Without Boundaries
Podcast Description
Welcome to Without Boundaries, a podcast from Russell Investments—where we go behind the portfolios to talk to the investors and thinkers who shape how markets move in the real world.
At Russell Investments, we know that the best ideas don’t come from a single source. That's why we look far and wide—spanning markets and asset classes around the world—to find the most compelling managers and insights. These are their stories.
Podcast Insights
Content Themes
The podcast focuses on themes related to global markets, investment strategies, and economic insights, with episodes such as Tariff Trades and Shark Tales examining the impact of political events on trading practices and That Crazy Aussie Shop highlighting unconventional paths to investment success in the bond market.

Welcome to Without Boundaries, a podcast from Russell Investments—where we go behind the portfolios to talk to the investors and thinkers who shape how markets move in the real world.
At Russell Investments, we know that the best ideas don’t come from a single source. That’s why we look far and wide—spanning markets and asset classes around the world—to find the most compelling managers and insights. These are their stories.
In this episode of Without Boundaries, Jon Eggins sits down with Kirsten Bartok Touw, Co-Founder and Managing Partner at New Vista Capital, to explore investing at the intersection of aerospace, defense and emerging technology. Drawing on decades of experience spanning Silicon Valley, Washington D.C. and private markets, Kirsten shares how investors can identify transformative technologies before they become mainstream. She explains why understanding both technological development and government priorities is critical in sectors such as defense and space. Topics include: • How investors identify emerging opportunities in aerospace, defense and space • The rise of ”neo-primes” and the changing defense innovation ecosystem • Why space is becoming critical infrastructure for communications and data • How to evaluate technology readiness and avoid investing too early • Lessons learned from backing founders building transformational businesses

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