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The WellSaid Podcast

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

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 monthlyEpisodes67Founded4 years ago
Number of ListenersCategories
BusinessInvesting

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Artwork for The WellSaid Podcast

Latest Episodes

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

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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

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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

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Recent Guests

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
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

Host

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

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 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.

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Talking Points

Recent interactions between the hosts and their guests.

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.
Searching for alpha in large-cap equities is a team sport
Q: Why do you think this is true? And on a practical level, how do you filter your input to be most helpful to Anna and her team?
Top-down drivers such as growth and interest rates significantly influence company performance, and it's crucial for stock pickers to stay aware of these changes.
Navigating today's climate investing landscape
Q: What company fundamentals matter most in climate investing?
Investors focus on upside vs downside and free cash flow, seeking companies operating in industries with favorable supply-demand dynamics.
Navigating today's climate investing landscape
Q: Can you give insights on the future of the US Inflation Reduction Act and climate technology development?
Current US policy is complex, with mixed support for renewable energy and a focus on AI driving innovation in energy transitions.

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?

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. FICC Focus
2. Capital Allocators – Inside the Institutional Investment Industry
3. Exchanges
4. The Credit Edge by Bloomberg Intelligence
5. The View From Apollo

How many episodes of The WellSaid Podcast are there?

The WellSaid Podcast launched 4 years ago and published 67 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. Alan Hsu
2. Masaya Okoshi
3. Bo Meunier
4. Rob Mazzoni
5. Evan Reiser
6. Juhi Dhawan
7. Johnny Yu
8. Nick Wylenzek

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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