Leaders with Joseph Cass

Epizodai

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  Blackrock's Wei Li: Is there an AI bubble? 01.09.2026 32min

  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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  UBS: Inside The Exclusive World Of Billionaires 23.07.2026 23min

  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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  How Private Credit Took Over Wall Street 27.05.2026 26min

  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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  Goldman Sachs: From Intern To International Co-CEO 01.04.2026 29min

  Joe Cass sits down with Kunal Shah, Co-CEO of Goldman Sachs International & Global Co-Head of FICC, to unpack the surprising story behind becoming one of the firm's youngest-ever Managing Directors at 27—and what that experience taught him about performance, mentorship, and taking the right risks at the right time. Timestamps: 00:00 – 5:08 Becoming the youngest ever MD at Goldman Sachs 5:08 – 7:06 Day in the life of a Co-CEO 7:06 – 9:48 Goldman Sachs client concerns on AI 9:48 – 10:25 Goldman Sachs internal AI platform 10:25 – 12:51 How to build successful relationships 12:51 – 16:00 How does Goldman Sachs use credit ratings? 16:00 – 17:45 Day in the life on an EM trading desk at Goldman Sachs 17:45 = 19:37 Phycological impact of financial trading 19:37 – 21:33 Teaching new traders at Goldman Sachs 21:33 – 22:23 Hedge funds looking at Drama graduates 22:23 – 24:07 What do people assume about working at Goldman Sachs that isn't true? 24:07 – 26:13 What is EMPower? 26:13 – 27:19 Kunal's view of Industry TV series and Wall Street movies 27:19 Kunal's alternative career path
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  Inside PIMCO: Andrew Balls on Managing Billions, AI Investing, and the Future of Credit 16.02.2026 35min

  Join Joe Cass as he interviews Andrew Balls, PIMCO's CIO for Global Fixed Income, to explore the intricacies of decision-making in finance, particularly under psychological pressure. In this insightful discussion, Andrew shares his strategies for managing stress while making high-stakes decisions that can impact billions of dollars. Whether you're a finance professional or simply interested in the dynamics of investment management, this conversation offers valuable insights into the future of finance and the evolving landscape of investment strategies. Chapters: 00:43 – 3:13 The Psychology of Managing Billions of Dollars 3:13 – 5:11 Public Bond Issuance Predictions 5:11 – 11:49 AI/Datacentre Predictions   11:49 – 16:43 The Meta Datacentre Transaction 16:43 – 19:58 How Are PIMCO Using AI To Invest? 19:58 – 23:26 PIMCO's Clients & Their Priorities 23:26 – 25:33 Why Didn't Andrew Choose Politics? 25:33 – 27:30 Andrew's Move From The FT to PIMCO 27:30 – 29:46 Transitioning To Portfolio Management 29:46 – 33:25 Andrew on Mohamed El-Erian & Bill Gross 33:25 – Close Watching Football & Playing The Drums
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  Barclays CEO Venkat on The UK Economy, AI & Cricket 20.11.2025 38min

  In this episode, Joseph is joined by Venkat, CEO at Barclays, and Saugata Saha, President at S&P Global Market Intelligence. Topics included Venkat's perspective on the future of the UK economy, his view on private markets, how Saugata see's AI being used in finance, Venkat's most important leadership lesson and both guests discuss their love of cricket.   Watch the episode on YouTube: https://www.youtube.com/playlist?list=PLUyvQsealzZa24wQkgNXKpsnLHhG1fGBj  Watch the episode on our website: https://www.spglobal.com/en/research-insights/podcasts/leaders
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  Richard Attias on Unlocking Prosperity, Global Leadership, and Investment 08.10.2025 30min

  In this episode of the Leaders Podcast, host Joseph Cass welcomes back Richard Attias, the Chairman of the Executive Committee at the FII Institute. They dive deep into the upcoming FII9 event in Riyadh, exploring the theme of "Unlocking Keys to Prosperity." Richard shares his unique insights into the private conversations of world leaders and global CEOs, emphasizing the importance of trust and personal relationships in fostering impactful investments. 0:00 Introduction 1:00 Conversations with World Leaders 3:00 The Importance of Trust in Global Investments 4:30 Overview of the FII9 Conference 6:00 The Evolution of FII 10:00 Interviewing President Trump 12:30 Key Concerns of World Leaders Today 15:00 FII vs. Davos: Defining Unique Identities 18:30 Future Aspirations for the FII Institute 21:00 Recommended Reading 23:00 Closing Remarks Subscribe (Apple Podcasts): https://podcasts.apple.com/us/podcast/leaders-with-joe-cass/id1515429355 Subscribe (Spotify): https://open.spotify.com/show/5TdWBOagDtFdO6Rr4PtN4W Watch on our website: https://www.spglobal.com/en/research-insights/podcasts/leaders
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  Robyn Grew on Market Volatility and AI Integration 09.09.2025 47min

  In this enlightening episode of The Leaders Podcast, host Joe Cass engages in a thought-provoking discussion with Robyn Grew, CEO of Man Group, and Dave Ernsberger, co-President of S&P Global Commodity Insights. Subscribe (Apple Podcasts): https://podcasts.apple.com/us/podcast/leaders-with-joe-cass/id1515429355 Subscribe (Spotify): https://open.spotify.com/show/5TdWBOagDtFdO6Rr4PtN4W Watch on our website: https://www.spglobal.com/en/research-insights/podcasts/leaders
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  Malin Norberg on Energy, AI & Market Risk 13.08.2025 32min

  In this enlightening episode of the Leaders podcast, host Joe Cass engages with industry stalwarts Malin Norberg, Chief Investment Officer at NBIM, and Dan Yergin, Vice Chairman at S&P Global. Together, they explore the evolving landscape of global energy, the implications of geopolitical shifts, and the critical role of innovation in driving sustainable development. Tune in to gain valuable insights on the challenges and opportunities that lie ahead, as well as the leadership strategies that can guide us through an ever-changing world. Chapters: 0:00 Introduction and Overview 2:31 Current Trends in Global Energy 10:16 Geopolitical Influences on Energy Markets 20:46 Innovation and Sustainability 30:01 Leadership in Times of Change 40:31 Looking to the Future 50:01 Q&A Session 55:01 Closing Remarks Subscribe (Apple Podcasts): https://podcasts.apple.com/us/podcast/leaders-with-joe-cass/id1515429355 Subscribe (Spotify): https://open.spotify.com/show/5TdWBOagDtFdO6Rr4PtN4W Subscribe (YouTube): https://www.youtube.com/@spglobalproud/podcasts Watch on our website:  https://www.spglobal.com/en/research-insights/podcasts/leaders
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  Ken Griffin on Building Citadel, AI & Independent Thinking 24.06.2025 28min

  In this episode, Joe is joined by Ken Griffin, CEO & Founder of Citadel and Martina Cheung, CEO & President of S&P Global. Discussion covered Ken and Martina's early careers, independent thinking in the era of AI, defining market 'edge' in 2025 and the upcoming 2026 Football World Cup hosted in North America.
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  Whoop's Will Ahmed on The Future of Healthcare & Cristiano Ronaldo 04.06.2025 24min

  In this episode, Joe is joined by Will Ahmed, CEO & Founder of Whoop and Arthur Wong, Managing Director at S&P Global Ratings. Discussion covered the evolution of healthcare, the power of wearable technology and Will's experience with top athletes like Cristiano Ronaldo and their health journey.  
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  Macquarie's Ben Way on Infrastructure, Datacenters & Being Present 17.04.2025 39min

  In this episode, Joe is joined by Ben Way, Group Head of Macquarie Asset Management and Andrea Quirk, Global Head of Credit Ratings at S&P Global Ratings. Discussion covered the explosion in growth of datacenters, how AI is driving demand for digital infrastructure and Ben's view of being present in the moment throughout your career.
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  Invesco CEO Andrew Schlossberg on Asset Management, AI & Football Culture 24.03.2025 30min

  In this episode, Joe is joined by Andrew Schlossberg, President & CEO at Invesco, and Dan Draper, CEO at S&P Dow Jones Indices. Topics included Andrew's journey from Invesco's corporate training program to CEO, Dan's perspective on the evolution of index-based investing, Andrew's insights on AI integration in asset management, and Dan's view on the future of the indexing business. The conversation also covered major industry trends, leadership advice for aspiring professionals, and experiences with football culture in London.
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  Ep55: CalPERs CEO Marcie Frost on Private Markets & Building Her Career 20.02.2025 43min

  In this episode, Joe is joined by Marcie Frost, CEO of CalPERS and Martina Cheung, CEO & President of S&P Global. Topics included Marcie's current view of the role of private assets in CalPERS portfolio, Martina's initiative and growth areas for 2025, Marcie's progression from typist to CEO and Martina's memories of breaking the gavel at the New York Stock Exchange.  
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  Ep54: Apollo's John Zito on Private Credit, His Career Path & Leadership 29.01.2025 27min

  In this episode, Joe is joined by John Zito, Co-President of Apollo Asset Management and Alex Birry, Global Head of Credit Research at S&P Global Ratings. Topics included views on private credit and the evolution of private markets, John's career trajectory to Apollo, Alex on global mega trends and John's advice for managing high performing teams.
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  Ep53: Ares' Michael Arougheti on Private Markets, Founding Ares & the Baltimore Orioles 21.11.2024 36min

  In this episode, Joe is joined by Michael Arougheti, CEO & Co-Founder of Ares and Lynn Maxwell, Global Chief Commercial Officer at S&P Global Ratings. Topics included Mike's memories of co-founding Ares, the rise in popularity of private markets and how Mike was offered co-ownership of the Baltimore Orioles.  
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  Ep52: Blackstone's Jon Gray on Private Markets, Career Advice & Jogging on LinkedIn 29.10.2024 32min

  In this episode of FI15, Joe is joined by Jon Gray, President & Chief Operating Officer at Blackstone and Doug Peterson, CEO & President of S&P Global. Discussion covered Doug's upcoming retirement, Jon on the future of private markets and infrastructure, Doug on GenAI and Jon on his viral jogging videos on Linkedin. This episode was recorded and published prior to Doug's retirement as CEO & President, he is now Special Advisor at S&P Global.
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  Ep51: Richard Attias On FII8 & Networking With Super VIPs 09.10.2024 34min

  In this episode of FI15, Joe is joined by Richard Attias, CEO & Founder of Richard Attias & Associates and CEO of the FII Institute. Topics included the upcoming FII Institute event in Riyadh, Richard's relationship with H.E Yasir Al-Rumayyan, how to successfully build senior relationships and Richard's networking tips to progress your career.
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  Ep50: Mohamed El-Erian on how AI is changing investing 04.09.2024 43min

  In this episode of FI15, Joe is joined by Mohamed El-Erian, President of Queens' College, University of Cambridge and Sudeep Kesh, Chief Innovation Officer at S&P Global Ratings. Topics discussed included the potential impact of AI on investing and portfolio management, how Mohamed incorporates data into his views, Sudeep on AI in movies and music and Mohamed's relationship with the Gen Z students at Queens'.
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  Ep49: SKKY Partners Jay Sammons on Private Equity & Working With Kim Kardashian 15.08.2024 25min

  In this episode of FI15, Joe is joined by Jay Sammons, Co-Founder of SKKY Partners and Raam Ratnam, Managing Director at S&P Global Ratings. Topics included SKKY Partners investment process, Jay's experience founding the company with Kim Kardashian, staying on top of consumer culture and Raam's takeaways from his career as an accountant.