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The Exchange

Mubadala
Mubadala
Mubadala Investment Company
Private Equity
Artificial Intelligence
Abu Dhabi

How do long-term decisions actually get made? The Exchange is a podcast about the thinking behind investing, leadership, and institution-building at scale. Set inside Mubadala — a $385 billion global sovereign investor active in over 80 countries, from the energy transition to the AI revolution — the series goes beyond the headlines to explore honest conversations with leaders on how they navigate... more

PublishesMonthlyEpisodes5Founded5 months ago
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Artwork for The Exchange

Latest Episodes

The best investment decisions often come from asking broader questions.

In this epsiode of The Exchange, Derek Rozycki, Head of Responsible Investing at Mubadala, reflects on how investing has evolved over the past two decades, and why long-term per... more

Private equity today is shaped by a very different set of realities than it was a generation ago. 

Our Co-CEO of Private Equity, Luca Molinari, reflects on how the industry has evolved from a model driven largely by transactions and financial engine... more

What does financial discipline look like when an institution scales from millions to hundreds of billions?

In this episode of The Exchange, Carlos Obeid, Chief Financial Officer at Mubadala, shares how financial strategy evolves alongside institutio... more

What does disciplined investing look like when essential real assets and resilience sit at the heart of your strategy?

In this episode of The Exchange, Khaled Al Shamlan Al Marri, CEO of Real Assets at Mubadala, explains how infrastructure and real ... more

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Recent Guests

Luca Molinari
Co-CEO of Private Equity at Mubadala
Mubadala Investment Company
Episode: Luca Molinari: How Smart Capital Stays Patient
Carlos Obeid
Chief Financial Officer, Mubadala
Mubadala
Episode: Carlos Obeid: Value Beyond Numbers
Khaled Al Marri
CEO of Real Assets at Mubadala
Mubadala
Episode: Khaled Al Shamlan Al Marri: The Risk Castle - Discipline, Humility, and Long-Term Investing
Waleed Al Mokarrab Al Muhairi
Deputy Group CEO of Mubadala
Mubadala Investment Company
Episode: Waleed Al Mokarrab Al Muhairi: How to Build a Conviction-led Investor

Reviews

4.5 out of 5 stars from 8 ratings
  • Exchange by Mubadala

    Excellent knowledge to exchange with new generations 👍🏻🙏🏽

    Apple Podcasts
    5
    Mubarak70
    United Arab Emirates5 months ago

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Talking Points

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Carlos Obeid: Value Beyond Numbers
Q: What enable Mubadala to navigate uncertainty and crises effectively?
A combination of liquidity access, a skilled professional team, pre-programmed scenarios, diversified portfolios, and strong relationships with banks and investors creates a robust framework. This enables rapid, disciplined responses to shocks and helps sustain confidence among employees, partners, clients, and investors.
Carlos Obeid: Value Beyond Numbers
Q: How does AI fit into Mubadala's finance function, and where do humans still play a critical role?
AI is seen as a powerful tool for data processing, analytics, and speeding up operations, but humans are essential for assessing context, leadership decisions, and the intuitive aspects of investing that machines cannot replicate. The integration is about augmentation, not replacement, with humans overseeing AI outputs to ensure reasonableness and apply judgment based on experience.
Carlos Obeid: Value Beyond Numbers
Q: What has been the core evolution of Mubadala from a development-focused entity to a global investment organization?
The guest explains that Mubadala grew from a single project with a handful of people into a multi-asset, globally diversified organization. The shift involved expanding into private equity-like activities, adding asset classes, increasing the portfolio size, and building capabilities to manage capital for long-term horizons while maintaining discipline, governance, and a focus on delivering value for a broad set of stakeholders.
Waleed Al Mokarrab Al Muhairi: How to Build a Conviction-led Investor
Q: What are you most worried about as Mubadala grows and diversifies?
The biggest worry is the erosion of culture as the organization scales; keeping smart people with strong values aligned to a shared purpose is crucial.
Waleed Al Mokarrab Al Muhairi: How to Build a Conviction-led Investor
Q: How do you keep a contrarian essence when the organization is so large and successful?
Conviction is built through dialogue and multiple opinions, including contrarian ones, and we test and re-test our beliefs to ensure they stay valid across cycles.

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These podcasts share a similar audience with The Exchange:

1. All-In with Chamath, Jason, Sacks & Friedberg
2. The Rest Is Politics
3. Hard Fork

How many episodes of The Exchange are there?

The Exchange launched 5 months ago and published 5 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 Exchange?

Recent guests on The Exchange include:

1. Luca Molinari
2. Carlos Obeid
3. Khaled Al Marri
4. Waleed Al Mokarrab Al Muhairi

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