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The WellSaid Podcast

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

PublishesTwice monthlyEpisodes65Founded4 years ago
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BusinessInvesting

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Latest Episodes

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

Strategists Bo Meunier and Thomas Mucha analyze the impacts of AI, shifting supply changes, and evolving consumer behavior on emerging markets.

1:00 – Top trend: AI

3:10 - Semiconductor supply chain

8:00 – The auto industry and US tariffs

10:30 – Do... more

YouTube

Evan Reiser, CEO of Abnormal AI, and Rob Mazzoni, technology sector lead for late-stage growth private investments, join host Thomas Mucha to discuss how innovations in cybersecurity and AI are poised to disrupt everything from the software industry ... more

YouTube

On the latest episode of Wellington’s InvestorExchange podcast, host Amar Reganti sits down with Brij Khurana, portfolio manager of an unconstrained bond strategy, to discuss the shifting dynamics of US and global markets, and what they mean for asse... more

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Recent Guests

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
Nick Samouilhan
Co-head of Wellington's Multi-Asset Platform and member of the firm's Investment Strategy Team
Wellington Management
Episode: Multi-asset investing in a brave new world
Amar Reganti
Fixed Income Strategist
Wellington Management
Episode: Fixed income investing in 2025

Host

Thomas Mucha
Geopolitical Strategist and host, focusing on how geopolitical events influence investment strategies.

Reviews

4.9 out of 5 stars from 93 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 reviewers express concerns about the promotional tone, suggesting it may overshadow valuable content.
Listeners appreciate the insightful discussions and the opportunity to learn from industry experts.

Chart Rankings

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

Apple Podcasts
#247
Japan/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

The leading edge of AI and cybersecurity innovation
Q: How do you think about staying the disruptor versus becoming the disrupted?
Evan emphasizes that he's constantly engaged with R&D on AI transformation, needing to adapt quickly to remain competitive.
From CMBS to private credit: Navigating the future of securitized markets
Q: What can you securitize?
You can securitize anything with a cash flow, even royalties or intellectual property rights.
From CMBS to private credit: Navigating the future of securitized markets
Q: What is the Financial Reserves Management business?
It's another name for our insurance investing business here at Wellington, focused on managing insurance portfolios differently.
Trade, tariffs, and accelerating US-China strategic decoupling
Q: How do you think the geopolitical tensions may impact investor confidence?
Johnny Yu highlights the intricate dynamics of geopolitical relationships and recognizes that while they create risks, there are also opportunities for investors in adapting to these changes.
Trade, tariffs, and accelerating US-China strategic decoupling
Q: What happens if these negotiations stall or fail?
Johnny Yu indicates that if negotiations stall, it could lead back to previous confrontations, but both sides currently have strong incentives to push for a deal due to the economic implications.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
Gender Skew
Location
Interests
Professions
Age Range
Household Income
Social Media Reach

Frequently Asked Questions About The WellSaid Podcast

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

Focusing on investment themes and the interconnections between global trends, the series features in-depth discussions with expert guests from various sectors. Episodes cover a diverse range of topics including bond trading innovations, the implications of U.S. policies on global markets, artificial intelligence's role in cybersecurity, and strategies for navigating the evolving financial landscape. Notably, there is a strong emphasis on exploring geopolitical dynamics and their impact on investment decisions, making it particularly relevant for listeners interested in how macroeconomic factors shape financial strategies.

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Which podcasts are similar to The WellSaid Podcast?

These podcasts share a similar audience with The WellSaid Podcast:

1. Capital Allocators – Inside the Institutional Investment Industry
2. FICC Focus
3. Making Sense
4. At Any Rate
5. The View From Apollo

How many episodes of The WellSaid Podcast are there?

The WellSaid Podcast launched 4 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 WellSaid Podcast?

Recent guests on The WellSaid Podcast include:

1. Masaya Okoshi
2. Bo Meunier
3. Rob Mazzoni
4. Evan Reiser
5. Juhi Dhawan
6. Johnny Yu
7. Nick Wylenzek
8. Nick Samouilhan

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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