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Critical thinking

Marsh
Private Markets
Private Equity
Alternative Investments
Portfolio Construction
Private Credit
Private Debt
Hedge Funds
Market Volatility
Investment Strategies
Interest Rates
Investment Governance
Diversification
Infrastructure
Mercer Global Investment Forum
Real Estate
Artificial Intelligence
Inflation
Real Assets
Mercer
Carbon Markets

Join our thought leaders and special guests, as they explore and debate the themes, trends and opportunities shaping markets, and how these may translate for investors. Opinions expressed are those of the speakers as of the date of the recording and are subject to change without notice and do not necessarily reflect the opinions of Marsh. This is provided for informational and educational purposes... more

PublishesWeeklyEpisodes147Founded6 years ago
Number of ListenersCategories
InvestingBusiness

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Latest Episodes

Global sport is fast emerging as a compelling new asset class for institutional investors. In this episode of Critical Thinking, host Teena Jilka speaks with Alastair Seaman, Managing Director at KKR and a member of the Arctos sports investment busin... more

Managing inherited legacy private market portfolios is increasingly complex as allocations grow across private equity, credit, real estate, and infrastructure. This episode looks at the hidden operational and liquidity burden of these assets and outl... more

In the first episode of CEO Perspectives under our new Marsh brand, Mick Dempsey, President of Investments and Retirement, speaks with Jon Gray, President & COO of Blackstone, about the leadership principles that have shaped one of the world's larges... more

Liquidity has always been a consideration in private markets — but the way investors manage it is changing. In this episode of Critical thinking, Teena Jilka is joined by Mike Forestner and Benjamin Baumann to explore the rise of GP-led secondaries a... more

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Recent Guests

David Scopoliti
Global Head of Private Equity and Private Credit at Mercer
Mercer
Episode: Managing legacy private market assets: Turning complexity into opportunity
Kevin Jeffery
Head of Investment Solutions in Asia at Mercer
Mercer
Episode: Managing legacy private market assets: Turning complexity into opportunity
Jon Gray
President and Chief Operating Officer
Blackstone
Episode: Leadership, Building Enduring Businesses & Private Markets | In conversation with Jon Gray, President and COO of Blackstone
Laurent Rousseau
CEO for EMEA, and Global Capital Solutions at Guy Carpenter
Guy Carpenter (Marsh affiliate)
Episode: Trends and Opportunities in (Re)insurance
Eryn Bacewich
Head of Insurance Solutions within Mercer's Insurance Investment Practice
Mercer
Episode: Trends and Opportunities in (Re)insurance
Jean de Kock
Senior Investment Researcher
Mercer
Episode: What opportunities and risks are shaping securitized credit markets today?
Thimal Kollure
Senior Investment Specialist
Mercer
Episode: What opportunities and risks are shaping securitized credit markets today?
Andrew McDougall
Mercer's US Chief Investment Officer
Mercer
Episode: 1 Theme, 2 CIOs, 3 Questions: Geopolitics, AI, and the search for portfolio resilience
Garvan McCarthy
Mercer's Global Alternatives Chief Investment Officer
Mercer
Episode: 1 Theme, 2 CIOs, 3 Questions: Geopolitics, AI, and the search for portfolio resilience

Hosts

Anne Marie Schultz
Host; US Investments Commercial Leader, Mercer.
Roel Mehlkopf
Host; Advisor at Cardano; experienced podcast series host.
Marc Heemskerk
Host; Mercer/Cardano affiliated; Mercer speaker.
Kenny Pitman
Host of the Mercer podcast episode.
Jacob Schoenmaker
Recorded Dutch episode guest; pension media expert.

Reviews

4.9 out of 5 stars from 59 ratings
  • Brilliant podcast

    The podcast covers some of the most pressing issues in capital markets, geo politics and society. Rupert and his guests provide deep insights into these topics! Look forward to the next one.

    Apple Podcasts
    5
    Stephen oppptyy
    Ireland5 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Content consistently bridges theory with real-world portfolio implications.
The host combines sharp analysis with practical takeaways for investors.
Guests bring deep expertise across private markets and ESG-focused investing.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts
#129
Ireland/Business/Investing
Apple Podcasts
#195
Belgium/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

Leadership, Building Enduring Businesses & Private Markets | In conversation with Jon Gray, President and COO of Blackstone
Q: How do you reflect on the early years and the journey to current leadership at the firm?
He reflects on being in the right place at the right time, the energy and talent that attracted him to the firm, and the enduring emphasis on client focus, talent, and team cohesion as the foundation of the company's growth.
Managing legacy private market assets: Turning complexity into opportunity
Q: What are the key principles investors should keep in mind when handling inherited portfolios?
Principles include evaluating legacy assets in the context of the total portfolio, treating operational due diligence seriously, and recognizing that if selling on the secondary market, pricing can be more active and potentially surprising.
Managing legacy private market assets: Turning complexity into opportunity
Q: What surprising factors tend to stress test clients when dealing with legacy portfolios?
Clients are surprised by the sheer operational burden—managing capital calls, distributions, re-ups, and governance across hundreds of line items—and the need for institutional-grade infrastructure and human researchers to oversee them.
Managing legacy private market assets: Turning complexity into opportunity
Q: When we talk about legacy private market assets, what exactly do we mean and why is this issue growing now?
Legacy assets are older holdings across private markets that are now embedded in portfolios with different objectives, making them more governance-heavy and operationally complex. The issue is growing as many institutions have moved toward liquidity needs and liability-driven objectives, while higher rates reduce tolerance for illiquidity.
Trends and Opportunities in (Re)insurance
Q: Why are sidecars being used and how do they differ from cat bonds?
Sidecars are additional SPVs that are capitalized similarly to cat bonds but pay claims directly alongside the insurer for a broader, more frequent set of risks, enabling investors to participate in underwriting profits and the float; they provide a different risk-return profile and greater collaboration between reinsurers and asset managers.

Audience Metrics

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Frequently Asked Questions About Critical thinking

What is Critical thinking about and what kind of topics does it cover?

The show centers on capital markets, investing strategy, and risk management for institutional investors, often weaving in macro themes (geopolitics, inflation, AI-driven productivity) with practical portfolio implications. Episodes frequently explore credit sectors (securitized products, asset-backed finance, private debt), governance and resilience in investment processes, and the role of values-based or faith-aligned investing. A standout pattern is the blend of rigorous investment analysis with historical context, real-world case studies, and governance frameworks, offering listeners actionable ideas on diversification, risk budgeting, and manager selection. Noteworthy is the recurring emphasis on pragmatic tools, data governance, and t... more

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Which podcasts are similar to Critical thinking?

These podcasts share a similar audience with Critical thinking:

1. Money Maze Podcast
2. The Allocation: Private Markets for the Total Portfolio
3. The Credit Edge by Bloomberg Intelligence
4. The Markets
5. Dry Powder: The Private Equity Podcast

How many episodes of Critical thinking are there?

Critical thinking launched 6 years ago and published 147 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on Critical thinking?

Recent guests on Critical thinking include:

1. David Scopoliti
2. Kevin Jeffery
3. Jon Gray
4. Laurent Rousseau
5. Eryn Bacewich
6. Jean de Kock
7. Thimal Kollure
8. Andrew McDougall

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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