Leaders with Joseph Cass

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 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 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 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 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 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 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 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 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.

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.

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.