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Ep 6: Einars Garoza: Investing in East Africa Before the Crowd Arrives

Borders: Conversations on Global South Capital and Geopolitics

Release Date: 06/12/2026

Alexander Torrenegra: Why Geography No Longer Determines Talent

Borders: Conversations on Global South Capital and Geopolitics

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 while opportunity remains unevenly concentrated. Using Latin America as a case study, Alexander argues that geography no longer determines where world-class talent can...

Ep 10: Dharshan Munidasa: How Sri Lanka Turned Crab Into a Global Luxury Brand

Borders: Conversations on Global South Capital and Geopolitics

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 discuss Sri Lanka's emergence as a premium tourism and culinary destination following the end of the civil war, and how the country's seafood, tea, cinnamon, king coconut, and...

Ep 9: Tiaan Bazuin: Namibia, Africa Light, and the Next Oil Boom

Borders: Conversations on Global South Capital and Geopolitics

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, significant uranium and diamond reserves, and a growing tourism sector is positioning itself for a new phase of growth. They discuss Namibia’s relationship with South Africa, the Namibian...

Ep 8: Joshua Rotbart: The New Geography of Gold

Borders: Conversations on Global South Capital and Geopolitics

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 accumulating bullion at the fastest pace in decades, and how investors are increasingly prioritizing jurisdictional security alongside financial returns. They discuss the cultural role of gold across China, India,...

Ep 7: Ashley Cleveland: Africa Beyond South Africa

Borders: Conversations on Global South Capital and Geopolitics

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 Africa requires looking beyond familiar narratives. They discuss how Africa’s relationship with the West is evolving as governments place greater emphasis on sovereignty, resource...

Ep 6: Einars Garoza: Investing in East Africa Before the Crowd Arrives

Borders: Conversations on Global South Capital and Geopolitics

Andrew Henderson sits down with entrepreneur and Conserved Safaris founder Einars Garoza to explore why East Africa is emerging as one of the world's most compelling frontier investment stories. Having relocated from Europe to Uganda before expanding into Tanzania, Einars explains why tourism, hospitality, and real estate are attracting increasing attention from global investors seeking opportunities beyond traditional markets. Using Tanzania's safari industry as a case study, Einars explains how rising tourism, demographic growth, and constrained supply are creating attractive economics for...

Ep 5: Dilhan Fernando: Why Sri Lanka Exports Tea But Imports Poverty

Borders: Conversations on Global South Capital and Geopolitics

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 becoming essential for smaller nations trying to compete globally. They discuss Sri Lanka’s transformation from a colonial export economy into an emerging tourism,...

Ep 4: Cyrus Janssen: The Biggest Lie About China’s Middle Class

Borders: Conversations on Global South Capital and Geopolitics

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 flows, structural shifts are underway that investors and policymakers cannot afford to ignore. Rather than debating ideology, this conversation analyzes systems...

Ep 3: Cheta Nwanze: The Real Constraint on Nigeria’s Upside

Borders: Conversations on Global South Capital and Geopolitics

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 driver of stability and investment confidence. From there, they move through the realities that shape policy, markets, and everyday life: Nigeria as...

Ep 2: Erick Brimen: The Radical Bet Behind Honduras’ Private City

Borders: Conversations on Global South Capital and Geopolitics

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 explains how Honduras’ post‑crisis search for investment opened the door to a Hong Kong–style special jurisdiction, backed by private capital but embedded in...

More Episodes

Using Tanzania's safari industry as a case study, Einars explains how rising tourism, demographic growth, and constrained supply are creating attractive economics for hospitality investment. They discuss the realities of acquiring land, building luxury safari camps inside national parks, navigating local business culture, and why relationships often matter more than contracts. Along the way, they examine carbon credits, infrastructure, geopolitics, Chinese, Gulf, Russian, and Western investment across East Africa, and why Tanzania remains one of the continent's most overlooked growth markets. The conversation also explores safari real estate as an emerging asset class, the economics of luxury hospitality, demographic expansion, entrepreneurship, and why frontier markets increasingly reward operators willing to build on the ground rather than invest from afar.

In this episode, Andrew and Einars discuss:

Why Tanzania has become one of East Africa's fastest-growing investment destinations.
How safari tourism is evolving into an institutional-quality hospitality asset class.
The economics behind luxury safari camps, occupancy rates, and high operating margins.
Why constrained land supply inside national parks creates long-term pricing power.
How carbon credits first brought Einars to East Africa before expanding into hospitality.
The role of Chinese, Gulf, Russian, European, and American capital across the region.
Why East Africa's demographic growth is creating new opportunities beyond tourism.
The realities of land ownership, long-term concessions, and foreign investment in Tanzania.
How cultural differences, communication styles, and trust shape business success in East Africa.
Why logistics, infrastructure, and access to capital remain some of the region's biggest constraints.
Kenya, Rwanda, Uganda, and Tanzania's differing approaches to tourism and investment.
Why frontier markets continue to offer opportunities that mature economies increasingly cannot.

Follow Einars Garoza: on LinkedIn (https://www.linkedin.com/in/einars-garoza)

About Borders:
Borders is a long-form audio series hosted by Andrew Henderson, exploring how capital, power, and opportunity are reorganizing beyond the Western mainstream. Each episode features an unscripted conversation with founders, policymakers, investors, and thinkers operating at the edges of conventional narratives. The focus is structural clarity—not headlines.

Produced by Vesper (vesper.vc). Hosted by Mr. Andrew J. Henderson: (https://andrewjhenderson.com/)

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