The Armchair Trader Podcast: Recent Episodes
The Armchair Trader
The Armchair Trader Editor, Stuart Fieldhouse calls on his wealth of experience within the financial markets and extensive network of connections to bring you this investing podcast.
Stuart invites guests on to the show every week to discuss important themes within the financial markets. His guests include CEO’s of listed companies from around the world, from micro cap stocks to large established businesses. He speaks with Fund Managers about stock picking and the markets in which they operate, and he chats with Market Analysts about a range of topics that offer a broader view of the markets as well as insight on topical themes and trends.
Money, Claudia Tornquist, CEO of Kodiak Copper, joins us to discuss the company’s MPD copper-gold porphyry project in southern British Columbia.We discuss Kodiak’s maiden resource, its expanded 16,500-metre drill programme and the 36 additional exploration targets that could provide further resource growth and discovery upside.Claudia also explains why MPD’s location between two major copper mines could give Kodiak important infrastructure advantages, and discusses the latest metallurgical testing.We then look at the wider copper market, including the long-term decline in major copper discoveries and the growing demand coming from electrification, AI and defence.Finally, Claudia explains the proposed Kay Copper transaction involving Kodiak’s Mohave project in Arizona and Teck Resources.Subscribe to our channel for more interviews with CEOs, fund managers and market experts.You can find out more about Kodiak Copper here - https://kodiakcoppercorp.com/Sign up for The Armchair Trader's free newsletter here - https://www.thearmchairtrader.com/newsletter/
Money, Summit Royalties CEO Drew Clark discusses their new revolving credit facility, plus a potential $25 million accordion, and explains how the additional capital could help Summit pursue larger mining royalty and streaming opportunities.Drew also discusses the recent Star Royalties acquisition, the Keysbrook royalty, Copperstone and Pitangui, as well as Summit's outlook for gold, silver and the wider mining sector.With Copperstone already under construction and Pitangui moving towards development, we ask what Summit Royalties could look like over the next 12 months – and what success might look like by mid-2027.Subscribe to our channel for more interviews with CEOs, fund managers and market experts.You can find out more about Summit Royalties here - https://www.summit-royalties.com/Sign up for The Armchair Trader's free newsletter here - https://www.thearmchairtrader.com/newsletter/0:00 Introduction to Summit1:09 Summit Royalties' new credit facility2:22 Why the new financing matters4:16 Competing for higher-quality royalty assets5:35 The Star Royalties acquisition6:41 Summit's potential milestones8:42 Summit Royalties' ambitions for 2027
Money Podcast, Stuart Fieldhouse interviews Dan Sutton, CEO of Syntholene, to discuss how geothermal-powered hydrogen production could transform sustainable aviation fuel.The conversation explores:• Sustainable aviation fuel (SAF)• Synthetic hydrocarbons• Geothermal energy• Green hydrogen• Iceland's demonstration plant• Commercial scaling• Investment opportunities• The future of aviationDiscover why Syntholene believes it can dramatically reduce the cost of synthetic fuel while helping decarbonise one of the world's hardest industries.Subscribe for weekly interviews with CEOs, fund managers and investment experts.00:00 - Introduction to Syntholene01:19 - Revolutionary approach02:40 - Cost effective synthesising of hydrocarbon fuels09:16 - Geothermal advantage 13:20 - Demonstration facility in Iceland18:04 - The 69-day build21:00 - Aviation: the Holy Grail of clean energy26:32 - Achieving fossil fuel price parity27:52 - The product pipeline30:10 - First commercial profits33:43 - Breaching the $2/kg hydrogen barrier33:23 - Synthetic fuel underreported40:20 - The 10-Year Horizon
Money podcast for more exclusive interviews with CEOs, fund managers and market experts.Visit The Armchair Trader for more investing news, market analysis and exclusive podcast interviews:https://www.thearmchairtrader.com00:00 Introduction to Bold Ventures01:11 Exciting Gold Intersections at the Traxxin Project04:14 Planning the next phase of exploration06:30 Unexpected Rare Earth Discovery: A Game Changer11:19 Burchell project strategy12:34 Joutel project update14:56 Bold's OTC listing in the US15:55 Results from Wilcorp project
Money podcast to break down the Horne Five project in Quebec - a large-scale, multi-metal deposit the market has yet to fully price in. With an updated feasibility study just released, a 28% IRR, and industry-leading production costs, Luc explains why this could be one of the most overlooked gold stories in Canada.Stay tuned to learn about:✔️Why the market hasn't priced in the project yet, despite sub-$800/oz production costs (vs. ~$1,400/oz industry average)✔️Why Horne Five could make Falco a takeover target for a major producer within the next 4–5 years✔️The updated feasibility study numbers: $3.4B NPV, 28% IRR, built on a $3,600/oz gold priceYou can find out more about Falco Resources here - https://www.falcores.com/en/You can sign up to The Armchair Trader free newsletter here - https://www.thearmchairtrader.com/newsletter/Follow us:BlueSky - https://bsky.app/profile/thearmchairtrader.comLinkedin - https://www.linkedin.com/company/10429893 Instagram - https://www.instagram.com/armchairtraderFacebook - https://www.facebook.com/TheArmchairTrader01:26 Falco Resources Horne Five project03:20 Quebec regulatory process05:07 Latest feasibility study07:04 The scale of the Horne Five project07:45 Falco Resources share price 09:37 Financing the project10:48 How does Horne Five stack up against other projects?13:54 Project infrastructure15:26 Why is Horne Five attractive?19:03 What next for Falco Resources?
Welcome to the Investing Money and Markets podcast, brought to you by the Armchair Trader. This week, we're looking at space investments.Join host Stuart Fieldhouse as he chats with Elvira Kuramshina, Associate Director, Quantitative Research at WisdomTree Europe.Stay tuned for information to find out:✔️ Where space stands from a geopolitical lens✔️What investing experts have to say about SpaceX✔️How space stocks are likely to impact the global economy in the futureAnd lots more.You can find out more about WisdomTree here - https://www.wisdomtree.eu/Sign up for The Armchair Trader's free investing newsletter here - https://www.thearmchairtrader.com/newsletter/00:00 Introduction to the Space Sector01:32 SpaceX has changed things03:14 Why invest in space?04:56 Space launch costs falling06:08 Political impacts of the space race07:50 Finding the best space stocks10:21 What makes a good space stock?13:55 What you need to know about SpaceX15:31 How to invest in the space sector17:33 What does the future hold for space
In this eposode we're diving into Bitcoin and gold – exploring whether Bitcoin is really a new alternative to gold or something different altogether.Join host Stuart Fieldhouse as he chats with Dovile Silenskyte, Director, Digital Assets Research at WisdomTree, uncovering why long-term holding beats market timing, how Bitcoin's volatility is changing, and what the future holds for these two macro assets in your portfolio.Stay tuned for information to find out:✔️Whether Bitcoin is still considered to be a volatile asset.✔️Who's buying Bitcoin now and why.✔️Whether Bitcoin will be a competitor to gold in the future.✔️How current events are impacting the Bitcoin market.And lots more.You can find more information on WisdomTree's crypto ETFs here - https://www.wisdomtree.eu/en-gbSign up for The Armchair Trader free newsletter here - https://www.thearmchairtrader.com/new...Chapters01:20 Should you buy and hold bitcoin?03:57 Are institutions buying bitcoin?05:13 How does Bitcoin behave versus traditional assets?07:00 Bitcoin versus Gold11:24 Bitcoin exposure through ETFs14:40 Stablecoins15:15 Is Bitcoin going to replace fiat currency?16:20 Bitcoin regulation
A activity this year16:10 The pancreatic cancer breakthrough changing everything18:55 What could be biotech's next game-changing moment?
missile defence, cyber security, and ammunition are key growth areas- How European defence stocks compare to US peers on growth and valuation- Whether defence investing can now fit within ESG frameworksWe also discuss supply-chain constraints, collaboration across Europe, and why this rearmament cycle could last far longer than many investors expect.📌 This podcast is for information and entertainment purposes only and does not constitute financial advice.👉 Subscribe for more expert interviews on markets, ETFs, commodities, and global investment themes.#Investing #StockMarket #DefenseStocks #GlobalMarkets #CapitalMarkets #EuropeanDefence#DefenceIndustry #AerospaceAndDefence #EuropeanStocks #EUInvesting #Geopolitics#CyberSecurity #MilitarySpending #DefenseETFs #LongTermInvestingFollow us:BlueSky - https://bsky.app/profile/thearmchairtrader.comLinkedin - https://www.linkedin.com/company/10429893 Instagram - https://www.instagram.com/armchairtraderFacebook - https://www.facebook.com/TheArmchairTrader
critical minerals- The long-term optionality of the Ring of Fire, including Bold’s carried interest in chromite- How management prioritises capital while limiting shareholder dilution- Near-term catalysts and what could drive valuation going forwardThis is a must-listen interview for junior mining and resource investors looking for leverage to gold and critical minerals in a strengthening market.
of the mining industry. Since its public debut just four months ago, Summit has rapidly transformed from a startup with minimal capital into a diversified powerhouse with over 50 royalties in its portfolio.Find out more about Summit Royalties here - https://www.summit-royalties.com/Sign up to The Armchair Trader free newsletter here - https://www.thearmchairtrader.com/newsletter/Listen on:Spotify - https://open.spotify.com/show/2vfaIsYhqcRejpjWNqYF6fApple Podcasts - https://podcasts.apple.com/gb/podcast/the-armchair-trader-podcast/id1454640070Amazon - https://music.amazon.co.uk/podcasts/68a66097-24d8-403e-a86f-70fab0d2d686/The-Armchair-Trader-PodcastSoundCloud - https://soundcloud.com/armchairtrader/Follow us:BlueSky - https://bsky.app/profile/thearmchairtrader.comLinkedin - https://www.linkedin.com/company/10429893 Instagram - https://www.instagram.com/armchairtraderFacebook - https://www.facebook.com/TheArmchairTrader00:00 What are mining royalties?02:57 Intro to Summit Royalties04:37 How have Summit grown so quickly?05:39 Which are the key assets in the portfolio?08:49 The Saddle North project09:03 How major is the Star Royalties project?10:12 What kind of projects do Summit look for?12:46 Precious Metals outlook14:17 Importance of networking15:09 Future plans for Summit Royalties15:27 The attraction of the royalty model
Money on SoundCloud for more insights on markets, ETFs, commodities, and global investment trends.This episode is for educational purposes only and does not constitute financial advice.
Is the UK commercial real estate market poised for a massive rebound?In this episode, Bradley Biggins from Schroder Real Estate Investment Trust reveals why we may have reached a critical turning point. Following a 25% valuation correction, Schroder now forecasts total returns of 8 - 10% per annum over the next four years.Discover how high construction costs are limiting supply and driving rental growth, while the ‘Green Premium’ sees sustainable assets commanding rents up to 40% higher than older units. We also explore the impact of interest rates and hybrid working on future property returns.00:00 Intro to Schroder Real Estate01:20 How healthy is the UK's commercial real estate market?03:18 What's the big drag on lack of supply?03:53 How has investor appetite varied?04:56 How do interest rates affect the market?06:19 EPC ratings08:17 Occupier sentiment and hybrid working09:48 Private equity geting involved in the market11:24 Schroder Real Estate paying dividends13:39 New acquisitions and disposals16:54 When to redevelop and when to buy from new18:31 What's the key selling point for UK commercial property?
In this episode, we sit down with Dr Mike Jones, Managing Director of Impact Minerals [ASX:IPT], to discuss the incredible potential of High Purity Alumina (HPA). From preventing Tesla battery fires to creating scratch-proof sapphire glass, HPA is the critical mineral you haven't heard of yet.Mike explains how the unique Lake Hope Project in Western Australia aims to become the lowest-cost HPA producer globally. We dive into the economics of the project, the recent acquisition of game-changing processing technology, and what this means for investors.Topics covered:What is High Purity Alumina (HPA)?The role of HPA in Lithium-Ion battery safety.How Impact Minerals plans to undercut global production costs.The $1.2 Billion AUD project valuation.Disclaimer: The content of this video is for information and entertainment purposes only and does not constitute financial advice. Always do your own research.#ImpactMinerals #LakeHope #LithiumBattery #HPA #AustralianMining #SyntheticSapphire #Semiconductor #BatteryTech #MikeJones #aluminaListen on:Spotify - https://open.spotify.com/show/2vfaIsYhqcRejpjWNqYF6fApple Podcasts - https://podcasts.apple.com/gb/podcast/the-armchair-trader-podcast/id1454640070Amazon - https://music.amazon.co.uk/podcasts/68a66097-24d8-403e-a86f-70fab0d2d686/The-Armchair-Trader-PodcastSoundCloud - https://soundcloud.com/armchairtrader/Follow us:BlueSky - https://bsky.app/profile/thearmchairtrader.comLinkedin - https://www.linkedin.com/company/10429893 Instagram - https://www.instagram.com/armchairtraderFacebook - https://www.facebook.com/TheArmchairTrader
cloud15:04 Quantum computing Government strategies17:58 Quantum safe standards to future proof systems19:28 How to think about quantum computing investing24:16 Are there expansion constraints of the technology?27:50 Building a quantum computing investment strategy
Shares ISA, exploring SIPPs, or trying to understand the difference between funds, ETFs and individual shares, this episode breaks everything down in plain English.We’re joined by Richard Hunter, Head of Markets at Interactive Investor, winner of the “Best Investment Platform” at the Online Money Awards. Richard shares super-useful insights for beginners — from why keeping all your money in cash can cost you over time, to how diversification works, and why compounding is such a powerful long-term force.In this episode:Why investing often beats cash over the long runThe best tax-efficient accounts: ISA vs SIPPShould beginners buy funds, ETFs, or shares?How diversification really works (and what mistakes to avoid)The power of compound interestHands-off investing options for people who don’t want to stock-pickWhat Interactive Investor offers for new, early-stage investorsIf you're just starting your investment journey — or thinking about taking your first step — this episode gives you the confidence and clarity you need.👉 Listen, follow and share if you enjoy the show👉 Sign up for our free weekly investing newsletter at www.thearmchairtrader.com/newsletter👉 Check out more resources at www.ii.co.ukListen on:Spotify - https://open.spotify.com/show/2vfaIsYhqcRejpjWNqYF6fApple Podcasts - https://podcasts.apple.com/gb/podcast/the-armchair-trader-podcast/id1454640070Amazon - https://music.amazon.co.uk/podcasts/68a66097-24d8-403e-a86f-70fab0d2d686/The-Armchair-Trader-PodcastSoundCloud - https://soundcloud.com/armchairtrader/Follow us:BlueSky - https://bsky.app/profile/thearmchairtrader.comLinkedin - https://www.linkedin.com/company/10429893 Instagram - https://www.instagram.com/armchairtraderFacebook - https://www.facebook.com/TheArmchairTrader00:00 Introduction to Interactive Investors02:37 Why should people invest?04:02 Tax-efficient structures06:05 Do people tend to buy just stocks, just funds or a mix?08:42 Investing in what you know09:18 What help do ii provide to new investors?10:28 Diversifying your investments12:35 Having to part with winners13:53 Compounding14:59 How often to check your portfolio16:24 Don't want to make the decisions yourself?17:33 Find out more about Interactive Investor at ii.co.uk
Money podcast, host Stuart Fieldhouse talks with Dan Blondal, CEO of Nano One Materials, about the company’s latest breakthroughs in lithium iron phosphate (LFP) battery technology — and what they mean for investors.Nano One has secured $5 million in new funding from Natural Resources Canada, complementing earlier support from the U.S. Department of Defense and the Government of Quebec, as it scales up its LFP demonstration plant. Blondal explains how this non-dilutive capital helps the company grow while building a cleaner, more sustainable battery supply chain for North America and beyond.We also dive into:⚡ How Nano One’s patented “one-pot process” eliminates wastewater and reduces costs🌍 Why governments are backing the decoupling of battery supply chains from China🤝 Strategic partnerships with Sumitomo Metal Mining and Rio Tinto🇺🇸 The rise of the Arkansas Lithium Technology Accelerator (ALTA)💡 What investors can expect next as Nano One expands into EuropeIf you’re following the EV, clean-tech, or battery materials sectors — or just want to understand where the next big opportunities lie — this is a must-listen conversation.Visit the Nano One website: https://nanoone.ca/📩 Get our free newsletter for insights on Stocks, ETFs, Commodities, and Global Markets: www.thearmchairtrader.com/newsletter/00:00 More funding for Nano One02:57 Geopolitical background and decoupling from China07:52 The Sumitomo collaboration10:14 Joining the Arkansas Lithium Technology Accelerator (ALTA) program14:00 Why is Arkansas taking the lead?15:26 The Rio Tinto partnership17:35 New patents approved18:31 Impact of China's export restrictions22:27 Nano One's involvement with Europe and the G724:39 Future plans
Streaming (NYSE/TSX: MTA) — an innovative company in the gold and mining royalty space.Brett explains how royalty companies make money without ever operating a mine, the growth story behind Metalla’s $700 million market cap, and why royalties can offer investors exposure to gold, silver, and copper without the same risks faced by traditional miners.Topics covered:• How royalty and streaming models work• Metalla’s $6M investment that became a major gold discovery• Why the royalty model scales with minimal overhead• Outlook for gold, silver, and copper in 2025–2030• The next growth phase for Metalla RoyaltyFind more on Metalla Royalties and Streaming. Visit the website: https://www.metallaroyalty.com/📩 Subscribe to our free newsletter for reglar insights on Stocks, ETFs, Commodities, and Global Markets: https://www.thearmchairtrader.com/newsletter/Follow us:BlueSky - https://bsky.app/profile/thearmchairtrader.comLinkedin - https://www.linkedin.com/company/10429893 Instagram - https://www.instagram.com/armchairtraderFacebook - https://www.facebook.com/TheArmchairTrader00:00 Intro to Metalla Royalty and how royalty companies work03:51 Hanging on to portfolio companies05:09 How Metalla sources investments07:45 Metalla's plans for the next year or two12:49 Spread of gold, silver and copper companies13:58 Operational and downside risks18:16 Criteria for new investments23:20 Commodity cycle outlook and growing the business26:56 How do mining companies pay - cash or bullion?31:24 Can production satisfy projected demand?
P 500 and the AI bubble21:05 UK stocks and the UK budget25:22 Why such intense speculation on the Budget?
Host Stuart Fieldhouse chats with Jean Roche, manager of the Schroders UK Mid-Cap Investment Trust, to discuss what defines a mid-cap stock, the FTSE 250 outlook, share buybacks, and where she’s finding opportunity in UK defence and retail stocks.If you’ve been wondering whether UK equities are undervalued or how mid-cap investing compares to large and small-cap strategies, this episode offers deep insight from one of the most experienced managers in the market.Our thanks to Schroders for the use of their studio for this episode. You can find out more about Schroder UK Mid-Cap Fund here - https://www.schroders.com/en-gb/uk/individual/funds-and-strategies/investment-trusts/schroder-uk-mid-cap-fund-plc/🎧 Subscribe for more investing insights and market analysis every week.👉 Join our free investing newsletter: https://www.thearmchairtrader.com/newsletter/Listen on:Spotify - https://open.spotify.com/show/2vfaIsYhqcRejpjWNqYF6fApple Podcasts - https://podcasts.apple.com/gb/podcast/the-armchair-trader-podcast/id1454640070Amazon - https://music.amazon.co.uk/podcasts/68a66097-24d8-403e-a86f-70fab0d2d686/The-Armchair-Trader-PodcastSoundCloud - https://soundcloud.com/armchairtrader/Follow us:BlueSky - https://bsky.app/profile/thearmchairtrader.comLinkedin - https://www.linkedin.com/company/10429893 Instagram - https://www.instagram.com/armchairtraderFacebook - https://www.facebook.com/TheArmchairTrader00:00 What is a Mid Cap stock?02:00 Jean's investment philosophy regarding Mid Caps05:05 Why so many share buybacks right now?08:13 Why Mid Caps and not Large Caps?11:25 The wider UK economy and equity market15:18 UK sectors and themes to watch18:28 When a company makes it into the FTSE 10022:20 How does Jean protect the downside risk?25:00 Key contributors to the trust's performance27:17 Looking ahead to UK market opportunites and risks
Money, host Stuart Fieldhouse talks with Dovile Silenskyte from WisdomTree's Digital Assets team about what this decision means for UK investors, how #crypto ETPs actually work, and why this could be a game changer for mainstream adoption.We cover:✅ What makes crypto ETPs safer and simpler than direct crypto ownership✅ How Bitcoin and Ethereum ETPs are structured and backed✅ The differences between physical and synthetic exposure✅ Whether crypto ETPs could soon be held in ISAs and SIPPs✅ Smart allocation tips — how much crypto might make sense in your portfolioIf you’ve been curious about adding crypto exposure without the wallet headaches, this episode is for you.🎧 Subscribe for more investing insights and market analysis every week.👉 Join our free investing newsletter: https://www.thearmchairtrader.com/newsletter/Useful linksWisdomTree Europe website - https://www.wisdomtree.eu/en-gb/strategies/crypto-currencyFCA approval of Crypto ETPs for retail investors - https://www.thearmchairtrader.com/crypto/a-safer-way-into-the-cryptocurrency-maze/UK allows crypto ETPs in ISAs and SIPPs - https://www.thearmchairtrader.com/crypto/uk-allows-crypto-in-isas-and-pensions/#CryptoETF #BitcoinETF #Investing #UKInvestors #WisdomTree #CryptoNews #ETFs #FCA #Ethereum #DigitalAssets #InvestingPodcast #FinancialMarkets #InvestingEducation00:00 Introduction to WisdomTree in crypto markets01:54 Allowing access for retail investors02:50 Managing your own wallets03:37 What are crypto ETFs?05:00 Do ETF managers use pure crypto exposure?05:52 How crypto custody works08:58 Ethereum yield from staking, and risks11:15 Benefits for investors of the ETF model12:00 Reduced liquidity risk12:40 Including in ISAs and SIPPs13:33 Coins becoming available15:36 Leveraged crypto products17:52 How much to own in your portfolio?19:08 Actively managed crypto products and fees22:09 Finding out more at wisdomtree.eu
In this episode of the Investing, Markets & Money podcast, we sit down with Thomas Moore, manager of the Aberdeen Equity Income Investment Trust, winner of Best Investment Trust for Income at the Online Money Awards 2025.Thomas shares his approach to picking dividend stocks that deliver not only high yield but also dividend growth and long-term capital growth. With the trust currently yielding 6.1% and boasting nearly 25 years of uninterrupted dividend increases, we explore how UK equity investors can find opportunities in a market that still yields just 3.2%.💡 Key topics we cover:Why dividend income matters in 2025 with high living costsHow to find UK dividend stocks yielding 5–10%The balance between income and capital growthWhy high-yield stocks can also be growth opportunitiesStock picking insights from a seasoned income fund manager👉 Whether you’re focused on dividend investing, income investing, or just looking for the best UK stocks for long-term returns, this episode is packed with insights.Find out more about Aberdeen Investments here - www.aberdeeninvestments.com#Investing #InvestmentTrusts #Equities #Dividends #InvestingPodcast #Markets #WealthBuilding #FinancialMarkets 📩 Subscribe to our free investing newsletter for more insights: https://www.thearmchairtrader.com/newsletter/🎧 Listen to more episodes of the Investing, Markets & Money podcast on Spotify, Apple Podcasts, and all major platforms.Spotify - https://open.spotify.com/show/2vfaIsYhqcRejpjWNqYF6fApple Podcasts - https://podcasts.apple.com/gb/podcast/the-armchair-trader-podcast/id1454640070Amazon - https://music.amazon.co.uk/podcasts/68a66097-24d8-403e-a86f-70fab0d2d686/The-Armchair-Trader-PodcastSoundCloud - https://soundcloud.com/armchairtrader/Follow us:BlueSky - https://bsky.app/profile/thearmchairtrader.comLinkedin - https://www.linkedin.com/company/10429893 Instagram - https://www.instagram.com/armchairtraderFacebook - https://www.facebook.com/TheArmchairTrader00:00 Intro to the Aberdeen Equity Income Trust01:33 Balancing income and capital growth04:09 Focus on UK value stocks08:13 Criteria for picking new companies11:18 Inflows and outflows from UK equity markets13:00 Mergers and acquisitions in the market14:58 Why do companies do share buybacks?19:36 What does "index-agnostic" mean?22:03 What has helped the fund's performance recently?27:30 The effect of politics on UK stocks?31:22 Looking at British companies with exposure outside the UK35:30 Effect of tariffs
In this episode of Investing, Markets & Money, we dive into gold and precious metals with Robert Crayfourd, co-manager of the Golden Prospect Precious Metals Fund at CQS New City.The fund has just been named Best Investment Trust for Growth at the 2025 Online Money Awards—and Robert explains the strategy behind its success. You can find more on the awards here - https://www.thearmchairtrader.com/online-money-awards/Stuart and Robert cover:- Why small & mid-cap miners can deliver better returns than gold ETFs- Central bank gold buying and the weaponization of the dollar- The outlook for gold, silver, and other precious metals in 2025- How geopolitical risk, US debt, and interest rates shape the sector- The value of active management in mining vs passive ETFs👉 Don’t miss Robert’s insights on why gold may still be “underowned” and how his team finds opportunities others overlook.If you enjoy these conversations, the best way to support the show is a quick rating or review — it helps more investors discover us.Listen on:Spotify - https://open.spotify.com/show/2vfaIsYhqcRejpjWNqYF6fApple Podcasts - https://podcasts.apple.com/gb/podcast/the-armchair-trader-podcast/id1454640070Amazon - https://music.amazon.co.uk/podcasts/68a66097-24d8-403e-a86f-70fab0d2d686/The-Armchair-Trader-PodcastSoundCloud - https://soundcloud.com/armchairtrader/YouTube - https://www.youtube.com/@armchairtraderFollow us:BlueSky - https://bsky.app/profile/thearmchairtrader.comLinkedin - https://www.linkedin.com/company/10429893 Instagram - https://www.instagram.com/armchairtraderFacebook - https://www.facebook.com/TheArmchairTrader00:00 Intro to Golden Prospect Precious Metals [LON:GPM]02:09 How flexible is the trust's mandate?02:40 The global gold market05:09 What has been driving the gold price up?07:25 Geopolitical risk versus central bank holdings10:55 Why buy an investment trust and not an ETF12:30 Going on site visits14:13 Managing risk16:26 Political elements to running the trust17:00 The trust's geographic exposure17:47 Other metals besides gold: silver20:55 Sustainability and corporate governance22:41 Miners and government disputes, e.g. Barrick in Mali23:56 Golden Prospect wins Best Investment Trust for Growth27:08 Gold/silver producers using cash for development28:12 Spotting takeover targets30:20 How have ETFs affected the market?31:49 The fund's subscription shares rights issue
Stuart meets Rezaah Ahmad of corporate bond marketplace WiseAlpha. They cover the definition of a corporate bond and how they work, the size of the bond market, equity dividends vs bond coupons and what to look out for when considering investing in this type of asset.If you enjoy these conversations, the best way to support the show is a quick rating or review — it helps more investors discover us.Listen on:Spotify - https://open.spotify.com/show/2vfaIsYhqcRejpjWNqYF6fApple Podcasts - https://podcasts.apple.com/gb/podcast/the-armchair-trader-podcast/id1454640070Amazon - https://music.amazon.co.uk/podcasts/68a66097-24d8-403e-a86f-70fab0d2d686/The-Armchair-Trader-PodcastSoundCloud - https://soundcloud.com/armchairtrader/Follow us:BlueSky - https://bsky.app/profile/thearmchairtrader.comLinkedin - https://www.linkedin.com/company/10429893 Instagram - https://www.instagram.com/armchairtraderFacebook - https://www.facebook.com/TheArmchairTrader00:00 Intro to WiseAlpha Corporate Bonds01:12 What is a Corporate Bond?01:45 How they differ from Government Bonds03:05 How big is the bond market?03:45 Benefits of Bonds over Equities - dividends vs coupons05:42 Which companies have corporate bonds, e.g. Ocado?07:26 Bond holders are ahead of the queue08:40 Investing in corporate bonds for pensions09:51 Risks with corporate bonds12:07 Paying attention to central bank rates13:13 Bond prices vs bond yields explained15:41 Bond ratings - investment grade and beyond17:44 Liquidity - how do you trade?24:58 Buying and selling on www.WiseAlpha.com
We meet Stuart Thomas of Precidian Investments to learn about the importance of being currency-hedged. We look at what currency hedging is and how to, when you buy a stock listed in a different currency from your own, mitigate the additional risks of currency fluctuation.🎧 Subscribe and stay updated with insights from leading investors, fund managers, and innovators.#Currencies #Forex #Hedging #Trading #GBP #USDListen on:Spotify - https://open.spotify.com/show/2vfaIsYhqcRejpjWNqYF6fApple Podcasts - https://podcasts.apple.com/gb/podcast/the-armchair-trader-podcast/id1454640070Amazon - https://music.amazon.co.uk/podcasts/68a66097-24d8-403e-a86f-70fab0d2d686/The-Armchair-Trader-PodcastSoundCloud - https://soundcloud.com/armchairtrader/Follow us:BlueSky - https://bsky.app/profile/thearmchairtrader.comLinkedin - https://www.linkedin.com/company/10429893 Instagram - https://www.instagram.com/armchairtraderFacebook - https://www.facebook.com/TheArmchairTrader00:00 Intro to Precidian Investments04:39 What is currency hedging?07:57 What currency risks are investors exposed to?10:33 How can traders reduce your currency risks?13:14 Are there enough ETFs outside the USA?14:51 Managing the costs and fees of currency hedging16:53 Does currency hedging matter for intraday traders?18:27 Does it matter to me?20:00 ADRs vs. forex futures23:08 What can go wrong?
Schroder Japan Trust is a London-listed investment trust that is focused on specific single stock opportunities within the larger Japanese equity market. It is an exciting time to be invested in Japan, with a cheap yen and the Japanese government pushing ahead with far-reaching reforms for listed companies.On the podcast we talk to Schroder Japan lead fund manager Masaki Taketsume about running a best ideas portfolio in Japan. We discuss some of the key trends he is seeing in the market, including the yen, interest rates, tariffs and shareholder activism. He also explains the trust’s approach to stock picking and the benefits of investing in under-researched companies.🎧 Subscribe and stay updated with insights from leading investors, fund managers, and innovators.Listen on:Spotify - https://open.spotify.com/show/2vfaIsYhqcRejpjWNqYF6fApple Podcasts - https://podcasts.apple.com/gb/podcast/the-armchair-trader-podcast/id1454640070Amazon - https://music.amazon.co.uk/podcasts/68a66097-24d8-403e-a86f-70fab0d2d686/The-Armchair-Trader-PodcastSoundCloud - https://soundcloud.com/armchairtrader/Follow us:BlueSky - https://bsky.app/profile/thearmchairtrader.comLinkedin - https://www.linkedin.com/company/10429893 Instagram - https://www.instagram.com/armchairtraderFacebook - https://www.facebook.com/TheArmchairTrader00:00 Intro to the Schroder Japan Trust01:45 Market cap of invested companies02:37 The yen and Japanese interest rates04:47 The effect of inflation on Japanese companies05:57 Effect of trade barriers on Japan08:00 Corporate governance and shareholder interests11:25 Opportunities with under-researched companies12:56 Which sectors are looking good?13:46 Why is active fund management important with Japan equities?15:17 Activist campaigns in Japan17:27 Over-diversified business groups20:24 Outlook for Japanese equities
In this episode of the Investing, Markets & Money podcast, we're diving into the surging commodities markets—with a spotlight on gold and silver—alongside Nitesh Shah, Head of Commodities and Macroeconomic Research at @WisdomTreeEurope .🔑 Key topics covered:Why gold prices surged to $3,500How geopolitical risk and de-dollarisation are driving central bank gold buyingThe silent gold accumulation by central banks—what they’re not reportingIs gold becoming the world’s second reserve currency?Why silver might be the next breakout star, especially with new industrial demand📈 If you're an investor tracking macro trends, commodity cycles, or global monetary shifts, this is a must-listen.👉 Subscribe for more expert insights, ETF trends, and global market analysis.#Gold #Silver #Commodities #WisdomTree #InvestingPodcast #CentralBanks #Macroeconomics #GoldPrice #FinancialMarkets #DeDollarisation #InflationHedge #NiteshShahListen on:Spotify - https://open.spotify.com/show/2vfaIsYhqcRejpjWNqYF6fApple Podcasts - https://podcasts.apple.com/gb/podcast/the-armchair-trader-podcast/id1454640070Amazon - https://music.amazon.co.uk/podcasts/68a66097-24d8-403e-a86f-70fab0d2d686/The-Armchair-Trader-PodcastSoundCloud - https://soundcloud.com/armchairtrader/Follow us:BlueSky - https://bsky.app/profile/thearmchairtrader.comLinkedin - https://www.linkedin.com/company/10429893 Instagram - https://www.instagram.com/armchairtraderFacebook - https://www.facebook.com/TheArmchairTrader00:00 Gold prices04:05 De-dollarisation08:01 Central banks buying gold through intermediaries10:44 Silver prices15:42 Is the Gold:Silver ratio a good indicator?17:25 How liquid is the silver market?19:02 Platinum prices23:23 Oil market thoughts28:24 US administration pro-oil29:36 Livestock futures31:01 Commodities for smaller investors
In this episode of Investing, Markets & Money, we explore the growing energy challenges and opportunities across Sub-Saharan Africa. Stuart is joined by Ray Coyle from Energise Africa, a UK-based crowdfunding platform that connects everyday investors with impactful clean energy projects on the continent.We dive into:🔋 Why over 600 million people in Africa lack access to clean energy☀️ The untapped solar power potential across Africa🏠 How solar home systems and green mini-grids are transforming lives🌍 How clean energy is also a key to solving Africa’s water crisis💸 How UK investors can get involved in funding renewable energy for underserved communitiesIf you're interested in sustainable investing, global development, or Africa's next big leap in energy infrastructure—this one's for you.Visit https://www.energiseafrica.com to find out more and to access the platform.🎧 Subscribe and stay updated with insights from leading investors, fund managers, and innovators.#Africa #CleanEnergy #SolarPower #ImpactInvesting #Crowdfunding #EnergiseAfrica #ESG #Markets #InvestingPodcastListen on:Spotify - https://open.spotify.com/show/2vfaIsYhqcRejpjWNqYF6fApple Podcasts - https://podcasts.apple.com/gb/podcast/the-armchair-trader-podcast/id1454640070Amazon - https://music.amazon.co.uk/podcasts/68a66097-24d8-403e-a86f-70fab0d2d686/The-Armchair-Trader-PodcastSoundCloud - https://soundcloud.com/armchairtrader/Follow us:BlueSky - https://bsky.app/profile/thearmchairtrader.comLinkedin - https://www.linkedin.com/company/10429893 Instagram - https://www.instagram.com/armchairtraderFacebook - https://www.facebook.com/TheArmchairTrader0:00 Who are Energise Africa?01:01 Where are the energy shortages in Africa?02:55 Alternative energy sources for African communities05:51 Scaling the energy projects08:49 Sourcing the projects13:40 Measuring the impact17:38 Who can invest?23:40 Project case study26:46 How investors can get involved
We are joined this week by Jigna Gibb to learn more about ETFS - specifically Commodities ETFs. Jigna is Head of Commodities and Crypto Index Products at Bloomberg and takes us through the growth of this type of investment, who is trading them and the latest trends.We also discuss leveraged ETFs, which are less widely known in the UK than the US, how more people are taking short positions on ETFs, and lastly the friendlier regulatory environment around crypto ETFs.Our apologies for the sound quality in this episode.Listen on:Spotify - https://open.spotify.com/show/2vfaIsYhqcRejpjWNqYF6fApple Podcasts - https://podcasts.apple.com/gb/podcast/the-armchair-trader-podcast/id1454640070Amazon - https://music.amazon.co.uk/podcasts/68a66097-24d8-403e-a86f-70fab0d2d686/The-Armchair-Trader-PodcastSoundCloud - https://soundcloud.com/armchairtrader/Follow us:BlueSky - https://bsky.app/profile/thearmchairtrader.comLinkedin - https://www.linkedin.com/company/10429893 Instagram - https://www.instagram.com/armchairtraderFacebook - https://www.facebook.com/TheArmchairTrader00:00 What info does Bloomberg have on commodity indices?02:06 The growth of Commodity ETFs04:50 A way for private investors to gain exposure to commodities06:33 Who is trading commodity ETFs?09:11 Aside from gold and oil, what can you invest in?10:54 Comparing futures-based vs physical ETFs13:01 Trends in new commodity ETFs15:43 Bloomberg's BCOM indices16:58 What are Leveraged ETFs?20:28 Taking short positions on ETFs22:41 Crypto ETFs
In this episode, we're diving deeper into the Majedie Investment Trust, with a special focus on a unique part of the portfolio — special investments.Joining us is Arjun Menon from Marylebone Partners, the trust’s investment advisor. Arjun breaks down what special investments are, how they’re sourced, and why they play a crucial role in delivering high-conviction, high-return opportunities — all while maintaining the trust’s commitment to liquidity and risk management.We’ll also hear about two real-world examples from the portfolio:📈 An activist play in US restaurant chain Portillo’s,💼 And a credit-focused opportunity involving Metro Bank’s bonds.Whether you're an experienced investor or just curious about how institutional-grade deals are put together, this episode offers valuable insights into how a blend of external managers, direct equities, and special investments creates a truly distinctive strategy.Listen on:Spotify - https://open.spotify.com/show/2vfaIsYhqcRejpjWNqYF6fApple Podcasts - https://podcasts.apple.com/gb/podcast/the-armchair-trader-podcast/id1454640070Amazon - https://music.amazon.co.uk/podcasts/68a66097-24d8-403e-a86f-70fab0d2d686/The-Armchair-Trader-PodcastSoundCloud - https://soundcloud.com/armchairtrader/Follow us:BlueSky - https://bsky.app/profile/thearmchairtrader.comLinkedin - https://www.linkedin.com/company/10429893 Instagram - https://www.instagram.com/armchairtraderFacebook - https://www.facebook.com/TheArmchairTrader00:00 Intro to Majedie Investment Trust02:47 What is a Special Investment?04:43 Criteria for selecting a new investment05:17 Activist campaigns: Portillo's09:34 Metro Bank bond investment14:01 What asset classes do you invest in?14:34 Network is everything15:33 Staying on top of liquidity17:45 Can these investments be accessed by retail investors?19:22 How unique is the Majedie trust's portfolio?
Following the Canadian election we catch up with Jordan Zinberg, President & CEO of Bedford Park Capital to discuss the tariff wars, trends in the Canadian market, three of Jordan's favourite small and mid cap stocks and his post-election wishlist.For more great investing ideas, news and insight, sign up to our FREE newsletter at www.thearmchairtrader.com/newsletter/For stock tips and deeper company analysis get a free trial of Armchair Trader Plus+ at www.thearmchairtrader.com/registerListen on:Spotify - https://open.spotify.com/show/2vfaIsYhqcRejpjWNqYF6fApple Podcasts - https://podcasts.apple.com/gb/podcast/the-armchair-trader-podcast/id1454640070Amazon - https://music.amazon.co.uk/podcasts/68a66097-24d8-403e-a86f-70fab0d2d686/The-Armchair-Trader-PodcastSoundCloud - https://soundcloud.com/armchairtrader/Follow us:BlueSky - https://bsky.app/profile/thearmchairtrader.comLinkedin - https://www.linkedin.com/company/10429893 Instagram - https://www.instagram.com/armchairtraderFacebook - https://www.facebook.com/TheArmchairTrader00:00 Intro to the Bedford Park Capital fund01:00 Why no resource bias to the fund?02:10 The fund's performance03:17 Canada's exposure to the US tariffs06:17 Protecting yourself from unpredictability07:28 Current trends in the Canadian market08:50 How can you handle volatility?10:11 IPO activity in Canada10:54 Is there a sector that Jordan favours?11:51 A post-election wishlist14:05 Jordan's favourite stocks19:33 Looking for dividend stocks21:44 High-quality family businesses in Canada24:16 Shareholder activism
On March 7, we tipped Tesla (TSLA) as a short opportunity when it was trading at $270, down sharply from its $488 post-election high. Since then, the stock has seesawed between $259 and $288, caught in a whirlwind of tariff uncertainty and market indecision.Now, following Tesla's latest earnings, we're diving deep into what’s really driving the stock:🔻 Why Tesla remains one of Wall Street’s most shorted stocks🔥 How vandalism, arson, and plummeting European sales are adding pressure💰 The role of regulatory credits in Tesla’s profitability📉 Is now the time to stay short or shift strategy?Join The Armchair Trader as we break down the numbers, sentiment, and strategies every investor should consider.
Stuart meets Richard Sennitt, fund manager of Schroder Oriental Income [LON:SOI] to discuss the Asia-Pacific outlook, how Asian companies pay dividends compared with US/UK firms, and what the future may hold for China and the greater region.For more great investing ideas, news and insight, sign up to our FREE newsletter at www.thearmchairtrader.com/newsletter/For stock tips and deeper company analysis get a free trial of Armchair Trader Plus+ at www.thearmchairtrader.com/registerListen on:Spotify - https://open.spotify.com/show/2vfaIsYhqcRejpjWNqYF6fApple Podcasts - https://podcasts.apple.com/gb/podcast/the-armchair-trader-podcast/id1454640070Amazon - https://music.amazon.co.uk/podcasts/68a66097-24d8-403e-a86f-70fab0d2d686/The-Armchair-Trader-PodcastSoundCloud - https://soundcloud.com/armchairtrader/Follow us:BlueSky - https://bsky.app/profile/thearmchairtrader.comLinkedin - https://www.linkedin.com/company/10429893 Instagram - https://www.instagram.com/armchairtraderFacebook - https://www.facebook.com/TheArmchairTrader00:00 Intro to Schroders Oriental Income investment trust04:21 How do Asian company dividends compare with US/UK?05:57 Outlook for yields in the region09:54 How does the trust beat the benchmark?12:30 Investment opportunities in financial services and technology18:03 Changes in the Asian and ASEAN markets20:55 Richard's view on China25:38 Future growth in Asia-Pacific27:44 How does Richard choose stocks for the fund?
With the financial markets taking a hit as Trump's 'Liberation Day' tarrifs take effect, The Armchair Trader team take a look at five stocks from the UK and Europe that have very little exposure to US tariffs.Here's a link to our Defence Stocks podcast with Aneeka Gupta of WisdomTree - https://www.youtube.com/watch?v=mCVP_65vAiAAs mentioned in the show here's a link to our Podcast with Mark Segal of Gaming Realms - https://www.youtube.com/watch?v=fGwb6IZpYkwYou can find further insight on these stocks, and many more through our Members content. Sign up for a free trial here - https://www.thearmchairtrader.com/register/Listen on:Spotify - https://open.spotify.com/show/2vfaIsYhqcRejpjWNqYF6fApple Podcasts - https://podcasts.apple.com/gb/podcast/the-armchair-trader-podcast/id1454640070Amazon - https://music.amazon.co.uk/podcasts/68a66097-24d8-403e-a86f-70fab0d2d686/The-Armchair-Trader-PodcastSoundCloud - https://soundcloud.com/armchairtrader/Follow us:BlueSky - https://bsky.app/profile/thearmchairtrader.comLinkedin - https://www.linkedin.com/company/10429893 Instagram - https://www.instagram.com/armchairtraderFacebook - https://www.facebook.com/TheArmchairTrader00:00 Trump's 'Liberation Day' tariffs01:56 Not the time to sell03:23 Babcock06:25 ME Group08:09 Implenia11:14 Volution Group12:43 Big reversal out of Magnificent 7 stocks13:20 Gaming Realms
In this podcast, host Stuart Fieldhouse speaks with Fenix Resources Executive Chairman, John Welborn.John talks about Fenix's simple mining extraction, transport logistics and port services. and their part in Western Australia exporting $60bn of iron ore to China. Stuart and John also discuss how iron ore prices have continued to perform well but given China's economic struggles, John gives his view on other areas that can sustain steel production going forward.John suggests that the market is irrationally pricing Fenix shares and suggests there could be a re-rate on the back of its production expansion.00:00 Intro to Fenix Resources02:23 The Iron Ridge Mine asset02:54 Western Australia and the global iron ore market04:17 Who's buying the iron ore?05:10 Fenix also has a logistics arm10:45 Other projects and the CZR takeover bid12:02 Fenix's financial performance13:08 The iron ore market this year16:36 Sustainability19:14 Future plans
On the podcast in this episode, host Stuart Fieldhouse chats with Aneeka Gupta, Director of Macroeconomic Research at WisdomTree about the health of the European Defence sector and how governmental spending is impacting on defence stocks.For more great investing ideas, news and insight, sign up to our FREE newsletter at www.thearmchairtrader.com/newsletter/For stock tips and deeper company analysis get a free trial of Armchair Trader Plus+ at www.thearmchairtrader.com/register00:00 What exactly is the Defence sector?02:04 Do European defence companies especially benefit from Trump's 'America First'05:24 Are current valuations justified?08:35 Are there overlooked companies in the European defence sector?10:24 Are US defence stocks the likely losers?12:58 ESG and Defence15:08 Cybersecurity companies now sit within the Defence sector16:31 The Asia-Pacific defence sector
India has been one of the hottest global markets for some time, outperfoming China. Podcast host Stuart Fieldhouse meets James Thom, co-manager of the abrdn New India Investment Trust [LON:ANII] to find out how he selects Indian stocks for his portfolio, how the economy will develop and if the Indian success story can continue.For more great investing ideas, news and insight, sign up to our FREE newsletter at www.thearmchairtrader.com/newsletter/For stock tips and deeper company analysis get a free trial of Armchair Trader Plus+ at www.thearmchairtrader.com/register00:00 Intro to the abrdn New India Investment Trust01:40 Why should investors look at India?03:40 Is India's growth sustainable?06:16 The importance of India's rural economy09:10 The hot India IPO market11:34 Which sectors look the best right now?14:44 How do you select Indian stocks?17:03 Star fund managers vs a team-based approach
There has been a lot of talk about the blockchain and how much of a game-changer it is going to be in the technology space, affecting all our lives. But what is blockchain, and how do investors access those growth dynamics?In this podcast, host Stuart Fieldhouse chats to Blake Heimann, senior associate for quantitative research at WisdomTree, about the current trends and innovations in blockchain.On the podcast we discuss how WisdomTree accesses the blockchain sector in an ETF wrapper and what the long-term regulatory and scalability issues are for the sector. Also in focus are security issues and the importance of the management teams behind successful blockchain projects.We also get a chance to chat about volatility risks within blockchain and the wider sectors which stand to benefit the most from blockchain disruption.For more great investing ideas, news and insight, sign up to our FREE newsletter at www.thearmchairtrader.com/newsletter/For stock tips and deeper company analysis get a free trial of Armchair Trader Plus+ at www.thearmchairtrader.com/register00:00 Intro to investing in Blockchain03:35 Blockchain trends and innovations08:47 How can you evaluate a blockchain project?16:02 The SEC and other regulators23:02 Is security still an issue for large blockchain projects?26:01 Looking at the management teams29:19 Volatility risks33:51 Sectors set to benefit from blockchain
Host Stuart Fieldhouse meets Steve Kesler, Executive Chairman of CleanTech Lithium [LON:CTL] to discuss the growth in global lithium demand from battery storage, the company's Chilean projects and the new share offer for investors.For more investing ideas, news and insight, sign up to our FREE newsletter at www.thearmchairtrader.com/newsletter/If you enjoy the podcast, like and subscribe for more great content.Listen on:Spotify - https://open.spotify.com/show/2vfaIsYhqcRejpjWNqYF6fApple podcast - https://podcasts.apple.com/gb/podcast/the-armchair-trader-podcast/id1454640070Amazon - https://music.amazon.co.uk/podcasts/68a66097-24d8-403e-a86f-70fab0d2d686/The-Armchair-Trader-PodcastSoundcloud - https://soundcloud.com/armchairtrader/Follow us:X - twitter.com/armchairtweets Linkedin - www.linkedin.com/company/10429893 Instagram - www.instagram.com/armchairtraderFacebook - www.facebook.com/TheArmchairTrader00:00 Intro to CleanTech Lithium01:29 An update on the Laguna Verde project03:30 What sets apart the company's Chilean projects?04:42 Green lithium06:16 Near-term milestones and the ASX listing08:44 New share offer for retail investors10:36 Why is now a good time to look at CleanTech Lithium?11:38 The lithium market14:18 US tariffs and China export restrictions18:23 Main markets for CTL's product20:03 Growing demand from battery storage projects
Host Stuart Fieldhouse meets Ross Driver of Foresight Solar Fund [LON:FSFL] which invests in UK and global solar energy projects. They discuss the kinds of assets managed by the fund, battery storage infrastructure, and planning restrictions.The fund balances the twin objectives of growth and income - how does it do that, and how important are electricity prices to the fund's performance?For more great investing ideas, news and insight, sign up to our FREE newsletter at www.thearmchairtrader.com/newsletter/For stock tips and deeper company analysis get a free trial of Armchair Trader Plus+ at www.thearmchairtrader.com/register00:00 Intro to Foresight Solar Fund02:59 What does a typical asset in the fund look like?04:46 Balancing both income and growth objectives10:41 Selling on assets12:24 Battery storage infrastructure investment15:04 Planning restrictions on solar farms17:29 Government support20:00 How much will solar contribute to UK power needs in ten years' time?22:39 Constraints on the growth of solar25:47 How important are electricity prices to the fund's performance?33:09 Strategy outside the UK36:08 Measuring the social value of the fund
In this episode, host Stuart Fieldhouse speaks with Chris Doornbos of E3 Lithium about demand for lithium, how direct lithium extraction works, using Alberta's legacy of oil drilling knowledge and infrastructure, and why E3 makes such an attractive case for a strategic partner.Watch the video of the interview on our YouTube channel.www.youtube.com/@armchairtraderFor more investing ideas, news and insight, sign up to our FREE newsletter at www.thearmchairtrader.com/newsletter/If you enjoy the podcast, like and subscribe for more great content.Listen on:Spotify - https://open.spotify.com/show/2vfaIsYhqcRejpjWNqYF6fApple podcast - https://podcasts.apple.com/gb/podcast/the-armchair-trader-podcast/id1454640070Amazon - https://music.amazon.co.uk/podcasts/68a66097-24d8-403e-a86f-70fab0d2d686/The-Armchair-Trader-Podcast?ref=dm_wcp_pp_link_pr_sSoundcloud - https://soundcloud.com/armchairtrader/Follow us:X - twitter.com/armchairtweets Linkedin - www.linkedin.com/company/10429893 Instagram - www.instagram.com/armchairtraderFacebook - www.facebook.com/TheArmchairTrader00:00 Intro to E3 Lithium and extracting lithium02:29 Progress with the direct extraction project03:50 A miner going vertical - using local knowledge and infrastructure06:47 Exploiting legacy oil drilling data07:48 Future plans: lithium carbonate and funding10:00 What's so special about Alberta's lithium brine?12:18 Company financials: cash in bank, federal grants15:10 The urgency to onshore lithium production in Canada18:20 Demand for lithium in North America21:10 M&A in the lithium sector, and plans for E3 Lithium25:07 The ideal strategic partner
Host Stuart Fieldhouse speaks with Gavin Ferrar of London-listed Central Asia Metals [LON:CAML] about CAML's mining projects in Kazakhstan and Macedonia. How do tailings projects work, how is sustainability managed and what are CAML's future growth plans.For more investing ideas, news and insight, sign up to our FREE newsletter at https://www.thearmchairtrader.com/newsletter/If you enjoy the podcast, like and subscribe for more great content.Listen on:Spotify - https://open.spotify.com/show/2vfaIsYhqcRejpjWNqYF6fApple podcast - https://podcasts.apple.com/gb/podcast/the-armchair-trader-podcast/id1454640070Amazon - https://music.amazon.co.uk/podcasts/68a66097-24d8-403e-a86f-70fab0d2d686/The-Armchair-Trader-Podcast?ref=dm_wcp_pp_link_pr_sSoundcloud - https://soundcloud.com/armchairtrader/Follow us:BlueSky - https://bsky.app/profile/thearmchairtrader.comLinkedin - https://www.linkedin.com/company/10429893 Instagram - https://www.instagram.com/armchairtraderFacebook - https://www.facebook.com/TheArmchairTrader00:00 Overview of Central Asia Metals PLC01:21 Financial performance of CAML01:39 Kounrad copper mine in Kazakhstan02:57 Profitability of CAML's operations04:20 What are tailings and how much do CAML own?06:14 Demand for copper and the role of tailings projects07:51 CAML's Sasa project in Macedonia09:32 Future projects and growth strategy12:05 Keeping costs down with solar power13:18 Sustainability of the mining industry
In the episode of the podcast, host Stuart Fieldhouse speaks with Ross Allister of Peel Hunt about the state of the mining sector in the UK, the difficulties that junior miners can face accessing capital and where investors might look for growth areas, whether lithium, hydrogen, silver or otherwise.You can watch the video of the interview on our YouTube channel.www.youtube.com/@armchairtraderFor more investing ideas, news and insight, sign up to our FREE newsletter at www.thearmchairtrader.com/newsletter/If you enjoy the podcast, like and subscribe for more great content.Listen on:Spotify - https://open.spotify.com/show/2vfaIsYhqcRejpjWNqYF6fApple podcast - https://podcasts.apple.com/gb/podcast/the-armchair-trader-podcast/id1454640070Amazon - https://music.amazon.co.uk/podcasts/68a66097-24d8-403e-a86f-70fab0d2d686/The-Armchair-Trader-Podcast?ref=dm_wcp_pp_link_pr_sSoundcloud - https://soundcloud.com/armchairtrader/Follow us:X - twitter.com/armchairtweets Linkedin - www.linkedin.com/company/10429893 Instagram - www.instagram.com/armchairtraderFacebook - www.facebook.com/TheArmchairTrader00:00 Intro to the Resourcing Tomorrow @resourcing-tomorrow conference01:27 The state of the UK junior mining sector06:00 What can be done to make London more attractive for miners?07:48 Mining and ESG09:36 Hot areas of the mining market12:13 Junior miners market sentiment and availability of capital15:08 Importance of retail investors to the mining sector16:25 Advice for mining companies thinking of listing in London18:49 2025 forecast
Host Stuart Fieldhouse meets Martin Connaghan, co-manager of the Murray International Trust. Murray International, listed in London and acquired by abrdn in 2001, is regarded as a sector leader in terms of the dividend yield it is able to deliver to investors.But how does a fund manager go about achieving such great results? Stuart talks to Martin about his allocation to emerging markets and how that fits into the Murray International strategy, and in particular about the red hot Asia tech stock sector.Stuart and Martin also chat about the fund’s overall strategy and some recent new additions to the portfolio. How do the managers make the case of buying a new position for the fund? Martin also explains how the managers have designed the defensive characteristics of the portfolio, and what this means in practice.For more great investing ideas, news and insight, sign up to our FREE newsletter at www.thearmchairtrader.com/newsletter/For stock tips and deeper company analysis get a free trial of Armchair Trader Plus+ at www.thearmchairtrader.com/register00:00 Intro to the Murray International Trust02:21 What the trust invests in03:51 When companies suspend dividends06:11 Secret to a great dividend yield08:17 Emerging markets allocation11:32 Asia Pacific tech sector growth14:26 Are Asian stocks consistent dividend payers vs Europe/US stocks?16:55 Adding Mercedes-Benz to the portfolio19:49 Macroeconomic factors in stock selection22:24 Why is the trust rated as defensive?
In this brief episode, host Stuart Fieldhouse speaks with Dan Blondal of Nano One Materials about China's new trade restrictions on LFP (Lithium-Iron-Phosphate).This move may well impact Nano One positively, since China supplies 99% of the world's LFP market, and Nano One is one of the few ex-China manufacturers.For more great investing ideas, news and insight, sign up to our FREE newsletter at www.thearmchairtrader.com/newsletter/For stock tips and deeper company analysis get a free trial of Armchair Trader Plus+ at www.thearmchairtrader.com/register00:00 The new China trade restrictions on LFP01:51 How much of a lead do China have in the LFP and battery space?02:49 How important is this battery technology?05:10 Implications for Nano One07:42 Scaling Nano One's technology to meet demand09:45 LFP is coming!
We kick off the new year with host Stuart Fieldhouse talking to Gary Robinson, a partner at Baillie Gifford and the manager of the Baillie Gifford US Growth Trust [LON;USA], a FTSE 250 constituent. It seems like a timely discussion with so much focus on the US market at the moment. and with hedge fund Saba Capital seeking to take control of the trust's board.On the podcast we chat about the investment trust's strategy and especially its exposure to unlisted companies. We look at how the trust optimises its exposure to the US tech sector and whether the Mag 7 stocks are distracting tech investors from other opportunities. Gary also gives us his views on how to spot the next big technology success story.It's not all tech though: we also had time to look at the US healthcare sector and of course the likely impact of Donald Trump on the US stock market.Listeners should be aware that the podcast was recorded prior to Saba Capital's announcement on 18 December in which it said it would seek governance changes at seven listed trusts.For more great investing ideas, news and insight, sign up to our FREE newsletter at www.thearmchairtrader.com/newsletter/For stock tips and deeper company analysis get a free trial of Armchair Trader Plus+ at www.thearmchairtrader.com/register00:00 Intro to the Baillie Gifford US Growth Trust03:18 Private companies in the portfolio06:21 Why large tech companies decide not to IPO08:12 The Mag7 stocks10:40 Findind the next Amazon or Nvidia14:14 Corporate culture and visionary management teams16:33 Healthcare sector holdings19:04 Will the new presidency be good for US growth stocks?21:38 Gary's two favourite stocks
This week, Host Stuart Fieldhouse meets Yoojeong Oh, Investment Director of the abrdn Asian Income Fund. Stuart and Yoojeong discuss company dividends, the break-up of the chaebol conglomerates in South Korea, being underweight India and China and Yoojeong's favourites favourite stocks within the trust's portfolio.For more great investing ideas, news and insight, sign up to our FREE newsletter at www.thearmchairtrader.com/newsletter/If you enjoy the podcast, like and subscribe for more great content.00:00 Intro to the abrdn Asian Income Fund02:36 Dividends in Asia during Covid04:01 Are there any restrictions on where the trust can invest in Asia?04:57 Effect of Trump 2.0 on Asian markets07:21 China's struggling economy - a good buying opportunity?10:59 Which economies will do well in 2025?12:52 Is India running too hot?16:26 Pressure on companies to pay more dividends18:17 What's to like about Australia?20:27 Are Asia Pacific companies becoming more proactive in talking to shareholders?25:43 South Korea and the break-up of the chaebols30:41 Yoojeong's favourite companies in the abrdn Asian Income Fund portfolio
In this episode, host Stuart Fieldhouse meets Thomas Moore, Investment Director for the abrdn Equity Income Trust [LON:AEI]. They discuss the balance between yield and capital growth, hunting for cheap stocks and how the UK budget, interest rates and inflation affect the fund manager's decision-making.For more great investing ideas, news and insight, sign up to our FREE newsletter at www.thearmchairtrader.com/newsletter/For stock tips and deeper company analysis get a free trial of Armchair Trader Plus+ at www.thearmchairtrader.com/registerIf you enjoy the podcast, like and subscribe for more great content.00:00 Intro to abrdn Equity Income Trust01:57 Balance between yield and capital growth05:00 Is the UK equity market undervalued vs other regions?08:48 Sector breakdown of the trust - why so many financial stocks?11:38 Active management - getting the yield12:39 Maximum holdings in any one stock13:40 Is the new Government positive for UK equities?17:24 Does the UK budget affect Thomas's decision-making?21:32 Inflation and interest rates dropping - is this good news?24:23 The ideal stock for Thomas's portfolio27:13 Imperial Brands - what does Thomas like about it?31:03 Small caps in the portfolio, e.g. Galliford Try
On this episode, host Stuart Fieldhouse speaks with Nitesh Shah of WisdomTree. Nitesh updates us on global Precious Metals markets, looking at key drivers of demand and bottlenecks in supply. Stuart and Nitesh focus in particular on the gold price, which has been hitting all-time highs over the last year.For more great investing ideas, news and insight, sign up to our FREE newsletter at www.thearmchairtrader.com/newsletter/For stock tips and deeper company analysis get a free trial of Armchair Trader Plus+ at www.thearmchairtrader.com/registerIf you enjoy the podcast, like and subscribe for more great content.00:00 Gold price drivers and sentiment04:23 Geopolitical risks for the gold market10:13 Central bank buying of gold15:39 Silver market update21:58 Platinum and palladium market update28:20 Trading other precious metals, e.g. Rhodium31:30 How much do ETFs themselves influence the metals markets?36:40 Seasonal demand for gold
Host Stuart Fieldhouse meets Zefiro Methane [CBOE:ZEFI] [ETR:Y6B] CFO Mohit Gupta to discuss the challenge of methane emissions, as many thousands of uncapped wells leak this harmful greenhouse gas into the atmosphere. They talk about US Government grants, generating carbon credits as a by-product and future plans for the business.For more great investing ideas, news and insight, sign up to our FREE newsletter at www.thearmchairtrader.com/newsletter/For stock tips and deeper company analysis get a free trial of Armchair Trader Plus+ at www.thearmchairtrader.com/registerIf you enjoy the podcast, like and subscribe for more great content.00:00 Intro to Zefiro03:18 Scale of the challenge with methane05:19 Why the focus on a small number of US states?07:36 The integration of Plants & Goodwin09:04 US Government cash10:39 Generating carbon credits13:38 How do carbon registries work?15:02 How is the company doing financially?16:46 About the management team18:03 Future plans24:24 Skepticism about carbon credits
Host Stuart Fieldhouse meets Peter Hewitt, fund manager of the CT Global Managed Portfolio Trust [LON:CMPI] on this episode. They discuss what Peter looks for in new stocks, to what extent discount levels present a buying opportunity, and why people who would otherwise invest in ETFs and Big Tech stocks should also consider investment trusts.For more great investing ideas, news and insight, sign up to our FREE newsletter at www.thearmchairtrader.com/newsletter/For stock tips and deeper company analysis get a free trial of Armchair Trader Plus+ at www.thearmchairtrader.com/registerIf you enjoy the podcast, like and subscribe for more great content.00:00 Introduction to the Global Managed Portfolio Trust09:23 What happens if the trust trades at a premium?11:03 A good trust for beginners?20:38 What do you look for in new additions?25:49 Are discount levels a buying opportunity?30:05 Why should ETF and Big Tech investors consider investment trusts?
Stuart Fieldhouse catches up with Dan Blondal, CEO of battery materials firm Nano One. Nano One is listed on the Toronto Venture Stock Exchange [TSX:NANO] and NASDAQ [NDQ:NNOMF].They discuss the new partnership with Worley Chemetics, and funding from the US Department of Defense. Dan provides details on his plans for the next 12-18 months.For more great investing ideas, news and insight, sign up to our FREE newsletter at www.thearmchairtrader.com/newsletter/If you enjoy the podcast, like and subscribe for more great content.00:00 Update on the Worley Chemetic partnership06:27 How does it contribute to the bottom line?07:39 Nano One and the US Department of Defense12:08 Canadian Government funding13:28 Income from sale of land15:33 Change of chairman18:33 Future plans
We meet Aneeka Gupta, Director of Macroeconomic Research at WisdomTree, to talk about the end of high inflation, why smallcaps are looking historically oversold, and the US, Indian, European and Japanese economies.For more great investing ideas, news and insight, sign up to our FREE newsletter at www.thearmchairtrader.com/newsletter/For stock tips and deeper company analysis get a free trial of Armchair Trader Plus+ at www.thearmchairtrader.com/registerIf you enjoy the podcast, like and subscribe for more great content.00:00 Is this the end of the current high-inflation cycle?02:41 Crowded house: concentration of trades in the Mag7 stocks05:08 Opportunities in oversold smallcaps07:51 US election affecting US stocks11:42 Emerging Markets getting more interest from investors17:31 India overheating and red hot IPOs21:48 Which European Equity sector look strongest?24:03 Drivers in the Japanese economy30:07 WisdomTree's view on gold
On this episode of the Investing, Markets and Money podcast, Stuart Fieldhouse chats with ARK Invest CEO Cathie Wood to talk about Active ETFs. Cathie talks about US index tracker funds, what Warren Buffett is going to do with all his cash, how investors can benefit from the Artificial Intelligence (AI) revolution, and more.If you enjoy the podcast, like and subscribe for more great content.00:00 Intro to ARK Invest and Cathie Wood04:26 Do index-tracking ETFs really reflect what's happening in the US stockmarket?11:51 Impact on US stocks of US election results14:27 Warren Buffett: "What are you gonna do with all of your cash?"20:26 Federal Reserve rate cuts and effect on US equities25:06 Artificial Intelligence: how can investors benefit28:21 The growth of Active ETFs
In this podcast, Stuart Fieldhouse chats with Dennis Higgs, President of Austin Gold Corp about their Stockade and Lone Mountain gold/silver projects. They also discuss the recent record highs in the gold price and what Austin Gold looks for in a great mining project.If you enjoy the podcast, like and subscribe for more great content.00:00 Intro to Austin Gold Corp03:56 The Stockade Mountain project06:59 Lone Mountain and the Carlin Trend09:20 The gold price and how it affects investor enthusiasm11:35 What Austin looks for in a new mining project12:21 Using historic mining data13:17 The US as a mining jurisdiction16:31 Austin Gold's financial situation
On the Investing Markets & Money podcast this week we host Dan Higgins, CIO at Marylebone Partners, to get some insights into the Majedie investment trust and Marylebone's approach to money management. Dan walks us through Majedie's multi-faced approach to investment management and how the trust has evolved since Marylebone began advising it.Find out more about Majedie at www.majedieinvestments.comDisclaimer: This podcast is for informational purposes, it is aimed at professional customers only and not intended for retail customers, this is not an invitation to invest, nor does it constitute investment advice. Investments and the income from them can go down as well as up and is not guaranteed at any time.For more great investing ideas, news and insight, sign up to our FREE newsletter at www.thearmchairtrader.com/newsletter/For stock tips and deeper company analysis get a free trial of Armchair Trader Plus+ at www.thearmchairtrader.com/registerIf you enjoy the podcast, like and subscribe for more great content.00:00 Introduction to Marylebone Partners and Majedie Investments03:37 What is a "liquid endowment approach"?06:11 What sort of fund managers do you invest with?10:30 Why has it been hard for retail investors to get access to these sorts of opportunities?13:23 How do you manage risk in the portfolio including liquidity risk?20:02 What sort of companies do you invest in directly, and why blend this with a fund of funds approach?23:09 What does the special investment category of the trust cover?31:35 Since you took over advising Majedie, Marylebone has been implementing your own strategy, but this obviously takes time. It seems to be bearing fruit as the discount on the trust has narrowed. Can you explain a bit about the process and the time horizon required?36:44 Why should investors look into Majedie?
We meet Rob Peterman, Chief Commercial Officer at the Toronto Stock Exchange, to look at the newly released TSX30 list of top-performing Canadian companies.For more great investing ideas, news and insight, sign up to our FREE newsletter at www.thearmchairtrader.com/newsletter/For stock tips and deeper company analysis get a free trial of Armchair Trader Plus+ at www.thearmchairtrader.com/registerIf you enjoy the podcast, like and subscribe for more great content.00:00 What is the TSX30?03:04 The sectors dominating 2024's TSX3005:20 Trends to be seen in this year's TSX3009:33 What can we learn from the dividend picture of the TSX 30 components this year, compared with when the list was first launched?11:28 How are leading Canadian companies using and raising capital?13:12 Which companies are consistently in the TSX30, and why?15:06 What does the TSX30 tells us about Canadian and global markets?17:32 What does the TSX30 tell non-Canadian investors about the Canadian stock market?19:40 Find out more about the TSX30
This week Stuart Fieldhouse meets Ryan Lightfoot-Aminoff, Investment Trust Analyst at Kepler Partners. On the episode they discuss how different trust managers handle the concentration risk of investing in Magnificent Seven stocks such as Apple and Nvidia, good reasons why trusts have discounts and the advantages of trusts over ETFs.For more great investing ideas, news and insight, sign up to our FREE newsletter at www.thearmchairtrader.com/newsletter/For stock tips and deeper company analysis get a free trial of Armchair Trader Plus+ at www.thearmchairtrader.com/registerIf you enjoy the podcast, like and subscribe for more great content.00:35 Intro to Kepler01:22 What is an investment trust's discount?02:08 The US market and election results05:11 Concentration risk in the Magnificent Seven stocks08:03 Managing portfolio risk with investment trusts11:11 Different reasons why investment trusts have discounts16:10 Mergers in the trust sector20:15 Why might it be easier to buy an existing trust rather than launch a new one?22:09 Advantages of Investment Trusts vs ETFs
Stuart Fieldhouse meets fund manager Jordan Zinberg of Bedford Park Capital. Jordan manages the fund's portfolio of around 20 Canadian smallcap companies and describes how he selects stocks. He also talks with Stuart about the Canadian smallcap market in general and the effect that short-selling is having on stocks.For more great investing ideas, news and insight, sign up to our FREE newsletter at www.thearmchairtrader.com/newsletter/For stock tips and deeper company analysis get a free trial of Armchair Trader Plus+ at www.thearmchairtrader.com/register00:00 Intro to Bedford Park Capital with Jordan Zinberg01:41 Portfolio concentration, and the Canadian smallcap market03:03 Overview of the Canadian equities markets vs the US market05:44 How does a smallcap manager add value?08:24 How Jordan picks his investments and generate alpha11:52 Red flags to avoid14:20 Jordan's top-performing stocks: Source Energy [TSX:SHLE]21:08 Jordan's top-performing stocks: Propel [TSX:PRL]23:33 Favoured sectors25:02 Geographical bias26:07 Short-selling in the Canadian market
This week on the Investing, Money & Markets podcast Stuart Fieldhouse talks to Mobeen Tahir, Director for Macroeconomics and Thematic Research at WisdomTree. Those who attended our Beyond the Channel investment event in London last year will have caught his excellent presentation on artificial intelligence.Stuart and Mobeen chat about three of the key drivers of the technology sector at the moment, namely artificial intelligence, the cloud and cyber security. Each sub-sector has its own interesting dynamics in store for investors, although artificial intelligence certainly seems to be stealing the show at the moment.NVIDIA aside, we discuss whether there are operational efficiencies in the AI value chain which could create opportunities for upstarts, how the cloud has changed in the last 15 years or so, and whether there is more to the cyber security sector than just the vanilla defence play.For more great investing ideas, news and insight, sign up to our FREE newsletter at www.thearmchairtrader.com/newsletter/For stock tips and deeper company analysis get a free trial of Armchair Trader Plus+ at www.thearmchairtrader.com/register00:00 How did the pandemic change the Technology sector?02:53 Nvidia hype, and the next Nvidia05:51 The AI value chain08:38 Ocado as an AI business10:30 Cloud companies as an investment theme13:20 How will the cloud computing sector develop over the next decade?16:24 Can David beat Goliath in the AI space?19:16 Cybersecurity: more than a defensive strategy23:17 Internet of Things: an opportunity for cybersec
Stuart Fieldhouse talks with Dan Blondal, CEO of battery materials firm Nano One. Nano One is listed on the Toronto Venture Stock Exchange [TSX:NANO] and NASDAQ [NDQ:NNOMF].It's been a big 12 months for Nano One with tie-ups in place with behemoths Sumitomo and Worley.For more great investing ideas, news and insight, sign up to our FREE newsletter at www.thearmchairtrader.com/newsletter/For stock tips and deeper company analysis get a free trial of Armchair Trader Plus+ at www.thearmchairtrader.com/register00:00 Intro to Nano One01:47 What kinds of batteries use Nano One's products?02:39 The investment by Sumitomo Metals Mining04:33 The Worley Chemetics connection11:49 Waste in the battery production chain14:40 Commercialisation plans for Lithium-ion materials19:43 Nano One's portfolio of IP and patents22:33 Can the West compete effectively with China in this space?24:41 Future plans and government funding
On the podcast with Stuart Fieldhouse for this episode we have Paul Major, Investment Manager of FTSE 250-listed, GBP700m Bellevue Healthcare Trust (LON:BBH).Stuart and Paul discuss the future of the healthcare sector in the UK, US and China, the use of Artificial Intelligence in healthcare, ESG and the expansion of private healthcare around the world.If you enjoy the podcast, make sure you subscribe to our channel to catch the latest episodes.For more great investing ideas, news and insight, sign up to our FREE newsletter at www.thearmchairtrader.com/newsletter/For stock tips and deeper company analysis get a free trial of Armchair Trader Plus+ at www.thearmchairtrader.com/register00:00 Intro to the Bellevue Healthcare Investment Trust03:57 The trust's share buybacks and gearing06:14 Upside of healthcare sector tech stocks11:12 Tapping into the expansion of private healthcare15:55 Why have healthcare companies been doing so well?23:15 How important is government funding to profitability?26:16 Healthcare in China and Asia29:40 Use of AI in healthcare37:00 The obesity epidemic45:20 ESG factors in the healthcare sector
Stuart Fieldhouse is joined for a Commodities update by regular guest Nitesh Shah, Head of Commodities & Macroeconomic Research at WisdomTree.Stuart and Nitesh cover Gold, Silver, Oil and Natural Gas, and two 'softs' - Cocoa and Coffee. What's affecting the price of coffee and will a future of changing weather patterns throw out established patterns in the commodity market?If you enjoy the podcast, make sure you subscribe.For our free newsletter and more on commodities and small-cap companies visit www.thearmchairtrader.com.00:00 Welcome back Nitesh Shah00:28 Gold05:33 Why are Central Banks loading up on gold?10:27 Silver13:44 Copper18:32 Cocoa and Coffee24:23 Commodity cycles and changing weather patterns28:24 Crude oil and Natural Gas32:22 Natural Gas and concentration risk35:58 Oil prices and geopolitical risk
Host Stuart Fieldhouse is joined on this podcast episode by Annabel Brodie-Smith of the Association of Investment Companies. Annabel explains the world of investment trusts for the complete beginner: what are investment trusts and why should you have them in your portfolio?We discuss the relationship between investment funds and the managers who make the investment decisions, and the sorts of markets and strategies investors can access using these listed vehicles. Annabel explains how investment trusts are priced and how the discount / premium equation works. Also on the podcast we look at why investment trusts own an advantage over open ended funds when it comes to illiquid assets like property and private equity, and why and how a trust board can fire its manager. We also briefly look at some of the excellent research tools available for investors on the AIC's own website00:00 What is an Investment Trust?02:38 How the board of directors and the fund manager interact05:18 What sorts of assets do trusts invest in?07:37 Who invest in trusts: retail investor, institutions and professionals08:46 ISA millionaires: putting investment trusts in ISAs and SIPPs09:50 Dividend Heroes: for income investors11:48 What are the Discount and the NAV?15:41 Accessing private equity and illiquid assets such as property17:44 Why are a few trusts restricted to "experienced" investors?20:55 How often do boards fire fund managers?22:54 Management fees24:21 Share buybacks25:35 Find out more on theaic.co.uk
Pierre Debru is back on the podcast to chat with host, Stuart Fieldhouse about the biggest market themes right now. Pierre talks about designing a portfolio with thematic ETFs while managing concentration risk.Pierre is the head of Quantitative Analysis and Multi-Asset Analysis at WisdomTree.00:00 What is Multi-Thematic investing?04:10 What themes have performed well lately?08:41 What is the appeal of this type of investing?10:51 How does WisdomTree designing these funds?15:49 Is the ETF sector overweight in some themes?16:29 How an investors build their own multi-thematic strategy?21:41 Managing risk in portfolios26:01 Concentration risk in the US stock market
This week, podcast host Stuart Fieldhouse chats to Steve Palmer of AlphaNorth Asset Management, a Canadian firm which runs a hedge fund focused on the small-cap end of the Canadian stock market.00:00 Intro to AlphaNorth Asset Management01:19 Biases in the Canadian small-cap market02:40 Steve's views on market sectors03:37 Focus on mining and oil stocks04:09 Are mining stocks cheap to buy right now?05:39 Predicting the next hot mining sector06:24 What to look for in a good small-cap investment07:32 Warrants08:47 IPOs and advice for companies looking for investors10:43 Private placements11:35 Optimism for the Canadian small-cap market13:55 Interesting sectors15:45 Company debt16:35 Are long track records important for small-caps?19:04 Stocks Steve likes20:20 PDAC Toronto22:48 Checking the other shareholders
Stuart Fieldhouse talks to Rob Peterman of the Toronto Stock Exchange to talk about the TSX Venture 50 list of companies. Many TSXV-listed companies are available for trading to investors outside Canada. The TSX Venture Exchange includes 1,600 firms and we learn how the exchange picks the best 50 stocks every year.00:00 Intro to the TSX Venture 5001:46 How are the constituents chosen?02:07 What does membership mean to companies?03:47 What drives trading volume?05:19 Any sector bias this year?08:16 Companies in the innovation sector10:20 Why consider TSX Venture 50 stocks?12:13 Differences between TSX Venture and the TSX15:13 How the TSX helps companies list
Manolo Zúñiga, President & CEO of PetroTal [LON:PTAL] joins Stuart on the podcast this week. We talk about the oil company's assets in Peru, how their remoteness affects development of the sites and the transport of the oil, minimising the environmental impact and future plans.00:00 Intro to PetroTal01:39 The oil industry in Peru04:31 PetroTal's assets: Block 95 and 10706:17 How has the site's remoteness affected development?10:12 The current drilling schedule13:26 How is the oil transported?15:49 What's been driving the PetroTal share price?17:33 Sustainability and the impact on the environment21:00 Future plans
Stuart Fieldhouse speaks with Kaleeg Hainsworth, CEO and Founder of Canada-listed Legible [CSE:READ] to discuss the business, it's tie-ups with the big five publishers and how it utilises AI to improve the customer experience.Kaleeg talks about upcoming plans which includes exciting developments in the automotive industry and the businesses key social mission which centres around accessibility, sustainability and literacy.00:00 Introduction to Legible [CSE:READ]02:14 Legible vs. Audible05:40 Tie-ups with book publishers07:50 How does Legible use AI?13:05 Celebrity book launches, including Christina Ferrari cookbooks16:58 Installing Legible in cars24:06 Legible's social mission29:49 Future plans
Chris Ganatti, Global Head of Research at WisdomTree, is back on the show. Stuart and Chris look at how January's approval by the SEC of Bitcoin ETFs may change the crypto market.00:00 Why was the approval of Bitcoin ETFs by the SEC so important?03:31 Why did the BTC price move as it did?06:34 What's so different about these new products?08:55 Is this a major milestone in the adoption of crypto?10:50 How do these BTCETFs compare with other routes into crypto?12:58 Effect on institutional investors 14:54 Demand for non-BTC ETFs16:54 How the European market may be affected18:48 About Bitcoin halving
In our first episode of the new season, Stuart Fieldhouse chats to Giga Metals [TSXV:GIGA] CEO & Chairman Mark Jarvis.They discuss the Giga Metals nickel resources in Canada, where the demand is coming from and how the US Inflation Reduction Act may affect the market for this strategic metal.00:00 Intro to Giga Metals01:22 Who are the biggest consumers of Nickel?03:53 Giga Metals nickel resources in Canada05:26 Has the market underestimated the opportunity?07:23 Timeline of development and investment10:40 The joint venture with Mitsubishi Metals15:16 ESG and sustainable mining20:04 Car manufacturers getting involved with mining23:07 Governments securing supplies of strategic metals26:46 Priorities for 2024
We meet Didar Bekbauov, co-founder of Bitcoin mining company Xive. Originally based in Kazakhstan, Xive has since moved much of its operations to Texas for the more favourable environment there. We talk about the next Bitcoin halving event, cheap vs green energy and the approval of Bitcoin ETFs.Get our free weekly newsletter with stock tips and insight at www.thearmchairtrader.com00:00 Intro to Xive01:53 Challenges of Kazakhstan energy infrastructure02:59 Effect of China's mining ban04:09 Relocating to Texas05:28 How much BTC are Xive mining?06:15 How can investors get involved?07:26 Uptime in Kazakhstan vs Texas08:49 Rationalisation in US Bitcoin mining, pre-halving10:21 The next halving event15:53 Cheap vs Green electricity20:02 Approval of Bitcoin ETFs23:50 More details on Xive.com
Pierre Debru is Head of Quantative Analysis and Multi-Asset Analysis at WisdomTree. We talk about potential advantages of ETFs over direct stock investment, designing a resilient investment strategy and how to find quality in small, medium and large caps.Click to subscribe and get our free weekly news roundup at www.thearmchairtrader.com00:00 ETFs vs investing directly into shares01:50 Are people overweight tech stocks?05:20 How do you design a dividend stock index?08:44 Designing a resilient strategy14:01 Finding quality in small, medium and large caps15:15 Advantages of ETFs vs stocks: leverage and diversification18:15 A potential strategy for the next 6 months
We look at a way to access the best traders on the planet with Lane Clark of The Portfolio Platform.Where is your money invested and how far can you trust the expert traders?Get our free weekly newsletter with stock tips and insight at www.thearmchairtrader.com00:00 Intro to TPP - The Portfolio Platform05:25 How do you choose and monitor expert traders?14:36 What sort of investors use TPP?16:10 Scaling up the business globally17:25 Risks19:06 How much money are clients investing?20:44 Capacity issues22:39 Why take on risk in a cautious environment?24:13 More information at tppglobal.io
We meet Alasdair Haynes, CEO of Aquis, which is best known for running the Aquis Stock Exchange in the UK. We look at why London needs another exchange and why investors should look at Aquis-listed stocks.Click to subscribe or get our free weekly news roundup at www.thearmchairtrader.com00:00 Intro to Aquis01:45 Why does London need another exchange?03:16 Why should investors look at Aquis Exchange plc and Aquis-listed companies07:15 What else does Aquis do aside from run the exchange?10:05 Aquis company results comment13:36 Beyond London, into Europe15:05 Recent changes to trading rules18:01 The UK's IPO drought
This week we talk about the AI sector. We're joined by Chris Ganatti, WisdomTree's Global Head of Research, to look at the top AI stocks, what to look out for in the AI market and how you can actually invest in AI.Get our free weekly newsletter with stock tips and insight at www.thearmchairtrader.com00:00 Is AI overhyped?02:47 Why did ChatGPT get people excited?05:54 Beyond Nvidia, the top 3 AI stocks: Microsoft, Tesla, Cadence, Synopsys08:25 Who has the best AI tech right now?09:52 How much will the AI market be worth by 2030?12:05 Comparing AI to the 19th Century railway revolution14:11 What will drive value in the AI sector?16:49 Risks and losers20:27 Hysterical headlines and government intervention23:48 How do I actually invest in AI?
Trading coach Alex Ong is running a masterclass at the IX Investor Show London, 24 November 2023. We talk with him and event organiser Simon Campbell about starting your journey in active trading, common rookie mistakes and advice for people thinking of trading more.Get the Armchair Trader's free weekly newsletter of tips and market insight at www.thearmchairtrader.comFind Alex at tradethemarket.co.uk or visit him in person at the IX Investor Show: www.ixinvestorshow.com/alex-ong-masterclass/00:00 Intro to Alex Ong03:01 Who should consider active trading?05:29 How important is education or a mentor?09:13 The most common trading mistakes12:15 Should beginner traders start with Forex?16:23 Advice to people who would like to start trading more24:56 Alex's masterclass at the IX Show
This week we welcome back onto the podcast Nitesh Shah, Head of Commodities Research at WisdomTree.We get straight down to the nuts and bolts of the commodities markets, looking at recent trends in demand and factors that will affect future prices.Get the Armchair Trader's free weekly newsletter of tips and market insight at www.thearmchairtrader.comFind out more about WisdomTree's fund range at @WisdomTreeInvestments00:00 Oil09:28 Gold13:54 Silver15:22 Natural gas22:25 Wheat and corn25:49 Cocoa28:58 Industrial metals: copper, nickel, lithium, cobalt
George Ensor of River & Mercantile joins us this week to talk Micro Caps.George is manager of R&M's UK Micro Cap investment trust [LON:RMMC] and talks us through how to identify investment opportunities amongst micro cap companies, which are companies around £20-100m in size.Get our free weekly newsletter at www.thearmchairtrader.com and find out more about R&M on YouTube 00:00 Intro to the R&M Micro Cap Fund01:40 Benefits of being an investment trust03:14 What is a micro cap company?08:07 What happens when a company grows beyond micro cap?10:14 Are these micro caps covered by analysts?11:35 What value opportunities do you see?15:05 Managing risk in illiquid stocks19:06 Debt20:40 Impact of Brexit23:05 What will improve UK investor sentiment?24:50 George's favourite micro cap stocks35:28 Mining stocks
This week we are joined by Alex Holmes, COO of Canadian battery metal firm Nano One (TSX:NANO).Nano One recently announced a tie-up with Sumitomo Metal Mining of Japan, so we look at what this means for the business and their scale-up plans.We publish regular stories about companies we like the look of at www.thearmchairtrader.com00:00 Intro to Nano One02:32 Strategic asset in North America04:12 The Sumitomo Metal Mining tie-up07:00 How Nano One and Sumitomo can collaborate08:40 The sustainability of production10:11 Does the deal open new opportunities in Asia?11:22 The Candiac scale-up in Quebec15:33 The impact of the US Inflation Reduction Act18:00 Scaling up further to meet demand20:34 Trend in global demand for lithium batteries24:11 Energy grid storage25:07 Future plans
Scott Kyle and Patrick Fischer are co-authors of The Compound Code, and join us to talk about trading and investing strategy. This is a real treat for stockmarket investors and traders with a lot of great advice.We cover the joys of compounding, dividend-paying ETFs, top tips for new investors, covered calls and managing risk.You can buy their 5-star rated book The Compound Code here on Amazon:https://www.amazon.com/Compound-Code-Expert-Trading-Options/dp/164184898700:00 Intro to The Compound Code01:37 What is compounding?04:02 Cyclical characteristics to dividend payers06:22 Fixed income securities / bonds09:08 Dividend-paying ETFs12:32 Top tips for new investors17:00 Short trading: why, when... and puts24:44 What are covered calls?28:44 Why don't more people use them?30:06 Choosing good companies for covered calls34:26 How to manage risk in a portfolio
Timo Lehes and Philipp Pieper of Swarm join us to talk about tokenisation and the coming revolution that may see the end of traditional brokers and even stockmarkets.In 2023 Swarm launched tokenised stocks backed 100% by real equities. Find out more about them at swarm.comClick to subscribe or visit us at www.thearmchairtrader.com00:00 Intro to Swarm02:25 What is tokenisation?04:48 How the market has matured06:50 Regulatory progress08:16 Why tokenise shares and bonds?12:06 Trading without a broker15:21 Will stockmarkets be replaced?16:41 Risks for investors19:13 Who's buying and selling tokens?22:11 Which countries lead this area?25:08 Tokenising illiquid assets with Swarm26:54 How to invest
It's our end of season wrap so join the editorial team to hear about the companies they think are well-positioned for the rest of the year.
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MAN Group #EMG www.thearmchairtrader.com/tag/man-group-share-price/
Aston Martin Lagonda #AML www.thearmchairtrader.com/tag/aston-martin-share-price/
Carnival #CCL www.thearmchairtrader.com/tag/carnival-share-price/
Cineworld #CINE www.thearmchairtrader.com/tag/cineworld-share-price/
Duke Royalty #DUKE www.thearmchairtrader.com/tag/duke-royalty-share-price/
Hollywood Bowl #BOWL www.thearmchairtrader.com/tag/hollywood-bowl-share-price/
Klimat X $KLX www.thearmchairtrader.com/tag/klimat-x-developments-share-price/
Microsoft $MSFT www.thearmchairtrader.com/tag/microsoft-share-price/
ProStar $MAPS www.thearmchairtrader.com/tag/prostar-share-price/
Quadrise Fuels #QFI www.thearmchairtrader.com/tag/quadrise-fuels-share-price/
Zanaga Iron Ore #ZIOC www.thearmchairtrader.com/tag/zanaga-iron-ore-share-price/
00:00 Welcome to the end of season wrap 00:49 #EMG Stuart's large-cap pick is MAN Group 03:53 $MSFT Michael likes Microsoft 06:32 #CINE John on Cineworld 15:23 #CCL Carnival 16:00 #BOWL Hollywood Bowl 16:35 #IGC Stuart on the India Capital Growth Fund 24:52 #AML Michael likes his Aston Martins 27:47 #QFI John fills us in on Quadrise Fuels 31:43 $KLX Stuart's draws a (re)wildcard: Klimat X 35:17 $MAPS Stuart's second wildcard is ProStar 38:26 #DUKE Michael's wildcard stock is Duke Royalty 40:48 #ZIOC John draws Zanaga Iron Ore 47:16 Final thoughts
Dr James Tansey, CEO and founder of Klimat X joins us to discuss carbon credit projects and how his company validates projects and gives investors confidence that the projects are doing what they say they are. We talk about how carbon credits work, where projects are based and how they are being monitored.
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00:00 Intro to Klimat X 02:21 What are carbon credits? 04:08 What drew CEO James Tansey into this area of climate investment? 05:59 Carbon credits frequently get rubbished in the European press - is that fair? 08:33 How do the projects function in practice? 10:52 How scaleable are these projects? 12:41 Why does this appeal so much to Fortune 500 companies? 14:23 What is the "de-risking" of a project? 16:07 Verifying that a project is doing what it says it is 16:59 What are the ingredients for a successful project? 17:52 Which countries do Klimat X you favour, and why? 19:38 How do you see the market evolving for carbon credits? Why should investors be looking more closely at carbon credit schemes? 23:13 Future plans
We meet Jason Brewer, CEO of Marula Mining. Marula has a range of mining projects across Africa, including graphite, copper, lithium, rare earths and phosphates. How does Jason develop these projects rapidly and what are Marula's plans for the future?
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00:00 Intro to Marula Mining 01:24 Marula's lithium project at Blesberg 03:35 Rare earth and phosphates at Nkombwa Hill, Copper at Kinusi 04:56 Graphite at Bagamoyo and Nyorinyori 06:39 Development/drilling plans for 2023 2H 09:35 Why such a diverse range of projects? 12:14 Was the focus always going to be on battery materials? 14:43 Rapid development of new projects 18:27 Huge predicted shortfall in supply for battery materials 22:23 Are you still looking for further projects? 25:53 How important are the partnerships being leveraged to Marula's growth? 31:48 Not your ordinary mining company
This week we meet Stephen Yiu, CIO and Managing Partner of the Blue Whale Growth Fund. We discuss the rise of AI, have FAANG stocks had their day, and how Blue Whale's bottom-up approach to investing works.
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00:00 Intro to the Blue Whale Growth Fund 01:07 Stephen's career background 01:55 The shift in the market and how investor habits should change 05:28 What characteristics of companies does Stephen look for when stockpicking? 08:22 What is it about Microsoft that keeps it in the Blue Whale portfolio? 11:00 The technology sector and why the FAANGs are less attractive 13:38 Is the AI story overhyped? 18:45 How do you account for geopolitical risks in a global portfolio? 25:14 Applying ESG considerations to investments
We meet Bas Kooijman, CEO of DHF Capital, to discuss the increasing use of Artificial Intelligence for investment decisions.Sign up for free alerts on market movers at www.thearmchairtrader.com00:00 Intro to DHF Capital01:08 How to allocate your investments between types of asset03:15 Why gold is one of the most interesting asset classes at the moment04:50 Why is diversification important?06:46 Currency risks and protecting your investments09:05 Factors that will influence financial markets this year10:48 The rise of AI investment tools14:00 The volatility risks from new technology15:39 Regulation may be needed17:53 Which markets will be most affected by AI trading?18:42 Impact of AI on the wider economy
We welcome back Commodities expert Nitesh Shah of WisdomTree onto the podcast this week to talk about gold and silver. We compare investing in gold ETFs with physical ownership of precious metals, the impact of solar farms on the silver price and why diversifying into bullion can be a sensible strategy.Get free alerts on commodities news at www.thearmchairtrader.com00:00 Intro to WisdomTree and their commodity-based exchange traded products01:47 The attraction of investing in gold and silver08:55 Are central banks buying gold?14:47 How does buying physical gold compare with buying a gold ETF?19:40 Responsibly-sourced gold23:51 What's driving the silver price?27:54 Industrial and solar demand for silver34:00 The disconnect between retail and institutional investment in silver36:41 Difference between ETFs and ETPs
We meet Mark Segal, CEO of the company behind Slingo: Gaming Realms. We talk about the growth in popularity of their online gaming products around the world and what the future holds, including licensing of Space Invaders and Tetris for new games.Sign up for free alerts on market movers at www.thearmchairtrader.com00:00 Intro to Gaming Realms01:46 More about Slingo and onlione casinos03:22 How easy is Slingo's IP to defend?05:07 How does this compare with video game development?07:01 Opening up of the US market to online gaming10:25 How important is US revenue to the company?12:03 Expansion plans around the world13:16 How do gaming companies perform during economic downturns?16:16 What are the main changes in the gaming sector that investors should know about?18:21 How does regulation help?19:20 How important is Asia as a region?20:07 Licensing for Tetris and Space Invaders21:15 Partnership with EveryMatrix22:11 Plans for the future
We meet market expert Patrick Munnelly of Tickmill to talk about the FTSE-100 index of shares. What does it represent, what factors affect the price, how has it performed historically and are there any trading tactics for beginner traders.Get free alerts on market movers at www.thearmchairtrader.com00:00 What is the FTSE 100 - how is it composed and calculated?03:07 What sectors represent it?05:00 How has it performed historically?08:48 Why is it a good index to start with for early stage traders? Why not trade S&P 500?12:16 Why is the FTSE not a good way to replicate UK economic performance?14:48 Why and how does the FTSE get rebalanced? Are there any trading tactics that work around the FTSE specifically - e.g. long stocks that are likely to be promoted from the FTSE 250?18:25 Are ETFs tracking the index becoming more influential on prices?20:12 How do currency markets affect the FTSE?
This week we meet Trevor Carvey, CEO of Conduit Re, a listed reinsurance company based in Bermuda. We cover what reinsurance is, the global risks affecting such companies and what investors should look for before investing in a reinsurer.Get free alerts on market movers at www.thearmchairtrader.com00:00 Intro to Conduit; what is re-insurance?02:01 How re-insurance works03:51 Examples of risks that Conduit help lay off05:47 Conduit's global coverage07:51 Why list the company on the stockmarket?09:48 What should investors look for when investing in a reinsurer?12:48 Company overheads14:26 Advantages of listed reinsurance companies16:58 Impact of the Russia/Ukraine conflict20:00 How is Conduit positioned in 2023?22:32 Why are policy prices increasing?24:01 What is the reinsurance sector's position on global risks such as climate change?
Jason Reid, CEO of Fortitude Gold [OTCQB:FTCO] discusses progress on their Nevada gold mining projects with Stuart. Unusually for a junior gold miner FTCO is a high yield generator for investors and does not look to dilute its shares to fund new projects. How does it do this while still maintaining an attractive dividend yield?Get our free newsletter on market movers at www.thearmchairtrader.com00:00 Intro to Fortitude Gold01:27 High yield stock investors02:19 What made Jason take the CEO job?06:16 All about the Isabella Pearl project08:49 Benefit of already having cashflow10:31 Progress on County Line and Golden Mile12:33 Re-using existing infrastructure on new projects14:58 Reducing costs eliminates need for dilution of shares16:58 Handling challenges with equipment and supply chains18:42 What excites investors about Fortitude Gold?22:43 Future plans25:08 How is Nevada as a mining jurisdiction?
This week Michael Sidgmore, co-founder and partner of Broadhaven Ventures joins us to discuss all things Alt.We look at Alternative investments and why and how investors might consider getting involved in the market.Get our free newsletter on market movers at www.thearmchairtrader.com00:00 What are Alternative Investments, or Alts?03:50 Making Alts more accessible and affordable to investors09:05 Who is driving the change?12:26 Why get into Alts?14:40 How can investors get into this type of investment?19:15 Technology being used to improve access23:53 How do the US and European markets compare?27:08 Are private equity funds offloading 'rubbish' onto retail investors?31:16 What kinds of Alts are investors most interested in right now?
We meet Manu Choudhary, CEO of DeFinity, to talk about marketplaces for digital assets beyond cryptocurrency and DeFinity's revolutionary new tech for managing crypto risk.Get our free newsletter on market movers at www.thearmchairtrader.com00:00 Intro to DeFinity Markets, DMALink and Manu himself03:01 Manu's early forays into crypto05:01 Institutional sentiment towards crypto; digitising the bond and loan markets08:09 Bridging the gap between DeFi and TradFi, reducing concentration risk11:20 Exposure of hedge funds to FTX; custodying digital assets off-exchange14:44 Managing risk with a deep-learning crypto anomaly detector; Isolation Forest21:04 Coinbase and Binance under the microscope - do we really need more regulation?23:32 Is the banking crisis strengthening the Bitcoin market?26:02 Challenges and future plans for the business
Mike Ellwood's back on the podcast with us. Mike is Chairman of Net Zero Infrastructure PLC (LSE:NZI), a cash shell set up to invest in clean energy distribution and storage.We cover the basics of how cash shells and reverse takeovers work, and catch up with NZI's progress in finding a suitable target company. We also look at how the growing impetus for making planet-friendly investments.00:00 What is a Cash Shell or SPAC?01:35 How does a reverse takeover work?02:15 Intro to Net Zero Infrastructure02:27 NZI's unsuccessful reverse takeover04:26 Is there a limit on the size of a target company?05:01 What sort of companies are NZI looking for? Does size matter?06:51 Will NZI look at non-UK opportunities?07:21 Once a target is identified, what happens next?08:37 Why SPACs suspend trading09:23 What happens to my shares when a target is acquired?10:22 Are there many cash shells of NZI's size?11:26 The UK climate for clean energy12:55 Is the UK Government being supportive enough?13:38 The clean energy sector post-pandemic14:58 Why buy into this sector?
This week we meet Martin Turenne, CEO of FPX Nickel [TSXV:FPX], a Canadian nickel miner. We discuss the strategic importance of the metal, how governments are securing supply, and future prospects for the company.Get our free newsletter on market movers at www.thearmchairtrader.com00:00 Intro to FPX Nickel01:48 What is nickel used for?03:37 Importance of North American demand07:02 Securing supply10:19 Why FPX's nickel is special13:14 Recognition of sttrategic importance and Canadian govt funding17:01 Governments getting more involved with miners19:24 Future opportunities for FPX22:13 Baptiste project update
We meet Youwei Yang, Chief Economist at Bitcoin Mining [NYSE:BTCM] and discuss the cryptocurrency mining industry, how BIT Mining faces the challenge of reducing their carbon footprint, and why financial institutions are increasingly interested in crypto.Get our free newsletter on market movers at www.thearmchairtrader.com and find out more about Sprout at viasprout.com00:00 Intro to BIT Mining01:06 The company's services02:10 Is crypto mining as profitable as it used to be?03:01 What is a mining pool?04:20 How important an asset is BTC.com?05:37 Data centres07:16 Hosting miners for other companies08:35 Energy usage and BIT Mining's power mix10:41 Acquisition of Bee Computing14:03 Dogecoin becoming more serious15:42 The effect of Litecoin halving18:02 Varying computing power according to crypto prices21:23 The BIT Mining share price22:56 Why buy shares in a crypto miner?
This week we're with Jonny Blausten, co-founder of venture capital investment firm Sprout. We talk about who VC investment may work for and who it might not, how VC works and how to access the best VC funds. Get our free newsletter on market movers at www.thearmchairtrader.com and find out more about Sprout at viasprout.com 00:00 Intro to Sprout 01:27 Why should investors get involved with Venture Capital? 05:38 Tying up capital for a long period 08:33 Who should be looking at VC? 14:45 Who should NOT be looking at VC? 17:44 Getting access to the best funds 21:55 The cyclical nature of VC 27:25 The higher-risk end of private equity 31:02 Find out more at viasprout.com
Tim Corcoran joins us to talk about the upcoming Master Investor Show, which is in London on 18th March 2023. Tim describes what investors can expect from this year's in-person show and some of the speakers and companies you can come and see. Use voucher code ARMCHAIR for a discounted ticket. The event is at the Business Design Centre, 52 Upper Street, Islington, London N1 0Q on 18th March 2023 from 9:15am. Get our free newsletter on market movers at www.thearmchairtrader.com 0.48 About the Master Investor Show 2023 3.31 Who is presenting and exhibiting? 7.28 Why are more private investors interested in unlisted assets? 8.48 The lack of decent IPOs in the UK 10.50 What is there for crypto and digital investors? 12.13 Investor sentiment at the moment 14.53 Mining in the small-cap sector 16.49 Fractionalisation of stocks (for high-priced shares) 20.22 Signing up as an exhibitor 21.46 Non-UK companies 22.31 Keynote speakers 24.02 Tickets and free registration in advance
We meet Dr Matt James, President & CEO of Euro Manganese to talk about latest developments at the projects in North America and Europe. We cover how high-purity manganese as a strategic battery metal is in demand across the supply chain, and the ESG lens under which the Czech project is progressing. Euro Manganese trades as [TSXV:EMN], [ASX:EMN] and [OTCQX: EUMNF] Get our free newsletter on market movers at www.thearmchairtrader.com If there are companies you would like the Armchair Trader to feature in future episodes reach us on www.thearmchairtrader.com 0.15 Intro to Euro Manganese 1.02 Why is high purity manganese important to the battery sector? 2.31 How does the site's location help? 3.33 Environmental benefits of the project 4.58 Project progress 6.40 ESG / Environmental certification of the project 7.56 Next steps 9.44 Interest from across the supply chain 11.34 The North America project
We meet Alan Vey, CEO and Founder of Aventus Network, who help onboard enterprises to Web3. We cover the FTX collapse and Binance, transparency in how exchanges are run, why we should keep the faith with crypto and blockchain, and what we should expect in 2023. Get our free newsletter on market movers at www.thearmchairtrader.com If there are companies you would like the Armchair Trader to feature in future episodes reach us on www.thearmchairtrader.com 0.30 Intro to Aventus Network 1.02 Why Dubai as a digital hub? 2.14 How Alan got into crypto 4.05 Impact of the FTX collapse 6.05 How did big players get it so wrong with FTX? 8.16 Keeping the faith with blockchain and crypto 11.09 Will there be more mergers this year, or more collapses? 13.46 What's going on with Binance? 16.03 The lack of transparency in crypto exchanges 19.38 How will blockchain change TradFi; benefits for private investors
We start 2023 with Wael Makarem, Senior Market Strategist MENA at broker Exness. Wael's extensive market knowledge takes us from EU monetary policy to commodity and crypto prices for the year ahead, to the reopening of China and investment opportunities in the GCC. Get our free newsletter on market movers at www.thearmchairtrader.com If there are companies you would like the Armchair Trader to feature in future episodes reach us on www.thearmchairtrader.com 1.00 Will crypto come back this year, post-FTX? 4.42 Is crypto correlated to other markets? 7.03 Gold price rallying 9.36 The oil price 12.44 EU and US monetary policy this year? 16.11 Forex trends in 2023 18.05 Japan Central Bank moves 21.01 China reopening and the effect on the markets 24.43 IPOs and activity in Middle East markets 27.37 More investment opportunities within the GCC
This week our senior editorial team Stuart Fieldhouse, Michael Morton and John Foster round out the year by looking back at a tumultuous year in the financial markets and try to predict the trends for 2023. Get our free daily newsletter on market movers at www.thearmchairtrader.com If there are companies you would like the Armchair Trader to feature in future episodes reach us on www.thearmchairtrader.com 0.47 Are we at peak Interest Rate? 6.26 Energy price rises: John prepares to wrap his granny in newspaper 8.16 Investors focused on four big macro issues 12.05 Growth and value investors have all struggled this year, but stocks are now looking cheap 13.19 Netflix isn't going to empty your bins - John thinks the market will favour boring stocks 16.34 Are investors retreating to cash and missing out? 21.27 Investing in new energy sources 29.05 IPOs and the hurdles with listing 41.34 SBF's arrest and when will the Crypto Winter end? 53.07 Interesting markets for 2023
In this week’s podcast we revisit the world of advanced battery materials, as we chat with the CEO of Li-Metal [CSE:LIM], a Canadian and Frankfurt-listed [FRA:5ZO] battery materials specialist. The company visited New York in June for 121 Mining Investment, but this is a chance to hear CEO Maciej Jastrzebski taking our questions directly.Get our free daily newsletter on market movers at www.thearmchairtrader.comIf there are companies you would like the Armchair Trader to feature in future episodes reach us on www.thearmchairtrader.com0.33 Intro to Li-Metal Corp2.12 What customers does Li-Metal have?2.52 The Blue Solutions deal4.26 Is the company's tech protectable by patents?5.57 Revenue forecast7.38 Political supoort for next-gen energy tech and lithium as a strategic commodity10.42 The types of company Li-Metal will be working with13.37 The product qualification process15.06 Impetus for change, especially in the automotive sector16.11 The lithium price17.27 Scaling up production18.41 Raising additional investment19.44 Will EV manufacturers buy up companies in the Lithium supply chain?21.00 Future plans
This week we have Aldo Boitano on the podcast, CEO of AIM-listed and environmentally sustainable lithium miner CleanTech Lithium [LON:CTL]. We talk about how their tech is low-impact, recent site news and where the market for this EV-critical metal is going.Get our free daily newsletter on market movers at www.thearmchairtrader.comIf there are companies you would like the Armchair Trader to feature in future episodes reach us on www.thearmchairtrader.com0.29 Introduction to CleanTech Lithium2.00 How big is the company's project at Laguna Verde?2.43 Project sustainability5.09 Is the low environmental impact a selling point?6.30 Aldo's experience with clean energy8.03 The project's JORC estimates9.25 Results from Aldo's recent site visit11.28 Plans for the recent fundraising money13.00 Cost vs gold/copper mining14.41 Lithium market forecast15.51 Purity of battery-grade lithium17.12 Chilean government support18.43 Who will the lithium be sold to?
Nitesh Shah joins us to talk about oil, gold and other commodities which you may be considering investing in as a hedge against inflation. Nitesh is the Head of Macroeconomic Research & Commodities at asset manager WisdomTree.We cover questions such as where is the gold price heading, how to invest to take advantage of the green energy transition and what commodities may be good investments.Get our free daily newsletter on market movers at www.thearmchairtrader.comIf there are companies you would like the Armchair Trader to feature in future episodes reach us on www.thearmchairtrader.com0.27 Is oil still the world's primary commodity?4.20 Inflation and energy prices8.33 Where can investors go to beat inflation?12.01 Gold as an inflation hedge and factors affecting the gold price16.34 What will happen to the gold price?18.35 Investing for the energy transition 22.54 Political support for the green energy revolution25.20 Will new energy giants emerge?27.37 What commodity markets are set to do well?
We meet Ross Grier, UK Managing Director of NextEnergy Capital who run the NextEnergy Solar Fund. Topics today include why the UK is so good for solar power projects, government subsidies and reliable power generation and storage.Get our free daily newsletter on market movers at www.thearmchairtrader.comIf there are companies you would like the Armchair Trader to feature in future episodes reach us on www.thearmchairtrader.com0.39 Intro to Next Energy Capital2.21 Why the focus on just solar?4.14 What is the Next Energy Solar Fund?6.46 Do you buy existing farms or build new ones?9.09 What's the fund's yield profile?12.19 The Italian angle and battery storage tech14.15 How well do solar farms perform in the UK and northern Europe?19.19 The growth opportunity for UK solar20.52 Is solar a good investment during high inflation?23.09 NESF as poster boy for green investment
We meet the man running the IX Investor & Trader Show, Simon Campbell, and Paddy Osborn of the London Academy of Trading. The event is aimed at retail investors and retail traders and provides in-person access to experts, seminars and education.The show is Friday 25th November 2022 at the De Vere Grand Connaught Rooms, 61–65 Great Queen Street, London WC2B 5DA.Find more info at www.ixinvestorshow.com and https://lat.londonGet our free daily newsletter on market movers at www.thearmchairtrader.comIf there are companies you would like the Armchair Trader to feature in future episodes reach us on www.thearmchairtrader.com0.33 What is the IX Trader & Investor Show2.35 Who should attend?4.00 Should I sit out volatile markets?6.16 How do I get started with trading?7.38 Where to go for education12.57 Charts, news and emotions13.38 How to choose a good broker16.48 Free tickets to the show18.54 The London Academy of Trading
We meet Tom Caddick, Head of Investments at Nedgroup Investments and discuss the kinds of investment investors should be considering in the current environment. We also look at diversification, the use of real-asset funds and areas where bull markets might be seen in the next twelve months.Get our free daily newsletter on market movers at www.thearmchairtrader.comIf there are companies you would like the Armchair Trader to feature in future episodes reach us on www.thearmchairtrader.com0.33 What investments should investors be looking at?3.06 How widely to diversify6.12 What role can 'real assets' play?10.11 Have investors become lazy during the low-interest rate environment?13.27 Diversifying to beat inflation16.05 What's driving investors' bearish outlook?18.43 Commercial property23.11 Emerging markets and frontier markets27.38 Bullish markets for the next year
We're talking cryptocurrency this week with Austin Kimm, Director of Strategy & Investments at Choise.com, a crypto banking app. We discuss stablecoins, Central Bank Digital Currencies, the Ethereum Merge and MetaFi.Get our free daily newsletter on market movers at www.thearmchairtrader.comIf there are companies you would like the Armchair Trader to feature in future episodes reach us on www.thearmchairtrader.com0.23 Introduction to Choise1.41 Where do Choise operate around the world?2.45 Web3, MetaFi and the Metaverse7.08 Growth prospects and regulation of platforms9.27 Investing in stablecoins and the risk vs. traditional forex13.19 Are stablecoins like corporate bonds in many ways?15.11 Central bank digital currencies17.48 Will China's digital yuan take off?20.50 Why trade CBDCs?22.48 Transparency and control24.07 Will countries beyond El Salvador adopt cryptocurrencies?26.27 The Ethereum Merge
We meet Dr Raj Das Gupta, CEO of lithium-ion battery manufacturer Electrovaya [TSX:EFL] [OTCQB:EFLVF]. In this episode we cover the company's Infinity and Solid-State batteries, the challenges of scalability and raw materials, and how Electrovaya's technology (see electrovaya.com) has proved invaluable in the materials handling sector.
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If there are companies you would like the Armchair Trader to feature in future episodes reach us on www.thearmchairtrader.com
0.42 Intro to Electrovaya 1.39 Infinity and solid-state batteries 7.06 Are safety issues with lithium-ion batteries hampering rollout? 9.29 Size of the market 10.40 International expansion plans 12.06 Strategic partnerships 13.03 How are batteries used in the materials handling sector? 15.56 How scaleable is Electrovaya? 19.45 Is sourcing of raw materials an issue? 21.00 What your patent situation like? 22.06 Government support 25.28 Future plans
We meet Michael Saxon, the new CEO of TAAT Global [CSE:TAAT, OTC:TOBAF, FFT:2TP]. Ahead of an investor presentation in London Michael talks to us about his background, version 3 of the proprietary TAAT material and expansion plans for Texas, the wider US and Europe.
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If there are companies you would like the Armchair Trader to feature in future episodes reach us on www.thearmchairtrader.com
0.28 Intro to TAAT 0.53 Early expansion 1.58 The benefits of the zero-tobacco alternative 2.37 Michael Saxon's background in the industry 3.58 What was the attraction of TAAT to Michael? 4.42 Protecting the IP of the TAAT material 5.18 Does TAAT help quit smoking? 6.01 New company direction 8.21 Target markets, Texas 9.28 UK and Europe expansion plans 11.14 Version 3 of Beyond Tobacco 12.17 The Beyond Meat analogy 13.06 Impact of pandemic 15.41 Data-driven processes
In the first episode of season 3 we discuss the Biopharma industry with Merlin Piscitelli, Chief Revenue Officer of Datasite, SaaS solutions provider for M&A. How will biopharma weather the current economic storm, how is M&A looking and what are the areas being most intensely researched.
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If there are companies you would like the Armchair Trader to feature in future episodes reach us on www.thearmchairtrader.com
0.37 A summary of recent activity 2.10 Do you anticipate more major acquisitions? 3.27 Are recent valuations unrealistically high? 6.55 Is there an innovation deficit and if so, does that impact deal activity? 9.43 Will we see downward pressure from private equity from on high prices? 13.06 How will the biopharma weather the economic storm? 15.55 M&A activity in biopharma versus other sectors 17.28 Will diversification lead to more cross-sector transactions? 18.51 Activist investors 20.15 Does a UK recession impact global biopharma M&A? 21.51 Approval rates and their effect on M&A 24.27 What's the biggest research focus at the moment?
We meet Paul ffolkes Davis of the Nippon Active Value Fund to discuss how shareholder activism works in a market that is steeped in traditional decorum and that is often resistant to change.
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0:59 Introduction to Nippon Active Value and Rising Sun 5:16 How is Japan dealing with the pandemic 9:49 Characteristics of Japanese businesses 14:13 Engaging with the management of Japanese companies 19:33 Company culture, shareholder activism and taking the gloves off 28:51 Does the existing shareholder register affect the choice of target company? 31:07 Why not employ a Sterling-Yen hedge? 32:25 Why should UK investors choose Nippon Active Value Fund?
We catch up with Chris Tubby of the Symax Academy to talk about learning how to trade successfully even in a bear market. We cover the biggest mistakes that new traders make and how everyone trades in a different way, whether that be the market they are trading, their psychology or trading methodology.
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0:58 Chris's experience in trading 4:29 New traders dealing with downward markets 8:30 Should traders quit when there's a bear market? 10:39 Finding the market and method to suit you 12:30 Helping crypto traders 13:50 How easy is to trade for a living? 15:49 The biggest mistakes new traders make 20:23 Systematic and programmatic trading 22:27 What can you learn from Chris's courses? 25:35 Some final advice from Chris
We catch up with Dan Blondal, CEO of Nano One Materials Corp (TSX:NANO) to discuss Johnson Matthey's exit from the the battery space and the opportunity that has provided, plus Nano One's tie-up with Rio Tinto and plans for the future.
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0:41 Intro to Nano One 2:00 Working with the mining sector 3:20 The opportunity when Johnson Matthey exited the battery space 5:42 Scaling up capacity 8:12 Would a buyer need to build their own plant? 10:00 The Rio Tinto partnership 13:17 Government support and Canada's green strategy 17:33 Future plans and the BASF deal
We meet Phil Day, CEO of Scotgold Resources (SGZ). Scotgold operates a gold mine in the Scottish Highlands, and it's their Cononish project that we focus on in this episode.
We cover the state of the gold mining industry in Scotland as it compares with the rest of the world, the attraction of working in Scotland and the extensive efforts that the company has made to minimise their environmental impact on this beautiful part of the world.
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0:29 How big is the Scottish gold mining industry? 1:22 Introduction to Scotgold Resources 2:18 Impact of the pandemic on operations 4:32 How does mining in Scotland compare with the rest of the world? 6:46 How was the original gold resource located? 8:36 What's the current level of production? 12:47 Funding further exploration 16:04 Plans for the next year; thickening and stoping 19:11 Where is the gold going? 19:32 Will Scotgold directly benefit from a rising gold price? 21:16 Renewable energy and reducing the mine's carbon footprint 23:14 How the mine's environmental impact is being minimised
We meet Tom Lombardi and Trevor Treweeke of Network Media Group (CVE:NTE) to talk about their new tie-up with the Hockey Hall of Fame in Vancouver, the explosive growth in the NFT market and how NFTs will be increasingly used in the professional sports arena.
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0:56 Introduction to Network Media Group and Network NFT Studios 2:37 The company's connections to the music, entertainment and sports networks 4:47 What is an NFT? 8:25 What's powering the growth of the NFT market? 11:45 Why did Network Media Group set up an NFT subsidiary? 14:55 Are sports NFTs the modern version of baseball cards? 18:35 The Hockey Hall of Fame partnership 21:23 Future plans for producing NFTs 26:56 Are NFT owners mostly collectors or traders?
We speak with reporter David Ricketts, author of When The Fund Stops, the story behind the downfall of star fund manager Neil Woodford and his empire. David refreshes us on the tumultuous events and brings us up to date on the latest developments with Wodford and the regulators.
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1:08 Who is Neil Woodford and why did he become famous? 5:29 What made him break from his previously successful method? 9:27 How much of his success was due to the media, wealth managers and advisers? 13:48 What expertise did Woodford's team have in small-cap biotechs? 17:42 Illiquid stocks and risk management 19:26 The 'star manager' problem 24:28 The stampede: will small investors have to take the hit? 29:54 Why has the regulator taken so long to act? 32:19 What's Woodford doing now?
Colin Harrington, CEO of Zephyr Energy, meets us to discuss the company's plans for expansion following a year of share price growth. Zephyr have a macro and micro focus on making their operations carbon-neutral, which may be a model that larger companies have to follow in future. How can that work when your primary product is oil? We drill into this and other aspects of the business.
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0:47 Introduction to Zephyr Energy 2:00 What is a CPR report and why is the Paradox report important? 6:14 Funding levels for Zephyr's projects 7:07 The Williston Basin project in North Dakota 9:11 What do Zephyr look for in new acquisitions? 10:43 How can an oil company be carbon-neutral? 14:01 Shareholder pressure for ESG strategies in oil companies 16:00 What prevents the US easily increasing oil production? 18:33 How does Zephyr manage hedging and sales? 19:54 Gas as a by-product 21:28 Future plans
Jeff Hancock, CEO of Coinpass, discusses how to pick a good cryptocurrency exchange and his ideas on how many coins a crypto investor should have in their wallet. We also cover the flight from the rouble and how small companies are now using crypto investment in their financial planning.
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0:27 Who are Coinpass? 2:04 How does Coinpass fit into the cryptocurrency ecosystem? 3:13 How will regulation affect cryptocurrency exchanges? 5:13 What should I look for in a cryptocurrency exchange? 9:21 What makes Coinpass a good choice for investors? 11:51 How are small businesses and limited companies using crypto? 15:06 Are you seeing people exiting the rouble for crypto? 18:17 Will Solana supplant Ethereum as the #2 crypto after Bitcoin? 20:17 How many crypto coins should I have in my wallet? 23:30 Upcoming developments on Coinpass
We meet Dallas Webb of BB Biotech (SWIX:BION) to talk about the biotech sector and what investors should look out for when picking biotech firms for their portfolio.
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0:52 Introduction to BB Biotech 3:10 Is it important for biotech money managers to have biotech training? 3:58 Dallas covers neurological disease, gene therapy and AI trends 7:03 What are clinical holds? 9:02 What size and type of company do BB Biotech look out for? 11:55 Managing risk when investing in small companies 14:37 Is there much IPO activity in the biotech sector? 16:28 How will the sector weather current market volatility? 19:14 The effect of rising inflation and interest rates on biotech firms 20:54 Is it mostly specialists investing in biotech? 24:06 BB Biotech's position on Moderna 25:52 The platforms and pipelines for investable biotech firms
We meet June Felix, CEO of IG Group (LON:IGG) to dig into how this fintech company familiar to many as an online stockbroker has transformed since she took the helm. We also cover IG's plans for expansion and how cryptocurrencies have changed the game.
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0:43 Introduction to IG 4:16 How did the pandemic impact IG and online trading? 6:55 Traders are getting younger - what does this mean for IG? 8:32 Diversifying into new markets 11.49 IG's acquisition plans and entry strategies for new markets 12.54 The role of technology in IG 14.25 The growth of the cryptocurrency market 16.25 How have IG reacted to the conflict in Ukraine?
We meet Tim Sandau, CEO of Verakari, to drill into the environmental impact of Bitcoin mining, Verakari's low-carbon solution, the prospects for Bitcoin price volatility and what potential investors should look out for when getting into crypto mining.
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0:25 Introduction to Verakari 1:18 How Tim got into Bitcoin mining 1:53 State of the mining industry 3:00 Impact of China's ban on mining 3:42 Environmental impact of mining 5:38 Reducing emissions 7:10 Industry-wide moves to low-carbon 7:53 Cost implications 8:19 Verakari's retail and institutional business models 10:13 Can non-US investors get involved? 10:32 Bitcoin price volatility and Ukraine 12:06 Will the BTC price stabilise? 12:43 Challenges for retail investors to be aware of
We catch up with Kyler Hardy, CEO of Cloudbreak Discovery plc (LON:CDL) about how the company works with exploration and mining partners globally. Cloudbreak has expertise in a range of commodities including Helium, Precious Metals, and metals essential for new technologies such as Copper, Zinc and Titanium. What's new in metal mining, which commodities are in highest demand, and what exactly is a mining project generator?
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1:01 Introduction to Cloudbreak 2:33 Recent developments 6:10 How has easing of COVID-19 restrictions affected the company 7:10 International projects ouside of North America, especially Africa 8:45 Making the most of professional networks 10:23 The state of the mining sector 12:35 What metals are hot right now? 14:52 Importance of new mining tech 18:49 How does mining helps the green energy revolution? 19:42 Future plans
Tim Corcoran, CEO Master Investor UK, tells us what's in store for attendees of the Master Investor Show at the Business Design Centre, London on 19th March 2022. Some free tickets are available for Armchair Trader readers at this link.
https://masterinvestorshow-2022.reg.buzz/?utm_source=armchairtrader
The Business Design Centre is at 52 Upper Street, Islington, London N1 0QH, nearest tube station: Angel, train station: King's Cross.
We meet Gord Glenn on a minus 40 degree morning in Manitoba, Canada. Gord is President & CEO of junior gold miner Minnova Corp (MCI: TSXV) and its subsidiary Minnova Renewable Energy. We talk 'green' hydrogen, biomass processing and of course, gold mining.
00.50 Intro to Minnova 03.40 Idea behind Minnova Renewable Energy's Green Hydrogen project 08.59 The role of DUMA Engineering 12.23 The market for hydrogen 17.28 Next steps for MRE's strategy 21.18 Minnova's gold mining operation 25.54 The future of Minnova and MRE and the outcomes for investors
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This week we meet the founder of Spaced Ventures, Aaron Burnett. Spaced Ventures is building a community of enthusiastic investors and connecting them with space start-ups looking for seed funding to help ignite innovation.
This sector is both rapidly expanding and continually evolving, including the profitable field of orbital data collection. If there is a company you'd like to see us cover in a future episode drop us a line at www.thearmchairtrader.com where you can also subscribe to our free daily newsletter.
0:45 Introduction to Spaced Ventures 1:56 How does the Crowdfunding model work for Spaced Ventures? 7:45 The current state of the space technology sector 12:20 Is the private sector only focussed on satellites? 15:18 Opportunities for private capital to make a difference 20:49 Exit strategy for Spaced Ventures investors 23:18 Space tech being re-purposed for other uses 27:58 Some of the companies raising money with Spaced Ventures 30:09 Find out more
We meet Clem Chambers, CEO of Online Blockchain [LON:OBC] about the Umbria cryptocurrency bridge and the latest developments in crypto. Enjoy some straight-talking from Clem on the economics of crypto versus government!
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We meet the COO Jim Delsnyder and CEO Tony Morello of meat-alternative brand Zoglo's [CSE:ZOG] to discuss their international expansion plans.
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Zoglo’s has been a beneficiary of the explosion in technology within plant-based foods, from heat and serve tech that was soya based, to a much more advanced offering that is interchangeable with real meat products. While the most advances have been seen in the European market, Zoglo’s now sees considerable opportunities within the Canadian and US markets.
0:43 Introduction to Zoglo's 4:17 European and North American markets for meat alternatives compared 7:19 The Monday Swiss acquisition 9:40 Expansion into Europe 10:41 R&D and the underlying technology 13:22 Importance of being first to market 15:12 Size of the US market vs Canadian 16:31 Drivers of growth in meat alternatives 19:57 How far are we from most meals being non-meat? 22:47 Whitelabel relationships with other partners 24:54 Plans for the next year
We meet John Regan, CEO of new cash shell Electric Guitar plc [LON:ELEG] to discuss ad technology and in particular the future of advertising. Electric Guitar seeks to invest in one or more ad technology and data companies. Where will ad tech go in a world where brands such as Tesla don't even advertise? How can advertising reach the right audience when Google and others prevent targeting using third-party cookies?
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0:34 What is a Cash Shell or SPAC? 1:40 What's disrupting the advertising market? 8:57 The shift from content to data 13:02 The Electric Guitar team 15:10 Future acquisitions 17:08 Evolve or die! 19:57 Who will your clients be? 21:51 Global reach 24:36 Consumer privacy
We meet Jessica Robinson, author of Financial Feminism and Founder and Managing Director of Moxie Future, a platform to engage with and empower female investors to grow their wealth through responsible and sustainable investing. In the interview we cover the impact of the gender investing gap and how women are using their growing financial power for sustainable investment.
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This week we cover the nuts and bolts of trading with John Woolfitt, Director of Trading at Atlantic Capital Markets. He covers advisory trading, the most effective way for you to use stop-losses, common mistakes made by new traders and a series of trading best practices for experienced and novice traders alike.
We meet award-winning trader Andrea Unger of the Unger Academy to talk trading psychology, expert trading guidance and the pitfalls awaiting new traders.
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We meet with Jeff Gao, CEO of Cypherpunk Holdings (CSE:HODL) to discuss Cypherpunk's cryptocurrency investment strategy.
From 18min30s we have a very special section on Crypto gaming where Jeff describes the rise of crypto gaming from its roots in Pokemon Go to today, and his company's micro-sponsorship of gamers.
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0:28 Introduction to Cypherpunk 2:39 What are privacy assets? 4:59 Where are crypto prices going and why are people investing? 18:33 How does crypto gaming work? 25:40 The principles of earning money for playing games 35:07 How do Cypherpunk monetise the gaming space? 40:47 The wide range of opportunities available 43:11 Signing off
We meet Konstantin Anissimov, Executive Director at FCA-Regulated cryptocurrency broker CEX.IO. He discusses the evolution of crypto trading, the measures being taken to protect consumers and how trustworthiness in the sector is improving. He describes how inefficiences in the crypto market can be both a help and a hindrance.
We speak with Ivan Sedgwick, Investment Director at LGB & Co about Smaller Companies and the UK's AiM market.
We speak with Marco Romero, President & CEO of Euro Manganese (CVE:EMN), about the company's Chvaletice Manganese Project in Czech Republic.
The project is an interesting one as the metal doesn't come from mining, but instead from recycling a vast above-ground deposit with environmental benefits for the local area.
We catch up with Page Tucker, CEO & President of ProStar Geocorp, about the company's latest client wins, the trials and tribulations of developing a global software solution and their plans for expanding into Europe.
We meet Setti Coscarella, CEO of TAAT Global Alternatives, to discuss the latest company results that are just out and the imminent arrival of TAAT on UK shelves.
We speak with Austin Graff, portfolio manager at TrueShares ETFs. He runs their Low Volatility Equity Income ETF [DIVZ], an actively managed exchange traded fund which is far from your vanilla index tracker ETF.
Stuart and Austin discuss transparency of fund holdings in ETFs, how a dividend-oriented strategy can work for investors, the inflation picture in the USA and the state of the nation's merger & acquisition market.
We meet Rob Brown, CEO of Sugarcane Capital, and talk currencies, foreign exchange and cross-border payments.
We speak with Mike Ellwood, Chairman of Net Zero Infrastructure PLC (LSE:NZI), a new cash shell set up to invest in clean energy distribution and storage. We discuss the state of the industry and the need for modern technology to work alongside green energy generation.
In the final episode of the first season, The Armchair Trader's Editor Stuart Fieldhouse and Publisher Michael Morton meet to review the first half of the year. Topics covered include Bitcoin, copper mining, Gamestop, Biotech and the impact of Covid-19 on the travel sector.
If there are companies you would like the Armchair Trader to feature in season 2 reach us on www.thearmchairtrader.com
We speak with David Kerbel, CEO of Rritual Superfoods [CNSX:RSF], about their approach to the superfoods market, the products they offer and the development of adaptogens and functional mushrooms at the heart of their product range.
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1:09 Introduction to Rritual Superfoods 2:00 Introducing mushrooms and adaptogens to the Western world 5:55 Size of the global market 8:51 Has the pandemic changed attitudes to superfoods? 11:07 Distribution deals since the IPO 17:02 Expansion outside the US 19:48 Sustainability initiatives, mushroom coffee and other products 24:03 Effect of the Covid-19 pandemic on sales 26:10 Find out more at rritual.com
We speak with Kyler Hardy, CEO of Cloudbreak Discovery plc (LON:CDL) about how the company works with exploration and mining partners globally. Cloudbreak assembles mining projects around the world, right through from planning to prospecting to production, and has expertise in a range of commodities including Helium, Precious Metals, and metals essential for new technologies such as Copper, Zinc and Titanium.
0:49 Introduction to Cloudbreak Discovery 2:31 Importance of professional networks and in-house experts 4:04 What makes for a good mining project? 7:01 The partners Cloudbreak works with 9:16 How projects get monetised 11:59 Current projects - Imperial Helium, Temas, Norseman 16:03 Focus on 'green' industrial metals, battery materials 17:40 Unlisted projects, pre-IPO 18:27 Going global
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We speak with Mark Vanry, CEO of Wedgemount Resources (CSE:WDGY), about exploring for copper and gold in North America at a time when the copper price is at an historic high. Mark takes us through Wedgemount's strategy for identifying under-explored and under-valued opportunities and the company's progress on the Eagle, Cookie and Friendly assets in British Columbia.
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We speak with John Kartsonas, Founder and Managing Partner of Breakwave Dry Bulk Shipping ETF (NYSE:BDRY), about the fund's stellar performance in 2021 and how it gives investors exposure to the freight futures market.
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We speak with Richard Shearer, CEO of Tintra Group, about Tintra's part acquisition of St James House PLC and how they enable finance in non-Western countries.
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One for the chartists! We speak with Trevor Neil, Director of RRG Research, about the best charts to use for new traders and how RRG's Relative Rotation Graphs make such an effective tool in the trader's armoury.
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We speak with Fraser Thorne, CEO of Edison Group, about the state of play in the small-caps space, Brexit, cannabis and how mining companies can get with the ESG program.
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We speak with Alessandro Zamboni, CEO of Supply@Me, about their innovative way of freeing up capital from unsold inventory.
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0:40 Introduction to Supply@Me 2:09 How a company would use Supply@Me 4:40 What companies are you working with? 5:49 Domestic and international trading 6:43 Similarity to the Futures market 8:25 Why hasn't anyone done this before? 10:39 Supply chain disruption due to the pandemic 12;43 Can this be used in the Commodities market? 14;35 Acquisitions 16:57 International expansion plans 18:49 Effect of Brexit 20:15 Captive bank operation 22:30 Investing in inventory as an asset class 23:31 Sharia strategy 25:53 Future plans
We speak with Jason Mitchell, CEO of HempFusion, about the company's development of a wide range of CBD products, including pain relief, and plans for future expansion.
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We speak with Ailsa Craig, lead investment manager of the International Biotechnology Trust, about the biotech industry and the Trust's strategy for researching, selecting, investing into and divesting out of biotech companies. If there are companies you would like the Armchair Trader to feature in future episodes contact us on www.thearmchairtrader.com
We speak with Nick Purves and Ian Lance, portfolio managers of Temple Bar Investment Trust, about value investing and the state of the markets. If there are companies you would like the Armchair Trader to feature in future episodes contact us on www.thearmchairtrader.com
We speak with Page Tucker, CEO and President of precision mapping company ProStar about their real-time solutions for precisely locating sub-surface infrastructure. If there are companies you would like the Armchair Trader to feature in future episodes contact us on www.thearmchairtrader.com
We speak with Steve Ehrlich, CEO of crypto-asset agency broker Voyager Digital, about Bitcoin, Dogecoin and the cryptocurrency market in general, and how Voyager Digital aims to simplify investment.
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We speak with Stephen Murphy, co-founder and managing director of Prohibition Partners, the leading consultancy on the modern cannabis industry and creators of the International Cannabis Weekly newsletter.
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We speak with Joe Deighan, Founder of Taat Lifestyle & Wellness Ltd (CSE:TAAT), about the development of their no-tobacco cigarettes and plans for Taat's expansion through the USA, Europe and beyond. Will this help more people to give up smoking traditional cigarettes and kick their nicotine habit?
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1:02 Introduction to TAAT 3:06 Target audience 4:41 The US market and starting in Ohio 6:58 Expansion through the US 8:14 Distribution channels and positioning alongside traditional cigarettes 10:01 E-commerce site 10:55 Manufacturing capacity in Nevada 12:53 Reproducing the taste of a tobacco cigarette 16:06 Different cigarette tastes across different countries 18:04 Feedback from shops and other outlets 20:47 When will Beyond Tobacco come to Europe? 23:43 Future plans
We speak with Sam Smith, Founder and CEO of corporate advisor and brokerage firm finnCap about the future of IPOs in the UK post-Brexit and the ESG megatrend.
Michelle Robinson, Chief Geologist at Brigadier Gold (TSXV:BRG) brings us the latest on the Picachos gold project in Mexico.
We speak with Setti Coscarella, CEO of Taat Lifestyle & Wellness Ltd (CSE:TAAT), about Taat's mission, the development of Beyond Tobacco and progress in launching their products in the USA and beyond.
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We catch up with Dan Blondal, CEO of Nano One Materials Corp (TSX:NANO), about recent developments in battery tech and the latest company news.
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We speak with Simon Mott of ETF experts TrackInsight about the rise of ETFs and what to look for when researching products.
Steve Ward of Performance Edge Consulting speaks with us about the mental impacts of trading and how to stay on your game
We interview Vincent Algar of Australian Vanadium Limited (ASX:AVL) about the market for vanadium and the use of the metal in flow batteries.
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0:28 What is vanadium used for? 1:59 China's vanadium import and export market 3:15 How is vanadium mined? 4:43 What exploration is going on? 5:34 What are vanadium batteries? 7:43 Why is vanadium ideal for large scale energy storage? 9:59 Deploying batteries into the marketplace 13:14 How can global production increase? 16:05 What is AVL working on? 20:32 What's AVL's timescale for production? 22:45 Local demand (Australia) for vanadium flow batteries 24:43 How to get exposure to vanadium through investment 27:18 Sign-off
We interview Robert Shutler and Oliver Templeton of IFXRobot about foreign exchange robots in general, and their program in particular
We speak with Paul Beale of MacBeale Property about lifetime tenancies and the opportunity they afford to purchase property at below-market rates.
We meet with Dan Blondal, CEO of Nano One Materials Corporation (TSX:NNO)to discuss the company's plans to change the global battery industry.
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We meet with Peter Watson of Watson's Daily to discuss current business highlights including Beyond Meat... and beyond!
We speak with Armchair Trader columnist Tony Cross of Monk Communications about the ISA season and other investment themes.
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