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Leaders with Joseph Cass

Welcome to Leaders, a podcast featuring long-form conversations with senior investors, CEOs, and entrepreneurs on topics that matter most to the investment community.

Podcast · By S&P Global Ratings · English · US · Official site

Indexed episodes, last 90 days
2
Latest publication
Sep 1, 2026
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Earliest in this view
Jul 23, 2026
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Latest episodes

  1. Episode · Sep 1, 2026

    Blackrock's Wei Li: Is there an AI bubble? (opens the original)

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    BlackRock's Global Chief Investment Strategist Wei Li joins Joe Cass to talk about whether the AI boom is a bubble, why she thinks we're still in the early build-out phase, and how a wider-than-ever range of outcomes is reshaping portfolios. 00:00 Is there an AI bubble? 05:08 Day in the life of Wei Li 06:14 How to stand out in an AI world 08:08 Blackrock's internal AI platforms 10:02 Wei's most important datapoint 11:18 Wei's contrarian investment belief 12:31 What is it really like working at B

  2. Episode · Jul 23, 2026

    UBS: Inside The Exclusive World Of Billionaires (opens the original)

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    In this episode, Joseph speaks with Mark Haefele, Chief Investment Officer at UBS, about what truly separates lasting wealth from wealth that gets eroded, across investing, family dynamics, and generational planning. They explore why inheritance planning can be the hardest financial puzzle wealthy families face, how billionaires think about keeping families aligned, and what happens when emotions, identity, and "behavioral noise" run the portfolio instead of a clear plan. Chapters: 0:00 The bigg

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