Shows
The Modern InvestorResearch Drops: Is Anthropic Really Worth $2 Trillion?Anthropic is preparing for what could become the biggest IPO in history, with a rumoured valuation of around $2 trillion. The question for investors is whether the business can actually grow into a price tag that large. In today's episode, we’re sharing another preview of Research Drops – investment research normally available exclusively to Finimize Pro members.Finimize analyst Russell Burns looks at the bull case for Anthropic: its extraordinary growth, the scale of its infrastructure commitments, and why falling AI costs could end up driving more usage rather than less. Head to the...
2026-09-1506 min
The Modern InvestorThe Finimize Team's 2025 Investing Ideas, WrappedBefore you start thinking about new goals and fresh trades for 2026, it’s worth taking one last look back.In this episode, Finimize Analyst Stéphane Renevier joins the pod to review the Finimize team’s 2025 investing calls - what worked, what didn’t, and why. We break down the ideas that delivered standout returns, the themes that kept showing up, and the mistakes that offered the clearest lessons.Try Finimize Pro
2025-12-2418 min
The Modern InvestorThe Market’s Been Tough – But That’s What The Finimize Portfolios Were Built ForThe market’s been messy – but the Finimize Portfolios were built for mess. In today’s episode, we sit down with Finimize analyst Stéphane Renevier to dig into this report on how a rules-based strategy kept beating the S&P 500 while everything else was slipping. From momentum magic to slow-and-steady wins, we unpack what’s working – and why gut instinct isn’t in the driver’s seat.Try Finimize Pro
2025-05-0718 min
The Modern InvestorThe Future of US Stocks: S&P 500 Predictions For The Next DecadeThe past decade made investing look easy – 13% returns per year from the S&P 500, no questions asked. But the next ten years are shaping up to be a whole different story, and if you’re betting on another blockbuster decade, you might be in for a nasty – and costly – surprise. See, even if you make some pretty optimistic assumptions, US stocks are likely to return a mere 5% per year. What’s worse, the risks are tilted to the downside. So this is a good time for a gut check. Today, Finimize analyst Stephane Renevier pops in to the...
2025-01-3021 min
The Modern InvestorJD Sports’ Stock Is Down - Here’s Why That’s Great NewsThe pandemic was a golden era for sporting goods retailers – people locked out of the gym and stuck at home drove record sales of running shoes, athleisure wear, and exercise equipment. But now that life’s back to normal, those stocks don’t seem so sporty. There’s a silver lining to that though: digging into industries that have fallen out of fashion can turn up some serious investment opportunities. Take JD Sports Fashion, for example: its share price has taken a tumble and now looks like a steal, based on key valuation metrics. In t...
2025-01-2313 min
The Modern InvestorAI Has Turned Utilities Into A Power Play. These Three Stocks Are Set To Light UpUS electricity demand has been, *ahem*, static over much of the past two decades, but it’s finally beginning to light up. That’s partly thanks to the explosive growth of AI. The innovative technology’s huge need for power now means that utility companies – traditionally one of the dullest corners of the stock market – could offer investors a pretty exciting way to play the market’s latest obsession.In today's episode we sit down with Finimize analyst Reda Farran, who's taken a look at the sector and found three brightly shining stocks that you may want to...
2025-01-1624 min
The Modern InvestorWhere to Invest in 2025: Finimize Analyst RoundtableAI is a big thing, but it’s not the only thing. In today’s podcast, we get five Finimize analysts – Carl Hazeley, Reda Farran, Stéphane Renevier, Theodora Lee Joseph, and Russell Burns – to discuss where they see opportunities now. And – yes, fine – some of their investing ideas are AI-related. But not, by any means, all of them. Subscribe to the Finimize Newsletter: https://finimize.com/Try Finimize Pro
2025-01-0742 min
The Modern Investor2024’s Lessons & 2025’s Biggest Opportunities: Finimize Analyst RoundtableAfter some too much turkey and an unfamiliar chocolate dessert, the Finimize analysts huddled in the studio for a chance to talk markets. They went around the room, sharing their big takeaways, the events that surprised them, and the things they see just ahead for this quarter-century year. They also dished about the trends and risks that they see mostly flying under the radar. Try Finimize ProSubscribe to the Finimize Newsletter: https://finimize.com/
2024-12-2424 min
The Modern InvestorBlue Whale Growth Fund’s Stephen Yiu Reveals Why He’s Buying Nvidia And Selling MicrosoftSubscribe to our daily financial news show, The Finimize Daily Brief (Spotify), The Finimize Daily Brief (Apple Podcasts). It’d be easy to think about Microsoft and Nvidia in the same way. But the two AI stock darlings have more that separates them than unites them. In today’s Podcast, Stephen Yiu – the CIO of Blue Whale Growth Fund – chats with Carl about what sets the two tech giants apart.Partner with us: https://business.finimize.com/Subscribe to the Finimize Newsletter: https://finimize.com/
2024-10-0142 min
The Modern InvestorGeneration: Ex-UBS CMO Johan Jervøe: Why Your Brand Needs Emotion To Truly Build TrustBrought to you by our sister podcast, Generation (Spotify) (Apple Podcasts).Unlock the secrets of exceptional marketing with Johan Jervøe, former CMO of UBS and Intel. Max and Johan discuss the power of customer insight, how to leverage celebrity endorsements, the art of crafting campaigns that really resonate, and much more.Partner with us: https://business.finimize.com/Subscribe To the Finimize newsletter: https://share-eu1.hsforms.com/1TVySdLKsSxmyp0sBmOcNrg2b9knnCheck out our daily financial news show, The Finimize Daily Brief (Spotify), The Finimize Daily Brief (Apple Podcasts).
2024-09-1241 minThe Modern InvestorPersonal Finance Roundtable: Finimize Analysts, On Smart Money Moves For 2024Subscribe to our daily financial news show, The Finimize Daily Brief (Spotify), The Finimize Daily Brief (Apple Podcasts). On today's episode, Carl and the gang dive into the fundamentals of personal finance. They explore essential topics like how much cash you should really hold, and how to use it, pensions, fixing mortgage rates, and balancing risk and return in your retirement planning. Hear from Stéphane Renevier, Reda Farran, Theodora Lee Joseph, and Russell Burns. Partner with us: https://business.finimize.com/Subscribe To Finimize Newsletter: https://finimize.com/
2024-09-1017 min
The Modern InvestorThe Man Who's Tracked Warren Buffett For 40 Years, On The Real Reason Behind His Big Stock Sell-OffSubscribe to our daily financial news show, The Finimize Daily Brief (Spotify), The Finimize Daily Brief (Apple Podcasts).No one knows Warren Buffett like David Kass: the finance professor's been tracking the Oracle’s every move since the 1980s. He sat down with our show's producer, Guy Gardener, to explain what he thinks about Buffett's latest stock moves – and what he might do next.Listen in the Finimize app, or wherever you get your podcasts.Partner with us: https://business.finimize.com/Subscribe to the Finimize Newsletter: https://finimize.com/
2024-09-0323 min
The Modern InvestorSpecial Announcement - The Finimize Daily Brief: Subscribe To Our Sister Show!Subscribe to our daily financial news show, The Finimize Daily Brief (Spotify), The Finimize Daily Brief (Apple Podcasts).The show gives you everything you need to know about the day's biggest financial stories and trends, in five minutes or less - plus a regular Q+A with our world-class analysts.
2024-08-2400 minThe Modern InvestorSree Kochugovindan, Senior Economist At Abrdn, On 2024’s Cruel SummerIf you were hoping for some stable predictability in the markets, well, 2024 might not be your year. Sree Kochugovindan, senior research economist at abrdn, has been watching the recent blast higher in volatility. She sat down with Carl recently and discussed how interest rate decisions from the world’s big central banks (especially in the US and Japan) have driven a lot of the market’s swings. But, she noted that other things are playing a role, too, and with the US presidential election just a few months away, things are likely to remain tumultuous for a while...
2024-08-1335 minThe Modern InvestorThe Finimize Analysts Spill Their Midyear Investing ViewsThe Finimize analyst team get together for a mid-year hurrah. They checked in on how their 2024 predictions have played out so far, and what they’re expecting for the rest of the year. Hear from Stéphane Renevier, Reda Farran, Theodora Lee Joseph, and Russell Burns – hosted by Carl Hazeley. They’ll make some fresh predictions, share what they’ve learned, and exchange some witty banter (maybe. You be the judge.).Listen in the Finimize app, or wherever you get your podcasts.Partner with us: https://business.finimize.com/Subscribe to the Finimize Newslette...
2024-08-0617 min
The Modern InvestorThe Finimize Daily Brief: Meta Reported Stronger Than Expected Sales, And The Bank Of Japan Raised Its Benchmark Interest RateThe Bank of Japan raised its benchmark interest rate to the highest point since 2008, and Meta reported stronger-than-expected sales for last quarter.Today’s stories:Surf’s Up For Meta: The Firm Reported Stronger Sales Than ExpectedThe Bank Of Japan Raised Interest Rates For Just The Second Time Since 2007Try Finimize Premium
2024-08-0104 min
The Modern InvestorGeneration: Harness The Power Of NPS, With Ex-State Street CMO Hannah GroveYou’ve probably heard of the Net Promoter Score, or NPS. But on this episode of the Generation Podcast, Hannah Grove - ex-State-Street CMO and now board member at abrdn - is going to show you how to harness it. She sat down with Max to discuss how Hannah transformed State Street as a marketeer, why NPS should be a CMO’s number 1 metric, and why it’s so hard to create great content in-house. Partner with us: https://business.finimize.com/Subscribe To Finimize Newsletter: https://finimize.com/
2024-07-3143 minThe Modern InvestorTrump Vs. Harris: What The US Election Could Mean For MarketsGeopolitics and macroeconomics have never been so intertwined, so Paul Diggle, chief economist at abrdn shared his analysis covering different scenarios for the US presidential election and the potential market impact of each outcome. Paul also discussed why he likes the look of corporate bonds right now, why he’s warming up to real estate after avoiding it for a while, and what he makes of the US dollar.Listen in the Finimize app, or wherever you get your podcasts.Partner with us: https://business.finimize.com/Subscribe To Finimize Newsletter: htt...
2024-07-3043 min
The Modern InvestorThe Finimize Daily Brief: Bill Ackman Slashed His New Fund’s Target, And The Latest US Inflation Data Looks PromisingBrought to you by our daily financial news show - subscribe here: The Finimize Daily Brief (Spotify), The Finimize Daily Brief (Apple Podcasts). Finfluencer Bill Ackman slashed the target size for his brand-new fund, while the latest look at inflation hinted that the US could achieve a soft landing.Today’s stories:Bill Ackman Slashed The Target Size For His New Fund By A MileThe Fed’s Trusted Inflation Measure Pointed To Cooler Blue LevelsTry Finimize Premium
2024-07-2705 min
The Modern InvestorThe Finimize Daily Brief: The US Economy Grew Faster Than Expected, And AI Jitters Sent Markets Into A TailspinBrought to you by our daily financial news show - subscribe here: The Finimize Daily Brief (Spotify), The Finimize Daily Brief (Apple Podcasts).US economic growth cruised at a faster-than-expected pace, while an AI selloff stoked wider worries about the Big Tech-driven stock market.Today’s stories:The US Economy Grew At A Surprisingly Snappy Pace Last QuarterAI Jitters Sent Markets The World Over Into A TailspinTry Finimize Premium
2024-07-2605 min
The Finimize Daily BriefThe US Economy Grew Faster Than Expected, And AI Jitters Sent Markets Into A TailspinBrought to you by our daily financial news show - subscribe here: The Finimize Daily Brief (Spotify), The Finimize Daily Brief (Apple Podcasts).US economic growth cruised at a faster-than-expected pace, while an AI selloff stoked wider worries about the Big Tech-driven stock market.Today’s stories:The US Economy Grew At A Surprisingly Snappy Pace Last QuarterAI Jitters Sent Markets The World Over Into A TailspinTry Finimize Premium
2024-07-2605 min
The Modern InvestorThe Finimize Daily Brief: European Firms Are Struggling With Slow Chinese Demand, And British Business Activity Is Looking BrighterBrought to you by our daily financial news show - subscribe here: The Finimize Daily Brief (Spotify), The Finimize Daily Brief (Apple Podcasts). European firms are facing a dismal quarter as demand from China slows, while business activity in Britain showed it’s making a comeback.Today’s stories:European Firms Are Looking Glum As Demand From China SlowsThe Clouds Might Finally Be Parting For The UK EconomyTry Finimize Premium
2024-07-2505 min
The Modern InvestorThe Finimize Daily Brief: Alphabet Beat Expectations, And Ether Spot ETFs Just LaunchedBrought to you by our daily financial news show - subscribe here: The Finimize Daily Brief (Spotify), The Finimize Daily Brief (Apple Podcasts). Alphabet delivered an expectation-beating – yet slightly ho-hum – quarterly update, while ether spot ETFs started trading in the US.Today’s stories:Alphabet Spelled Out Better-Than-Expected ResultsIn A Big Step For Crypto, The First Spot Ether ETFs Just LaunchedTry Finimize Premium
2024-07-2405 min
The Modern InvestorThe Finimize Daily Brief: Warren Buffett Sold Bank Of America Stock, And Elliott Management Picked Up A Stake In StarbucksBrought to you by our daily financial news show - subscribe here: The Finimize Daily Brief (Spotify), The Finimize Daily Brief (Apple Podcasts).Warren Buffett cashed in some Bank of America stock, while activist fund Elliott Management ordered up a serving of Starbucks.Today’s stories:Warren Buffett’s Berkshire Hathaway Gave Its Bank of America Stake A TrimActivist Fund Elliott Management Picked Up A Venti Stake In StarbucksTry Finimize Premium
2024-07-2305 min
The Modern InvestorThe Finimize Daily Brief: CrowdStrike Sparked A Massive Global Tech Outage, And OpenAI Buddied Up To BroadcomBrought to you by our daily financial news show - subscribe here: The Finimize Daily Brief (Spotify), The Finimize Daily Brief (Apple Podcasts). A swing and the biggest of misses for CrowdStrike led to global IT chaos, while OpenAI cozied up to Broadcom for a fresh supply chain connection.Today’s stories:Cybersecurity Firm CrowdStrike Struck Out, Sparking A Huge Global Tech OutageOpenAI’s Chatting Up Broadcom For A Fresh Supply Chain ConnectionTry Finimize Premium
2024-07-2005 min
The Modern InvestorThe Finimize Daily Brief: Shipping Troubles And Tariff Threats Could Stoke Global Inflation, And TSMC Unveiled Strong AI-Powered ResultsBrought to you by our daily financial news show - subscribe here: The Finimize Daily Brief (Spotify), The Finimize Daily Brief (Apple Podcasts). Global shipping troubles and threats of fresh tariffs revived old worries about inflation, while chipmaker TSMC unveiled its AI-powered results.Today’s stories:Global Shipping Troubles And Tariff Threats Could Cause Waves For InflationThe Chips Are Up For TSMC, And The Future Is Looking Bright TooTry Finimize Premium
2024-07-1905 min
The Modern InvestorThe Finimize Daily Brief: ASML’s Stock Fell Despite Strong Results, And The Russell 2000 Had Its Best Streak In YearsBrought to you by our daily financial news show - subscribe here: The Finimize Daily Brief (Spotify), The Finimize Daily Brief (Apple Podcasts). ASML reported strong results, but geopolitical tensions threatened to cloud its outlook, while the Russell 2000 index notched its best five-day streak since 2020.Today’s stories: ASML’s Strong Results Were Overshadowed By Potential Trade RestrictionsSmaller Stocks Have Been Rallying: The Russell 2000 Just Notched A Five-Day StreakTry Finimize Premium
2024-07-1805 min
The Modern InvestorThe Finimize Daily Brief: Bank Of America And Morgan Stanley Beat Expectations, And Saudi Arabia Is Struggling To See Its Plans ThroughBrought to you by our daily financial news show - subscribe here: The Finimize Daily Brief (Spotify), The Finimize Daily Brief (Apple Podcasts). Morgan Stanley and Bank of America posted better-than-expected updates – and while Saudi Arabia has big plans, they’re proving tricky to pull off.Today’s stories: Both Bank Of America And Morgan Stanley Released Expectation-Beating ResultsSaudi Arabia’s Multi-Trillion-Dollar Makeover Isn’t Going According To PlanTry Finimize Premium
2024-07-1705 minThe Modern InvestorRobinhood’s Steph Guild, On Meme Stocks, The “Roaring Kitty”, And The Rise Of The Retail InvestorDIY traders have grown up a lot since that first wild GameStop ride. Steph Guild, Senior Director of Investment Strategy at Robinhood tells the tale, plus the surprising things those investors want and need from their trading tools now.Listen in the Finimize app, or wherever you get your podcasts.Partner with us: https://business.finimize.com/Subscribe To Finimize Newsletter: https://finimize.com/
2024-07-1642 min
The Modern InvestorThe Finimize Daily Brief: Google May Possibly Buy Cybersecurity Firm Wiz, And China’s Economy Dragged In Disappointing NumbersBrought to you by our daily financial news show - subscribe here: The Finimize Daily Brief (Spotify), The Finimize Daily Brief (Apple Podcasts).Google is reportedly in talks to buy cybersecurity firm Wiz for $23 billion, while China’s slow economic growth is causing waves in the luxury market.Today’s stories: Google’s Parent Alphabet Could Buy Cybersecurity Firm Wiz For $23 BillionChina’s Economy Is Growing More Slowly, And That’s Hurting The Luxury IndustryTry Finimize Premium
2024-07-1604 min
The Modern InvestorThe Finimize Daily Brief: JPMorgan Chase Crushed Expectations, And Analysts Are Optimistic About This Earnings SeasonBrought to you by our daily financial news show - subscribe here: The Finimize Daily Brief (Spotify), The Finimize Daily Brief (Apple Podcasts).JPMorgan Chase and Citigroup announced blowout second-quarter earnings, while analysts are more optimistic than usual about US companies this earnings season.Today’s stories: JPMorgan Chase Came Out Swinging With Results That Crushed ExpectationsAnalysts Are Cautiously Optimistic About This Earnings SeasonTry Finimize Premium
2024-07-1304 minThe Modern InvestorThe Finimize Daily Brief: Retail Investors Are Optimistic, And Professional Investors Are Worried About Round-The-Clock TradingBrought to you by our daily financial news show - subscribe here: The Finimize Daily Brief (Spotify), The Finimize Daily Brief (Apple Podcasts).Fresh data showed retail investors are the most optimistic they’ve ever been, while professional investors are concerned about round-the-clock retail trading.Today’s stories: According To The Modern Investor Pulse, Retail Investors Are Very Optimistic Right NowProfessional Investors Are Concerned About Round-The-Clock Retail TradingTry Finimize Premium
2024-07-1204 min
The Modern InvestorThe Finimize Daily Brief: Microsoft And Apple Stepped Away From OpenAI, And China Inched Closer To DeflationBrought to you by our daily financial news show - subscribe here: The Finimize Daily Brief (Spotify), The Finimize Daily Brief (Apple Podcasts).Microsoft and Apple put space between themselves and OpenAI, while China inched closer to deflation – a worrying sign for the world's second-biggest economy.Today’s stories: Microsoft Ditched Its Board Seat At OpenAI, And Apple’s Stepping Away TooChina’s Getting Closer To Deflation – And That’s Not GoodTry Finimize Premium
2024-07-1105 min
The Modern InvestorThe Finimize Daily Brief: User Growth At X Was Slow Last Quarter, And Passive Funds Are Beating Active Ones This YearBrought to you by our daily financial news show - subscribe here: The Finimize Daily Brief (Spotify), The Finimize Daily Brief (Apple Podcasts). There weren’t many new users to count over at X (formerly Twitter) last quarter, while most active funds have fallen short of beating the S&P 500 this year.Today’s stories: New Users Were Few And Far Between At X (Formerly Twitter) Last QuarterSlow And Steady Is Paying Off, With Passive Funds Pulling Ahead This YearTry Finimize Premium
2024-07-1005 min
The Modern InvestorThe Finimize Daily Brief: Global Temperatures Breached A Climate Threshold, And France Is In Political DeadlockBrought to you by our daily financial news show - subscribe here: The Finimize Daily Brief (Spotify), The Finimize Daily Brief (Apple Podcasts). Global temperatures breached a key climate threshold for a full year, while the French government’s in deadlock after a surprise win for the left.Today’s stories: Global Temperatures Breached A Key Climate Threshold For A Full YearAfter An Unexpected Turn Of Events, France Is In Political DeadlockTry Finimize Premium
2024-07-0905 min
The Modern InvestorThe Finimize Daily Brief: The Labour Party Won The UK Election, And The US Added More Jobs Than ExpectedBrought to you by our daily financial news show - subscribe here: The Finimize Daily Brief (Spotify), The Finimize Daily Brief (Apple Podcasts). The Labour Party won the UK election by a landslide, while the US created 206,000 jobs in June – more than expected.Today’s stories: The Labour Party Won In The UK, Creating A (More Stable) Majority GovernmentThe US Added More Jobs Than Expected, But That’s Not The Whole StoryTry Finimize Premium
2024-07-0605 min
The Modern InvestorThe Finimize Daily Brief: Tesla Turned A Corner With The Help Of AI, And Japanese Wages Are Set To RiseBrought to you by our daily financial news show - subscribe here: The Finimize Daily Brief (Spotify), The Finimize Daily Brief (Apple Podcasts).Tesla turned the corner, and AI was in the driver’s seat, while Japan’s wages are set to rise at their highest rate in more than 30 years.Today’s stories: Investors Are Paying Attention To Tesla Again, And That’s Partly Thanks To AIJapan’s Trade Unions Just Secured The Biggest Pay Hike Since 1990Try Finimize Premium
2024-07-0404 min
The Modern InvestorThe Finimize Daily Brief: Revolut Made A Record Profit, Tech Firms Went Nuclear To Power AIBrought to you by our daily financial news show - subscribe here: The Finimize Daily Brief (Spotify), The Finimize Daily Brief (Apple Podcasts). Revolut's new legion of customers helped the fintech make a record-breaking profit, while tech companies are turning to nuclear energy to satisfy the power demands of AI.Today’s stories: Revolut Flashed A Record Profit, Thanks To Higher Interest Rates And More UsersTech Firms Have Been Going Nuclear To Meet The Lofty Power Demands Of AITry Finimize Premium
2024-07-0305 minThe Modern InvestorThe Daily Brief: The “Roaring Kitty” Disclosed A New Stake, And China’s Economic Data DisappointedBrought to you by our daily financial news show - subscribe here: The Finimize Daily Brief (Spotify), The Finimize Daily Brief (Apple Podcasts). Keith Gill, a.k.a. “Roaring Kitty”, caused more ruptures in the stock market, while China's patchy stats showed exactly why its stock rally ran out of puff.Today’s stories: The “Roaring Kitty” Chowed Down On Pet Food Retailer Chewy’s StockChina’s Manufacturing And Services Sectors Are Looking Worse For WearTry Finimize Premium
2024-07-0205 min
The Modern InvestorThe Finimize Daily Brief: Nike’s Stock Plunged After A Disappointing Forecast, And US Inflation Came In Close To TargetNike dropped a dull full-year forecast and investors went running, while US inflation came in close to target – but that didn’t change rate cut expectations.Today’s stories: Nike’s Stock Plunged After The Sportswear Giant Released A Dreary ForecastUS Inflation Is Getting Closer And Closer To Toeing The Fed’s LineTry Finimize Premium
2024-06-2905 min
The Modern InvestorThe Finimize Daily Brief: SpaceX’s Latest Offer Could See Its Valuation Soar, And Micron Posted Better-Than-Expected ResultsSpaceX could become the world’s second-highest-valued private company, while US chip giant Micron announced better-than-expected results.Today’s stories: SpaceX Could Become The World’s Second-Highest-Valued Private CompanyMicron Beat Expectations, But Investors Still Ditched The American Chipmaker’s StockTry Finimize Premium
2024-06-2805 minThe Modern InvestorThe Finimize Daily Brief: Novo Nordisk's Wegovy Got The Green Light In China, And Denmark Approved A Carbon Tax On AgricultureBrought to you by our daily financial news show - subscribe here: The Finimize Daily Brief (Spotify), The Finimize Daily Brief (Apple Podcasts).China approved Novo Nordisk's weight-loss wonder drug Wegovy, while Denmark approved the world’s first carbon tax on agriculture.Today’s stories: Novo Nordisk Got The Green Light In China For Its Weight-Loss Drug WegovyDenmark Just Approved The World’s First Polluting Tax On AgricultureTry Finimize Premium
2024-06-2705 minThe Modern InvestorThe Finimize Daily Brief: Airbus Lowered Its Profit Outlook, And The EU Charged Apple And MicrosoftBrought to you by our daily financial news show - subscribe here: The Finimize Daily Brief (Spotify), The Finimize Daily Brief (Apple Podcasts).Airbus lowered its profit outlook for the year, while Apple and Microsoft were charged under the EU’s new Digital Markets Act.Today’s stories: Airbus Lowered Its Profit Outlook After Lingering Supply Chain KinksApple And Microsoft Have Been Caught In The EU’s Regulatory CrunchTry Finimize Premium
2024-06-2605 min
The Modern InvestorGeneration: How AI Will Transform Fintech Innovation, With Lex Sokolin Of Generative VenturesBrought to you by our sister show, Generation (Spotify), Generation (Apple Podcasts).So much of what gets labeled as “corporate innovation” is just old ideas in vaguely new wrappers. On today’s Generation Podcast, Max talks to Lex Sokolin, an entrepreneur and economist who understands the difference. He’s at the forefront of the next generation of financial services, so you won’t want to miss this.Partner with us: https://business.finimize.com/Subscribe To Finimize Newsletter: https://finimize.com/
2024-06-2532 minThe Modern InvestorThe Finimize Daily Brief: Apple Might Collaborate With Meta, And Copper Prices Have Started To FallBrought to you by our daily financial news show - subscribe here: The Finimize Daily Brief (Spotify), The Finimize Daily Brief (Apple Podcasts).Apple and Meta seemingly put the past behind them to talk about collaborating, while copper prices are starting to fall from their record highs.Today’s stories: Apple Could Integrate One Of Meta’s AI Models Into Its ProductsCopper Prices Have Started To Fall From Their Recent Record HighsTry Finimize Premium
2024-06-2504 min
The Modern InvestorGeneration: How Revolut Grew To Its First 10 Million Customers, With Chad West, Their First Marketing HireBrought to you by our sister show, Generation (Spotify), Generation (Apple Podcasts).Chad West knows how to grow a fintech firm: he led marketing at Revolut for nearly five years, as its user base hit 10 million. Now, he advises other early-stage CMOs and serves as the marketing VP at crypto platform Argent. Today, he’s sitting down with Max to talk about fintech growth.Partner with us: https://business.finimize.com/Subscribe To Finimize Newsletter: https://finimize.com/
2024-06-2549 min
The Modern InvestorThe Finimize Daily Brief: Revolut’s Share Sale Could Value It At $40 Billion, Birth Rates In OECD Countries Are FallingBrought to you by our daily financial news show - subscribe here: The Finimize Daily Brief (Spotify), The Finimize Daily Brief (Apple Podcasts).Revolut is aiming for a valuation of over $40 billion, while birth rates in industrialized economies have more than halved since 1960.Today’s stories: Revolut’s Share Sale Could Value The Fintech Company At Over $40 BillionBirth Rates In OECD Countries Have More Than Halved Over The Last 60 Years Or SoTry Finimize Premium
2024-06-2205 min
The Modern InvestorThe Finimize Daily Brief: The Bank Of England Held Interest Rates Steady, The European Central Bank Cautioned Over Heavy DebtSubscribe to our daily financial news show, The Finimize Daily Brief (Spotify), The Finimize Daily Brief (Apple Podcasts). The Bank of England kept interest rates unchanged, while soaring debt in the European Union added drama to a volatile market.Today’s stories: The Bank Of England Held Interest Rates Steady For The Seventh Time In A RowThe European Central Bank Cautioned Its Member Countries Over Heavy DebtTry Finimize Premium
2024-06-2105 min
The Modern InvestorThe Finimize Daily Brief: UK Inflation Came In On Target, US Carmaker Fisker Filed For BankruptcyBrought to you by our daily financial news show, The Finimize Daily Brief (Spotify), The Finimize Daily Brief (Apple Podcasts). The UK beat the US and eurozone to inflation coming in on target, while American carmaker Fisker filed for bankruptcy.Today’s stories: British Inflation Came In Bang On Target For The First Time In Three YearsAnother EV Maker Bites The Dust: American Firm Fisker Filed For BankruptcyTry Finimize Premium
2024-06-2004 min
The Modern InvestorThe Finimize Daily Brief: A Major Tech ETF Is Set To Load Up On Nvidia, The S&P 500 Broke Another RecordBrought to you by our daily financial news show, The Finimize Daily Brief (Spotify), The Finimize Daily Brief (Apple Podcasts). A major tech ETF is set to load up on Nvidia, at the expense of Apple, while the S&P 500 broke yet another record.Today’s stories: One Of The World’s Most Prominent Tech ETFs Looks Set To Load Up On NvidiaThe S&P 500 Broke Yet Another Record, But Opinions Are Mixed On What’s NextTry Finimize Premium
2024-06-1905 minThe Modern InvestorHaig Bathgate, Atomos’s Head Of Investing, On How AI Is Changing MarketsIn this episode, Carl and Haig talk about the AI revolution and the unique approach that Atomos is taking in the discretionary fund manager space. Plus, Carl gets Haig to share his first and best investments, and the qualities that make a successful investor and leader. Listen in the Finimize app, or wherever you get your podcasts.Partner with us: https://business.finimize.com/Subscribe To Finimize Newsletter: https://finimize.com/Try Finimize Premium
2024-06-1828 min
The Modern InvestorThe Finimize Daily Brief: The US Is Attracting A Third Of Global Capital, Paris Is No Longer Europe’s Biggest Stock MarketBrought to you by our daily financial news show, The Finimize Daily Brief (Spotify), The Finimize Daily Brief (Apple Podcasts).One in every three global investment dollars is landing in the US, while political turmoil cost Paris its crown as Europe’s biggest stock market.Today’s stories: One In Every Three Global Investment Dollars Is Landing In The USParis Lost Its Title As Europe’s Biggest Stock Market After Political TurmoilTry Finimize Premium
2024-06-1805 min
The Modern InvestorThe Finimize Daily Brief: “Roaring Kitty” Changed Up His GameStop Play, US Corporate Cash Piles Swelled To A Record $4.1 Trillion Last QuarterBrought to you by our new daily financial news show, The Finimize Daily Brief (Spotify), The Finimize Daily Brief (Apple Podcasts). Keith Gill, a.k.a. “Roaring Kitty”, changed up his GameStop play, meanwhile US corporate cash piles swelled to a record $4.1 trillion last quarter, giving companies plenty of ammoToday’s stories: Looks Like “Roaring Kitty” Now Holds Around Nine Million GameStop SharesUS Companies Are Looking Flush After Beefing Up Their Cash ReservesTry Finimize Premium
2024-06-1505 min
The Modern InvestorThe Finimize Daily Brief: Europe Hit Chinese EVs With New Tariffs, The Eurozone’s Industrial Output DippedBrought to you by our daily financial news show, The Finimize Daily Brief (Spotify), The Finimize Daily Brief (Apple Podcasts). Europe announced fresh tariffs on Chinese EVs, while the latest dip in the eurozone’s industrial sector suggested a fragile recovery.Today’s stories: The European Union Announced Fresh Tariffs On Chinese EVsIndustrial Output In The Eurozone Dipped, But The Region’s Stocks Could Still Stand A ChanceTry Finimize Premium
2024-06-1405 min
The Modern InvestorThe Finimize Daily Brief: The Fed Signaled Just One Rate Cut This Year, The World Bank Lifted Its Global OutlookBrought to you by our daily financial news show, The Finimize Daily Brief (Spotify), The Finimize Daily Brief (Apple Podcasts). The Fed signaled that investors might have to wait longer for a rate cut, while the World Bank hiked its forecast for the global economy.Today’s stories: The Fed Signaled That There Might Be Just One Rate Cut This YearThe World Bank Lifted Its Global Growth Outlook For The YearTry Finimize Premium
2024-06-1305 min
The Modern InvestorThe Finimize Daily Brief: Apple Launched Its Own AI System, Activist Investor Elliott Took A Stake In SouthwestBrought to you by our new daily financial news show, The Finimize Daily Brief (Spotify), The Finimize Daily Brief (Apple Podcasts). Apple revealed its very own AI system for the first time, while Elliott Investment Management snapped up shares in Southwest Airlines.Today’s stories: Apple Launched Its Own AI System To Compete With (Artificially) Intelligent RivalsActivist Fund Elliott Management Purchased A Stake In Southwest AirlinesTry Finimize Premium
2024-06-1205 min
The Modern InvestorThe Finimize Daily Brief: The S&P 500 Shuffled Its Deck, Insurers Braced For A Tough Hurricane SeasonToday's episode is brought to you by our new daily financial news show, The Finimize Daily Brief (Spotify), The Finimize Daily Brief (Apple Podcasts). The S&P 500 is reshuffling, adding private investment and software firms, while insurers are using bonds to brace for a tough hurricane season.Today’s stories: The S&P 500 Is Booting Out The Old And Bringing In The NewInsurers Are Battening Down The Hatches, Issuing Catastrophe BondsTry Finimize Premium
2024-06-1104 min
The Modern InvestorThe Finimize Daily Brief: The US Added More Jobs Than Expected, Nvidia Split Its Stock Ten To OneThe US added more jobs than expected in May, while Nvidia investors have more shares each after the firm’s ten-to-one stock split.Today’s stories: The US Economy Beat Job Expectations Again, But More Might Not Be MerrierNvidia Investors Have Ten Times As Many Shares Each After The Firm’s Stock SplitTry Finimize Premium
2024-06-0804 min
The Modern InvestorThe Finimize Daily Brief: The ECB Cut Interest Rates, The NBA Looks Set To Score Three DealsThe ECB cut interest rates for the first time since 2019, while the NBA is reportedly close to sealing media rights deals worth $76 billion.Today’s stories: The ECB Took A Step Toward Lower Interest Rates, With Its First Trim Since 2019The NBA Could Score A Three-Pointer, Negotiating Deals With Multiple NetworksTry Finimize Premium
2024-06-0704 min
The Modern InvestorThe Finimize Daily Brief: Elliott Management Is Targeting SoftBank, China’s Risking Even More TariffsBrought to you by our daily financial news show, The Finimize Daily Brief (Spotify), The Finimize Daily Brief (Apple Podcasts). Activist hedge fund Elliott Investment Management targeted SoftBank, while China’s exporting spree might have sparked another round of tariffs.Today’s stories:Activist Investor Elliott Management Wants To Whip SoftBank Into ShapeChina’s Exporters Have Branched Out Beyond High-Tech Products, Risking Even More TariffsTry Finimize Premium
2024-06-0604 min
The Modern InvestorIntroducing...The Finimize Daily BriefToday's episode is brought to you by our new daily financial news show, The Finimize Daily Brief (Spotify), The Finimize Daily Brief (Apple Podcasts). Get everything you need to know about the day's biggest financial stories and trends, in five minutes or less, plus a regular Q+A with our world-class team of analysts. Episodes out Tues-Sat.On today's show, India’s stocks stumbled after the country’s election, while Bill Ackman sold a 10% stake in Pershing Square.Today’s stories:India’s Wild Ride To New Market Highs Hit A Stomach-Dropping PotholeBill...
2024-06-0504 minThe Modern InvestorGeneration: How To Build A Product Customers Crave, With Wealthfront's Dave Myszewski, Engineer On The Original iPhoneBrought to you by our sister show, Generation.Dave Myszewski knows what it feels like to build a product that delivers exponential growth – and that’s shaped how he leads a team. On today’s Generation Podcast, Max sits down with the legendary fintech product builder.Partner with us: https://business.finimize.com/Subscribe To Finimize Newsletter: https://finimize.com/Max Rothery: https://www.linkedin.com/in/maxrothery/
2024-05-2936 minThe Modern InvestorFidelity’s Jurrien Timmer, On Inflation And Why 3% Is The New 2%The Federal Reserve’s 2% inflation target is just gravity: it’s a sure force, something the investing world simply takes for granted. But, Fidelity Investments’s Jurrien Timmer believes that force is about to change: “Three is the new two in terms of inflation. And by some metrics, if you take longer-term measures of inflation, we’re closer to three and a half”. Timmer is director of global macro at Fidelity, an 80-year-old investing house that manages an astounding $13 trillion. In the latest episode of the Finimize podcast, he and Carl discuss where US inflation will ultimately land, whether the yield cu...
2024-05-2837 minThe Modern InvestorSEI’s Jim Smigiel On The Market’s Three (And Only Three) Magnificent StocksIf you’re counting up “magnificent” stocks and you get to seven, SEI’s Jim Smigiel says you might want to check your arithmetic. At most, there are three. Jim dropped by the Finimize studio recently to chat with our own Carl Hazeley about those much-touted stocks, why passive investing’s glory days are behind us, and why a good investor is humble, self-aware, diversified, and paranoid. Listen in the Finimize app, or wherever you get your podcasts.Partner with us: https://business.finimize.com/Subscribe to the Finimize Newsletter: https://finimize.co...
2024-05-2134 minThe Modern InvestorGeneration: Daniel Garrett, CEO of Farewill, On How He Built A Successful Brand In The 'Death Industry'Today we're bringing you the latest episode from our sister-show at Finimize, Generation.It's an achievement to build a disruptive, innovative startup in any industry. It's another entirely to build it in one that revolves around a subject no-one wants to talk about: death. But that's exactly what today's guest Dan Garrett - founder and CEO of will-writing company Farewill - has done. In less than a decade Dan's built the biggest will-writer in the UK, a leading firm in an industry that sits at the heart of the great wealth transfer. In...
2024-05-0930 minThe Modern InvestorGeneration: Dan Hegarty, On Making Your Brand “Unignorable”Today's episode is from our sister show here at Finimize, Generation . The financial services industry is going through a seismic change - the great wealth transition - that means modern retail investors are more important than ever before. That's why Max Rothery, VP of Community at Finimize is on a mission to meet some of the smartest minds changing how financial services engage with modern investors.In this episode Max talks to Dan Hegarty, founder of digital mortgage broker Habito and, more recently, Communion Saves. The two-time startup founder says he finds greater cre...
2024-04-2434 minThe Modern InvestorIntroducing...The Generation PodcastToday's show is a special guest episode brought to you by our new sister show here at Finimize, Generation. The great wealth transition is coming. And if you’re a leader in financial services, you need to be ready to navigate the seismic change that’s already happening in our industry. That's why Max Rothery, VP of Community at Finimize is on a mission to meet some of the smartest minds changing how financial services engage with modern investors.In this episode, Max chews the fat with Chris Worle, a former Chief Digital Office...
2024-04-1038 minThe Modern InvestorStock Pickers Academy’s Founder Demystifies Investing, Using His Advanced PlaybookEvery day is a school day. And when you get a chance to hear from the founder of an investing community, Debodun Osekita, you’re going to want to sit at the front of the class. (You may even want to take notes.) Debodun talks about why he founded Stock Pickers Academy and what it means to begin an investing journey. He then breaks down his investment processes: how he screens for opportunities, which assets he focuses on, what he looks for in a broker – and his own savvy method for turning a profit even when prices go ag...
2024-04-0237 minThe Modern InvestorMorgan Stanley, On How To Find Emerging Market Wins (And Sidestep Everything Else)For a long time, the phrase “emerging market investing” pretty much meant investing in China. But that’s not the case anymore – not by a long shot. Now, the focus has shifted to places like India and Saudi Arabia. And other opportunities and challenges are coming into view across the emerging market landscape too. Amy Oldenburg, the head of emerging market equity at Morgan Stanley, dropped by the Finimize studio recently to chat with our own Carl Hazeley about the opportunities and the challenges out there, and the investing approach she’s taking now. Listen in the Finim...
2024-03-2636 min
The Modern InvestorCathie Wood’s Investing Record Is Legendary: Here’s What She’s Watching For 2024AI and tech were the story in 2023: they lifted the Nasdaq to a 43% gain – one of the index’s best years this century. So, at the end of the year, we invited (none other than) Cathie Wood, the founder and CEO of Ark Invest, back to the studio to sit down with Finimize CEO Maximillian Rofagha. Wood is a legend in tech investing, and launched ARK with the sole purpose of focusing on disruptive innovation. You’ll want to hear what she has to say about tech, AI, and the investment themes to watch in 2024. Listen in the...
2024-01-0936 min
The Modern InvestorYour 2024 Big-Picture Outlook, With Liz Ann Sonders, Karen Ward, And Michelle MeyerIt’s not every day you get a chief economist or strategist in front of a microphone. So when you get three, you’re bound to get some pretty juicy market insights. Liz Ann Sonders is the chief investment strategist at Charles Schwab, Michelle Meyer is the US chief economist at Mastercard, and Karen Ward is the chief market strategist for Europe, the Middle East, and Africa (EMEA) at JPMorgan Asset Management. All three joined Yumika Brewster, Chief of Operations at Finimize, as part of this year’s Modern Investor Summit.They took on the not-so-simple task of pre...
2024-01-0144 min
The Modern InvestorFour Finimize Analysts, On The Investing Year AheadToday on the podcast, it’s your dream dinner party guests – if your perfect dinner party involves the Finimize analyst team. (It should. We’re fun.) It’s how we’re tying a bow around 2023 – bringing together four of the Finimize analysts – Stéphane Renevier, Reda Farran, Paul Allison, and Carl Hazeley. They’ll make some predictions, talk about investing ideas for 2024, and exchange some witty banter (okay, mildly witty).Listen in the Finimize app, on Spotify, Apple Podcasts, or wherever you get your podcasts.Partner with us: https://business.finimize.com/Subscri...
2023-12-2626 min
The Modern InvestorRay Dalio’s A Hedge Fund Legend And A History Buff: Here’s What He Has To SayThere are few figures in investing more experienced than Ray Dalio. Founder and co-chairman of Bridgewater Associates, the hedge fund that’s been a titan of the industry for 40 years, he’s seen his fair share of economic cycles come and go. More recently, Dalio noticed a confluence of political conditions we haven’t seen since the period between 1930 and 1945. That led him on a search for the repeating patterns behind all major changes in wealth and power over the last 500 years. This attention to the past - and what it can teach us about the present - makes...
2023-12-2538 min
The Modern InvestorHow To Invest In Megatrends, With iShares’s Jay JacobsFinimize VP of Content Carl Hazeley speaks to Jay Jacobs, Head of U.S. Thematics and Active Equity ETFs, iShares. As part of the Modern Investor Summit, Jacobs breaks down the megatrends of the next decade, to help investors uncover growth opportunities in clean energy, healthcare, and technology – and find out where to place their bets for 2024 and beyond.Learn more about Jay Jacobs and iShares: https://www.ishares.com/us/biographies/jay-jacobsListen in the Finimize app, or wherever you get your podcasts.Partner with us: https://business.fi...
2023-12-2427 min
The Modern InvestorHelena Morrissey, on empowering women and narrowing the gender wealth gapThe gender pay gap has lifelong implications for women. In the UK, women on average have saved less than half of what their male counterparts have, when you exclude property. It’s a disparity that Baroness Helena Morrissey just can’t abide. That’s why she’s spent much of her career working toward solutions. She’s the founder of the 30% Club, a global campaign that’s pushing for greater gender balance in boardrooms and across senior management ranks. She’s also the mother of nine children. And she recently visited the Finimize Podcast studio to speak with our own Mi...
2023-11-0748 minThe Modern InvestorMagnifi, On Why AI Should Be Your Favorite Investing ToolTom Van Horn’s got a bird’s eye view of the investment trend everyone’s talking about. That’s why we invited the chief operating officer of AI investing app Magnifi to the Finimize Podcast studio for a chat with Finimize VP of Content Carl Hazeley.Listen in the Finimize app, or wherever you get your podcasts.Partner with us: https://business.finimize.com/Subscribe To Finimize Newsletter: https://finimize.com/
2023-09-2040 minThe Modern InvestorAI, Japan, And The Thing Almost Everyone Gets Wrong About Asset AllocationIn this episode of The Finimize Podcast, Finimize VP of Content Carl Hazeley speaks to Edward Smith, co-chief investment officer at Rathbones, a UK-based investment management firm.They discuss interest rates, asset allocation, and how he’s playing the big themes and opportunities he sees in the market.Listen in the Finimize app, on Spotify, Apple Podcasts, or wherever you get your podcasts.Partner with us: https://business.finimize.com/Subscribe To Finimize Newsletter: https://finimize.com/
2023-08-1447 minThe Modern InvestorInvesting In The Middle East, With Sarwa Cofounder And CEO Mark ChahwanThere’s a great big world out there for investors, so when you get a chance to hear how things are moving in another part of the globe, you’ve got to take it. In this episode of The Finimize Podcast, Finimize VP of Content Carl Hazeley speaks to Mark Chahwan, co-founder and CEO of investment platform Sarwa.They discuss what makes the platform special, how market dynamics in the Middle East are increasingly similar to those in the West, and the future of investing.Partner with us: http...
2023-07-3134 minThe Modern InvestorHow To Use Options To Power Your Portfolio With OptionsDeskOn the 23rd episode of The Finimize Podcast, Eddie chats with James Proudlock, Managing Director of OptionsDesk.They discuss what options are, how they can be used for trading and portfolio management, why they shouldn’t be considered weapons of mass financial destruction and how to get started.I hope you enjoy the episode.Partner with us: https://business.finimize.com/Subscribe To Finimize Newsletter: https://finimize.com/
2023-07-1739 minThe Modern InvestorHow To Find Resilient Companies With Strong Economic Moats With Morgan Stanley’s Laura BottegaOn the 22nd episode of The Finimize Podcast, Eddie chats with Laura Bottega, COO and Head of Client Experience, International Equity at Morgan Stanley Investment Management.They discuss what an economic moat actually is, the characteristics of a resilient company, how resilient companies adapt to different environments, how companies' capital allocation decisions impact the resilience of earnings, which sectors are more resilient than others and much more.Enjoy the episode.Partner with us: https://business.finimize.com/Subscribe To Finimize Newsletter: https://finimize.com/
2023-07-1033 minThe Modern InvestorCo-Trading: A New Way To Beat The Market, With Covey Founder Brooker BelcourtOn the 20th episode of The Finimize Podcast, Eddie chats with the founder of Covey, Brooker Belcourt. A former hedge fund analyst that has built a blockchain-based community for retail investors that aims to democratise investing.In the conversation they discuss his experiences on wall street that led him to build Covey, what makes a great trader, what types of people are in his community, what co-trading and legends are and the future of retail trading.I hope you enjoy the episode.Partner with us:
2023-06-2231 minThe Modern InvestorThe Future Of ESG Investing For Retail Investors With Fennel CEO, Daniel NaimOn the 19th episode of The Finimize Podcast, Eddie chats with Daniel Naim, CEO of Fennel.In this episode, Daniel Naim is the Founder and CEO of Fennel, the first retail investing platform to allow users to vote with their shares and access ESG information about the companies they invest in. Fennel launched in the fall of 2022 and provides retail investors with ESG-based information on the companies they invest in. In the conversation, they discuss Daniel’s background and why he started Fennel, why ESG investing will soon be known as just ‘investing’, how to...
2023-05-2636 minThe Modern InvestorArtificial Intelligence & Electric Vehicles With BlackRock's Head of Active & Thematic ETFs Jay Jacobs (Mega Trends)On the 18th episode of The Finimize Podcast, Eddie chats with Jay Jacobs, U.S. Head of Thematics & Active ETFs at BlackRock.In this role, Jay is responsible for the research and development of the Megatrends suite of products as well as active equity and international ETF suites.In the conversation, they discuss the investment opportunities in megatrends like electric vehicles, autonomous vehicles and healthcare.I hope you enjoy the episode.Partner with us: https://business.finimize.com/
2023-05-1835 minThe Modern InvestorMarket Talk With Head of Investments, Victoria Scholar 🚀On the 17th episode of The Finimize Podcast, Eddie chats with Victoria Scholar, Head of Investments at ii, the UK's number 1 flat fee investment platform. Her role involves keeping across all major market moves to provide interesting market insight for our customers and for the press, covering US and UK equities, commodities, forex, macro data, central banks and cryptocurrencies. I do regular broadcast slots on TV and radio for LBC, Sky, BBC, Times Radio, Al Jazeera and others.In the conversation they discuss Victoria’s global macro outlook, analyze the sta...
2023-05-1621 minThe Modern InvestorThe Regional Banking Crisis, Markets & Passive Investing With Chief Investment Strategist Mike Green 🚨On the 16th episode of The Finimize Podcast, Eddie chats with Mike Green, Portfolio Manager at Simplify Asset Management.Michael has been a student of markets and market structure, for nearly 30 years. His proprietary research into the shift from actively managed portfolios and investment funds to systematic passive investment strategies has been presented to the Federal Reserve, the BIS, the IMF and numerous other industry groups and associations.Michael joined Simplify in April 2021 after serving as Chief Strategist and Portfolio Manager for Logica Capital Advisers, LLC. Prior to Logica, Michael...
2023-05-0542 minThe Modern InvestorMarket Talk With Chief Investment Strategist Anastasia Amoroso 🚀Investors always want to know what the next big thing is going to be. On the 15th episode of The Finimize Podcast, Eddie chats with Anastasia Amoroso, Chief Investment Strategist at iCapital. She is responsible for providing insight into private market investment opportunities for advisors and their high-net-worth clients. Previously, Anastasia was an Executive Director and the Head of Cross-Asset Thematic Strategy for J.P. Morgan Private Bank, where she identified and invested in emerging technologies and disruptive trends such as artificial intelligence, decarbonization, and gene therapy. I...
2023-05-0134 min
The Modern InvestorThe Next Big Thing In ETFs, With Anthony Rochte, Morgan Stanley’s Global Head Of ETFsInvestors always want to know what the next big thing is going to be. On the 14th episode of The Finimize Podcast, Eddie chats with a luminary in the ETF industry, Anthony Rochte. He’s got over 20 years of experience in the field, originally working on the iShares business at Barclays, before eventually moving to Morgan Stanley Investment Management, where he leads the ETF business. Rochte talks about Morgan Stanley's new ETF platform and products, the rising importance of actively managed ETFs, and what’s next for the industry.Partner with us...
2023-04-2122 minThe Modern InvestorWhat's next? Inflation, Deflation, Or Stagflation With AJ Bell’s Russ MouldOn the 13th episode of The Finimize Podcast, Eddie chats with renowned investment research director Russ Mould about the current economic situation and three potential outcomes: inflation, deflation, or stagflation. They dive into some of the challenges central banks are currently facing and explore the possibility of a recession, checking in on what the latest economic indicators are telling us. And, most importantly, Mould offers his insights on how best to navigate these uncertain times.Partner with us: https://business.finimize.com/Subscribe To F...
2023-04-1741 minThe Modern InvestorHow 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.
2023-03-3028 minThe Modern InvestorBank 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:
2023-03-2423 minThe Modern InvestorWisdomTree'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/
2023-03-2230 minThe Modern InvestorMust 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 minThe Modern InvestorMarket 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...
2023-03-1741 minThe Modern InvestorMust 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 minThe Modern InvestorRetail 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...
2023-02-2729 minThe Modern InvestorMust 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 minThe Modern Investor2023 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...
2023-02-1029 minThe Modern Investor2023 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
2023-02-0340 minThe Modern InvestorFormer 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...
2023-01-2634 minThe Modern InvestorMicrosoft'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?
2023-01-2030 min