Best Mawer Investment Management Podcasts (2025)

1
Is Flourishing Tied to Financial Freedom? A New Study Reveals Insights (SB1689) 1:06:55

3d ago1:06:55

1:06:55

This week, we’re getting deep (like, basement-deep) into what it means to flourish. Join Joe, OG, Paula Pant, and special guest Ryan Doolittle as they unpack a brand-new study on happiness. Spoiler: it’s not just about stacking cash. From the influence of childhood experiences to the surprising power of community, autonomy, and faith, this episode …

1
Here's An Easy Way To Save $3,000 Per Year (with Bryan Suddith) SB1688 1:20:08

5d ago1:20:08

1:20:08

Turns out, saving $3,000 a year might be easier (and tastier) than you think. This week, we’re dishing up big savings with Bryan Suddith, who turned his family’s runaway grocery bill into a budget-friendly game—complete with freezer hacks, local meat tips, and food waste strategies that actually work. He joins Joe, OG, and guest co-host Len Penzo (…

1
Lies We're Told at Work (with NBC Universal Vice Chairperson Bonnie Hammer) and Climbing into the Driver's Seat with Your Money (with Beyond Finance's Dr. Erika Rasure) 1:21:41

7d ago1:21:41

1:21:41

Think you're being lied to at work? You probably are. From boardrooms to bank accounts, this episode pulls no punches. We’re stacking double the wisdom on this special Memorial Day episode, as Joe Saul-Sehy interviews two powerhouse guests: Bonnie Hammer, former vice chair of NBCUniversal and bestselling author, and Dr. Erika Rasure from Beyond Fin…

1
Our Favorite Summer Travel Tips (SB1686) 1:07:33

10d ago1:07:33

1:07:33

Memorial Day weekend is here, which means it’s officially time to break out the grill, the beach bag… and maybe that travel budget spreadsheet. But don’t worry—this isn’t a guide from travel influencers who hike barefoot with artisanal backpacks. Nope. This episode is brought to you by your favorite money geeks in Joe’s mom’s basement. Joe Saul-Seh…

1
Navigating Uncertainty: Global Small Caps, Process Innovation, and AI at Mawer | EP189 23:58

11d ago23:58

23:58

In this episode, Karan Phadke, Portfolio Manager for Mawer’s global small cap strategy, shares insights on how small caps are navigating trade policy volatility, the importance of proactive management, and Mawer’s unique approach to process improvement and AI integration in investment research. Key points from this episode: • Small caps’ local focu…

1
The Simple Path To Contentment (with JL Collins) 1:24:27

12d ago1:24:27

1:24:27

What do cupcakes, frosting, and financial independence have in common? This week in the basement, Stacking Benjamins welcomes legendary personal finance thinker JL Collins, author of The Simple Path to Wealth, to connect the dots between simple investing and sweet, stress-free success. In a lively conversation with Joe Saul-Sehy, OG, and Mom’s neig…

1
Make Your Next Theme Park Experience Worth the Money (with Theme Park Insider's Robert Niles) 1:30:00

14d ago1:30:00

1:30:00

Is it summer already, or is that just our theme park budget melting in the sun? Either way, we’re kicking off the season with our annual guide to roller coasters, churros, and how not to hurl after one too many loops. Theme Park Insider’s Robert Niles returns to share the biggest news in amusement park land—from a new Disney park in Abu Dhabi (what…

1
The Happiness Debate (SB1683) 1:15:30

17d ago1:15:30

1:15:30

What really moves the needle on your happiness—making more money or saving more of what you’ve got? This week, Joe Saul-Sehy and OG are joined by Paula Pant, Jesse Cramer, and the guy who still owes money on his Beanie Baby collection—Doug—for a roundtable filled with bold financial takes and even bolder choices. It’s a rapid-fire round of “either-…

1
Is Any Expense Really "Worth It"? (with Leisa Peterson) SB1682 1:18:05

19d ago1:18:05

1:18:05

Ever feel like money is a never-ending game of not enough? Today, we're rewiring that thinking. Our special guest, Leisa Peterson—author of The Mindful Millionaire and now The Money Catalyst—joins us to talk about abundance, scarcity, and how to stop living life like you're budgeting for armageddon. (Hint: It's okay to order the nice wine now.) Joe…

1
Learning to Think Like a Multi-Millionaire (with Sam Dogen) SB1681 1:22:43

21d ago1:22:43

1:22:43

What do most millionaires have in common? No, it’s not a yacht named “Compound Interest.” It’s mindset. In this episode, Joe Saul-Sehy and OG kick off Mindset Week by welcoming Sam Dogen, the Financial Samurai himself, to help you start your journey toward a million-dollar net worth—one intentional step at a time. Sam shares why building wealth is …

1
Grocery Bill Tips and Budget Bites SB1680 1:07:58

24d ago1:07:58

1:07:58

If your grocery bill has you doing double-takes at the checkout line, you’re not alone—and this episode of The Stacking Benjamins Show is packed with practical ways to take control of your food spending. Joe Saul-Sehy is joined by Janice Torres of the Yo Quiero Dinero podcast, regular contributor OG, and the always-frugal Len Penzo to serve up real…

1
Our Advice For Beginning Investors and Recent Graduates (SB1679) 1:26:25

26d ago1:26:25

1:26:25

Your burning questions fuel this episode! Joe Saul-Sehy, OG, and special guest Christine Benz of Morningstar unpack some of the biggest questions facing investors today—especially those just starting out. We kick things off by diving deep into target date funds. They promise simplicity—but do they deliver long-term results? We explore when they wor…

1
Becoming a Financial Badass with Jen Sincero (SB1678) 52:43

28d ago52:43

52:43

Joe Saul-Sehy sits down with bestselling author Jen Sincero, the powerhouse behind You Are a Badass and You Are a Badass at Making Money. If you've ever felt stuck in financial quicksand or caught in a loop of scarcity thinking, Jen brings the fire (and the funny) to help shift your mindset and start building wealth from the inside out. You’ll hear…

1
The Great Debate: Buying vs Renting Your Home (SB1677) 1:08:00

1M ago1:08:00

1:08:00

Buying vs. renting: it’s one of the most emotionally charged—and financially misunderstood—topics in personal finance. This week on The Stacking Benjamins Show, Joe Saul-Sehy, OG, and guests Jesse Cramer and Chris Luger enter the ring to challenge the conventional wisdom behind homeownership. It’s not just a polite chat. It’s a full-on basement deb…

1
The Long View: Global Equity Positioning in Uncertain Markets | EP188 21:13

1M ago21:13

21:13

In this episode, global equity co-manager, Manar Hassan-Agha, examines how tariff policies have created uncertainty for businesses, particularly impacting capital deployment decisions and supply chains. Manar explains how a focus on asset-light, service-oriented businesses with recurring revenue provides resilience during volatile periods, with lim…

1
Retirement Roadblocks & Resilient Planning: The Squirrels Gone Wild Edition (SB1676) 1:08:43

1M ago1:08:43

1:08:43

Retirement might be the goal, but the journey? Full of curveballs. On today’s episode, Joe Saul-Sehy is joined by special guest co-host Len Penzo of LenPenzo.com, along with OG and Neighbor Doug, for a no-holds-barred look at what really derails retirement plans—and how to build a strategy that can handle the chaos. From unexpected job loss to risi…

1
Fitness Meets Finances: Your Questions for Angelo Poli from Metpro (SB1675) 1:30:44

1M ago1:30:44

1:30:44

When it comes to living your best financial life, good health isn't a nice-to-have—it’s a must-have. In today’s episode, we welcome Angelo Poli from MetPro, who shows us why smart fitness and nutrition choices are just as important as smart money moves. Drawing on insightful listener questions, Angelo shares: How consistent habits—not extreme diets…

1
Lessons from the Trenches: Career Branding Good, Bad, and Ugly (SB1674) 1:06:39

1M ago1:06:39

1:06:39

What do zipper injuries, holiday party mishaps, and servant leadership have in common? They’re all part of today’s wide-ranging look at careers—what to do, what not to do, and how to make your next move smarter (and safer). Joe Saul-Sehy, OG, and Neighbor Doug are joined by contributors Sandy Smith, Jesse Cramer, and a few classic career stories fr…

1
Investment Opportunities in a Changing Military Landscape | EP187 38:18

1M ago38:18

38:18

In this episode, we discuss the defense industry's evolution with equity analyst Joshua Samuel. He highlights the historical underinvestment in European defense, the recent increase in defense spending, particularly Germany's program, and the strategic importance of land systems. The conversation highlights how the current geopolitical environment …

1
Elevate Your Career (with Lorraine K. Lee) SB1673 1:06:19

1M ago1:06:19

1:06:19

How do you stand out in a competitive workplace—without shouting or burning out? In this episode, Joe and OG sit down with Lorraine K. Lee, a sought-after keynote speaker and former LinkedIn and Prezi leader, to dig into the real strategies behind building a career brand that lasts. Lorraine shares what she’s learned from coaching thousands of prof…

1
Craft Your Career Brand: Actionable Tips for Influence and Success (SB1672) 1:14:26

1M ago1:14:26

1:14:26

Today’s episode blends career strategy with financial know-how, because who says you can’t build your personal brand and your balance sheet at the same time? Joe Saul-Sehy and OG explore what it really means to shape your professional reputation—from the way you show up in meetings to how you set (and measure) your career goals. Whether you're clim…

1
Building Wealth Through Every "Era" of Your Life 1:04:30

1M ago1:04:30

1:04:30

Some people master reinvention. They move from one stage of life to the next with confidence, purpose, and an eye on long-term success. What if your financial plan could do the same? In today’s roundtable, Joe is joined by Alyssa Maes, Roger Whitney (The Retirement Answer Man), and OG to talk about what it takes to build wealth that lasts—not just …

1
Finding Silver Linings: International Investing Through Trade Policy Turbulence | EP186 15:07

2M ago15:07

15:07

In this episode, portfolio manager, Peter Lampert discusses international equities and the impact of tariffs on portfolio management. He provides insights into how his team has been preparing for potential tariffs since Trump's campaign, explaining that most of their international portfolio companies have limited export exposure to the U.S. and ins…

1
Harvard Business Review's Kevin Evers on the Genius of Taylor Swift (SB1671) 1:15:56

2M ago1:15:56

1:15:56

What Taylor Swift teaches us about strategy, long-term thinking, and building an empire. Taylor Swift isn’t just a pop icon—she’s a master strategist. And in this episode, we unpack exactly how she built a cultural and financial empire with smart moves that offer powerful lessons for any Stacker. Joe Saul-Sehy sits down with Kevin Evers of Harvard …

1
Money and Business Lessons from the Career of Taylor Swift (and a BIG Roth IRA rule clarified) SB1670 1:14:51

2M ago1:14:51

1:14:51

It’s Taylor Swift week in the basement, and we’re kicking things off by looking at the business behind the beats. Joe, OG, and the gang pull back the curtain on the intentional, savvy moves that took Taylor from breakout teen artist to industry powerhouse—and why her playbook might just work for your financial life, too. We’re talking about more th…

1
Conquering Investment Fears and Risks (SB1669) 1:11:41

2M ago1:11:41

1:11:41

Feeling anxious about where your money’s going? You’re not alone—and you’re not without a plan. In today’s episode, Joe is joined by OG, Mom’s neighbor Doug, and two sharp minds from the personal finance world: Paula Pant from Afford Anything and Dr. Jordan Grumet from Earn and Invest. Together, they take a deep dive into the many faces of investme…

1
Quarterly Update | Q1 2025 | EP185 28:22

2M ago28:22

28:22

In this Quarterly episode, Crista Caughlin, lead portfolio manager for Canadian bonds, and Jeff Mo, lead portfolio manager for U.S. midcaps, discuss market performance through Q1 2025 and the significant volatility that followed in early Q2—particularly after "Liberation Day" when the Trump administration imposed sweeping tariffs, followed by retal…

1
How To Smooth Out Your Investing Ride...or not (SB1668) 1:04:21

2M ago1:04:21

1:04:21

Market volatility, overthinking portfolios, and why simple might be smarter. Trade wars. Tariffs. Tumbling markets. When headlines scream and your portfolio wobbles, what’s a Stacker to do? Today, we tackle how to invest confidently during uncertain times—without overcomplicating your strategy or losing sleep. We start by breaking down smart ways t…

1
Market Update: April 8, 2025 | EP184 12:41

2M ago12:41

12:41

Mawer President and portfolio manager, Jim Hall, discusses the current market environment and the team's approach to risk management. The conversation covers what triggered the vast volatility and uncertainty seen in markets, potential scenarios to come, and what the team at Mawer is doing about it. He emphasizes the importance of staying calm, bei…

1
Special Episode: Tariff Fallout - What Should You Do? 26:44

2M ago26:44

26:44

Tariffs got you sweating? We’ve got the strategy (and the LaCroix) to help you chill. Markets are wobbling, headlines are screaming, and you’re wondering if your portfolio is about to implode. Take a deep breath—and head down to the basement. In this episode, Joe Saul-Sehy, OG, and Mom’s neighbor Doug tackle the turbulence triggered by recent tarif…

1
From Basement Beginnings to Million-Dollar Dreams (with Rudy Mawer) SB1666 1:18:43

2M ago1:18:43

1:18:43

Entrepreneurship, financial anxiety, and a guinea pig (yes, really). When you’ve got a stuffed guinea pig on your desk and a mic in front of you, it’s only a matter of time before you talk about that one time you ate guinea pig in Peru. (Spoiler: It was pretty good.) That’s how we open today’s show—but from there, things get real. Today’s main even…

1
When Tariff Waves Crash: Maintaining Course in Volatile Markets | EP183 14:01

2M ago14:01

14:01

In this episode, U.S. mid cap equity portfolio manager, Jeff Mo, discusses the market's sharp sell-off following President Trump's announcement of widespread tariffs on nearly all U.S. trading partners. He provides both short and long-term perspectives on potential economic impacts, including reduced business investment and consumer spending, while…

1
BIG Questions In Finance: Are You IN or OUT? (SB1665) 1:08:33

2M ago1:08:33

1:08:33

Is good debt a myth? Should we all chase FIRE? The basement panel weighs in. In today’s Financial Concepts Friday roundtable, Joe brings the basement crew together for a lively “In or Out” debate on some of the most polarizing personal finance topics out there. Are we in or out on the idea of “good debt”? Do budgets really matter when you’re just s…

1
Top 5 Eye-Roll Financial Tips You Should Ignore SB1664 1:14:08

2M ago1:14:08

1:14:08

Ever been told to buy the biggest house you can afford... to “motivate yourself”? Or to skip insurance because “nothing bad will happen”? Yeah—us too. And we’ve got some thoughts. In this episode, Joe, OG, and Doug break down the Top 5 Worst Financial Tips they’ve ever heard—and more importantly, why taking them seriously could leave your finances …

1
Tiffany Aliche on Connections and Financial Wholeness (with a side discussion on recent DoorDash/Klarna news) SB1663 1:13:57

2M ago1:13:57

1:13:57

Is financial literacy missing from your life like that sock you swear went in the dryer? Tiffany Aliche, AKA The Budgetnista, is here to help you find it—minus the lint. She shares her journey to financial wholeness and takes us behind the scenes of her brand-new PBS special. Meanwhile, Joe and OG break down why financial education starts with comm…

1
Better Investing Using Horrible Investment Products (SB1662) 1:04:54

2M ago1:04:54

1:04:54

Ever fallen for an investment that seemed like a sure thing... until it wasn’t? You’re not alone. Today, we shine a light on some of the worst investment advice out there—and help you steer clear of it. Joining Joe at the roundtable are: Paula Pant from Afford Anything Jesse Cramer from Personal Finance for Long-Term Investors And Don McDonald, fin…

1
U.S. Equity Insights: The Impact of Policy Shifts and AI | EP182 23:45

2M ago23:45

23:45

In this episode, we discuss the early months of the new U.S. administration with Grayson Witcher, lead portfolio manager for the U.S. equity strategy at Mawer. Grayson touches on the impact of tariffs, including the practical and unpredictable aspects of tariffs and how they influence decision-making. Grayson also shares insights on the potential l…

1
How NOT To Invest: Lessons from Barry Ritholtz SB1661 1:18:29

2M ago1:18:29

1:18:29

Ever wondered how the top financial minds avoid disaster while the rest of us are busy panic-Googling “best investments 2024”? Today, Joe welcomes Barry Ritholtz of Ritholtz Wealth Management down to Mom’s basement for a conversation that flips typical investment advice on its head. It’s not about what to do—it’s about what not to do if you want to…

1
10 Ways to Stop Blowing Up Your Investment Portfolio (SB1660) 1:07:12

2M ago1:07:12

1:07:12

What do weddings, wineries, and Whoppers have to do with smart investing? This week, Joe, OG, and Doug kick off the episode with stories from the road—including a surprise credit card confession that somehow involves a Burger King (because of course it does). But then the gang shifts gears and dives into real money talk, breaking down investing wis…

1
How Pros Build Motivation Into an Effective Financial Plan (SB1659) 1:04:39

2M ago1:04:39

1:04:39

Ever wonder why some people crush their financial goals while others keep hitting snooze? Today, we’re talking about the secret sauce behind sticking to a financial plan—and no, it’s not just “wanting it more” (though that helps). Joining Joe in the basement is OG, alongside personal finance expert Jesse Kramer from The Best Interest and CFP Dana A…

1
Climb Out of Your Rut: Molly Fletcher on Creating Sustainable Motivation (SB1658) 1:21:59

2M ago1:21:59

1:21:59

Ever feel like you're stuck in a rut, spinning your wheels, or just running low on motivation? Today, we crack the code on sustaining drive and avoiding complacency with former sports agent Molly Fletcher, who’s worked with some of the biggest names in sports and has been dubbed the female Jerry Maguire. She breaks down the fine line between conten…

1
How to Use Process to Create Sustainable Drive (SB1657) 1:07:44

3M ago1:07:44

1:07:44

Ever start a new financial goal feeling unstoppable, only to lose momentum when life gets in the way? Staying motivated isn’t just about working harder—it’s about working smarter. Today, Joe and OG take a deep dive into Dynamic Drive, the key to keeping your financial momentum going without burnout. We’ll break down the seven essential pillars—mind…

1
Yeah, We Overpaid for That (SB1656) 57:43

3M ago57:43

57:43

Ever feel guilty about that $7 airport coffee or the mystery fees that somehow turn your $15 DoorDash order into a $40 financial regret? You’re not alone. This episode, Joe Saul-Sehy is joined by Paula Pant (Afford Anything) and Justin Peters (The Struggle Is Real) to unravel the sneaky ways convenience drains our wallets. In this episode: Airport …

1
Credit Markets: Risks, Rewards, and the Road Ahead | EP181 24:17

3M ago24:17

24:17

In this episode, we discuss credit markets with Brian Carney, lead portfolio manager of the Mawer Global Credit Opportunities strategy. Brian touches on the tightening of credit spreads, risks in the leveraged loan market, and the limited compensation for high-yield bonds relative to their risks. He also reviews concerns about U.S. government credi…

1
The Best Tax Prep Software of 2025 (SB1655) 1:10:05

3M ago1:10:05

1:10:05

Choosing the Best Tax Software for Your Needs Tax season is here—so which software should you trust with your hard-earned Benjamins? Eric Rosenberg from The College Investor joins us to break down the best options, whether you're a side hustler, crypto investor, or just looking for a free filing solution. Will TurboTax take the crown again, or is t…

1
Dream Big, Live Free: Grant Sabatier's Guide to Entrepreneurship (SB1654) 1:20:02

3M ago1:20:02

1:20:02

Ever wondered if working for yourself could be the game-changer your finances need? Grant Sabatier thinks so, and today, he’s diving into the realities of entrepreneurship—from smart strategies to potential pitfalls. Where to start if you’re considering entrepreneurship – Not every side hustle is a winner, so how do you know if this path is right f…

1
The Surprising Benefits of Financial Inaction (SB1653) 1:11:46

3M ago1:11:46

1:11:46

Feeling the pressure to constantly tweak your investments? Today, we uncover the surprising benefits of financial inaction with insights from CFP Dana Anspach, Len Penzo, and OG. We dive into the wisdom of sometimes doing nothing—because, as it turns out, sitting on your hands (financially speaking) can be a power move. Why lazy portfolio managemen…

1
Our Top 5 Favorite Parts of a Well-Crafted Financial Plan SB1652 1:12:01

3M ago1:12:01

1:12:01

A great financial plan isn’t just about numbers—it’s about creating a roadmap that turns dreams into reality. Today, Joe and OG take a trip down memory lane, reflecting on their favorite parts of building a great financial plan. Whether you're tackling long-term goals, fine-tuning your tax strategy, or simplifying complex decisions, they’ll walk yo…

1
Your Path to a Cost-Effective Car SB1651 1:14:37

3M ago1:14:37

1:14:37

Ever felt overwhelmed by buying a car or managing your time? You’re not alone. Today, we tackle both topics with expert insights and a few unexpected surprises along the way. Car buying decoded – Joe sits down with Phil Reed, Senior Consumer Editor at Edmunds, to break down the best strategies for buying new or used cars, leasing vs. buying, and ne…

1
What's In Your Financial "Go Bag"? SB1650 58:08

3M ago58:08

58:08

If disaster struck tomorrow, would your financial essentials be ready to grab and go? Today, Joe—along with contributors Paula Pant from Afford Anything, Jesse Cramer from Personal Finance for Long-Term Investors, and our resident expert OG—assemble the ultimate financial go bag. Meanwhile, Doug handles his usual duties as announcer, trivia master,…

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Mawer Investment Management Podcasts

Podcasts Worth a Listen

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