‘In The Know’ is our new monthly investment podcast
'Magellan - In The Know', is our new 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 CIO Hamish Douglass, and others at 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.
30 August 2022 - Episode 25: Spirit of success — Diageo’s compounding value and growing market share
In conversation with Ivan Menezes, CEO of Diageo
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, Former US Federal Reserve Board Member
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 Co-Founder, Chairman and CIO
29 March 2021 - Special bonus episode: The year of living dangerously
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
28 January 2021 - Episode 6: The rise and challenges of China - former CIA China analyst shares his views
29 December 2020 - Episode 5: Winds of change: Vaccine relief, a new US government and the acceleration of e-commerce
24 November 2020 - Episode 4: Votes, vaccines, and a re-emerging world for investors
27 October 2020 - Episode 3: Reshaping RB: transformative strategies for a new world
29 September 2020 - Episode 2: People over profits: how a dedication to culture and innovation has steered Starbucks through COVID-19
25 August 2020 - Episode 1: How does CIA former deputy director, Michael Morell, view today’s biggest geopolitical risks?
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 in late July.