Global Rotation Underway: Hervé Van Caloen on Japan’s Revival, Semiconductors, and Defense Spending
In this episode of Lead-Lag Live, I sit down with Hervé Van Caloen**, Owner and Portfolio Manager at **Mercator Investment Management, to break down why global markets outside the United States are entering a powerful new phase of leadership.
From Japan’s aggressive stimulus and corporate reform pu…
The Mercator International Opportunity Fund 4Q21
The Mercator International Opportunity Fund, 4th Quarter 2021
Letter by Herve van Caloen
Performance +14.27% YTD
Companies discussed: $AMZN$GOOG $GOOGL $MELI $THKLY $IRRHF $IFNNY $STM $ASMIY $MTGOF $ORPEF $WOSGF
$DMPHF $AMGDF $BOSSY $MOPPX $MOOPX
The Capital Literature Podcast brings you in…
The Mercator International Opportunity Fund 4Q21
The Mercator International Opportunity Fund, 4th Quarter 2021
Letter by Herve van Caloen
Performance +14.27% YTD
Companies discussed: $AMZN$GOOG $GOOGL $MELI $THKLY $IRRHF $IFNNY $STM $ASMIY $MTGOF $ORPEF $WOSGF
$DMPHF $AMGDF $BOSSY $MOPPX $MOOPX
The Capital Literature Podcast brings you inv…
EP 15 - Tariffs: Should I Change My Investing?
In this episode of Enlightened Wealth Strategies, James DiGesu and Jim Lombardo welcome international investment expert Herve Van Caloen of Mercator Investment Management to break down how today’s tariff policies are reshaping global markets. Together they explore the history of tariffs in the U.S.…
Leveraging Domain-Aware AI for RFP Automation: Advanced ABM Tactics and SEO Optimization in SaaS
In this episode, Harshit Gupta from Wytlabs talks with Farah Van Caloen, Director of Marketing at Rohirrim, an AI-powered RFP automation platform. Farah highlights Rohirrim’s unique domain-aware AI technology, which tailors content based on company-specific data, setting it apart in niche markets …
Mastering the Art of B2B Storytelling
Standing out in the crowded B2B SaaS market can be challenging. With numerous competitors offering similar solutions, it's difficult to capture attention and differentiate your product. Identifying a unique value proposition and clearly communicating what sets your solution apart is essential. This…
"The Explosion of Demand for Semiconductor Production Equipment"
"The Explosion of Demand for Semiconductor Production Equipment"
"Shanghai Cannot Become a Major Financial Center"
"Shanghai Cannot Become a Major Financial Center"
Crackers about Caracas!
Episode 85 was recorded at 6.30 EST on Thursday 10th September, 2026. We were joined by Herve van Caloen, Founder and CIO of Mercator Investment Management. Starting his career as an analyst at Scudder, Stevens and Clark in 1985, when global investing was still in its infancy.
He later launched The…
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‐ Benjamin "Llamacorn" Franklin
