MAGELLAN - In The Know
Claim This Podcastby Magellan Asset Management
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Podcast Overview
<p>’In The Know’, is our monthly investment podcast, dropping on the last Tuesday of every month. Since inception in August 2020, we’ve been bringing you timely, thought-provoking insights to help you navigate 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 Investment Partners as we engage with industry experts, CEOs, and our investment team, offering deep analyses on macroeconomic trends, geopolitical issues, global markets, and more. <br />For more information visit: magellaninvestmentpartners.com and sign up to our regular investment insights program.</p>
Language
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Publishing Since
8/19/2020
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Recent Episodes
June 30, 2026
The changing world order and what it means for investors
Host Alan Pullen interviews Michael Allen, Managing Director and Partner at Beacon Global Strategies, about how geopolitical shifts reshape global investment assumptions.
May 25, 2026
Finding the edge: data, AI and active investing
Magellan's Mark Burgess interviews Vinva's Rob Franklin about how data and AI transform active investing, highlighting the critical role of human judgment.
April 27, 2026
Infrastructure, energy and the affordability challenge
Affordability pressures, alongside rapid investment, are reshaping the US economic story in 2026 — and the impact is being felt far beyond headline growth. In this episode of In The Know, Rebecca Hiscock-Croft speaks, Investment Director for the Magellan Global Listed Infrastructure team, chats with Brett Loper, Executive Vice President for Policy at the Peter G. Peterson Foundation and Executive Director of the Peterson Solutions Fund, about what’s really driving the conversation on the ground — from the rising cost of housing and energy to the growing strain on household budgets. They explore how surging demand from AI and data centres is adding new demands on power systems and infrastructure and why utilities and energy are becoming an increasingly important, if less visible part of the conversation. With infrastructure and affordability now tightly linked, this discussion explores the forces set to define the next phase of the US economy.
71 total episodes available with 10 transcripts
Recent guests on MAGELLAN - In The Know
Guests from recent episodes — sign up to see every guest that has ever appeared on this show.
Michael Allen
Guest
Rob Franklin
Guest
Mark Nelson
Guest
Alex Balazs
Guest
Morry Waked
Guest
Brian Van Abel
Guest
Jowell Amores
Guest
Arvid Streimann
Guest
Ben McVicar
Guest
Elisa Di Marco
Guest
Emma Henderson
Guest
Claire Britton
Guest
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Frequently asked questions
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- What is MAGELLAN - In The Know?
<p>’In The Know’, is our monthly investment podcast, dropping on the last Tuesday of every month. Since inception in August 2020, we’ve been bringing you timely, thought-provoking insights to help you navigate 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 Investment Partners as we engage with industry experts, CEOs, and our investment team, offering deep analyses on macroeconomic trends, geopolitical issues, global markets, and more. <br />For more information visit: magellaninvestmentpartners.com and sign up to our regular investment insights program.</p> - How often does this podcast release new episodes?
This podcast updates bi-weekly.
- Where can I listen to this podcast?
This podcast is available on 10 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
- Does this podcast accept guests?
Yes, this podcast regularly features guests.
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