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2026-08-27T12:00:00-04:00 -
E6
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| 31:47
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Space is becoming critical infrastructure — but where are the investment opportunities, and what risks should investors consider? On the latest episode of WellSaid, host Thomas Mucha and guests Sean Petersen and Rupinder Vig explore how geopolitics, defense spending, AI and commercial innovation are reshaping the space economy.
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| S5:
Episodes
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Season 5
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Season 4
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Season 3
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Archived
Season 5
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2026-04-28T12:00:00-04:00 -
E4
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| 36:21
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Host Thomas Mucha and guests Nanette Abuhoff Jacobson and Andy Heiskell unpack what today’s geopolitics, valuations, and concentration mean for strategic allocation — and why diversification may matter more again.
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| S5:
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2026-04-09T12:00:00-04:00 -
E3
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| 29:02
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Our experts on Latin America discuss geopolitical shifts, economic resilience, and the region's strategic importance in global markets.
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| S5:
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2026-03-24T12:00:00-04:00 -
E2
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| 26:51
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Thomas Mucha discusses the importance of looking at the investment landscape through a geopolitical lens on the IMAP Independent Thought podcast.
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| S5:
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2026-02-03T12:00:00-05:00 -
E1
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| 27:08
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Host Thomas Mucha and Global Industry Analyst Saul Rubin unpack the relationship between geopolitics and energy and industrial infrastructure investment.
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| S5:
Season 4
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2025-12-18T12:00:00-05:00 -
E17
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| 28:04
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David Chang joins host Thomas Mucha for a wide-ranging discussion on gold's ongoing bull run, the role of central banks, the evolving energy landscape, AI, and the prospect of a new global commodities super cycle.
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| S4:
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2025-11-13T12:00:00-05:00 -
E16
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| 20:13
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How does Portfolio Manager Anna Lunden think about searching for alpha in large-cap equities? She explains, "it's about drawing on every tool in the toolbox," including macro insights from strategists like Nick Wylenzek. Tune into their conversation about the teamwork involved in navigating this asset class on the latest WellSaid podcast with host Thomas Mucha.
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| S4:
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2025-10-15T12:00:00-04:00 -
E15
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| 30:04
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The latest episode of our WellSaid podcast dives deep into the world of climate investing and the transformative role of AI in driving sustainable solutions.
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| S4:
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2025-09-09T12:00:00-04:00 -
E13
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| 29:49
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Strategists Bo Meunier and Thomas Mucha analyze the impacts of AI, shifting supply changes, and evolving consumer behavior on emerging markets.
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| S4:
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2025-09-04T12:00:00-04:00 -
E12
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| 27:45
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Evan Reiser, CEO of Abnormal AI, and Rob Mazzoni, technology sector lead for late-stage growth private investments, join host Thomas Mucha to discuss how innovations in cybersecurity and AI are poised to disrupt everything from the software industry to geopolitics.
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| S4:
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2025-07-22T12:00:00-04:00 -
E10
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| 30:52
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Macro Strategists Juhi Dhawan and Thomas Mucha break down the busy first half of 2025, discussing DOGE, tariffs, taxes, immigration, deregulation, and more.
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| S4:
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2025-06-19T12:00:00-04:00 -
E8
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| 20:05
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Portfolio managers John Smallcomb and Ed Baldini explain what extension strategies are, how they might benefit investors, and why interest in these strategies has been ticking up.
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| S4:
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2025-05-29T12:00:00-04:00 -
E6
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| 29:22
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Strategists Thomas Mucha and Johnny Yu discuss US-China strategic decoupling, trade tensions, and the implications for global markets and supply chains.
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| S4:
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2025-04-10T13:30:00-04:00 -
E3
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| 21:34
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Strategists Thomas Mucha and Nick Wylenzek discuss the regime shift in European markets, focusing on deglobalization, tighter monetary policy, and increased government intervention. They explore the impacts on sectors like defense, energy, and the evolving relationship with China.
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| S4:
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2025-03-13T12:00:00-04:00 -
E2
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| 25:36
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Nick Samouilhan, co-head of Wellington’s multi-asset platform, joins host Thomas Mucha to discuss the importance of adapting portfolios to rising macro volatility, geopolitical changes, and structural shifts.
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| S4:
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2025-02-13T12:00:00-05:00 -
E1
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| 30:21
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On the latest episode of WellSaid, fixed income strategist Amar Reganti joins host Thomas Mucha to explore the potential effects of tariffs, ongoing geopolitical conflicts, China's economic recovery, the growth of private credit, and much more on 2025's fixed income markets.
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| S4:
Season 3
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2024-12-19T12:00:00-05:00 -
E11
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| 29:03
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Health care services experts David Khtikian and Josh Sommerfeld join host Thomas Mucha to explore the industry's transformation, diving into consolidation, tech innovation, value-based care, and the benefit of their public/private collaboration.
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| S3:
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2024-11-07T14:00:00-05:00 -
E10
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| 21:30
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In the wake of the US election, macro strategists Juhi Dhawan and Michael Medeiros join host Thomas Mucha to discuss the market, policy, and geopolitical implications of Trump 2.0.
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| S3:
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2024-09-26T12:00:00-04:00 -
E9
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| 32:28
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Macro strategist Mike Medeiros joins host Thomas Mucha to discuss the potential market impacts of the upcoming US election. Listen to the full episode to understand how different outcomes in the House, Senate, and White House races could shape the economy.
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| S3:
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2024-08-15T12:00:00-04:00 -
E8
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| 23:48
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Small-cap stocks have experienced a historic rotation in response to recent macro jolts. In the latest episode of WellSaid, equity strategist Andy Heiskell joins host Thomas Mucha to discuss his outlook for small companies in this environment.
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| S3:
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2024-07-25T12:00:00-04:00 -
E7
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| 24:43
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European markets are rapidly evolving. In the latest episode of WellSaid, portfolio manager Dirk Enderlein joins host Thomas Mucha to discuss how long/short investors can potentially make the most of the changes.
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| S3:
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2024-06-20T12:00:00-04:00 -
E6
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| 29:53
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Head of Multi-Asset Strategy for EMEA, Supriya Menon, explores her team's latest research on how climate change affects capital market assumptions. The views expressed are those of the speaker(s) and are subject to change. Other teams may hold different views and make different investment decisions. For professional/institutional investors only. Your capital may be at risk.
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| S3:
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2024-05-20T12:00:00-04:00 -
E5
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| 31:49
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Head of liquid alternatives and hedge funds, Mark Sullivan, and investment director of diversifying strategies, Chris Perret, share their views on why the multidimensionality of macro investment approaches may help provide investors a smoother path forward amid an increasingly uncertain macro and geopolitical backdrop.
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| S3:
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2024-04-19T07:00:00-04:00 -
E4
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| 26:43
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Thanks to powerful corporate, political, social, and demographic tailwinds, India’s market has been firing on all cylinders. Ahead of the 2024 national elections, equity portfolio manager Niraj Bhagwat gives an inside look at these drivers and the impressive changes he is seeing across the country.
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| S3:
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2024-03-08T11:30:00-05:00 -
E3
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| 25:40
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Given the outsized effects of climate change on women and families, climate technology may be an avenue to better outcomes. Sector lead Molly Breiner joins host Thomas Mucha to break down the growing market and investment case for private climate tech.
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| S3:
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2024-02-22T12:00:00-05:00 -
E2
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| 27:16
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As investors, policymakers, and companies race to capture the opportunities associated with artificial intelligence, they must first understand myriad ethical risks. ESG analyst Caroline Conway joins host Thomas Mucha to explore this important issue.
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| S3:
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2024-01-25T12:00:00-05:00 -
E1
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| 29:45
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Portfolio manager Matt Witheiler joins host Thomas Mucha to discuss the outlook for private equity markets, from changing performance measures to the influence of AI.
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| S3:
Archived
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2023-12-21T12:00:00-05:00 -
E20
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| 27:30
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Veteran Fixed Income Portfolio Manager Campe Goodman offers his views on what investors can expect from credit markets in 2024.
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| S2:
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2023-11-30T12:00:00-05:00 -
E19
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| 29:03
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What's in store for the massive Asian equity and fixed income markets in 2024 and beyond? Portfolio managers Philip Fan and Ross Dilkes join host Thomas Mucha to discuss.
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| S2:
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2023-11-16T12:00:00-05:00 -
E18
-
| 27:05
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Head of private climate investing Greg Wasserman joins host Thomas Mucha to discuss his latest research on climate venture capital, including highlighting climate technology in the private market, the impact of today's geopolitical and policy environments, and much more.
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| S2:
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2023-11-09T12:00:00-05:00 -
E17
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| 27:56
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Multi asset strategist Nick Samouilhan joins host Thomas Mucha to discuss managing multi-asset portfolios in today's increasingly complex economic and geopolitical environment, including highlighting his latest research on income generation.
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| S2:
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2023-10-26T12:00:00-04:00 -
E16
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| 20:24
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Frederik Groce, Deal Lead for Wellington Access Ventures (WAV), joins host Thomas Mucha to discuss the state of the early-stage venture capital market. Fred shares his latest insights on growth efficiency, outlines the challenges and opportunities for historically overlooked founders, and spotlights how WAV partners with portfolio companies.
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| S2:
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2023-09-28T00:00:00-04:00 -
E15
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| 22:15
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Head of Investment Research Mary Pryshlak joins host Thomas Mucha to discuss the evolution of research in the asset management industry amid shifting market, technological, and geopolitical environments.
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| S2:
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2023-09-14T12:00:00-04:00 -
E14
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| 26:22
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Director of ESG Research Carolina San Martin and Portfolio Manager Katsuhiro Iwai join host Thomas Mucha to discuss shareholder activism and today's evolving sustainable investing disclosure expectations, including new standards from the International Sustainability Standards Board.
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| S2:
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2023-08-24T12:00:00-04:00 -
E13
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| 25:24
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Macro strategists Juhi Dhawan and Nick Wylenzek join host Thomas Mucha to explore how automation, shifting demographics, the onshoring of manufacturing, and other macro and geopolitical dynamics are impacting labor markets across the globe.
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| S2:
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2023-07-27T12:00:00-04:00 -
E12
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| 19:05
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Impact investor Jason Goins joins host Thomas Mucha to discuss social and geopolitical crosscurrents and the expanding opportunity set for impact investors.
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| S2:
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2023-07-13T12:00:00-04:00 -
E11
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| 24:25
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Director of Climate Research Chris Goolgasian and Dr. Zach Zobel of Woodwell Climate Research Center return to WellSaid to share their latest insights on the biodiversity research and investing landscape.
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| S2:
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2023-06-29T12:00:00-04:00 -
E10
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| 31:49
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Two of Wellington's tech experts join host Thomas Mucha to discuss the rapidly evolving AI landscape and separate hype from reality, highlighting everything from the industries most likely to be impacted to AI's geopolitical implications.
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| S2:
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2023-05-25T12:00:00-04:00 -
E8
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| 25:45
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Director of Climate Research Chris Goolgasian and Dr. Zach Zobel of Woodwell Climate Research Center join host Thomas Mucha to share their perspectives on the adaptation research and investing landscape.
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| S2:
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2023-05-04T12:00:00-04:00 -
E7
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| 26:44
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Portfolio manager Alan Hsu joins host Thomas Mucha to share his latest insights on climate investing, highlighting the growth of favorable climate legislation, the concept of true positives versus false negatives, the critical role of climate science in investing, and much more.
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| S2:
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2023-04-20T12:00:00-04:00 -
E6
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| 30:10
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Co-heads of biotech private investments I-hung Shih and Nilesh Kumar join host Thomas Mucha to explore today's private biotech market, highlighting the state of deal flow, valuations, and innovation.
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| S2:
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2023-04-06T12:00:00-04:00 -
E5
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| 24:19
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Fixed Income Portfolio Manager Brij Khurana joins host Thomas Mucha to discuss today's bank liquidity crisis, recession risk, and how a hard landing could impact markets.
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| S2:
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2023-03-09T12:00:00-05:00 -
E4
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| 19:26
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Portfolio Manager Yolanda Courtines joins host Thomas Mucha to discuss stewardship investing and how the key fundamental issues that matter to investors map over to the ESG context.
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| S2:
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2023-02-23T12:00:00-05:00 -
E3
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| 23:15
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From our offices in Tokyo, portfolio manager Dan Maguire joins host Thomas Mucha to discuss the massive economic and market implications of Japan's efforts to end deflation.
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| S2:
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2023-02-09T12:00:00-05:00 -
E2
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| 27:31
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In this episode of WellSaid, two veteran emerging markets investors, Bo Meunier and Niraj Bhagwat, join host Thomas Mucha to share their insights on the potential for a rebound in the asset class, with particular focus on opportunities in China, India, and across the Asia-Pacific region.
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| S2:
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2023-01-26T12:00:00-05:00 -
E1
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| 23:49
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In the first episode of WellSaid Season 2, Co-Head of Private Investing Michael Carmen joins host Thomas Mucha to share his constructive outlook for today's rapidly evolving private market landscape. In addition, they discuss the role of ESG in privates, how Wellington collaborates with entrepreneurs, and much more.
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| S2:
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2022-12-29T12:00:00-05:00 -
E20
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| 3:20
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Geopolitical Strategist Thomas Mucha looks back on highlights from WellSaid Season 1 and previews episodes to come in Season 2 in 2023.
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| S1:
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2022-12-15T12:00:00-05:00 -
E19
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| 32:06
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India is balancing immense growth opportunities — like digital transformation, domestic manufacturing, and industry consolidation — with complicated geopolitical, climate, and other risks. Macro Strategist Tushar Poddar joins host Thomas Mucha to explore the key macro and economic factors driving one of the world's most compelling investment markets.
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| S1:
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2022-12-01T12:00:00-05:00 -
E18
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| 22:55
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US midterm elections can be pivotal for financial markets, especially when they result in divided government. Macro Strategist Mike Medeiros joins host Thomas Mucha to discuss what 2022’s surprise midterm results may mean for equity and bond markets, US foreign and domestic policy, and the 2024 US presidential election.
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| S1:
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2022-11-10T12:00:00-05:00 -
E17
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| 34:50
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Portfolio Manager Matt Lipton and Global Industry Analyst Matt Ross join host Thomas Mucha to discuss their outlook for fintech in today's environment, exploring the recent pullback in the sector, disruptive fintech innovations, potential regulation, and much more.
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| S1:
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2022-10-28T12:00:00-04:00 -
E16
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| 33:23
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The market for sustainable credit in emerging markets is exploding. What's driving that growth? What are the challenges and opportunities? Veteran fixed income credit analyst Sam Epee-Bounya joins host Thomas Mucha to explore the rapidly changing environment for ESG and sustainable finance in Latin America and Africa.
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| S1:
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2022-10-14T12:00:00-04:00 -
E15
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| 33:00
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Macro strategist Gillian Edgeworth joins host Thomas Mucha to continue our discussion on the macro and market implications of the war in Ukraine, including the conflict's impacts on energy, food, and geopolitics.
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| S1:
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2022-09-30T12:00:00-04:00 -
E14
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| 25:30
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The war continues to exacerbate the twin crises of energy availability and affordability. We explore how the situation may take shape from here.
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| S1:
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2022-09-21T12:00:00-04:00 -
E13
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| 32:50
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Macro strategist Juhi Dhawan joins host Thomas Mucha to discuss her latest research on the Fed, inflation, and the key macro themes shaping today's markets.
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| S1:
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2022-09-08T09:54:57-04:00 -
E12
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| 26:43
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Contrarians are a breed apart. Bucking conventional market wisdom, they seek opportunities to invest in companies where fundamentals are solid but valuations are so dislocated that other investors may not want to touch them -- at least not yet. Equity Research Analyst Tarit Rao-Chakravorti joins host Thomas Mucha to explain his process and how he looks to the macro environment, history, news headlines, and even works of fiction to source contrarian ideas.
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| S1:
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2022-08-17T12:00:00-04:00 -
E11
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| 34:20
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Fixed Income Investment Director Amar Reganti joins host Thomas Mucha to discuss opportunities and risks in today's fixed income markets, exploring the impact of inflation, central bank policy, geopolitical conflict, potential recessions, and much more.
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| S1:
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2022-08-03T12:00:00-04:00 -
E10
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| 32:12
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Global Industry Analyst Rebecca Sykes joins host Thomas Mucha to discuss the future of the pharmaceutical industry. They highlight the impacts of COVID-19 on the industry and explore today's newest pharma innovations, such as treatments for cancer, obesity, and more.
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| S1:
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2022-07-13T12:00:00-04:00 -
E9
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| 37:42
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Host Thomas Mucha speaks with author and historian Hal Brands about lessons from the Cold War that can help investors understand and navigate today’s great-power struggles.
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| S1:
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2022-06-30T12:00:00-04:00 -
E8
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| 35:20
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Health care investor Wen Shi joins host Thomas Mucha to discuss the future of biotech innovation. They explore the potential of gene editing, targeted protein degradation, artificial intelligence, and much more, highlighting their impact on everything from patient outcomes to geopolitics.
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| S1:
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2022-06-14T12:00:00-04:00 -
E7
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| 31:20
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Once considered a niche area of sustainable investing done almost exclusively through private markets, public-market impact investing is expanding rapidly. Impact Measurement and Management Practice Leader Oyin Oduya sits down with host Thomas Mucha to discuss the future of impact investing, her research approach, and how her team thinks about generating market-rate returns alongside positive social and environmental outcomes.
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| S1:
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2022-05-24T12:00:00-04:00 -
E6
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| 39:37
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Market participants are closely watching China’s response to the war in Ukraine. The crisis has upended the geopolitical landscape, fractured tenuous alliances, and sharpened focus on strategic sectors. Host Thomas Mucha speaks with Santiago Millán, Wellington’s Hong Kong-based macro strategist, about his perspectives on China’s approach to Ukraine, climate change, and ongoing COVID-19 challenges.
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| S1:
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2022-04-27T12:00:00-04:00 -
E5
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| 37:28
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The war in Ukraine has roiled commodities markets, highlighted fossil fuel dependence, and accelerated the low-carbon transition. It has also exacerbated inflation and global geopolitical risks. Host Thomas Mucha welcomes Commodities Portfolio Manager David Chang and Global Industry Analyst Tim Casaletto to discuss these interrelated dynamics and the challenges they pose for ESG investing and analysis.
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| S1:
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2022-04-12T12:00:00-04:00 -
E4
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| 27:53
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Host Thomas Mucha welcomes Global Industry Analyst Yash Patodia to discuss how US/China tensions and rising rates impact the tech sector, the future of strategic sectors such as semiconductors and big data, and why he believes the Asia technology sector is pivotal to innovations like EVs and the metaverse.
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| S1:
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2022-03-29T11:00:00-04:00 -
E3
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| 33:21
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Director of Climate Research Chris Goolgasian joins host Thomas Mucha to discuss the many investment and geopolitical implications of climate change.
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| S1:
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2022-03-22T11:13:57-04:00 -
E2
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| 28:15
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Global Industry Analyst Eunhak Bae joins host Thomas Mucha to explore semiconductors' key role in the future of innovations like EVs, the metaverse, and cryptocurrencies as well as their implications for geopolitical issues like the conflict in Ukraine and US/China relations.
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| S1:
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2022-03-08T09:01:35-05:00 -
E1
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| 38:16
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Geopolitical Strategist Thomas Mucha asks Macro Strategist Mike Medeiros about his views on the Fed, inflation, his research approach, and how he believes the Russia/Ukraine crisis will shape policy and politics in 2022 and beyond.
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| S1:
Our Host
