Borders: Conversations on Global South Capital and Geopolitics
Hosted by Mr. Andrew J. Henderson, Borders is a long-form conversation series exploring how power, capital, and influence actually move across the world. Much of the modern global economy is being shaped far beyond the traditional centers of Western media attention. Across Africa, Asia, the Middle East, Eastern Europe, Central Asia, and Latin America, new markets, institutions, and power structures are quietly taking form. Each episode features a thoughtful conversation with founders, investors, policymakers, and operators working directly inside these environments; people building companies, infrastructure, financial systems, and cultural institutions in places where the future is being negotiated in real time. Rather than debate or commentary, Borders is structured as a calm, exploratory conversation. Episodes move deliberately, allowing guests to explain how markets, incentives, and societies actually function on the ground; often revealing dynamics that rarely appear in headlines. Guests range from frontier-market investors and bank executives to infrastructure developers, reform-minded policymakers, and founders building new industries across emerging regions. Each conversation acts as a case study in how systems evolve: how capital flows, how institutions develop, and how local realities shape global outcomes. Many of the most important global developments occur far from the places where global narratives are written. Borders is not designed as fast media. It is a long-term archive of conversations with people shaping the world beyond the usual centers of attention; intellectual capital for listeners interested in how the world actually works.
Episodes
Andrew Henderson sits down with Eugene Tawiah, founder and CEO of SecondSTAX, to explore why Africa has more than 30 stock exchanges but still lacks a genuinely continental capital market. A pension fund in Ghana can find it easier to invest in London than in Lagos or Nairobi. Eugene explains how fragmented currency markets, slow settlement systems, and regulatory barriers keep African capital from reaching opportunities across the...
Andrew Henderson sits down with Ethiopian investor and African venture ecosystem builder Dagmawi Ambaw to explore why some of the continent's most promising markets remain largely invisible to global capital.
Dagmawi explains how information gaps, language barriers, mismatched investment structures, and recycled assumptions continue to concentrate venture funding in Kenya, Nigeria, Egypt, and South Africa—while countries such...
Andrew Henderson sits down with Dr. Iselin Stensdal, Senior Research Fellow at the Fridtjof Nansen Institute, to examine one of today's most misunderstood geopolitical frontiers: the Arctic. While headlines often portray China's growing presence in the region as an existential strategic challenge, Dr. Stensdal argues the reality is considerably more nuanced.
Together they unpack why China describes itself as a "near-Arctic state," ...
Andrew Henderson sits down with Alexander Torrenegra, founder of Torre.ai, Voice123, Bunny Studio, and investor, to explore how remote work, artificial intelligence, and global hiring are fundamentally changing the geography of opportunity. From growing up in Bogotá's historic La Candelaria district to building multiple global technology companies in Silicon Valley, Alexander explains why talent has become globally distributed whil...
Andrew Henderson sits down with Dharshan Munidasa, founder of Ministry of Crab, to explore how a single ingredient can reshape a country's global reputation. Using Sri Lanka's world-renowned mud crab as a case study, Dharshan explains why premium products are built through scarcity, craftsmanship, consistency, and storytelling—not scale—and how food can become one of the most powerful forms of nation branding.
They disc...
Andrew Henderson sits down with Tiaan Bazuin, CEO of the Namibia Stock Exchange, to explore why Namibia may be one of Africa's most overlooked frontier markets — and why its oil discoveries could reshape the country's economic future.
Using Namibia's capital markets, resource base, and offshore oil discoveries as a case study, Tiaan explains how a sparsely populated country with strong rule of law, s...
Andrew Henderson sits down with Joshua Rotbart, founder of J. Rotbart & Co., to explore how gold is reshaping wealth preservation, geopolitics, and global capital flows as the world becomes increasingly multipolar.
Using Asia's precious metals markets as a case study, Joshua explains why China has become one of the world's largest buyers of physical gold, why central banks are a...
Andrew Henderson sits down with investor and Africa-focused advisor Ashley Cleveland to explore why many investors still view Africa through the lens of South Africa, while some of the continent's most compelling opportunities are increasingly emerging in frontier markets. Ashley explains why long-term capital is shifting toward countries like Tanzania, Zambia, Zimbabwe, and Namibia, and why understanding A...
Andrew Henderson sits down with Dilhan Fernando, CEO of Dilmah, to explore why so many countries in the Global South remain trapped exporting raw commodities while others capture the branding, distribution, and profits downstream.
Using Sri Lanka's tea industry as a case study, Dilhan explains how colonial trade structures still shape modern supply chains — and why value addition, storytelling, and brand ownership are becomin...
Mr. Henderson sits down with China analyst and investor Cyrus Janssen to examine one of the most misunderstood narratives in global economics: the supposed stagnation of China's middle class.
While Western commentary often focuses on decline, debt, and demographic headwinds, the lived economic reality inside China tells a more complex story. From digital infrastructure and consumer confidence to domestic brand dominance and capital...
Mr. Henderson sits down with Cheta Nwanze, a Nigerian political activist who studies how power, money, and incentives actually function inside the country. Cheta talks about what outsiders routinely miss about Nigeria: the real story isn't "potential," it's the missing foundations that make long‑term planning possible.
Early in the conversation, Cheta points to rule of law, including property rights, as the most under‑discussed dr...
Mr. Henderson sits down with Erick Brimen, co-founder and CEO of Prospera, a privately governed jurisdiction on the Honduran island of Roatán. Rather than debating politics inside fixed national rules, Prospera asks a more radical question: what if the rules themselves are the product? If governance can be redesigned like software or a company, can better law actually outperform the nation‑state?
Early in the conversation, Erick ex...
Andrew Henderson sits down with former UK Chancellor Kwasi Kwarteng to explore how tax policy, rule of law, and geopolitics are reshaping Britain's role in the world. Kwasi lays out why the UK's rising tax burden – from the new mansion tax to tighter non‑dom rules and higher employer contributions – is changing the country's appeal to entrepreneurs and investors, even as its legal system, universities, and property righ...
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