Shows
Intelligent Wealth PodcastRolls-Royce (RR): Up 2,500% — Still a Buy for Long-Term Investors?SummaryIn this episode of the Intelligent Wealth podcast, the hosts discuss Rolls-Royce, focusing on its transformation from a struggling company to a promising player in the aerospace and defense sectors. They explore the company's financial performance, the potential of small modular reactors, and the risks associated with its future. The conversation emphasises the importance of management execution and the company's position in a competitive market.TakeawaysThis podcast is for serious investors interested in company insights.Rolls-Royce is not just about luxury cars; it's an engineering company.The company...
2026-01-1035 minIntelligent Wealth PodcastIs Google a 4 Trillion-Dollar Bargain? Alphabet Stock Deep Dive (AI, Gemini, Cloud, YouTube)SummaryIn this episode of the Intelligent Wealth Podcast, hosts Tony Byrne, Awet Ghirmay, and Carl Roberts delve into Alphabet Inc., the parent company of Google. They discuss Alphabet's impressive growth trajectory, its diverse business ventures, and the unique share structure that allows for both employee incentives and control by founders. The conversation highlights Alphabet's competitive advantages, including its strong market position and innovative culture, while also addressing the risks the company faces, particularly regarding regulation and the need to monetize its investments in AI. The hosts conclude with an optimistic outlook for Alphabet's future, emphasizing its...
2025-12-2633 minIntelligent Wealth PodcastAdobe Stock Analysis 2025: Still a Compounder or Past Its Peak?Adobe stock analysis (ADBE) – is this creative software giant now a quality bargain after a ~30% share price decline, or a value trap in the age of AI, Canva and Figma?In this episode of the Intelligent Wealth Podcast, fund manager Tony Byrne is joined by Carl Roberts (Fellow Director) and Awet Ghirmay (Head of Research at Minerva Money Management) for a deep dive into Adobe’s business, valuation and long-term return potential.We cover: 00:00 Introduction to Adobe and Its Significance05:58 Adobe's Historical Performance and Market Position11:06 Current Challenges and Competitive Landscape18:02 Futur...
2025-12-1231 minIntelligent Wealth PodcastPayPal Stock: Buyback Machine or Broken Moat? (Serious Investor Deep Dive)PayPal is hugely profitable, buying back billions of dollars of stock, and trading at one of the lowest valuations in its history. In this episode, we ask whether PYPL is a smart contrarian bet for serious investors – or a value trap in a brutally competitive payments market.We dig into:00:00 Introduction to PayPal and Its Current Landscape05:15 Historical Performance and Market Position10:23 Management Changes and Strategic Shifts14:37 Financial Health and Shareholder Returns18:49 Competitive Landscape and User Experience23:02 Future Growth Opportunities and Challenges25:39 Contrarian Perspectives on Investment Potential29:03 Conclusion and Fi...
2025-11-2831 minIntelligent Wealth PodcastNova (NVMI): 1,733% Return & The Secret AI “Picks & Shovels” StockNova Ltd (NASDAQ: NVMI) has delivered a 1,733% total return since listing – but is there still upside from here, or are investors late to the party?In this episode of the Intelligent Wealth Podcast, Tony Byrne sits down with colleagues Carl Roberts and Awet Ghirmay from Minerva Money Management to break down Nova Ltd, the semiconductor metrology specialist sitting at the heart of the AI and chip boom.We discuss:00:00 Introduction to Intelligent Wealth Podcast02:50 Overview of Nova: Company Background04:24 Performance and Competitive Advantage09:11 Nova's Role in the Semiconductor Ecosystem13:30 Investment Ti...
2025-11-1830 minIntelligent Wealth PodcastASML: The Irreplaceable Engine of Modern Chips | Intelligent Wealth PodcastASML (AMS/NASDAQ: ASML) powers the world’s most advanced chips. In this episode of the Intelligent Wealth Podcast, Tony Byrne (Fund Manager), Carl Roberts (Fellow Director) and Awet Ghirmay (Head of Research) break down ASML’s EUV monopoly, why TSMC/Intel/Samsung depend on it, the 70/30 revenue mix (systems vs services), backlog, buybacks, valuation, and the big risks (customer concentration, supply chain, geopolitics, and “what’s next” tech shifts).Why it matters for serious investors: ASML sits at the “picks & shovels” layer of the AI and semiconductor supercycle. From EUV dominance and 14k+ patents to a growing servic...
2025-10-2531 minIntelligent Wealth PodcastGames Workshop: The £4.7B FTSE Giant Investors Can’t IgnoreIn this episode of the Intelligent Wealth Podcast, we deep-dive into Games Workshop, the £4.7B FTSE 100 company behind Warhammer – one of the strongest consumer franchises in the world.👉 What you’ll learn in this episode:00:00 Introduction 02:05 Overview of Games Workshop05:23 Performance and Growth of Games Workshop09:21 Business Model and Customer Engagement13:23 Market Position and Competitive Advantages17:35 Challenges and Future Growth21:49 Management and Capital Allocation28:47 Conclusion If you’d like to get free company snapshots, click here to download: https://mailchi.mp/minervamoneymanagement/how-to-get-top-company-snapshotsResources & Mentions:🌐 Minerv...
2025-10-0731 minIntelligent Wealth PodcastSmarter Web Company: The UK’s First Bitcoin Treasury CompanyIn this episode of the Intelligent Wealth Podcast, we dive deep into the fascinating story of Smarter Web Company – a UK-listed business aiming to become the British MicroStrategy by turning its balance sheet into a Bitcoin treasury.👉 We discuss:00:00 Introduction to Intelligent Wealth Podcast01:56 Overview of the Smarter Web Company05:39 Performance Analysis of Smarter Web Company12:41 Skepticism Towards Bitcoin Treasury Companies21:28 Ponzi Scheme Discussion27:32 Bitcoin vs Gold: A Comparative Analysis31:45 Future of Bitcoin Treasury Companies37:48 Risks and Challenges Ahead39:39 Closing Thoughts and Market OutlookIf you’d like...
2025-09-1942 minIntelligent Wealth PodcastWise (TransferWise) Stock Analysis 2025 | Can This Fintech Disrupt Banks Long-Term?In this episode of the Intelligent Wealth Podcast, the hosts take a deep dive into Wise (formerly TransferWise) – one of the UK’s standout fintech success stories.Wise processes over £145 billion in cross-border transactions annually, offering faster, cheaper money transfers than traditional banks. But is it really a quality long-term investment?We cover:00:00 Introduction to Quality Investing01:51 Exploring Wise: A Fintech Disruptor05:23 Wise's Performance and Market Position10:43 Investment Insights and Mission-Driven Business16:04 Risks and Criticisms of Wise26:55 Future Outlook and Conclusion📊 If you’d like a
2025-09-0729 minIntelligent Wealth PodcastMicroStrategy’s $110B Bitcoin Play: Smart Capital Allocation or Investor Trap?MicroStrategy has become the world’s largest Bitcoin treasury company — raising billions, buying Bitcoin, and transforming from a software business into a crypto giant.But is this strategy brilliant financial innovation… or a high-risk bubble waiting to burst?In this episode of the Intelligent Wealth Podcast, Tony, Carl, and Awet debate:1. MicroStrategy’s 2,400% share price rise in 5 years vs. Bitcoin’s 888%2. How they raise funds through bonds & equity to keep buying BTC3. Risks of extreme debt, volatility & exogenous shocks4. Michael Saylor’s vision, innovation, and cult-like following5. Is it smarter to own Micro...
2025-08-2342 minIntelligent Wealth PodcastNovo Nordisk stock CRASHED: Buying opportunity or trouble ahead?🚨 Novo Nordisk Stock Down 66% - Is This a Golden Buying Opportunity or a Red Flag?In this episode of the Intelligent Wealth Podcast, our expert panel dives deep into the recent plunge in Novo Nordisk’s stock price - one of the most dominant pharmaceutical companies globally in the obesity and diabetes drug market.With insights from Awet, Head of Research, directors Carl Roberts and Tony Byrne at Minerva Money Management, we unpack:* Why Novo Nordisk's share price crashed* How competition from Eli Lilly is reshaping the market...
2025-08-0928 minIntelligent Wealth PodcastIs IBM a sleeper tech stock in 2025? Quantum Computing & AI explainedWelcome back to the Intelligent Wealth Podcast! In this episode, our expert dives deep into IBM – the 113-year-old tech giant that's quietly reinventing itself in AI, hybrid cloud, and quantum computing.Despite being overlooked for years, IBM is making bold moves with massive investments in next-gen tech. Its quantum computing fleet, growing AI consulting revenue, and focus on enterprise solutions raise an important question: Is IBM the most underrated tech stock in 2025?**We cover**00:00 Introduction to Intelligent Wealth Podcast01:09 Quality Investing and IBM's Historical Context02:47 IBM's Evolution and Current Business Model05:09 IB...
2025-07-2525 minIntelligent Wealth PodcastMiss this hidden UK stock and you might regret it | Ashtead Technology Stock Analysis (2025)Welcome back to the Intelligent Wealth Podcast, where we deep-dive into high-quality investment opportunities. In this episode, we analyse Ashtead Technology, a little-known UK-listed company that's quietly dominating the subsea equipment rental market.Ashtead Technology provides specialised equipment and services for offshore energy projects – from oil and gas to renewables. With over 30,000 rental assets, a 50% market share in the survey and robotics and operations in 80+ countries, the company offers a compelling blend of moat, scale and global reach.Despite a 45% fall in its share price, the stock has delivered 175% total return ov...
2025-07-1129 minIntelligent Wealth PodcastThe cybersecurity stock you can’t ignore in 2025 | Fortinet deep diveIs Fortinet the future of cybersecurity investing? In this episode of the Intelligent Wealth Podcast, we deep dive into Fortinet (NASDAQ: FTNT) — one of the world’s fastest-growing cybersecurity companies with 31% annual returns since IPO!**Takeaways**1. Why Fortinet ticks all the boxes for quality investing2. The massive $14 trillion cybersecurity opportunity3. Key differences between Fortinet and CrowdStrike4. Risks and red flags: Can Fortinet keep its moat?5. The growing impact of AI and quantum computing on digital security**Chapters**00:00 Introduction to Cybersecurity and Fortinet02:30 Fortinet's Growth and Market Potential06:04 The...
2025-06-2631 minIntelligent Wealth PodcastWarren Buffett steps down: Should you still invest in Berkshire Hathaway?Welcome to the Intelligent Wealth Podcast! In this episode, we dive deep into Warren Buffett’s legacy, the future of Berkshire Hathaway, and whether it’s still a smart investment in 2025. With Buffett stepping down as CEO after nearly 60 years, investors are asking: Is it time to hold, buy more, or move on?We explore Buffett's investing philosophy, his top-performing stocks, criticisms of his strategy, and how Berkshire compares to tech giants like Apple, Tesla, and NVIDIA. We also cover compounding, diversification, free cash flow vs. DCF, and what the...
2025-06-1336 minIntelligent Wealth PodcastThis stock beat Amazon by 3x – But you’ve never heard of itWelcome to the Intelligent Wealth Podcast! In this episode, we uncover one of the most powerful and under-the-radar companies in the world — Mercado Libre, often called the "Amazon + PayPal + Shopify of Latin America."👉 If you had invested just $10,000 eighteen years ago, you'd have nearly $1 million today. But this e-commerce and fintech giant is still growing at 40% per year. Is it still undervalued? Could it be one of the best long-term investments of the decade?** Takeaways **1. What makes Mercado Libre a once-in-a-generation business2. How it dominates e-commerce, digital payments, and logistics in Latin America3...
2025-05-3031 minIntelligent Wealth PodcastIs Nvidia’s dominance sustainable? What every investor should knowIn this episode of the Intelligent Wealth podcast, the hosts discuss Nvidia's remarkable rise to become the world's largest company by market cap, driven by the visionary leadership of Jensen Huang. They explore Nvidia's unique business model, its competitive advantages in the AI space, and the valuation concerns that come with its rapid growth. The conversation also delves into the risks associated with Nvidia's market position, including customer concentration and geopolitical factors. Finally, the hosts highlight Nvidia's strong financial health and positive employee culture, concluding with thoughts on the company's future prospects.**Takeaways**1. Nvidia recently became...
2025-05-1638 minIntelligent Wealth PodcastIs Tesla overvalued? A deep dive into its business modelIn this episode, the hosts discuss Tesla's business model, market position, and the impact of Elon Musk's leadership. They explore the valuation of Tesla as a technology company versus a traditional car manufacturer, the challenges it faces from competitors, and the sustainability of electric vehicles. The conversation delves into the speculative nature of investing in Tesla and the importance of cash flow in evaluating its future prospects.**Takeaways**1. Tesla is viewed differently by investors: as a car manufacturer or a tech company.2. Elon Musk's leadership is both visionary and controversial.3. Tesla's market share is...
2025-05-0228 minIntelligent Wealth PodcastFrom Grave Digger to Billionaire: The Story Behind Constellation SoftwareIn this episode of the Intelligent Wealth podcast, the team discusses Constellation Software, a remarkable company known for its impressive growth and unique business model. The conversation delves into the company's financial metrics, the leadership of Mark Leonard, and the importance of capital allocation. The hosts explore the challenges the company faces as it grows, the significance of company culture, and the future outlook without its visionary leader. Overall, the discussion highlights the key factors that contribute to Constellation Software's success and the lessons investors can learn from it.Takeaways:Constellation...
2025-04-1135 minIntelligent Wealth Podcasts01e24 - Building the Future of Flight | Freshta Farzam on eVTOL Innovation & Visionary LeadershipWelcome to another powerful episode of the Intelligent Wealth Podcast, where we explore the intersection of finance, innovation, and entrepreneurship.In this episode, host Tony Byrne sits down with Freshta Farzam, founder and CEO of LYTE Aviation, a bold aerospace startup developing the Skybus—a revolutionary 40-seater hybrid eVTOL aircraft.From her roots in Hamburg to pitching her vision on global stages, Freshta shares her journey of turning ambition into impact, and how her company aims to disrupt urban air mo...
2025-03-2829 minIntelligent Wealth Podcasts01ep23 - Bitcoin: Scam or the Future of Money? | Intelligent Wealth PodcastWelcome to another episode of the Intelligent Wealth Podcast, where we uncover the biggest trends in investing, wealth-building, and finance.Today’s hot debate: Is Bitcoin the future of money or just a high-risk asset?With Wall Street giants like BlackRock backing Bitcoin ETFs, while legendary investors like Warren Buffett call it “rat poison squared,” the debate is heating up.📉 Is Bitcoin truly a hedge against inflation?📈 Does it solve financial system weaknesses?🤔 Or is it just another speculative bub...
2025-03-1446 minIntelligent Wealth Podcasts01e22 - High Shareholder Yield: The Investing Strategy You Need to Know!Welcome to another episode of the Intelligent Wealth Podcast, where we uncover game-changing investment strategies to help you build financial freedom.In this episode, Tony Byrne, Carl, and Awet discuss High Shareholder Yield, a key metric combining dividends, share buybacks, and debt reduction.💡 Why This Matters:🔹 Dividends Alone Aren’t Enough! Learn how smart investors maximise total returns🔹 Why Share Buybacks Can Supercharge Your Portfolio 🚀🔹 How Debt Reduction Boosts...
2025-02-2836 minIntelligent Wealth Podcasts01e21 - How to Raise Millions for Startups & Venture Capital with Anmol GoelWelcome to another episode of the Intelligent Wealth Podcast, where we uncover the secrets to building wealth, investing wisely, and navigating the world of finance.In this episode, host Tony Byrne interviews Anmol Goel, a fund manager and venture capitalist, who shares his journey from humble beginnings in Delhi to raising a £10M fund.📌 What You’ll Learn in This Episode:✅ How Anmol raised his first £10M venture capital fund✅ The best strategies for securing investment from high-net-worth individuals...
2025-02-1431 minIntelligent Wealth Podcasts01e20 - How to Find the Best Stocks for Long-Term Wealth!🎙️ Welcome to Another Episode of the Intelligent Wealth Podcast!Join Tony Byrne, Carl Roberts, and Awet Ghirmay as they break down the latest trends in finance, investing, and global markets. In this episode, we discuss how quality investing can help you build long-term wealth, why only 4% of stocks have driven nearly all market growth over the last century, and the impact of global economic shifts on your investments.🔹 What’s Inside This Episode?📌 Market & Economic Insights:Donald Trum...
2025-01-3136 minIntelligent Wealth Podcasts01e19 - Wealth Secrets Uncovered: Investing Smarter & Living BetterIn this special edition episode of the Intelligent Wealth Podcast, Cholpon sits down with Tony for an inspiring conversation on wealth creation, investment strategies, and unconventional personal habits for success. From understanding the power of a people-first approach in business to exploring long-term offshore funds for high-net-worth investors, this episode is a treasure trove of insights for finance enthusiasts.Tony also shares his unique daily ritual of cold immersion—an approach that sharpens focus and builds resilience. Whether you're a seasoned investor or just starting your financial journey, this episode will leave you wit...
2025-01-1736 minIntelligent Wealth Podcasts01e18 - Hidden Wealth Strategies: What Graham Rowan Knows That You Don’t🎙️ Welcome to the latest episode of the Intelligent Wealth Podcast!In this thought-provoking episode, Tony Byrne, Managing Director of Minerva Money Management, is joined by Graham Rowan, an international speaker, TV presenter, and author with decades of experience working with high-net-worth investors and family offices. Together, they explore the intersection of financial education, private equity, and creating lasting wealth.Episode Highlights:Graham Rowan’s Journey: Discover how Graham transitioned from a working-class upbringing in the UK to a career in IT, eventually finding his calling in private equity and financial educati...
2025-01-0343 minIntelligent Wealth Podcasts01e17 - Growth Investing Secrets: Top Stocks,Market Insights & Wealth StrategiesWelcome to the latest episode of the Intelligent Wealth Podcast! This episode is tailored for serious investors passionate about finance education, wealth creation, and the art of quality investing. Join hosts Tony Byrne, Awet Ghirmay, and Carl Roberts as they explore growth investing, market dynamics, and standout companies reshaping the future.In This Episode:🎯 Market UpdatesChina’s $140B Stimulus: Carl breaks down how China's massive stimulus package is impacting its stock market and economy.Gold’s Record Surge: Awet explains why gold remains a relia...
2024-12-2038 minIntelligent Wealth Podcasts01e16 - Mastering Communication and Success with Andy BoundsIn this episode of the Intelligent Wealth Podcast, host Tony Byrne welcomes Andy Bounds, an award-winning sales trainer, bestselling author, and communication expert. Andy shares his unique journey from accounting to becoming a globally recognized sales and communication specialist, shaped by lessons learned from his blind mother.What You'll Learn in This Episode:How simplicity is the ultimate tool for effective communication and sales.The key principles of "afters" and "certainty" to improve sales and client relationships.Andy's journey to entrepreneurship and lessons from overcoming early challenges.Strategies for balancing success, speed, and happiness...
2024-12-0632 minIntelligent Wealth Podcasts01ep15 - Unlocking Startup Investments with Tom Britton: EIS & SEIS Insights from Syndicate RoomIn this episode of the Intelligent Wealth Podcast, host Tony Byrne sits down with Tom Britton, Co-founder of Syndicate Room, to explore the dynamic world of startup investments and fund management. Tom shares the evolution of Syndicate Room from a crowdfunding platform to a data-driven investment fund, leveraging the expertise of top angel investors to minimize risks and maximize returns.Discover the unique benefits of the AXIS EIS Scheme, the launch of an innovative SEIS fund focused on climate tech in partnership with Carbon 13, and the crucial tax advantages for investors. Tom also delves into his inspiring...
2024-11-2229 minIntelligent Wealth Podcasts01e14 - Investing Made Simple: Dominic Frisby’s Take on Wealth, Bitcoin, and GoldDive into an eye-opening episode of the Intelligent Wealth Podcast, where Tony Byrne, Managing Director of Minerva Money Management, chats with Dominic Frisby—financial writer, comedian, and the unique voice bridging finance and comedy in the UK. In this episode, Dominic shares his approach to investing, balancing humor with serious insights on Bitcoin, gold, and long-term wealth strategies. Whether you’re curious about cryptocurrency, precious metals, or finding a simpler investment approach, Dominic’s stories and strategies offer fresh perspectives for every finance enthusiast.Episode Highlights:Dominic’s journey from comedy stages to becoming a well-k...
2024-11-0818 minIntelligent Wealth Podcasts01e13 - Mastering Value Investing: Is the UK Market a Bargain?Welcome to the second series of the Intelligent Wealth Podcast! In this episode, Tony Byrne, Managing Director of Minerva Money Management, joins Awet Ghirmay and Carl Roberts to explore the fundamentals of value investing and the latest developments in the financial markets.What you’ll learn in this episode:UK Stock Market Opportunities: Carl dives into recent takeover bids for UK companies like Rightmove and Hargreaves Lansdown, questioning whether these trends reveal a bargain UK stock market.The AI Bubble Explained...
2024-10-2542 minIntelligent Wealth Podcasts01e12 - Revolutionising Payments with Kevin LudfordIn this episode of the Intelligent Wealth Podcast, Tony Byrne, Managing Director of Minerva Money Management, sits down with Kevin Ludford, the founder of FumoPay, a groundbreaking British fintech company. Kevin shares his inspiring entrepreneurial journey from working-class roots to launching a successful fintech startup that's reshaping the way businesses and consumers handle payments.Tune in as they discuss the growing impact of open banking on the financial industry, how FumoPay is eliminating friction with its pay-by-bank solution, and how it's helping businesses improve cash flow with instant payments. Kevin also...
2024-10-1143 minIntelligent Wealth Podcasts01e11 - Warren Buffett's Big Apple Sell-Off, AI Hype & Next-Gen InternetIn this episode of the Intelligent Wealth Podcast, Tony Byrne, Managing Director of Minerva Money Management, is joined by Awet Germay and Carl Roberts to explore crucial topics in investing, market trends, and the future of technology.Key Highlights:Warren Buffett's Apple Stock Sale: Carl breaks down Warren Buffett’s surprising decision to sell 50% of his Apple holdings and what this means for long-term investors.AI and Semiconductor Industry: Is AI the next big thing or just another hype bubble? Tony and Awet discuss whether the current AI boom mirrors th...
2024-09-2740 minIntelligent Wealth Podcasts01e10 - Building Wealth Through Quality Investing with Pieter SlegersWelcome to this insightful episode of the Intelligent Wealth Podcast! Join Tony Byrne, Managing Director of Minerva Money Management, as he interviews Pieter Slegers, founder of Compounding Quality. In this deep dive, Pieter shares his investment journey, from starting at the age of 14 to building a thriving platform focused on quality investing.Key Highlights:Pieter’s early lessons in investing and how a 60% loss turned into his best learning experience.The power of long-term thinking, integrity, and skin in the game in the world of investing.Why Pieter opted for a subscription-based model over launching a fu...
2024-09-1341 minIntelligent Wealth PodcastEp.09 - Renewable energyWelcome to Episode 9 of the Intelligent Wealth Podcast!Join Tony Byrne, Managing Director of Minerva Money Management, along with fellow director Carl Roberts and Head of Research Awet Girmay, as they dive into the critical topics of renewable energy, global economic trends, and investment strategies. This episode explores the future of energy, the challenges in the market, and how investors can navigate the complexities of the modern financial landscape.Highlights:Market Update:Mind the Gap: Carl discusses the fascinating gap between fund returns and investor returns in the US ETF market, and...
2024-08-3041 minIntelligent Wealth Podcasts01e08 - Fintech Insights with Tim LeveneWelcome to Episode 8 of the Intelligent Wealth Podcast!Join Tony Byrne, Managing Director of Minerva Money Management, as he sits down with Tim Levene, CEO of Augmentum Fintech, the UK’s only publicly listed FinTech investment company. In this episode, they delve deep into the evolution of the UK FinTech market, the challenges and opportunities in venture capital, and Tim’s entrepreneurial journey from founding Betfair to leading Augmentum.Highlights:The Rise of UK FinTech:UK FinTech Market: Tim discusses the undervaluation of the UK technology market and the bright future of L...
2024-08-1642 minIntelligent Wealth Podcasts01e07 - Automation & RoboticsWelcome to Episode 7 of the Intelligent Wealth Podcast!Join Tony Byrne, Managing Director of Minerva Money Management, along with Head of Research Awet Ghirmay and Director Carl Roberts, as they dive into the future of investments, automation, and AI.Highlights:Personal Updates:Coaching Little League: Carl shares his new adventure of coaching his son's football team and the challenges that come with it.Euro 2024 Insights: Awet discusses his thoughts on the ongoing Euro 2024 and England's performance.Main Topics:Automation...
2024-08-0237 minIntelligent Wealth Podcasts01e06 - Transport TechWelcome to Episode 6 of the Intelligent Wealth Podcast!Join Tony Byrne, Managing Director of Minerva Money Management, along with Head of Research Awet Ghirmay and Director Carl Roberts, as they dive into the exciting advancements in transportation technology and discuss the latest market trends.Highlights:Market Update:General Election and Pension Changes: Carl discusses the implications of the UK general election and the recent changes to the pension lifetime allowance.India's Market Potential: Awet delves into India's emerging market and its potential to replace China as a productivity leader.
2024-07-1945 minIntelligent Wealth Podcasts01e05 - Investment Strategies, Bitcoin Insights & FinTech TrendsWelcome to Episode 5 of the Intelligent Wealth Podcast! Join Tony Byrne, Managing Director of Minerva Money Management, along with Head of Research Awet Ghirmay and Director Carl Roberts, as they explore the latest trends in investments, cryptocurrency, and the dynamic world of FinTech.Highlights:Market Update:- Ashtead Holdings' US Move: Carl discusses rumors about Ashtead Holdings planning to move its UK listing to the US, examining the potential impact on the UK stock market.- Nvidia’s Market Cap Milestone: Awet delves into Nvidia's recent achievement of joining the...
2024-07-0544 minIntelligent Wealth Podcasts01e04 - Forget tech stocks – Longevity is the next gold rushWelcome to Episode 4 of the Intelligent Wealth Podcast!Join Tony Byrne, Managing Director of Minerva Money Management, along with Head of Research Awet Ghirmay and Director Carl Roberts, as they dive deep into the intriguing world of longevity and its profound implications for the market.Highlights:Market Update:•Nvidia’s Phenomenal Rise: Discover why Nvidia has become the hot topic in the investment world, with its extraordinary growth and recent stock split. Learn what this means for investors and why it continues to defy...
2024-06-2135 minIntelligent Wealth Podcasts01e02 - Will AI and Connectivity destroy the real world (Investors need to know)Welcome to the second episode of the Intelligent Wealth Podcast! Join Tony Byrne, Managing Director, alongside Head of Research, Awet, and Director, Carl, as they delve into current market events, the evolving digital landscape, and key investment strategies.Highlights:•FTSE 100 Peaks: Discussing the recent highs of the FTSE 100 and its implications for long-term investors.•US-China Tech Tensions: Insights on the potential US ban on TikTok and its broader implications for tech regulation and international relations.•Connectivity’s Growing Role: Exploring the expanding...
2024-06-0648 minIntelligent Wealth Podcasts01e03 - Our pilgrimage to Omaha to meet the God of investing Warren BuffettWelcome to the third episode of the Intelligent Wealth Podcast! Join Tony Byrne, Managing Director, alongside fellow director Carl Roberts and Head of Research Awet Gherme, as they delve into the latest market news, IPOs, and invaluable insights from the recent Berkshire Hathaway shareholders meeting.Highlights:•Market News: Discussion on the potential listing of Chinese retail giant Shein on the London Stock Exchange and its implications.•Investment Strategies: Evaluating the risks and benefits of investing in retail and fashion IPOs.•Podcast Recommendations: The...
2024-06-0639 minIntelligent Wealth Podcasts01e01 - Where all the growth is going to come fromJoin us for the debut episode of the Intelligent Wealth Podcast! In this episode, Managing Director Tony Byrne, Head of Research Awet, and Director Carl discuss their investment philosophies and insights on current market trends.Highlights:•Introduction to Minerva Money Management: Meet the team behind the Intelligent Wealth Fund and learn about their approach to discretionary fund management.•Market Trends: Dive into the latest market highs and hear our thoughts on the S&P 500 and FTSE 100.•Berkshire Hathaway AGM: Our excitement and re...
2024-06-0646 min