The WellSaid Podcast – Details, episodes & analysis

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The WellSaid Podcast

Wellington Management

Business

Frequency: 1 episode/21d. Total Eps: 59

WellSaid is produced by Wellington Management. Hosted by Geopolitical Strategist Thomas Mucha and featuring our global team of investment professionals, the series aims to draw connections between our investment research and real-world themes and trends. You can listen to this podcast and explore extensive research insights at Wellington.com

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Data updated on 04/07/2026

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🇫🇷 France - Investing
09/07/2025
#97

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Score global : 58%

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Extension strategies, explained

Season 4 · Episode 8

Thursday, June 19, 2025 • Duration 20:05

Portfolio managers John Smallcomb and Ed Baldini explain what extension strategies are, how they might benefit investors, and why interest in these strategies has been ticking up.

3:15 – What are extension strategies?
6:15 – Rising interest and room for growth
9:50 – Relative risk
13:35 – Role in asset allocation
15:30 – Extension strategies and the current market

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Investor Exchange: Rates, trade, and “one big, beautiful bill”

Season 4 · Episode 7

Thursday, June 5, 2025 • Duration 20:59

Macro strategist Mike Medeiros joins host Amar Reganti to dissect the Trump administration's policy moves to date and what they may mean for the US economy going forward.

2:35 - What would happen under full tariffs?
4:20 - Historical path to deglobalization
5:45 - Impact of tariffs on inflation and growth
9:00 - Has DOGE been effective?
10:55 - Reconciliation bill trajectory and effects
16:00 - What are policymakers missing?

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Trade, tariffs, and accelerating US/China strategic decoupling

Season 4 · Episode 6

Thursday, May 29, 2025 • Duration 29:22

Strategists Thomas Mucha and Johnny Yu discuss US-China strategic decoupling, trade tensions, and the implications for global markets and supply chains.

2:25 – Pause of US “reciprocal” tariffs on China
6:00 – National security concerns and market takeaways
10:10 – Impact on global supply chains
15:20 – Effects on other strategic allies and international relationships
23:10 – US self-isolation and long-term investment themes

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Investor Exchange: Tariffs, Treasuries, and taxes: What comes next?

Season 4 · Episode 5

Tuesday, May 13, 2025 • Duration 23:00

Fixed income portfolio manager Connor Fitzgerald joins host Amar Reganti to discuss the potential effects of tariffs and other fiscal decisions on the bond market.

2:20 Liberation Day fallout
5:10 Tariffs as taxes
7:40 Breaking down market impacts
10:10 Structural increase in term premia
12:45 Inflation breakeven signals
15:55 Probability of recession
19:00 Managing fixed income portfolios

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Investor Exchange: Credit investing amid today's volatility

Season 4 · Episode 4

Thursday, April 17, 2025 • Duration 20:57

The bond market is critical for moving credit through the global financial system. So how will global bond markets respond amid today's volatility? How have the first 100 days of the Trump administration changed the calculus? In the first episode of Wellington Management's new InvestorExchange podcast, host Amar Reganti, fixed income strategist, talks to Campe Goodman, head of multisector credit investing, about what's next for bond markets and how investors may be able to navigate them.

1:50 How the bond market reflects the current economic environment
4:30 Are we headed for a recession?
7:00 Effect of policy uncertainty on opportunities in credit
10:20 What do credit allocators overlook?
12:10 The rise of private credit
15:50 Tail risks and key lessons learned

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Navigating the European market's regime change

Season 4 · Episode 3

Thursday, April 10, 2025 • Duration 21:34

Strategists Thomas Mucha and Nick Wylenzek discuss the regime shift in European markets, focusing on deglobalization, tighter monetary policy, and increased government intervention. They explore the impacts on sectors like defense, energy, and the evolving relationship with China.

Key topics:
1:45 - Unpacking the European economic regime shift
7:00 - Alpha potential of European markets
9:15 - National security concerns among EU governments
12:50 - A potential NATO split?
15:20 - Sector outlooks for European equities
16:45 - Europe and China relations

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Multi-asset investing in a brave new world

Season 4 · Episode 2

Thursday, March 13, 2025 • Duration 25:36

Nick Samouilhan, co-head of Wellington’s multi-asset platform, joins host Thomas Mucha to discuss the importance of adapting portfolios to rising macro volatility, geopolitical changes, and structural shifts.

Key topics
2:00 – Drivers of macro volatility
4:05 – Inflation, diversification, and stress testing
8:15 – Company and currency dispersion
10:25 – Regime diversification
12:15 – Role of hedge funds
14:45 – Private market opportunities
17:00 – Navigating geopolitical risk
20:25 – New rules for investing

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Fixed income investing in 2025

Season 4 · Episode 1

Thursday, February 13, 2025 • Duration 30:21

On the latest episode of WellSaid, fixed income strategist Amar Reganti joins host Thomas Mucha to explore the potential effects of tariffs, ongoing geopolitical conflicts, China's economic recovery, the growth of private credit, and much more on 2025's fixed income markets.

In this episode:
1:55 – History and impact of tariffs
6:15 – Geopolitical conflict and inflation
12:15 – China’s economic recovery
16:00 – US/China great-power conflict
18:45 – Currency risk: Japanese yen
20:00 – US equities: Is it all just one trade?
22:05 – Housing market
24:25 – The growth of private credit

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Health care investing in 2025: Public/private collaboration

Season 3 · Episode 11

Thursday, December 19, 2024 • Duration 29:03

Health care services experts David Khtikian and Josh Sommerfeld join host Thomas Mucha to explore the industry's transformation, diving into consolidation, tech innovation, value-based care, and the benefit of their public/private collaboration.

1:30 – Evolution of health care services
3:30 – Next generation of digital health companies
6:45 – Public market: Leveraging private market insights
8:35 – Private market: Collaborating with public investors
11:20 – Top down macro and regulatory environments
16:20 – Health care in Trump 2.0
19:45 – Value-based care in private markets
23:15 – Impact of income inequality

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Trump 2.0: US election market impacts

Season 3 · Episode 10

Thursday, November 7, 2024 • Duration 21:30

In the wake of the US election, macro strategists Juhi Dhawan and Michael Medeiros join host Thomas Mucha to discuss the market, policy, and geopolitical implications of Trump 2.0.

In this episode:
1:15 – Equity market: Potential winners and losers
3:35 – Outlook for fixed income and bond yields
5:00 – Fiscal policy implications
6:30 – Deficits and the bond market
7:30 – Immigration’s impact on growth and inflation
10:15 – Tariffs and trade policy
13:10 – Geopolitical risk
15:30 – Fed policy in Trump 2.0

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The WellSaid Podcast – Details, episodes & analysis

Podcast details

Recent rankings

Apple Podcasts

Spotify

Shared links between episodes and podcasts

RSS feed quality and score

Publication history

Latest published episodes

Related Shows Based on Content Similarities

Apple Podcasts

Spotify

Related Shows Based on Content Similarities

The WellSaid Podcast – Details, episodes & analysis

Podcast details

Recent rankings

Apple Podcasts

Spotify

Shared links between episodes and podcasts

RSS feed quality and score

Publication history

Latest published episodes

Similar podcasts and content

Related Shows Based on Content Similarities

Apple Podcasts

Spotify

Related Shows Based on Content Similarities