The Exchange
How do long-term decisions actually get made? The Exchange is a podcast about the thinking behind investing, leadership, and institution-building at scale. Set inside Mubadala — a $385 billion global sovereign investor active in over 80 countries, from the energy transition to the AI revolution — the series goes beyond the headlines to explore honest conversations with leaders on how they navigate volatility, identify generational value, and build institutions designed to outlast the business cycle.
The Exchange
Latest Episodes
Luca Molinari: How Smart Capital Stays Patient
Private equity today is shaped by a very different set of realities than it was a generation ago. Our Co-CEO of Private Equity, Luca Molinari, reflects on how the industry has evolved from a model driven largely by transactions and ...
Carlos Obeid: Value Beyond Numbers
What does financial discipline look like when an institution scales from millions to hundreds of billions?In this episode of The Exchange, Carlos Obeid, Chief Financial Officer at Mubadala, shares how financial strategy evolves alongside...
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Khaled Al Shamlan Al Marri: The Risk Castle - Discipline, Humility, and Long-Term Investing
What does disciplined investing look like when essential real assets and resilience sit at the heart of your strategy?In this episode of The Exchange, Khaled Al Shamlan Al Marri, CEO of Real Assets at Mubadala, explains how infrastructur...
Waleed Al Mokarrab Al Muhairi: How to Build a Conviction-led Investor
What does conviction-led investing look like when the responsibility spans decades, not quarters?Waleed Al Mokarrab Al Muhairi is Mubadala’s Deputy Group CEO and a key voice behind the institution’s long-term investment s...
