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Elections Fiscal policy Geopolitical Inflation Interest rates Macro WELLSaid Podcast Podcast
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Trump 2.0: US election market impacts

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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Michael Medeiros, CFA

Juhi Dhawan, PhD

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21 min
Podcast
2025-11-30
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Global Industry Research Active management Volatility Brand Geopolitical Podcast
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The future of investment research

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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By

Thomas Mucha

Mary Pryshlak, CFA

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Podcast
2024-09-30
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Venture capital Private equity Private portfolio companies Private companies Late stage Private company management ESG Alternatives Private investing Private investments Podcast
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WellSaid: Partnering with portfolio companies

Co-head of private investing Michael Carmen explores how we partner with portfolio companies to help them along the "last mile from the private market to the public market" including on key ESG issues for private companies to consider.

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By

Michael Carmen, CFA

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Podcast
2024-07-31
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Private equity Private portfolio companies Equity Biotech Late stage Private company management WELLSaid Podcast No Optimizely Unique Perspectives Brand Private investments Podcast
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Private biotech market: Innovation, valuations, and capital efficiency

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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By

Thomas Mucha

Nilesh Kumar, PhD

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Podcast
2024-03-31
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Cryptocurrency Digital payments E-commerce Fintech program Disruption Economic cycle Private companies Financials Information technology Alternatives Equity Hybrid investing Global Industry Research Podcast
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Fintech market overview: The intersection of disruption and dispersion 

In the latest episode of WellSaid, 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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By

Matt Lipton, CFA

Matt Ross, CFA

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Podcast
2023-11-30
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Macro and market Impact Stewardship Podcast Sustainable investing No Optimizely Unique Perspectives
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The growing power of impact investing

Impact Measurement and Management Practice Leader Oyin Oduya appears on the WellSaid podcast series 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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By

Oyin Oduya, CFA

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Podcast
2023-05-31
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