The WellSaid Podcast

Epizode

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  Conflict reprices commodities and global risk 19.05.2026 31min

  Geopolitical Strategist Thomas Mucha and Commodities Portfolio Manager Elise Backman analyze how war in Iran and the closure of the Strait of Hormuz affect oil, energy, agriculture, metals, and more on the latest episode of the #WellSaid podcast. Tune in to learn what they're watching now.
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  What shifts in US exceptionalism mean for asset allocation 28.04.2026 36min

  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.
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  Latin America: A dynamic partner poised for growth? 09.04.2026 29min

  Our experts on Latin America discuss geopolitical shifts, economic resilience, and the region's strategic importance in global markets.
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  Geopolitics, The New Risk Factor 24.03.2026 26min

  Thomas Mucha discusses the importance of looking at the investment landscape through a geopolitical lens on the IMAP Independent Thought podcast.
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  Power and resilience: The investment opportunity 03.02.2026 27min

  Host Thomas Mucha and Global Industry Analyst Saul Rubin unpack the relationship between geopolitics and energy and industrial infrastructure investment.
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  Gold, AI, and the next commodities super cycle 18.12.2025 28min

  David Chang joins host Thomas Mucha for a wide-ranging discussion on gold's ongoing bull run, the role of central banks, the evolving energy landscape, AI, and the prospect of a new global commodities super cycle.
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  Searching for alpha in large-cap equities is a team sport 13.11.2025 20min

  How does Portfolio Manager Anna Lunden think about searching for alpha in large-cap equities? She explains, "it's about drawing on every tool in the toolbox," including macro insights from strategists like Nick Wylenzek. Tune into their conversation about the teamwork involved in navigating this asset class on the latest WellSaid podcast with host Thomas Mucha.
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  Navigating today's climate investing landscape 15.10.2025 30min

  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.
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  Emerging markets, AI, and shifting supply chains 09.09.2025 29min

  Strategists Bo Meunier and Thomas Mucha analyze the impacts of AI, shifting supply changes, and evolving consumer behavior on emerging markets.
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  The leading edge of AI and cybersecurity innovation 04.09.2025 27min

  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 everything from the software industry to geopolitics.
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  US policy changes: Cutting through the chaos 22.07.2025 30min

  Macro Strategists Juhi Dhawan and Thomas Mucha break down the busy first half of 2025, discussing DOGE, tariffs, taxes, immigration, deregulation, and more.
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  Extension strategies, explained 19.06.2025 20min

  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.
• 
  Trade, tariffs, and accelerating US-China strategic decoupling 29.05.2025 29min

  Strategists Thomas Mucha and Johnny Yu discuss US-China strategic decoupling, trade tensions, and the implications for global markets and supply chains.
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  Navigating the European market's regime change 10.04.2025 21min

  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 like defense, energy, and the evolving relationship with China.
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  Multi-asset investing in a brave new world 13.03.2025 25min

  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.
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  Fixed income investing in 2025 13.02.2025 30min

  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 private credit, and much more on 2025's fixed income markets.
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  Health care investing in 2025: Public/private collaboration 19.12.2024 29min

  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 public/private collaboration.
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  Trump 2.0: US election market impacts 07.11.2024 21min

  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.
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  US election: Key market implications 26.09.2024 32min

  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 House races could shape the economy.
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  Why small caps are looking big again 15.08.2024 23min

  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 companies in this environment.