Money Maze Podcast

<div> <p>While women leaders in finance are gradually becoming more common, that cannot be said the alternatives industry. </p><p>But as traditional investment firms increasingly acquire alternatives and private markets firms, their leaders, styles and backgrounds are experiencing a changing topography. </p><p>One of those to have been instrumental in helping build some well-known alts firms, from GLG to Moore Capital and now MCQS, is their President and CEO, Soraya Chabarek.</p><p>Soraya discusses the characteristics of some of the top hedge fund performers, the egos and enigmas, females in finance, the art of selling, and how she helped reposition CQS from a hedge fund manager into an alternative credit platform.  </p><p>She gives her view on where the risks and opportunities lie in today’s credit market, how founder-led firms scale beyond star culture, and on resilience, grit, and what she looks for in a hire. </p><p>The Money Maze Podcast is kindly sponsored by <a href="https://www.schroders.com/en/global/individual/%22%20/t%20%22_blank">Schroders</a>, <a href="https://www.ifminvestors.com/en-gb/">IFM Investors</a>, <a href="https://tracker.gold.org/l/824153/2024-03-19/bffk1">World Gold Council</a> and <a href="https://www.lseg.com/en">LSEG</a>.</p><p><a href="https://moneymazepodcast.com/subscribe">Sign up to our Newsletter</a> | <a href="https://www.linkedin.com/company/the-money-maze-podcast">Follow us on LinkedIn</a> | <a href="https://www.youtube.com/channel/UCoDd5vw4qRx_BcRIqTqlmAA">Watch on YouTube</a> </p></div>

<div> <p>Emerging Markets, once the darling of the asset allocators world, have found themselves increasingly discarded by those same allocators. </p><p>Such became the re-allocation away from them and the magnetism of the US &amp; its technology companies, that as recently as the end of 2024, Emerging Markets were at a 50 year low, relative to the S&amp;P 500. </p><p>With some improved relative performance, it may be asked if this is a flicker, or are we at the foothills of a bigger reallocation? East Capital’s CEO, Peter Håkansson, discusses the opportunities, the lessons drawn from researching them for 3 decades, and what the drop in EM Government bond yields might be signalling. </p><p>He explains why no central heating might indicate corporate failure ahead, which fundamentals matter, and why they prefer to take their bets in company position sizing, rather than in the country weights. </p><p>He also discusses Frontier markets, the impact of foreign exchange and as a music lover he is, “reasons to be cheerful!” (Ian Dury &amp; the Blockheads)</p><p>The Money Maze Podcast is kindly sponsored by <a href="https://www.schroders.com/en/global/individual/%22%20/t%20%22_blank">Schroders</a>, <a href="https://www.ifminvestors.com/en-gb/">IFM Investors</a>, <a href="https://tracker.gold.org/l/824153/2024-03-19/bffk1">World Gold Council</a> and <a href="https://www.lseg.com/en">LSEG</a>.</p><p><a href="https://moneymazepodcast.com/subscribe">Sign up to our Newsletter</a> | <a href="https://www.linkedin.com/company/the-money-maze-podcast">Follow us on LinkedIn</a> | <a href="https://www.youtube.com/channel/UCoDd5vw4qRx_BcRIqTqlmAA">Watch on YouTube</a> </p></div>

<div> <p>As Mike Milken said on this podcast, “the greatest achievement of humankind in the 20th century, was the doubling of life expectancy.” </p><p>If living longer seems a powerful goal, the caveat would be only if it goes hand in hand with being healthy whilst being older, AND in not running out of money!</p><p>In this conversation, Dr Andrew Steele examines, diagnoses, evaluates, and prescribes the implications, actions, benefits, costs and possibilities associated with living longer, healthier lives. </p><p>He examines the financial and health aspects, the drugs already breaking new ground, why reasons for optimism are well grounded, and the associated leaps in scientific understanding.  </p><p>Subscribe to stay up to date with our range of fascinating interviews, featuring some of the biggest names in global finance and business!</p><p>The Money Maze Podcast is kindly sponsored by <a href="https://www.schroders.com/en/global/individual/%22%20/t%20%22_blank">Schroders</a>, <a href="https://www.ifminvestors.com/en-gb/">IFM Investors</a>, <a href="https://tracker.gold.org/l/824153/2024-03-19/bffk1">World Gold Council</a> and <a href="https://www.lseg.com/en">LSEG</a>.</p><p><a href="https://moneymazepodcast.com/subscribe">Sign up to our Newsletter</a> | <a href="https://www.linkedin.com/company/the-money-maze-podcast">Follow us on LinkedIn</a> | <a href="https://www.youtube.com/channel/UCoDd5vw4qRx_BcRIqTqlmAA">Watch on YouTube</a> </p></div>

<div>In this Christmas special, we reshare our conversation with Nicky Gumbel! <br><br>Very occasionally one individual can have a disproportionately powerful impact on a collection of people, but very rarely does that person’s impact grow in time and reach, and expand beyond anyone’s expectations and for millions, be responsible for enhancing their lives.<br><br>In this episode we explore a slightly different realm: religion. Our guest, the Reverend Nicky Gumbel, talks of his own odyssey from barrister to clergyman, before widening both awareness and access to Christianity to those outside the church via the Alpha Course. <br><br>Alpha - a term which we usually employ in a very different context on the podcast - effectively rebranded and modernised Christianity for a new generation in the 1990s, with tens of thousands of courses being run by the end of the decade. The programme has now been translated into 112 different languages, and 30 million people have taken part. <br><br>In this interview he explains his own pivot to faith, how he was asked to take charge of the Alpha Course development, and in the subsequent years how its reach was extended globally.<br><br>He explains how he built it into a global brand, how charismatic leadership can be relevant to all fields, the changing relationship between faith and secularism, the role of religion for prisoner rehabilitation, as well as thoughts on morality, money and giving!<br><br>The Money Maze Podcast is kindly sponsored by <a href="https://www.schroders.com/en/global/individual/%22%20/t%20%22_blank">Schroders</a>, <a href="https://www.ifminvestors.com/en-gb/">IFM Investors</a>, <a href="https://tracker.gold.org/l/824153/2024-03-19/bffk1">World Gold Council</a> and <a href="https://www.lseg.com/en">LSEG</a>.<br><br><a href="https://moneymazepodcast.com/subscribe">Sign up to our Newsletter</a> | <a href="https://www.linkedin.com/company/the-money-maze-podcast">Follow us on LinkedIn</a> | <a href="https://www.youtube.com/channel/UCoDd5vw4qRx_BcRIqTqlmAA">Watch on YouTube</a> </div>

<div>When we interviewed Howard Marks in March of 2025, he observed, “It's the pioneers who get the arrows”. Many consider a 21st century investment pioneer to be Cathie Wood.<br> <br> She embraces disruptive innovation themes early, has faced intense criticism during large drawdowns, has reshaped ETF thinking and is characterised as bold, influential, and controversial. <br> <br> Cathie explains why studying under Arthur Laffer inspired her to think about private sector disruptive innovation driving growth. <br> <br> She explains how multiple S curves can operate simultaneously, and how Ark fuses the macro and thematic with bottom-up conviction, along with the volatility. <br> <br> She continues by discussing idea generation and Ark’s big themes including multiomic sequencing, energy storage and robotics. <br> <br> She discusses risk, benchmarks, setbacks, and where to go to find work in an AI disrupted world. <br> <br> The Money Maze Podcast is kindly sponsored by <a href="https://www.schroders.com/en/global/individual/%22%20/t%20%22_blank">Schroders</a>, <a href="https://www.ifminvestors.com/en-gb/">IFM Investors</a>, <a href="https://tracker.gold.org/l/824153/2024-03-19/bffk1">World Gold Council</a> and <a href="https://www.lseg.com/en">LSEG</a>. <br> <br> <a href="https://moneymazepodcast.com/subscribe">Sign up to our Newsletter</a> | <a href="https://www.linkedin.com/company/the-money-maze-podcast">Follow us on LinkedIn</a> | <a href="https://www.youtube.com/channel/UCoDd5vw4qRx_BcRIqTqlmAA">Watch on YouTube</a> </div>