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EW&L's Tim Whybourne sat down with Mark Arnold and Jason Orthman, CIO and Deputy CIO of Hyperion Asset Management, to talk through what may be the most consequential investment backdrop of our careers.

Hyperion manages over $13 billion with a single conviction: find companies that compound earnings at double-digit rates and hold them long enough for the market to agree. In practice, that requires a pain tolerance most investors don't have.

In this episode, Mark and Jason make the case that quality growth stocks, the ones most people think are expensive, are deeply undervalued on a 10-year view. They walk through how they repositioned ahead of the SaaS unwind, why they see AI as a structural shift rather than a theme, and what it means to own the full stack rather than bet on individual applications.

Their forecast: 25% EPS growth across the portfolio. The current drawdown, in their view, is the entry point.

Disclaimer:
The information in this podcast series is for general financial educational purposes only, should not be considered financial advice and is only intended for wholesale clients. That means the information does not consider your objectives, financial situation or needs. You should consider if the information is appropriate for you and your needs. You should always consult your trusted licensed professional adviser before making any investment decision.

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In this episode of The Exchange, Charles Troian sits down with Sueann Yeo, Managing Director and Head of Asia-Pacific Private Wealth Client Relations and Capital Raising at EQT, one of the world’s leading private markets investment firms.

Sueann shares insights into EQT’s investment philosophy and how the firm’s Nordic heritage of active ownership shapes its approach to building better businesses through operational improvement and long-term value creation. She also discusses the growing role of private wealth in private markets and how platforms such as EQT Nexus are expanding access to institutional-quality private equity strategies for individual investors.

The conversation explores the structural opportunities EQT sees across Europe and Asia, why complexity and fragmentation can create attractive investment opportunities, and how investors should think about incorporating private markets into long-term portfolio construction.

For investors seeking global diversification and exposure to private markets, this episode offers a thoughtful perspective on where opportunities may lie in the next phase of the asset class’s evolution.

Disclaimer:
The information in this podcast series is for general financial educational purposes only, should not be considered financial advice and is only intended for wholesale clients. That means the information does not consider your objectives, financial situation or needs. You should consider if the information is appropriate for you and your needs. You should always consult your trusted licensed professional adviser before making any investment decision.

Let us know your thoughts, questions, and who you want to hear from next!

EW&L's Tim Whybourne sat down with Libby Cantrill, Managing Director and Head of Public Policy at PIMCO, one of the most sought-after voices at the intersection of Washington and Wall Street.

With $2 trillion under management and 20 years translating political complexity into investment insight, Libby doesn't deal in noise. She deals in signal.

In this conversation, Tim and Libby covered:

→ Why markets consistently misread Washington's power structure

→ The Iran conflict and what elevated oil prices mean for the US consumer

→ America's $36 trillion debt problem and the 2033 inflection point nobody is talking about

→ The 2026 midterms and the single variable that matters most to markets

→ Why China's technological ambition is the underpriced geopolitical risk of our time

One of the most substantive macro conversations we've had on the show. Essential listening for anyone serious about understanding how policy shapes portfolios.

Disclaimer:
The information in this podcast series is for general financial educational purposes only, should not be considered financial advice and is only intended for wholesale clients. That means the information does not consider your objectives, financial situation or needs. You should consider if the information is appropriate for you and your needs. You should always consult your trusted licensed professional adviser before making any investment decision.