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Innhold levert av Investing, Markets and Money and The Armchair Trader. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Investing, Markets and Money and The Armchair Trader eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.
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Investing, Markets & Money
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Manage series 2806295
Innhold levert av Investing, Markets and Money and The Armchair Trader. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Investing, Markets and Money and The Armchair Trader eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.
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 each 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. Listen on SoundCloud, YouTube or wherever you get your podcasts.
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127 episoder
Merk alt (u)spilt...
Manage series 2806295
Innhold levert av Investing, Markets and Money and The Armchair Trader. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Investing, Markets and Money and The Armchair Trader eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.
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 each 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. Listen on SoundCloud, YouTube or wherever you get your podcasts.
…
continue reading
127 episoder
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Investing, Markets & Money
1 High-yield investing with Martin Connaghan of Murray International Trust | Ep.129 26:46
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26:46Stuart meets Martin Connaghan, co-manager of the Murray International Trust. What happens to the yield when companies suspend dividends? What's the secret to a great dividend yield, and why did the trust invest in Mercedes-Benz? 00:00 Intro to the Murray International Trust 02:21 What the trust invests in 03:51 When companies suspend dividends 06:11 Secret to a great dividend yield 08:17 Emerging markets allocation 11:32 Asia Pacific tech sector growth 14:26 Are Asian stocks consistent dividend payers vs Europe/US stocks? 16:55 Adding Mercedes-Benz to the portfolio 19:49 Macroeconomic factors in stock selection 22:24 Why is the trust rated as defensive?…
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Investing, Markets & Money
1 China's new trade restrictions on battery technology, with Dan Blondal of Nano One | Ep.128 10:54
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10:54In 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/register 00:00 The new China trade restrictions on LFP 01:51 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 One 07:42 Scaling Nano One's technology to meet demand 09:45 LFP is coming!…
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Investing, Markets & Money
1 Finding the next big US technology success story with Baillie Gifford US Growth Trust | Ep.127 26:22
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26:22We 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/register 00:00 Intro to the Baillie Gifford US Growth Trust 03:18 Private companies in the portfolio 06:21 Why large tech companies decide not to IPO 08:12 The Mag7 stocks 10:40 Findind the next Amazon or Nvidia 14:14 Corporate culture and visionary management teams 16:33 Healthcare sector holdings 19:04 Will the new presidency be good for US growth stocks? 21:38 Gary's two favourite stocks…
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1 Picking Asian Stocks with abrdn Asian Income Fund's Yoojeong Oh | Ep.126 33:11
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33:11This 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 Fund 02:36 Dividends in Asia during Covid 04:01 Are there any restrictions on where the trust can invest in Asia? 04:57 Effect of Trump 2.0 on Asian markets 07:21 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 dividends 18:17 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 chaebols 30:41 Yoojeong's favourite companies in the abrdn Asian Income Fund portfolio…
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Investing, Markets & Money
1 Hunting for value stocks with abrdn Equity Income Trust | Ep.125 36:17
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36:17In 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/register If you enjoy the podcast, like and subscribe for more great content. 00:00 Intro to abrdn Equity Income Trust 01:57 Balance between yield and capital growth 05:00 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 yield 12:39 Maximum holdings in any one stock 13:40 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 portfolio 27:13 Imperial Brands - what does Thomas like about it? 31:03 Small caps in the portfolio, e.g. Galliford Try…
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Investing, Markets & Money
1 What is driving Gold and Silver markets? - with WisdomTree's Nitesh Shah | Ep.124 39:56
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39:56On 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/register If you enjoy the podcast, like and subscribe for more great content. 00:00 Gold price drivers and sentiment 04:23 Geopolitical risks for the gold market 10:13 Central bank buying of gold 15:39 Silver market update 21:58 Platinum and palladium market update 28:20 Trading other precious metals, e.g. Rhodium 31:30 How much do ETFs themselves influence the metals markets? 36:40 Seasonal demand for gold…
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Investing, Markets & Money
1 Tackling methane emissions and generating carbon credits with Mohit Gupta | Ep.123 28:21
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28:21Host 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/register If you enjoy the podcast, like and subscribe for more great content. 00:00 Intro to Zefiro 03:18 Scale of the challenge with methane 05:19 Why the focus on a small number of US states? 07:36 The integration of Plants & Goodwin 09:04 US Government cash 10:39 Generating carbon credits 13:38 How do carbon registries work? 15:02 How is the company doing financially? 16:46 About the management team 18:03 Future plans 24:24 Skepticism about carbon credits…
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Investing, Markets & Money
1 Undervalued UK Stocks are incredibly attractive right now - Peter Hewitt | Ep.122 35:22
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35:22Host 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/register If you enjoy the podcast, like and subscribe for more great content. 00:00 Introduction to the Global Managed Portfolio Trust 09:23 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?…
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1 Nano One Materials is attracting deep-pocketed partners says CEO, Dan Blondal | Ep.121 21:50
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21:50Stuart 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 partnership 06:27 How does it contribute to the bottom line? 07:39 Nano One and the US Department of Defense 12:08 Canadian Government funding 13:28 Income from sale of land 15:33 Change of chairman 18:33 Future plans…
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Investing, Markets & Money
1 There are opportunities in oversold smallcap stocks says Aneeka Gupta, WisdomTree | Ep.120 34:17
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34:17We 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/register If 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 stocks 05:08 Opportunities in oversold smallcaps 07:51 US election affecting US stocks 11:42 Emerging Markets getting more interest from investors 17:31 India overheating and red hot IPOs 21:48 Which European Equity sector look strongest? 24:03 Drivers in the Japanese economy 30:07 WisdomTree's view on gold…
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1 Serial billion-dollar company builders with Dennis Higgs of Austin Gold | Ep. 119 18:48
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18:48In 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 Corp 03:56 The Stockade Mountain project 06:59 Lone Mountain and the Carlin Trend 09:20 The gold price and how it affects investor enthusiasm 11:35 What Austin looks for in a new mining project 12:21 Using historic mining data 13:17 The US as a mining jurisdiction 16:31 Austin Gold's financial situation…
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Investing, Markets & Money
1 ARK Invest CEO Cathie Wood on Active ETFs | Ep.118 33:37
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33:37On 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 Wood 04:26 Do index-tracking ETFs really reflect what's happening in the US stockmarket? 11:51 Impact on US stocks of US election results 14:27 Warren Buffett: "What are you gonna do with all of your cash?" 20:26 Federal Reserve rate cuts and effect on US equities 25:06 Artificial Intelligence: how can investors benefit 28:21 The growth of Active ETFs…
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Investing, Markets & Money
1 Fund Manager Dan Higgins explains his approach to listed and unlisted stock selection | Ep.117 39:39
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39:39On the Investing Markets & Money podcast this week, Editor Stuart Fieldhouse chats with Dan Higgins, CIO at Marylebone Partners, to get some insights into the Majedie investment trust and Marylebone's approach to money management. Dan walks Stuart 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.com Disclaimer: 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/register If you enjoy the podcast, like and subscribe for more great content. 00:00 Introduction to Marylebone Partners and Majedie Investments 03:37 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?…
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1 Canada's top 30 stocks - Stuart chats with Robert Peterman of the Toronto Stock Exchange | Ep.116 21:09
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21:09We 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/register If you enjoy the podcast, like and subscribe for more great content. 00:00 What is the TSX30? 03:04 The sectors dominating 2024's TSX30 05:20 Trends to be seen in this year's TSX30 09:33 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…
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1 Investment Trust tips for investors in today's markets with Ryan Lightfoot-Aminoff | Ep.115 26:51
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26:51This 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/register If you enjoy the podcast, like and subscribe for more great content. 00:35 Intro to Kepler 01:22 What is an investment trust's discount? 02:08 The US market and election results 05:11 Concentration risk in the Magnificent Seven stocks 08:03 Managing portfolio risk with investment trusts 11:11 Different reasons why investment trusts have discounts 16:10 Mergers in the trust sector 20:15 Why might it be easier to buy an existing trust rather than launch a new one? 22:09 Advantages of Investment Trusts vs ETFs…
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