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The WellSaid Podcast

Wellington Management
Inflation
Geopolitical Risks
Climate Change
Tariffs
Asset Allocation
China
National Security
Macro Volatility
Investment Strategies
Globalization
Fiscal Policy
Bond Trading
U.s.-China Trade Relations
Supply Chains
Macroeconomic Trends
Risk Management
Technology
Geopolitics
Credit Markets
Defense Spending

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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BusinessInvesting

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Latest Episodes

Our experts discuss how the Iran conflict and AI-driven demand affect the outlook for oil, commodities, inflation, and energy security.

2:10 – Pre-war oil outlook

3:35 – Revised outlook for oil

7:00 – AI and an oil supercycle

9:50 – Critical i... more

Host Thomas Mucha and guests Nanette Abuhoff Jacobson and Andy Heiskell unpack what today’s geopolitics, valuations, and concentration mean for strategic allocation — and why diversification may matter more again.

2:45 – What are the two truths of U... more

YouTube

Our experts on Latin America discuss geopolitical shifts, economic resilience, and the region's strategic importance in global markets.

2:45 – US engagement in Latin America

4:30 – The Trump administration’s approach

7:45 – LatAm in the context of... more

Thomas Mucha discusses the importance of looking at the investment landscape through a geopolitical lens on the IMAP Independent Thought podcast.

2:45 – Geopolitics as fundamental to an investment perspective

9:40 – US versus them

15:25 – The role... more

YouTube

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Recent Guests

Nanette Abuhoff Jacobson
Multi-asset strategist at Wellington Management
Wellington Management
Episode: What shifts in US exceptionalism mean for asset allocation
Andy Heiskell
Chief Equity Strategist at Wellington Management
Wellington Management
Episode: What shifts in US exceptionalism mean for asset allocation
Andrea Alecci
Macro strategist
Wellington Management
Episode: Latin America: A dynamic partner poised for growth?
Gorka Lalaguna
Geopolitical analyst
Wellington Management
Episode: Latin America: A dynamic partner poised for growth?
Emily Barlow
Investment director for Perpetual Private
Perpetual Private
Episode: Geopolitics, The New Risk Factor
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

Host

Thomas Mucha
Geopolitical strategist and host focusing on connections between investment research and real-world trends.

Reviews

4.9 out of 5 stars from 97 ratings
  • Expected more

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

    Apple Podcasts
    2
    Ynot1111
    United States3 years ago
  • Wellsaid

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

    Apple Podcasts
    5
    djmpjm
    United States4 years ago

Listeners Say

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

Mixed feedback on promotional content vs. insights.
Positive takes on guests and practical market implications.
High-quality analysis and thought leadership repeatedly cited.

Chart Rankings

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

Apple Podcasts
#106
Israel/Business/Investing
Apple Podcasts
#236
Brazil/Business/Investing
Apple Podcasts
#247
Singapore/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

Geopolitics, The New Risk Factor
Q: What does this mean for portfolio construction and active management in practice?
It means dispersion is rising, diversification across regions and sector themes is essential, and active strategies that can navigate policy shocks, regional differences, and supply-chain risks are more likely to outperform broad beta in this environment.
Geopolitics, The New Risk Factor
Q: So Thomas, before we dig into specific regions and tensions, can you outline what's structurally different today and why geopolitical developments now have such a direct line into investment portfolios?
The fundamental shift is a transition from a long, stable geopolitical cycle to a more stress-tested, multipolar world. Climate change acts as a long-term stressor and energy dynamics, policy choices, and security considerations are increasingly shaping capital allocation, inflation, and risk premia, which means geopolitics is a structural driver rather than a background risk.
Power and resilience: The investment opportunity
Q: How did you come to this realization, Saul?
Saul explains that China's emergence as a disrupter to the legacy world order is a fundamental factor in the evolving investment landscape.
Power and resilience: The investment opportunity
Q: So putting on your investor hat, Saul, what are your views on the revenue streams for defense or dual use technologies?
Saul suggests that defense spending and budget allocations are critical considerations in shaping investment strategies, particularly in light of geopolitical instability.
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.

Audience Metrics

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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?

A finance-focused interview series that threads geopolitical dynamics, macro strategy, and investment research into practical market insights. Episodes frequently cover geopolitics, U.S.-China relations, energy and infrastructure, AI and cybersecurity implications, and evolving fixed income and equity markets, all through Wellington Management's global investment lens. The format typically features senior researchers, strategists, and portfolio managers who connect broad themes to actionable investment ideas, risk management, and portfolio construction. A notable strength is its deep ties to real-world policy and tech shifts, offering listeners a credible blend of strategic context and implementation guidance for institutional audiences.

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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 Allocators – Inside the Institutional Investment Industry
3. The View From Apollo
4. The Credit Edge by Bloomberg Intelligence
5. At Any Rate

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. Nanette Abuhoff Jacobson
2. Andy Heiskell
3. Andrea Alecci
4. Gorka Lalaguna
5. Emily Barlow
6. David Chang
7. Alan Hsu
8. Masaya Okoshi

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