Leaders with Joseph Cass

Welcome to Leaders, a podcast featuring long-form conversations with senior investors, CEOs, and entrepreneurs on topics that matter most to the investment community. In each episode, Joe Cass, Senior Director at S&P Global Ratings, explores market trends, investment outlooks, and personal stories from industry trailblazers. Listen now on Apple Podcasts, Spotify, YouTube, Amazon Music, and Deezer. This podcast series was formerly known as Fixed Income in 15.

Leaders with Joseph Cass is a business podcast hosted by S&P Global Ratings, with 70 episodes on record and a Required Pod Score of 80.

S&P Global Ratings hosts Leaders with Joseph Cass, a business show with 70 episodes published.

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  Leaders with Joseph Cass

  Brookfield: From Junior Analyst to $1 Trillion CEO

  Oct 1, 202628 min

  Brookfield Asset Management CEO Connor Teskey joins Joe Cass to talk about becoming the youngest CEO in the firms history, a letter that changed his life forever, the role of gut feeling in investing - and his playbook for leading a $1 Trillion empire. 00:00 Becoming CEO at 38-years-old 02:17 The letter that changed Connor's life 05:07 Connor telling his wife he got the job 08:00 How much of investing is gut feeling? 09:34 Being the youngest CEO in the room 13:32 The biggest misconceptions about AI 17:50 Are we building too fast in AI 21:00 Will AI create mass wealth or mass unemployment? 23:18 The role of credit ratings in private markets 26:14 Brookfield in 2036 Follow Joe on Linkedin: https://www.linkedin.com/in/josephcass/

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  Leaders with Joseph Cass

  How Did One Bank Create So Many Wall Street Titans? | Ken Kencel

  Sep 24, 202640 min

  Churchill Asset Management's Ken Kencel joins Joe Cass to talk about the culture and legacy of his old firm Drexel Burnham Lambert, presenting to Michael Milken, starting multiple successful financial businesses and his secret to building strategic, long-term relationships. 00:00 Drexel Burnham Lambert in the 1980's 05:41 The culture and legacy of Drexel 08:23 Presenting to Michael Milken 09:48 Starting Churchill before the financial crisis 13:22 Selling to The Carlyle Group 16:32 Calling up David Rubenstein 18:26 Building a $100Bn AUM business from scratch 28:01 Ken's childhood and being raised by his Uncle 35:57 Ken's secret to building strategic, long-term relationships Follow Joe on Linkedin: https://www.linkedin.com/in/josephcass/

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  Episode #67

  Blackrock's Wei Li: Is there an AI bubble?

  Sep 1, 202632 min

  BlackRock's Global Chief Investment Strategist Wei Li joins Joe Cass to talk about whether the AI boom is a bubble, why she thinks we're still in the early build-out phase, and how a wider-than-ever range of outcomes is reshaping portfolios. 00:00 Is there an AI bubble? 05:08 Day in the life of Wei Li 06:14 How to stand out in an AI world 08:08 Blackrock's internal AI platforms 10:02 Wei's most important datapoint 11:18 Wei's contrarian investment belief 12:31 What is it really like working at Blackrock? 13:37 Inside Blackrock's Investment Committee 14:45 Biggest misconceptions about Blackrock 18:29 Public to Private Markets power shift 21:14 How Wei communicates 23:28 The importance of an S&P rating 24:40 How to be disciplined in a whipsaw market? 26:38 The rise (and fall?) or US market dominance 28:55 Wei's advice to young professionals Follow Joe on Linkedin: https://www.linkedin.com/in/josephcass/

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  Episode #66

  UBS: Inside The Exclusive World Of Billionaires

  Jul 23, 202623 min

  In this episode, Joseph speaks with Mark Haefele, Chief Investment Officer at UBS, about what truly separates lasting wealth from wealth that gets eroded, across investing, family dynamics, and generational planning. They explore why inheritance planning can be the hardest financial puzzle wealthy families face, how billionaires think about keeping families aligned, and what happens when emotions, identity, and "behavioral noise" run the portfolio instead of a clear plan. Chapters: 0:00 The biggest mistake wealthy investors make 1:37 What are the world's wealthiest people most worried about right now? 2:44 Personal habits of billionaire families 4:24 What asset class are wealthy families increasing exposure to? 5:03 The 'Godfather' approach to inheritance 7:21 Succession TV show in real life 9:08 Why do some families retain wealth, and others lose it all? 10:28 The billionaire asset allocation template 12:06 What long term risk are markets underpricing? 13:11 An unstable decade for investors 14:08 UHNWI's view of private markets 16:40 Investing sophistication of UHNWI's 18:10 UHNWI appetite for private credit 19:15 Preferred asset classes of the wealthiest people in the world 20:12 The importance of credit ratings 21:09 Has working with billionaires changed Mark? 22:15 Mark's #1 tip for young people to build wealth today

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  Leaders with Joseph Cass

  How Private Credit Took Over Wall Street

  May 27, 202627 minS66

  This episode features Blair Jacobson, Co-President of Ares Management Corporation, discussing private credit investment strategies, risk management, and firm growth. He shares insights on how Ares maintains a conservative approach to avoid losses, the importance of relationships and reputation in deal origination, and the firm's expanding areas like asset-backed credit and wealth management. Blair also touches on the evolving role of credit ratings in private markets, the firm's involvement in sports investments, and offers advice for young professionals entering finance amidst technological disruption. Chapters: 00:00 What could go wrong in private credit 1:34 How prepared is Ares for a downturn 6:55 Football & sports investment – Chelsea & Athletico Madrid 10:17 Finding sports investment opportunities 10:58 How does Ares find new business 14:57 Finding lucrative deals 16:07 Private credit ratings 18:56 Big insurers moving into private credit 20:13 Building a career in the AI era 22:13 "Relationship training" 24:00 Why is Ares Co-Founder Michael Arougheti so successful Recording date: 18 February 2026.

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