Shows
Money Clinic with Claer BarrettInvestment Clinic: I’m 29 – should I still be taking stock tips from my dad?Matt started investing at just 22 with the help of his financial adviser father. Now, at 29, and with a wedding on the cards, he’s got an extra reason to be diligent about his money. Some of Matt’s stock picks (such as Glencore) haven’t been performing as he might like. Is it time to leave stock-picking behind, and focus on a more diversified approach?Presenter Claer Barrett is joined by Adam Walkom, the co-founder of Permanent Wealth Partners, and Investors’ Chronicle editor Taha Lokhandwala, to discuss Matt’s situation. Adam and Taha disagree on the merits of...
2025-03-2528 min
Money Clinic with Claer BarrettInvestment Clinic: I'm 67 - will US stocks crash my retirement?Sixty-seven-year-old Paul invests using index funds. Over the years, his exposure to US tech stocks has helped him build up a sizeable retirement pot — but recent stock market volatility is making him worry.Now that he’s no longer working, Paul wonders if he should diversify into other equity markets, consider buying bonds, or an annuity. But he is finding this is hard to do without looking at the bigger picture of his finances in retirement.Financial Times consumer editor Claer Barrett is joined by Adam Walkom, co-founder of financial planning firm Permanent Wealth Part...
2025-03-1124 min
Money Clinic with Claer BarrettInvestment Clinic: the high earner taking stock tips from ChatGPTTwenty-nine-year-old Faye has made some sensible investing decisions and … some more outlandish ones. Should this high-earning City worker, who’s dabbled in everything from cryptocurrency to novelty number plates, get a little bit more serious about how she invests? Presenter Claer Barrett, the FT’s consumer editor, is joined by Adam Walkom, co-founder of financial planning firm Permanent Wealth Partners, and Nimesh Shah, CEO of accountancy firm Blick Rothenberg. They speak to Faye about tax-efficient vehicles (such as like venture capital trusts), the six-figure salary tax trap, and why there’s nothing wrong with having a bit of fun investing...
2025-03-0430 min
The Plan for Happy PodcastLabour’s tax policy predictions with Nimesh Shah, CEO of Blick RothenbergToday’s discussion looks at the prospect of a Labour Government in the UK and what it means for taxation policy.I am joined by Nimesh Shah, CEO of Blick Rothenberg, a chartered accountants and tax advisory business. Nimesh and I dig into the announcements, rumours and reports on what we can expect potentially in a few months time. In detail we discuss.The situation for non-doms and how recent announcements have already caused a stir;How being a Landlord cannot get much worse;The potential for small business to benefit;
2024-04-2348 minThe Plan for Happy PodcastAbraham Okusanya: The best way to draw a retirement incomeToday’s special guest is Abraham Okusanya, author of “Beyond The 4% Rule” and founder of Timeline portfolios. Abrahams’ firm Timeline now has over £4bn in assets in the portfolio and Why index investing just takes market worry away.How the technology revolution is only just beginning for individual investors.What the best way to draw your retirement income is – focusing on different amounts at different times. I hope you enjoy my conversation with Abraham
2024-03-2650 minThe Plan for Happy PodcastInheritance tax planning with Nick Bird of Triplepoint.Today’s discussion is with Nick Bird, Senior Business Development Manager at Triplepoint. If you’ve got older parents you won’t want to miss this episode. Planning for inheritance tax is some of the easiest most cost-effective planning you can do as you can easily measure how much tax you can save by make a few decisions. In this discussion, Nick & I look into inheritance tax planning and discuss:Why is estate planning so important? The concept of Business Property Relief and how tax policy encourages investments into UK companies...
2024-02-2045 min
Money Clinic with Claer BarrettThe bonus secrets of Financial Times readersThis bonus season, will the UK’s top earners invest their payouts tax-efficiently into pensions and Isas, or use them to pay down debts? In this episode, Money Clinic host Claer Barrett and FT communities editor Lucy Warwick-Ching discuss key findings from nearly 3,000 responses to the FT’s annual anonymous bonus survey. They are joined by Nimesh Shah, the tax expert and CEO of advisory firm Blick Rothenberg, and financial planner Adam Walkom, partner at Permanent Wealth Partners and author of Plan For Happy. Even if you’re not lucky enough to receive a bonus this year, learning what other...
2024-02-2024 minThe Plan for Happy PodcastAdam Walkom – Author of Plan for Happy: A step-by-step guide to growing your money.Today’s edition features a special guest, someone very familiar to the podcast… Adam Walkom! Our usual host is sat in the other seat this week, as his colleague, friend and fellow partner at Permanent Wealth, Adrian Johnson, takes the reins. Adam is in the hot seat to discuss his new book, Plan for Happy: A step-by-step guide to growing your money. His aim with this book is to work directly with the reader and take them through the financial planning process – from understanding their financial history, to setting long-term goals and everything in between. Adam als...
2024-01-181h 04The Plan for Happy PodcastEd Conway – Author of Material WorldEd Conway – Author of Material World – on the 6 materials that we need to power the modern world. Today’s guest is Ed Conway – economics editor at Sky News – but also author of a fantastic book – Material World. Material World explores in detail the 6 basic materials that the modern world needs to overcome all it’s problems. From feeding 7+ billion people, to building semiconductors and solving climate change. To do all of that, we are going to need MORE of these materials and not less, as some of the extreme fringe of society hope for...
2023-12-0554 min
The UK Personal Finance Show ~ Pensions, Investment, Savings and Insurance.Ep 165 - Plan for happy: A step-by-step guide to growing your moneyWe are joined on this podcast episode by Adam Walkom who discusses his new book which is out this week. The book takes the reader through the financial planning process and in this episode we also touch on how financial planning can help you reach your short, medium and longer term goals.It is important to take professional advice before making any decision relating to your personal finances. Information within this podcast is based on our current understanding and can be subject to change without notice and the accuracy and completeness of the information cannot be guaranteed...
2023-11-2740 min
What a Great PunkEpisode 325: What’s Meow in French? feat. Athina and Adam from Gut HealthWe recently caught up with the Gut Health crew at SXSW Sydney and decided that we simply must have them back on the pod! In this episode we chat about what's coming up for Gutties, expanding the lore, looking fly on the plane, how being bad at music helps you write good songs, and play a new game called, "Jingle on the Spot". Tickets to all our AU, UK and EU shows are available now: https://tnsw.co/tourShout outs @gut___health, and cheers @younghenrys for supporting the podSign up to...
2023-11-1258 minThe Plan for Happy PodcastCaspar Harvard-Walls of London’s Black Brick – Property Consultants & Buying AgentsAfter reading Law at university, then some time in the hospitality industry Caspar was drawn to the Central London Residential Real Estate market. He kicked off his property career with Foxtons before moving from being a sales agent to being a buying agent with Black Brick. Our discussion covers:The role of a residential buying agent as a relatively new service;An update on the London residential market generally;How the fast and significant rise in interest rates in the last twelve months has impacted buyers and what tactics are being deployed;What the m...
2023-11-0829 minThe Plan for Happy PodcastJared Dillian – Author and InvestorIn this episode I talk with Jared Dillian, author, investor and market newsletter writer of the Daily Dirtnap. He also is a regular contributor to Bloomberg, MSNBC, NY Times and LA times. I have followed Jared for years through his daily market newsletter and he has a unique insight into what moves markets. Jared has also just released his fourth book called “No Worries: How to live a stress-free financial life”. Pre-order is available on the link below. In this episode Jared and I discuss:How markets are driven by what g...
2023-10-1145 min
2historyków1mikrofon161. Historia w cieniu wyborów parlamentarnychNasze spotkanie zaczęliśmy od rozważań poświęconych makaronowi. Płynnie przeszliśmy do refleksji nad wartością publicznych prezentacji prowadzonych badań. W ramach ciekawostek pierwszy z nas przedstawił wydarzenia dowodzące w jednej z kronik wartości wspólnoty pewnego ludu przeciwstawionej walkom o władzę dwóch stronnictw politycznych. Drugi z nas przedstawił historię makaronu i konsekwencje walki politycznej o makaron. W ramach lektur pierwszy z nas przedstawił wyczerpujące opracowanie relacji człowieka z niedźwiedziem. Drugi z nas omówił wydany przez IPN album prezentujący zdjęcia zbrodni popełnionych w Polsce przez okupantów w latach 1939...
2023-10-051h 08The Plan for Happy PodcastWhen is inflation coming down with Oliver Rust at TruflationToday my special guest is Oliver Rust, Business Development at Truflation. If you haven’t heard of Truflation you’re in for a treat. Truflation effectively scrapes the internet for prices on a daily basis and comes up with their own version of what they think is happening in the REAL world in inflation and prices. And the difference between their view and the official CPI version of inflation is striking. In this investigation of past, present and future inflation, Oliver and I discuss:• What Truflation is and what the key problem...
2023-07-2047 minThe Plan for Happy PodcastNick ColasWelcome back! Today my guest is Nick Colas, co-founder of the excellent DataTrek Research. DataTrek Research write a daily investment newsletter which I read religiously and I have found Nick and his co-founder Jessica to be two of the smartest people in markets who use data to understand both short-term market issues, but also give insight into long-term market trueisms. In this investing tour-de-force, Nick and I cover the following topics:What we historically need to have to fix the current inflation issue (hint: it rhymes with “Succession”)What really drives stock markets higher and t...
2023-06-3056 minThe Plan for Happy PodcastEIS investing with Kealan Doyle, CEO of Symvan Capital.Join Kealan and I for a fascinating conversation where we delve into the world of EIS and Venture investing. EIS is Enterprise Investment Scheme which is UK tax structure that allows tax relief for direct investment into smaller, growing UK companies. Kealan and I discuss• How, and why, EIS investing is different to VCT investing and how it has evolved over the years.• Their buying process, what they look for and what rules companies out for them;• What are the key lessons Symvan has learned from their failed investments;• What impact the Macro environment has on their target companies...
2023-04-2843 minWhat a Great PunkEpisode 273: Freak Magnet feat. Athina and Adam from Gut HealthNaarm/Melbourne post-punx, Gut Health, are on tour with us at the moment and we had a chat before our sold out Northcote Social show this week. We discussed getting stuck in toilets, getting stung by wasps, petting kangaroos, Gut Health's sketchy camping experience after our NSW shows last weekend, and how they started their band focusing on being a live act over recording.Shout outs @gut___health — and @younghenrys for getting behind the pod!Get tickets to our tour here: https://tnsw.co/tourSign up to our Patreon for a bonus po...
2023-04-2352 minThe Plan for Happy PodcastVenture investing with Ian McLennan, Partner and Head of Ventures at Triple Point.Join Ian and I for a fascinating conversation where we delve into the world of venture investing and VCTs. Ian and I discussWhy Triple Point focus on seed-stage investing;The unique difference on UK venture investing vs the US;Their buying process, what they look for and what rules companies out for them;What impact the Macro environment has on their target companies; And make sure you listen to the end where Ian describes his key learning from investing in smaller companies. I hope you enjoy my...
2023-03-0840 minThe Plan for Happy PodcastCurrent State of the UK Mortgage Market with Expert Elena Todorova.In this episode, I’m again speaking to my favorite mortgage expert Elena Todorova. Elena and I discuss the state of the UK mortgage and property market. We get into the details of:What mortgage deals are currently available;Which way rates are heading and what the mortgage providers want to see;The state of the UK property market. Which sector is strong and which sector is weak; And if you listen to the end you will hear Elena discuss the fastest-growing sector in the mortgage market – equity...
2023-02-1443 minThe Plan for Happy PodcastLongevity with Super Physio Simon Gilchrist. Today’s guest is Simon Gilchrist, Founder and clinical director of Mayfair Health, and a specialist in sports physiotherapy and longevity. We all age, so Simon really focuses on how we can age better. Simon and I consider the topic of life longevity, focusing on:Human’s ever-increasing human life expectancy;How to age more gracefully: humans are now living longer lives, but how can we have a better experience of our final 10-20 years;The issues caused by our increasingly comfortable existence;What we can do throughout our lives to ensure and enjoy life lo...
2023-01-1348 minThe Plan for Happy PodcastPermanent Wealth Podcast 16: Piers LinneyToday my special guest is Entrepreneur and Dragon’s Den investor Piers Linney. Piers is a serial entrepreneur and has built and sold many successful businesses over the years. In this episode, Piers gives a masterclass into the mindset of how to build a successful business. If you are any one of the following, this episode is a must listen:Young person starting out in businessEntrepreneurParent with children at University or starting their careerAnyone interested in hearing a great story from a fascinating character. In some of the m...
2022-11-2544 minThe Plan for Happy PodcastPermanent Wealth Podcast 15: Helena Luckhurst - Private Client Lawyer with Fladgate LLPToday’s guest is Helena Luckhurst, a private client lawyer with Fladgate LLP who advises clients on wealth transfers and wealth succession planning.Helena and I discuss the joy of inheritance tax, such as:The emotional impact that conversations (or worse lack of conversations) can have around planning for passing down wealth;Why deeds of variations are very useful;How good planning can enable people to capture an extra £350k worth of tax-free assets through the residents nil-rate band;Why pensions have become crucial wealth transfer vehicles since 2015;The options people have with generally their largest most ill...
2022-10-1248 minThe Plan for Happy PodcastThe Permanent Wealth Podcast 14: Sarah Olney – MP for Richmond ParkToday we have a special guest in Sarah Olney – MP for Richmond Park since 2019.Sarah is a Liberal Democrat and the party Treasury and Business spokesperson. In a fascinating, wide-ranging interview, we explore a number of factors with SarahWhy she dislikes the word “Centrist”Her biggest learning experience during the first 6 months of being an MPWhat MPs actually do. The answer really surprised me.The biggest issue the Lib Dems will be focusing on coming into the next election And make sure you listen to the end to hear Sarah’s best piece of a...
2022-09-1347 minThe Plan for Happy PodcastThe Permanent Wealth Podcast 13: Gavin Christie – Founder of the Christie Consulting GroupThis episode is a little different and really lifts a lid on mental health issues that pressure can put on all of us who are trying to build a career and manage a family.In this achingly honest episode Gavin describes his journey of dealing with the pressures of City life and what happened to him and how he dealt with itHe shares his thoughts on:The build up to his breakdown and how it sounds so similar to so many people I know;What it was like to have an anxiety attack...
2022-08-0451 minThe Plan for Happy PodcastThe Permanent Wealth Podcast 12: Justin Onuekwusi from Legal & General Investment ManagementToday my special guest is Justin Onuekwusi from Legal & General Investment Management.Justin is Head of Retail Investment EMEA and runs amongst others the multi-index range for L&G.This was a great interview and Justin shares an enormous number of great investing insights over this 50 minute conversation.These include where Justin:Describes the number of “biggest in history” moves we have endured over the 1st half of this yearWhy the S&P500 index is no longer the diversified index people think it isHow to spot...
2022-07-1344 minThe Plan for Happy PodcastThe Permanent Wealth Podcast 11: Marcel Munch of Dongxii, East West Investment Opportunities.Marcel is an independent Chinese innovation analyst.In this fascinating discussion Marcel tells meHow he structures his business using all available channels.What makes the Chinese market is probably the most exciting opportunity in the world right now.Why he believes the Chinese Government is so involved in the markets and companies.What he thinks are the biggest potential influences in China over the next 12 months. And finally at the end Marcel explains why he thinks crypto is essentially a Western industry.I hope you enjoy my conversation with Marcel.L...
2022-06-0747 minThe Plan for Happy PodcastThe Permanent Wealth Podcast 10: Duncan MacInnes From RufferToday’s guest is Duncan MacInnes from Ruffer. Duncan is manager of the Ruffer Diversified Return Fund.Duncan and I discuss the following:What it is like to manage Cautious funds in the present market conditions.How Ruffer made profits in all of the recent crises - the Dot.com bust, GFC in 2008 and Covid crash in March 2020.How standard retail advice and risk profiling is pushing clients towards the “killing pen of fixed income”.And finally Ruffer’s famous (or infamous) Bitcoin trade and what they/he thinks of crypto.I hope you enjoy my conversa...
2022-04-2659 minThe Plan for Happy PodcastThe Permanent Wealth Podcast 09: Miles Dean, Head of International Tax and Partner at Andersen LLPToday’s guest is Miles Dean, head of international tax and Partner at Andersen LLP, to talk all things non-dom. With the recent headlines around Rishi Sunak and his wife Akshata Murthy and their tax affairs I wanted to talk to an expert to try and understand the true situation.Miles & I discussed the following:The specific rules around being non-domiciled and how it applies to foreigners coming to the UK.Why these rules exist in the first place.The tax rules in India that means Ms Murthy’s Indian income must already have had t...
2022-04-1233 minThe Plan for Happy PodcastThe Permanent Wealth Podcast 08: Izabella Kaminska of The Blind SpotToday’s discussion is with Izabella Kaminska, journalist at the FT for many years, but has now moved out into her own independent publication called The Blind Spot (www.the-blindspot.com)Izabella and I discuss a number of topics based a lot around the current state of the media.There are a number of key learnings and reminders for me from this conversation. Namely:“Truth is the first casualty of war” has never been more true than today in regards to Russia/Ukraine;When we look through this lens, we also see that the respon...
2022-03-1556 minThe Plan for Happy PodcastThe Permanent Wealth Podcast 07: Market uncertainty with war in Europe – how we are thinking about your portfoliosIn this episode, Adrian Johnson and I discuss recent market movements connected with the Ukrainian crisis, and try to put them in some sort of contextWe discussed:How we are thinking about this sell-off versus previous market events;The way clients can think about risk at these times and the role of time (and timing);How our clients actually have in-built protection for these events due to the structure of their financial plans and portfolios; andFinally, what options we recommend, whether you are working or retired.
2022-03-0826 minThe Plan for Happy PodcastThe Permanent Wealth Podcast 06: Hugh Karp, founder of Nexus MutualI’m thrilled today to be joined by Hugh Karp, founder of Nexus Mutual, which is an crypto-based insurance platform.Nexus Mutual has been mentioned in conversations with Raoul Pal and in the Pantera fund newsletter so is achieving a huge amount in the short-time its been around.Hugh and I discuss all things crypto in this conversation where there is so much going on:We discuss:A way to think about the value of crypto assetsAn explanation on a number of different coins and how they work/what they do...
2022-01-2546 minThe Plan for Happy PodcastThe Permanent Wealth Podcast 05: Rory Sutherland, Vice chairman of Ogilvy UK.Today’s episode has a very special guest in Advertising and Behavioural Psychology guru, Rory Sutherland.Join Rory and I on this whirlwind discussion around the psychological biases impacting how we all think about money and investing.For those that know Rory Sutherland, he was in true rambunctious form.In this fascinating conversation, Rory unpacksWhat are the distortions in the current financial system that make it much harder for young people;The biggest issue the pension system gets wrongHow we’re braver in risk when we feel there is safety in numb...
2022-01-111h 04The Plan for Happy PodcastThe Permanent Wealth Podcast 04: Jeremy King of AttestToday’s special guest is McKinsey consultant turned entrepreneur Jeremy King.Jeremy King is the founder of Attest, a fast-growing market research SaaS platform.Attest just recently raised another $60m in a Series B funding to continue on their stellar growth and have many of the largest companies in their world as clients.Jeremy and I talk about a number of things around:What even the best marketers get wrong – in terms of not looking outside of their building…The greatest way to increase the value of your business.
2021-12-1443 minThe Plan for Happy PodcastThe Permanent Wealth Podcast 03: Adrian Johnson – Partner at Permanent Wealth Partners.Adrian Johnson – Partner at Permanent Wealth Partners.Please join Adrian & myself for a discussion on the most misunderstood word in finance today – Risk.We dig deep into risk and try to unpick why it matters and the most common misconceptions around it.Risk has a lot of pre-conceptions and actually is difficult for most people to think about. We want to try and remove the difficulty around the conversation.We discuss:The dangers of the default strategy for most financial firms where a simple questionnaire determines your investment strategyThe 3 specific tool...
2021-11-3038 minThe Plan for Happy PodcastThe Permanent Wealth Podcast 02: Geoff Bamber – CEO of Digme FitnessGeoff Bamber – CEO of Digme Fitness.I was thrilled to talk to Geoff as his career covers 3 of the main passions of my life – finance, entrepreneurship and fitness.In a former life, Geoff managed a long-short hedge fund then for reasons he explains in this episode, decided to pivot in his career to start a chain of spinning and fitness studios.In this fascinating conversation, Geoff and I discuss:What its really like to manage money professionally and all the non-performance pressures you faceWhat eventually pushed him away from finance and towards the...
2021-11-1554 minWhat a Great PunkEpisode 139: Slice of Revs feat. Reuben Styles from Peking DukReuben loves to party and have a good time, but is also passionate about mental health issues. We talk to him about both, as well as his side project Y.O.G.A., what it’s been like songwriting with our old drummer Luke (I Know Leopard), and how he and his Peking Duk bandmate Adam followed through with a drunken idea of buying the dive bar that they frequent when they come to Melbourne. Shout outs @reuben_styles @pekingdukhttps://www.youreonlygreatalways.com/ Melbourne punx, you can grab tickets to our show Dec 3 he...
2021-11-0756 minThe Plan for Happy PodcastThe Permanent Wealth Podcast 01: Suzanne Mynors – Private Client Solicitor at Russell CookeIn this wide-ranging and sometimes scary discussion, Suzanne highlights how important planning and preparation are for your legal affairs.We discuss, apart from other things, the inevitables of life – death & taxes. Also:The common misconception that everything just goes to your spouse on your deathThe enormous benefits of putting in place LPAsHow bad things can potentially get with no preparation.What are the 2 simplest actions you can take to prevent disaster
2021-10-2950 minThe Plan for Happy PodcastThe Permanent Wealth Podcast 08: Ronnie Mortimer, Family Lawyer at Fladgate LLPToday, I’m joined by Ronnie Mortimer, family lawyer at Fladgate LLPThis discussion is a little bit different from the others as this concentrates on the discussion around risk and protecting yourself legally in the event of a divorce or re-marriage.If you already have assets in place and are considering marrying (or re-marrying) then this is a must listen.In this episode, Ronnie & I discuss- What are the key ways you can plan to avoid ending up in court.- The average age of divorce for men and wome...
2021-07-1547 minThe Plan for Happy PodcastThe Permanent Wealth Podcast 07: Steve DaviesToday’s episode is with Steve Davies – performance coach and former fund manager of the Jupiter UK Growth fund.Steve’s story is fascinating. In this deeply personal interview Steve goes through his the ups and downs of his career as a fund manager – warts and all – and discusses where things worked for him and where they didn’t.Steve is very honest in terms of the personal impact the markets had on him and what drove his career change into being a performance coach.We also discuss:The change in market condi...
2021-06-0954 minThe Plan for Happy PodcastThe Permanent Wealth Podcast 06: George Crowdy of Royal London Asset ManagementMy conversation with George Crowdy – fund manager within the sustainable fund team at Royal London Asset Management.George is a member of the sustainable team which has been running ethical funds all the way back to 1990.What was fascinating about this conversation is how George describes Royal London’s detailed quantitative process in terms of how they think about sustainable investing. He also describes:· The strength of the tailwinds for sustainable investing including how investors and consumers now having far more information to make informed decisions· The key difference between ethical...
2021-05-1842 minThe Plan for Happy PodcastThe Permanent Wealth Podcast 05: Elena TodorovaToday I’m joined by Elena Todorova – superstar mortgage broker and fount of knowledge on everything property and mortgages.In today’s episode Elena and I discuss the following- How mortgage rates continue to come down and show no sign of stopping at this point- The bottle-neck impact of the cut in Stamp Duty- A surprising anecdote about central London commercial rates (going higher!)- The best deals available at the moment for both residential and BTL mortgagesAnd make sure to listen to the end where Elena explains whether...
2021-04-2049 minThe Plan for Happy PodcastThe Permanent Wealth Podcast 04: Jean-Marc Routier of BlackRockMy discussion today is with Jean-Marc Routier, Product Strategist at BlackRock. Emerging Market equities. ESG for Active Equities The unique aspect about Jean-Marc is he has an inside view on how the largest asset manager in the world – BlackRock – is making decisions around ESG that impact their entire funds business. This funds business has $8.2 Trillion under management which is larger than Germany’s GDP for reference. In a fascinating and really insightful conversation, Jean-Marc and I cover the following: How pursuing an ESG objective will provide a significant advantage for all asset managersThe...
2021-04-0837 minThe Plan for Happy PodcastThe Permanent Wealth Podcast 03: Simon Bowen of Models MethodToday we’re going off on a slightly different path.My discussion today is with Simon Bowen. Founder of Models Method – a firm that helps professionals explain their complex services through drawing simple models or diagrams.The unique aspect about Simon is the way he describes the underlying behavioural psychology of why drawing models or diagrams resonates with so many people.In a way, it is simply working out what you do well – then finding an easy way to describe that to people. Sounds simple, but in practice much more difficult.In a f...
2021-03-251h 00The Plan for Happy PodcastThe Permanent Wealth Podcast 02: Ed Margot of FE InvestMy discussion today is with Ed Margot, Investment Strategist at FE Invest. FE Invest have nearly £4 Billion under management for clients.The unique aspect about Ed is the way he describes the mathematical and historical approach that FE use to manage portfolios.In a fascinating and really insightful conversation, Ed and I cover the following:How higher amount of equity risk actually provides a lower amount of total risk, contrary to popular (and the regulator’s) opinionThe importance of equities in retirement portfolios.How to use Bonds to gen...
2021-03-0553 minThe Plan for Happy PodcastThe Permanent Wealth Podcast 01: Rob Burgeman of Brewin DolphinToday, Adam is joined by Rob Burgeman, discretionary fund manager at Brewin Dolphin. Brewin manages nearly £50 billion of client assets and Rob and his team are responsible for managing their clients individual portfolios.In this episode, Rob & I explore:The key sectors they are looking at for 2021 market performance.Why he's positive on the U.K economy (hint: pent-up demand)The 4 most dangerous words in investment - which we disagree on!How personal investors actually have a big advantage over professional investors.The professional investor view of Bitcoin and why it’s a problem for them.The...
2021-02-2755 min