The WellSaid Podcast Transcripts
Wellington Management · 68 episodes with transcripts
WellSaid is produced by Wellington Management. Hosted by Geopolitical Strategist Thomas Mucha and featuring our global team of investment professionals, the series aims to draw connections between our investment research and real-world themes and trends.
Spoken has transcripts of 68 The WellSaid Podcast episodes, with the speakers named. The newest listed here is from October 15, 2026.
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68 episodes of The WellSaid Podcast have transcripts. Fetch them all as speaker-labeled Markdown in one script — 1 credit each, and re-fetching one you already have is free:
curl -s -H "x-api-key: YOUR_KEY" \
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| while IFS=' ' read -r id title; do
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[ -f "${id}-${slug}.md" ] && continue
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Latest The WellSaid Podcast transcripts
What the US midterm elections may mean for markets
October 15, 2026
Juhi Dhawan (0:06)
If we end up with split Congress, or if we end up with a sweep on the other side for the Democrats, policy will likely see meaningful shifts, and that matters for investors as the market continues to rotate towards who will be the relative winners of the future, rather than those of the past.
Thomas Mucha (0:30)
Welcome to WellSaid. I'm Thomas Mucha, Wellington Management's geopolitical strategist and host.
So over the next month or two, we're going to hear an awful lot about the US midterm elections, and for good reason.
Juhi Dhawan (1:38)
Thank you, Thomas. It's great to be back, especially for this particular episode, because I think it has so many implications for investors to think about.
- What the US midterm elections may mean for markets
- The new space race: Investing in critical infrastructure
- The venture capital market & implications of AI
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