WELLSaid Podcast

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Elections Fiscal policy Geopolitical Inflation Interest rates Macro WELLSaid Podcast Podcast
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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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By

Michael Medeiros, CFA

Juhi Dhawan, PhD

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21 min
Podcast
2025-11-30
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
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Artificial intelligence (AI) Machine learning Innovation Brand WELLSaid Podcast Disruption Geopolitical Information technology Equity Global Industry Research Article
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Generative AI: Separating hype from opportunity

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.

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Multiple authors

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Article
2024-08-31
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Private equity Private portfolio companies Equity Biotech Late stage Private company management WELLSaid Podcast No Optimizely Unique Perspectives Brand Private investments Podcast
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Private biotech market: Innovation, valuations, and capital efficiency

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.

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By

Thomas Mucha

Nilesh Kumar, PhD

event
Podcast
2024-03-31
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Private equity Private portfolio companies Brand Private investments WELLSaid Podcast No Optimizely Private companies Economic cycle ESG Article
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Private equity market in 2023

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.

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By

Michael Carmen, CFA

Thomas Mucha

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Article
2024-02-29
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