

Leaders with Joseph Cass
S&P Global Ratings
Welcome to Leaders, a podcast featuring long-form conversations with senior investors, CEOs, and entrepreneurs on topics that matter most to the investment community. In each episode, Joe Cass, Senior Director at S&P Global Ratings, explores market trends, investment outlooks, and personal stories from industry trailblazers. Listen now on Apple Podcasts, Spotify, YouTube, Amazon Music, and Deezer. This podcast series was formerly known as Fixed Income in 15.
Episodes
Mentioned books

Oct 25, 2022 • 43min
Ep31: Chamath Palihapitiya on Investing, Mental Health, Poker & SPACs
Global tech investor Chamath Palihapitiya and Naveen Sarma, Senior Director at S&P Global Ratings, discuss investment philosophy, poker for investors, streaming future, and mental health importance. From playing poker to the future of streaming and mental health, this podcast covers a wide array of intriguing topics.

Oct 7, 2022 • 45min
Ep30: Joyce Chang on Market Themes, Defi and Working with Jamie Dimon
Joyce Chang, Chair of Global Research at JP Morgan joins Alexandra Dimitrijevic, Global Head of Research & Development at S&P Global Ratings and host Joe Cass on this episode of Fixed Income in 15. Discussion focused key themes that may affect financial markets in 2022-23, the evolution of ESG when thinking about an energy crisis, the impact of DeFi on TradFi and Joyce’s advice for young women pursuing a career in finance.

Jul 20, 2022 • 39min
Ep29: Howard Marks on Warren Buffett, Writing Memos, Investing Psychology & Crypto
Legendary investor Howard Marks, Co-Founder of Oaktree Capital Management, joins Sally Moore, Global Head of Strategy, M&A and Partnerships for S&P Global and host Joe Cass on this episode of Fixed Income in 15. Discussion focused on Howard’s relationship with Warren Buffett, Sally’s experience of the recent $140 Billion S&P Global-IHS merger, Howard’s process for writing his world famous memos and the psychology of investing in choppy markets.

Jun 22, 2022 • 28min
Ep28: Goldman Sachs AM CIO Ashish Shah on Private Debt, Social Media, Inflation & Growing Up
Ashish Shah, Chief Investment Officer at Goldman Sachs Asset Management joins Ruth Yang, Global Head of Thought Leadership at S&P Global Ratings and host Joe Cass on this episode of Fixed Income in 15. Discussion focused on the future of private debt markets, GSAM’s view of financing fossil fuel companies, using social media as a communication tool and Ashish’s experience growing up in Pennsylvania.

May 16, 2022 • 36min
Ep27: Rick Rieder - Blackrock CIO on Crypto, Inflation, Twitter & Parenting Advice
Rick Rieder, Chief Investment Officer of Global Fixed Income at Blackrock joins Yann Le Pallec, Global Head of Ratings at S&P Global Ratings and host Joe Cass on this episode of Fixed Income in 15. Discussion focused on Rick’s take on the current volatile market conditions, how to approach inflation, Rick’s 30,000 Twitter followers, Yann’s professional experience of the pandemic, insightful individuals and Rick’s advice to Joe on parenting.

Apr 13, 2022 • 41min
Ep26: Jared Isaacman on Inspiration4, Elon Musk, Leadership & Mars
Jared Isaacman, Founder of Shift4 and SpaceX Astronaut joins Chris Heusler, Chief Commercial Officer at S&P Global Ratings and host Joe Cass on this episode of Fixed Income in 15. Discussion focused on Jared’s experience as a civilian astronaut, his relationship with Elon Musk, Chris’ career path, how to be a good leader and when both guests think humans will walk on Mars.

Mar 23, 2022 • 1h 5min
Ep25: Ray Dalio on Economic Cycles, Career Advice, Crypto & ESG
Ray Dalio, Co-Chairman and Co-CIO of Bridgewater Associates and Martina Cheung, President at S&P Global Ratings joined Joe Cass on this edition of Fixed Income in 15. In a wide ranging discussion, conversation touched on markets, Sustainable Finance, diversity in societies, Ray’s new book, life and work role models, Joe’s job at McDonalds and career advice.

Feb 16, 2022 • 27min
Ep24: Talking ESG with PIMCO & S&P Sustainble1
Grover Burthey, Head of ESG Portfolio Management at PIMCO and Richard Mattison, President at S&P Global Sustainble1 joined Joe Cass on this edition of Fixed Income in 15. Discussion focused on PIMCO’s priorities in the ESG investing space, growth of the S&P Global Sustainable1 division and the challenges ESG presents market stakeholders. There was also time to discuss Grover’s experience in the U.S Government, how Richard moved from Neuroscience to ESG and the duo’s professional role models.

Dec 17, 2021 • 24min
Ep23: Grayscale on institutional investor interest in crypto
Joe Cass hosted CEO of Grayscale Investments, Michael Sonnenshein and Senior Research Fellow at S&P Global Ratings Chuck Mounts on the latest episode of Fixed Income in 15. Discussion focused on the emerging cryptocurrency markets, institutional investor involvement in the space and debate on how blockchain could fit into traditional finance structures. There was also time for Michael to talk about his rise from Account Executive to CEO at Grayscale, as well as hear Chuck's ‘a-ha’ moment with crypto.

Nov 17, 2021 • 23min
Ep22: ESG investing trends & experience of Davos with Fidelity
Nicole Connolly, Global Head of ESG at Fidelity Investments and Lauren Smart, Chief Commercial Officer S&P Global Sustainble1 joined Joe Cass on this edition of Fixed Income in 15. Discussion focused on S&P Global’s new Sustainble1 division, ESG investing trends and how investors are increasingly playing a part in investment stewardship. There was also time to talk about Lauren’s experience of speaking at Davos and Nicole’s tips on work/life balance.