The WellSaid Podcast

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?

Evan Reiser, CEO of Abnormal AI, and Rob Mazzoni, technology sector lead for late-stage growth private investments, join host Thomas Mucha to discuss how innovations in cybersecurity and AI are poised to disrupt everything from the software industry to geopolitics. In this episode: 3:00 – AI reshaping software 5:30 – Investing amid AI innovation 8:30 – Disruptor versus disrupted 11:30 – Intersection of AI and cybersecurity 16:45 – What’s top of mind for CIOs? 18:40 – Impact on geopolitics 23:00 – Parting words for founders 24:05 – Investment implications

On the latest episode of Wellington’s InvestorExchange podcast, host Amar Reganti sits down with Brij Khurana, portfolio manager of an unconstrained bond strategy, to discuss the shifting dynamics of US and global markets, and what they mean for asset allocators. 1:45 – How the US navigated the GFC and COVID pandemic 6:50 – Immigration and labor supply 8:30 – The One Big Beautiful Bill Act and the Fed 11:40 – What’s happening in global capital markets? 14:10 – Applying this to allocations 17:20 – What’s next?

Macro Strategists Juhi Dhawan and Thomas Mucha break down the busy first half of 2025, discussing DOGE, tariffs, taxes, immigration, deregulation, and more. 2:30 – Tariffs are a tax 8:30 – Highs and lows of the new tax bill 16:25 – Economic boosts in AI and deregulation? 20:30 – Immigration policy and productivity 23:05 – A wait-and-see Fed 25:20 – Investment implications of a disruptive geopolitical landscape

Host Amar Reganti is joined by head of financial reserves management Alyssa Irving to discuss the state of commercial real estate lending, focusing on CMBS, private credit, and evolving market dynamics. 2:00 What is financial reserves management? 3:05 Early days of the commercial real estate lending 5:30 Similarities and differences with the current CMBS market 7:45 Effect of private credit 9:50 Valuations and risks of CMBS 13:00 How can investors gain exposure? 14:30 Esoteric securitizations