A(z) Investors Chronicle csatorna legjobb podcastjai (2024)

1
A new investing world & cocoa inflation: The Companies and Markets Show 35:05

1d ago35:05

35:05

Associate editor James Norrington starts the show, covering this week’s Big Read. He and Dan unpack inflationary vs deflationary forces in Western economies and what it means for stock picking and building portfolios. Madelaine Apthorpe is then in the hot seat instead of behind the soundboard to discuss her investigation into cocoa inflation and th…

1
Portfolio Construction: How to build a diversified investment portfolio using mutual funds 20:28

2d ago20:28

20:28

Take control of your investments! Listen to Chinenye Peters, Head, customer Experience, Coronation Asset Management and Somken Jipreze, AL/Portfolio Manager at Coronation Asset Management to learn how to construct a diversified portfolio using mutual funds to achieve your long term financial goals. Ready to construct your portfolio? Send an email w…

1
Navigating the Journey of Becoming a Successful Investor: From Rookie to Pro 15:19

2d ago15:19

15:19

Tune in as Jibola, Odedina, Managing Director of Coronation Securities Limited, and Chinenye Peters, Head of Coronation Asset Management provide their expert insights and practical tips to elevate your investing skills. From setting clear financial goals to avoiding common investment pitfalls, we've got you covered.…

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The Risk Takers: The Art of Risk Management (ft. Hatem Mustapha, Co-Head of Global Markets at Societe Generale) | Portfolio, Volatility 34:55

3d ago34:55

34:55

What kind of risk taker are you ? Imagine being presented with a choice: receive $100 with 100% certainty or take a chance on $200 with 50% probability. Do you dare to take a leap of faith, or do you play it safe? The answer may reveal more than you think. Risk aversion is ingrained in our human heritage. Our ancestors who took excessive risks did …

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‘Our products are evolutionary, not revolutionary’: Lee and the IC 34:34

1d ago34:34

34:34

This month, Alex and Lord Lee are joined by the CEO of Ampario, Richard Edwards. Ampario is an Aim-traded natural feed additives group, a niche business but one that exports its products to over 80 countries and has been held by Lord Lee for 14 years. In the episode, the trio discuss the ins and outs of running an Aim company, why Lord Lee believes…

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Investing for children, healthcare Reits & China’s stimulus: The Companies and Markets Show 31:33

10d ago31:33

31:33

This week’s episode begins with a property leaser to the healthcare sector, Life Science Reit (LABS). Property writer Natasha runs through the results, where the chief exec is focusing and whether a takeover is on the cards. It’s then onto our latest Big Read on investing for your children. From the best accounts to use, the top funds to pick, and …

1
Sustainable Wealth Creation Across Generations 41:15

11d ago41:15

41:15

Will your kids inherit stress or success? Delve deeper into practical strategies for ensuring your wealth transcends generations. Listen to Ifeyinwa Uwefoh, Head of Private Banking, Coronation Merchant Bank and Yemi Sadik- MD, Coronation Trustees uncover strategies to build sustainable wealth succession across generations. Ready to plan for your fa…

1
Partner Content: Political power plays & market reactions 15:11

14d ago15:11

15:11

In this podcast episode from The Brunner Investment Trust, Co-lead Portfolio Manager Julian Bishop and host Joe Lynam navigate the choppy waters of national politics and their ripple effects through global markets. With the recent political changes in the UK and the much-anticipated US presidential election, what can investors expect from the stock…

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How to fix the UK pensions problem & a swathe of takeover bids: The Companies and Markets Show 38:05

17d ago38:05

38:05

We start with Smiths Group’s (SMIN) results. The engineering giant’s figures missed expectations, but could new acquisitions and an updated cost-saving plan bring things back? Michael Fahy reports. Our Big Read this week is on pensions. We all know what they are, but there’s much more that could be done for savers and perhaps for the wider economy …

1
NatWest, British American Tobacco and two new deals: The Companies and Markets Show 32:25

24d ago32:25

32:25

Jemma Slingo is up first to discuss the fate of NatWest (NWG). Jemma and Dan unpack how well hedged the business is against falling interest rates, its share buyback plans and more. It’s then on to one company from our Income Majors special report: British American Tobacco (BATS). Like most tobacco stocks, BAT is in the firing line from the Labour …

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#152 The Dyslexic Investor, Edward Keelan, on Dyslexic Stereotype, Problem-solving and Family Support 1:50:45

25d ago1:50:45

1:50:45

In this episode of The Dyslexia Explored Podcast, host Darius Namdaran sits down with Edward Keelan, a partner at Octopus Ventures. Edward opens up about his early diagnosis with dyslexia and how he navigated the challenges in both education and his tech career. From organizing charity fundraisers to landing pivotal roles at Rolls Royce and becomin…

1
Our favourite 50 funds and Trustpilot: The Companies and Markets Show 33:43

1M ago33:43

33:43

We begin with Trustpilot (TRST), whose shares shot up 10 per cent in the past five days. Its software as a service (SaaS) is AI-enabled but should it be seen as a marketing or tech business? Jennifer Johnson runs through the long-term prospects inventors need to consider. Dave Baxter joins to chat about the 2024 edition of the IC’s Top 50 Funds lis…

1
What investors can do with takeover cash: Lee and the IC 31:43

1M ago31:43

31:43

Lee and the IC is back after its summer hiatus with the latest updates to Lord Lee’s portfolio. Armed with the proceeds of a takeover, Lord Lee has spent the last few months topping up some existing holdings and running the slide rule over several British value opportunities, including a media conglomerate and a global shipping firm. John and Alex …

1
The Original Sin of Sovereign Debt: Budget deficits & Debt crisis (ft. Anatoli Annenkov) | Public Finances, Sustainability 23:05

1M ago23:05

23:05

$25 trillion ! This is the sum injected into the economy by Governments and Central Banks to protect a significant portion of the global economy during the Covid crisis. Where does this funding come from, and what are the impacts of such government spending? Is this strategy sustainable in the long term? These are important questions to consider, p…

1
Investing in insurers, Nvidia and BHP: The Companies and Markets Show 34:53

1M ago34:53

34:53

Alex Hamer unpacks the results from Australian mining giant BHP (BHP). It reported higher earnings in the 12 months to June thanks to record copper prices and a relatively stable iron ore market, its biggest market. Alex shares what investors should expect going forward. Alex Newman, the author of this week’s cover feature on insurance stocks, join…

1
Hargreaves’ takeover, Costain and the North Sea: The Companies and Markets Show 35:22

2M ago35:22

35:22

We begin with construction firm Costain (COST), which recently announced a £10mn buyback. Mark Robinson weighs in on its latest results and more. It’s then on to Hargreaves Lansdown (HL). Val Cipriani covers the proposed takeover and what it means for those who use the platform. Julian Hofmann also unpacks the company’s results and the impact on sh…

1
Partner Content: With the UK elections behind us, who holds the power? 16:32

2M ago16:32

16:32

Who holds the power: the government or the market? In this episode of the ‘A Value View’ Podcast, portfolio manager Simon Gergel discusses the aftermath of the recent UK election, marked by a significant Labour victory. He explores the UK stock market response and highlights where opportunities are being found today. Listen in now to find out more …

1
Google, Aviva, and financial services: The Companies and Markets Show 50:07

2M ago50:07

50:07

We begin with life insurer Just Group which raised its profit outlook after corporate pension deals boomed. Julian Hofmann unpacks the recent results and discusses whether the shares offer value and how the business might expand. Another insurer's results, Aviva (AV), follows. Mark Robinson and Julian talk about what the business is doing right and…

1
#151: The Dyslexia Journey: Chronicling Life with Dyslexia with Sonya and Nick Solter 44:42

2M ago44:42

44:42

In this episode of the Dyslexia Explored Podcast, host Darius Namdaran interviews Sonya and Nick Solter, parents of a dyslexic teenager and creators of 'The Dyslexia Journey' YouTube channel and podcast. They discuss their experience with their daughter's dyslexia, the reasons behind starting their own podcast, and the challenges they've faced. Son…

1
‘Buybacks are more interesting than dividends’: Charlotte Cuthbertson of Migo Opportunities 30:30

2M ago30:30

30:30

Dave Baxter is joined by one of the managers of Migo Opportunities Investment Trust, an unusual fund which exploits valuation anomalies and discounts in other investment trusts. Dave and Charlotte discuss where she looks for opportunities, interesting asset classes and the reason that share buybacks turn the trust’s head more than dividend increase…

1
How to retire early, Glencore and Deliveroo: The Companies and Markets Show 36:20

2M ago36:20

36:20

We begin the episode with commodity trading and mining company Glencore (GLEN). Alex Hamer unpacks a busy week, including everything from the cancellation of the coal demerger to the company’s copper prospects in an environmentally conscious world. Val Cipriani discusses our cover feature on the often much-desired topic: retiring early. It doesn’t …

1
Decoding Oracles w/ Angus Tookey (CMO @ Chronicle Labs) 49:08

2M ago49:08

49:08

In this episode of Mark sits down with Angus, the CMO at Chronicle Labs, to explore the crucial role of oracles in the blockchain ecosystem. As a spinoff from MakerDAO, the creator of DAI, Chronicle Labs is at the forefront of blockchain infrastructure. With extensive experience working with oracles and marketing platforms such as Telos, Angus brin…

1
Boosting your portfolio, St James’s Place and rising stars: The Companies and Markets Show 32:42

2M ago32:42

32:42

We’re in the thick of results season but that doesn't stop our hardworking journalists from providing a deep dive into the top stories of the week. We begin with St James’s Place (STJ), which recently released results. The financial advice company announced an ambitious £500m cost-saving programme, a figure that turned many heads in the City. Julia…

1
REPLAY · Lose Yourself in Sports (Part 1): How Game Changers changed the Game | Impact and Sustainable Solutions of the Sports Industry 18:37

2M ago18:37

18:37

Part 1 of the episode. Don't miss Jonny Wilkinson's interview in Part 2. “You only get one shot, do not miss your chance to blow. This opportunity comes once in a lifetime”. In this episode about sports, these lyrics from Eminem’s hit song ‘Lose Yourself‘ resonate deeply. Throughout History, from civil rights to diversity and inclusion, sports have…

1
REPLAY · Lose Yourself in Sports (Part 2): Interview with Jonny Wilkinson, England Rugby Legend | Challenging Limits & The Power of Will 19:39

2M ago19:39

19:39

Part 2 of the episode. We recommend you listen to Part 1 if you haven't already. “You only get one shot, do not miss your chance to blow. This opportunity comes once in a lifetime”. In this episode about sports, these lyrics from Eminem’s hit song ‘Lose Yourself‘ resonate deeply. Throughout History, from civil rights to diversity and inclusion, spo…

1
Considerations when Creating Liquidity w/ Mathias Beke (Cofounder @ Kairon Labs) 44:35

2M ago44:35

44:35

On this episode, Mark sits down with with Mathias Beke, founder of Kairon Labs, one of the top market makers and liquidity providers in the crypto space. Mathias shares his journey from starting Kairon Labs to becoming a key player in token launches, liquidity, and market making. Discover how Kairon Labs navigates market sentiment, selects projects…

1
‘AI is going to split the market in two’: James Cook of JPMorgan Global Growth & Income 41:01

3M ago41:01

41:01

In this IC Interviews podcast, Val Cipriani is joined by James Cook, manager of JPMorgan Global Growth & Income. As the only global and global equity income investment trust trading at a premium, it is keeping investors happy with its approach. Val and James discuss how this has happened, the future of semiconductor stocks, how AI will change the m…

1
Investing legends, Rentokil and AstraZeneca: The Companies and Markets Show 37:15

3M ago37:15

37:15

We begin with Mark Robinson who covers pest control business Rentokil (RTO) which saw a double digit surge in its share price after rumours of private-equity takeovers began swirling. It’s then on to this week’s cover story by James Norrington on the investing greats and how investors can apply their wisdom to their own portfolios. Jennifer Johnson…

1
#150: Dyslexia: Cultivating Belongingness at Work with Donna Stevenson 1:41:50

3M ago1:41:50

1:41:50

In this episode of 'Dyslexia Explored,' host Darius Namdaran is joined by Donna Stevenson to delve into the journey of supporting neurodivergent individuals. They explore strategies across various life stages, from childhood to adulthood, including early indicators and practical methods for dyslexic adults. The discussion highlights the transformat…

1
Water stocks, sports brands & Baille Gifford: The Companies and Markets Show 39:49

3M ago39:49

39:49

This week, the IC team touch on everything from everything from water company share prices to the state of play in the sports brands industry, and Baillie Gifford’s investment trusts. Alex Hamer unpacks Ofwat’s regulatory crackdown and what reforms mentioned in the King’s Speech will mean for companies such as Pennon (PNN), United Utilities (UU) an…

1
‘It’s a fantastic environment for shorting’: Chris Tennant of Fidelity Emerging Markets 31:51

3M ago31:51

31:51

In the latest episode of IC Interviews, Dave Baxter sits down with Chris Tennant of Fidelity’s Emerging Markets Trust. The pair cover everything from stocks Taiwan Semiconductor (TSMC) and Nasper (JSE: NPN) to the opportunities for shorting in China and areas believed to be the home of future emerging markets. Timestamps 1:00 Stocks in portfolio & …

1
Best 50 ETFs, housebuilders & student Reits: The Companies and Markets Show 39:10

3M ago39:10

39:10

The episode begins with Alex discussing the housebuilding sector. He and Dan unpack Barratt’s (BDEV) recent trading update, whether investors should expect more M&A, and planning proposals from the new government. Julian follows up by analysing student accommodation provider Unite’s (UTG) seemingly positive trading update. He explores the investmen…

1
The Nuclear Debate: Fears, Facts and “Fission” | Carbon-free Energy, Sustainable Finance 25:56

3M ago25:56

25:56

Is nuclear power the key to a carbon-neutral future or an accident waiting to happen? Non-hydro renewables such as wind and solar are predicted to play a major role in the future. However, one of these energy solutions has divided public opinion more than others. To mention the name "nuclear" is to conjure up the boogie man or "he who must not be n…

1
Baltic Classifieds, ActiveOps & outsourcers: The Companies and Markets Show 27:20

3M ago27:20

27:20

We begin the show with Jemma Slingo who covers results at Baltic Classifieds (BCG), the largest internet services provider for the Baltics. The business has a dominant position in the housing and car listings market, making it a similar company to the UK’s Rightmove and Auto Trader. Dan and Jemma unpack its expansion plans, risks and valuation. Nex…

1
#149: The Dyslexic Painter, Invaluable Mentors and Practical Skills with Josh Wilkins 1:14:04

3M ago1:14:04

1:14:04

In this episode of 'Dyslexia Explored,' host Darius Namdaran talks to Josh Wilkins, the Dyslexic Painter, to explore his journey from the struggles of school life to a successful career in painting and decorating. They discuss the impact of dyslexia on his personal and professional growth, the invaluable guidance of mentors, and the importance of v…

1
'We underestimated tech's potential': Alastair Laing of Capital Gearing Trust 37:37

3M ago37:37

37:37

Dave Baxter hosts Alastair Laing of Capital Gearing Trust, a vehicle which aims to grow but also protect investments over long periods. Often known for its bearish stance, the team at the trust use a combination of bonds, equities and property to position themselves and investors' cash securely in case of rocky market periods. In the episode, Dave …

1
Watches of Switzerland, Volex & CMC: The Companies and Markets Show 26:58

4M ago26:58

26:58

The Companies and Markets Show returns with a look at the prospects for three very different businesses. Retailer Watches of Switzerland (WOSG) had a disastrous start to the year but has shown signs of improvement since. Chris Akers asks if it can weather the luxury goods downturn. Then Jemma Slingo joins the show to examine Aim-listed cable and co…

1
Young’s, conglomerates and the AI split: The Companies and Markets Show 32:25

4M ago32:25

32:25

The latest IC Companies and Markets podcast kicks off with a look at two pubcos hoping to benefit from an upturn in the weather and a summer of sport. Christopher Akers joins the show to examine recent results from Young’s (YNGN) and Fuller, Smith & Turner (FSTA) and asks what the future has in store. Jennifer Johnson then discusses this week’s IC …

1
#148 TikTok, Teaching and Assessing Dyslexia, with Dyslexia! Jo Rees 1:31:09

4M ago1:31:09

1:31:09

In this episode of Dyslexia Explored, Darius Namdaran interviews Jo Rees, a mother, former primary school teacher, and current SENCO who has become a prominent figure on TikTok for her engaging discussions about dyslexia. Jo shares her personal journey, including her late diagnosis of dyslexia, the emotional and practical impacts of her condition, …

1
We’re at the early stages of a UK equity surge: Guy Anderson of Mercantile Trust 41:01

4M ago41:01

41:01

Guy Anderson, fund manager of Mercantile Trust, joins Val Cipriani on the latest IC Interviews podcast. The trust is run by JP Morgan and is built on a bottom-up approach, focusing on quality UK mid-caps with strong cash flows that will accumulate dividends over time. In this episode, the two discuss the drivers behind the trust’s success and inves…

1
Gold, election tax plans & Halma: The Companies and Markets Show 34:05

4M ago34:05

34:05

This week’s podcast begins with Alex Hamer discussing our latest cover feature on the rise of gold and to a lesser extent copper prices. Alex outlines the drivers of these price moves and highlights a variety of companies seeking to take advantage of these trends. Then, in a week when the biggest UK political parties all published their general ele…

1
Hollywood Bowl’s success & National Grid’s £7bn equity raise: The Companies and Markets Show 35:20

4M ago35:20

35:20

Jennifer Johnson begins this week’s podcast by discussing Hollywood Bowl’s (BOWL) results. Jennifer, Dan and Julian weigh in on the company’s successes and growth prospects, the factors underpinning its dividend prospects, and its current valuation case. National Grid (NG.) is next on the roster. Alex Hamer shares how the electricity giant surprise…

1
#147: Hormones' Impact on Dyslexia and ADHD with Annie Hitchman and Nikki Allford 1:35:13

4M ago1:35:13

1:35:13

In this episode of Dyslexia Explored, host Darius Namdaran is joined by Annie Hitchman and Nikki Allford to delve into the impact of hormones on dyslexia and ADHD, particularly in women. They discuss how fluctuations such as menopause and menstrual cycles can exacerbate challenges. The episode also examines how mind mapping can aid individuals with…

1
‘We’re investors, we’re not supposed to mimic benchmarks’: Cathie Wood of Ark Invest 52:03

4M ago52:03

52:03

Known for her ‘active ETF’s’ enormous returns during the pandemic, thanks to big bets on the likes of Zoom and Tesla, Cathie Wood is synonymous with bold investing. But, while she has many accolades, her style and bold takes have not gone without criticism. The fund’s performance has been mixed, witnessing huge swings up and down since its inceptio…

1
Takeovers, activists & AI vs the media: The Companies and Markets Show 23:31

5M ago23:31

23:31

Mark Robinson leads this week’s discussion, beginning with the chaotic week for takeovers, including all the Anglo-BHP drama and Royal Mail owner International Distribution Services’s (IDS) £3.5bn deal. It then moves on to activist investors, discussing Dave Baxter’s article on their role in investment trusts over the past 12 months and whether or …

1
Climate Volatility: From Green Swans to Antifragility | Managing Climate Stress-tests and Financial Risk 20:59

5M ago20:59

20:59

Abraham Lincoln once said, “By failing to prepare, you are preparing to fail”. So why do well-known risk managements models fail to predict major events? Is it possible to know when and where the next crisis will come from? And how can we be better prepared? In this episode of 2050 Investors, host Kokou Agbo-Bloua explores the theory of Black Swans…

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A business on the right side of history: Lee and the IC 43:45

5M ago43:45

43:45

In this episode, Alex and Lord Lee are joined by the chief executive of a company that some have aptly called ‘a John Lee stock’. Louis Hall, founder and CEO of the software solutions company Cerillion has plenty of skin in the game, a quality Lord Lee holds in high accord and has led him to successful investments. Listen to the episode to hear the…

1
#146: Dyslexia Expectations in School and in the Workplace with Dyslexia in Adults Founder Natalie Brooks 1:25:58

5M ago1:25:58

1:25:58

Welcome to this episode of Dyslexia Explored. Today, Darius is joined by Natalie Brooks, a professional who has navigated the complexities of dyslexia throughout her varied career paths. From her early educational experiences to her current role aiding others with dyslexia in their professional lives, Natalie shares insightful stories and practical…

1
Building the ideal portfolio & Experian: The Companies and Markets Show 38:38

5M ago38:38

38:38

We kick off this episode with Julian Hofmann, who gives the rundown on credit data company Experian (EXPN). Whether you’ve checked your credit score on the site or saw television adverts in the early 2010s, you will have heard about the company. Its recent results were very well received and the share price subsequently shot up, but how is the over…

1
#145 Dyslexia Show UK 2024: Workplace Impact 51:50

5M ago51:50

51:50

In this episode of the Dyslexia Explored podcast, join me, your host, as I take you to the Dyslexia Show 2024 in the UK. We interview over 20 participants and attendees about dyslexia in the workplace. This episode delves into how dyslexia impacts professional environments, featuring personal stories and expert insights. We also explore awareness o…

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