Explorez tous les épisodes du podcast All That I Have Met

In Conversation with Aniket Shah.

Analyst. Academic. Optimist.

Aniket Shah leads Washington Policy and Sustainability Research at Jefferies, one of the world’s largest investment banks, where his team has been ranked number one in the US and Europe for several years running. He is also an Oxford-trained economic geographer, a Columbia adjunct professor, and someone who has spent his career moving between worlds most people choose between — finance, development, academia, sustainability — claimed by none, at home in all.

In our conversation, Aniket challenges two assumptions hiding in plain sight: that markets drive economies while governments follow, and that the capitalism we inherited is simply how things are. He makes the case, with data and without ideology, that both are wrong, and that understanding how we got here reveals it doesn't have to be this way.

A note on timing: this conversation was recorded before the World Bank published its landmark reversal on industrial policy (March 17, 2026). Aniket has been making this argument for eleven years. The world is catching up.

Host: Meredith Ogilvie-Thompson

Sound Editing: Dax Krishna and the team at SpeechDocs

Music: Ilya Kuznetsov

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In Conversation with Michael Power

Economist. Strategist. Nomad.

A global strategist at Investec Asset Management – now known as Ninety-One – Michael Power has been advising investors and governments on the rise of Asia and the shifting architecture of global capital for more than 30 years. But what sets him apart is how he thinks: tracing words back to their roots to understand markets, questioning assumptions most people take for granted, and seeing the world from vantage points the West often ignores.

Michael had a lot to say about China and AI when we spoke in December, some six weeks before Anthropic released its new Claude Co-work tools that spooked investors and software stocks got hammered. Bloomberg reported nearly $1 trillion wiped off software stocks in a week. Microsoft fell despite beating earnings. The market is reassessing which companies can survive AI disruption, while Michael's thesis about the cracks in the AI edifice play out in real time.

Credits:

Host: Meredith Ogilvie-Thompson

Sound Editing: Dax Krishna and the team at SpeechDocs

Music: Ilya Kuznetsov