Welcome to Investor Intelligence: your portfolio’s next big idea. Each week, our analysts and leading Wall-Street experts provide in-depth analysis that dives deep on a company, opportunity or trend in markets. Most consumer banks follow the same basic business model. But in Brazil, Nubank (or Nu, as it’s known) has been doing things differently: i…

Brought to you by our sister podcast, Generation (Spotify) (Apple Podcasts). Time and time again, marketers get stuck in the same dilemma. How do I really show ROI for my marketing spend? Today, Max is joined by Natwest CMO Margaret Jobling, who shares her powerful blueprint for maximizing ROI through a balance of brand building, performance, and e…

Brought to you by our sister podcast, Generation (Spotify) (Apple Podcasts). Imagine being handed a million pounds to develop a groundbreaking idea—but you can’t get your client to see its value. Is it their fault? Or does the responsibility fall on how you tell the story? Today, Max sits down with Nils Leonard, co-founder of one of the hottest cre…

Subscribe to our daily financial news show, The Finimize Daily Brief (Spotify), The Finimize Daily Brief (Apple Podcasts). It’d be easy to think about Microsoft and Nvidia in the same way. But the two AI stock darlings have more that separates them than unites them. In today’s Podcast, Stephen Yiu – the CIO of Blue Whale Growth Fund – chats with Ca…

Brought to you by our sister podcast, Generation (Spotify) (Apple Podcasts). Adam Nash is one of the most influential leaders in fintech. As the former President and CEO of Wealthfront, he scaled assets under management from $100 million to over $4 billion. He's also held pivotal roles at top Silicon Valley companies like Apple, eBay, LinkedIn, and…

Brought to you by our sister podcast, Generation (Spotify) (Apple Podcasts). Unlock the secrets of exceptional marketing with Johan Jervøe, former CMO of UBS and Intel. Max and Johan discuss the power of customer insight, how to leverage celebrity endorsements, the art of crafting campaigns that really resonate, and much more. Partner with us: http…

Subscribe to our daily financial news show, The Finimize Daily Brief (Spotify), The Finimize Daily Brief (Apple Podcasts). On today's episode, Carl and the gang dive into the fundamentals of personal finance. They explore essential topics like how much cash you should really hold, and how to use it, pensions, fixing mortgage rates, and balancing ri…

Subscribe to our daily financial news show, The Finimize Daily Brief (Spotify), The Finimize Daily Brief (Apple Podcasts). No one knows Warren Buffett like David Kass: the finance professor's been tracking the Oracle’s every move since the 1980s. He sat down with our show's producer, Guy Gardener, to explain what he thinks about Buffett's latest st…

In this episode I'm joined by property investor Chris Mitchell who discusses his experience in the Australian property market. We discuss mindset, strategy, education and how to build a successful property portfolio - even if you have limited time. If you're looking to build wealth through property, this is a must listen episode! You can book your …

Brought to you by our sister podcast, Generation (Spotify) (Apple Podcasts). Discover what it takes to be a top-tier CMO with Citi's Alex Craddock. From transforming the iShares brand to leading game-changing campaigns, Craddock shares his secrets on mastering data, technology, and business growth. Get insider tips on leadership, mentorship, and cr…

Subscribe to our daily financial news show, The Finimize Daily Brief (Spotify), The Finimize Daily Brief (Apple Podcasts). The show gives you everything you need to know about the day's biggest financial stories and trends, in five minutes or less - plus a regular Q+A with our world-class analysts.Av Finimize

If you were hoping for some stable predictability in the markets, well, 2024 might not be your year. Sree Kochugovindan, senior research economist at abrdn, has been watching the recent blast higher in volatility. She sat down with Carl recently and discussed how interest rate decisions from the world’s big central banks (especially in the US and J…

The Finimize analyst team get together for a mid-year hurrah. They checked in on how their 2024 predictions have played out so far, and what they’re expecting for the rest of the year. Hear from Stéphane Renevier, Reda Farran, Theodora Lee Joseph, and Russell Burns – hosted by Carl Hazeley. They’ll make some fresh predictions, share what they’ve le…

Brought to you by our daily financial news show - subscribe here: The Finimize Daily Brief (Spotify), The Finimize Daily Brief (Apple Podcasts). US jobs data suggested that the country is starting to strain under high interest rates, while Nvidia challenger Cerebras filed for an IPO. Today’s stories: The US Created Fewer Jobs Than Expected, And Une…

Apple and Amazon both showed investors how they fared last quarter, but their adequate performances failed to earn them credit. After four years of interest rates moving only one way, the Bank of England finally dropped rates. Today’s stories: Adequate Results From Apple And Amazon Weren’t Enough To Get Investors Excited After Four Years, The Bank …

The Bank of Japan raised its benchmark interest rate to the highest point since 2008, and Meta reported stronger-than-expected sales for last quarter. Today’s stories: Surf’s Up For Meta: The Firm Reported Stronger Sales Than Expected The Bank Of Japan Raised Interest Rates For Just The Second Time Since 2007 Try Finimize Premium…

You’ve probably heard of the Net Promoter Score, or NPS. But on this episode of the Generation Podcast, Hannah Grove - ex-State-Street CMO and now board member at abrdn - is going to show you how to harness it. She sat down with Max to discuss how Hannah transformed State Street as a marketeer, why NPS should be a CMO’s number 1 metric, and why it’…

Geopolitics and macroeconomics have never been so intertwined, so Paul Diggle, chief economist at abrdn shared his analysis covering different scenarios for the US presidential election and the potential market impact of each outcome. Paul also discussed why he likes the look of corporate bonds right now, why he’s warming up to real estate after av…

Brought to you by our daily financial news show - subscribe here: The Finimize Daily Brief (Spotify), The Finimize Daily Brief (Apple Podcasts). Finfluencer Bill Ackman slashed the target size for his brand-new fund, while the latest look at inflation hinted that the US could achieve a soft landing. Today’s stories: Bill Ackman Slashed The Target S…

Brought to you by our daily financial news show - subscribe here: The Finimize Daily Brief (Spotify), The Finimize Daily Brief (Apple Podcasts). US economic growth cruised at a faster-than-expected pace, while an AI selloff stoked wider worries about the Big Tech-driven stock market. Today’s stories: The US Economy Grew At A Surprisingly Snappy Pac…

Brought to you by our daily financial news show - subscribe here: The Finimize Daily Brief (Spotify), The Finimize Daily Brief (Apple Podcasts). European firms are facing a dismal quarter as demand from China slows, while business activity in Britain showed it’s making a comeback. Today’s stories: European Firms Are Looking Glum As Demand From Chin…

Brought to you by our daily financial news show - subscribe here: The Finimize Daily Brief (Spotify), The Finimize Daily Brief (Apple Podcasts). Alphabet delivered an expectation-beating – yet slightly ho-hum – quarterly update, while ether spot ETFs started trading in the US. Today’s stories: Alphabet Spelled Out Better-Than-Expected Results In A …

Brought to you by our daily financial news show - subscribe here: The Finimize Daily Brief (Spotify), The Finimize Daily Brief (Apple Podcasts). Warren Buffett cashed in some Bank of America stock, while activist fund Elliott Management ordered up a serving of Starbucks. Today’s stories: Warren Buffett’s Berkshire Hathaway Gave Its Bank of America …

Brought to you by our daily financial news show - subscribe here: The Finimize Daily Brief (Spotify), The Finimize Daily Brief (Apple Podcasts). A swing and the biggest of misses for CrowdStrike led to global IT chaos, while OpenAI cozied up to Broadcom for a fresh supply chain connection. Today’s stories: Cybersecurity Firm CrowdStrike Struck Out,…

Brought to you by our daily financial news show - subscribe here: The Finimize Daily Brief (Spotify), The Finimize Daily Brief (Apple Podcasts). Global shipping troubles and threats of fresh tariffs revived old worries about inflation, while chipmaker TSMC unveiled its AI-powered results. Today’s stories: Global Shipping Troubles And Tariff Threats…

Brought to you by our daily financial news show - subscribe here: The Finimize Daily Brief (Spotify), The Finimize Daily Brief (Apple Podcasts). ASML reported strong results, but geopolitical tensions threatened to cloud its outlook, while the Russell 2000 index notched its best five-day streak since 2020. Today’s stories: ASML’s Strong Results Wer…

Brought to you by our daily financial news show - subscribe here: The Finimize Daily Brief (Spotify), The Finimize Daily Brief (Apple Podcasts). Morgan Stanley and Bank of America posted better-than-expected updates – and while Saudi Arabia has big plans, they’re proving tricky to pull off. Today’s stories: Both Bank Of America And Morgan Stanley R…

DIY traders have grown up a lot since that first wild GameStop ride. Steph Guild, Senior Director of Investment Strategy at Robinhood tells the tale, plus the surprising things those investors want and need from their trading tools now. Listen in the Finimize app, or wherever you get your podcasts. Partner with us: https://business.finimize.com/ Su…

Brought to you by our daily financial news show - subscribe here: The Finimize Daily Brief (Spotify), The Finimize Daily Brief (Apple Podcasts). Google is reportedly in talks to buy cybersecurity firm Wiz for $23 billion, while China’s slow economic growth is causing waves in the luxury market. Today’s stories: Google’s Parent Alphabet Could Buy Cy…

Brought to you by our daily financial news show - subscribe here: The Finimize Daily Brief (Spotify), The Finimize Daily Brief (Apple Podcasts). JPMorgan Chase and Citigroup announced blowout second-quarter earnings, while analysts are more optimistic than usual about US companies this earnings season. Today’s stories: JPMorgan Chase Came Out Swing…

Brought to you by our daily financial news show - subscribe here: The Finimize Daily Brief (Spotify), The Finimize Daily Brief (Apple Podcasts). Fresh data showed retail investors are the most optimistic they’ve ever been, while professional investors are concerned about round-the-clock retail trading. Today’s stories: According To The Modern Inves…

Brought to you by our daily financial news show - subscribe here: The Finimize Daily Brief (Spotify), The Finimize Daily Brief (Apple Podcasts). Microsoft and Apple put space between themselves and OpenAI, while China inched closer to deflation – a worrying sign for the world's second-biggest economy. Today’s stories: Microsoft Ditched Its Board Se…

Brought to you by our daily financial news show - subscribe here: The Finimize Daily Brief (Spotify), The Finimize Daily Brief (Apple Podcasts). There weren’t many new users to count over at X (formerly Twitter) last quarter, while most active funds have fallen short of beating the S&P 500 this year. Today’s stories: New Users Were Few And Far Betw…

Brought to you by our daily financial news show - subscribe here: The Finimize Daily Brief (Spotify), The Finimize Daily Brief (Apple Podcasts). Global temperatures breached a key climate threshold for a full year, while the French government’s in deadlock after a surprise win for the left. Today’s stories: Global Temperatures Breached A Key Climat…

Brought to you by our daily financial news show - subscribe here: The Finimize Daily Brief (Spotify), The Finimize Daily Brief (Apple Podcasts). The Labour Party won the UK election by a landslide, while the US created 206,000 jobs in June – more than expected. Today’s stories: The Labour Party Won In The UK, Creating A (More Stable) Majority Gover…

Brought to you by our daily financial news show - subscribe here: The Finimize Daily Brief (Spotify), The Finimize Daily Brief (Apple Podcasts). Tesla turned the corner, and AI was in the driver’s seat, while Japan’s wages are set to rise at their highest rate in more than 30 years. Today’s stories: Investors Are Paying Attention To Tesla Again, An…

Brought to you by our daily financial news show - subscribe here: The Finimize Daily Brief (Spotify), The Finimize Daily Brief (Apple Podcasts). Revolut's new legion of customers helped the fintech make a record-breaking profit, while tech companies are turning to nuclear energy to satisfy the power demands of AI. Today’s stories: Revolut Flashed A…

Brought to you by our daily financial news show - subscribe here: The Finimize Daily Brief (Spotify), The Finimize Daily Brief (Apple Podcasts). Keith Gill, a.k.a. “Roaring Kitty”, caused more ruptures in the stock market, while China's patchy stats showed exactly why its stock rally ran out of puff. Today’s stories: The “Roaring Kitty” Chowed Down…

Nike dropped a dull full-year forecast and investors went running, while US inflation came in close to target – but that didn’t change rate cut expectations. Today’s stories: Nike’s Stock Plunged After The Sportswear Giant Released A Dreary Forecast US Inflation Is Getting Closer And Closer To Toeing The Fed’s Line Try Finimize Premium…

SpaceX could become the world’s second-highest-valued private company, while US chip giant Micron announced better-than-expected results. Today’s stories: SpaceX Could Become The World’s Second-Highest-Valued Private Company Micron Beat Expectations, But Investors Still Ditched The American Chipmaker’s Stock Try Finimize Premium…

Brought to you by our daily financial news show - subscribe here: The Finimize Daily Brief (Spotify), The Finimize Daily Brief (Apple Podcasts). China approved Novo Nordisk's weight-loss wonder drug Wegovy, while Denmark approved the world’s first carbon tax on agriculture. Today’s stories: Novo Nordisk Got The Green Light In China For Its Weight-L…

Brought to you by our daily financial news show - subscribe here: The Finimize Daily Brief (Spotify), The Finimize Daily Brief (Apple Podcasts). Airbus lowered its profit outlook for the year, while Apple and Microsoft were charged under the EU’s new Digital Markets Act. Today’s stories: Airbus Lowered Its Profit Outlook After Lingering Supply Chai…

Brought to you by our sister show, Generation (Spotify), Generation (Apple Podcasts). Chad West knows how to grow a fintech firm: he led marketing at Revolut for nearly five years, as its user base hit 10 million. Now, he advises other early-stage CMOs and serves as the marketing VP at crypto platform Argent. Today, he’s sitting down with Max to ta…

Brought to you by our daily financial news show - subscribe here: The Finimize Daily Brief (Spotify), The Finimize Daily Brief (Apple Podcasts). Apple and Meta seemingly put the past behind them to talk about collaborating, while copper prices are starting to fall from their record highs. Today’s stories: Apple Could Integrate One Of Meta’s AI Mode…

Brought to you by our sister show, Generation (Spotify), Generation (Apple Podcasts). So much of what gets labeled as “corporate innovation” is just old ideas in vaguely new wrappers. On today’s Generation Podcast, Max talks to Lex Sokolin, an entrepreneur and economist who understands the difference. He’s at the forefront of the next generation of…

Brought to you by our daily financial news show - subscribe here: The Finimize Daily Brief (Spotify), The Finimize Daily Brief (Apple Podcasts). Revolut is aiming for a valuation of over $40 billion, while birth rates in industrialized economies have more than halved since 1960. Today’s stories: Revolut’s Share Sale Could Value The Fintech Company …

Subscribe to our daily financial news show, The Finimize Daily Brief (Spotify), The Finimize Daily Brief (Apple Podcasts). The Bank of England kept interest rates unchanged, while soaring debt in the European Union added drama to a volatile market. Today’s stories: The Bank Of England Held Interest Rates Steady For The Seventh Time In A Row The Eur…

Brought to you by our daily financial news show, The Finimize Daily Brief (Spotify), The Finimize Daily Brief (Apple Podcasts). The UK beat the US and eurozone to inflation coming in on target, while American carmaker Fisker filed for bankruptcy. Today’s stories: British Inflation Came In Bang On Target For The First Time In Three Years Another EV …

Brought to you by our daily financial news show, The Finimize Daily Brief (Spotify), The Finimize Daily Brief (Apple Podcasts). A major tech ETF is set to load up on Nvidia, at the expense of Apple, while the S&P 500 broke yet another record. Today’s stories: One Of The World’s Most Prominent Tech ETFs Looks Set To Load Up On Nvidia The S&P 500 Bro…

Brought to you by our daily financial news show, The Finimize Daily Brief (Spotify), The Finimize Daily Brief (Apple Podcasts). One in every three global investment dollars is landing in the US, while political turmoil cost Paris its crown as Europe’s biggest stock market. Today’s stories: One In Every Three Global Investment Dollars Is Landing In …