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The WellSaid Podcast

Wellington Management
Climate Change
Inflation
Investment Strategies
Geopolitical Risks
Macroeconomic Trends
Venture Capital
Fiscal Policy
Asset Allocation
Interest Rates
Alternatives Investing
Monetary Policy
Long-Term Investment Planning
Sustainability
Capital Allocation
Supply Chain
Capital Market Assumptions
Transition Risks
Energy Transition
Income Generation
Clean Technology

WellSaid is produced by Wellington Management. Hosted by Geopolitical Strategist Thomas Mucha and featuring our global team of investment professionals, the series aims to draw connections between our investment research and real-world themes and trends. You can listen to this podcast and explore extensive research insights at Wellington.com

PublishesMonthlyEpisodes68Founded4 years ago
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Latest Episodes

Commodities are shaping up to be a critical asset class for investors to consider in 2026. Veteran commodities portfolio manager David Chang joins host Thomas Mucha for a wide-ranging discussion on gold's ongoing bull run, the role of central banks, ... more

Portfolio Manager Anna Lunden and Macro Strategist Nick Wylenzek talk about how to navigate macroeconomic shifts and trends like AI in global large-cap investing.

2:05 – Small-caps and the big picture

7:10 – How policy impacts philosophy and portfol... more

YouTube

The latest episode of our WellSaid podcast dives deep into the world of climate investing and the transformative role of AI in driving sustainable solutions.

2:00 Global climate policy environment

5:45 Climate investments as problem solvers

9:07 Ass... more

YouTube

Trader Masaya Okoshi and host Amar Reganti talk about the evolution and mechanics of bond market trading.

2:55 – Bond trading, then and now

5:40 – Price transparency vs ability to move risk

7:30 – What is portfolio trading?

9:35 – Hedging with credi... more

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Recent Guests

David Chang
Commodities Portfolio Manager
Wellington Management
Episode: Gold, AI, and the next commodities super cycle
Alan Hsu
Long-time climate investor and portfolio manager of climate-focused strategies
Wellington Management
Episode: Navigating today's climate investing landscape
Masaya Okoshi
Head of Investment Grade Trading at Wellington Management
Wellington Management
Episode: The science (and art) of bond trading
Bo Meunier
Portfolio manager on the EM equities team and a respected veteran of the firm
Wellington Management
Episode: Emerging markets, AI, and shifting supply chains
Rob Mazzoni
Wellington's technology sector lead for late stage private investments.
Wellington Management
Episode: The leading edge of AI and cybersecurity innovation
Evan Reiser
CEO of Wellington's private portfolio company Abnormal AI, the world's largest AI native cybersecurity firm.
Abnormal AI
Episode: The leading edge of AI and cybersecurity innovation
Juhi Dhawan
Macro strategist at Wellington Management
Wellington Management
Episode: US policy changes: Cutting through the chaos
Johnny Yu
Macroeconomic Strategist and expert on China based in Wellington's Hong Kong office
Wellington Management
Episode: Trade, tariffs, and accelerating US-China strategic decoupling
Nick Wylenzek
Macro strategist specializing in European markets
Wellington Management
Episode: Navigating the European market's regime change

Host

Thomas Mucha
Geopolitical strategist with expertise in investment research and market dynamics, engaging with a global team of investment professionals.

Reviews

4.9 out of 5 stars from 96 ratings
  • Expected more

    Way too much firm promotion. Wellington has great thinkers. Let them wax freely.

    Apple Podcasts
    2
    Ynot1111
    United States2 years ago
  • Wellsaid

    Outstanding podcast for people who are interested in learning new ideas.

    Apple Podcasts
    5
    djmpjm
    United States3 years ago

Listeners Say

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

Some listeners appreciate the insightful discussions and the quality of guest experts.
Concerns have been raised regarding the perceived promotional content for the firm, suggesting that the discussions may sometimes focus more on firm interests than broader market insights.

Chart Rankings

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Talking Points

Recent interactions between the hosts and their guests.

Gold, AI, and the next commodities super cycle
Q: How do you see the future of oil playing out?
The path for oil demand is changing; while there were predictions of a peak in demand due to electrification, it now appears more extended with various factors influencing the market.
Gold, AI, and the next commodities super cycle
Q: Do you think we're entering super cycle territory here?
Yes, we could be on the verge of a new super cycle, driven by power demand rather than oil, marking a significant shift from past cycles.
Gold, AI, and the next commodities super cycle
Q: What do you think is driving gold's strong performance?
The strong performance is driven by increased demand, particularly from central banks, reflecting broader themes such as de-dollarization and transactions in non-dollar currencies.
Searching for alpha in large-cap equities is a team sport
Q: How do you apply these big structural shifts in national security and the geopolitical backdrop to your process?
We employ a multidisciplinary approach where fundamental conviction is coupled with input from macro analysts to guide stock selection.
Searching for alpha in large-cap equities is a team sport
Q: What does it take to generate alpha consistently with long only large cap investing?
It requires a combination of strong bottom-up ideas and a disciplined process to draw insights from multiple sources including geopolitical and macroeconomic factors.

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Frequently Asked Questions About The WellSaid Podcast

What is The WellSaid Podcast about and what kind of topics does it cover?

Content revolves around making connections between investment research and real-world themes, particularly within the context of geopolitical developments, macroeconomic factors, and investment strategies. Notable discussions cover topics like climate investing, bond market evolution, and the impact of U.S.-China relations on financial markets. Through expert insights from experienced investment professionals, the series parses complex investment landscapes and explores the implications of global economic changes. This approach aims to cater to an audience keen on understanding the intricate relationships between economics, politics, and investment opportunities, making it a valuable resource for both industry professionals and interested l... more

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Which podcasts are similar to The WellSaid Podcast?

These podcasts share a similar audience with The WellSaid Podcast:

1. Odd Lots
2. Capital Ideas Podcast
3. The Credit Edge by Bloomberg Intelligence
4. The Memo by Howard Marks
5. Money Stuff: The Podcast

How many episodes of The WellSaid Podcast are there?

The WellSaid Podcast launched 4 years ago and published 68 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 WellSaid Podcast?

Recent guests on The WellSaid Podcast include:

1. David Chang
2. Alan Hsu
3. Masaya Okoshi
4. Bo Meunier
5. Rob Mazzoni
6. Evan Reiser
7. Juhi Dhawan
8. Johnny Yu

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