91: The 2023 Banking Storm: Risk or Opportunity? With Huw Van Steenis, Vice Chair of Oliver Wyman

91: The 2023 Banking Storm: Risk or Opportunity? With Huw Van Steenis, Vice Chair of Oliver Wyman

For much of life, the world of banking might seem both impenetrable and dull yet there are times, when it vaults to being centre stage, at which point it typically ushers in fear, loathing and even panic.

In light of the current traumas, rescues and uncertainties, we were very fortunate to have Huw Van Steenis, the internationally respected banks analyst and strategist join the show for a timely discussion on what might lie ahead.

Huw reflects on lessons from history, on the differing regulatory regimes in Europe and the US, on crypto, stress tests, and liquidity versus solvency. He then discusses his thoughts on future changes, the influence of the mega banks, before discussing climate and the energy transition in light of his work on Nicolai Tangen’s climate advisory board.

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The Money Maze Podcast is kindly sponsored by Schroders, Bremont Watches, LiveTrade and Mintus.

Episoder(232)

133: Marketing God: With Nicky Gumbel - Pioneer of the Alpha Course

133: Marketing God: With Nicky Gumbel - Pioneer of the Alpha Course

In this Easter special we explore a slightly different realm: religion! Very occasionally one individual can have a disproportionately powerful impact on a collection of people, but very rarely does t...

28 Mar 20241h 2min

132: Why We Need Integrated Energy Companies - With Ann Davies, bp Senior Vice President, Wells

132: Why We Need Integrated Energy Companies - With Ann Davies, bp Senior Vice President, Wells

Our guest today earned her master’s degree in physics, captained her rugby team at Oxford, and then a few years later was posted as bp’s engineering manager to Baku, Azerbaijan. She then spent time a...

21 Mar 202442min

131: Wine, Whisky and Champagne: Buy, Sell or Hold? With Gary Boom, Founder and CEO of Bordeaux Index

131: Wine, Whisky and Champagne: Buy, Sell or Hold? With Gary Boom, Founder and CEO of Bordeaux Index

In May 2021, we turned our attention to an investor dilemma – Should we view wine as a proper asset class? And how should we think about the wine industry, unmodernised for so long, but ripe for chang...

14 Mar 202444min

130: How Passive Investing May Have Created a Bifurcated Market for Value Investors

130: How Passive Investing May Have Created a Bifurcated Market for Value Investors

In this bitesize feature, David Einhorn, Founder & President of Greenlight Capital, discusses the potential impact passive investing has had on value investors, and where opportunities may lie.  Davi...

11 Mar 20248min

129: Private Markets Miniseries: Season 2 Highlights

129: Private Markets Miniseries: Season 2 Highlights

In today’s episode, the Money Maze Podcast takes a short trip back to 2023 to revisit our Second Private Markets Series.  We shared fascinating conversations with guests from the likes of TPG, Tikeha...

29 Feb 202442min

128: Money Maze Vignettes: From Baseball Icon to Warren Buffet 2.0? (With Alex Rodriguez, CEO of A-Rod Corp & Former Baseball Pro)

128: Money Maze Vignettes: From Baseball Icon to Warren Buffet 2.0? (With Alex Rodriguez, CEO of A-Rod Corp & Former Baseball Pro)

In this bitesize feature, A-Rod Corp’s CEO, Alex Rodriguez, discusses principal capital, creating opportunities for partners, and A-Rod’s geographical scope. In the full interview, Alex speaks about ...

23 Feb 20246min

127: PIMCO: Insights from the CEO of a $1.8 Trillion Fixed Income Manager

127: PIMCO: Insights from the CEO of a $1.8 Trillion Fixed Income Manager

With a successful career incorporating 18 years at Goldman Sachs, and then CEO of the Man Group, Emmanuel explains today’s landscape for investors across the fixed income universe. He explains PIMCO’...

15 Feb 202455min

126: Lessons from 5 Decades of Investing – With Rosalind M. Hewsenian, CIO of Helmsley Charitable Trust

126: Lessons from 5 Decades of Investing – With Rosalind M. Hewsenian, CIO of Helmsley Charitable Trust

Why does a teacher trained to help children with special needs decide to  switch, earn an MBA, then work at Pepsi, become an investment consultant, and end up becoming CIO at an $8 billion dollar foun...

8 Feb 202448min

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