
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
| Publishes | Weekly | Episodes | 147 | Founded | 6 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | InvestingBusiness | |||

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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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.
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Apple Podcasts | #195 |
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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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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
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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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
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