Episode 1: Bonus Special Episode - The Long and Short of It with Ian McKnight: 2026 Outlook and Musings
The Fiftyfaces PodcastShow Notes
This inaugural episode of The Long and Short of It with Ian McKnight kicks off with a reflection on a news-filled Christmas period where geopolitics started the year in explosive fashion and markets started to digest the aftermath.
Today's episode features Aoifinn Devitt, Senior Investment Advisor at Moneta, as a guest and we discuss topics as diverse as the impact of geopolitics, UK growth, interest rates and the need for the triumph of hope over nihilism!
We conduct a health check on US equity markets, looking at valuations and of course the Mag 7, tracing their fortunes along the course of the year, and check in on how stocks such as @tesla have forged their own path and how the "average may lie" when it comes to both earning expectations and returns
More from The Fiftyfaces Podcast
Vadim Grigoryan describes himself as a craft marketer that has grown from a rocket scientist. He focuses on growing brands as “cultural agents” and in building meaning through art, culture and tech in an entertaining way. He focuses in marketing on High Quality, High Aesthetics and High Status. We were both at INSEAD together, and we recently reconnected when he invited me to a book launch for his book, Art Thinking. In the book stresses the value of non-aesthetic inspiration from artists like Marcel Duchamp and the necessity of friction and discomfort for innovation. Gregorian believes that cultural capital is a faster social elevator than financial capital.
Christian Abuide is a macro portfolio manager and asset allocation consultant. At the time of recording he was based in Geneva but he has recently moved to Abu Dhabi where he is continuing to advise on multi-asset allocation and wealth tech solutions.
Anastasia Amoroso is a Managing Director and Chief Investment Strategist at Partners Group. In this role, she provides macroeconomic, private markets, and portfolio management insights to investors. She joined Partners Group from iCapital, where she served as Chief Investment Strategist for the prior four years.
Joey Mason is a Venture Partner in Life Sciences at Claret Capital Partners where he has been since September 2024. He has over 30 years’ experience in the sector, and has significant experience in most segments of the Life Sciences industry – medtech, pharma/ biotech, diagnostics, health IT and techbio. He has served on the boards of 20 private and public companies in Ireland, Europe and the USA.
In this bonus podcast we bring you a short conversation with long-term guest and supporter of Fiftyfaces - Jenny Segal, who has just published her sixth book On Motivation - The Blueprint for Success, which is being launched today - October 6, 2026. I