MAGELLAN - IN THE KNOW

‘In The Know’ is our monthly investment podcast

WELCOME TO IN THE KNOW

'Magellan - In The Know', is our monthly investment podcast, dropping on the last Tuesday of every month. We seek to bring you timely, unique and thought-provoking insights to help you make sense of 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 as they connect with a myriad of experts in their field, including CEOs of stocks we hold, global leaders and consultants in finance, investing, risk and politics, and key members of our investment team and business.

‘In The Know’ - a monthly podcast from Magellan that's worth investing your time in!

 

 
 

LATEST EPISODES

28 November 2023 - Episode 40: The weight loss drug shaping up as a gamechanger

In conversation with Magellan's Investment Team (Download Transcript)

31 October 2023 - Episode 39: How should investors think about Israel and decision making?

In conversation with Michael Morell, Former United States Acting Director of the CIA (Download Transcript)

27 September 2023 - Episode 38: Energising the Future: Sempra's Innovative Infrastructure Journey.

In conversation with Sempra chairman and CEO Jeff Martin (Download Transcript)

29 August 2023 - Episode 37: Cultivating change – Nestlé’s leading approach on sustainability and creating shared value.

In conversation with Rob Cameron, Nestlé’s Global Head of Public Affairs (Download Transcript)

25 July 2023 - Episode 36: Behind the screens - The evolution of streaming services and the investment case for Netflix

In conversation with Magellan's Portfolio Managers (Download Transcript)

27 June 2023 - Episode 35: Building the future - drilling into sustainability at Lowe’s

In conversation with Chris Cassell, Lowe's Vice President of Corporate Sustainability (Download Transcript)

 

30 May 2023 - Episode 34: Beyond the sheets: Dissecting the downfall of a US retail giant

A case study on the Bed, Bath and Beyond (Download Transcript)

 

26 April 2023 - Episode 33: Consumer deep dive — how best to weather the storm

In conversation with analysts from Magellan's investment team (Download Transcript)

 

28 March 2023 - Episode 32: American Water — a pipeline to dependable returns

In conversation with Susan Hardwick, American Water President and CEO. (Download Transcript)

 

28 February 2023 - Episode 31: Cyber security - the new world order

In conversation with Suzette Kent, former US Federal Chief Information Officer and global business transformation executive. (Download Transcript)

 

31 January 2023 - Episode 30: 2023 – The investment year ahead (Download Transcript)

In conversation with Magellan's Global Portfolio Managers, Nikki Thomas and Arvid Streimann

 

20 December 2022 - Episode 29: 'Revenge travel' – the recovery, opportunities and risks for investments (Download Transcript)

A round table discussion with senior members of Magellan’s investment team. 

 

29 November 2022 - Episode 28: Understanding China and the impacts for investors

In conversation with John Garnaut, founder of Garnaut Global and Matt Pottinger, a Distinguished Visiting Fellow at the Hoover Institution (Download Transcript)

 

25 October 2022 - Episode 27: Energy boost — A new "industrial revolution" for investors

In conversation with Magellan's Portfolio Managers, Arvid Streimann and David Costello (Download Transcript)

 

27 September 2022 - Episode 26: Powering up — The vaulting potential of WEC Energy Group

In conversation with Gale Klappa, Executive Chairman WEC Energy Group (Download Transcript)

 

30 August 2022 - Episode 25: Spirit of success — Diageo’s compounding value and growing market share

In conversation with Ivan Menezes, CEO of Diageo (Download Transcript)

26 July 2022 - Episode 24: A Pivotal Moment that could decide how this century plays out

In conversation with Secretary Leon Panetta, former US Secretary of Defence (Download Transcript)

28 June 2022 - Episode 23: Payments “Revolution” — Visa drives a surge in digital transactions

In conversation with Vasant Prabhu, VISA Vice Chair and CFO (Download Transcript)

31 May 2022 - Episode 22: The road to a sound investment — Transurban’s strategy for success

In conversation with Scott Charlton, CEO Transurban (Download Transcript)

 

26 April 2022 - Episode 21: In Conversation with John Sevior, a veteran Australian equities investor, on his long-term approach to markets over the last 30+ years.

John Sevior is founder and portfolio manager at Airlie Funds Management, an Australian equities fund manager purchased by Magellan in 2018.

 

28 March 2022 - Episode 20: War in Europe

In conversation with Former US Deputy Assistant Secretary of Defence for Russia, Ukraine and Eurasia Evelyn Farkas and former Deputy Director of the CIA Michael Morell    (Download Transcript)

 

22 February 2022 - Episode 19: Has the party run out of punch?

A panel discussion with senior members of Magellan’s investment team.    (Download Transcript)

 

25 January 2022 - Episode 18: Prudence in Volatile Times  

A panel discussion with senior members of Magellan’s investment team.    (Download Transcript)

 

23 December 2021 - Episode 17: The coming 'viral blizzard'

In conversation with Dr Michael Osterholm

 

30 November 2021 - Episode 16: "The Inflation Spectre Looming in the global Economy

In conversation with Kevin Warsh

 

26 October 2021 - Episode 15: "Trust your instinct" – In conversation with Sir Frank Lowy AC

In conversation with Sir Frank Lowy AC

 

28 September 2021 - Episode 14: Building a world with a little more Yum!

In conversation with David Gibbs, CEO of Yum! Brands, Inc.

 

31 August 2021 - Episode 13: Riding America's Connectivity Wave

In conversation with Jay Brown, CEO of Crown Castle

 

27 July 2021 - Episode 12: Remaining rational in a tide of geo-political risk

Hamish Douglass is joined by Michael Morrell, former Deputy Director of the CIA, and Ticky Fullerton, the Australian Newspaper’s Business Editor at Large

 

29 June 2021 - Episode 11: Building a better future – Nestle's CEO on leading the world's largest food and beverage business towards a healthier world

In conversation with Mark Schneider, CEO of Nestle

 

25 May 2021 - Episode 10: Steering financial markets through a crisis – a first-hand account

In conversation with Kevin Warsh, Federal Reserve Board Member from 2006 - 2011

 

27 April 2021 - Episode 9: Reimagining medicine: Novartis’s breakthrough therapies

In conversation with Vas Narasimhan, CEO of Novartis

 

30 March 2021 - Episode 8: On the Hunt for Super-Compounding Stocks

In conversation with Hamish Douglass, Magellan Chairman & CIO

 

29 March 2021 - Special bonus episode: The year of living dangerously

Frank Casarotti, GM of Distribution at Magellan recently interviewed Hamish Douglass, Chairman and CIO, for a live investor webinar called ‘The Year of Living Dangerously’.    

Morningstar disclaimer


23 February 2021 - Episode 7: Bought for a dollar - How ICE, the owner of the New York Stock Exchange, became a $65 billion exchange business

In conversation with Jeffrey Sprecher, Chairman and CEO of Intercontinental Exchange

 

28 January 2021 - Episode 6: The rise and challenges of China - former CIA China analyst shares his views

In conversation with Chris Johnston, Former CIA China Analyst

 

29 December 2020 - Episode 5:  Winds of change: Vaccine relief, a new US government and the acceleration of e-commerce

In conversation with Magellan's investment team hosted by Key Account Manager, Jennifer Herbert

 

24 November 2020 - Episode 4: Votes, vaccines, and a re-emerging world for investors

In conversation with Hamish Douglass, Magellan Chairman & CIO

 

27 October 2020 - Episode 3: Reshaping RB: transformative strategies for a new world

In conversation with Laxman Narasimhan, CEO of Reckitt Benckiser

 

29 September 2020 - Episode 2: People over profits: how a dedication to culture and innovation has steered Starbucks through COVID-19 

In conversation with Kevin Johnson, President and CEO of Starbucks

 

25 August 2020 - Episode 1: How does CIA former deputy director, Michael Morell, view today’s biggest geopolitical risks? 

In conversation with Michael Morell, Former Deputy Director of the CIA

 

19 August 2020 - IN The Know - An Introduction

Listen on your preferred platform via one of the links below. We hope you enjoy, and look forward to sharing our next episode with you next month.

 
 
 
This material has been published by Magellan Asset Management Limited (‘Magellan’) for general informational purposes only and is not intended to be relied upon as investment advice or advice of any other nature.  Nothing in this material is intended to constitute a recommendation of any kind, an offer to buy or sell any financial product or a suggestion to adopt any investment strategy or investment action. Investors should consult with their own professional advisors before making any investment decisions. The opinions expressed in this material are as of the date of publication and are subject to change. The information and opinions contained in this material are not guaranteed as to accuracy or completeness. This material may contain ’forward looking’ statements and no guarantee is made that any forecasts or predictions made will materialise.  This material and the information contained within it may not be reproduced, or disclosed, in whole or in part, without the prior written consent of Magellan.
 

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