX9rjq4" target="_blank" rel="noopener noreferrer"><img loading="lazy" src="/getContentAsset/fe81f970-598d-4cc4-b1e7-e75b82e51d45/cb87803a-320c-480f-ab75-7b9029eaaf79/youtube-logo.png?language=en" alt="youtube-logo" title="youtube-logo" style="width: 60px" class="fr-fic fr-dii fr-fil"></a></p><p><br></p>

Our use of cookies

<p>We use necessary cookies to make our site work. We'd also like to set optional analytics cookies to help us improve it. We won't set optional cookies unless you enable them. Using this tool will set a cookie on your device to remember your preferences.</p><p>For more detailed information about the cookies we use, see our <a href="/privacy-notice" data-channel-guid="bf0f72af-7483-48d9-90ec-b2f04a7cd593" target="_blank" rel="noopener noreferrer">Privacy Notice</a>.</p>