The WellSaid Podcast

Host Thomas Mucha and investment experts Sean Petersen and Rupinder Vig explore how geopolitics, defense spending and commercial innovation are reshaping the space economy — and assess the opportunities and risks for investors. 3:17 – What is driving growth in the space economy? 6:06 – Mapping the investment opportunity set 9:20 – What SpaceX teaches investors 11:18 – National security and the new space race 15:47 – AI, data centers and infrastructure in space 20:23 – Financial and geopolitical risks 28:39 – The next frontier for space innovation Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Our experts discuss how the Iran conflict and AI-driven demand affect the outlook for oil, commodities, inflation, and energy security. 2:10 – Pre-war oil outlook 3:35 – Revised outlook for oil 7:00 – AI and an oil supercycle 9:50 – Critical importance of the Strait of Hormuz 11:30 – Downstream effects across supply chains 14:50 – Oil and energy market volatility 16:45 – Geopolitical implications 21:00 – Fertilizers, metals, and LNG 25:30 – Effects on the energy transition 28:10 – What to watch Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Host Thomas Mucha and guests Nanette Abuhoff Jacobson and Andy Heiskell unpack what today’s geopolitics, valuations, and concentration mean for strategic allocation — and why diversification may matter more again. 2:45 – What are the two truths of US exceptionalism? 5:45 – Valuations: Advantage or risk? 9:55 – Fiscal and debt dynamics 14:45 – The USD 15:45 – Policy-driven investment themes 18:40 – Changing correlations 24:35 – The strategic role of gold and commodities 30:45 – The return of diversification Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Our experts on Latin America discuss geopolitical shifts, economic resilience, and the region's strategic importance in global markets. 2:45 – US engagement in Latin America 4:30 – The Trump administration’s approach 7:45 – LatAm in the context of great-power competition 12:05 – Macro fundamentals and investment implications 20:30 – Venezuela and global energy 25:30 – Key takeaways on Latin America Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Thomas Mucha discusses the importance of looking at the investment landscape through a geopolitical lens on the IMAP Independent Thought podcast. 2:45 – Geopolitics as fundamental to an investment perspective 9:40 – US versus them 15:25 – The role of the Western hemisphere in US strategy 18:25 – Climate risk in a geopolitical context 20:35 – Geopolitics, dispersion, and active management Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.