This podcast was recorded on December 5, 2017.  Michael Maduell comes back to host an early December episode of Follow The Money Show.
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CONTENTS
1:30 Survey Results – Global Asset Owner December 2017 Survey
3:15 – U.S. Tech Stocks Overvalued?
6:30 – Looking to Hold More Cash
8:00 Geographic Allocation
10:00 My Comments – World Ocean Council SOS Event – Halifax, Nova Scotia – What is the Blue Economy?
13:50 CalPERS Changing
15:00 Tech Investing and Sovereign Funds

Follow the Money – Episode 40

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This long-form podcast was recorded on December 11, 2018.  Michael Maduell dissects the latest geopolitical trends that can impact institutional investors such as pensions, sovereign wealth funds, and endowments.  Maduell lends his opinion on the lawsuit of Neiman Marcus and bumps in the road for augmented reality.
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CONTENTS
1:15 Huawei, Canada, Brexit, and Macron Headache
6:30 Sovereign Wealth Fund Asset Allocation
9:58 India Gets a New Central Bank Governor
13:26 Pensions Go Bust on U.S. Retailers
17:04 Augmented Reality and Sovereign Funds
22:00 Former CalPERS CIO Goes to Morgan Stanley Investment Management
24:30 Oman Investment Fund Goes on Defense in Public Markets
25:00 Japanese Scandals and Opportunities

Follow the Money – Episode 48

This podcast was recorded on December 4, 2018.  Michael Maduell is back on the Follow the Money Show after a long break.  Maduell covers the recent asset owner survey and its responses.
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CONTENTS
1:15 Global Asset Owner Survey Highlights
3:30 Trade Wars are Both a Source of Risk and Return
5:50 ZZZZZZ – Blockchain Gets Cold Shoulder from Asset Owners
9:00 Japan Becomes a Darling for Institutional Investors
12:30 WINNING: Pharmaceuticals and Consumer Staples
17:00 SEC Clamps Down on Shady ICOs

Follow the Money – Episode 47

This episode tackles a number of issues in the world of sovereign wealth funds, pensions and other long-term investors. More institutional investor capital into Hollywood? John Mayer – Nicolas Cage — Solar farms in Ireland / Apple’s Gigantic Pile of Cash


Follow the Money – Episode 46

This longer-than-normal episode covers a wide range of issues including such as sovereign wealth funds, bitcoin, cryptocurrencies, Indian real estate, ESG, investment exclusions, central banking and more.


Follow the Money – Episode 45

This episode covers bitcoin or ripple and other cryptocurrency while tackling institutional investor issues such as ESG and the One Planet Sovereign Wealth Fund Working Group. Excellent video podcast for the ride home. 


Follow the Money – Episode 40

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