Follow the Money Show Michael Maduell, Host

This long-form podcast was recorded on December 11, 2018. Michael Maduell dissects the latest geopolitical trends that can impact institutional investors such as pensions, sovereign wealth funds, and endowments. Maduell lends his opinion on the lawsuit of Neiman Marcus and bumps in the road for augmented reality.

Download the Episode

CONTENTS

1:15 Huawei, Canada, Brexit, and Macron Headache

6:30 Sovereign Wealth Fund Asset Allocation

9:58 India Gets a New Central Bank Governor

13:26 Pensions Go Bust on U.S. Retailers

17:04 Augmented Reality and Sovereign Funds

22:00 Former CalPERS CIO Goes to Morgan Stanley Investment Management

24:30 Oman Investment Fund Goes on Defense in Public Markets

25:00 Japanese Scandals and Opportunities

This podcast was recorded on December 4, 2018. Michael Maduell is back on the Follow the Money Show after a long break. Maduell covers the recent asset owner survey and its responses.

Download the Episode

CONTENTS

1:15 Global Asset Owner Survey Highlights

3:30 Trade Wars are Both a Source of Risk and Return

5:50 ZZZZZZ – Blockchain Gets Cold Shoulder from Asset Owners

9:00 Japan Becomes a Darling for Institutional Investors

12:30 WINNING: Pharmaceuticals and Consumer Staples

17:00 SEC Clamps Down on Shady ICOs

This episode tackles a number of issues in the world of sovereign wealth funds, pensions and other long-term investors. More institutional investor capital into Hollywood? John Mayer – Nicolas Cage — Solar farms in Ireland / Apple’s Gigantic Pile of Cash

This longer-than-normal episode covers a wide range of issues including such as sovereign wealth funds, bitcoin, cryptocurrencies, Indian real estate, ESG, investment exclusions, central banking and more.

This episode covers bitcoin or ripple and other cryptocurrency while tackling institutional investor issues such as ESG and the One Planet Sovereign Wealth Fund Working Group. Excellent video podcast for the ride home.

Norway sovereign wealth fund and private equity