MoneyMasters Podcast 🎙️ 9/25/25: Mobius' Favorite Global Markets for 2025-2026

Mike Larson | Editor-in-Chief

In this episode of the MoneyShow MoneyMasters Podcast, emerging markets legend Dr. Mark Mobius shares his outlook on global markets, from Asia’s top growth engines to Latin America’s reform stories.

Mobius explains why China is outperforming India, how Japan’s corporate reforms are creating new opportunities, and why Taiwan and Vietnam remain hotspots for tech and manufacturing. He also highlights the role of Brazil and Argentina in the next wave of growth, and why he favors defense ETFs, technology stocks, and gold over crypto.

Plus, he lays out his views on the US dollar, Fed policy, and President Trump’s potential impact on global markets, while addressing geopolitical risks in Europe and Taiwan. Finally, Mobius reveals why stop-loss discipline is essential after the big run in global equities. You won’t want to miss which global markets are Mobius’ favorites for 2025-2026 – and why.

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Markets on Edge: Stocks, Gold, Rate Cuts, Shutdowns, & the AI Spending Frenzy

Markets have been running hot…with both stocks and gold on a tear. But can they handle Federal Reserve Chairman Jay Powell’s cautious tone on interest rate cuts? Not to mention a possible federal government shutdown next week and questions about the return on sky-high AI bets? I break it all down in this video MoneyShow Market Minute.

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• PYPL: Google Deal Shows CEO is Delivering on His Promises
  👉️ TICKERS: BABA, GOOGL, PYPL
  Despite Mr. Market’s rather muted reaction, PayPal Holdings Inc. (PYPL) recently delivered exactly the type of “shock the world” move Alex Chriss first promised when he took the reins as CEO, signing a multiyear deal with Alphabet Inc. (GOOGL) on digital commerce, highlights Tom Hayes, editor of HedgeFundTips.

• Why Thematic Investors Should Consider Nuclear Energy Names
  👉️ TICKERS: NUKZ, URA, NLR
  The US electric grid faces increasing strain from surging demand driven by Artificial Intelligence (AI) and cloud computing data centers, industrial automation, and widespread electrification of transportation and other sectors. Nuclear energy is a reliable solution, advises Nancy Tengler, CIO of Laffer Tengler Investments.

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