Leaders with Joseph Cass

Brookfield: From Junior Analyst to $1 Trillion CEO Oct 1, 2026 28:16 Brookfield Asset Management CEO Connor Teskey joins Joe Cass to talk about becoming the youngest CEO in the firms history, a letter that changed his life forever, the role of gut feeling in investing - and his playbook for leading a $1 Trillion empire. 00:00 Becoming CEO at 38-years-old 02:17 The letter that changed Connor's life 05:07 Connor telling his wife he got the job 08:00 How much of inv

How Did One Bank Create So Many Wall Street Titans? | Ken Kencel Sep 24, 2026 40:06 Churchill Asset Management's Ken Kencel joins Joe Cass to talk about the culture and legacy of his old firm Drexel Burnham Lambert, presenting to Michael Milken, starting multiple successful financial businesses and his secret to building strategic, long-term relationships. 00:00 Drexel Burnham Lambert in the 1980's 05:41 The culture and legacy of Drexel 08:23 Presenting to Michael Milken 09:48

Blackrock's Wei Li: Is there an AI bubble? Sep 1, 2026 32:15 BlackRock's Global Chief Investment Strategist Wei Li joins Joe Cass to talk about whether the AI boom is a bubble, why she thinks we're still in the early build-out phase, and how a wider-than-ever range of outcomes is reshaping portfolios. 00:00 Is there an AI bubble? 05:08 Day in the life of Wei Li 06:14 How to stand out in an AI world 08:08 Blackrock's internal AI platforms 10:02 Wei's most

UBS: Inside The Exclusive World Of Billionaires Jul 23, 2026 23:27 In this episode, Joseph speaks with Mark Haefele, Chief Investment Officer at UBS, about what truly separates lasting wealth from wealth that gets eroded, across investing, family dynamics, and generational planning. They explore why inheritance planning can be the hardest financial puzzle wealthy families face, how billionaires think about keeping families aligned, and what happens when emotions,

How Private Credit Took Over Wall Street May 27, 2026 26:46 This episode features Blair Jacobson, Co-President of Ares Management Corporation, discussing private credit investment strategies, risk management, and firm growth. He shares insights on how Ares maintains a conservative approach to avoid losses, the importance of relationships and reputation in deal origination, and the firm's expanding areas like asset-backed credit and wealth management. Blair

Goldman Sachs: From Intern To International Co-CEO Apr 1, 2026 29:08 Joe Cass sits down with Kunal Shah, Co-CEO of Goldman Sachs International & Global Co-Head of FICC, to unpack the surprising story behind becoming one of the firm's youngest-ever Managing Directors at 27—and what that experience taught him about performance, mentorship, and taking the right risks at the right time. Timestamps: 00:00 – 5:08 Becoming the youngest ever MD at Goldman Sachs 5:08 – 7:06

Inside PIMCO: Andrew Balls on Managing Billions, AI Investing, and the Future of Credit Feb 16, 2026 35:33 Join Joe Cass as he interviews Andrew Balls, PIMCO's CIO for Global Fixed Income, to explore the intricacies of decision-making in finance, particularly under psychological pressure. In this insightful discussion, Andrew shares his strategies for managing stress while making high-stakes decisions that can impact billions of dollars. Whether you're a finance professional or simply interested in the

Barclays CEO Venkat on The UK Economy, AI & Cricket Nov 20, 2025 38:05 In this episode, Joseph is joined by Venkat, CEO at Barclays, and Saugata Saha, President at S&P Global Market Intelligence. Topics included Venkat's perspective on the future of the UK economy, his view on private markets, how Saugata see's AI being used in finance, Venkat's most important leadership lesson and both guests discuss their love of cricket. Watch the episode on YouTube: https://ww

Richard Attias on Unlocking Prosperity, Global Leadership, and Investment Oct 8, 2025 30:31 In this episode of the Leaders Podcast, host Joseph Cass welcomes back Richard Attias, the Chairman of the Executive Committee at the FII Institute. They dive deep into the upcoming FII9 event in Riyadh, exploring the theme of "Unlocking Keys to Prosperity." Richard shares his unique insights into the private conversations of world leaders and global CEOs, emphasizing the importance of trust and p

Robyn Grew on Market Volatility and AI Integration Sep 9, 2025 47:14 In this enlightening episode of The Leaders Podcast, host Joe Cass engages in a thought-provoking discussion with Robyn Grew, CEO of Man Group, and Dave Ernsberger, co-President of S&P Global Commodity Insights. Subscribe (Apple Podcasts): https://podcasts.apple.com/us/podcast/leaders-with-joe-cass/id1515429355 Subscribe (Spotify): https://open.spotify.com/show/5TdWBOagDtFdO6Rr4PtN4W Watch on ou

Malin Norberg on Energy, AI & Market Risk Aug 13, 2025 32:28 In this enlightening episode of the Leaders podcast, host Joe Cass engages with industry stalwarts Malin Norberg, Chief Investment Officer at NBIM, and Dan Yergin, Vice Chairman at S&P Global. Together, they explore the evolving landscape of global energy, the implications of geopolitical shifts, and the critical role of innovation in driving sustainable development. Tune in to gain valuable insig

Ken Griffin on Building Citadel, AI & Independent Thinking Jun 24, 2025 28:41 In this episode, Joe is joined by Ken Griffin, CEO & Founder of Citadel and Martina Cheung, CEO & President of S&P Global. Discussion covered Ken and Martina's early careers, independent thinking in the era of AI, defining market 'edge' in 2025 and the upcoming 2026 Football World Cup hosted in North America.

Whoop's Will Ahmed on The Future of Healthcare & Cristiano Ronaldo Jun 4, 2025 24:05 In this episode, Joe is joined by Will Ahmed, CEO & Founder of Whoop and Arthur Wong, Managing Director at S&P Global Ratings. Discussion covered the evolution of healthcare, the power of wearable technology and Will's experience with top athletes like Cristiano Ronaldo and their health journey.

Macquarie's Ben Way on Infrastructure, Datacenters & Being Present Apr 17, 2025 39:38 In this episode, Joe is joined by Ben Way, Group Head of Macquarie Asset Management and Andrea Quirk, Global Head of Credit Ratings at S&P Global Ratings. Discussion covered the explosion in growth of datacenters, how AI is driving demand for digital infrastructure and Ben's view of being present in the moment throughout your career.

Invesco CEO Andrew Schlossberg on Asset Management, AI & Football Culture Mar 24, 2025 30:48 In this episode, Joe is joined by Andrew Schlossberg, President & CEO at Invesco, and Dan Draper, CEO at S&P Dow Jones Indices. Topics included Andrew's journey from Invesco's corporate training program to CEO, Dan's perspective on the evolution of index-based investing, Andrew's insights on AI integration in asset management, and Dan's view on the future of the indexing business. The conversation

Ep55: CalPERs CEO Marcie Frost on Private Markets & Building Her Career Feb 20, 2025 43:43 In this episode, Joe is joined by Marcie Frost, CEO of CalPERS and Martina Cheung, CEO & President of S&P Global. Topics included Marcie's current view of the role of private assets in CalPERS portfolio, Martina's initiative and growth areas for 2025, Marcie's progression from typist to CEO and Martina's memories of breaking the gavel at the New York Stock Exchange.

Ep54: Apollo's John Zito on Private Credit, His Career Path & Leadership Jan 29, 2025 27:43 In this episode, Joe is joined by John Zito, Co-President of Apollo Asset Management and Alex Birry, Global Head of Credit Research at S&P Global Ratings. Topics included views on private credit and the evolution of private markets, John's career trajectory to Apollo, Alex on global mega trends and John's advice for managing high performing teams.

Ep53: Ares' Michael Arougheti on Private Markets, Founding Ares & the Baltimore Orioles Nov 21, 2024 36:18 In this episode, Joe is joined by Michael Arougheti, CEO & Co-Founder of Ares and Lynn Maxwell, Global Chief Commercial Officer at S&P Global Ratings. Topics included Mike's memories of co-founding Ares, the rise in popularity of private markets and how Mike was offered co-ownership of the Baltimore Orioles.

Ep52: Blackstone's Jon Gray on Private Markets, Career Advice & Jogging on LinkedIn Oct 29, 2024 32:19 In this episode of FI15, Joe is joined by Jon Gray, President & Chief Operating Officer at Blackstone and Doug Peterson, CEO & President of S&P Global. Discussion covered Doug's upcoming retirement, Jon on the future of private markets and infrastructure, Doug on GenAI and Jon on his viral jogging videos on Linkedin. This episode was recorded and published prior to Doug's retirement as CEO & Presi

Ep51: Richard Attias On FII8 & Networking With Super VIPs Oct 9, 2024 34:36 In this episode of FI15, Joe is joined by Richard Attias, CEO & Founder of Richard Attias & Associates and CEO of the FII Institute. Topics included the upcoming FII Institute event in Riyadh, Richard's relationship with H.E Yasir Al-Rumayyan, how to successfully build senior relationships and Richard's networking tips to progress your career.

Ep50: Mohamed El-Erian on how AI is changing investing Sep 4, 2024 43:13 In this episode of FI15, Joe is joined by Mohamed El-Erian, President of Queens' College, University of Cambridge and Sudeep Kesh, Chief Innovation Officer at S&P Global Ratings. Topics discussed included the potential impact of AI on investing and portfolio management, how Mohamed incorporates data into his views, Sudeep on AI in movies and music and Mohamed's relationship with the Gen Z students

Ep49: SKKY Partners Jay Sammons on Private Equity & Working With Kim Kardashian Aug 15, 2024 25:31 In this episode of FI15, Joe is joined by Jay Sammons, Co-Founder of SKKY Partners and Raam Ratnam, Managing Director at S&P Global Ratings. Topics included SKKY Partners investment process, Jay's experience founding the company with Kim Kardashian, staying on top of consumer culture and Raam's takeaways from his career as an accountant.

Ep48: T Rowe Price CIO Sebastien Page on Mega Trends, Leadership & Building a Linkedin Following Jul 3, 2024 38:20 In this episode of FI15, Joe is joined by Sebastien Page, Chief Investment Officer at T Rowe Price and Alexandra Dimitrijevic, Global Head of Analytical Research & Development at S&P Global Ratings. Topics included both guests views on global mega trends, the future glide path of interest rates and inflation, Sebastien's experience building a 40,000+ following on Linkedin and a new quick fire roun

Ep47: BlackRock's James Keenan on Navigating the Private Markets Landscape Jun 3, 2024 28:43 In this episode of FI15, Joe is joined by Blackrock's Global Head of Private Debt James Keenan and Ruth Yang, Global Head of Thought Leadership at S&P Global Ratings. Topics included the rise in popularity of private markets, how both Blackrock and S&P Global Ratings approach the space, Jim's unpopular investment opinion and people inside and outside of S&P Global that inspire Ruth.

Ep46: Ryan Serhant on Real Estate, AI and Building A Personal Brand Apr 24, 2024 45:47 In this episode of FI15, Joe is joined by Real Estate mogul Ryan Serhant, Founder of SERHANT. and Gregg Lemos-Stein, Chief Analytical Officer – Corporates at S&P Global Ratings. The guests discuss the global real estate market, with Ryan sharing his expertise on leveraging social media and AI to drive success in the industry, and Gregg provides his experience of how large multi-national cooperatio

Ep45: State Street Global Advisors CIO Lori Heinel on Global Investment Trends and Future Risks Mar 19, 2024 27:03 In this FI15 podcast episode hear Lori Heinel, Global CIO at State Street Global Advisors, and Yann Le Pallec, Global Head of Rating Services at S&P Global Ratings, discuss key global economic trends and investment strategies with host Joe Cass. Topics include client engagement, investment opportunities, ESG considerations, public speaking tips, personal challenges in the industry and the role of

Ep44: Wei Li on Blackrock's 2024 Outlook, AI Revolution and Global Trends Feb 13, 2024 32:27 Embrace the future of finance and dive into an insightful discussion with Wei Li, Global Chief Investment Strategist at Blackrock, and Martina Cheung, President at S&P Global Ratings. Together, they dissect the 2024 market landscape, offering expert perspectives on emerging trends, AI integration, and leadership insights.

Ep43: Robert F. Smith on How to Build A Culture of Success Jan 10, 2024 37:11 Robert F. Smith, Chairman and Founder of Vista Equity Partners, joined Doug Peterson, CEO at S&P Global and host Joe Cass on this episode of Fixed Income in 15. Discussion focused on how to build a culture of success in business, the evolution of GenAI, the growth of private markets and the guests experience of growing up in New Mexico and Colorado.

Ep42: Andrew Howard on Sustainable Finance, Green Bonds and Career Paths Nov 27, 2023 31:44 Andrew Howard, Global Head of Sustainable Investment at Schroders and Christa Clapp, Managing Director at S&P Global Rating join host Joe Cass on this episode of Fixed Income in 15. Discussion focused on sustainable finance, the climate financing gap, Christa's experience building Shades of Green and the future of green bonds. Sign-up here to be notified as soon as future episode are published.

Ep41: Larry Summers on Inflation, Surviving Cancer & The Social Network Oct 10, 2023 37:19 Ex-U.S. Treasury Secretary Larry Summers and S&P Global Ratings' Global Chief Economist Paul Gruenwald join host Joe Cass on this episode of Fixed Income in 15. Discussion spans the rise and fall of inflation, working with U.S. Presidents, how to create an economic narrative and Larry's experience being diagnosed with and surviving cancer.

Ep40: Rohit Sipahimalani on Private Credit, Generative AI and The Rise of India Sep 19, 2023 30:50 Rohit Sipahimalani, CIO at Temasek and Martina Cheung, President of S&P Global Ratings join host Joe Cass on this episode of Fixed Income in 15. The discussion centred around disruptive investment areas, macro outlooks, private credit, the impact of Generative AI and the rise of India.

Ep39: Dan Yergin on Energy Security, Being An Entrepreneur, Advising U.S Presidents & His New Book Jul 12, 2023 31:48 Daniel Yergin, Vice Chairman at S&P Global, Pulitzer-Prize winning author and founder of CERA, joins host Joe Cass on this special 1-on-1 episode of Fixed Income in 15. Topics included Dan's newest book 'The New Map', challenges of the energy transition, founding Cambridge Energy Research Associates in 1983 and his experiences advising multiple U.S Presidents.

Ep38: Mary Pryshlak on Generative AI in Credit Research, & How To Manage 130 Investment Professional Jun 13, 2023 42:48 Mary Pryshlak, Head of Investment Research at Wellington Management, joined 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 on the potential role of Generative AI in credit research, leadership experiences from Alexandra and Mary and books that have fundamentally changed our guests' live

Ep37: Saira Mailk on Breaking into Finance, The Next Big Risks & Educating Children May 5, 2023 26:54 Saira Mailk, CIO of Nuveen 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 Saira's experience breaking into finance, the next big risks for investors, Ruth's leadership experience and Saira and Ruth's strategies when educating their children on finance.

Ep36: David Rubenstein on Private Markets, Investment Regrets, Interviewing Elon Musk & His New Book Mar 15, 2023 34:20 David Rubenstein, Co-Founder of The Carlyle Group joins Adam Kansler, President at S&P Global Market Intelligence and host Joe Cass on this episode of Fixed Income in 15. Topics included private market valuations and data, interest rate trajectories, David's new book "How To Invest", biggest investing regrets and anecdotes from David's investing career.

Ep 35: Emmanuel Roman on Investing in 2023, Private Markets, PIMCO Culture & Arsenal FC Feb 9, 2023 43:05 PIMCO CEO Emmanuel Roman and Martina Cheung, President of S&P Global Ratings, joined Joe Cass on this episode of the FI15 podcast. Discussion spanned investing in 2023, private debt, working culture at PIMCO after Bill Gross, Davos, ChatGPT and Arsenal FC.

Ep34: Liz Ann Sonders on the 2023 Macro Outlook, Her 300,000 Twitter Followers & Inflation Dec 14, 2022 31:01 Liz Ann Sonders, Chief Investment Strategist at Charles Schwab joins Paul Gruenwald, Global Chief Economist at S&P Global Ratings and host Joe Cass on this episode of Fixed Income in 15. Discussion focused on the 2023 macro outlook, US rate cycle, sticky inflation, Liz Ann's Twitter 300,000 Twitter following and Paul's cycling over lockdown.

Ep33: Peter Harrison on Being a CEO, Career Advice & Meeting The Queen Nov 29, 2022 29:13 Peter Harrison, CEO of Schroders joins Dan Draper, CEO at S&P Dow Jones Indices and host Joe Cass on this episode of Fixed Income in 15. Discussion focused on Peter & Dan's experiences working across the globe for different institutions, the day-to-day realities of being a CEO and, private markets, blockchain and Peter's experience meeting The Queen.

Ep32: David Hunt on The Future of Asset Management, Strategy & Growing AUM Nov 16, 2022 30:17 David Hunt, CEO of PGIM joins Maria Melendez, Global Head of Strategy at S&P Global Ratings and host Joe Cass on this episode of Fixed Income in 15. Discussion focused on David's experience as a CEO, his current take on the global macro environment, Maria's career path and her view on how to successfully execute strategy in our day-to-day roles.

Ep31: Chamath Palihapitiya on Investing, Mental Health, Poker & SPACs Oct 25, 2022 42:58 Chamath Palihapitiya, global tech investor and Founder of Social Capital and Naveen Sarma, Senior Director at S&P Global Ratings covering U.S Media & Entertainment joined Joe Cass on this episode of the podcast. Discussion spanned investment philosophy, how playing poker can assist prospective investors, the future of streaming and the importance of mental health.

Ep30: Joyce Chang on Market Themes, Defi and Working with Jamie Dimon Oct 7, 2022 44:59 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 pur

Ep29: Howard Marks on Warren Buffett, Writing Memos, Investing Psychology & Crypto Jul 20, 2022 38:39 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 an

Ep28: Goldman Sachs AM CIO Ashish Shah on Private Debt, Social Media, Inflation & Growing Up Jun 22, 2022 28:12 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 Pennsylvani

Ep27: Rick Rieder - Blackrock CIO on Crypto, Inflation, Twitter & Parenting Advice May 16, 2022 36:10 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 indivi

Ep26: Jared Isaacman on Inspiration4, Elon Musk, Leadership & Mars Apr 13, 2022 40:38 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.

Ep25: Ray Dalio on Economic Cycles, Career Advice, Crypto & ESG Mar 23, 2022 01:04:31 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.

Ep24: Talking ESG with PIMCO & S&P Sustainble1 Feb 16, 2022 27:15 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.

Ep23: Grayscale on institutional investor interest in crypto Dec 17, 2021 24:26 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 abou

Ep22: ESG investing trends & experience of Davos with Fidelity Nov 17, 2021 23:02 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 spe

Ep21: Raoul Pal talks crypto, CBDC and living in the Cayman Islands Sep 1, 2021 31:03 In a special Crypto episode of Fixed Income In 15, Joe Cass is joined by Raoul Pal, Co-founder and CEO of Real Vision and Mohamed Damak, Senior Director at S&P Global Ratings. There was lively debate between Raoul and Mohamed on the emerging role of cryptocurrency and Central Bank Digital Currencies in traditional finance, including the importance of ESG and energy usage in digital mining. Joining

Ep20: Blockchain, cryptocurrency and Meme stocks with UBS CIO Jul 14, 2021 29:03 Mark Haefele, Chief Investment Officer at UBS and Alexandra Dimitrijevic, Global Head of Research at S&P Global Ratings joined Joe Cass on this edition of Fixed Income in 15. Discussion focused on the evolution of ESG over the past 18 months, long term credit outlook and views on the digitalization of finance including blockchain and cryptocurrency. There was also time to talk about Mark's prior c

Ep19: Sir Danny Alexander on the role of ESG in infrastructure Jun 9, 2021 19:40 On this edition of Fixed Income in 15, Joe Cass is joined by Sir Danny Alexander, Vice President and Corporate Secretary at the Asian Infrastructure Investment Bank and Susan Gray, our Global Head of Sustainable Finance Business and Innovation. Topics included the evolution of sustainable finance in infrastructure and platforms issuers are using to ensure their ESG strategy is being heard. There w

Ep18: Tom Keene on U.S debt build up and why he wears a bow tie May 11, 2021 23:38 Tom Keene, co-anchor at Bloomberg and Beth-Ann Bovino, U.S. Chief Economist at S&P Global Ratings joined Joe Cass on this edition of Fixed Income in 15. Discussion focused the build up of U.S debt, potential interest rate changes and the U.S economic outlook. There was also time to talk about the European Super League and the rise of smart casual working attire.

Ep17: Mohamed El-Erian on ESG, Central Banks & working for President Obama Mar 31, 2021 23:34 On the latest episode of Fixed Income In 15, Joe Cass is joined by Mohamed El-Erian, Chief Economic Advisor at Allianz and Martina Cheung, President of S&P Global Market Intelligence. There was lively conversation about ESG, Central Banks and the future of #markets in a post-pandemic world. There was also time to discuss personal insights, such as Mohamed's experience of working for President Obam

Ep16: The outlook for global sovereigns and Bitcoin with Morgan Stanley Mar 4, 2021 23:36 In this edition of Fixed Income in 15, Joe Cass is joined by Ruchir Sharma, Chief Global Strategist at Morgan Stanley Investment Management and our own Global Head of Sovereign Analytics & Research, Roberto Sifon. The discussion focused on the outlook for global sovereigns, the impact of ESG on nations and the rise of Bitcoin. There was also time for Roberto and Ruchir to discuss cooking, sprint t

Ep15: Impact of a COVID-19 vaccine with JP Morgan Asset Management Feb 4, 2021 16:29 In this edition of Fixed Income in 15, Joe Cass is joined by David Kelly, Chief Global Strategist at JP Morgan Asset Management and our Global Head of Practices Craig Parmelee. The group discussed the 2021 outlook, how ESG is changing the global financial markets and the impact of a COVID-19 vaccine. As usual, some off-topic debate followed, including the most interesting and notable individuals C

Ep14: Michael Milken on healthcare innovation and ESG investing Dec 9, 2020 28:16 Michael Milken, founder of The Milken Institute and Yann Le Pallec, S&P Global Ratings Global Head of Credit Ratings, Methodologies and Research joined Joe Cass on this edition of Fixed Income in 15. Discussion focused on the guests experiences of 2020, the progress of healthcare innovation and the role of ESG in a post-COVID world. There was also time to talk about Yann's new lockdown hobbies and

Ep13: Special episode with David Rubenstein & S&P Global CEO Doug Peterson Oct 20, 2020 25:38 On the latest episode of Fixed Income in 15, our host Joe Cass is joined by S&P Global's President & CEO Doug Peterson and the Co-Founder of The Carlyle Group David Rubenstein. Doug and David discussed markets, diversity and the impact of ESG. In a wide ranging conversation, there was also time for Doug and David to ponder over the future of healthcare, debate the future of eSports and discuss how

Ep12: Credit defaults and work culture with Dimensional Fund Advisors Sep 30, 2020 18:54 On this episode of Fixed Income in 15, Joe Cass is joined by Gerard O'Reilly, co-CEO at Dimensional Fund Advisors and S&P Global Ratings Global Head of Research Alexandra Dimitrijevic. Discussion included a high level outlook for markets, credit default risks and the scale of rating downgrades thus far in 2020. There was also time for Alexandra and Gerard to discuss how they have adapted to work

Ep11: US-China relationship special with Invesco Sep 7, 2020 13:45 Kristina Hooper, Chief Market Strategist at Invesco and Shaun Roache, S&P Global Ratings Chief Economist for APAC joined Joe Cass on this edition of Fixed Income in 15. Discussion focused on ESG in fixed income, the relationship between the US and China and how Asia-Pacific as a region has reacted to the Coronavirus pandemic. There was also time to talk about Kristina's experience of working from

Ep10: Credit outlook and movie cameos with Anthony Scaramucci Aug 25, 2020 17:57 On this edition of Fixed Income in 15, Joe Cass is joined by Anthony Scaramucci, Founder at Skybridge and our Global Chief Economist Paul Gruenwald. The three discussed credit markets, economic recovery and the global financial outlook. As always, there was some off-topic debate too – here Anthony describes how the 'Wall Street' movie impacted him as a young professional and his cameo role in the

Ep9: COVID market experiences with DoubleLine Deputy CIO Aug 25, 2020 17:55 "It was one of the worst markets we've ever seen" - Deputy CIO at DoubleLine Jeffrey Sherman joined Joe Cass and Sudeep Kesh on Fixed Income in 15 to discuss Central Bank actions, Jeffrey's experience working as number 2 to Jeffery Gundlach and the Hollywood movie 'Moneyball'.

Ep8: Leadership special with Chairman of Goldman Sachs Asset Management Jul 15, 2020 07:56 In a special Leadership Edition of Fixed Income in 15, Joe Cass is joined by President of S&P Global Ratings John Berisford and Chairman of Goldman Sachs Asset Management Sheila Patel. Discussion turned to the future of sustainable finance post-crisis, how John, Sheila and their teams are adapting to working from home and what 'the future of work' could look like at both institutions.

Ep7: Post-crisis recovery with Blackrock and LGIM CIO Jul 15, 2020 07:50 From his back garden, Joe posed questions to Sonja Laud (Chief Investment Officer, Legal & General Investment Management), Scott Thiel (Chief Fixed Income Strategist, Blackrock) and our Global Chief Economist Paul Gruenwald. Discussion includes the foremost investor challenges and concerns, the role of ESG post-crisis and what a potential recovery could look like.

Ep6: COVID's impact on credit markets with UBS and State Street Jul 15, 2020 07:22 In a lockdown special, this month Joe asked his guests, Paul Donovan (Chief Economist, UBS) Michael Arone (Chief Investment Strategist, State Street Global Advisors) and our Global Head of Research Alexandra Dimitrijevic, to provide their views on the credit ramifications and economic fallout of the #COVID19 pandemic.

Ep5: 'Zombie companies' & index investing with Vanguard Feb 19, 2020 12:11 Joe Cass hosted Global Head of Fixed Income Indexing at Vanguard, Paul Jakubowski, and S&P Global Ratings Head of Digital Research Strategy Gareth Williams on the latest episode of Fixed Income in 15. Discussion focussed on the challenges and opportunities for Vanguard in 2020, the dangers of 'zombie companies' and the rising popularity of index investing. Conversation turned to the importance of

Ep4: Work-life balance and Green QE with HSBC CIO Jan 16, 2020 19:33 The latest episode of the Fixed Income in 15 podcast featured Xavier Baraton, Global CIO of Fixed Income at HSBC Global Asset Management and S&P Global Ratings Chief Economist – EMEA, Sylvain Broyer. Joe Cass served up questions on company culture, Infinity QE, Green QE and the challenges of maintaining a healthy work-life balance. Conversation turned to the future of asset management and how, as

Ep3: Monetary policy levers, ski-ing and China with State Street CIO Dec 4, 2019 15:31 Joe Cass hosted Richard Lacaille, Global CIO of State Street Global Advisors, and S&P Global Ratings Head of Credit Ratings, Methodologies and Research Yann Le Pallec on the latest episode of Fixed Income in 15. Top of mind was global monetary policy levers, how State Street factor ESG into their investment process and S&P Global's acquisition of the ESG Ratings Business from RobecoSAM. Discussion

Ep2: The dreaded inverted yield curve with JP Morgan CIO Nov 13, 2019 18:31 Joe Cass hosted Iain Stealey, International CIO of JP Morgan Asset Management and S&P Global's Chief Economist Paul Gruenwald on the Fixed Income in 15 podcast. Conversation turned to investors expectation of the global bonds market in 2020 and indicators traditionally used to forecast a potential recession. Discussion moved on to England's heart-breaking loss in the Rugby World Cup final and the

Ep1: QE Infinity, financial blogging & Twitter scrapes with M&G Oct 3, 2019 19:22 Joe Cass hosted the first 'Fixed Income in 15' podcast, a discussion on global bond market trends from the investors perspective alongside M&G Investments Global Head of Fixed Interest Jim Leaviss and S&P Global Ratings Alexandra Dimitrijevic. This episode featured debate on the ECB's 'QE Infinity', the rise of ESG and S&P Global's #ChangePays campaign.

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