Our experts discuss how the Iran conflict and AI-driven demand affect the outlook for oil, commodities, inflation, and energy security.

2:10 – Pre-war oil outlook

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Host Thomas Mucha and guests Nanette Abuhoff Jacobson and Andy Heiskell unpack what today’s geopolitics, valuations, and concentration mean for strategic allocation — and why diversification may matter more again.

2:45 – What are the two truths of US exceptionalism?

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Our experts on Latin America discuss geopolitical shifts, economic resilience, and the region's strategic importance in global markets.

2:45 – US engagement in Latin America

4:30 – The Trump administration’s approach

7:45 – LatAm in the context of great-power competition

12:05 – Macro fundamentals and investment implications

20:30 – Venezuela and global energy

25:30 – Key takeaways on Latin America

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Thomas Mucha discusses the importance of looking at the investment landscape through a geopolitical lens on the IMAP Independent Thought podcast.

2:45 – Geopolitics as fundamental to an investment perspective

9:40 – US versus them

15:25 – The role of the Western hemisphere in US strategy

18:25 – Climate risk in a geopolitical context

20:35 – Geopolitics, dispersion, and active management

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Host Thomas Mucha and Global Industry Analyst Saul Rubin unpack the relationship between geopolitics and energy and industrial infrastructure investment.

3:05 – Adopting a geopolitical perspective
5:50 – China, the “greatest disrupter to the legacy world order”
11:15 – Strategic sectors and industries
15:25 – Investing in the energy transition
20:10 – Electrification of transportation

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Commodities are shaping up to be a critical asset class for investors to consider in 2026. Veteran commodities portfolio manager David Chang joins host Thomas Mucha for a wide-ranging discussion on gold's ongoing bull run, the role of central banks, the evolving energy landscape, AI, and the prospect of a new global commodities super cycle.

1:55 – What’s driving gold’s bull run
6:50 – Gold vs. other commodities
8:20 – Entering an energy super cycle?
12:10 – Geopolitics and the future of oil
16:30 – AI, commodities, and national security
20:50 – China’s role in commodities markets
23:35 – Broader macro factors

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Portfolio Manager Anna Lunden and Macro Strategist Nick Wylenzek talk about how to navigate macroeconomic shifts and trends like AI in global large-cap investing.

2:05 – Small-caps and the big picture
7:10 – How policy impacts philosophy and portfolios
10:30 – AI and the large-cap index skew
13:25 – Ripple effects (and opportunities) of AI
17:35 – Structure, risk-management, and the pursuit of alpha

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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.

2:00 Global climate policy environment
5:45 Climate investments as problem solvers
9:07 Assessing climate tech company fundamentals
11:25 How AI is driving climate innovation
13:50 Global competition for climate tech dominance
16:25 Geopolitical dynamics
21:35 Climate solutions as national security priorities
25:05 Growing climate demand in emerging markets

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Trader Masaya Okoshi and host Amar Reganti talk about the evolution and mechanics of bond market trading.

2:55 – Bond trading, then and now
5:40 – Price transparency vs ability to move risk
7:30 – What is portfolio trading?
9:35 – Hedging with credit ETFs
11:05 – Technology: Does the limit exist?
15:10 – Long-only vs long-short worlds

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Strategists Bo Meunier and Thomas Mucha analyze the impacts of AI, shifting supply changes, and evolving consumer behavior on emerging markets.

1:00 – Top trend: AI
3:10 - Semiconductor supply chain
8:00 – The auto industry and US tariffs
10:30 – Domestic markets and differentiation
13:30 – Real estate and construction
15:35 – Focus on China
20:50 – Deep dive on Mexico
24:00 – Strong fundamentals in central Europe
25:30 – A weaker USD and the end of US exceptionalism?

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