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Hosted by Wellington Management · 🇺🇸 US · EN · 66 episodes
Established thought leaders with verified media credentials.
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
Wellington Management hosts The WellSaid Podcast, a business show with 66 episodes published.
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 super
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 –
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 7:4
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 v
Host Thomas Mucha and Global Industry Analyst Saul Rubin unpack the relationship between geopolitics and energy and industrial infrastructure investment. 3:05 – Adopting a geopolitical perspective 5:50 – China, the “grea
Commodities are shaping up to be a critical asset class for investors to consider in 2026. Veteran commodities portfolio manager David Chang joins host Thomas Mucha for a wide-ranging discussion on gold's ongoing bull ru
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 i
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 investment
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 indus
Evan Reiser, CEO of Abnormal AI, and Rob Mazzoni, technology sector lead for late-stage growth private investments, join host Thomas Mucha to discuss how innovations in cybersecurity and AI are poised to disrupt everythi
Macro Strategists Juhi Dhawan and Thomas Mucha break down the busy first half of 2025, discussing DOGE, tariffs, taxes, immigration, deregulation, and more. 2:30 – Tariffs are a tax 8:30 – Highs and lows of the new tax b
Portfolio managers John Smallcomb and Ed Baldini explain what extension strategies are, how they might benefit investors, and why interest in these strategies has been ticking up. 3:15 – What are extension strategies? 6:
Strategists Thomas Mucha and Johnny Yu discuss US-China strategic decoupling, trade tensions, and the implications for global markets and supply chains. 2:25 – Pause of US “reciprocal” tariffs on China 6:00 – National se
Strategists Thomas Mucha and Nick Wylenzek discuss the regime shift in European markets, focusing on deglobalization, tighter monetary policy, and increased government intervention. They explore the impacts on sectors li
Nick Samouilhan, co-head of Wellington’s multi-asset platform, joins host Thomas Mucha to discuss the importance of adapting portfolios to rising macro volatility, geopolitical changes, and structural shifts. Key topics
On the latest episode of WellSaid, fixed income strategist Amar Reganti joins host Thomas Mucha to explore the potential effects of tariffs, ongoing geopolitical conflicts, China's economic recovery, the growth of privat
Health care services experts David Khtikian and Josh Sommerfeld join host Thomas Mucha to explore the industry's transformation, diving into consolidation, tech innovation, value-based care, and the benefit of their publ
In the wake of the US election, macro strategists Juhi Dhawan and Michael Medeiros join host Thomas Mucha to discuss the market, policy, and geopolitical implications of Trump 2.0. In this episode: 1:15 – Equity market:
Macro strategist Mike Medeiros joins host Thomas Mucha to discuss the potential market impacts of the upcoming US election. Listen to the full episode to understand how different outcomes in the House, Senate, and White
Small-cap stocks have experienced a historic rotation in response to recent macro jolts. In the latest episode of WellSaid, equity strategist Andy Heiskell joins host Thomas Mucha to discuss his outlook for small compani
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The WellSaid Podcast is hosted by Wellington Management. The show is categorised under business (investing) and has published 66 episodes.
The WellSaid Podcast has published 66 episodes.
The WellSaid Podcast regularly covers business, investing. It sits in the business category, with a investing focus.
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Episodes of The WellSaid Podcast average 28 minutes. a focused format where a clear narrative arc and tight preparation matter most.
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