Mubadala

The Exchange

Business EN ↓ 5 episodes

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.

Author

Mubadala

Episodes

Derek Rozycki: What Makes a Better Investment Decision? 24.06.2026 38:18

The best investment decisions often come from asking broader questions. In this epsiode of The Exchange, Derek Rozycki, Head of Responsible Investing at Mubadala, reflects on how investing has evolved over the past two decades, and why long-term performance increasingly depends on understanding a wider range of risks and opportunities beyond traditional financial metrics. Derek shares how Mubadala...

Luca Molinari: How Smart Capital Stays Patient 16.05.2026 34:22

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 financial engineering to one increasingly focused on operational partnership, long-term value creation, and resilience through cycles. Luca shares how Mubadala approa...

Carlos Obeid: Value Beyond Numbers 15.04.2026 26:52

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 institutional growth, and how the role of a CFO extends far beyond reporting into shaping capital allocation, governance, and long-term resilience. Carlos expla...

Khaled Al Shamlan Al Marri: The Risk Castle - Discipline, Humility, and Long-Term Investing 19.02.2026 33:59

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 infrastructure and real estate serve as the stabilizer within a diversified global portfolio, delivering consistent returns through structured risk, cash flow visibility, and...

Waleed Al Mokarrab Al Muhairi: How to Build a Conviction-led Investor 16.01.2026 42:18

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 strategy. In today’s episode of The Exchange , he reflects on his journey alongside Mubadala’s evolution from its early foundations into a globally active investment institution....