Host Thomas Mucha and investment experts Sean Petersen and Rupinder Vig explore how geopolitics, defense spending and commercial innovation are reshaping the space economy — and assess the opportunities and risks for investors.

3:17 – What is driving growth in the space economy?

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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?

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.