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Emso is an emerging markets fixed income asset manager, seeking to deliver superior risk-managed returns on fixed income investments in emerging markets. Emso's team combines decades of experience with a research-driven investment culture, analyzing the political, legal, economic, and technical aspects of investments to build portfolios for Emso's investors. The firm currently has approximately USD 5 billion under management across absolute return, liquid alternative, unconstrained long only ...
This podcast features interviews, analysis, and discussions covering leading issues of the day related to electromagnetic spectrum operations (EMSO). Topics include current events and news worldwide, US Congress and the annual defense budget, and military news from the US and allied countries. We also bring you closer to Association of Old Crow events and provide a forum to dive deeper into policy issues impacting our community.
Music From: supertost
The Evolution of Electromagnetic Spectrum Operations (EMSO) This podcast will take you on a journey throughout time and around the world to meet the inventors, the battles, and the technology that has not only shaped military operations - how we fight - but also how we live. The History of Crows will cover some of the most important discoveries, battles, and events that shaped what we know today as electromagnetic spectrum operations. Episodes that take you deeper into our history will be ad ...
EMSO TALKS: In this episode of Emso Talks, Emso’s Chief Strategist, Ivailo Vesselinov, covers South Africa, which continues to be a key focus for many EM investors. Ivailo covers recent political events, including the recent ‘Phala Phala’ scandal, updates regarding Eskom (South Africa’s public utility company), as well as the outlook for the countr…
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From the Crows' Nest
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The Arctic Frontier: A New Security Battleground
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The power struggle between the U.S. and China is all too familiar. After the Chinese-operated balloon traveled from the Aleutian Islands down to the US Heartland, the defense community is speculating if this was simply another chapter in our power struggle or if China is seeking specific intelligence from the US. In this episode, Ken Miller talks w…
The Association of Old Crows (AOC) wants to make our podcasts the best they can be. To help us succeed, we'd like to hear your thoughts. Please take just a few minutes to complete our 2022 listener survey, because your opinion is very important to us. Thank you! In celebration of women’s history month, this episode of History of Crows, honors the c…
EMSO TALKS: Fika; /ˈfiːkə/; noun: (Swedish custom) a break from activity during which people drink coffee, eat cakes or other light snacks, and relax with others. At Emso, we have a very diverse workforce, with many nationalities and languages represented. Join Jens Nystedt, Emso's Co-CIO and a Swedish native, for a new series called "Fika with Jen…
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From the Crows' Nest
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Finding Creative Solutions to Global Security Challenges
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We all face complex challenges to global security and can examine these issues from many different perspectives. One of these perspectives is fiction storytelling, which often comes close to fact and reflects current problems. In this episode, Ken Miller talks with author Jeffrey Fischer to discuss his military fiction books and how to use these st…
Directed energy has progressed significantly in the past year, with warfighters field-testing multiple prototypes. But how can we ensure the technology is operationally relevant from the lab to the user? Ken Miller talks with Christopher Behre about how the directed energy community is progressing and scaling directed energy weapons that ensure mis…
EMSO TALKS: In this episode of Emso Talks, Don Lucardi, Head of Investor Relations, sat down with Patrick Esteruelas, Head of Research, to discuss one of the biggest themes in EM for 2023: China’s reopening and departure from its ‘zero Covid’ restrictions.By Emso Asset Management
EMSO TALKS: In this episode, Bret Rosen, Emso’s LATAM Economist and Strategist, talks through some of the key takeaways and observations from his recent trip to Brazil.By Emso Asset Management
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From the Crows' Nest
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The National Security Risk of Microelectronics – Part Two
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The production of state-of-the-art microelectronics is the most complex engineering feat that humans have been able to achieve. But the US has struggled to maintain its competitive edge in microelectronic manufacturing. In this episode, Ken and the Draper Team continue their discussion and explore solutions that address our problems in the microele…
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From the Crows' Nest
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The National Security Risk of Microelectronics-Part One
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Microelectronics is one of the United States’ biggest security risks, and the supply chain remains vulnerable. In this episode, Ken Miller continues the microelectronics discussion to understand how the United States should invest in its industry partners to maintain its competitive edge in the global market and maintain national security. To find …
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From the Crows' Nest
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Bureaucracy from an Entrepreneur’s Perspective
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Entrepreneurs in defense face a difficult challenge; navigating red tape and developing innovations for bureaucracies is no easy task. In this episode, Ken Miller talks with entrepreneur and business executive Rick Lu to discover how entrepreneurs and startups can get through the door of agencies to develop niche technologies that satisfy all stake…
EMSO TALKS: In part one of this episode of Emso Talks, Ivailo Vesselinov, Chief Strategist, speaks with Ben Sarano, Portfolio Manager, regarding the outlook for CEEMEA, focusing on Turkey, Poland, and South Africa.By Emso Asset Management
EMSO TALKS: In this episode, Emso’s LATAM Strategist and Economist, Bret Rosen, sat down with Saad Khan, Portfolio Manager, to discuss the outlook for LATAM in 2023. Bret and Saad discuss major themes across the region, as well as country-specific conditions in Brazil, Colombia, Mexico, Chile, Peru, and Ecuador.…
EMSO TALKS: In part two of this episode, Ivailo Vesselinov and Ben Sarano discuss the outlook for 2023 in Asia, focusing on China, Indonesia, and India as well as some potential risks for the global outlook.By Emso Asset Management
Microelectronics is in the news and a key focus of current legislation. It is a part of everything we do in the military and business. But do we properly understand the microelectronics sector to make the right business, government, and policy decisions? In this episode, Ken Miller dives deeper into the topic with scholar and author Chris Miller to…
EMSO TALKS: In the latest episode of Emso Talks, Jens Nystedt, Co-Deputy CIO, sat down with Patrick Esteruelas, Head of Research, to discuss his views for 2023 following a volatile and unprecedented year in 2022.By Emso Asset Management
In this episode of From the Crows’ Nest, host Ken Miller, is joined by author, futurist, and former NSA official, Dr. Eric Haseltine. Ken also welcomes special co-host, Retired US Air Force Brigadier General Guy Walsh, now serving as the Executive Director of the National Security Collaboration Center at the University of Texas San Antonio. Ken, Gu…
EMSO TALKS: In this episode of Emso Talks, Patrick Esteruelas, Head of Research, speaks with Bret Rosen, Senior LATAM Economist and Strategist, about the recent Brazilian election where former President, Luiz Inácio Lula da Silva, was re-elected to his third Presidential term on 30 October. Patrick and Bret discuss the details of the race as well a…
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From the Crows' Nest
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A Look at Innovation Through the Eyes of NATO
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In this episode of From the Crows’ Nest, host Ken Miller sits down with special guests Eric Bamford, International AOC Board Member from the Norwegian Air Forces and Bob Andrews, AOC Director of Global Events. Ken and his guests discuss innovation and workforce development from a NATO perspective and what lessons NATO can learn from the current Rus…
In the episode of From the Crows’ Nest, host Ken Miller sits down at AOC 2022 with Mr. David Tremper, Director of Electronic Warfare in the Office of the Undersecretary of Defense for Acquisition and Sustainment. David is the U.S. Department of Defense’s senior leader providing guidance and advocacy for U.S. development and acquisition of EW capabi…
In this special episode of From the Crows’ Nest recorded from AOC 2022 in Washington, DC, host Ken Miller is joined by guest John Knowles, Editor-in-Chief of the Journal of Electromagnetic Dominance (JED), the AOC’s official publication. Ken and John talk about the concept of an Electromagnetic Spectrum Operations (EMSO) playbook and what it means …
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From the Crows' Nest
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A State of the Union for the EMSO Community
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AOC President Glenn “Powder” Carlson is passing the baton on to AOC Vice President and President-Elect Brian “Hinks” Hinkley. In this transition of power, Glenn and Brian give us a state of the union on the EMS community. Host Ken Miller talks with Glenn and Brian about the lessons the US needs to learn about EMS dominance and how the AOC will cont…
EMSO TALKS: In this episode of Emso Talks, Patrick Esteruelas, Head of Research, and Ivailo Vesselinov, Chief Strategist, share their thoughts and takeaways from the October 2022 IMF meetings, including broad macro views and country-specific takeaways.
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From the Crows' Nest
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How We Can Better Protect Critical Infrastructure
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We often focus most on developing offensive capability, but countermeasures are often overlooked and command & control systems are left completely vulnerable. Host Ken Miller talks with David Tilton and Dr. Nathan Hansen of the Electromagnetic Security Consortium (ESC) to find out how we can address emerging threats to electromagnetic security and …
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From the Crows' Nest
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What It Will Take for Ukraine to Achieve EMS Superiority
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With recent arms transfers and sales to Ukraine, how close is Ukraine to reaching EMS superiority in the war with Russia? Host Ken Miller talks with Jeff Fischer, retired US Air Force Colonel, about how Ukraine can achieve EMS superiority and how the allies are playing a role in it. They also dive into the implications for nations supporting Ukrain…
Maneuvering and winning in the new era requires an EMSO playbook. But what plays should we include in it, and why do we need it? Host Ken Miller talks with Dr. Bill Conley and John Knowles about strategies to include in our playbooks that can be rapidly implemented before the “game” starts, and how this will be addressed at AOC's 2022 annual intern…
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From the Crows' Nest
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An August Recess Look at the Defense Budget
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In this episode of the From the Crows’ Nest, host Ken Miller, welcomes back ForzaDC’s Madison Strader Arcangeli and Katy Nazaretova to discuss where Congress stands on the annual defense budget as they break for August and enter the fall with mid-term elections on the horizon. Madison and Katy share some important updates EW funding and amendments,…
EMSO TALKS MID-YEAR OUTLOOK: In this episode of Emso Talks, Jens Nystedt, Co-Deputy CIO, sat down with Patrick Esteruelas, Head of Research, to review the key events that have influenced markets in the first half of 2022 and to discuss the outlook for the second half of the year. Patrick discusses the signposts that he will be looking for that migh…
Host Ken Miller sits with Eric Colon, Director, Strategic Solutions for EW and Cyber at Corvus Consulting, LLC. Eric is a senior subject matter expert on the evolution of Army electronic warfare and cyber electromagnetic activities (CEMA). Ken and Eric discuss how the Army faces an array of complex threats from China, Russia, and other peer competi…
EMSO TALKS EMSO: Like many of his colleagues at Emso, Jens Nystedt, Co-Deputy CIO, has had a fascinating career path within emerging markets. Jens sat down with Emso’s Deputy Head of Investor Relations, Marie-Helene McAndrew, to chat about how his curiosity for the developing world led him from Sweden to working for the Inter-American Development B…
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From the Crows' Nest
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Collaboration to Improve Cyber Operations
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In this episode of From the Crows’ Nest, host Ken Miller is joined by Brigadier General Guy Walsh, USAF (Ret.). Gen. Walsh is currently the Executive Director of the National Security Collaboration Center at the University of Texas San Antonio (NSCC). They discuss the state of cyber operations today across the Department of Defense and homeland sec…
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Nuclear Weapons Policy in the Age of Great Power Competition
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In today’s episode of From the Crows’ Nest, Host Ken Miller is joined by Dr. Adam Lowther to discuss the evolution of US nuclear weapons policy since the end of the Cold War and into this new age of Great Power Competition. Global security is changing rapidly, and we are required to rethink our underlying assumptions, especially as Russia invades U…
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From the Crows' Nest
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Book Discussion: Heavy Metal with Michael Fabey
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Host Ken Miller sits down with journalist and author, Michael Fabey, to discuss his new book, Heavy Metal – The Hard Days and Nights of the Shipyard Workers who Build America’s Supercarriers. The book chronicles the building of the USS John F. Kennedy, the 2nd Ford-class supercarrier. He takes us into the lives and stories of the shipyard workers w…
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Breaking Down the Congressional Defense Budget Process
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The congressional defense budget process will be heating up over the next few weeks. To understand what we should expect for defense funding in the fiscal year 2022, Ken Miller talks with Madison Strader Arcangeli and Katy Nazaretova of Forza DC, a federal strategies and consulting firm that helps organizations engage with Capitol Hill over defense…
From Ukraine to China, NATO to Congress, a lot has happened in May. In this episode, host Ken Miller talks with JED editor, John Knowles to take a step back and discuss where these topics stand in the EW community. John and Ken particularly discuss how these current conflicts have generated a lot of new interest in EMSO, and they ask the question: …
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Emso's Key Takeaways from the IMF Spring Meetings
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EMSO TALKS IMF: In this episode of Emso Talks, Patrick Esteruelas, Head of Research, and Ivailo Vesselinov, Chief Strategist, discuss some of their takeaways from the IMF Spring Meetings, which were recently held in Washington D.C. With a challenging and complex global backdrop, Patrick and Ivailo share their views on broader macro themes as well a…
In this episode, host Ken Miller sits down with Col. William “Dollar” Young, Commander of the USAF 350th Spectrum Warfare Wing to discuss how the Air Force is addressing the challenges of achieving and sustaining EMS Superiority. Ken and Dollar talked at the AOC Dixie Crow Symposium 2022 in March in Warner Robins, GA. Let us know what you think of …
In this episode of From the Crows’ Nest, host Ken Miller revisits Joint All-Domain Command and Control (JADC2) and sits down with Bryan Clark and Dan Patt from the Hudson Institute to discuss their new report, “One Size Fits None: Overhauling JADC2 to Prioritize the Warfighter and Exploit Adversaries Weaknesses.” Ken, Bryan and Dan talk about the n…
In this episode, host Ken Miller welcomes Col. Jeffery Fischer, USAF (Ret), to discuss current developments in Ukraine and how the conflict may change how we think about fighting in the electromagnetic spectrum. Jeff is a 30-year Military Aviator and Electronic Warfare Officer with seven combat tours in Iraq, Afghanistan and the Balkans. He flew bo…
The Association of Old Crows (AOC) wants to make our podcasts the best they can be. To help us succeed, we'd like to hear your thoughts. Please take just a few minutes to complete our 2022 listener survey, because your opinion is very important to us. Thank you! In celebration of women’s history month, this episode of History of Crows, honors the c…
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Emso Talks
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Another way of looking at a country's carbon footprint - a tale of Switzerland and South Africa
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EMSO TALKS CARBON EMISSIONS: In this episode of Emso Talks, Mark Quandt, Investor Relations, sat down with Joe Leadbetter and Shikeb Farooqui from Emso’s Investment team to discuss themes from their white paper, ‘Another way of looking at a country's carbon footprint - a tale of Switzerland and South Africa’. On the back of the COP26 Conference, th…
In this episode, host Ken Miller welcomes a group of young engineers from NAVAIR at Naval Air Station Patuxent River, Maryland. In recent years, the local Association of Old Crows chapter at NAS Pax River coordinates the visit of a group of early career young engineers to the annual AOC Symposium and Convention in Washington, DC. Ken sits down with…
In this episode, host Ken Miller welcomes guest, Dr. Karen Zita Haigh. She is an author, speaker, and consultant on Cognitive Electronic Warfare and Embedded Artificial Intelligence and Machine Learning (AI/ML). She recently co-authored a new book, Cognitive Electronic Warfare: An Artificial Intelligence Approach. They discuss how cognitive systems…
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From the Crows' Nest
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A Conversation with John Knowles on the Russia/Ukraine Conflict
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In this episode, host Tala Alshaboot fills in for usual host Ken Miller to talk about a topic that has become the focal point of world news the past few days. Tala sits with JED editor, John Knowles to talk about the unfolding of the Russia-Ukraine conflict and what that means for the state of EMSO, the possible implications of the conflict on the …
In this episode, host Ken Miller shares with the listeners a special discussion that took place at AOC 2021, the 58th Annual AOC International Symposium & Convention. The discussion covered the rise of the Taliban, Global Security, and Counterterrorism 20 years after the beginning of Afghanistan and Iraq. EMSO is central to combat operations across…
In today’s episode, podcast host Ken Miller and CAPT David J. Rueter, US Navy, Program Manager for NAVAIR PMA-234, discuss the progress and future of the Next Generation Jammer (NGJ), the Navy’s state-of-art replacement for the venerable ALQ-99 Jamming Pod currently used on EA-18G Growlers, and the EA-6B Prowlers before that. Ken and CAPT Rueter al…
The Association of Old Crows (AOC) wants to make our podcasts the best they can be. To help us succeed, we'd like to hear your thoughts. Please take just a few minutes to complete our 2022 listener survey, because your opinion is very important to us. Thank you! The History of Crows’ is back with more stories about the world of electromagnetic spec…
Directed energy (DE) weapons are changing how we think about electromagnetic spectrum operations (EMSO). High tech innovations are more rapidly moving DE systems from the lab to the field and into the hands of our warfighters. In this episode, podcast host Ken Miller sits with Mr. Mark Neice, Executive Director of the Directed Energy Professional S…
EMSO TALKS EMSO: In this podcast, Emso’s Head of Product Management, Heather Kennedy, talks to CIO and Founder, Mark Franklin, and CEO of The HALO Trust, James Cowan. The HALO Trust helps countries recover after conflict by clearing the landmines and other debris of war left behind and promoting responsible arms control. HALO works in partnership w…
In this first episode of 2022, host Ken Miller sits with special guest, Col. Christopher “Trigger” Fernengel, the Commander of Space Delta 3, Space Operations Command, Peterson Space Force Base, Colorado. They discuss Space Delta 3 and how it executes premiere Space Electromagnetic Warfare through sustainable operations to dominate the space domain…
