Follow the Money Show

Follow the Money Show

By Michael Maduell, HostBusinessInvesting
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Follow the Money Show episodes

  • Follow the Money – Episode 48

    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

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  • Follow the Money – Episode 47

    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

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  • Follow the Money – Episode 46

    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

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  • Follow the Money – Episode 45

    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.

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  • Follow the Money – Episode 44

    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.

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  • Follow the Money – Episode 42

    Follow the Money Episode – Episode 42. This episode tackles a number of saucy issues such as smartphones, sovereign fund investing, institutional investors and more. You can also listen to previous podcasts at www.followthemoneyshow.com.

    Please SUBSCRIBE below and I welcome all feedback.

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  • Follow the Money – Episode 41

    This podcast was recorded on December 20, 2017. Michael Maduell recorded a podcast for the holiday season. He covers U.S. tax reform, CalPERS, GPIF and the One Planet Working Group.

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    CONTENTS

    0:55 U.S. Tax Reform Bill, Major Corporate Rate Changes
    2:00 Baby Steps: CalPERS Approves New Asset Allocation Scheme
    3:30 GPIF Awards Mandate, Real Estate
    6:50 Avocados
    8:20 Hyperloop
    10:30 One Planet Working Group – Macron: “Make Our Planet Great Again”
    15:00 Some Survey Highlights

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  • Follow the Money – Episode 40

    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

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  • Follow the Money – Episode 39

    Michael Maduell, President of SWFI, interviews Noah R. Wortman, Managing Director, Americas & Global Head of Class Action Services, Goal Group of Companies. Michael and Noah discuss trends in the class action space with regard to institutional investors such as sovereign wealth funds, pensions, endowments and other share owners.

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    CONTENTS

    1:40 Why participating in class actions are important for share owners?
    5:20 Opt-In versus Opt-Out Systems
    9:00 Optimal Paths for Asset Owners
    15:00 How does shareholder litigation fit into the broader scope of proper corporate governance?

    This podcast interview was recorded on August 15, 2017 in Seattle.

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