Explorez tous les épisodes du podcast Leaders with Joseph Cass

Tikehau Co-Founder Mathieu Chabran joins Joe Cass to talk fighting Wall Street giants in his 20's, remortgaging his house to save the business, a surprising change in European finance - and his playbook for leading a $60 billion empire.

00:00 Betting everything on Tikehau

03:29 The Pope in Paris story

04:48 Mathieu taking a second mortgage to save the business

07:34 Inspired by the success of Blackstone

09:53 Is Europe in decline?

12:28 The personal cost of building Tikehau

14:41 Michael Milken & famous Drexal alumni

17:14 The surprising change in European finance

22:29 Is Mathieu worried about private credit?

28:23 Number 1 investment priority

29:56 How much of investing is gut feeling?

32:07 Tikehau in 2046

Follow Joe on Linkedin: https://www.linkedin.com/in/josephcass/

Brookfield Asset Management CEO Connor Teskey joins Joe Cass to talk about becoming the youngest CEO in the firms history, a letter that changed his life forever, the role of gut feeling in investing - and his playbook for leading a $1 Trillion empire.

00:00 Becoming CEO at 38-years-old

02:17 The letter that changed Connor's life

05:07 Connor telling his wife he got the job

08:00 How much of investing is gut feeling?

09:34 Being the youngest CEO in the room

13:32 The biggest misconceptions about AI

17:50 Are we building too fast in AI

21:00 Will AI create mass wealth or mass unemployment?

23:18 The role of credit ratings in private markets

26:14 Brookfield in 2036 Follow

Joe on Linkedin: https://www.linkedin.com/in/josephcass/

Churchill Asset Management's Ken Kencel joins Joe Cass to talk about the culture and legacy of his old firm Drexel Burnham Lambert, presenting to Michael Milken, starting multiple successful financial businesses and his secret to building strategic, long-term relationships.

00:00 Drexel Burnham Lambert in the 1980's

05:41 The culture and legacy of Drexel

08:23 Presenting to Michael Milken

09:48 Starting Churchill before the financial crisis

13:22 Selling to The Carlyle Group

16:32 Calling up David Rubenstein

18:26 Building a $100Bn AUM business from scratch

28:01 Ken's childhood and being raised by his Uncle

35:57 Ken's secret to building strategic, long-term relationships

Follow Joe on Linkedin: https://www.linkedin.com/in/josephcass/

BlackRock's Global Chief Investment Strategist Wei Li joins Joe Cass to talk about whether the AI boom is a bubble, why she thinks we're still in the early build-out phase, and how a wider-than-ever range of outcomes is reshaping portfolios.

00:00 Is there an AI bubble?

05:08 Day in the life of Wei Li

06:14 How to stand out in an AI world

08:08 Blackrock's internal AI platforms

10:02 Wei's most important datapoint

11:18 Wei's contrarian investment belief

12:31 What is it really like working at Blackrock?

13:37 Inside Blackrock's Investment Committee

14:45 Biggest misconceptions about Blackrock

18:29 Public to Private Markets power shift

21:14 How Wei communicates

23:28 The importance of an S&P rating

24:40 How to be disciplined in a whipsaw market?

26:38 The rise (and fall?) or US market dominance

28:55 Wei's advice to young professionals

Follow Joe on Linkedin: https://www.linkedin.com/in/josephcass/

In this episode, Joseph speaks with Mark Haefele, Chief Investment Officer at UBS, about what truly separates lasting wealth from wealth that gets eroded, across investing, family dynamics, and generational planning. They explore why inheritance planning can be the hardest financial puzzle wealthy families face, how billionaires think about keeping families aligned, and what happens when emotions, identity, and "behavioral noise" run the portfolio instead of a clear plan.

Chapters:

0:00 The biggest mistake wealthy investors make

1:37 What are the world's wealthiest people most worried about right now?

2:44 Personal habits of billionaire families

4:24 What asset class are wealthy families increasing exposure to?

5:03 The 'Godfather' approach to inheritance

7:21 Succession TV show in real life

9:08 Why do some families retain wealth, and others lose it all?

10:28 The billionaire asset allocation template

12:06 What long term risk are markets underpricing?

13:11 An unstable decade for investors

14:08 UHNWI's view of private markets

16:40 Investing sophistication of UHNWI's

18:10 UHNWI appetite for private credit

19:15 Preferred asset classes of the wealthiest people in the world

20:12 The importance of credit ratings

21:09 Has working with billionaires changed Mark?

22:15 Mark's #1 tip for young people to build wealth today

This episode features Blair Jacobson, Co-President of Ares Management Corporation, discussing private credit investment strategies, risk management, and firm growth. He shares insights on how Ares maintains a conservative approach to avoid losses, the importance of relationships and reputation in deal origination, and the firm's expanding areas like asset-backed credit and wealth management. Blair also touches on the evolving role of credit ratings in private markets, the firm's involvement in sports investments, and offers advice for young professionals entering finance amidst technological disruption.

Chapters:

00:00 What could go wrong in private credit

1:34 How prepared is Ares for a downturn

6:55 Football & sports investment – Chelsea & Athletico Madrid

10:17 Finding sports investment opportunities  

10:58 How does Ares find new business

14:57 Finding lucrative deals

16:07 Private credit ratings

18:56 Big insurers moving into private credit

20:13 Building a career in the AI era

22:13 "Relationship training"

24:00 Why is Ares Co-Founder Michael Arougheti so successful

Recording date: 18 February 2026.

Joe Cass sits down with Kunal Shah, Co-CEO of Goldman Sachs International & Global Co-Head of FICC, to unpack the surprising story behind becoming one of the firm's youngest-ever Managing Directors at 27—and what that experience taught him about performance, mentorship, and taking the right risks at the right time.

Timestamps:

00:00 – 5:08 Becoming the youngest ever MD at Goldman Sachs

5:08 – 7:06 Day in the life of a Co-CEO

7:06 – 9:48 Goldman Sachs client concerns on AI

9:48 – 10:25 Goldman Sachs internal AI platform

10:25 – 12:51 How to build successful relationships

12:51 – 16:00 How does Goldman Sachs use credit ratings?

16:00 – 17:45 Day in the life on an EM trading desk at Goldman Sachs

17:45 = 19:37 Phycological impact of financial trading

19:37 – 21:33 Teaching new traders at Goldman Sachs

21:33 – 22:23 Hedge funds looking at Drama graduates

22:23 – 24:07 What do people assume about working at Goldman Sachs that isn't true?

24:07 – 26:13 What is EMPower?

26:13 – 27:19 Kunal's view of Industry TV series and Wall Street movies

27:19 Kunal's alternative career path

Join Joe Cass as he interviews Andrew Balls, PIMCO's CIO for Global Fixed Income, to explore the intricacies of decision-making in finance, particularly under psychological pressure. In this insightful discussion, Andrew shares his strategies for managing stress while making high-stakes decisions that can impact billions of dollars.

Whether you're a finance professional or simply interested in the dynamics of investment management, this conversation offers valuable insights into the future of finance and the evolving landscape of investment strategies.

Chapters:
00:43 – 3:13 The Psychology of Managing Billions of Dollars
3:13 – 5:11 Public Bond Issuance Predictions
5:11 – 11:49 AI/Datacentre Predictions  
11:49 – 16:43 The Meta Datacentre Transaction
16:43 – 19:58 How Are PIMCO Using AI To Invest?
19:58 – 23:26 PIMCO's Clients & Their Priorities
23:26 – 25:33 Why Didn't Andrew Choose Politics?
25:33 – 27:30 Andrew's Move From The FT to PIMCO
27:30 – 29:46 Transitioning To Portfolio Management
29:46 – 33:25 Andrew on Mohamed El-Erian & Bill Gross
33:25 – Close Watching Football & Playing The Drums

In this episode, Joseph is joined by Venkat, CEO at Barclays, and Saugata Saha, President at S&P Global Market Intelligence. Topics included Venkat's perspective on the future of the UK economy, his view on private markets, how Saugata see's AI being used in finance, Venkat's most important leadership lesson and both guests discuss their love of cricket.
 

Watch the episode on YouTube: https://www.youtube.com/playlist?list=PLUyvQsealzZa24wQkgNXKpsnLHhG1fGBj
 Watch the episode on our website: https://www.spglobal.com/en/research-insights/podcasts/leaders

In this episode of the Leaders Podcast, host Joseph Cass welcomes back Richard Attias, the Chairman of the Executive Committee at the FII Institute. They dive deep into the upcoming FII9 event in Riyadh, exploring the theme of "Unlocking Keys to Prosperity." Richard shares his unique insights into the private conversations of world leaders and global CEOs, emphasizing the importance of trust and personal relationships in fostering impactful investments.

0:00 Introduction
1:00 Conversations with World Leaders
3:00 The Importance of Trust in Global Investments
4:30 Overview of the FII9 Conference
6:00 The Evolution of FII
10:00 Interviewing President Trump
12:30 Key Concerns of World Leaders Today
15:00 FII vs. Davos: Defining Unique Identities
18:30 Future Aspirations for the FII Institute
21:00 Recommended Reading
23:00 Closing Remarks

Subscribe (Apple Podcasts): https://podcasts.apple.com/us/podcast/leaders-with-joe-cass/id1515429355
Subscribe (Spotify): https://open.spotify.com/show/5TdWBOagDtFdO6Rr4PtN4W
Watch on our website: https://www.spglobal.com/en/research-insights/podcasts/leaders

In this enlightening episode of The Leaders Podcast, host Joe Cass engages in a thought-provoking discussion with Robyn Grew, CEO of Man Group, and Dave Ernsberger, co-President of S&P Global Commodity Insights.

Subscribe (Apple Podcasts): https://podcasts.apple.com/us/podcast/leaders-with-joe-cass/id1515429355

Subscribe (Spotify): https://open.spotify.com/show/5TdWBOagDtFdO6Rr4PtN4W

Watch on our website: https://www.spglobal.com/en/research-insights/podcasts/leaders

In this enlightening episode of the Leaders podcast, host Joe Cass engages with industry stalwarts Malin Norberg, Chief Investment Officer at NBIM, and Dan Yergin, Vice Chairman at S&P Global. Together, they explore the evolving landscape of global energy, the implications of geopolitical shifts, and the critical role of innovation in driving sustainable development. Tune in to gain valuable insights on the challenges and opportunities that lie ahead, as well as the leadership strategies that can guide us through an ever-changing world.

Chapters:
0:00 Introduction and Overview
2:31 Current Trends in Global Energy
10:16 Geopolitical Influences on Energy Markets
20:46 Innovation and Sustainability
30:01 Leadership in Times of Change
40:31 Looking to the Future
50:01 Q&A Session
55:01 Closing Remarks

Subscribe (Apple Podcasts): https://podcasts.apple.com/us/podcast/leaders-with-joe-cass/id1515429355

Subscribe (Spotify): https://open.spotify.com/show/5TdWBOagDtFdO6Rr4PtN4W

Subscribe (YouTube): https://www.youtube.com/@spglobalproud/podcasts

Watch on our website:  https://www.spglobal.com/en/research-insights/podcasts/leaders

In this episode, Joe is joined by Ken Griffin, CEO & Founder of Citadel and Martina Cheung, CEO & President of S&P Global. Discussion covered Ken and Martina's early careers, independent thinking in the era of AI, defining market 'edge' in 2025 and the upcoming 2026 Football World Cup hosted in North America.

In this episode, Joe is joined by Will Ahmed, CEO & Founder of Whoop and Arthur Wong, Managing Director at S&P Global Ratings. Discussion covered the evolution of healthcare, the power of wearable technology and Will's experience with top athletes like Cristiano Ronaldo and their health journey.  

In this episode, Joe is joined by Ben Way, Group Head of Macquarie Asset Management and Andrea Quirk, Global Head of Credit Ratings at S&P Global Ratings. Discussion covered the explosion in growth of datacenters, how AI is driving demand for digital infrastructure and Ben's view of being present in the moment throughout your career.

In this episode, Joe is joined by Andrew Schlossberg, President & CEO at Invesco, and Dan Draper, CEO at S&P Dow Jones Indices. Topics included Andrew's journey from Invesco's corporate training program to CEO, Dan's perspective on the evolution of index-based investing, Andrew's insights on AI integration in asset management, and Dan's view on the future of the indexing business. The conversation also covered major industry trends, leadership advice for aspiring professionals, and experiences with football culture in London.

In this episode, Joe is joined by Marcie Frost, CEO of CalPERS and Martina Cheung, CEO & President of S&P Global. Topics included Marcie's current view of the role of private assets in CalPERS portfolio, Martina's initiative and growth areas for 2025, Marcie's progression from typist to CEO and Martina's memories of breaking the gavel at the New York Stock Exchange.  

In this episode, Joe is joined by John Zito, Co-President of Apollo Asset Management and Alex Birry, Global Head of Credit Research at S&P Global Ratings. Topics included views on private credit and the evolution of private markets, John's career trajectory to Apollo, Alex on global mega trends and John's advice for managing high performing teams.

In this episode of FI15, Joe is joined by Jon Gray, President & Chief Operating Officer at Blackstone and Doug Peterson, CEO & President of S&P Global. Discussion covered Doug's upcoming retirement, Jon on the future of private markets and infrastructure, Doug on GenAI and Jon on his viral jogging videos on Linkedin.

This episode was recorded and published prior to Doug's retirement as CEO & President, he is now Special Advisor at S&P Global.

In this episode of FI15, Joe is joined by Richard Attias, CEO & Founder of Richard Attias & Associates and CEO of the FII Institute. Topics included the upcoming FII Institute event in Riyadh, Richard's relationship with H.E Yasir Al-Rumayyan, how to successfully build senior relationships and Richard's networking tips to progress your career.

In this episode of FI15, Joe is joined by Mohamed El-Erian, President of Queens' College, University of Cambridge and Sudeep Kesh, Chief Innovation Officer at S&P Global Ratings. Topics discussed included the potential impact of AI on investing and portfolio management, how Mohamed incorporates data into his views, Sudeep on AI in movies and music and Mohamed's relationship with the Gen Z students at Queens'.

In this episode of FI15, Joe is joined by Jay Sammons, Co-Founder of SKKY Partners and Raam Ratnam, Managing Director at S&P Global Ratings. Topics included SKKY Partners investment process, Jay's experience founding the company with Kim Kardashian, staying on top of consumer culture and Raam's takeaways from his career as an accountant.

In this episode of FI15, Joe is joined by Sebastien Page, Chief Investment Officer at T Rowe Price and Alexandra Dimitrijevic, Global Head of Analytical Research & Development at S&P Global Ratings. Topics included both guests views on global mega trends, the future glide path of interest rates and inflation, Sebastien's experience building a 40,000+ following on Linkedin and a new quick fire round.

In this episode of FI15, Joe is joined by Blackrock's Global Head of Private Debt James Keenan and Ruth Yang, Global Head of Thought Leadership at S&P Global Ratings. Topics included the rise in popularity of private markets, how both Blackrock and S&P Global Ratings approach the space, Jim's unpopular investment opinion and people inside and outside of S&P Global that inspire Ruth.

In this episode of FI15, Joe is joined by Real Estate mogul Ryan Serhant, Founder of SERHANT. and Gregg Lemos-Stein, Chief Analytical Officer – Corporates at S&P Global Ratings. The guests discuss the global real estate market, with Ryan sharing his expertise on leveraging social media and AI to drive success in the industry, and Gregg provides his experience of how large multi-national cooperations are currently utilizing AI to unlock new opportunities.

In this FI15 podcast episode hear Lori Heinel, Global CIO at State Street Global Advisors, and Yann Le Pallec, Global Head of Rating Services at S&P Global Ratings, discuss key global economic trends and investment strategies with host Joe Cass. Topics include client engagement, investment opportunities, ESG considerations, public speaking tips, personal challenges in the industry and the role of AI in investing.

Embrace the future of finance and dive into an insightful discussion with Wei Li, Global Chief Investment Strategist at Blackrock, and Martina Cheung, President at S&P Global Ratings. Together, they dissect the 2024 market landscape, offering expert perspectives on emerging trends, AI integration, and leadership insights.

Robert F. Smith, Chairman and Founder of Vista Equity Partners, joined Doug Peterson, CEO at S&P Global and host Joe Cass on this episode of Fixed Income in 15. Discussion focused on how to build a culture of success in business, the evolution of GenAI, the growth of private markets and the guests experience of growing up in New Mexico and Colorado.

Andrew Howard, Global Head of Sustainable Investment at Schroders and Christa Clapp, Managing Director at S&P Global Rating join host Joe Cass on this episode of Fixed Income in 15. Discussion focused on sustainable finance, the climate financing gap, Christa's experience building Shades of Green and the future of green bonds. Sign-up here to be notified as soon as future episode are published.

Ex-U.S. Treasury Secretary Larry Summers and S&P Global Ratings' Global Chief Economist Paul Gruenwald join host Joe Cass on this episode of Fixed Income in 15. Discussion spans the rise and fall of inflation, working with U.S. Presidents, how to create an economic narrative and Larry's experience being diagnosed with and surviving cancer.

Rohit Sipahimalani, CIO at Temasek and Martina Cheung, President of S&P Global Ratings join host Joe Cass on this episode of Fixed Income in 15. The discussion centred around disruptive investment areas, macro outlooks, private credit, the impact of Generative AI and the rise of India.

Daniel Yergin, Vice Chairman at S&P Global, Pulitzer-Prize winning author and founder of CERA, joins host Joe Cass on this special 1-on-1 episode of Fixed Income in 15. Topics included Dan's newest book 'The New Map', challenges of the energy transition, founding Cambridge Energy Research Associates in 1983 and his experiences advising multiple U.S Presidents.

Mary Pryshlak, Head of Investment Research at Wellington Management, joined Alexandra Dimitrijevic, Global Head of Research & Development at S&P Global Ratings and host Joe Cass on this episode of Fixed Income in 15. Discussion focused on the potential role of Generative AI in credit research, leadership experiences from Alexandra and Mary and books that have fundamentally changed our guests' lives.

Saira Mailk, CIO of Nuveen joins Ruth Yang, Global Head of Thought Leadership at S&P Global Ratings and host Joe Cass on this episode of Fixed Income in 15. Discussion focused on Saira's experience breaking into finance, the next big risks for investors, Ruth's leadership experience and Saira and Ruth's strategies when educating their children on finance.

David Rubenstein, Co-Founder of The Carlyle Group joins Adam Kansler, President at S&P Global Market Intelligence and host Joe Cass on this episode of Fixed Income in 15. Topics included private market valuations and data, interest rate trajectories, David's new book "How To Invest", biggest investing regrets and anecdotes from David's investing career.

PIMCO CEO Emmanuel Roman and Martina Cheung, President of S&P Global Ratings, joined Joe Cass on this episode of the FI15 podcast. Discussion spanned investing in 2023, private debt, working culture at PIMCO after Bill Gross, Davos, ChatGPT and Arsenal FC.

Liz Ann Sonders, Chief Investment Strategist at Charles Schwab joins Paul Gruenwald, Global Chief Economist at S&P Global Ratings and host Joe Cass on this episode of Fixed Income in 15. Discussion focused on the 2023 macro outlook, US rate cycle, sticky inflation, Liz Ann's Twitter 300,000 Twitter following and Paul's cycling over lockdown.

Peter Harrison, CEO of Schroders joins Dan Draper, CEO at S&P Dow Jones Indices and host Joe Cass on this episode of Fixed Income in 15. Discussion focused on Peter & Dan's experiences working across the globe for different institutions, the day-to-day realities of being a CEO and, private markets, blockchain and Peter's experience meeting The Queen.

David Hunt, CEO of PGIM joins Maria Melendez, Global Head of Strategy at S&P Global Ratings and host Joe Cass on this episode of Fixed Income in 15. Discussion focused on David's experience as a CEO, his current take on the global macro environment, Maria's career path and her view on how to successfully execute strategy in our day-to-day roles.

Chamath Palihapitiya, global tech investor and Founder of Social Capital and Naveen Sarma, Senior Director at S&P Global Ratings covering U.S Media & Entertainment joined Joe Cass on this episode of the podcast. Discussion spanned investment philosophy, how playing poker can assist prospective investors, the future of streaming and the importance of mental health.

Joyce Chang, Chair of Global Research at JP Morgan joins Alexandra Dimitrijevic, Global Head of Research & Development at S&P Global Ratings and host Joe Cass on this episode of Fixed Income in 15. Discussion focused key themes that may affect financial markets in 2022-23, the evolution of ESG when thinking about an energy crisis, the impact of DeFi on TradFi and Joyce's advice for young women pursuing a career in finance.

Legendary investor Howard Marks, Co-Founder of Oaktree Capital Management, joins Sally Moore, Global Head of Strategy, M&A and Partnerships for S&P Global and host Joe Cass on this episode of Fixed Income in 15. Discussion focused on Howard's relationship with Warren Buffett, Sally's experience of the recent $140 Billion S&P Global-IHS merger, Howard's process for writing his world famous memos and the psychology of investing in choppy markets.

Ashish Shah, Chief Investment Officer at Goldman Sachs Asset Management joins Ruth Yang, Global Head of Thought Leadership at S&P Global Ratings and host Joe Cass on this episode of Fixed Income in 15. Discussion focused on the future of private debt markets, GSAM's view of financing fossil fuel companies, using social media as a communication tool and Ashish's experience growing up in Pennsylvania.

Rick Rieder, Chief Investment Officer of Global Fixed Income at Blackrock joins Yann Le Pallec, Global Head of Ratings at S&P Global Ratings and host Joe Cass on this episode of Fixed Income in 15. Discussion focused on Rick's take on the current volatile market conditions, how to approach inflation, Rick's 30,000 Twitter followers, Yann's professional experience of the pandemic, insightful individuals and Rick's advice to Joe on parenting.

Jared Isaacman, Founder of Shift4 and SpaceX Astronaut joins Chris Heusler, Chief Commercial Officer at S&P Global Ratings and host Joe Cass on this episode of Fixed Income in 15. Discussion focused on Jared's experience as a civilian astronaut, his relationship with Elon Musk, Chris' career path, how to be a good leader and when both guests think humans will walk on Mars.

Ray Dalio, Co-Chairman and Co-CIO of Bridgewater Associates and Martina Cheung, President at S&P Global Ratings joined Joe Cass on this edition of Fixed Income in 15. In a wide ranging discussion, conversation touched on markets, Sustainable Finance, diversity in societies, Ray's new book, life and work role models, Joe's job at McDonalds and career advice.

Grover Burthey, Head of ESG Portfolio Management at PIMCO and Richard Mattison, President at S&P Global Sustainble1 joined Joe Cass on this edition of Fixed Income in 15. Discussion focused on PIMCO's priorities in the ESG investing space, growth of the S&P Global Sustainable1 division and the challenges ESG presents market stakeholders. There was also time to discuss Grover's experience in the U.S Government, how Richard moved from Neuroscience to ESG and the duo's professional role models.

Joe Cass hosted CEO of Grayscale Investments, Michael Sonnenshein and Senior Research Fellow at S&P Global Ratings Chuck Mounts on the latest episode of Fixed Income in 15. Discussion focused on the emerging cryptocurrency markets, institutional investor involvement in the space and debate on how blockchain could fit into traditional finance structures. There was also time for Michael to talk about his rise from Account Executive to CEO at Grayscale, as well as hear Chuck's 'a-ha' moment with crypto.

Nicole Connolly, Global Head of ESG at Fidelity Investments and Lauren Smart, Chief Commercial Officer S&P Global Sustainble1 joined Joe Cass on this edition of Fixed Income in 15. Discussion focused on S&P Global's new Sustainble1 division, ESG investing trends and how investors are increasingly playing a part in investment stewardship. There was also time to talk about Lauren's experience of speaking at Davos and Nicole's tips on work/life balance.