최고 Money Maze Podcast 팟캐스트 (2024)

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140: LSEG: Partnering with Microsoft and Why London Remains a Leading Financial Hub - With LSEG CEO, David Schwimmer 54:00

2d ago54:00

54:00

If you were asked ‘What is the London Stock Exchange Group, (LSEG)?’, most investors would answer, ‘the London Stock Exchange, of course.’ Yet, the correct answer would be, “well that’s only 5% of revenues today”, and then you might pause and wonder what the rest is… In this conversation with David Schwimmer, a veteran of Goldman Sachs, and CEO of …

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138: Why the World Economy Gets a B Grade - With Baroness Dambisa Moyo (Economist, Legislator & Author) 49:41

9d ago49:41

49:41

Armed with a degree, MBA, MPA, and a PhD, the author of 5 bestselling books, a trained economist, a previous employee of Goldmans Sachs, a life peerage in the House of Lords, sought after board member, one of Time Magazine’s 100 Most Influential People in the World, and on Oprah Winfrey’s “O” Power List, our guest today seems to have it all! Dambis…

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137: Money Maze Podcast 2024 Trailer 0:56

9d ago0:56

0:56

Through direct, entertaining & insightful interviews with masters of the real life money maze, we hope to learn about different approaches to allocating capital, making business decisions and navigating the pitfalls that line the paths to prosperity. Each episode, with invite leading figures from the investment management and finance sector onto th…

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136: Cryptocurrencies: Ill-Advised Speculation or an Alternative Asset Class? With Nic Cary, Co-Founder and Vice Chair at Blockchain.com 53:50

16d ago53:50

53:50

Back in September 2021, we met with Nic Cary of Blockchain.com, which was already well on its way to becoming one of the world’s leading digital asset platforms. Since then cryptocurrency volatility has been extraordinary, and witness to wild gyrations, the imprisonment Sam Bankman-Fried, SEC action, regulatory hand wringing and then this year, Bla…

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135: Insights from CPP Investments: Canada’s Largest Global Pension Fund - With Suyi Kim 37:42

23d ago37:42

37:42

In this interview, we return to Canada. Having interviewed Jo Taylor of OTPP last year, this time we sought out one of the most well-known and successful women in private equity, someone who is also proving to be a huge role model for young women pursuing careers in the investment industry. Suyi Kim, educated at the University of Seoul and then Sta…

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134: Gold! Why & How to Own It, Tokenisation and Investor Positioning - With David Tait, CEO of the World Gold Council 52:21

30d ago52:21

52:21

It’s not every day that one of our guests from the world of finance has successfully scaled Everest 5 times, been awarded an MBE by the Queen, raised millions for charity, and is a vocal ambassador for the NSPCC. For his day job, he led trading desks at Goldmans, CS, UBS and Bluecrest. If that wasn’t enough for most people, he then became sufficien…

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133: Marketing God: With Nicky Gumbel - Pioneer of the Alpha Course 1:02:41

1M ago1:02:41

1:02:41

In this Easter special we explore a slightly different realm: religion! Very occasionally one individual can have a disproportionately powerful impact on a collection of people, but very rarely does that person’s impact grow in time and reach, and expand beyond anyone’s expectations and for millions, be responsible for enhancing their lives. Our gu…

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132: Why We Need Integrated Energy Companies - With Ann Davies, bp Senior Vice President, Wells 42:20

2M ago42:20

42:20

Our guest today earned her master’s degree in physics, captained her rugby team at Oxford, and then a few years later was posted as bp’s engineering manager to Baku, Azerbaijan. She then spent time as Country Head in neighbouring Georgia and COO of Lightsource bp, and is now bp’s Senior Vice President, Wells. In this conversation, Ann explains bp’s…

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131: Wine, Whisky and Champagne: Buy, Sell or Hold? With Gary Boom, Founder and CEO of Bordeaux Index 44:55

2M ago44:55

44:55

In May 2021, we turned our attention to an investor dilemma – Should we view wine as a proper asset class? And how should we think about the wine industry, unmodernised for so long, but ripe for change! A disrupter emerged in 1997, in the shape of Bordeaux Index, set up by Michael Spencer and Gary Boom. In this conversation we learn about the shift…

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130: How Passive Investing May Have Created a Bifurcated Market for Value Investors 8:50

2M ago8:50

8:50

In this bitesize feature, David Einhorn, Founder & President of Greenlight Capital, discusses the potential impact passive investing has had on value investors, and where opportunities may lie. David is one of Wall Street's most closely followed hedge fund managers, whose public commentary on stocks has had market moving results ('The Einhorn Effec…

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129: Private Markets Miniseries: Season 2 Highlights 42:30

2M ago42:30

42:30

In today’s episode, the Money Maze Podcast takes a short trip back to 2023 to revisit our Second Private Markets Series. We shared fascinating conversations with guests from the likes of TPG, Tikehau Capital, Nasdaq Private Market, CAIS, and IFM Investors. In case you missed those episodes, we have compiled together some of the highlights from thos…

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128: Money Maze Vignettes: From Baseball Icon to Warren Buffet 2.0? (With Alex Rodriguez, CEO of A-Rod Corp & Former Baseball Pro) 6:44

3M ago6:44

6:44

In this bitesize feature, A-Rod Corp’s CEO, Alex Rodriguez, discusses principal capital, creating opportunities for partners, and A-Rod’s geographical scope. In the full interview, Alex speaks about how he came to dominate his sport, developing a substantial portfolio of investments and businesses through his investment firm, invaluable advice give…

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127: PIMCO: Insights from the CEO of a $1.8 Trillion Fixed Income Manager 55:47

3M ago55:47

55:47

With a successful career incorporating 18 years at Goldman Sachs, and then CEO of the Man Group, Emmanuel explains today’s landscape for investors across the fixed income universe. He explains PIMCO’s mission and reach. He discusses how the world is awash with cash and short-term maturities, creating opportunities with interest rates having adjuste…

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126: Lessons from 5 Decades of Investing – With Rosalind M. Hewsenian, CIO of Helmsley Charitable Trust 48:47

3M ago48:47

48:47

Why does a teacher trained to help children with special needs decide to switch, earn an MBA, then work at Pepsi, become an investment consultant, and end up becoming CIO at an $8 billion dollar foundation? In this conversation, Roz recaps on lessons learned with investing organisations, (including CalPERS) before arriving at Helmsley Foundation in…

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125: Is Active Management Worth Paying For? With Terry Smith (CEO, CIO & Founder of Fundsmith) 54:33

4M ago54:33

54:33

Our guest today has been referred to as "the English Warren Buffett" for his style and success in investing. His book, published in 1992, Accounting for Growth, and its ensuing controversy helped propel it to the top of the bestsellers chart, displacing Stephen Hawking's ’A Brief History of Time’ from the No.1 spot. He’s been head of research, CEO …

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124: Can We Eliminate Cancer? The Medical Revolution - With Mike Milken, Chairman of the Milken Institute 1:19:35

4M ago1:19:35

1:19:35

What if clearing out early stage cancers from your body could become as routine as going to your dentist, or what if a single vaccine could protect you against multiple viruses? In this episode, we trace Mike Milken’s journey from developing and popularising high yield corporate bonds, to catalysing changes in the world of cancer, and addressing ke…

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123: Oxford University Endowment Management: Purpose, Strategy and Implementation - Sandra Robertson, CEO & CIO of OUem 45:08

4M ago45:08

45:08

What do JR Tolkien, Emma Watson, Oscar Wilde, Indira Gandhi, Margaret Thatcher, Niall Ferguson & Dr. Seuss have in common? They all attended Oxford University, which for nearly 1,000 years has been educating some of the brightest of British and global youth. To have proved so permanent and excellent is testimony to many forces, both financial and e…

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123: 2023 in Review! 8:10

5M ago8:10

8:10

This week, the Money Maze Podcast is packing up and shutting down for Christmas and New Year. But before we get away, we wanted to catch you up on everything we’ve been up to these last 12 months! Otherwise, we wish all our listeners, sponsors & friends an enjoyable festive break! The Money Maze Podcast is kindly sponsored by Schroders, Bremont Wat…

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122: Guilty! Sam Bankman-Fried & the FTX Collapse - With Michael Lewis 58:46

5M ago58:46

58:46

If you don’t know about his most recent book ‘Going Infinite’, you’ll probably want to buy it after listening to or watching this episode with Michael Lewis, author of multiple books and associated films, including 'The Big Short', 'Moneyball', 'Flash Boys', 'The Blind Side', 'Liars’ Poker', and more. In this interview, with co-host Ravi Joseph, we…

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121: Red Lines, Accounting Gimmicks and Management Gloss: Why You Need to Understand Balance Sheets to Avoid Portfolio Disasters (With Steve Clapham, Founder of Behind the Balance Sheet) 39:15

5M ago39:15

39:15

For all the narratives around investing and making money, those who have survived the investment cycles for decades and earned above average returns have typically adhered to sound disciplines. This means valuing companies correctly, not taking shortcuts, not being swayed by management ebullience, and digging into the financial statements is key to…

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120: Why Do Companies Die? Value Creation in Public Equity Markets - With Michael Mauboussin, Head of Consilient Research at Counterpoint Global, Morgan Stanley Investment Management. 19:48

6M ago19:48

19:48

In his report ‘Birth, Death, and Wealth Creation’, Michael Mauboussin observes and then claims that corporations are surviving longer and winning more. This week, we welcome Michael Mauboussin, Head of Consilient Research at Counterpoint Global, Morgan Stanley Investment Management, to discuss the unique patterns of wealth creation in public equity…

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119: "Only the Dead Have Seen the End of War." The Evolution of War Since 1945 - With General David Petraeus & Lord Andrew Roberts 1:04:10

6M ago1:04:10

1:04:10

'Contrary to what was widely expected at the start of the present century, the world has not seen the end of major wars, confirming that Plato was right when he wrote that “only the dead have seen the end of war.”' These lines come from a new book, just published, titled ‘Conflict: The Evolution of Warfare from 1945 to Ukraine.’ The book was writte…

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118: Five Forces Shaping the Global Economy - With Ray Dalio, Founder of Bridgewater Associates 1:12:35

6M ago1:12:35

1:12:35

According to Bloomberg, Ray Dalio and his firm Bridgewater have “made more money for investors than any other hedge fund in history”. In this interview, Ray outlines his investment thinking and analyses some key trends shaping the global economy. Ray is an investor, commentator, philanthropist, and analyst of history’s relevance is assessing today’…

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117: What Makes a Great Macro Fund Manager? With Scott Bessent, CEO & Founder of Key Square Capital Management 1:02:58

7M ago1:02:58

1:02:58

Today’s guest was a key player on the George Soros team, who in 1992 helped the Quantum Fund make $1bn, shorting sterling ahead of the UK’s withdrawal from the ERM. As Soros’s CIO, he was also dubbed ‘The Man Who Broke the Bank of Japan’ by the Wall Street Journal after making approximately $3.5bn on the Abenomics trade from 2012-2015. Scott is wid…

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116: Investing Lessons from 40+ Years at the FT & Bloomberg - With John Authers, Senior Markets Editor at Bloomberg 1:00:10

7M ago1:00:10

1:00:10

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 moving to Bloomberg as Senior Markets Editor. He is responsible for ‘Points of Return’, the highly regarded and followed commentary, and has the unusua…

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115: The 2023 Israel-Gaza Conflict: What Next? With Sir Tom Beckett and Emile Hokayem of the International Institute for Strategic Studies 38:44

7M ago38:44

38:44

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 conflagration, we welcome two seasoned Middle East thinkers from the International Institute for Strategic Studies (IISS). We attempt to disentangle the key forc…

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Money Maze Vignettes: Iceland’s Vital Role in Pharmaceutical Research (With Robert Bradway, CEO of Amgen) 6:10

7M ago6:10

6:10

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 drug discovery pipeline. In the full interview Bob discusses timelines and priorities, the use of AI in accelerating drug development, biologics, facing …

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114: Are We Educating Our Children The Wrong Way? With Sir Anthony Seldon (Headmaster, Historian and Author) 53:44

7M ago53:44

53:44

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 this episode we wanted to discuss how we should be thinking about education today and tomorrow, and are we failing? Our guest, Sir Anthony Seldon, is …

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113: Why Infrastructure May Be The ‘Perfect Institutional Asset Class’ - With David Neal, CEO of IFM Investors 42:44

8M ago42:44

42:44

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 invest on behalf of more than 600 like minded institutions worldwide, it now manages approximately $143 billion (USD, as of 30/06/23). David discusses wha…

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112: From €4m to €40+ Billion of Assets: The Tikehau Capital Story - With Mathieu Chabran, Co-Founder 53:57

8M ago53:57

53:57

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 by Mathieu Chabran and Antoine Flamarion, then aged 28 and 31 respectively, with €4m of assets compiled from personal savings, friends and family, toda…

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112: How Technology is Accelerating & Democratising Private Markets – With Matt Brown, CEO & Founder of CAIS 44:05

8M ago44:05

44:05

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 firms and the wealth management community, whose portfolio allocations to these investments are a fraction of their institutional counterparts. Matt discu…

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110: Backing the Next Generation of Underrepresented Alternative Asset Managers - With Pamela Pavkov & Anilu Vazquez-Ubarri 49:39

8M ago49:39

49:39

In the world of alternative assets, TPG almost needs no introduction. Founded in 1992 by Jim Coulter and David Bonderman, today they manage a towering $139bn in alternative assets (as of 30/06/23). Less well-known is their significant push into backing and investing in the next generation of underrepresented alternative asset managers. In this conv…

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109: Nasdaq Private Market: Helping Fast-Growing VC-Backed Firms Access Liquidity & Stay Private – With Tom Callahan, CEO 47:28

9M ago47:28

47:28

Just as the Nasdaq was launched in 1971 to automate the market for securities which were not exchange-listed, so in 2013 the Nasdaq Private Market was created to help solve private company liquidity. Tom discusses how the introduction of the JOBS Act during Obama’s reign accelerated the need to have a market place for buyers and sellers to meet, as…

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Philipp Freise, Co-Head of European Private Equity at KKR, Highlights the Opportunities in Europe [REPLAY] 46:56

9M ago46:56

46:56

We are delighted to welcome KKR, and its Co-Head of European Private Equity, Philipp Freise, onto the show. Philipp discusses his wide and impressive education, his journey through management consulting at McKinsey, and a dotcom adventure as an entrepreneur, before joining KKR over 20 years ago. KKR today is a leading global investment firm with $5…

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108: In Case You Missed It: Private Markets Season 1 Highlights 40:26

9M ago40:26

40:26

In today’s episode, the Money Maze Podcast takes a short trip back to summer 2022 in light of the upcoming release of our second Private Markets Miniseries! Last year, we released our first season, delving deep into the far reaching ramifications of the industry, and sharing fascinating conversations with guests from the likes of Schroders Capital,…

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107: Gold: Why, How and Now? With Randy Smallwood, Chair of the World Gold Council and CEO of Wheaton Precious Metals 48:38

9M ago48:38

48:38

We last spoke about gold on the show 3 years ago, with Evy Hambro, who runs the BlackRock natural resources team. The discussion highlighted that paper currencies have a 100% track record of losing purchasing power, whereas gold has a 100% record of permanence. In this conversation, we ask Randy Smallwood to address several important issues around …

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106: Mike Pompeo, Former US Secretary of State & CIA Director, on Geopolitics, Leadership, and the Economy 40:38

10M ago40:38

40:38

In the third and final episode of our 'July With Jen Series', guest hosted by Jen Prosek, we welcome Mike Pompeo onto the show. Mike is the only man to ever have served as both the US Secretary of State (2018-21) and CIA Director (2017-18). In this episode, Mike and Jen have a riveting conversation, discussing a range of key geopolitical topics, su…

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105: China, AI, Entrepreneurship & the US Economy - With Billionaire Investor Thomas Tull & Palantir Co-Founder Joe Lonsdale 45:31

10M ago45:31

45:31

In the second episode of our ‘July With Jen’ miniseries, we welcome two leading entrepreneurs on the show for a varied discussion on the US economy, geopolitics, tech and more. The episode brings together Joe Lonsdale, Managing Partner of 8VC and Co-Founder of Palantir, and Thomas Tull, Founder of Tulco LLC and Former CEO of Legendary Entertainment…

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104: Lynn Martin: Running The Iconic NYSE 39:57

10M ago39:57

39:57

In this episode, we welcome Lynn Martin, the second woman in history to run the New York Stock Exchange (NYSE). The session is moderated by Jen Prosek, Founder of Prosek Partners, who is kindly guest hosting the podcast this month. Lynn enlightens Jen on her experience as the 68th President of the NYSE, and her navigation of an often-male dominated…

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103: Value Investing: Down But Not Out? With David Einhorn, Founder & President of Greenlight Capital 17:36

10M ago17:36

17:36

Oscar Wilde defined a cynic as someone who knew the price of everything, and the value of nothing. In today’s episode, we discuss value investing with David Einhorn, Founder and President of Greenlight Capital. David talks about the irreparable damage caused to the value investment industry, passive investing, returns, and bonds trading. He also di…

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102: The Ukraine War: An Update for Investors - With General Sir Nick Carter, Former UK Chief of the Defence Staff 28:01

10M ago28:01

28:01

General Sir Nick Carter, former Chief of the Defence Staff returns for a short discussion on the Ukraine War. He addresses the current situation from a military perspective, political interpretations, and gives further strategic insights. He then also discusses his predictions for how the war may end, and the impact recent events could have on Puti…

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101: Biotechnology and Healthcare: A New Dawn? With Bob Bradway, CEO of Amgen 39:55

11M ago39:55

39:55

The late Steve Jobs of Apple said “I think the biggest innovation of the 21st century will be at the intersection of biology and technology, a new era is beginning”. If you want see how biotech can change the world of health, whilst potentially being capable of creating extraordinary value for investors, there are few better places to look than Amg…

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100: Rewilding: The Next Big Investment Opportunity? With Ben Goldsmith, CEO and Co-Founder of Menhaden Capital 41:46

11M ago41:46

41:46

In a wide-ranging episode we have the opportunity to hear from Ben Goldsmith, a seasoned investor, with a particular focus on environmental opportunities, discussing how his passion in this field has led him to engage on a number of fronts. Ben explains his activities, which span from running a UK listed investment trust and its focus on the effici…

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99: How Tech & AI Are Disrupting The Multibillion Dollar Art Market - With Brett Gorvy, Former Chairman of Christie’s and Partner in LGDR 1:00:07

11M ago1:00:07

1:00:07

When Picasso’s Les femmes d’Alger was bought for $179 million, at that time, a world record for an artwork sold at auction, the spotlight shone on the world of art valuations, and this episode’s guest, Brett Gorvy. Having enjoyed an extraordinary career at Christie’s, as Chairman and International Head of Post War and Contemporary Art & leading the…

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98: Are Diamonds Forever? With Bruce Cleaver, Co-Chair of De Beers 52:43

12M ago52:43

52:43

If diamonds are forever, then the organisation most associated with them is, of course, De Beers. From inception in 1888, their leadership in the diamond market has been unrivalled, and even today they sell around 30% of the world's rough diamond production. In this conversation we discuss the concept of diamonds as collectibles and a store of valu…

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97: Helping Institutional Investors Invest With Confidence - With Jo Holden, Mercer’s Global Head of Investment Research & Consulting 44:37

12M ago44:37

44:37

In our recent discussions with some of the world’s super allocators, we have heard about their investment objectives and varying approaches to asset allocation. In tandem with the growth in complexity, responsibility and sheer size of global investable assets, we’ve witnessed the growth of the role of the pension consultant firms, Mercer, WTW, Aon,…

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96: The French Sovereign Wealth Fund – With Nicolas Dufourcq, CEO of Bpifrance 40:17

12M ago40:17

40:17

Our exploration of the world’s super allocators would be incomplete without touching down in France, who have a lesser known but still significant SWF. In this conversation, Nicolas Dufourcq, at the helm of the fund since its creation in 2013, explains its genesis, evolution and ambitions. He discusses its principal activities and purpose to drive …

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Norway's Sovereign Wealth Fund - With Nicolai Tangen, CEO (Replay) 42:37

1y ago42:37

42:37

In this podcast, we have an enlightening conversation with Nicolai Tangen, CEO of the Norwegian Sovereign Wealth Fund, which manages over $1.2 trillion in assets (as of 31/12/22), making it the second largest SWF globally. Norway’s great wealth is in large part courtesy of its oil riches, discovered in 1969. With great vision, the Government’s resp…

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95: The New York State Common Retirement Fund - With Anastasia Titarchuk, CIO 36:19

1y ago36:19

36:19

As we continue exploring the world’s “super-allocators”, we’re learning how different they are in approach and dispersed in investment decisions. In this episode we examine these questions through the prism of one of the largest US public pension plans, The New York State Common Retirement Fund, with over $250 billion in assets and more than one mi…

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94: Canada's Ontario Teachers' Pension Plan - With Jo Taylor, OTPP CEO 50:39

1y ago50:39

50:39

In this episode we travel to Canada as we continue our journey around the world to discuss investment approaches with the leading figures at some of the world’s top institutional allocators, dubbed the “super allocators”. OTPP, well known for its investments from international airports to apple orchards in the US, commercial property globally, auto…

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