The WellSaid Podcast
Wellington ManagementWellSaid 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
| Publishes | Monthly | Episodes | 68 | Founded | 4 years ago |
|---|---|---|---|---|---|
| Categories | InvestingBusiness | ||||
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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
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
Key Facts
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Reviews
- Expected more
Way too much firm promotion. Wellington has great thinkers. Let them wax freely.
Apple Podcasts2Ynot1111
United States3 years ago - Wellsaid
Outstanding podcast for people who are interested in learning new ideas.
Apple Podcasts5djmpjmUnited States4 years ago
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Apple Podcasts | #183 |  South Africa/Business/Investing |
Apple Podcasts | #190 |  Hong Kong/Business/Investing |
Talking Points
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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?
The show leans into macro and geopolitical themes shaping financial markets, blending geopolitics, energy, and investing strategy with practical portfolio considerations. Episodes frequently explore how global tensions, policy shifts, and technological advances—especially AI and cybersecurity—reshape asset allocation, commodity cycles, and fixed-income and equity opportunities. A notable throughline is translating research insights from Wellington Management's investment professionals into actionable ideas for defense of portfolios amid a multipolar world, energy transitions, and supply-chain resilience. The format often centers on big-picture drivers while drilling into specific markets, regions, and sectors, making it valuable for listene... more
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How many listeners does The WellSaid Podcast get?
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How many subscribers and views does The WellSaid Podcast have?
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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. Exchanges
3. Thoughts on the Market
4. The Markets
5. All-In with Chamath, Jason, Sacks & Friedberg
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.
How do I contact The WellSaid Podcast?
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What guests have appeared on The WellSaid Podcast?
Recent guests on The WellSaid Podcast include:
1. Elise Backman
2. Nanette Abuhoff Jacobson
3. Andrea Alecci
4. Gorka Lalaguna
5. Emily Barlow
6. David Chang
7. Alan Hsu
8. Masaya Okoshi
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.