About this episode

Dambisa Moyo discusses her journey as a global economist and her insights on economic growth and governance.

Baroness Dambisa Moyo is a global economist, author, board member, and investor who sits at the intersection of public policy, corporate governance, and capital allocation. Dambisa serves in the U.K. House of Lords, sits on the boards of Chevron, Starbucks, Condé Nast, and Oxford University's investment committee, is Chair of the Economic Club of New York, and oversees Altered Trajectory alongside her husband, Jared Smith, the family office formed after his sale of Qualtrics in 2018. Our conversation traces Dambisa's journey from growing up in Zambia to becoming a leading voice on global economic development and governance. We discuss how her experiences across more than 80 countries and on the boards of four global companies shaped her judgment on economic growth, governance, and decision-making. We then turn to the application of those lessons at Altered Trajectory, including the evolution away from an endowment-style portfolio, balancing Dambisa's macro convictions with Jared's moonshot investing style, and positioning for long-term themes. Along the way, we discuss the challenge of investing through structural change while avoiding ideological thinking. Any leader should see…

People in this episode

Host: Ted Seides

Guest: Dambisa Moyo

Topics covered

• economic growth
• governance
• capital allocation
• public policy
• investment strategies
• global development

Keywords

• Dambisa Moyo
• capital allocation
• governance
• economic growth
• investment
• public policy
• Altered Trajectory
• Zambia
• Qualtrics

Mentioned in this episode

Organizations: U.K. House of Lords, Chevron, Starbucks, Condé Nast, Oxford University, Economic Club of New York, Altered Trajectory, Qualtrics

Places: Zambia

More episodes of Capital Allocators – Inside the Institutional Investment Industry

• Senior Decision Makers: Luis Laboy, Hewlett Foundation (EP.512) · July 20, 2026 · 47 min
• Roadmap for Private Credit from Australia – Frank Danieli of MA Financial Group (EP.511) · July 16, 2026 · 52 min
• WTT: 5.5 Lessons at 55.5 · July 10, 2026 · 8 min
• Moat Investing Nuances – Pat Dorsey (EP.509) · July 6, 2026 · 1h 7m
• Senior Decision Makers: Nicholas Csicsko, Trinity Wall Street (EP.508) · June 29, 2026 · 58 min
• Homegrown CIO at Williams College - Abigail Wattley (EP.507) · June 22, 2026 · 47 min

Explore listener stats, chart rankings, contacts and more on the Capital Allocators – Inside the Institutional Investment Industry podcast page.