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  • 178: The Silk Roads: A Decade On - Peter Frankopan, Professor of Global History at Oxford, on the Changing World Order

    178: The Silk Roads: A Decade On - Peter Frankopan, Professor of Global History at Oxford, on the Changing World Order
    2025/07/03
    Peter Frankopan is a Professor of Global History at Oxford, and author of The Silk Roads.

    His work has been both profound and enduring, with the book being translated into more than 45 languages and selling nearly 3 million copies worldwide. The updated version has just been published.
    In this conversation, Peter reflects on the potent forces at work both within and outside of Asia.

    He assesses the changing world order and discusses if the complexity of interplays which may appear uncomfortable to us, are actually less violent and dramatic when viewed through a historic lens.
    From China to Iran, India to the Baltics, this globe-trotting conversation discusses, hot-spots, malevolent actors, animosities, frictions and fallacies.

    They also shine a light on his favourite cocktail and top sporting event!

    The Money Maze Podcast is kindly sponsored by Schroders, IFM Investors, World Gold Council and LSEG.
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    1 時間 16 分
  • 177: The Courtship of Investment Allocators & Managers: Inside iConnections - With Ron Biscardi

    177: The Courtship of Investment Allocators & Managers: Inside iConnections - With Ron Biscardi
    2025/06/19
    If you are an asset allocator, what is the most effective way to widen your lens on identifying potential investment managers? And if you are an investment manager, how can you be more effective in meeting some of those key allocators who might transform your business?
    In April 2020, Ron Biscardi launched iConnections, whose platform allows managers to share fund information with allocators.

    Ron started iConnections as a small virtual events platform during COVID-19, with 'no money, no employees, no software and no clients'. In just five years, it's grown into the world's largest cap intro platform (facilitating 35,000+ meetings, so far!).
    Ron explains how his background in engineering and then capital introduction led him to found the business.

    He explains why they built the technology, rather than buying it, and discusses the enduring attraction of conferences. Plus he also covers why data is the great enabler to help attendees maximise their productivity.
    Finally, he discusses why conferences such as iConnections Global Alts (Miami) is so successful, and how gathering intelligence, meeting your peers and building your brand can follow.
    The Money Maze Podcast is kindly sponsored by Schroders, IFM Investors, World Gold Council and LSEG.

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    56 分
  • 176: Beyond the Silk Roads: Middle Eastern Venture Investing - With Noor Sweid, Founder and Managing Partner of Global Ventures

    176: Beyond the Silk Roads: Middle Eastern Venture Investing - With Noor Sweid, Founder and Managing Partner of Global Ventures
    2025/06/05
    Today we welcome one of the Middle East’s most successful angel investors and venture capitalists, listed in 'FORBES 100 Most Powerful Business Women 2025'.

    Noor Sweid explains her journey, from early career in management consultancy and relocating to Dubai, followed by growing and listing a business on the London Stock Exchange and NASDAQ Dubai in 2008 (Depa), through to establishing her VC business, Global Ventures, in 2018.

    She sets the scene for the investing dynamics of MENA (Middle East North Africa), where the domestic market comprises 450 million people, half of whom are below 30 years old.

    Noor explains both the geographic and industry opportunities, why she established Global Ventures, and the priorities in their investment process.

    From fintech, agritech, consumer goods and solving the most pressing medical challenges, she details their approach, selection criteria, and the characteristics they look for.

    She explains how they prioritise, how much they become involved in their investee companies, what they look for in “winning entrepreneurs” and why they believe their success rate can be higher than typical industry norms.

    Subscribe to stay up to date with our range of fascinating interviews, featuring some of the biggest names in global finance and business!

    The Money Maze Podcast is kindly sponsored by Schroders, IFM Investors, World Gold Council and LSEG.

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    49 分
  • 175: "The Consultant’s Edge" - Are Investment Consultants Indispensable? With Michael Manning, CEO of NEPC

    175: "The Consultant’s Edge" - Are Investment Consultants Indispensable? With Michael Manning, CEO of NEPC
    2025/05/22
    From the 1950s onwards, the foundations of investment consulting were laid, as pension funds and institutional investors sought professional guidance on asset allocation and portfolio management.

    This was enhanced in the 1960s & 70s by the introduction of Modern Portfolio Theory by Harry Markowitz and the Capital Asset Pricing Model (CAPM) by William Sharpe.

    Today, the investment consulting industry has become a vast cog in the investing machinery, increasingly extending its reach from institutional through to individual investors.

    In this interview, Michael Manning, CEO of NEPC, with nearly $2 trillion under advice, sits at the epicenter of these developments.

    We learn how the world of consulting has developed, the reasons behind its growth, how it has adapted, and its move into the individual market.

    Michael then discusses the investment terrain. Is the US peaking relatively, and what might that mean? How to assess passive versus active? Is private equity due to disappoint? And how to assess the risk/returns of private debt, infrastructure and real estate.

    The Money Maze Podcast is kindly sponsored by Schroders, IFM Investors, World Gold Council and LSEG.

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    50 分
  • 174: Money Maze Podcast Corporate Trailer

    174: Money Maze Podcast Corporate Trailer
    2025/05/19
    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 the show, who share their investment insights and career tips with our community. We're driven by a commitment to opening up the industry, which can often be shrouded in the fog of jargon and apparent complexity.

    To provide listeners with a wider perspective, we also occasionally feature guests from the arts or wider business world.

    The interviews is available completely free on all major podcast apps, on YouTube and via www.moneymazepodcast.com

    If you have any questions or guest ideas, feel free to email us at info@moneymazepodcast.com.

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    ​​The Money Maze Podcast is kindly sponsored by Schroders, World Gold Council, IFM Investors and LSEG.
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    3 分
  • 173: The End of US Equity Dominance? With Chris Wood, Global Strategist and Author of 'Greed and Fear'

    173: The End of US Equity Dominance? With Chris Wood, Global Strategist and Author of 'Greed and Fear'
    2025/05/15
    Chris Wood, former guest and highly respected global strategist, recently made a bold prediction, namely that the US stock market has reached its all-time relative peak, similar to Japan in 1989.
    His recent commentaries include one describing Trump’s “Liberation Day” as “Impoverishment Day” and that Trump is the “Bull in the China Shop”.

    In this conversation, Chris gives his take on whether US equities are peaking, or just pausing.

    Alongside sharing some thoughts on US equities, Chris also analyses the dollar, the bitcoin/gold dilemma, EM fixed income, private equity, and private debt.

    ​​The Money Maze Podcast is kindly sponsored by Schroders, IFM Investors, World Gold Council and LSEG.

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    47 分
  • 172: Heroes or Villains? The Shrinking World of Shorting - With Carson Block, Founder of Muddy Waters

    172: Heroes or Villains? The Shrinking World of Shorting - With Carson Block, Founder of Muddy Waters
    2025/04/24
    Economic theory suggests that when competition decreases, remaining firms may have more market power, which can lead to increased opportunities to expand, innovate, or capture a larger market share.

    Does that analogy apply to the world of shorting? And even if you are considered one of the best in the business, can you stay afloat with a rising tide of bullishness and asset inflation?

    To discuss what’s changed and where might the opportunities lie, we welcome back Carson Block, who first appeared in September 2021. He discusses sourcing ideas and the warning signs and characteristics of companies they typically like to short along with examples of companies that meet their criteria.

    He discusses if AI can assist in screening for pattern recognition in potential candidates. He then reflects on the resilience needed to survive bull markets and hostile adversaries, and just as short-sellers leave the field, what may lie ahead! Recorded January 2025.

    ​​The Money Maze Podcast is kindly sponsored by Schroders, IFM Investors, World Gold Council and LSEG.

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    1 時間 7 分
  • 171: From Triumph to Trauma: The Dramatic Investment Arc of Neil Woodford, Founder of Woodford Investment Management

    171: From Triumph to Trauma: The Dramatic Investment Arc of Neil Woodford, Founder of Woodford Investment Management
    2025/04/10
    Some of our conversations are deliberately different, and the man I interview here has cost me a lot of money! I also consider him a friend and somebody whose perspective I have valued.
    It could be said that Neil Woodford, CBE, has had a career of two halves, the first of which encompassed extraordinary investment success at Invesco Perpetual and then at Woodford Investment Management (2014-2019).
    At its peak, Woodford’s business managed £15bn and was backed by Hargreaves Lansdowne and St. James’s Place. Its clients included Kent County Council’s pension fund, a range of wealth management firms and 300,000+ retail investors.
    Yet in 2019 the fund was suspended and then liquidated, following a shift in asset allocation from blue-chip public equities to illiquid, unlisted companies (he denies this was the cause of the collapse in this discussion). In the run up to the collapse, he experienced approximately £7bn of outflows.
    Using an investment lens, here we try to examine and understand what went right, what went wrong and now what may lie ahead.
    Neil remains under investigation by the UK Financial Conduct Authority at the time of this interview (March 2025).
    ​​The Money Maze Podcast is kindly sponsored by Schroders, World Gold Council, LSEG and IFM Investors.

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    1 時間 21 分