
Insights from recent episode analysis
Audience Interest
Podcast Focus
Publishing Consistency
Platform Reach
Insights are generated by CastFox AI using publicly available data, episode content, and proprietary models.
Total monthly reach
Estimated from 1 chart position in 1 market.
By chart position
- 🇦🇺AU · Investing#1795K to 30K
- Per-Episode Audience
Est. listeners per new episode within ~30 days
2.5K to 15K🎙 ~2x weekly·64 episodes·Last published 1mo ago - Monthly Reach
Unique listeners across all episodes (30 days)
5K to 30K🇦🇺100% - Active Followers
Loyal subscribers who consistently listen
2K to 12K
Market Insights
Platform Distribution
Reach across major podcast platforms, updated hourly
Total Followers
—
Total Plays
—
Total Reviews
—
* Data sourced directly from platform APIs and aggregated hourly across all major podcast directories.
On the show
Recent episodes
Conflict reprices commodities and global risk
May 19, 2026
Unknown duration
What shifts in US exceptionalism mean for asset allocation
Apr 28, 2026
Unknown duration
Latin America: A dynamic partner poised for growth?
Apr 9, 2026
Unknown duration
Geopolitics, The New Risk Factor
Mar 24, 2026
Unknown duration
Power and resilience: The investment opportunity
Feb 3, 2026
Unknown duration
Social Links & Contact
Official channels & resources
Official Website
Login
RSS Feed
Login
| Date | Episode | Description | Length | ||||||
|---|---|---|---|---|---|---|---|---|---|
| 5/19/26 | ![]() Conflict reprices commodities and global risk | Geopolitical Strategist Thomas Mucha and Commodities Portfolio Manager Elise Backman analyze how war in Iran and the closure of the Strait of Hormuz affect oil, energy, agriculture, metals, and more on the latest episode of the #WellSaid podcast. Tune in to learn what they're watching now. | — | ||||||
| 4/28/26 | ![]() What shifts in US exceptionalism mean for asset allocation | Host Thomas Mucha and guests Nanette Abuhoff Jacobson and Andy Heiskell unpack what today’s geopolitics, valuations, and concentration mean for strategic allocation — and why diversification may matter more again. | — | ||||||
| 4/9/26 | ![]() Latin America: A dynamic partner poised for growth? | Our experts on Latin America discuss geopolitical shifts, economic resilience, and the region's strategic importance in global markets. | — | ||||||
| 3/24/26 | ![]() Geopolitics, The New Risk Factor | Thomas Mucha discusses the importance of looking at the investment landscape through a geopolitical lens on the IMAP Independent Thought podcast. | — | ||||||
| 2/3/26 | ![]() Power and resilience: The investment opportunity | Host Thomas Mucha and Global Industry Analyst Saul Rubin unpack the relationship between geopolitics and energy and industrial infrastructure investment. | — | ||||||
| 12/18/25 | ![]() Gold, AI, and the next commodities super cycle | David Chang joins host Thomas Mucha for a wide-ranging discussion on gold's ongoing bull run, the role of central banks, the evolving energy landscape, AI, and the prospect of a new global commodities super cycle. | — | ||||||
| 11/13/25 | ![]() Searching for alpha in large-cap equities is a team sport | How does Portfolio Manager Anna Lunden think about searching for alpha in large-cap equities? She explains, "it's about drawing on every tool in the toolbox," including macro insights from strategists like Nick Wylenzek. Tune into their conversation about the teamwork involved in navigating this asset class on the latest WellSaid podcast with host Thomas Mucha. | — | ||||||
| 10/15/25 | ![]() Navigating today's climate investing landscape | The latest episode of our WellSaid podcast dives deep into the world of climate investing and the transformative role of AI in driving sustainable solutions. | — | ||||||
| 9/9/25 | ![]() Emerging markets, AI, and shifting supply chains | Strategists Bo Meunier and Thomas Mucha analyze the impacts of AI, shifting supply changes, and evolving consumer behavior on emerging markets. | — | ||||||
| 9/4/25 | ![]() The leading edge of AI and cybersecurity innovation | Evan Reiser, CEO of Abnormal AI, and Rob Mazzoni, technology sector lead for late-stage growth private investments, join host Thomas Mucha to discuss how innovations in cybersecurity and AI are poised to disrupt everything from the software industry to geopolitics. | — | ||||||
Want analysis for the episodes below?Free for Pro Submit a request, we'll have your selected episodes analyzed within an hour. Free, at no cost to you, for Pro users. | |||||||||
| 7/22/25 | ![]() US policy changes: Cutting through the chaos | Macro Strategists Juhi Dhawan and Thomas Mucha break down the busy first half of 2025, discussing DOGE, tariffs, taxes, immigration, deregulation, and more. | — | ||||||
| 6/19/25 | ![]() Extension strategies, explained | 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. | — | ||||||
| 5/29/25 | ![]() Trade, tariffs, and accelerating US-China strategic decoupling | Strategists Thomas Mucha and Johnny Yu discuss US-China strategic decoupling, trade tensions, and the implications for global markets and supply chains. | — | ||||||
| 4/10/25 | ![]() Navigating the European market's regime change | 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. | — | ||||||
| 3/13/25 | ![]() Multi-asset investing in a brave new world | 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. | — | ||||||
| 2/13/25 | ![]() Fixed income investing in 2025 | 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. | — | ||||||
| 12/19/24 | ![]() Health care investing in 2025: Public/private collaboration | 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. | — | ||||||
| 11/7/24 | ![]() Trump 2.0: US election market impacts | 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. | — | ||||||
| 9/26/24 | ![]() US election: Key market implications | Macro strategist Mike Medeiros joins host Thomas Mucha to discuss the potential market impacts of the upcoming US election. Listen to the full episode to understand how different outcomes in the House, Senate, and White House races could shape the economy. | — | ||||||
| 8/15/24 | ![]() Why small caps are looking big again | Small-cap stocks have experienced a historic rotation in response to recent macro jolts. In the latest episode of WellSaid, equity strategist Andy Heiskell joins host Thomas Mucha to discuss his outlook for small companies in this environment. | — | ||||||
| 7/25/24 | ![]() Long/short investing in a changing Europe | European markets are rapidly evolving. In the latest episode of WellSaid, portfolio manager Dirk Enderlein joins host Thomas Mucha to discuss how long/short investors can potentially make the most of the changes. | — | ||||||
| 6/20/24 | ![]() How climate change affects capital market assumptions | Head of Multi-Asset Strategy for EMEA, Supriya Menon, explores her team's latest research on how climate change affects capital market assumptions. The views expressed are those of the speaker(s) and are subject to change. Other teams may hold different views and make different investment decisions. For professional/institutional investors only. Your capital may be at risk. | — | ||||||
| 5/20/24 | ![]() Macro investing in a changing world | Head of liquid alternatives and hedge funds, Mark Sullivan, and investment director of diversifying strategies, Chris Perret, share their views on why the multidimensionality of macro investment approaches may help provide investors a smoother path forward amid an increasingly uncertain macro and geopolitical backdrop. | — | ||||||
| 4/19/24 | ![]() The many forces fueling India’s stock market boom | Thanks to powerful corporate, political, social, and demographic tailwinds, India’s market has been firing on all cylinders. Ahead of the 2024 national elections, equity portfolio manager Niraj Bhagwat gives an inside look at these drivers and the impressive changes he is seeing across the country. | — | ||||||
| 3/8/24 | ![]() Climate technology and women | Given the outsized effects of climate change on women and families, climate technology may be an avenue to better outcomes. Sector lead Molly Breiner joins host Thomas Mucha to break down the growing market and investment case for private climate tech. | — | ||||||
Showing 25 of 66
Sponsor Intelligence
Sign in to see which brands sponsor this podcast, their ad offers, and promo codes.
Chart Positions
1 placement across 1 market.
Chart Positions
1 placement across 1 market.
























