Money Maze Podcast

Money Maze Podcast
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Jun 5, 2025 • 49min

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

Noor Sweid, Founder and Managing Partner of Global Ventures, is a prominent angel investor recognized in 'FORBES 100 Most Powerful Business Women 2025.' She shares her inspiring journey from consultancy to venture capital, highlighting investment dynamics in the MENA region, where half the population is under 30. Noor discusses industry opportunities in fintech and agritech, her investment selection criteria, and the traits of successful entrepreneurs. She emphasizes the importance of relationship-building in the venture capital space, especially for women.
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May 22, 2025 • 50min

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

Michael Manning, CEO of NEPC, leads an investment consulting firm with nearly $2 trillion under advice. He discusses the evolution of investment consulting, detailing its shift from serving institutional clients to engaging individual investors. Michael analyzes the investment landscape, including the debate between active and passive strategies, and potential risks in private equity and private debt. He emphasizes the importance of diversification, adaptive approaches, and the changing dynamics of public and private equity markets.
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May 19, 2025 • 3min

174: Money Maze Podcast Corporate Trailer

Discover the art of asking the right questions in business and its impact on smart investment decisions. Dive into the benefits of long-term investments, particularly in infrastructure. Explore innovative thinking and the importance of strong assumptions to adapt to economic shifts. Gain insights from top figures in finance as they share their wisdom on navigating the complex world of capital allocation. Enjoy a fresh perspective with occasional guests from the arts and broader business sectors.
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44 snips
May 15, 2025 • 47min

173: The End of US Equity Dominance? With Chris Wood, Global Strategist and Author of 'Greed and Fear'

Chris Wood, a renowned global strategist and author of 'Greed and Fear', makes a bold prediction about the US stock market reaching a peak akin to Japan's in 1989. He shares insights on the implications of current economic uncertainties, AI's impact on market dynamics, and the evolving status of the dollar. The discussion also dives into investment strategies for gold and Bitcoin amidst geopolitical tensions, highlighting opportunities in emerging markets. Wood's analysis offers a fascinating view on navigating today's complex financial landscape.
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20 snips
Apr 24, 2025 • 1h 7min

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

Carson Block, Founder and CEO of Muddy Waters, specializes in short activism and is known for his in-depth investigations into troubled companies. In this engaging discussion, he highlights the evolving landscape of short selling post-COVID, the challenges faced amidst bullish market trends, and the role of AI in identifying potential short candidates. Block reflects on the need for resilience in a speculative market, the ethical dilemmas of financial practices, and opportunities in emerging sectors like Vietnam's resources, painting a complex picture of today's investment climate.
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Apr 10, 2025 • 1h 21min

171: From Triumph to Trauma: The Dramatic Investment Arc of Neil Woodford, Founder of Woodford Investment Management

Neil Woodford, a renowned British fund manager often dubbed 'Britain’s Warren Buffett', shares his rollercoaster investment journey. He discusses his triumphs during his years at Invesco Perpetual and the lessons learned from managing £15bn. Delving into the pivotal moments that led to his fund's suspension, he reflects on the pitfalls of shifting to illiquid assets. Woodford also tackles the complexities of regulatory pressures and the innovative yet challenging landscape for UK small to mid-sized companies, while remaining optimistic about future investment opportunities.
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14 snips
Apr 1, 2025 • 50min

170: The Irreversible Convergence of Public & Private Markets – With Scott Kleinman, Co-President of Apollo Asset Management

Scott Kleinman, Co-President of Apollo Asset Management, shares insights from his extensive experience in a firm managing over $750 billion. He dives into the fascinating convergence of public and private markets, highlighting how traditional investment strategies are evolving. Kleinman discusses the impacts of passive investing on market dynamics and liquidity. He also addresses opportunities outside the US and emphasizes the importance of hard work and curiosity for the youth, reminding listeners to always ask 'why?'. A treasure trove of finance wisdom!
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Mar 13, 2025 • 56min

169: Unlocking Investment Wisdom - With Howard Marks, Co-Founder of Oaktree Capital Management

Howard Marks, Co-founder of Oaktree Capital Management, is a celebrated voice in investing, known for his insightful memos. In this engaging conversation, he emphasizes that it's not about what you buy, but what you pay. Marks discusses the necessity of being contrarian and warns against the perils of overconfidence. He shares how human emotions influence market cycles and the importance of intellectual humility when navigating uncertainty. Additionally, he touches on the implications of rising government debt while advocating for personal fulfillment over pure profit.
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Mar 6, 2025 • 52min

168: From Rare Earths to Broader Metals: Investment Opportunities & Strategic Priorities for the West

Mick Davis, the founder of Vision Blue Resources and former CEO of Xstrata, shares his wealth of expertise in the commodity sector. He dives into critical supply-demand mismatches, the energy transition, and investment opportunities in metals like lithium and graphite. Davis also discusses the geopolitical landscape and its impact on commodity prices, alongside insights on effective management and the benefits of ethical sourcing. His perspective sheds light on misconceptions about mining companies' governance, highlighting their role in responsible resource management.
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Feb 20, 2025 • 1h 5min

167: Space: The Next Frontier of Asset Allocation? With Mark Boggett, CEO of Seraphim Space

Mark Boggett, CEO of Seraphim Space and head of the first listed space tech fund, shares his insights on the booming space sector potentially worth $1.8 trillion by 2035. He explains how Elon Musk revolutionized launch economics, enabling new opportunities in satellite technology. Discussing their investment focus, Mark highlights shorter-path-to-profit companies addressing Earth’s challenges, the significance of real-time satellite data, and how defense procurement is accelerating commercial space adoption. Mark's passion for leveraging space to combat climate issues adds a fascinating perspective to the conversation.

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