The WellSaid Podcast

By Wellington ManagementBusiness Investing

The WellSaid Podcast episodes

April 27, 2022 When “E” and “S” collide: Russia/Ukraine and the challenging ESG dynamics of the green energy transition
The war in Ukraine has roiled commodities markets, highlighted fossil fuel dependence, and accelerated the low-carbon transition. It has also exacerbated inflation and global geopolitical risks. Host Thomas Mucha welcomes Commodities Portfolio Manager David Chang and Global Industry Analyst Tim Casaletto to discuss these interrelated dynamics and the challenges they pose for ESG investing and analysis.

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38 min
April 12, 2022 Asia tech innovation: Tomorrow's opportunity amid today's uncertainty
Host Thomas Mucha welcomes Global Industry Analyst Yash Patodia to discuss how US/China tensions and rising rates impact the tech sector, the future of strategic sectors such as semiconductors and big data, and why he believes the Asia technology sector is pivotal to innovations like EVs and the metaverse.

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28 min
March 29, 2022 The multi-trillion-dollar challenge: Climate change and capital markets
Director of Climate Research Chris Goolgasian joins host Thomas Mucha to discuss the many investment and geopolitical implications of climate change.

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34 min
March 22, 2022 Processing semiconductors' central role in innovation and geopolitics
Global Industry Analyst Eunhak Bae joins host Thomas Mucha to explore semiconductors' key role in the future of innovations like EVs, the metaverse, and cryptocurrencies as well as their implications for geopolitical issues like the conflict in Ukraine and US/China relations.

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29 min
March 08, 2022 Shifting landscape: Policy, politics, and the great-power struggle
Geopolitical Strategist Thomas Mucha asks Macro Strategist Mike Medeiros about his views on the Fed, inflation, his research approach, and how he believes the Russia/Ukraine crisis will shape policy and politics in 2022 and beyond.

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39 min

About The WellSaid Podcast

From the publisher's feed

WellSaid is produced by Wellington Management. Hosted by Geopolitical Strategist Thomas Mucha and featuring our global team of investment professionals, the series aims to draw connections between our…