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Hosted by Escala · 🇺🇸 US · EN · 100 episodes
Established thought leaders with verified media credentials.
'Perspectives' is a bi-weekly investment podcast brought to you by Escala. In a world cluttered with information, 'Perspectives' cuts through the noise to bring you insights and commentary on global financial markets, economics and geopolitical news and events. Hear our most up-to-date views straight from the Escala Investment Committee meeting room and learn how the CIO team incorporate macroeconomic views, central bank thinking and government policy into actionable investment ideas for our clients.As an economist and seasoned practitioner with both domestic and international investment experience, Escala CIO, Tracey McNaughton, shares her views and observations to help you make sense of today's investment landscape. Join Tracey, and others at Escala, as they discuss the big issues affecting your investment portfolio and interview industry-leading voices in wealth management. For more information visit: escalapartners.com.au
Escala hosts 'Perspectives' by Escala, a business show with 100 episodes published.
In this episode of Perspectives, Escala Chief Investment Officer, Tracey McNaughton, explores why productivity has become the defining investment and economic challenge - and why getting it right could unlock stronger gr
In this episode of Perspectives, Escala Chief Investment Officer, Tracey McNaughton, explores the question: who will pay for the building of strategic capability? From sovereign balance sheets and bond markets to private
In this episode of Perspectives, Escala Chief Investment Officer, Tracey McNaughton, explores the question: who will pay for the building of strategic capability? From sovereign balance sheets and bond markets to private
In this episode of Perspectives, Escala Chief Investment Officer, Tracey McNaughton, explores why the world is shifting from efficiency to resilience. Drawing on insights from General David Petraeus, the discussion exami
In this episode, Escala Investment Analyst, David Bruty interviews Paul Moore, founder and Chief Investment Officer of PM Capital. Paul discusses how he and his team implement their contrarian investment philosophy, how
In this episode of Perspectives, Escala Chief Investment Officer, Tracey McNaughton, unpacks a series of eye-opening conversations with leading AI investors and operators exploring how AI-native companies are redesigning
In this episode of Perspectives, Escala Chief Investment Officer, Tracey McNaughton, takes us inside the Milken Institute Global Conference 2026, from space-based AI breakthroughs to the massive infrastructure buildout p
In this episode, Escala Head of Managed Funds, Stephen Dickinson, speaks with Richard Blackburn from CVC Capital Partners. Richard discusses CVC's origins and evolution into a leading global private equity firm, why Euro
In this episode of Perspectives, Escala Chief Investment Officer, Tracey McNaughton, explains why today's geopolitical tensions signal a deeper structural shift – and what it means for markets, alliances, and investors.
In this episode of Perspectives, Escala Chief Investment Officer, Tracey McNaughton, explains how long-term investors are staying loose on the bars in response to the current oil shock. Plus, why managing today's risks i
In this episode of Perspectives, Escala Chief Investment Officer, Tracey McNaughton, talks about today's tensions in the Middle East, why geopolitical volatility is often shorter than feared and what it means for US-Chin
In this episode of Perspectives, Escala Chief Investment Officer, Tracey McNaughton, talks about the release of Escala's The Agenda publication, what a shifting global order means for investors and how it is shaping the
In this episode of Perspectives, Escala Chief Investment Officer, Tracey McNaughton, talks about what could be Googles' DeepSeek moment – the launch of Gemini 3. If it is everything that ChatGPT isn't, what does this do
In this episode, Escala Investment Analyst, David Bruty talks to Doug Tynan, Chief Investment Officer of GCQ Funds Management. Doug discusses GCQ's investment philosophy and the team's focus on quality industries and com
In this episode of Perspectives, Escala Chief Investment Officer, Tracey McNaughton, talks about gold and how it has become a hedge against distrust. When money becomes too political to believe in, investors turn to what
There are now more data centres being built in the US than office buildings. In this episode of Perspectives, Escala Chief Investment Officer, Tracey McNaughton, looks at the political implications of data centre demand
In this episode, Escala Investment Analyst Holly Brenchley speaks with Roy Keenan, Co-Head of Fixed Income at Yarra Capital and Portfolio Manager of the Yarra Enhanced Income Fund, a core Australian credit strategy. Roy
In this episode, Escala Partners Investment Analyst David Bruty talks to Crispin Murray, Head of Equities at Pendal. Crispin talks to some of the key themes from August's reporting season in Australian equities, the heig
In this episode of Perspectives, Escala Chief Investment Officer, Tracey McNaughton, shares an important lesson when riding a motorcycle that can be applied to China's FOMO driven equity rally. (00:51) We had a client lu
In this episode of Perspectives, Escala Chief Investment Officer, Tracey McNaughton, talks about the role private markets play in quietly innovating and why patient capital is so important. Public markets in contrast are
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'Perspectives' by Escala is hosted by Escala. The show is categorised under business (investing) and has published 100 episodes.
'Perspectives' by Escala has published 100 episodes.
'Perspectives' by Escala regularly covers business, investing. It sits in the business category, with a investing focus.
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