Shows
Investor IntelligenceHow To Protect Your Wealth During The Cost Of Living Crisis With Moneybox (Budget, ISAs, Pensions)On the 12th episode of The Finimize Podcast, Eddie Donmez chats with Brian Byrnes, head of personal finance at Moneybox, a London-based savings and investing app.It’s the end of the UK’s tax year, so they discussed the big topics at hand: Byrnes’s top year-end tips, a breakdown of the latest UK budget, how to use the UK’s tax-protected Individual Savings Accounts (ISAs) effectively, the best things to do for your retirement savings right now. Plus, they got to the heart of another matter: how to protect yourself during a cost-of-living crisis.
2023-03-3029 minInvestor IntelligenceBank of England Reaction With J.P. Morgan Asset's Market Strategist Hugh Gimber 🚨On the 11th episode of The Finimize Podcast, Eddie Donmez chats with Hugh Gimber, executive director and global markets strategist at JPMorgan Asset Management.They discussed the latest 0.25-percentage-point interest rate hike from the Bank of England (BoE), why the central bank is “outside the herd”, and the big unknown for the BoE. They also sized up the vulnerabilities (or lack thereof) in UK banks, opportunities in the country’s stocks, growth versus value investing, and why bonds are very much back in vogue.Partner with us:
2023-03-2424 minInvestor IntelligenceWisdomTree's CIO Jeremy Schwartz, On The Banking System, The Economy & MarketsOn the tenth episode of The Finimize Podcast, Eddie Donmez chats with WisdomTree’s chief investment officer, Jeremy Schwartz.They discuss WisdomTree’s big-picture macro outlook, the current financial sector turmoil, why big banks’ earnings might soon come under pressure, and what the Fed should do. They also chat about what assets you might want to avoid if the economy slows further, plus opportunities and asset allocations for this year, and the potential vulnerabilities in the economy.Partner with us: https://business.finimize.com/
2023-03-2231 min
Macro BytesWhat does it mean to be a finance influencer - with Eddie DonmezPaul and Luke talk to Eddie Donmez, global markets analyst and a popular finance influencer at Finimize. Eddie tells us what it means to be a finance influencer, and talks about changing trends in the retail investor community around access to high quality research. We also talk about events at Silicon Valley Bank. Finally, Eddie tells us why he thinks chatbots and AI innovations will change how finance research and analysis is done.
2023-03-2127 minInvestor IntelligenceMust Listen: Charles Schwab’s Chief Fixed Income Strategist, Kathy Jones On The Banking Crisis, The Fed And The Outlook For The Economy 🚨On the ninth episode of The Finimize Podcast, Eddie Donmez welcomes Charles Schwab’s Chief Fixed Income Strategist, Kathy Jones.They discuss the role of social media in the Silicon Valley Bank collapse, Credit Suisse, the banking crises, fixed income volatility, the Fed, and the outlook for the Economy and markets.Partner with us: https://business.finimize.com/Subscribe To Finimize Newsletter: https://finimize.com/Timestamps:Silicon Valley Bank Collapse: (00:00 - 3:30)Social Media's Impact (3:40 - 09:00)
2023-03-2030 min
Bitcoin and Financial Independence65: Bank Collapses, Bailouts, and Inflation Fueling Bitcoin AdoptionChaos in Lebanon, Nigeria and even the United States as inflation, currency debasement take place.Links from the show:Lebanese depositors smash up, burn Beirut banks - ReutersBanks burn in Lebanon as exchange rate falls to historic low - AlMonitorIn Lebanon, armed customers rob banks to get their own money - CNNProtesters in Beirut smash banks as Lebanese pound spirals - ABC NewsThe Nigerian Election And Naira Crisis Are Fueling Bitcoin Adoption - ForbesNigeria's naira shortage: President Buhari extends use of old notes - BBCNigerian cash crisis brings pain: ‘Everything is just tough' - ABC NewsNigeria’s Ca...
2023-03-2022 minInvestor IntelligenceMarket Outlook with SoFi's Head of Investment Strategy - Liz Young 🏆On the eighth episode of The Finimize Podcast, Eddie Donmez catches up with Liz Young, the head of investment strategy at SoFi. Liz shares with us her big-picture macro view, today’s stock market valuations, the outlook for monetary policy, and what it all means right now. With cash yields topping 5% in some places, she breaks down where she’s seeing opportunities and what assets she’s steering clear of. This episode was filmed on Thursday, March 16th.Partner with us: https://business.finimize.com/Subscr...
2023-03-1742 minInvestor IntelligenceMust Listen: Morgan Stanley Investment Management's CIO, Jitania Kandhari On Her 10 Key Investment Themes For 2023On the seventh episode of "The Finimize Podcast" Eddie Donmez welcomes Jitania Kandhari who is the Deputy CIO of the Solutions and Multi-Asset Group, Co-Lead Portfolio Manager for the Active International Allocation Strategy, and Head of Macro and Thematic Research for the Emerging Markets Equity team at Morgan Stanley.The easy money era ended last year as the U.S. Federal Reserve raised rates at the fastest pace since the 1980s to control 40-year high inflation. The COVID-19 pandemic has eased, the Russia-Ukraine conflict has reached a stalemate and the global economy...
2023-03-1040 minInvestor IntelligenceRetail Investors Come Roaring Back Into Financial Markets - Is This Memestock 2.0? 😳On the sixth episode of "The Finimize Podcast" Eddie Donmez welcomes his Finimize colleagues Max and Stephane to try and piece together what’s going on with markets and the economy, how this relates to the retail investor and what it means for you. Max is the VP of Community at Finimize, an expert on the retail investor and Steph is our Global Markets Analyst, an expert in the global macro. Partner with us: https://business.finimize.com/Subscribe To Finimize Newsletter: https://finimize.com/Topics Covered:00:00 - 03:15 Big Pictu...
2023-02-2730 minInvestor IntelligenceMust Listen: J.P. Morgan Asset Management's Mike Bell On Inflation, Economy, Market Outlook 🚨On the fifth episode of "The Finimize Podcast" Eddie Donmez welcomes Mike Bell, Global Market Strategist at J.P. Morgan Asset Management for a discussion on UK Inflation falling to a 6-month low, the outlook for the economy, why the FTSE 100 is at all-time highs despite this, what opportunities he sees globally and what keeps him up at night. Partner with us: https://business.finimize.com/Subscribe To Finimize Newsletter: https://finimize.com/Topics Covered:00:00 - 03:15 - UK Inflation Dropping To A 6-Month Low02:50 - 07:55 - The Outlook For Monetary...
2023-02-1524 minInvestor Intelligence2023 Crypto & Digital Asset Outlook With WisdomTree's Will Peck 🤝On the fourth episode of "The Finimize Podcast" Eddie Donmez welcomes Will Peck, Head of Digital Assets for a discussion on what exciting things he is working on in the digital assets space right now, breaking down what a digital fund actually is and how you can get exposure and what's next for WisdomTree.Partner with us: https://business.finimize.com/Subscribe To Finimize Newsletter: https://finimize.com/Topics Covered:00:00 - 02:40 - How he became the Head of Digital Assets at WisdomTree02:50 - 06:05 - The most exciting this he is...
2023-02-1030 minInvestor Intelligence2023 Global Macro Outlook With Ludovic Subran, Chief Economist at AllianzOn the third episode of "The Finimize Podcast" Eddie Donmez welcomes Ludovic Subran, Chief Economist at Allianz for a discussion on the economy, asset prices and the outlook.Follow Finimize on Twitter: https://twitter.com/finimizeFollow Ludovic: https://www.linkedin.com/in/ludovicsubran/Partner with us: https://business.finimize.com/Subscribe To Finimize Newsletter: https://finimize.com/Timestamps:- The outlook for central bank policy - will they overdeliver?- What he makes of the solid start for the year for asset prices
2023-02-0341 minInvestor IntelligenceFormer Crypto Hedge Fund Manager On Whether You Should Buy Bitcoin Right Now 💸On the second episode of The Finimize Podcast, Jonathon Hobbs, CFA, Lead Crypto Analyst at Finimize joins the show for a discussion on what went wrong for crypto last year, Bitcoin's outlook, the FTX hangover, institutional adoption, the outlook for crypto in 2023, and more.Follow Finimize on LinkedIn: https://www.linkedin.com/company/5374...Follow Finimize on Twitter: https://twitter.com/finimizeFollow Eddie Donmez: https://www.linkedin.com/in/eddie-don...Follow Jonathan Hobbs: https://www.linkedin.com/in/jonathan-...Partner with us: https://business.finimize.com/Subscribe To Finimize Newsletter...
2023-01-2635 minInvestor IntelligenceMicrosoft's $10 billion Bet On OpenAI & ChatGPT, Elon Musk's Tesla Cuts and The Tech Stock Outlook With Dan IvesOn the first episode of "The Finimize Podcast" Eddie Donmez welcomes Daniel Ives, Managing Director of Wedbush Securities for a discussion on Microsoft's partnership with OpenAI, Elon Musk's EV power-play with Tesla, the outlook for technology stocks in 2023, and more.Follow Finimize on LinkedIn: https://www.linkedin.com/company/fini...Follow Finimize on Twitter: https://twitter.com/finimizePartner with us: https://business.finimize.com/Subscribe To Finimize Newsletter: https://finimize.com/Timestamps:00:00 - Introduction 01:08 - Outlook for Tech stocks in 2023? 03:26 - Is a recession priced into stocks?
2023-01-2031 min
The Intrinsic Value Podcast - The Investor’s Podcast NetworkMI212: Why Macroeconomic Data Matters For Investors w/ Eddie DonmezIN THIS EPISODE, YOU’LL LEARN:
04:45 - How Eddie got started creating financial content and turned it into his full-time career.
13:21 - How to grow your following on social media as a content creator.
22:44 - Eddie’s top tips on how to break into the world of finance.
33:40 - What macro trends does he think are key for investors to watch right now?
35:50 - How inflation impacts a company's fundamentals.
45:56 - What are the biggest risks to global financial markets going forward?
53:27 - What investments does he think are best positioned to perform well in this inflationary environment?
And much...
2022-08-2556 min
Market MakerMM054: Why Russia won't invade Ukraine & are the Fed doomed to failIn this week's episode, I am joined by Eddie Donmez to talk about all the trending topics in markets this week.We discuss the YTD performance for US stocks and look at what the sector performance in the S&P 500 tells us about current economic conditions and the market's confidence in the Fed being able to manage the pressure of surging inflation. An update on the latest news concerning Russia-Ukraine as the US President speaks with transatlantic leaders about the Russian troop buildup. Joe Biden has remained stern in his belie...
2022-02-1855 min
Market MakerMM040: Social media stocks 'Snap', Bitcoin ATH & Trump launches TRUST SocialIn this episode, I talk to Eddie Donmez about why the crash in Snap's shares this week is bad for social media stocks but good for Apple. We also investigate the latest SPAC deal between Digital World Acquisition and Trump Media & Technology Group, as the former US President looks to circumvent big tech by launching his own app TRUTH Social. For dessert, we analyse Tesla earnings, review the performance of the first Bitcoin ETF, and comment on the latest PayPal talks to acquire Pinterest, in what could be one of the largest takeover deals of the year....
2021-10-2243 min
Market MakerMM039: M&A sugar rush, but how long can it last?In this episode, I catch up with Eddie Donmez to talk about the performance of US investment banks who have been reporting their latest quarterly earnings this week. These financial firms are raking in record sums, with fees surging past $100bln in the first nine months of the year thanks to a rush of dealmaking. So why is deal activity so crazy, and how long can it last? you'll have to listen to find out!Sign up for the Daily Market Maker newsletter www.amplifyme.com/market-maker. Hosted on Acast. See acast.com/privacy for...
2021-10-1528 min
Market MakerMM037: Tech stocks dump, inflation surges and insider trading rumours ariseIn this week's episode, Eddie Donmez takes a look at why stocks are dumping, who called Jerome Powell a dangerous man and who dumped their entire Tesla stake. Hosted on Acast. See acast.com/privacy for more information.
2021-10-0129 min
Market MakerMM033: US Non-Farm Payrolls, Robinhood, Zoom & StagflationIn this episode, Co-Founder Piers Curran and Head of AmplifyME Eddie Donmez discuss the fall out from the August US labour market report that showed the worst Non-Farm Payrolls reading of 2021 coupled with a spike in wage growth. We discuss how markets reacted and why this all feeds into a steady worsening of the economic outlook going into Q4. We also discuss Zoom fatigue and our year end price target following their 17% drop this week plus how regulatory and competition headwinds are whipping up a perfect storm for Robinhood, but can Bitcoin come to the rescue?! Hosted on Acast. S...
2021-09-0339 min
Market MakerMM031: Tesla Bot, Big Shorts & Virtual RealityIn this episode, I kick off by giving an overview as to why stocks and commodities have suffered this week, and provide colour on what Taliban control of Afghanistan means for markets. I then speak with Head of AmplifyMe, Eddie Donmez, on Tesla's new humanoid, Facebook Horizon Workroom, Amazon department stores and Michael Burry's next 'Big Short'. Hosted on Acast. See acast.com/privacy for more information.
2021-08-2043 min
Market MakerMM019: Return of meme stocks: AMC pump explainedIn this episode, I'm joined by Eddie Donmez, the Head of AmpifyME, who explains what's behind the latest explosion in meme stocks. We look closely at the cinema operator AMC and the involvement of Mudrick Capital Management, looking at who are the winners and losers in this latest episode of volatility. Hosted on Acast. See acast.com/privacy for more information.
2021-06-0211 min
Market MakerMM012: Coinbase debut & UK housing market crash?In this week's episode, I am joined by Eddie Donmez, the head of AmplifyME, as we look at the debut of Coinbase, the first listing of a major cryptocurrency exchange. Eddie explains the reason behind the initial volatility and why Cathie Wood has snapped up $352mln worth of shares in the first two days. Also discussed are the latest US bank earnings and whether there is any validity to the argument of an impending UK housing market crash. Hosted on Acast. See acast.com/privacy for more information.
2021-04-1623 min