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MAGELLAN - In The Know

Magellan Asset Management
Ukraine
Glp-1
Mastercard
Chipotle
Nestlé
Artificial Intelligence
Data Centers
Donald Trump
Semiconductor Industry
Digital Payments
Infrastructure Investment
Middle East
Russia
Infrastructure
Lowe's Home Improvement
Electric Vehicles
Iran
Hezbollah
China
Obesity

’In The Know’, is our monthly investment podcast, dropping on the last Tuesday of every month. Since inception in August 2020, we’ve been bringing you timely, thought-provoking insights to help you navigate today’s investment landscape. From deep dives into the latest macroeconomic and geopolitical issues, to our analysis on sectors and stocks in global markets. Join Magellan Investment Partners a... more

PublishesMonthlyEpisodes63Founded5 years ago
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Latest Episodes

Artificial intelligence is rapidly working its way into our lives, but would you trust it not only to choose purchases but also to pay on your behalf? That’s the world we’re heading towards, according to Visa’s Chief Product Officer for Commercial an... more

YouTube

What separates a successful turnaround from a value trap?

This month, Magellan’s Sector Head of Franchises and Healthcare, Hannah Dickinson, and Investment Analyst Emma Henderson explore consumer sector turnaround opportunities, focussing on househo... more

YouTube

Intuit’s transformation from a DIY financial software company to an AI-driven expert platform forms the backbone of this compelling conversation between the company’s Chief Technology Officer, Alex Balazs, and Magellan Portfolio Manager and Sector He... more

YouTube

The first 100 days of the second Trump administration have certainly been interesting for investors. And as the initial global tariff shock appears to be winding back, it’s a good time to draw on the thoughts and the insights of a Washington insider.... more

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Key Facts

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Find out how many people listen to this podcast per episode and each month.

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Recent Guests

Emma Henderson
Investment analyst at Magellan
Magellan Asset Management
Episode: The art of the turnaround: investing in companies at a crossroads
Alex Balazs
Chief Technology Officer at Intuit
Intuit
Episode: Intuit’s evolution from DIY software to an AI-driven expert platform
Michael Allen
Former senior White House national security official and Managing Director of Beacon Global Strategies
Beacon Global Strategies
Episode: The big issues for investors coming out of Washington
Morry Waked
Founder of Vinva Investment Management
Vinva Investment Management
Episode: From noise to signals: Vinva’s unique approach to systematic investing
Brian Van Abel
Chief Financial Officer of Xcel Energy
Xcel Energy
Episode: Xcel Energy – a bright spark to power growth
Michael Morell
Former acting director of the CIA and geopolitical consultant
Episode: Geopolitics and investment — the three hotspots to watch
Jack Hartung
Chief Financial Officer of Chipotle Mexican Grill
Chipotle Mexican Grill
Episode: Chipotle’s winning growth recipe
Gale Klappa
Chairman of WEC Energy Group
WEC Energy Group
Episode: Data Centres and Beyond: WEC Energy powering regional US growth
Jim Paetsch
Executive Director of Milwaukee 7
Milwaukee 7
Episode: Data Centres and Beyond: WEC Energy powering regional US growth

Host

Elisa Di Marco
Investment Director and Analyst with a deep focus on strategic investment decisions.

Reviews

4.6 out of 5 stars from 118 ratings
  • The captain has tied himself to the sinking ship

    I listened to the 31st Jan ep. titled ‘2023 the investment year ahead’ which lasted 30min:

    - 5min spent discussing 2023 and how well their amazing strategies are poised to to reap outsized returns without saying how they’ll do it or what sectors they’re bullish / bearish on.

    - 20min spent talking about how amazing their investment team and processes are.

    - 5min spent protesting that their performance over the past 2 years isn’t really their fault.

    - 0min spent explaining why we should trust them... more

    Apple Podcasts
    1
    AlterDeus
    Australia3 years ago
  • Well structured and high quality content

    This podcast is full of interesting info on businesses, industries, investor psychology and features many high profile guests!

    Apple Podcasts
    5
    citizennic
    Australia4 years ago
  • Fab podcast

    I could listen to Hamish talk all day. This months episode was particularly interesting on all things China. We are spoilt to have such brilliant minds to listen to on this podcast.

    Apple Podcasts
    5
    Teanutts
    Australia5 years ago
  • Great Business insights

    It’s really interesting to hear from top CEO’s and experts from around the world.

    Apple Podcasts
    5
    Aus_Dan
    Australia5 years ago
  • Super interesting

    Podcast Addict
    5
    Duebrew42
    5 years ago

Listeners Say

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

Listeners appreciate the high-quality content that features expert insights across various industries.
Some comments noted the podcast's focus on well-structured discussions and analysis of global markets, appealing to a professional audience.
Many find the discussions around investor psychology and macroeconomic trends particularly engaging and informative.

Top Investing Podcasts

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She's On The MoneyVictoria Devine
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Get Started Investing
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Retire Right
Retire RightGlen James

Talking Points

Recent interactions between the hosts and their guests.

Intuit’s evolution from DIY software to an AI-driven expert platform
Q: How do you ensure that all the capabilities remain a contributor to your moat?
Alex emphasizes the need to avoid complacency and continually leverage existing advantages to develop new ones in a rapidly changing technology landscape.
Intuit’s evolution from DIY software to an AI-driven expert platform
Q: What drove that early recognition of the importance of AI at Intuit?
It was a combination of organic insights from past experiences and the belief in the upcoming wave of AI, especially due to the company's rich data resources.
Intuit’s evolution from DIY software to an AI-driven expert platform
Q: What do you think have been the key to the company's success over a long period of time?
Alex discusses the importance of being proactive in disruption and the company's culture of innovation to avoid the pitfalls of The Innovator's Dilemma.
The big issues for investors coming out of Washington
Q: What are the two or three things that they might see on the TV with regards to China and Taiwan that if they saw it, they should go, okay, this is now happening?
The movement of Chinese military into a position closer to Taiwan and military buildup would be key indicators.
The big issues for investors coming out of Washington
Q: Do you think that the deficit will increase or decrease when this budget goes through?
It will likely come out with a slightly higher deficit and an increase to the debt, as healthcare costs are politically unpalatable to cut.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

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Location
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Household Income
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Frequently Asked Questions About MAGELLAN

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

This podcast offers in-depth discussions and insights related to the investment landscape, focusing on macroeconomic trends, geopolitical issues, and sector analyses within global markets. It features conversations with industry experts, including CEOs and members of the investment team, providing listeners with valuable perspectives on current events and their implications for investors. Unique for its combination of expert analysis and practical investment strategies, the discussions help demystify complex financial concepts, making them accessible to listeners interested in growing their understanding of investing.

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Which podcasts are similar to MAGELLAN?

These podcasts share a similar audience with MAGELLAN:

1. The Rules of Investing
2. Chanticleer
3. Your Wealth
4. Buy Hold Sell, by Livewire Markets
5. The Money Puzzle

How many episodes of MAGELLAN are there?

MAGELLAN launched 5 years ago and published 63 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

How do I contact MAGELLAN?

Our systems regularly scour the web to find email addresses and social media links for this podcast. We scanned the web and collated all of the contact information that we could find in our podcast database. But in the unlikely event that you can't find what you're looking for, our concierge service lets you request our research team to source better contacts for you.

Where can I see ratings and reviews for MAGELLAN?

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What guests have appeared on MAGELLAN?

Recent guests on MAGELLAN include:

1. Emma Henderson
2. Alex Balazs
3. Michael Allen
4. Morry Waked
5. Brian Van Abel
6. Michael Morell
7. Jack Hartung
8. Gale Klappa

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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