’In The Know’, is our monthly investment podcast, dropping on the last Tuesday of every month. Since inception in August 2020, we’ve been bringing you timely, thought-provoking insights to help you navigate 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 Investment Partners as we engage with industry experts, CEOs, and our investment team, offering deep analyses on macroeconomic trends, geopolitical issues, global markets, and more.
For more information visit: magellaninvestmentpartners.com and sign up to our regular investment insights program.
Episodes
Sep 29, 2020
Sep 29, 2020
40 min
In this episode of In The Know, Magellan’s Chairman and CIO Hamish Douglass, talks to Kevin Johnson, President and Chief Executive Officer of Starbucks. In this wide reaching interview we find out how Starbucks’ 4,000+ stores in China are faring in the face of ongoing US / China tensions, how the brand managed the well- documented racial discrimination incident in one of its US stores, and why putting people before profits is the driving force behind the business’s resilience.
Aug 25, 2020
Aug 25, 2020
36 min
In this episode, Magellan’s Chairman and CIO Hamish Douglass, talks to former deputy director of the CIA, Michael Morell. The pair discuss whether US antagonism against China is permanent and bipartisan, the two things Michael worries most about for the US election, the national security issues surrounding covid-19 and much more.
Aug 19, 2020
Aug 19, 2020
1 min
‘In The Know’ is a monthly investment podcast brought to you by Magellan Asset Management; Experts in global investing.
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 on global markets. Join us, as we 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 is worth investing your time in! For more information visit: www.magellangroup.com.au and sign up to our regular investment insights programme.