Podcast

Going Long Podcast: Brian Moynihan on Building a Bank That Thinks in Decades

3 February 2026 - “Whether it was in the late eighties and early nineties on real estate, whether it was the fallen angels in the 1999–2000 timeframe, or into the financial crisis… leverage is consistent. And when it gets out of hand, it causes trouble.”

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Podcast

Going Long Podcast: Mark Konyn on Building Resilient Portfolios Across Asia’s Shifting Economies

13 January 2026 - “The readiness to turn away from something that’s no longer productive and embrace something new is far more prescient here.”

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Podcast

Going Long Podcast: Karl Kuchel on the Infrastructure Supercycle

15 December 2025 - “Anytime where you have a constrained market, it's good to be a supplier of capacity into that market, which is why you're seeing a lot of investment and construction of data centers even though you've got higher interest costs, higher CapEx costs, higher operating costs, inefficiency in the supply chain.”

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Podcast

Going Long Podcast: Mark Wiseman on Long-term Capital in Short-term Systems

1 December 2025 - “In the long run, most of the time, values and value converge… it doesn’t matter much what your political perspective is… it will have an impact on the long-term cash flow potential of an asset.”

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Innovation | Podcast

Going Long Podcast: Mark Machin on The Scientific Mindset Behind Long-Term Investing

17 November 2025 - “The scientific method is pretty helpful when you think about investing — the accumulation of knowledge and insight, the fact that nothing’s ever black and white, and that you look at things on a probability-driven basis.”

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Innovation, Investor-Corporate Engagement | Podcast

Going Long Podcast: Wafra’s Adel Alderbas on Building Capital Constellation and the Future of GP Staking

27 May 2025 - “We have the humility of an LP, but we also have the rigor of a GP. So, when you combine those two, you get something like Capital Constellation, which is a very innovative collaborative ecosystem of asset owners and asset managers.”

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