MAGELLAN - In The Know
Hosted by Arvid Streimann and Mark Burgess and Alan Pullen and Elisa Di Marco · Magellan Asset Management
4.7from 29 ratings
- 74
- Episodes
- 20
- Transcribed
- 29
- Ratings
- Daily
- Cadence
- 2020
- First episode
About MAGELLAN - In The Know
’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. For more information visit: magellaninvestmentpartners.com and sign up to our regular investment insights program.
- Publisher
- Magellan Asset Management
- Category
- business
- Language
- en
- Explicit
- No
- First episode
- 19 Aug 2020
- Latest episode
- 28 Sept 2026
Latest episodes
20 of 74 episodes have a transcript.
28 Sept 2026TRANSCRIPT
AI, Inflation and a record IPO: Decoding the ASX reporting season
24 Aug 2026TRANSCRIPT
What the headlines are missing on private credit
27 Jul 2026TRANSCRIPT
Cellnex: pricing power, moats and the next phase of shareholder returns
Inside a recent episode
AI, Inflation and a record IPO: Decoding the ASX reporting season
Published 28 Sept 2026 · Transcript excerpt
[…] The second thematic is inflation and interest rates. Inflation... has been higher than what central banks and markets have expected. Interest rates are rising as a result, and the big driver of that has been the Middle East conflict. Middle East conflict has led to higher oil prices, higher fuel prices, and companies are passing these costs onto their customers. For example, one building materials company we spoke to put up prices by 36%, and now that's washing through the system, and central banks are becoming much more hawkish. And the last thematic, and this is one which is a big seismic change relative to the last two decades, is the role of big government or an unstable geopolitical environment. […]
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See plansWho has been a guest on MAGELLAN - In The Know
Names identified in recent episode analyses. Showing up to five guests.
- Ray David
- David Meehan
- Eric Williamson
- Eva Zileli
- Marco Patuano
Reach and audience
Public platform figures. Ratings count people who left a rating, not total listeners.
- Apple Podcasts (US)
- 5.0 / 5
- 2 ratings
- Spotify
- 4.7 / 5
- 27 ratings
Podcast Authority Score: 42 / 100
A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.
- Quality
- 48
- Social presence
- 0
- YouTube
- 0
- Engagement
- 92
Contact MAGELLAN - In The Know
- Guest appearances
- Books guests
Based on episode analysis; this does not confirm that the show is currently accepting guests.
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Questions about MAGELLAN - In The Know
Who hosts MAGELLAN - In The Know?
Arvid Streimann and Mark Burgess and Alan Pullen and Elisa Di Marco host the show. Published by Magellan Asset Management.
How often do new episodes come out?
The show publishes daily, based on its RSS feed.
Does MAGELLAN - In The Know take guests?
Yes. Guests have been identified in episode analyses.
Where can I read transcripts?
20 of 74 episodes have a transcript on Pod Engine. Full transcripts are available with a Pod Engine plan.
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