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WellSaid — The Podcast

WellSaid is produced by Wellington Management. The series aims to draw connections between our investment research and real-world themes and trends.

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WellSaid – The Wellington Management Podcast

Episodes

Season 4
Season 3
Season 2
Season 1

Season 4

13 March 2025

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Multi-asset investing in a brave new world

| 25:36

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.

Nick Samouilhan, PhD, CFA, FRM

| S4:

13 February 2025

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Fixed income investing in 2025

| 30:21

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.

Amar Reganti

| S4:

Season 3

19 December 2024

E11

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Health care investing in 2025: Public/private collaboration

| 29:03

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.

David Khtikian Josh Sommerfeld

| S3:

07 November 2024

E10

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Trump 2.0: US election market impacts

| 21:30

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.

Juhi Dhawan, PhD Michael Medeiros, CFA

| S3:

26 September 2024

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US election: Key market implications

| 32:28

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.

Michael Medeiros, CFA

| S3:

15 August 2024

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Why small caps are looking big again

| 23:48

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.

Andrew Heiskell

| S3:

25 July 2024

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Long/short investing in a changing Europe

| 24:43

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.

Dirk Enderlein, CFA

| S3:

20 June 2024

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How climate change affects capital market assumptions

| 29:53

Head of Multi-Asset Strategy for EMEA, Supriya Menon, explores her team's latest research on how climate change affects capital market assumptions. The views expressed are those of the speaker(s) and are subject to change. Other teams may hold different views and make different investment decisions. For professional/institutional investors only. Your capital may be at risk.

Supriya Menon

| S3:

20 May 2024

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Macro investing in a changing world

| 31:49

Head of liquid alternatives and hedge funds, Mark Sullivan, and investment director of diversifying strategies, Chris Perret, share their views on why the multidimensionality of macro investment approaches may help provide investors a smoother path forward amid an increasingly uncertain macro and geopolitical backdrop.

Mark Sullivan, CFA, CMT Christopher Perret, CFA, CAIA

| S3:

19 April 2024

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The many forces fueling India’s stock market boom

| 26:43

Thanks to powerful corporate, political, social, and demographic tailwinds, India’s market has been firing on all cylinders. Ahead of the 2024 national elections, equity portfolio manager Niraj Bhagwat gives an inside look at these drivers and the impressive changes he is seeing across the country.

Niraj Bhagwat

| S3:

08 March 2024

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Climate technology and women

| 25:40

Given the outsized effects of climate change on women and families, climate technology may be an avenue to better outcomes. Sector lead Molly Breiner joins host Thomas Mucha to break down the growing market and investment case for private climate tech.

Molly Breiner

| S3:

22 February 2024

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Investing and the future of responsible AI

| 27:16

As investors, policymakers, and companies race to capture the opportunities associated with artificial intelligence, they must first understand myriad ethical risks. ESG analyst Caroline Conway joins host Thomas Mucha to explore this important issue.

Caroline Conway

| S3:

25 January 2024

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The venture capital market & implications of AI

| 29:45

Portfolio manager Matt Witheiler joins host Thomas Mucha to discuss the outlook for private equity markets, from changing performance measures to the influence of AI.

Matthew Witheiler

| S3:

Season 2

21 December 2023

E20

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What to expect from credit markets in 2024

| 27:30

Veteran Fixed Income Portfolio Manager Campe Goodman offers his views on what investors can expect from credit markets in 2024.

Campe Goodman, CFA

| S2:

30 November 2023

E19

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Asian financial markets outlook

| 29:03

What's in store for the massive Asian equity and fixed income markets in 2024 and beyond? Portfolio managers Philip Fan and Ross Dilkes join host Thomas Mucha to discuss.

Philip Fan Ross Dilkes, CFA

| S2:

16 November 2023

E18

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Investing in climate venture capital

| 27:05

Head of private climate investing Greg Wasserman joins host Thomas Mucha to discuss his latest research on climate venture capital, including highlighting climate technology in the private market, the impact of today's geopolitical and policy environments, and much more.

Greg Wasserman, CFA

| S2:

09 November 2023

E17

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The new multi-asset investing regime

| 27:56

Multi asset strategist Nick Samouilhan joins host Thomas Mucha to discuss managing multi-asset portfolios in today's increasingly complex economic and geopolitical environment, including highlighting his latest research on income generation.

Nick Samouilhan, PhD, CFA, FRM

| S2:

26 October 2023

E16

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Early-stage venture capital

| 20:24

Frederik Groce, Deal Lead for Wellington Access Ventures (WAV), joins host Thomas Mucha to discuss the state of the early-stage venture capital market. Fred shares his latest insights on growth efficiency, outlines the challenges and opportunities for historically overlooked founders, and spotlights how WAV partners with portfolio companies.

Frederik Groce

| S2:

28 September 2023

E15

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The future of investment research

| 22:15

Head of Investment Research Mary Pryshlak joins host Thomas Mucha to discuss the evolution of research in the asset management industry amid shifting market, technological, and geopolitical environments.

Mary Pryshlak, CFA

| S2:

14 September 2023

E14

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Investment implications of shifting sustainability standards

| 26:22

Director of ESG Research Carolina San Martin and Portfolio Manager Katsuhiro Iwai join host Thomas Mucha to discuss shareholder activism and today's evolving sustainable investing disclosure expectations, including new standards from the International Sustainability Standards Board.

Carolina San Martin, CFA Katsuhiro Iwai, CFA, CMA

| S2:

24 August 2023

E13

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How labor scarcity will reshape financial markets

| 25:24

Macro strategists Juhi Dhawan and Nick Wylenzek join host Thomas Mucha to explore how automation, shifting demographics, the onshoring of manufacturing, and other macro and geopolitical dynamics are impacting labor markets across the globe.

Juhi Dhawan, PhD Nicolas Wylenzek

| S2:

27 July 2023

E12

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Impact investing’s rapidly evolving universe

| 19:05

Impact investor Jason Goins joins host Thomas Mucha to discuss social and geopolitical crosscurrents and the expanding opportunity set for impact investors.

Jason Goins, CFA

| S2:

13 July 2023

E11

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The economic significance of biodiversity

| 24:25

Director of Climate Research Chris Goolgasian and Dr. Zach Zobel of Woodwell Climate Research Center return to WellSaid to share their latest insights on the biodiversity research and investing landscape.

Christopher Goolgasian, CFA, CPA, CAIA Zach Zobel, PhD

| S2:

29 June 2023

E10

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Generative AI: Separating hype from opportunity

| 31:49

Two of Wellington's tech experts join host Thomas Mucha to discuss the rapidly evolving AI landscape and separate hype from reality, highlighting everything from the industries most likely to be impacted to AI's geopolitical implications.

Michael Masdea Brian Barbetta

| S2:

15 June 2023

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The rise of thematic investing

| 29:01

Portfolio Manager Daire Dunne joins host Thomas Mucha to share his latest insights on thematic investing. Daire highlights the unique thematic opportunity in emerging markets; profiles key themes like financial inclusion and the energy transition; and explores the implications of today's geopolitical tensions.

Dáire Dunne, CFA

| S2:

25 May 2023

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Climate adaptation - A conversation with Woodwell Climate Research Center

| 25:45

Director of Climate Research Chris Goolgasian and Dr. Zach Zobel of Woodwell Climate Research Center join host Thomas Mucha to share their perspectives on the adaptation research and investing landscape.

Christopher Goolgasian, CFA, CPA, CAIA Zach Zobel, PhD

| S2:

04 May 2023

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Climate investing's enduring tailwinds

| 26:44

Portfolio manager Alan Hsu joins host Thomas Mucha to share his latest insights on climate investing, highlighting the growth of favorable climate legislation, the concept of true positives versus false negatives, the critical role of climate science in investing, and much more.

Alan Hsu

| S2:

20 April 2023

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Private biotech market: Innovation, valuations, and capital efficiency

| 30:10

Co-heads of biotech private investments I-hung Shih and Nilesh Kumar join host Thomas Mucha to explore today's private biotech market, highlighting the state of deal flow, valuations, and innovation.

Nilesh Kumar, PhD

| S2:

06 April 2023

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Recession risk amid inflation and a banking crisis

| 24:19

Fixed Income Portfolio Manager Brij Khurana joins host Thomas Mucha to discuss today's bank liquidity crisis, recession risk, and how a hard landing could impact markets.

Brij Khurana

| S2:

09 March 2023

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How ESG and stewardship drive investment value

| 19:26

Portfolio Manager Yolanda Courtines joins host Thomas Mucha to discuss stewardship investing and how the key fundamental issues that matter to investors map over to the ESG context.

Yolanda Courtines, CFA

| S2:

23 February 2023

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Japan's economic recovery

| 23:15

From our offices in Tokyo, portfolio manager Dan Maguire joins host Thomas Mucha to discuss the massive economic and market implications of Japan's efforts to end deflation.

| S2:

09 February 2023

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Investing in China, India, and across emerging markets

| 27:31

In this episode of WellSaid, two veteran emerging markets investors, Bo Meunier and Niraj Bhagwat, join host Thomas Mucha to share their insights on the potential for a rebound in the asset class, with particular focus on opportunities in China, India, and across the Asia-Pacific region.

Bo Meunier, CFA Niraj Bhagwat

| S2:

26 January 2023

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Private equity market in 2023

| 23:49

In the first episode of WellSaid Season 2, Co-Head of Private Investing Michael Carmen joins host Thomas Mucha to share his constructive outlook for today's rapidly evolving private market landscape. In addition, they discuss the role of ESG in privates, how Wellington collaborates with entrepreneurs, and much more.

Michael Carmen, CFA

| S2:

Season 1

29 December 2022

E20

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WellSaid: Season 2 sneak peek

| 3:20

Geopolitical Strategist Thomas Mucha looks back on highlights from WellSaid Season 1 and previews episodes to come in Season 2 in 2023.

| S1:

15 December 2022

E19

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India's investment outlook: 2023 and beyond

| 32:06

India is balancing immense growth opportunities — like digital transformation, domestic manufacturing, and industry consolidation — with complicated geopolitical, climate, and other risks. Macro Strategist Tushar Poddar joins host Thomas Mucha to explore the key macro and economic factors driving one of the world's most compelling investment markets.

Tushar Poddar, PhD

| S1:

01 December 2022

E18

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US midterm elections: Market implications

| 22:55

US midterm elections can be pivotal for financial markets, especially when they result in divided government. Macro Strategist Mike Medeiros joins host Thomas Mucha to discuss what 2022’s surprise midterm results may mean for equity and bond markets, US foreign and domestic policy, and the 2024 US presidential election.

Michael Medeiros, CFA

| S1:

10 November 2022

E17

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Fintech market in 2023: The intersection of disruption and dispersion

| 34:50

Portfolio Manager Matt Lipton and Global Industry Analyst Matt Ross join host Thomas Mucha to discuss their outlook for fintech in today's environment, exploring the recent pullback in the sector, disruptive fintech innovations, potential regulation, and much more.

Matt Lipton, CFA Matt Ross, CFA

| S1:

28 October 2022

E16

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How sustainable financing is reshaping emerging markets

| 33:23

The market for sustainable credit in emerging markets is exploding. What's driving that growth? What are the challenges and opportunities? Veteran fixed income credit analyst Sam Epee-Bounya joins host Thomas Mucha to explore the rapidly changing environment for ESG and sustainable finance in Latin America and Africa.

Sam Epee-Bounya

| S1:

14 October 2022

E15

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Economic impact of the war in Ukraine

| 33:00

Macro strategist Gillian Edgeworth joins host Thomas Mucha to continue our discussion on the macro and market implications of the war in Ukraine, including the conflict's impacts on energy, food, and geopolitics.

Gillian Edgeworth

| S1:

30 September 2022

E14

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Eyes on Ukraine: Europe's energy crisis

| 25:30

The war continues to exacerbate the twin crises of energy availability and affordability. We explore how the situation may take shape from here.

Tim Casaletto

| S1:

21 September 2022

E13

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Fighting inflation amid geopolitical conflict, climate change, and recession risk

| 32:50

Macro strategist Juhi Dhawan joins host Thomas Mucha to discuss her latest research on the Fed, inflation, and the key macro themes shaping today's markets.

Juhi Dhawan, PhD

| S1:

08 September 2022

E12

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Inverting the aperture: Investing through a contrarian lens

| 26:43

Contrarians are a breed apart. Bucking conventional market wisdom, they seek opportunities to invest in companies where fundamentals are solid but valuations are so dislocated that other investors may not want to touch them -- at least not yet. Equity Research Analyst Tarit Rao-Chakravorti joins host Thomas Mucha to explain his process and how he looks to the macro environment, history, news headlines, and even works of fiction to source contrarian ideas.

Tarit Rao-Chakravorti

| S1:

17 August 2022

E11

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Shock after shock: How constant volatility impacts fixed income markets

| 34:20

Fixed Income Investment Director Amar Reganti joins host Thomas Mucha to discuss opportunities and risks in today's fixed income markets, exploring the impact of inflation, central bank policy, geopolitical conflict, potential recessions, and much more.

Amar Reganti

| S1:

03 August 2022

E10

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The future of health care - Part 2: Groundbreaking pharma

| 32:12

Global Industry Analyst Rebecca Sykes joins host Thomas Mucha to discuss the future of the pharmaceutical industry. They highlight the impacts of COVID-19 on the industry and explore today's newest pharma innovations, such as treatments for cancer, obesity, and more.

Rebecca Sykes, CFA

| S1:

13 July 2022

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Competition as a way of life: What today's fractured geopolitical environment may mean for markets

| 37:42

Host Thomas Mucha speaks with author and historian Hal Brands about lessons from the Cold War that can help investors understand and navigate today’s great-power struggles.

| S1:

30 June 2022

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The future of health care - Part 1: Biotech innovation

| 35:20

Health care investor Wen Shi joins host Thomas Mucha to discuss the future of biotech innovation. They explore the potential of gene editing, targeted protein degradation, artificial intelligence, and much more, highlighting their impact on everything from patient outcomes to geopolitics.

Wen Shi, PhD, CFA

| S1:

14 June 2022

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The growing power of impact investing

| 31:20

Once considered a niche area of sustainable investing done almost exclusively through private markets, public-market impact investing is expanding rapidly. Impact Measurement and Management Practice Leader Oyin Oduya sits down with host Thomas Mucha to discuss the future of impact investing, her research approach, and how her team thinks about generating market-rate returns alongside positive social and environmental outcomes.

Oyin Oduya, CFA

| S1:

24 May 2022

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China, Ukraine, and the shifting great-power competition

| 39:37

Market participants are closely watching China’s response to the war in Ukraine. The crisis has upended the geopolitical landscape, fractured tenuous alliances, and sharpened focus on strategic sectors. Host Thomas Mucha speaks with Santiago Millán, Wellington’s Hong Kong-based macro strategist, about his perspectives on China’s approach to Ukraine, climate change, and ongoing COVID-19 challenges.

Santiago Millán, CFA

| S1:

27 April 2022

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When “E” and “S” collide: Russia/Ukraine and the challenging ESG dynamics of the green energy transition

| 37:28

The war in Ukraine has roiled commodities markets, highlighted fossil fuel dependence, and accelerated the low-carbon transition. It has also exacerbated inflation and global geopolitical risks. Host Thomas Mucha welcomes Commodities Portfolio Manager David Chang and Global Industry Analyst Tim Casaletto to discuss these interrelated dynamics and the challenges they pose for ESG investing and analysis.

David Chang, CFA Tim Casaletto

| S1:

12 April 2022

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Asia tech innovation: Tomorrow's opportunity amid today's uncertainty

| 27:53

Host Thomas Mucha welcomes Global Industry Analyst Yash Patodia to discuss how US/China tensions and rising rates impact the tech sector, the future of strategic sectors such as semiconductors and big data, and why he believes the Asia technology sector is pivotal to innovations like EVs and the metaverse.

Yash Patodia

| S1:

29 March 2022

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The multi-trillion-dollar challenge: Climate change and capital markets

| 33:21

Director of Climate Research Chris Goolgasian joins host Thomas Mucha to discuss the many investment and geopolitical implications of climate change.

Christopher Goolgasian, CFA, CPA, CAIA

| S1:

22 March 2022

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Processing semiconductors' central role in innovation and geopolitics

| 28:15

Global Industry Analyst Eunhak Bae joins host Thomas Mucha to explore semiconductors' key role in the future of innovations like EVs, the metaverse, and cryptocurrencies as well as their implications for geopolitical issues like the conflict in Ukraine and US/China relations.

Eunhak Bae

| S1:

08 March 2022

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Shifting landscape: Policy, politics, and the great-power struggle

| 38:16

Geopolitical Strategist Thomas Mucha asks Macro Strategist Mike Medeiros about his views on the Fed, inflation, his research approach, and how he believes the Russia/Ukraine crisis will shape policy and politics in 2022 and beyond.

Michael Medeiros, CFA

| S1:

Our Host

Thomas Mucha

As a member of the firm’s Global Macro Strategy Group, Thomas conducts research on the macro and market implications of geopolitical risk. In his role, he also focuses on internal and external communication efforts, with a particular emphasis on connecting our macro insights to actionable investment ideas in client portfolios.

Wellington Alternative Investments

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Fund Documents

Fund Documents

WellSaid — The Podcast

Episodes

play_circle_outline Multi-asset investing in a brave new world

play_circle_outline Fixed income investing in 2025

play_circle_outline Health care investing in 2025: Public/private collaboration

play_circle_outline Trump 2.0: US election market impacts

play_circle_outline US election: Key market implications

play_circle_outline Why small caps are looking big again

play_circle_outline Long/short investing in a changing Europe

play_circle_outline How climate change affects capital market assumptions

play_circle_outline Macro investing in a changing world

play_circle_outline The many forces fueling India’s stock market boom

play_circle_outline Climate technology and women

play_circle_outline Investing and the future of responsible AI

play_circle_outline The venture capital market & implications of AI

play_circle_outline What to expect from credit markets in 2024

play_circle_outline Asian financial markets outlook

play_circle_outline Investing in climate venture capital

play_circle_outline The new multi-asset investing regime

play_circle_outline Early-stage venture capital

play_circle_outline The future of investment research

play_circle_outline Investment implications of shifting sustainability standards

play_circle_outline How labor scarcity will reshape financial markets

play_circle_outline Impact investing’s rapidly evolving universe

play_circle_outline The economic significance of biodiversity

play_circle_outline Generative AI: Separating hype from opportunity

play_circle_outline The rise of thematic investing

play_circle_outline Climate adaptation - A conversation with Woodwell Climate Research Center

play_circle_outline Climate investing's enduring tailwinds

play_circle_outline Private biotech market: Innovation, valuations, and capital efficiency

play_circle_outline Recession risk amid inflation and a banking crisis

play_circle_outline How ESG and stewardship drive investment value

play_circle_outline Japan's economic recovery

play_circle_outline Investing in China, India, and across emerging markets

play_circle_outline Private equity market in 2023

play_circle_outline WellSaid: Season 2 sneak peek

play_circle_outline India's investment outlook: 2023 and beyond

play_circle_outline US midterm elections: Market implications

play_circle_outline Fintech market in 2023: The intersection of disruption and dispersion

play_circle_outline How sustainable financing is reshaping emerging markets

play_circle_outline Economic impact of the war in Ukraine

play_circle_outline Eyes on Ukraine: Europe's energy crisis

play_circle_outline Fighting inflation amid geopolitical conflict, climate change, and recession risk

play_circle_outline Inverting the aperture: Investing through a contrarian lens

play_circle_outline Shock after shock: How constant volatility impacts fixed income markets

play_circle_outline The future of health care - Part 2: Groundbreaking pharma

play_circle_outline Competition as a way of life: What today's fractured geopolitical environment may mean for markets

play_circle_outline The future of health care - Part 1: Biotech innovation

play_circle_outline The growing power of impact investing

play_circle_outline China, Ukraine, and the shifting great-power competition

play_circle_outline When “E” and “S” collide: Russia/Ukraine and the challenging ESG dynamics of the green energy transition

play_circle_outline Asia tech innovation: Tomorrow's opportunity amid today's uncertainty

play_circle_outline The multi-trillion-dollar challenge: Climate change and capital markets

play_circle_outline Processing semiconductors' central role in innovation and geopolitics

play_circle_outline Shifting landscape: Policy, politics, and the great-power struggle

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play_circle_outline
Multi-asset investing in a brave new world

play_circle_outline
Fixed income investing in 2025

play_circle_outline
Health care investing in 2025: Public/private collaboration

play_circle_outline
Trump 2.0: US election market impacts

play_circle_outline
US election: Key market implications

play_circle_outline
Why small caps are looking big again

play_circle_outline
Long/short investing in a changing Europe

play_circle_outline
How climate change affects capital market assumptions

play_circle_outline
Macro investing in a changing world

play_circle_outline
The many forces fueling India’s stock market boom

play_circle_outline
Climate technology and women

play_circle_outline
Investing and the future of responsible AI

play_circle_outline
The venture capital market & implications of AI

play_circle_outline
What to expect from credit markets in 2024

play_circle_outline
Asian financial markets outlook

play_circle_outline
Investing in climate venture capital

play_circle_outline
The new multi-asset investing regime

play_circle_outline
Early-stage venture capital

play_circle_outline
The future of investment research

play_circle_outline
Investment implications of shifting sustainability standards

play_circle_outline
How labor scarcity will reshape financial markets

play_circle_outline
Impact investing’s rapidly evolving universe

play_circle_outline
The economic significance of biodiversity

play_circle_outline
Generative AI: Separating hype from opportunity

play_circle_outline
The rise of thematic investing

play_circle_outline
Climate adaptation - A conversation with Woodwell Climate Research Center

play_circle_outline
Climate investing's enduring tailwinds

play_circle_outline
Private biotech market: Innovation, valuations, and capital efficiency

play_circle_outline
Recession risk amid inflation and a banking crisis

play_circle_outline
How ESG and stewardship drive investment value

play_circle_outline
Japan's economic recovery

play_circle_outline
Investing in China, India, and across emerging markets

play_circle_outline
Private equity market in 2023

play_circle_outline
WellSaid: Season 2 sneak peek

play_circle_outline
India's investment outlook: 2023 and beyond

play_circle_outline
US midterm elections: Market implications

play_circle_outline
Fintech market in 2023: The intersection of disruption and dispersion

play_circle_outline
How sustainable financing is reshaping emerging markets

play_circle_outline
Economic impact of the war in Ukraine

play_circle_outline
Eyes on Ukraine: Europe's energy crisis

play_circle_outline
Fighting inflation amid geopolitical conflict, climate change, and recession risk

play_circle_outline
Inverting the aperture: Investing through a contrarian lens

play_circle_outline
Shock after shock: How constant volatility impacts fixed income markets

play_circle_outline
The future of health care - Part 2: Groundbreaking pharma

play_circle_outline
Competition as a way of life: What today's fractured geopolitical environment may mean for markets

play_circle_outline
The future of health care - Part 1: Biotech innovation

play_circle_outline
The growing power of impact investing

play_circle_outline
China, Ukraine, and the shifting great-power competition

play_circle_outline
When “E” and “S” collide: Russia/Ukraine and the challenging ESG dynamics of the green energy transition

play_circle_outline
Asia tech innovation: Tomorrow's opportunity amid today's uncertainty

play_circle_outline
The multi-trillion-dollar challenge: Climate change and capital markets

play_circle_outline
Processing semiconductors' central role in innovation and geopolitics

play_circle_outline
Shifting landscape: Policy, politics, and the great-power struggle