‘In The Know’ is our new monthly investment podcast
WELCOME TO IN THE KNOW
'Magellan - In The Know', is our monthly investment podcast, dropping on the last Tuesday of every month. We seek to bring you timely, unique and thought-provoking insights to help you make sense of today’s investment landscape. From deep dives into the latest macroeconomic and geopolitical issues, to our analysis on sectors and stocks in global markets. Join Magellan as they connect with a myriad of experts in their field, including CEOs of stocks we hold, global leaders and consultants in finance, investing, risk and politics, and key members of our investment team and business.
‘In The Know’ - a monthly podcast from Magellan that's worth investing your time in!
LATEST EPISODES
26 April 2022 - Episode 21: In Conversation with John Sevior, a veteran Australian equities investor, on his long-term approach to markets over the last 30+ years.
John Sevior is founder and portfolio manager at Airlie Funds Management, an Australian equities fund manager purchased by Magellan in 2018.
28 March 2022 - Episode 20: War in Europe
In conversation with Former US Deputy Assistant Secretary of Defence for Russia, Ukraine and Eurasia Evelyn Farkas and former Deputy Director of the CIA Michael Morell (Download Transcript)
22 February 2022 - Episode 19: Has the party run out of punch?
A panel discussion with senior members of Magellan’s investment team. (Download Transcript)
25 January 2022 - Episode 18: Prudence in Volatile Times
A panel discussion with senior members of Magellan’s investment team. (Download Transcript)
23 December 2021 - Episode 17: The coming 'viral blizzard'
In conversation with Dr Michael Osterholm
30 November 2021 - Episode 16: "The Inflation Spectre Looming in the global Economy
In conversation with Kevin Warsh
26 October 2021 - Episode 15: "Trust your instinct" – In conversation with Sir Frank Lowy AC
In conversation with Sir Frank Lowy AC
28 September 2021 - Episode 14: Building a world with a little more Yum!
In conversation with David Gibbs, CEO of Yum! Brands, Inc.
31 August 2021 - Episode 13: Riding America's Connectivity Wave
In conversation with Jay Brown, CEO of Crown Castle
27 July 2021 - Episode 12: Remaining rational in a tide of geo-political risk
Hamish Douglass is joined by Michael Morrell, former Deputy Director of the CIA, and Ticky Fullerton, the Australian Newspaper’s Business Editor at Large
29 June 2021 - Episode 11: Building a better future – Nestle's CEO on leading the world's largest food and beverage business towards a healthier world
In conversation with Mark Schneider, CEO of Nestle
25 May 2021 - Episode 10: Steering financial markets through a crisis – a first-hand account
In conversation with Kevin Warsh, Federal Reserve Board Member from 2006 - 2011
In conversation with Vas Narasimhan, CEO of Novartis
30 March 2021 - Episode 8: On the Hunt for Super-Compounding Stocks
In conversation with Hamish Douglass, Magellan Chairman & CIO
29 March 2021 - Special bonus episode: The year of living dangerously
Frank Casarotti, GM of Distribution at Magellan recently interviewed Hamish Douglass, Chairman and CIO, for a live investor webinar called ‘The Year of Living Dangerously’.
23 February 2021 - Episode 7: Bought for a dollar - How ICE, the owner of the New York Stock Exchange, became a $65 billion exchange business
In conversation with Jeffrey Sprecher, Chairman and CEO of Intercontinental Exchange
28 January 2021 - Episode 6: The rise and challenges of China - former CIA China analyst shares his views
In conversation with Chris Johnston, Former CIA China Analyst
29 December 2020 - Episode 5: Winds of change: Vaccine relief, a new US government and the acceleration of e-commerce
In conversation with Magellan's investment team hosted by Key Account Manager, Jennifer Herbert
24 November 2020 - Episode 4: Votes, vaccines, and a re-emerging world for investors
In conversation with Hamish Douglass, Magellan Chairman & CIO
27 October 2020 - Episode 3: Reshaping RB: transformative strategies for a new world
In conversation with Laxman Narasimhan, CEO of Reckitt Benckiser
29 September 2020 - Episode 2: People over profits: how a dedication to culture and innovation has steered Starbucks through COVID-19
In conversation with Kevin Johnson, President and CEO of Starbucks
25 August 2020 - Episode 1: How does CIA former deputy director, Michael Morell, view today’s biggest geopolitical risks?
In conversation with Michael Morell, Former Deputy Director of the CIA
19 August 2020 - IN The Know - An Introduction
Listen on your preferred platform via one of the links below. We hope you enjoy, and look forward to sharing our next episode with you next month.
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