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MAGELLAN - In The Know

Magellan Asset Management
Artificial Intelligence
Ukraine
Glp-1
Visa
Data Centers
Chipotle
Infrastructure Investment
Mastercard
Fintech
Donald Trump
Russia
China
United States
Ai-Powered Commerce
Generative AI
Nestlé
Infrastructure
Vinva Investment Management
Airlie Funds Management
Iran

’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

PublishesMonthlyEpisodes70Founded6 years ago
Number of ListenersCategories
InvestingBusiness

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Latest Episodes

How are data and AI reshaping the future of active investing?

Markets are moving faster than ever. AI is changing how investment managers research, think and ultimately make decisions — and the edge lies in knowing how to use it.

In this episode of... more

YouTube

Affordability pressures, alongside rapid investment, are reshaping the US economic story in 2026 — and the impact is being felt far beyond headline growth.

In this episode of In The Know, Rebecca Hiscock-Croft, Investment Director for the Magellan G... more

YouTube

How do you invest when markets feel driven by noise, narratives and sudden shocks?

In this episode, Emma Fisher, Deputy Head of Australian Equities at Airlie Funds Management and Joe Wright, Deputy Portfolio Manager, discuss how they navigate volati... more

YouTube

What could derail markets or fuel the next rally - after 3 years of gains?

In this conversation, Portfolio Managers Alan Pullen and Casey McLean join Investment Director and Analyst, Elisa Di Marco to reflect on the volatile start to 2025 and the po... more

YouTube

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Recent Guests

Rob Franklin
Research Manager at Vinva Investment Management
Vinva Investment Management
Episode: Finding the edge: data, AI and active investing
Brett Loper
Executive Vice President for Policy at the Peter G. Peterson Foundation; Executive Director of the Peterson Solutions Fund
Peter G. Peterson Foundation
Episode: Infrastructure, energy and the affordability challenge
Casey McLean
Portfolio Manager for the Magellan Global Fund and a technology enthusiast with 24 years of industry experience.
Magellan Investment Partners
Episode: From search to answers: How AI is changing the game
Matt Williams
Head of Australian Equities and Portfolio Manager at Airlie Funds Management
Airlie Funds Management
Episode: Australian Equities: Where are we now, and what’s next?
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

Hosts

Mark Burgess
Host of In The Know
Rebecca Hiscock-Croft
Host and Investment Director with the infrastructure team
Elisa Di Marco
Investment Director and Analyst

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
    Australia6 years ago
  • Super interesting

    Podcast Addict
    5
    Duebrew42
    6 years ago

Listeners Say

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

The show combines solid investing perspectives with occasional over-marketing criticisms, useful if you want practical insights.
High-quality content with interesting discussions on business and investor psychology, featuring many notable guests.
Listeners appreciate the depth on AI and tech topics, with strong guest expertise and global market context.
Consistently good business insights and top-tier guest lineup; strong for listeners seeking professional investment viewpoints.

Chart Rankings

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

Talking Points

Recent interactions between the hosts and their guests.

Infrastructure, energy and the affordability challenge
Q: Before we get started, Brett, I wanted to ask you a bit about your background.
Brett discusses his role at the Peterson Foundation, his focus on economic, fiscal, and health policy, and his prior experience in government and the private sector, setting up context for his perspectives on affordability and policy.
From search to answers: How AI is changing the game
Q: What indicators are you looking for that give you confidence that this is a technology that Alphabet's going to be able to transition through?
Monitoring effective monetization of AI answers, advertiser adoption, expanding query markets, and managing costs will all indicate Alphabet's success.
From search to answers: How AI is changing the game
Q: How do you envisage that Google is going to be transitioning from that search engine to the answer engine?
It's an evolution, already happening, that shifts towards providing direct comprehensive answers rather than just lists of links.
From search to answers: How AI is changing the game
Q: Can you talk us through what is the fundamental difference between search and generative AI?
The fundamental difference really comes down to intent and complexity, with traditional search focusing on specific queries while generative AI excels in complexity and creation.
Australian Equities: Where are we now, and what’s next?
Q: What stood out to you the most during this reporting season?
The resilience of the Aussie consumer, especially in retail results, despite economic challenges.

Audience Metrics

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Frequently Asked Questions About MAGELLAN

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

A business-focused investment podcast delivering monthly deep dives into macro trends, AI, infrastructure, and equity themes with a practitioner-heavy lens. Episodes frequently explore how data, alternative data, and AI are reshaping research, stock selection, and portfolio strategy, alongside discussions on energy, affordability, and policy impacts. Noteworthy moments include practical frameworks for assessing turnarounds, the AI narrative's impact on search and payments, and a disciplined emphasis on fundamentals, balance sheets, and capital returns over hype. The show appears to attract finance professionals seeking actionable insights and real-world investment perspectives from senior practitioners and fund managers.

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Which podcasts are similar to MAGELLAN?

These podcasts share a similar audience with MAGELLAN:

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

How many episodes of MAGELLAN are there?

MAGELLAN launched 6 years ago and published 70 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?

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What guests have appeared on MAGELLAN?

Recent guests on MAGELLAN include:

1. Rob Franklin
2. Brett Loper
3. Casey McLean
4. Matt Williams
5. Emma Henderson
6. Alex Balazs
7. Michael Allen
8. Morry Waked

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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