The Exchange

Mubadala
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How do long-term decisions actually get made? The Exchange is a podcast about the thinking behind investing, leadership, and institution-building at scale. Set inside Mubadala — a $330 billion global sovereign investor active in over 50 countries, from the energy transition to the AI revolution — the series goes beyond the headlines to explore honest conversations with leaders on how they navigate volatility, identify generational value, and build institutions designed to outlast the business cycle.

Episodes

  1. Waleed Al Mokarrab Al Muhairi: How to Build a Conviction-led Investor

    JAN 16

    Waleed Al Mokarrab Al Muhairi: How to Build a Conviction-led Investor

    What does conviction-led investing look like when the responsibility spans decades, not quarters? Waleed Al Mokarrab Al Muhairi is Mubadala’s Deputy Group CEO and a key voice behind the institution’s long-term investment strategy. In today’s episode of The Exchange, he reflects on his journey alongside Mubadala’s evolution from its early foundations into a globally active investment institution. Waleed breaks down what conviction-led investing looks like in practice when responsibility spans decades, not quarters. He discusses how long-term purpose guides decision-making beyond short-term trends, why discipline and patience matter when deploying capital at scale, and how people, partnerships, and ideas act as Mubadala’s true capital multipliers — from Abu Dhabi to global markets. Episode Chapters: (00:00) Conviction-led investing (02:05) Long-term responsibility (05:10) Mubadala’s global evolution (09:30) Playing the long game (14:05) Discipline and patience at scale (18:40) Navigating market volatility (23:10) Partnerships and people (28:15) Leadership and trust (33:20) Building enduring institutions (38:40) Legacy and long-term impact Listen to the full episode here: Spotify: https://bit.ly/4sJ4TPB Apple Podcasts: https://bit.ly/4jGcslU Watch on YouTube: https://bit.ly/49A6zC9

    42 min
  • 1 Episode

Ratings & Reviews

5
out of 5
3 Ratings

About

How do long-term decisions actually get made? The Exchange is a podcast about the thinking behind investing, leadership, and institution-building at scale. Set inside Mubadala — a $330 billion global sovereign investor active in over 50 countries, from the energy transition to the AI revolution — the series goes beyond the headlines to explore honest conversations with leaders on how they navigate volatility, identify generational value, and build institutions designed to outlast the business cycle.

Information

  • Creator
    Mubadala
  • Years Active
    2K
  • Episodes
    1
  • Rating
    Clean
  • Copyright
    © 2026 The Exchange
  • Show Website
    The Exchange