The Finimize Podcast: Recent Episodes
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Welcome to the brand new Finimize podcast hosted by Eddie Donmez. During each episode, Eddie will be joined by a leading financial expert who will share their insights on the economy, investing and financial markets. This podcast aims to empower you to make smarter investment decisions.
Markets rebounded quickly last week. But beneath the recovery are some bigger questions about leverage, valuations, and where the AI trade goes next.
This week on Market Open, Reda and Russ unpack what's really driven the recent sell-off - from a highly leveraged hedge fund to renewed questions around AI spending and market valuations.
Plus, they run through the latest Big Tech earnings, why bond markets are questioning the Fed, and what Japan's currency intervention could mean for investors.
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Some of the world's most valuable companies are staying private for longer than ever.
So by the time they reach the stock market, have everyday investors already missed the biggest opportunity?
In today's episode, Reda's joined by Ben Black, Co-founder of Akkadian Ventures and CIO of Powerlaw Corp, to get to brass tacks about how private markets are changing, and what that means for the average investor.
Ben also breaks down the different ways investors can gain exposure to private companies, the risks and rewards of private market investing, and why the next generation of AI winners may still be private.
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Is the AI trade entering a new phase?
In this week's episode of Market Open, Reda and Russell unpack another eventful week for markets. They discuss SK Hynix's record-breaking US listing, why some investors are starting to question whether AI stocks have run too far, and what the latest moves in memory chips could mean for the companies building the next generation of AI.
In this episode:
- Why AI investors may need to rethink the winners
- SK Hynix's blockbuster US listing
- The growing pressure on hyperscalers ahead of earnings
- What higher oil prices could mean for inflation
- The key market risks to watch this week
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Inflation may have slipped from the headlines, but is it really behind us?
This week on Market Open, Reda and Russell explore why inflation could prove more persistent than investors expect - even before this year's Middle East conflict.
They also turn to one of the biggest shifts happening inside the AI boom: why memory chip makers are gaining pricing power, what it means for the hyperscalers pouring billions into AI infrastructure.
Plus: South Korea's volatile week, the latest on AI spending, and the key events investors should be watching in the days ahead.
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Introducing Market Open: a new weekly show from The Modern Investor.
Each week, Finimize analysts Reda Farran and Russell Burns chew over the biggest stories in markets, what they mean for investors, and what they're watching in the week ahead.
In todays episode....
- Why AI is increasingly driving every corner of financial markets
- SpaceX's latest AI deals and what they mean for the company
- South Korea's push for MSCI developed-market status
- The outlook for inflation, rates, and the global economy
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Is Bitcoin digital gold, a risk asset, or something entirely different?
In the first episode of The Modern Investor Podcast, Finimize CEO Carl Hazeley sits down with Chris Bendiksen, Head of Bitcoin Research at CoinShares, to unpack one of the most debated assets in modern investing.
They discuss Bitcoin's fundamentals, whether it can act as a safe haven during periods of market turbulence, as well as Chris's outlook on Bitcoin's long-term future.
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What can two centuries of market data tell us about investing today?
In this episode, Reda Farran walks through a landmark study covering 200 years and 56 economies - and the 13 lessons that consistently hold up across cycles, regimes, bubbles, crashes, and inflation.
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Sponsored by SurfAir Mobility.
Volatility’s back – and technical analysis might be having a moment.
In this episode, Finimize analyst Russell Burns digs into how simple tools like moving averages and MACD are helping make sense of the market’s latest zigzags.
It’s a look at how old-school charting can offer fresh signals – and how planning your exit might just be the best entry point.
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Not every investment needs a headline-grabbing story. Some just need great economics.
In this episode, Finimize Analyst Theodora Lee Joseph explains why Copart - a company that makes money from totaled cars - might be one of the market’s most overlooked compounders. No hype, no buzzwords - just a scrap-heap stock with serious staying power.
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Sponsored by SurfAir Mobility.
Ray Dalio's All-Weather Portfolio is famous for its resilience, but Finimize Analyst Reda Farran's discovered how to make it smarter.
In this episode, we break down how one trend-following tweak can turn a classic strategy into an even stronger, more consistent performer.
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Sponsored by SurfAir Mobility.
Markets are flying high...but so are the warning signs.
In today’s episode, we bring in Finimize Analyst Stéphane Renevier to share five trades for investors who want to stay in the game - but with a safety net.
These aren’t your classic doomsday bets: they’re pragmatic, low-cost hedges for a bubble era.
And, sure, they’ll help if the rally rolls on. But if it doesn’t - that’s when they really shine.
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Sponsored by SurfAir Mobility.
SoftBank’s stock has doubled, AI’s still red-hot, and Finimize Analyst Russell Burns is back to explain what’s really driving both.
In today’s episode, we revisit his original SoftBank call, explore how the story’s evolved, and reveal the new AI power play he’s turning to next. It’s not another chipmaker - and that’s exactly the point.
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AI’s appetite for computing power is insatiable. And it’s fueling a $7 trillion global data center boom.
In today’s episode, Finimize Analyst Theodora Lee Joseph joins the pod to unpack the next big AI trade: the overlooked companies building the power lines, cooling systems, and infrastructure that make the tech run.
She makes the case that this is where the real long-term upside could be hiding.
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Intel’s comeback story has been one of the market’s biggest surprises.
But after a huge run, investors are wondering if the stock still has legs. In this episode, Finimize Analyst Reda Farran breaks down the deals, the data, and the next phase of Intel’s turnaround - and helps you decide whether to hold tight or take profits.
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Forget jobs data and inflation prints: the real driver of markets might be something else entirely.
On today's pod, Finimize Analyst Stéphane Renevier joins us to unpack global liquidity - the $300 trillion debt loop that keeps everything spinning - and how you can position your portfolio as the cycle reaches its peak.
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AI spending is ballooning, and much of it is flowing into the next generation of cloud infrastructure.
In today’s podcast, Russell Burns unpacks Nebius’s game-changing $17.4 billion deal with Microsoft – and what it means for the stock’s future.
Plus, he highlights another under-the-radar player chasing the same opportunity.
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Sponsored by Tradu.
Some stocks are flashy. GTT isn’t one of them.
In today’s podcast, Theodora Lee Joseph explains how this little-known French engineering firm quietly dominates a vital part of the global LNG industry - and why its monopoly-like economics, fat margins, and steady dividends could make it a Buffett-worthy compounder.
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Sponsored by Tradu.
Everyone knows Apple can launch shiny new products.
But what investors need to know is whether the stock still stacks up.
In this episode, Finimize Analyst Reda Farran breaks down Apple’s ecosystem strength, regulatory risks, and valuation - and lays out whether the world’s most famous tech firm is a buy, sell, or hold right now.
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Robots that walk, think, and work like humans might sound far off...but they’re closer than you think.
In this episode, Finimize Analyst Russell Burns joins the pod to talk about humanoid development, what’s hype versus what’s real, and which companies could benefit most.
And - fine, okay - we also talk about when they might finally clock in.
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Defense stocks are having a moment.
But not all of them are trading at defense-stock prices.
In today’s podcast, Theodora Lee Joseph joins the pod to talk about Indra Systems: a $7 billion Spanish firm that looks more like an IT shop on the surface, but is actually deeply embedded in Europe’s military build-up.
The market hasn’t fully caught on yet - and that disconnect could spell opportunity.
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Markets may look calm, but they’re sitting on some pretty shaky ground.
In today’s podcast, we get Finimize Analyst Stéphane Renevier to walk us through two trades built for the big shocks - the kind that most investors don’t see coming.
These aren’t “short the market and pray” ideas: they’re smarter, asymmetric hedges designed to cost little if nothing happens - but to deliver real upside if everything suddenly does.
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Air-made protein sounds like science fiction.
But one Finnish startup is trying to make it a billion-dollar reality.
In today’s episode, Finimize Analyst Reda Farran joins the pod to talk about Solar Foods – the company turning carbon dioxide and water into a high-protein powder it hopes will revolutionise the food industry.
And - yes, fine - it’s still early-stage, risky, and unprofitable. But not, by any means, without serious upside potential.
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OpenAI is a big thing. Obviously. But it’s not a stock you can buy. Not directly, anyway.
In today’s episode, Finimize Analyst Theodora Lee Joseph joins the pod to unpack five ways investors can still get exposure to the company behind ChatGPT.
Some of them are well-trodden paths. Others might surprise you.
But all five are worth a look if you’re trying to position for the next leg of the AI boom.
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AI is driving a gold rush in compute power. And Nebius is quietly selling the picks and shovels.
In today’s episode, Finimize Analyst Russell Burns joins the pod to walk us through why this under-the-radar AI infrastructure firm might be one of the most overlooked growth stories out there.
It’s lean, it’s scaling fast, it’s tight with Nvidia - and its stake in ClickHouse alone could be worth a chunk of its market cap.
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Chasing growth stocks can make you rich. It can also blow up your portfolio.
In this episode, Finimize Analyst Stéphane Renevier joins the pod to share the CANSLIM method - a system for finding high-growth stocks and knowing when to actually pull the trigger.
It’s all about discipline, timing, and spotting key signals before a stock breaks out.
Plus: he’s got a few names on his watchlist right now.
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Intel, nuclear, and utilities aren’t exactly the flashiest parts of the market. But they’ve quietly been at the centre of some of the biggest investment themes of the past year.
In today’s episode, Finimize Analyst Reda Farran joins the pod to see what’s changed since he first made the case.
Some calls have aged well. Others? Not so much.
We revisit the original theses, update the outlook, and figure out where the opportunity still is - and where it might be time to take profits.
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Starbucks feels like the kind of stock you should want to own.
It’s everywhere, it’s addictive, and it’s managed to charge more and more without losing the crowd.
But when Finimize Analyst Theodora Lee Joseph took a closer look, the story wasn’t quite so frothy.
In today’s episode, she explains why the coffee giant’s growth has slowed, costs have crept up, and yet… the stock still trades like a rebound’s already here.
It’s not a short call, and it’s definitely not broken.
But it might not be the no-brainer compounder everyone assumes.
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Duolingo’s stock has soared.
But is it still a smart bet, or just a cute owl in a bubble?
In today’s episode, Finimize Analyst Stéphane Renevier joins the show.
He's built a fast, repeatable way to analyse any high-growth company - using AI, some classic fundamentals, and about three hours of your time.
No fluff, no 80-tab spreadsheets. Just the stuff that matters: how the company makes money, what the numbers say, and where the real risks and rewards might lie.
He walks us through the seven-step playbook using Duolingo as the example - but trust us, you’ll want to steal this framework for your next stock pick too.
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Ozempic’s still the hottest drug on the planet.
But Novo Nordisk’s stock? Not so much. It’s down nearly 50% from its peak, and investors aren’t sure whether to double down or walk away.
In today’s episode, Finimize Analyst Russell Burns, whose latest research unpack's what’s really going on with the stock, joins the pod.
Is this just a healthy correction? Or the kind of long-term opportunity you only get when everyone else is panicking?
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Bonds have been boring. And painful.
Since 2020, long-dated U.S. Treasuries have quietly lost about half their value - while everything else (yes, including bitcoin) has soared.
But maybe that’s exactly why they’re interesting now.
In today’s episode, Jonathan Hobbs CFA joins the pod. He's making the case for TLT as one of the most overlooked opportunities in markets today.
There’s a macro angle, a technical angle, and even an AI angle.
And no, this isn’t about clipping coupons – it’s about spotting a potential bounce that most investors aren’t even looking for.
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Globalization isn’t dead - but it’s definitely slowing.
In today’s podcast, we sit down with Finimize analyst Theodora Lee Joseph to talk about what a post-globalization world means for investors.
Supply chains are shifting, government spending is surging, and the market’s old playbook might not cut it anymore.
This isn’t just a geopolitical shift - it’s an investing one.
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Chinese AI isn’t trying to catch up - it’s trying to scale.
In today’s episode, Finimize analyst Stéphane Renevier joins the pod to talk about how China’s building a very different kind of AI ecosystem: one rooted in deployment, not just research.
And yes, the risks are real - but so is the opportunity. Especially if you’re looking for a high-upside way to play the next leg of China’s growth story.
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Fundamentals are useful, but they’re not the only tool in the box.
In today’s podcast, we sit down with Finimize analyst Russell Burns to talk through two technical indicators he swears by – and the top trades they’re signaling right now.
Yes, it involves some squiggly lines and price charts. But this isn’t about day-trading hype – it’s about clarity when markets get chaotic.
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Revolut’s got 53 million users, big global expansion plans, and IPO buzz that’s getting louder – so we figured it was time to talk about it.
In today’s episode, we chat with Finimize analyst Theodora Lee Joseph to unpack what’s really behind the hype. Is this neobank a future fintech giant – or just a shiny app with good PR?
We dig into the numbers, the risks, and what might make this IPO one to watch.
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Time series momentum isn’t sexy – but it works.
In today’s episode, we talk to Finimize analyst Stéphane Renevier as he unpacks how a simple trend-following rule can help you dodge the biggest losses... without staring into a crystal ball.
From cutting drawdowns to riding investor bias, we break down why this time-tested system keeps showing up – and why sometimes, sticking to it really could be your best bet.
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The 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.
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The Great Wealth Transfer is coming – and it’s going to be big.
In today’s episode, Finimize Analyst Theodora Lee Joseph joins the pod to talk about about the tens of trillions of dollars set to move from Boomers to younger generations over the next two decades.
That’s not just an economic shift – it’s an investment opportunity.
We dig into what it means for markets, what younger investors might do differently, and how you can position your portfolio to benefit – inheritance or not.
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'Trump is trying to crash the market on purpose.'
It might sound like the typical inane internet noise we've come to expect. But when Trump reposted a video saying just that, Finimize Analyst Reda Farran decided to look past the headline and dig into what might actually be going on.
In today’s episode, Reda joins the pod to break down why this idea isn’t as far-fetched as it sounds — and what it could mean for markets.
Plus, we get into the practical stuff: how to hedge, where to look for value, and why volatility might be your new best friend.
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Tesla’s been making headlines - just not the kind investors like.
In today’s episode, Finimize analyst Russell Burns joins the pod to figure out what’s really going on with the stock.
Yes, Elon Musk’s political presence plays a role. Yes, the brand has taken a hit. But that’s not the whole story.
There are fundamentals at play here, and for long-term investors - maybe even opportunity.
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The top 10% have been doing a lot of heavy lifting lately.
While most people pulled back on spending, they kept splurging—on luxe travel, home upgrades, and $500 sneakers. That’s been good news for certain companies. And, by extension, for investors.
But now? That support’s starting to look shaky.
In this episode, Stéphane Renevier joins the studio us to explain why a slowdown at the top could be a big deal for markets—and what to do about it.
He’s built a portfolio for exactly this kind of shift: one that goes long the practical stuff and short the fragile, confidence-driven spending. If the wealth effect really is reversing, this might be the trade you want to make.
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Klarna’s making its stock market debut—big stage, big stakes, big questions.
The “buy now, pay later” giant is aiming for a $15–20 billion IPO, bouncing back from a $6.7 billion low. But with competition from Affirm, Afterpay, and even Apple, can it hold its ground?
Finimize analyst Theodora Lee Joseph joins the studio to break down Klarna’s strategy, its place in the fintech race, and whether this IPO is an opportunity worth grabbing.
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Crypto is volatile—so is Coinbase.
After a sharp drop in its stock price, investors are wondering: is this a rare buying opportunity or just another high-risk bet?
In today’s episode, Finimize Analyst Russell Burns joins the pod to look at Coinbase’s growing revenue, its reliance on crypto trading fees, and whether its push into subscriptions and staking can bring more stability.
And, of course, whether now's the right time to buy.
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Palantir’s stock has been on a...rollercoaster - soaring 250% last year, then sliding 30% in the past month.
And sure, plenty of investors still love it. But with a price-to-earnings ratio over 150, even the bulls should be paying attention. Because even Palantir’s own execs don’t seem convinced.
They’ve offloaded $3 billion worth of shares in the past year—mostly to retail investors. And not a single one has bought in. So, is this an AI goldmine or a bubble waiting to burst?
Today, Finimize Chief Analyst Carl Hazeley joins the studio to break down what the company does, what it should earn, its current valuation, and - of course - what that all means for you.
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Cybersecurity is booming – and for good reason. Cyber threats are getting sharper, businesses are doubling down on digital security, and global investment in the sector is set to more than double by 2030.
Today, Finimize analyst Theodora Lee Joseph joins the studio to break down why this $200B+ industry is becoming one of the most resilient and high-growth investment opportunities out there. Oh, and a blueprint for how to your portfolio in on the action.
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The stock market has been on a knife’s edge. Valuations are sky-high, risks are piling up, and volatility is making a comeback. For investors, that means protecting a portfolio is more important than ever. But with options prices surging, traditional hedging strategies are getting expensive.
So, what’s the smarter play?
Finimize analyst Stephane Renevier has been digging into the data, and his latest research points to a strategy that’s not just more affordable but potentially more profitable.
Today, he sits down with Jackson Cantrell to talk about how put spreads can offer a cost-effective way to navigate market uncertainty—and why now might be the right time to put them to work.
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Nvidia has been the biggest winner of the AI boom—but can it keep up the pace?
In today's episode, Chief Finimize analyst Carl Hazeley joins the pod to break down his latest research on the chip giant.
We’ll dig into Nvidia’s financials, its dominance in AI, and the risks that could slow it down. And yes, we’ll talk about whether the stock is overvalued.
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SoftBank owns a $230 billion portfolio filled with high-growth tech, telecom, and AI investments—including a majority stake in Arm.
But despite its assets, the stock is trading at a steep discount to its net asset value.
So, is this a rare value play - or a sign of deeper risks?
In today’s episode, Finimize analyst Russell Burns breaks down SoftBank’s strategy, its bets on AI and semiconductors, and what that valuation gap means for investors.
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Pet strollers, matching outfits, gourmet meals—people are treating their pets like royalty. And that’s not just cute, it’s big business.
In today’s episode, Finimize analyst Theodora Lee Joseph joins the pod to dive into IDEXX Laboratories—a pet healthcare giant that’s quietly dominating the industry with a subscription-like model, sky-high margins, and double-digit growth.
We’ll break down why this stock isn’t just another name in the market, but a potential 50% upside opportunity hiding in plain sight.
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The 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 studio, to break down how things have changed now - and what it means for your portfolio.Try Finimize Pro
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The 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 today’s podcast, Guy sits down with Finimize analyst Russell Burns to unpack why this $5.4 billion sporting goods giant could deliver a 42% upside for investors.Try Finimize Pro
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US 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 own now.
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Chocolate isn’t just delicious—it might also be lucrative.
Barry Callebaut, the world’s biggest chocolate maker, has had a rough couple of years, with its stock down 45% since 2022. But could that slump be your golden opportunity?
In today’s episode, I sit down with Theodora Lee Joseph to find out why she thinks Barry Callebaut’s fortunes are about to change. We talk restructuring plans, stabilizing cocoa prices, and why the big names - think Hershey and Mondelez - might be outsourcing more chocolate production than ever. Theodora makes the case that the chocolate maker is a turnaround story worth biting into.
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AI 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.
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After 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.
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What if the key to beating Wall Street was hiding in plain sight... inside ChatGPT?
In this episode, Guy's joined by Finimize analyst Reda Farran to unpack research that could potentially be groundbreaking for investing. Researchers found that with a bit of clever prompting, ChatGPT could analyse financial statements better than professional analysts, predict earnings trends with remarkable accuracy, and build model portfolios that delivered massive excess returns.
We’ll break down how this works, what it means for the future of investing, and - most importantly - how you can apply it to your own portfolio.
Read Reda's full report with a Finimize Pro subscription.
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AI's digital boom has a hidden cost: water. Data centers and chip factories are guzzling it like never before, sparking demand for smarter water solutions.
In today's episode, Finimize analyst Stephane Renevier join Guy in the studio to break down the companies innovating where tech meets water—from advanced cooling systems to industrial recycling—and shares how investors can capitalize on this game-changing trend.
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When Warren Buffett buys into a stock, investors take notice. And when he sells it, you can bet they note that, too. That’s exactly what happened this year with Ulta Beauty – a company that briefly caught (and then lost) the Oracle of Omaha’s fancy. But, here’s the thing: just because Buffett stepped away doesn’t mean this opportunity should be off the table for the rest of us. In fact, I think Ulta’s current valuation presents an interesting proposition that’s worth paying attention to.
Finimize analyst Theodora Lee Joseph argues that what we're actually looking at is a high-return business trading at a 12-month forward price-to-earnings ratio of under 14x – a steep discount to its historical average. Factor in Ulta’s “omnichannel” strategy, loyal customer base, and potential to benefit from big-picture tailwinds like rate cuts and the recovery in China’s beauty market, and the upside becomes pretty hard to ignore.
She pops into the studio to show you why Ulta beauty deserves a look.
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Donated organs don’t stay viable outside a human body for very long. And because they have to be a match for a potential recipient – in terms of size, genetics, and geographical location – most end up wasted rather than transplanted, despite an overwhelming need for them.
There’s always been a complex web of problems in this part of healthcare, from the medical to the logistical. But a company called TransMedics has been working to solve the ones it can. And now its big innovation – the Organ Care System, a portable device that replicates an organ’s natural, functioning environment – has been approved by the FDA. And that makes TransMedics’s stock worth looking into.
Today, Finimize analyst Russell Burns sits down with Guy Gardener to look at exactly how they’ve changed the game in organ care, their growth story for 2025, how this kind of investment could fit into your portfolio, and much more.
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Holding just stocks would’ve been a winning move over the past ten years, but that doesn’t mean it will be over the next ten. They’ve taken huge hits before and they could again.
With today’s record-high valuations, stretched margins, and an investing audience that’s maxed out on the market, the margin of safety is perilously slim. Ideally, you’ll want a portfolio that can deliver returns even if the future fails to meet everyone’s lofty expectations.
That’s why Finimize analyst Stephane Renevier designed the Momentum Rider Portfolio. The model constantly adapts to investing conditions and aims to deliver stock-like returns but with way less risk. Steph joined Guy in the studio to break down how it works, and how to do it.
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Look only at recent performance, and it might be tempting to go all-in on stocks. But with a ten-year horizon, the odds of facing disappointing returns or hitting a really rough patch are high. Finimize analyst Stephane Renevier's Easy Rider Model Portfolio offers a smarter approach.
By blending stocks with bonds, commodities, and even a sprinkle of bitcoin, you’ll be doing more than just chasing returns – you’ll be shrinking your risk and boosting your chances of hitting your financial goals. Stephane joins Guy in the studio to break the portfolio down.
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Imagine snagging Costco’s stock back in 2000 and watching your investment grow 30 times over in less than 25 years. When we think of “multi-baggers”, grocery stores aren’t the first thing to spring to mind – it’s usually trailblazing tech firms like Apple, Microsoft, and Nvidia.
But great investments don’t always hinge on innovations or complex business models. Sometimes the best companies thrive by keeping things simple – and Costco is a perfect example.
In today's episode, Finimize analyst Theodora Lee Joseph makes the case for why Costco - despite its high valuation - could make a worthy addition to your portfolio.
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Welcome to Investor Intelligence: your portfolio’s next big idea. Each week, our analysts and leading Wall-Street experts provide in-depth analysis that dives deep on a company, opportunity or trend in markets.
Most consumer banks follow the same basic business model. But in Brazil, Nubank (or Nu, as it’s known) has been doing things differently: it operates entirely online or via an app – without a single bank branch – offering loads of services at more competitive rates than traditional banks (and without fees).
Plus, it’s been embracing the lower-income customers that the old-school financial institutions have traditionally turned away. In a little over a decade, this formula has catapulted it from unknown fintech to Latin America’s most valuable bank.
Finimize analyst Russell Burns breaks down why it’s a stock you’ll want to watch.
Brought to you by our sister podcast, Generation (Spotify) (Apple Podcasts).
Time and time again, marketers get stuck in the same dilemma. How do I really show ROI for my marketing spend?
Today, Max is joined by Natwest CMO Margaret Jobling, who shares her powerful blueprint for maximizing ROI through a balance of brand building, performance, and experimentation.
With a career spanning iconic brands like Cadbury’s, British Gas, and Bird’s Eye, Margaret reveals how to break free from “rearview” marketing, and drive real business impact.
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Brought to you by our sister podcast, Generation (Spotify) (Apple Podcasts).
Imagine being handed a million pounds to develop a groundbreaking idea—but you can’t get your client to see its value. Is it their fault? Or does the responsibility fall on how you tell the story? Today, Max sits down with Nils Leonard, co-founder of one of the hottest creative agencies on the planet, Uncommon.
Nils has led viral campaigns for brands like British Airways, Nike, Monzo, and EA Sports, earning multiple Grand Prix Awards at Cannes Lions along the way.
Max and Nils break down what separates the meaningful from the mediocre and why finance needs creativity now more than ever.
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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.
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Brought to you by our sister podcast, Generation (Spotify) (Apple Podcasts).
Adam Nash is one of the most influential leaders in fintech. As the former President and CEO of Wealthfront, he scaled assets under management from $100 million to over $4 billion. He's also held pivotal roles at top Silicon Valley companies like Apple, eBay, LinkedIn, and Dropbox. Right now, Adam's leading his latest venture, Daffy, a start-up democratising charitable giving.
Today, Adam and Max talk about the true meaning of trust in the world of finance, Adam’s biggest lesson from working with Steve Jobs, and why product leadership is so critical to delighting your customers.
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Brought 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.
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Check out our daily financial news show, The Finimize Daily Brief (Spotify), The Finimize Daily Brief (Apple Podcasts).
Subscribe 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.
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Subscribe 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.
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Brought to you by our sister podcast, Generation (Spotify) (Apple Podcasts).
Discover what it takes to be a top-tier CMO with Citi's Alex Craddock. From transforming the iShares brand to leading game-changing campaigns, Craddock shares his secrets on mastering data, technology, and business growth.
Get insider tips on leadership, mentorship, and crafting bold, visionary marketing strategies. Perfect for aspiring CMOs and seasoned pros alike—this episode is your blueprint for marketing success.
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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.
If 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 yet.
Luckily, she’s got some insights for investors and economists, as they brace for the potential outcomes.
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The 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.).
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US jobs data suggested that the country is starting to strain under high interest rates, while Nvidia challenger Cerebras filed for an IPO.
Today’s stories:
- The US Created Fewer Jobs Than Expected, And Unemployment Ticked Up Too
- Chip Designer And Nvidia Rival Cerebras Filed For An IPO
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Apple and Amazon both showed investors how they fared last quarter, but their adequate performances failed to earn them credit. After four years of interest rates moving only one way, the Bank of England finally dropped rates.
Today’s stories:
- Adequate Results From Apple And Amazon Weren’t Enough To Get Investors Excited
- After Four Years, The Bank Of England Finally Trimmed Interest Rates
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The 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 Expected
- The Bank Of Japan Raised Interest Rates For Just The Second Time Since 2007
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You’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.
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Geopolitics 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.
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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 Mile
- The Fed’s Trusted Inflation Measure Pointed To Cooler Blue Levels
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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 Quarter
- AI Jitters Sent Markets The World Over Into A Tailspin
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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 Slows
- The Clouds Might Finally Be Parting For The UK Economy
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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 Results
- In A Big Step For Crypto, The First Spot Ether ETFs Just Launched
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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 Trim
- Activist Fund Elliott Management Picked Up A Venti Stake In Starbucks
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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 Outage
- OpenAI’s Chatting Up Broadcom For A Fresh Supply Chain Connection
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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 Inflation
- The Chips Are Up For TSMC, And The Future Is Looking Bright Too
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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 Restrictions
- Smaller Stocks Have Been Rallying: The Russell 2000 Just Notched A Five-Day Streak
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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 Results
- Saudi Arabia’s Multi-Trillion-Dollar Makeover Isn’t Going According To Plan
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DIY 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.
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Brought 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 Billion
- China’s Economy Is Growing More Slowly, And That’s Hurting The Luxury Industry
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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 Expectations
- Analysts Are Cautiously Optimistic About This Earnings Season
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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 Now
- Professional Investors Are Concerned About Round-The-Clock Retail Trading
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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 Too
- China’s Getting Closer To Deflation – And That’s Not Good
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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 Quarter
- Slow And Steady Is Paying Off, With Passive Funds Pulling Ahead This Year
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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 Year
- After An Unexpected Turn Of Events, France Is In Political Deadlock
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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 Government
- The US Added More Jobs Than Expected, But That’s Not The Whole Story
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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 AI
- Japan’s Trade Unions Just Secured The Biggest Pay Hike Since 1990
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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 Users
- Tech Firms Have Been Going Nuclear To Meet The Lofty Power Demands Of AI
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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 Stock
- China’s Manufacturing And Services Sectors Are Looking Worse For Wear
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Nike 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 Forecast
- US Inflation Is Getting Closer And Closer To Toeing The Fed’s Line
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SpaceX 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 Company
- Micron Beat Expectations, But Investors Still Ditched The American Chipmaker’s Stock
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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 Wegovy
- Denmark Just Approved The World’s First Polluting Tax On Agriculture
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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 Kinks
- Apple And Microsoft Have Been Caught In The EU’s Regulatory Crunch
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Brought 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.
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Brought 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 Billion
- Birth Rates In OECD Countries Have More Than Halved Over The Last 60 Years Or So
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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 Row
- The European Central Bank Cautioned Its Member Countries Over Heavy Debt
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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 Years
- Another EV Maker Bites The Dust: American Firm Fisker Filed For Bankruptcy
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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 Nvidia
- The S&P 500 Broke Yet Another Record, But Opinions Are Mixed On What’s Next
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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 US
- Paris Lost Its Title As Europe’s Biggest Stock Market After Political Turmoil
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In 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.
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Brought 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 ammo
Today’s stories:
- Looks Like “Roaring Kitty” Now Holds Around Nine Million GameStop Shares
- US Companies Are Looking Flush After Beefing Up Their Cash Reserves
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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 EVs
- Industrial Output In The Eurozone Dipped, But The Region’s Stocks Could Still Stand A Chance
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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 Year
- The World Bank Lifted Its Global Growth Outlook For The Year
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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 Rivals
- Activist Fund Elliott Management Purchased A Stake In Southwest Airlines
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Brought 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.
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Today'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 New
- Insurers Are Battening Down The Hatches, Issuing Catastrophe Bonds
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The 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 Merrier
- Nvidia Investors Have Ten Times As Many Shares Each After The Firm’s Stock Split
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The 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 2019
- The NBA Could Score A Three-Pointer, Negotiating Deals With Multiple Networks
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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 Shape
- China’s Exporters Have Branched Out Beyond High-Tech Products, Risking Even More Tariffs
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Today's episode is brought to you by our new daily financial news show, The Finimize Daily Brief.
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 Pothole
- Bill Ackman Sold A 10% Stake In Pershing Square Ahead Of A Potential IPO
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Brought 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.
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Max Rothery: https://www.linkedin.com/in/maxrothery/
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 curve even matters anymore, and much more.
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If 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.
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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 this episode, Dan talks about how to design a lean org structure to supercharge product growth, why he thinks being understaffed is actually necessary to stay innovative and how they used design to achieve an NPS score in the 90s.
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Max Rothery: https://www.linkedin.com/in/maxrothery/
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 creative success in focusing on one thing at a time, zeroing in on brand in the early stages, and finding a human truth that resonates with customers.
Dan talks to Max about the challenges of scaling and positioning a fintech brand, and the importance of taking creative risks (even when they’re uncomfortable). And he shared this unforgettable quote: "You've got to make yourself unignorable in the world."
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Max Rothery: https://www.linkedin.com/in/maxrothery/
Today'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 Officer at Hargreaves Lansdown who's now a Managing Director at Barclays leading their Smart Investor platform.
Chris spent 19 years at Hargreaves Lansdown, and helped take them from a direct mail business to the UK’s largest investment platform.
Chris talks about how to use content to drive revenue, the importance of down-funnel attribution, and getting buy-in for a successful digital transformation.
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Max Rothery:
https://www.linkedin.com/in/maxrothery/
Every 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 against him.
Debodun is a multi-asset hedge fund trader turned investing coach with over a decade of experience, including stints at Goldman Sachs and Barclays. In 2020, he founded the Stock Pickers Academy, an investing education platform. Debodun shares information, stock tips, best practice pointers, and more through his courses.
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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.
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AI 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.
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It’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 predicting what’s to come in 2024 – and how retail investors can navigate the path ahead.
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Today 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).
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There 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 Dalio uniquely placed to speak on the state of the market right now. And he joined the Finimize studio to chat to our CEO Maximillian Rofagha as part of our Modern Investor Summit which took place in early December.
They discussed interest rates, debt, the landscape of the markets as we head into 2024, how Dalio got started way back when, and what retail investors need to know now.
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The 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 Michelle Sims.
They talked about the latest gender pay gap figures, as well as the many other obstacles women encounter in their careers. Plus, they explored those key moments in life when women’s finances are most likely to go off the rails – and the things women can do to help keep them firmly on track.
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Tom 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.
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In 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.
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There’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.
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On 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, what they shouldn’t be considered weapons of mass financial destruction and how to get started.
I hope you enjoy the episode.
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On 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.
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On 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.
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On 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 quantify how ESG-friendly a company is, why he’s more bullish on ESG than ever, the potential trade-off between ESG and financial performance and how to get started with ESG investing.
We hope you enjoy the episode.
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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.
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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 state of the UK and more.
I hope you enjoy the episode.
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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 managed macro strategies at Thiel Macro, LLC, an investment firm that manages the personal capital of Peter Thiel.
Prior to Thiel, Michael founded Ice Farm Capital, a discretionary global macro hedge fund seeded by Soros Family Management. From 2006-2014, Michael founded and managed the New York office of Canyon Capital Advisors, a $23B multi-strategy hedge fund based in Los Angeles, CA, where he established their global macro strategies, managing in excess of $5B of exposure across equity, credit, FX, commodity and derivative markets.
**In addition to his work as a market theorist and portfolio manager, Michael has been noted for his work as a public speaker and financial media participant. He is a graduate of the Wharton School at the University of Pennsylvania and a CFA holder.
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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.
In the conversation they discuss Anastasia's global macro outlook, analyze the state of the consumer, big tech earnings, the banking crisis and where she sees value in private markets.
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Investors 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.
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On 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.
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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.
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Sections:
Top tax-year-end tips (00:00 - 05:11)
UK budget breakdown: pensions, energy price guarantee, childcare costs (5:12 - 8:38)
How should people use ISAs effectively? (8:39 - 10:33)
Best things you can do to protect yourself during the cost of living crisis? (10:34 - 15:42)
Home buying activity in the UK (15:43 - 19:50)
Investing insights from MoneyBox (19:51 - 26:48)
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.
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Sections:
- The Bank of England’s latest quarter-point hike
- Why the BoE is “outside the herd”
- The big unknown for the BoE
- How tighter lending standards flow through the economy
- Vulnerabilities (or lack thereof) in UK banks
- Opportunities in UK stocks
- Growth versus value investing
- And why bonds are very much back.
On 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.
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Intro: (00:00 - 3:30)
Are there more vulnerabilities to be exposed? (3:31 - 09:00)
Are big banks vulnerable to deposit flight? (09:01 - 14:00)
Fixed income outlook (17:53 - 21:17)
What to avoid if the economy slows? (11:50 - 14:00)
Could we experience a second wave of inflation? (14:01 - 18:40)
Asset allocation in 2023 (18:41 - 22:44)
Are tech stocks defensive in this environment (22:45 - 28:24)
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.
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Timestamps:**
Silicon Valley Bank Collapse: (00:00 - 3:30)
Social Media's Impact (3:40 - 09:00)
Credit Suisse (09:01 - 14:00)
Financial stability vs price stability (14:29 - 17:10)
Fixed Income Volatility (17:53 - 21:17)
Outlook For 2023 (21:18 - 24:46)
What Should You Do Now (25:47 - 30:03)
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.**
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Timestamps:**
Big Picture Macro Outlook: (00:00 - 09:15)
The Health Of The Consumer: (9:16 - 14:12)
Debate: Does The Fed Want People To Lose Their Job: (9:17 - 17:50)
Why Valuations Matters In 2023: (17:51 - 22:05)
Asset Allocation For The Next 10 Years: (22:50 - 26:00)
Outlook For Financials & Opportunities: (26:01 - 31:28)
What Liz Would Avoid: (36:28 - 37:44)
Outro The Fed Usually Breaks Something: (37:45 - 39:38)
On 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 is now adjusting to long-lasting impacts that will usher in new investment themes.
Most notable among them are migration trends, a declining U.S. dollar, tighter commodity markets, cracks in the semisphere, a revival in Capex, supply chain resiliency and new leadership in economies and markets.**
We discuss her key themes that will likely have major economic, political and market implications for 2023.
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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.
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Topics Covered:
00:00 - 03:15 Big Picture Macro Outlook
03:15 - 06:55 Is This Retail Boom A surprise?
07:52 - 12:27 Are retail investors going to get hurt?
12:27 - 14:14 The divergence between professional and retail investors
14:44 - 16:00 Why the media love the meme stock headlines
16:15 - 18:33 What are the big drivers of this retail investing mania
18:52 - 24:00 How should the retail investor think about asset allocation
26:00 - 28:00 Modern Investor Pulse Survey
DISCLAIMER: Anything discussed on The Finimize Podcast should NOT be considered financial or investment advice.
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.
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Topics Covered:
00:00 - 03:15 - UK Inflation Dropping To A 6-Month Low
02:50 - 07:55 - The Outlook For Monetary Policy And Its Impacts
07:55 - 14:28 - Why The FTSE Is At An All-Time high?
14:28 - 19:06 - How The FTSE Looks Vs China, EM & The U.S
19:20 - 22:40 - What Are The Biggest Risks For The Markets?
DISCLAIMER: Anything discussed on The Finimize Podcast should NOT be considered financial or investment advice.
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.
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Topics Covered:
00:00 - 02:40 - How he became the Head of Digital Assets at WisdomTree
02:50 - 06:05 - The most exciting this he is working
06:30 - 08:43 - What really is a Digital Fund? And why use it?
08:56 - 11:47 - What really is the Prime app trying to become?
11:50 - 13:22 - Who is WisdomTree prime targeting?
13:23 - 14:30 - Digital Gold vs Bitcoin
15:16 - 17:15 - Key learnings from last year's blowup
17:30 - 19:10 - How important is education in learning more about crypto?
19:13 - 21:15 - Outlook for digital asset space for 2023
21:30 - 23:07 - How are institutions thinking about crypto this year?
24:35 - 26:26 - How should investors think about crypto in a portfolio context?
26:55 - 28:55 - Where do you hope the crypto space in 5 years?
DISCLAIMER: Anything discussed on The Finimize Podcast should NOT be considered financial or investment advice.
On 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.
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Timestamps:
-
The outlook for central bank policy - will they overdeliver?
-
What he makes of the solid start for the year for asset prices
-
How the China reopening has shifted his view
-
What's the outlook for UK & Europe?
-
How do the macro conditions and monetary policy feed into equities?
-
What are the risks in 2023 for equities?
DISCLAIMER: Anything discussed on The Finimize Podcast should NOT be considered financial or investment advice.
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.
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Timestamps:
00:00 - Introduction
01:08 - What went wrong with Crypto last year?
07:00 - Is Bitcoin still considered a hedge?
11:40 - Is FTX a good thing for Crypto?
14:15 - Bitcoins cycle explained
18:35 - Is now a good time to accumulate Bitcoin?
22:30 - How have the scandals affected institutional adoption?
27:20 - Crypto sector outlook (NFTs/DeFi/AI)
32:00 - Outro
On 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.
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Timestamps:
00:00 - Introduction
01:08 - Outlook for Tech stocks in 2023?
03:26 - Is a recession priced into stocks?
05:30 - What are Institutional investors saying?
07:22 - What does soft-landing mean for stocks?
12:09 - How will markets respond to layoffs?
15:30 - OpenAI and ChatGPT
19:00 - Musks Twitter overhang on Tesla
22:00 - Tesla 20% price cuts
26:00 - Big Tech outlook
DISCLAIMER: Anything discussed on The Finimize Podcast should NOT be considered financial or investment advice.