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Without Boundaries

Russell Investments
Investment Strategies
Financial Security
Active Managers
Asset Classes
Market Movements
Investors
Private Markets
Asset Management
Finance
Artificial Intelligence
Energy Transition
Manager Research
Global Financial Crisis
Mining Industry
Reverence Capital Partners
TA Associates
Russell Investments
Credit Markets
Rick Rieder
Critical Minerals

Welcome to Without Boundaries, a podcast from Russell Investments—where we go behind the portfolios to talk to the investors and thinkers who shape how markets move in the real world. At Russell Investments, we know that the best ideas don’t come from a single source. That's why we look far and wide—spanning markets and asset classes around the world—to find the most compelling managers and insigh... more

PublishesMonthlyEpisodes13Foundeda year ago
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Latest Episodes

In this episode of Without Boundaries, Jon Eggins sits down with Kirsten Bartok Touw, Co-Founder and Managing Partner at New Vista Capital, to explore investing at the intersection of aerospace, defense and emerging technology. Drawing on decades of ... more

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In this episode of Without Boundaries, Jon Eggins sits down with David Foley, Senior Managing Director and Chief Executive Officer of Blackstone Energy Partners, to explore how private capital is helping meet one of the defining challenges of our tim... more

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In this episode of Without Boundaries, host Jon Eggins sits down with Matt DeCicco, a leader on Lord Abbett’s equity investment team and portfolio manager on the firm’s Innovation Growth Equity team, with a focus on biotech and healthcare innovation.... more

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In the latest episode of Without Boundaries, host Jon Eggins sits down with Evgenia Gvozdeva, Global Head of Research and Development at Russell Investments. Evgenia reflects on growing up in post-perestroika Russia to building a career grounded in m... more

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Recent Guests

Kirsten Bartok Touw
Co-founder and managing partner at New Vista Capital
New Vista Capital
Episode: Kirsten Bartok Touw: Investing in the future of defense and space
David Foley
Senior Managing Director at Blackstone and Global Head of the Blackstone Energy Transition Partners Group
Blackstone
Episode: David Foley: Investing in the next energy cycle
Matt DeCicco
Portfolio manager at Lord Abbott dedicated to biotech investing
Lord Abbott
Episode: Matt DeCicco: Small-cap biotech with big ideas
Evgenia Gvozdeva
Global Head of Research at Russell Investments
Russell Investments
Episode: Evgenia Gvozdeva: Where AI Meets Judgment in Modern Investing
Rich Clarida
Global Economic Advisor at Pimco and former Vice Chair of the Federal Reserve
Pimco
Episode: Rich Clarida on Fed Duets, Fiscal Policy, and the Fragmentation Era
Mick Davis
Founder and CEO of Vision Blue Resources
Vision Blue Resources
Episode: Sir. Mick Davis: Why good rocks make great investments
Matt Hudson
An experienced investor running significant global equity strategies for Wellington Management.
Wellington Management
Episode: Timing is everything: How to get growth right
Rick Rieder
Chief Investment Officer for Fixed Income and Head of Global Allocation Business at BlackRock.
BlackRock
Episode: Unconstrained & Unscripted
Chris Joye
Investment strategist and expert in quantitative finance
Episode: Tariff Trades and Shark Tales

Hosts

Jon Eggins
Head of portfolio management at Russell Investments; long-tenured Russell Investments professional.
John Eggens
Head of portfolio management; Russell Investments veteran with extensive experience across leadership roles and hosting.

Chart Rankings

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

Apple Podcasts
#52
Ireland/Business/Investing
Apple Podcasts
#237
Ireland/Business

Talking Points

Recent interactions between the hosts and their guests.

Kirsten Bartok Touw: Investing in the future of defense and space
Q: What makes leadership teams compelling when evaluating defense/aerospace startups?
A successful team blends deep domain expertise, practical hardware/software integration know-how, and the ability to sell to the Department of Defense, combined with a founder who can scale a business and maintain trust with government partners.
Kirsten Bartok Touw: Investing in the future of defense and space
Q: Why invest early in Neo-Primes rather than relying on the major primes?
Neo-Primes move faster, stay closer to the customer, and can deploy R&D funding quickly to prototypes; they provide greater competition, better pricing, and the government's willingness to fund scalable solutions that meet urgent needs.
Kirsten Bartok Touw: Investing in the future of defense and space
Q: How do you distinguish trend recognition from spotting the next opportunity in defense and space?
By combining a deep understanding of end-customer needs, especially within the Department of Defense, with hands-on feasibility testing through fast-moving startups; we look for teams that can iterate quickly and connect technical vision with real procurement opportunities.
Matt DeCicco: Small-cap biotech with big ideas
Q: Has AI begun to impact drug development timelines and trial design for you?
AI will accelerate certain aspects of discovery and trial design over time, but biotech timelines remain driven by clinical data, FDA processes, and biology; the future benefit lies in faster, smarter trials and better patient outcomes.
Matt DeCicco: Small-cap biotech with big ideas
Q: How important is diversification in biotech within a small-cap portfolio?
Diversification helps manage the high dispersion of biotech returns; holding a mix of pre-commercial and commercial-stage names can capture multiple growth paths while using position sizing to control risk.

Audience Metrics

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Frequently Asked Questions About Without Boundaries

What is Without Boundaries about and what kind of topics does it cover?

The series centers on senior investment and portfolio leaders, with conversations that blend practical asset-management experience, macroeconomics, and tech-driven insights. Episodes frequently explore manager research, private and public markets, the impact of AI and data science on investing, and real-world challenges like the global financial cycle, energy transitions, and market mispricings across fixed income, credit, and equities. A notable pattern is interviews with long-tenured professionals from prominent investment firms who share strategic perspectives, leadership learnings, and episodic case studies that illuminate how decisions are made under volatility. The show often pairs veteran portfolio managers with peers or industry vet... more

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These podcasts share a similar audience with Without Boundaries:

1. The Daily
2. Conversations with Tyler

How many episodes of Without Boundaries are there?

Without Boundaries launched a year ago and published 13 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 Without Boundaries?

Recent guests on Without Boundaries include:

1. Kirsten Bartok Touw
2. David Foley
3. Matt DeCicco
4. Evgenia Gvozdeva
5. Rich Clarida
6. Mick Davis
7. Matt Hudson
8. Rick Rieder

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