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The WellSaid Podcast
Wellington Management
66 episodes
2 weeks ago
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
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Investing
Business
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All content for The WellSaid Podcast is the property of Wellington Management and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
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
Show more...
Investing
Business
Episodes (20/66)
The WellSaid Podcast
Navigating today's climate investing landscape
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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2 weeks ago
30 minutes 4 seconds

The WellSaid Podcast
The science (and art) of bond trading
Trader Masaya Okoshi and host Amar Reganti talk about the evolution and mechanics of bond market trading.
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1 month ago
19 minutes 4 seconds

The WellSaid Podcast
Emerging markets, AI, and shifting supply chains
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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1 month ago
29 minutes 49 seconds

The WellSaid Podcast
The leading edge of AI and cybersecurity innovation
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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1 month ago
27 minutes 45 seconds

The WellSaid Podcast
Bond market opportunities beyond US borders
On the latest episode of Wellington’s InvestorExchange podcast, host Amar Reganti sits down with Brij Khurana, portfolio manager of an unconstrained bond strategy, to discuss the shifting dynamics of US and global markets, and what they mean for asset allocators.
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2 months ago
21 minutes 33 seconds

The WellSaid Podcast
US policy changes: Cutting through the chaos
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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3 months ago
30 minutes 52 seconds

The WellSaid Podcast
From CMBS to private credit: Navigating the future of securitized markets
Host Amar Reganti is joined by head of financial reserves management Alyssa Irving to discuss the state of commercial real estate lending, focusing on CMBS, private credit, and evolving market dynamics.
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3 months ago
18 minutes 21 seconds

The WellSaid Podcast
Extension strategies, explained
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.
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4 months ago
20 minutes 5 seconds

The WellSaid Podcast
Rates, trade, and “one big, beautiful bill”
Macro strategist Mike Medeiros joins host Amar Reganti to dissect the Trump administration's policy moves to date and what they may mean for the US economy going forward.
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5 months ago
20 minutes 59 seconds

The WellSaid Podcast
Trade, tariffs, and accelerating US-China strategic decoupling
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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5 months ago
29 minutes 22 seconds

The WellSaid Podcast
Tariffs, Treasuries, and taxes: What comes next?
Fixed income portfolio manager Connor Fitzgerald joins host Amar Reganti to discuss the potential effects of tariffs and other fiscal decisions on the bond market.
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5 months ago
23 minutes

The WellSaid Podcast
Credit investing amid today's volatility
The bond market is critical for moving credit through the global financial system. So how will global bond markets respond amid today's volatility? How have the first 100 days of the Trump administration changed the calculus? In the first episode of Wellington Management's new InvestorExchange podcast, host Amar Reganti, fixed income strategist, talks to Campe Goodman, head of multi-sector credit investing, about what's next for bond markets and how investors may be able to navigate them.
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6 months ago
20 minutes 57 seconds

The WellSaid Podcast
Navigating the European market's regime change
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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6 months ago
21 minutes 34 seconds

The WellSaid Podcast
Multi-asset investing in a brave new world
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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7 months ago
25 minutes 36 seconds

The WellSaid Podcast
Fixed income investing in 2025
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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8 months ago
30 minutes 21 seconds

The WellSaid Podcast
Health care investing in 2025: Public/private collaboration
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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10 months ago
29 minutes 3 seconds

The WellSaid Podcast
Trump 2.0: US election market impacts
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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12 months ago
21 minutes 30 seconds

The WellSaid Podcast
US election: Key market implications
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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1 year ago
32 minutes 28 seconds

The WellSaid Podcast
Why small caps are looking big again
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.
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1 year ago
23 minutes 48 seconds

The WellSaid Podcast
Long/short investing in a changing Europe
European markets are rapidly evolving. In the latest episode of WellSaid, portfolio manager Dirk Enderlein joins host Thomas Mucha to discuss how long/short investors can potentially make the most of the changes.
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1 year ago
24 minutes 43 seconds

The WellSaid Podcast
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