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Artwork for The Active Share
Artificial Intelligence
Leadership
Aging
US Equity Market
European Defense Industry
Tariffs
Trust
Capitec Bank
Law Enforcement
Emerging Market Debt
China
Mildef
Inflation
Income Inequality
Global Trade
Voltronic Power Technology
Digital Banking
Catapult Sports
Openai
Biotechnology

Curious about the ever-changing world and how it impacts investing? So are we. If you’re seeking the less obvious, The Active Share podcast is for you. Hear thought-provoking conversations with thought leaders, company executives, and William Blair Investment Management’s own analysts and portfolio managers as they share unique perspectives on investing in a world that’s always evolving. Disclosur... more

PublishesMonthlyEpisodes65Founded7 years ago
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Artwork for The Active Share

Latest Episodes

How can organizations build the cultural agility required to remain competitive? In this episode of SuiteTalk, Hugo is joined by Mariam Ahmed, co-founder and CTO of Menza, to explore how organizations can navigate fragmented data landscapes and harne... more

YouTube

Five years after his last appearance, Jay Kannan, CFA, a research analyst on William Blair’s global equity team, returns to The Active Share to explore how technology has fundamentally transformed from software and services to infrastructure and hard... more

YouTube

Emerging markets debt (EMD) has evolved from a niche corner of global fixed income into a broad, increasingly resilient asset class. In this episode of The Active Share, Hugo is joined by Marcelo Assalin, CFA, partner, portfolio manager, and head of ... more

YouTube

Africa’s growth story has long been misunderstood. On this episode of The Active Share, Hugo is joined by Joe Studwell, author of "How Asia Works" and "How Africa Works," to unpack the forces shaping Africa’s economic trajectory. Studwell challenges ... more

YouTube

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Recent Guests

Jay Kannan
Tech analyst covering hardware, semiconductors, telecom equipment
William Blair Investment Management
Episode: The Cloud Has Come Back Down to Earth
Marcelo Assalin
Partner and portfolio manager, leads EM debt team
William Blair Investment Management
Episode: The EMD Story Investors Overlook
Joe Studwell
Economist, author of How Africa Works
Author and analyst on economic development
Episode: The Africa Narrative We’ve Been Getting Wrong
Kristen Ziman
Former chief of police, Aurora, Illinois; keynote speaker and author of Reimagining Blue
Reimagining Blue / Aurora Police Department (former)
Episode: Finding the Courage to Change Culture
Will Lopez
CEO of Catapult Sports
Catapult Sports
Episode: Will Lopes: CEO of Catapult Sports
Simon Fennell
Portfolio Manager
William Blair Investment Management
Episode: 2026: This Year Sounds Different
Martin Bruncko
CEO and founder of Schuman Financial; former Director for Europe at Binance; Slovakia's innovation minister and deputy finance minister; Stanford/Harvard alumnus
Schuman Financial; formerly Binance Europe; Slovak government roles
Episode: Martin Bruncko: CEO and Founder of Schuman Financial
Jane Sun
CEO and board member of Trip.com Group
Trip.com Group
Episode: Jane Sun: CEO of Trip.com Group
Gerrie Fourie
Former CEO of Capitec Bank
Capitec Bank
Episode: Gerrie Fourie, Former CEO of Capitec Bank

Host

Hugo Scott-Gaul
Host of The Active Share (multiple variants across episodes) with affiliation to William Blair Investment Management.

Reviews

4.8 out of 5 stars from 70 ratings
  • Global Outlook Episode

    Very insightful information.

    Apple Podcasts
    5
    Niko3205
    United States3 years ago
  • Microchips episode

    Fascinating and frightening episode - thoroughly stimulating. Keep them coming.

    Apple Podcasts
    5
    TwickenhamPhil
    United Kingdom3 years ago

Listeners Say

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

Impressive coverage of AI, hardware, and tech-enabled markets; the discussions are both deep and practical.
Insightful, investment-focused conversations that connect macro trends to portfolio strategies.
Hosts bring strong industry credibility and thoughtful questions that frame complex topics clearly.

Chart Rankings

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

Apple Podcasts
#84
South Africa/Business/Investing
Apple Podcasts
#219
South Africa/Business

Talking Points

Recent interactions between the hosts and their guests.

The Africa Narrative We’ve Been Getting Wrong
Q: Two related questions. How would Africa have fared if it wasn't for the Cold War, and how do you think Africa would have fared without it?
The Cold War context mattered, but the fundamental constraint was still demographic and educational development; even without Cold War dynamics, Africa would have faced the same core limits of population density and the need to educate its population to achieve sustained growth.
2026: This Year Sounds Different
Q: Simon, given the mega AI trend, how do you judge when enough build-out has occurred and who will win as the market evolves?
There are multiple approaches including evaluating the picks and shovels enablers like NVIDIA, assessing data center buildouts and energy needs, and watching for the emergence of viable business models and free cash flow, while recognizing that this could be a longer cycle with several years of upside ahead.
2026: This Year Sounds Different
Q: Olga, on the mindset question, how do you think about shifting from past preferences to a world where growth is located in different places and perhaps in different sectors?
Growth often leads the improvement in quality, and the opportunity is in recognizing that lower-quality industries at the start can become high-quality as growth and capital allocation shift, especially when you follow the delta rather than cling to prior preferences.
Martin Bruncko: CEO and Founder of Schuman Financial
Q: What drives you to be an entrepreneur?
Bruncko explains a core motivation to work on things that can change society at a large scale, integrating experiences from government, non-profit work, and entrepreneurship to pursue impact and systemic change.
The Global Growth Engine: 2025 and Beyond
Q: Is there a growth problem?
There is no growth problem; in fact, there is plenty of growth around, especially with the current healthy GDP growth in the US.

Audience Metrics

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Listeners per Episode
Gender Skew
Location
Interests
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Household Income
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Frequently Asked Questions About The Active Share

What is The Active Share about and what kind of topics does it cover?

The show centers on high-level conversations about investing, technology, and global macro trends, featuring portfolio managers, analysts, and executives who offer practical takes on markets, policy, and innovation. Episodes frequently explore AI, semiconductors, fintech, and geopolitical dynamics, often tying these themes to investment implications and portfolio strategy. Noteworthy is the emphasis on real-world case studies, leadership, and how technology-driven shifts reshape value creation across industries. For potential listeners, expect informed commentary from industry insiders with a perspective grounded in investment management, policy context, and scalable business models.

A standout aspect is the blend of finance-focused analys... more

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These podcasts share a similar audience with The Active Share:

1. The Rest Is History
2. Prof G Markets
3. UnterBlog

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The Active Share launched 7 years ago and published 65 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 The Active Share?

Recent guests on The Active Share include:

1. Jay Kannan
2. Marcelo Assalin
3. Joe Studwell
4. Kristen Ziman
5. Will Lopez
6. Simon Fennell
7. Martin Bruncko
8. Jane Sun

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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