For decades, the United States has been viewed as a global economic hegemon, but recent fiscal and trade policies, and the rise of cryptocurrencies, could have a lasting impact on the country’s role in the global economy and trading system.

Dr. Ashby Monk is the Executive and Research Director of the Stanford Research Initiative on Long-Term Investing. This conversation explores the increasingly popular Total Portfolio Approach, Ashby’s perspective on the role of AI and data in the investment office of the future, including his work with Hoopit AI, a very cool…

Danny Townsend, CEO of SURJ Sports Investment - part of Saudia Arabia’s SWF - discusses priorities, opportunities and risks in the sports business, how the fan experience is changing, the impact of AI, which sports may be ripe for change, and the reality of Saudi’s long term vision for the sports world.

In this episode of Unearthed, hosts Joe Cavatoni and John Reade explore recent Central Bank activity in the gold market.

Kevin Warsh, a respected and experienced policymaker and investor, has been nominated as the next U.S. Federal Reserve chair. PIMCO believes Warsh will be confirmed by the Senate and serve as an effective, thoughtful Fed chair.

Katharine Neiss, PhD, Deputy Head of Global Economics, reacts to the European Central Bank's September 2025 monetary policy meeting.

In this episode of All the Credit, PGIM Fixed Income highlight the importance of central bank independence, particularly in the context of the U.S. Federal Reserve.

In this episode of Going Long, Sarah Williamson interviews Raphael Arndt, the Chief Executive Officer of the Future Fund, Australia’s sovereign wealth fund managing A$285 billion on behalf of the Commonwealth of Australia. Arndt shares insights into the Future Fund’s culture and investment approach, emphasizing the…

In this 15-minute interview, Professor Werner discusses the global implementation of CBDCs, the crusade to eliminate cash, the push for negative interest rates, and how Bitcoin has paved the way for CBDCs!

Despite progress, New Zealand Super doesn’t see TPA as “done.”

Katharine Neiss, PhD, Deputy Head of Global Economics, reacts to the Bank of Japan's July 2025 monetary policy meeting.

ECB’s Cipollone and Spain’s Hernández de Cos talk timing and strategic arguments for a new Central Bank Digital Currency.

The market for U.S. Treasuries stands at around $29 trillion, and shocks in Treasuries can have far-reaching ripple effects on financial markets. The role of thinly capitalized hedge funds in the Treasury market presents distinct risks to financial stability.

Central banks play a crucial role in modern economies, managing money supply, setting interest rates, and ensuring financial stability. But their relationship with governments, particularly their role as financial agents of the state, creates potential risks that could threaten economic stability.

How does the fund manage to stay long-term? What has Nicolai learned about leadership and organisational culture from hosting the ‘In Good Company’ podcast? What does he think is the most important investment you can make?

John Graham is President and CEO of CPP Investments, the Parliament-mandated third party asset manager responsible for stewarding the $465 billion of funds ($632 billion CAD) of the Canada Pension Plan.

The conversation focuses on four areas, the first three of which are from our joint research: (1) US exceptionalism in the economy and markets, including what produced it and whether it’s likely to continue; (2) Artificial intelligence, with a focus on AI’s potential for transformative impacts on productivity, and the…

Raphael Arndt is the CEO of the Future Fund, Australia’s 200 billion AUZ ($135B) sovereign wealth fund that his team manages alongside 55 billion AUZ of other sovereign pools of capital. Raphael assumed the CEO seat in 2020 after serving as Chief Investment Officer for six years. Our conversation focuses on the significant…

In the second episode of our Super Allocator Miniseries, we travel to Australia and explore the country’s sovereign wealth fund. Ben Samild, Deputy CIO of the fund, explains: their mandate and portfolio approach, how they select external managers, predicting the post-COVID macro environment, and currency and ESG…

Peter shares his unique perspective on managing a multi-billion dollar portfolio designed to support public education in the state for generations to come. From his personal background in skiing and outdoor adventures in the Wasatch mountains to the challenges of navigating Utah's rapid growth and development, Peter…