Episode
S3 | Episode 6: The Hardest Time in History to Manage Money?
- Podcast
- Capital Decanted
- Published
- Mar 24, 2026
- Duration seconds
- 5329
- Processing state
not_requested
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Summary
Geopolitical change, product disruption, and technological transformation have all made this the most complicated moment in history to navigate capital markets. CAIA Association spent the last 12 months finding out why. After convening 120 global executives across eight financial centers we're proud to introduce: The World Rewired , a blueprint for the decade ahead. In this episode, we unpack the three structural shifts at its core with four practitioners who were in the room with us, including Sebastian Mallaby, Stuart Wrigley, Yingwen Chin, and Muneera Aldossary. Guests: Sebastian Mallaby, Paul A. Volcker Senior Fellow in International Economics, Council on Foreign Relations Stuart Wrigley, Partner, Head of Asia Pacific and Head of Capital Formation and Strategy International, Sixth Street Yingwen Chin, Partner - Private Markets IDD, Albourne Partners Muneera Aldossary, CEO & Board Member, Franklin Templeton, Saudi Arabia Episode Sources (00:00) Artificial intelligence as a transformational force, with adaptability and curiosity as enduring traits of successful investors. (01:36) Traditional capital allocation models are becoming outdated amid rapid innovation in products, technology, and investment approaches. (06:40) Global roundtables with industry leaders reveal interconnected themes pointing to a systemic rewiring of capital markets. (18:28) Introduction of three major shifts: macro (geopolitics), industry (market convergence), and organizational (talent and AI). (18:28) Geopolitics moves from background noise to a central driver of capital flows and investment decision-making. (25:45) Geopolitical considerations become embedded in underwriting, with firms building internal expertise and advisory capabilities. (30:22) Long-duration investments such as ventur…