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 David Foley, Senior Managing Director and Chief Executive Officer of Blackstone Energy Partners, to explore how private capital is helping meet one of the defining challenges of our time: rising energy demand.With three decades at Blackstone, David shares how private equity has evolved from generalist investing to deep sector specialization, and why maintaining a competitive edge is more important than ever in a crowded market.
The conversation also looks at the growing gap between electricity supply and demand, driven by data centers, reshoring of manufacturing and years of underinvestment in infrastructure. David explains how these dynamics are creating opportunities across the energy ecosystem, and how public-private partnerships are playing a critical role in delivering large-scale energy infrastructure.Topics include:• How private equity has evolved and why specialization is now essential• What is driving the renewed growth in electricity demand• Why underinvestment in the grid is creating structural opportunities• The role of private capital and public-private partnerships in building energy infrastructure• Real world examples of investing across the energy transition

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