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What Does It Take to Run One of the Worl...

Money Maze Podcast
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May 28
“The Craft of Active Equity Ownership.” The Cevian Approach to Activism, with Managing Partner & Co-Founder, Lars Förberg.
“Activism” might be one of the less helpful terms in modern investing, a label that conjures everything from boardroom bust-ups, to terse exchanges between disgruntled shareholders and incumbent managements. However, in this conversation, Lars explains the early insights gained f ... Show More
57m 31s
May 14
Is the 60/40 Portfolio Still Fit for Purpose? State Street Investment Management’s CEO, Yie Hsin Hung, Discusses Flows, Valuations, EM, Private Equity Returns and Tokenisation, the Next Investment Frontier
We were surprised, when researching for this interview, to learn that State Street Investment Management are the fourth largest asset manager globally, with circa $6 Trillion of assets. Size confers both opportunity and challenges, however, and in this conversation Yie-Hsin talks ... Show More
39m 22s
Apr 30
Can A.I. Improve Investment Results? With Rob Arnott, Founder & Chair of Research Affiliates.
Rob Arnott, Founder & Chair of Research Affiliates, discusses where AI works well & can assist across the money management ecosystem, the risk of ‘AI hallucination’ & over-reliance, quant vs human judgement, and the future of work. Amidst the volumes written about AI’s impact on ... Show More
38m 40s
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After globalisation: What's next for a fractured world? With Neil Shearing
It’s a widely held assumption that US President Donald Trump has put globalisation into reverse. But Neil Shearing, group chief economist at Capital Economics and author of The Fractured Age: How the Return of Geopolitics Will Splinter the Global Economy, tells the FT’s world tra ... Show More
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Leading economists Mike Spence and Mohamed El-Erian talk about the “pretty complicated and disorienting environment” we face.  In this episode of the McKinsey Global Institute’s Forward thinking podcast, co-host Michael Chui talks with A. Michael Spence, dean emeritus of the Stan ... Show More
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ReThinking: The truth about the attention crisis with historian Daniel Immerwahr
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From "How We Survive": The climate crisis is an economic crisis
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