117: What Makes a Great Macro Fund Manager? Meet Scott Bessent, Trump's Treasury Secretary
Today’s guest is the new US Treasury Secretary, serving under Donald Trump. The role gives him immense responsibility for managing US obligations and finances, including circa. $7 trillion of annual U...
26 Okt 20231h 2min
116: Investing Lessons from 40+ Years at the FT & Bloomberg - With John Authers, Senior Markets Editor at Bloomberg
Today’s guest has performed with Pavarotti, but in his day job he is a financial commentator and author, who spent 29 years at the Financial Times, including as Global Head of the Lex Column, before m...
19 Okt 20231h
115: The 2023 Israel-Gaza Conflict: What Next? With Sir Tom Beckett and Emile Hokayem of the International Institute for Strategic Studies
There are certain geopolitical developments that need to be examined in an objective and timely manner for their profound strategic ramifications. After the attack by Hamas and the ensuing conflagrat...
17 Okt 202338min
Money Maze Vignettes: Iceland’s Vital Role in Pharmaceutical Research (With Robert Bradway, CEO of Amgen)
In this bitesize feature, Amgen’s CEO explains why Iceland’s isolated population make it a useful sample for understanding how disease arises from a genetic standpoint, and what this means for the dru...
12 Okt 20236min
114: Are We Educating Our Children The Wrong Way? With Sir Anthony Seldon (Headmaster, Historian and Author)
William Butler Yeats, the great poet, observed, “Education is not the filling of a pail, but the lighting of a fire.” It may be easy to agree that education is the passport to a better future, but in ...
5 Okt 202353min
113: Why Infrastructure May Be The ‘Perfect Institutional Asset Class’ - With David Neal, CEO of IFM Investors
In this conversation with David Neal, CEO of IFM Investors, we explore the origins of this highly unusual institution, an ‘investor-owned global investment manager’. Set up around 30 years ago to inve...
28 Sep 202342min
112: From €4m to €40+ Billion of Assets: The Tikehau Capital Story - With Mathieu Chabran, Co-Founder
In this episode of our Private Markets Miniseries, we explore a French firm, whose growth has now firmly established it as a major force in the global alternatives industry. Started in 2004 in Paris ...
21 Sep 202353min
112: How Technology is Accelerating & Democratising Private Markets – With Matt Brown, CEO & Founder of CAIS
In this conversation we discuss both the changing nature of demand for alternative assets as well as their supply. Matt explains how CAIS is creating the bridge between the alternative investment firm...
12 Sep 202344min
