Best Investors Chronicle Podcasts (2024)

1
Young’s, conglomerates and the AI split: The Companies and Markets Show 32:25

1h ago32:25

32:25

The latest IC Companies and Markets podcast kicks off with a look at two pubcos hoping to benefit from an upturn in the weather and a summer of sport. Christopher Akers joins the show to examine recent results from Young’s (YNGN) and Fuller, Smith & Turner (FSTA) and asks what the future has in store. Jennifer Johnson then discusses this week’s IC …

1
We’re at the early stages of a UK equity surge: Guy Anderson of Mercantile Trust 41:01

2d ago41:01

41:01

Guy Anderson, fund manager of Mercantile Trust, joins Val Cipriani on the latest IC Interviews podcast. The trust is run by JP Morgan and is built on a bottom-up approach, focusing on quality UK mid-caps with strong cash flows that will accumulate dividends over time. In this episode, the two discuss the drivers behind the trust’s success and inves…

1
Gold, election tax plans & Halma: The Companies and Markets Show 34:05

6d ago34:05

34:05

This week’s podcast begins with Alex Hamer discussing our latest cover feature on the rise of gold and to a lesser extent copper prices. Alex outlines the drivers of these price moves and highlights a variety of companies seeking to take advantage of these trends. Then, in a week when the biggest UK political parties all published their general ele…

1
Hollywood Bowl’s success & National Grid’s £7bn equity raise: The Companies and Markets Show 35:20

13d ago35:20

35:20

Jennifer Johnson begins this week’s podcast by discussing Hollywood Bowl’s (BOWL) results. Jennifer, Dan and Julian weigh in on the company’s successes and growth prospects, the factors underpinning its dividend prospects, and its current valuation case. National Grid (NG.) is next on the roster. Alex Hamer shares how the electricity giant surprise…

1
‘We’re investors, we’re not supposed to mimic benchmarks’: Cathie Wood of Ark Invest 52:03

16d ago52:03

52:03

Known for her ‘active ETF’s’ enormous returns during the pandemic, thanks to big bets on the likes of Zoom and Tesla, Cathie Wood is synonymous with bold investing. But, while she has many accolades, her style and bold takes have not gone without criticism. The fund’s performance has been mixed, witnessing huge swings up and down since its inceptio…

1
Takeovers, activists & AI vs the media: The Companies and Markets Show 23:31

20d ago23:31

23:31

Mark Robinson leads this week’s discussion, beginning with the chaotic week for takeovers, including all the Anglo-BHP drama and Royal Mail owner International Distribution Services’s (IDS) £3.5bn deal. It then moves on to activist investors, discussing Dave Baxter’s article on their role in investment trusts over the past 12 months and whether or …

1
Climate Volatility: From Green Swans to Antifragility | Managing Climate Stress-tests and Financial Risk 20:59

22d ago20:59

20:59

Abraham Lincoln once said, “By failing to prepare, you are preparing to fail”. So why do well-known risk managements models fail to predict major events? Is it possible to know when and where the next crisis will come from? And how can we be better prepared? In this episode of 2050 Investors, host Kokou Agbo-Bloua explores the theory of Black Swans…

1
A business on the right side of history: Lee and the IC 43:45

23d ago43:45

43:45

In this episode, Alex and Lord Lee are joined by the chief executive of a company that some have aptly called ‘a John Lee stock’. Louis Hall, founder and CEO of the software solutions company Cerillion has plenty of skin in the game, a quality Lord Lee holds in high accord and has led him to successful investments. Listen to the episode to hear the…

1
Building the ideal portfolio & Experian: The Companies and Markets Show 38:38

1M ago38:38

38:38

We kick off this episode with Julian Hofmann, who gives the rundown on credit data company Experian (EXPN). Whether you’ve checked your credit score on the site or saw television adverts in the early 2010s, you will have heard about the company. Its recent results were very well received and the share price subsequently shot up, but how is the over…

1
Cause and Affect With Dr. Uzi Moses 42:05

1M ago42:05

42:05

🎙️ Join me on the Influencer Mindset Podcast as we dive deep into the fascinating topic of cause and effect! Discover the wisdom behind this fundamental principle of life and learn how to harness it to engineer the life you desire. We'll explore scientific evidence and spiritual insights, unraveling the mysteries of why things happen the way they d…

1
How interest rates can affect mid-caps & Wood Group’s trading update: The Companies and Markets Show 43:24

1M ago43:24

43:24

We begin this week’s chat with deputy companies editor Michael Fahy who runs through the history and new developments at tech solutions company Filtronic (FTC). Having signed a deal matching its total revenue last year, Michael unpacks the potential prospects for the business. On the day the Bank of England announced it would keep interest rates on…

1
‘Ignore the oil price – energy stocks are still great value’: Ian Lance of Temple Bar Investment Trust 26:57

2M ago26:57

26:57

The latest episode of The IC Interviews features Ian Lance, co-manager of Temple Bar Investment Trust alongside Nick Purves, who together have more than five decades of experience. The duo focus on undervalued UK shares and are adept at avoiding value traps. In this episode, Dave and Ian discuss the possibility of a UK re-rating, the sectors most a…

1
Unilever, Trainline & national champions: The Companies and Markets Show 32:25

2M ago32:25

32:25

Are you paying £5 for a coffee? £4 for mayonnaise? With food and drink inflation still on the rise, the IC team asks whether consumer goods companies are reaching the limits of what they can charge households. Jennifer Johnson discusses the latest trading update from Unilever (ULVR) as well as its spin-off plans, and examines figures from US consum…

1
How young investors can learn their trade: Lee and the IC 45:47

2M ago45:47

45:47

Much of what has been covered in Lee and the IC episodes is about financial literacy and in this episode, Alex and John take a step further by hosting three members from the Renaissance Foundation, a specialist London-based youth charity. The foundation, among its other aims, hopes to bring financial literacy to young people who otherwise may not h…

1
BHP’s bid for Anglo & investors’ biggest mistakes: The Companies and Markets Show 34:36

2M ago34:36

34:36

On the day of the announcement mining giant BHP offered a whopping £31bn for Anglo American, Mark Robinson runs us through the thinking behind the deal, the impact South Africa’s upcoming election may have on Anglo’s assets, and whether this is just the beginning of negotiations. Jemma Slingo takes the hot seat to discuss this week’s cover feature,…

1
CFC 393- A New Approach to Real Estate Investing with Kira Golden and Katie Jansen 40:47

2M ago40:47

40:47

In this episode, Jonny is joined by two incredible women, Kira Golden and Katie Jansen of Direct Source Wealth. They discuss why it's so important to find trusted professionals when it comes to your investment journey. They discuss how Direct Source Wealth, is the distinctive vehicle spearheaded by Kira Golden. Its affiliate companies; Direct Sourc…

1
Fundsmith’s fate, industrial metals, & Asos: The Companies and Markets Show 35:31

2M ago35:31

35:31

We begin this week's episode with a rundown of industrial metal price movements. From copper’s boom, Russian sanctions and the price of gold, our commodities correspondent Alex Hamer reveals what investors need to know on all things metal. A change in fate has swept across one of the UK’s most well-known and loved funds: Fundsmith Equity. It has no…

1
The Workout Options with Julia Iden 53:12

2M ago53:12

53:12

Facing foreclosure can feel like standing on the edge of a cliff, but with the right guidance, there's a path back to solid ground. This week, Julia Iden from Advanced Mortgage Education joins us to illuminate that path, revealing the workout options that can either anchor you to your beloved home or provide a parachute for a controlled descent. We…

1
British bargains & heritage brands: The Companies and Markets Show 36:51

2M ago36:51

36:51

We begin with Julian Hofmann, whose latest article covers the companies left behind as doom and gloom takes hold of the British market. Many investors have been turning their noses up at British stocks but Julian says there is still value to be found. He touches on some of these, such as furniture brand DFS, and how investors can calculate a share’…

1
CFC 392- 2 YEAR Anniversary! 10:40

2M ago10:40

10:40

Today is a very special episode! Today, April 11th marks 2 years of The Cash Flow Chronicles! What an amazing journey it's been, with many more to come. In this episode, Jonny reflects on the 2 years and shares some wisdom that he's learned Connect with Jonny! Cattani Capital Group: https://cattanicapitalgroup.com/ Invest with us: invest@cattanicap…

1
Solo Parenting Secrets with Aviram Ezra. 1:06:42

2M ago1:06:42

1:06:42

Hey everyone! Are you ready for some real talk about single parenting? Join me on the latest episode of *The Influencer Mindset* as I sit down with Aviram, a single dad, ketogenic enthusiast, and fitness guru, to dive deep into the world of single parenthood. We're sharing our personal journeys, insights, and practical tips to help single parents, …

1
Grey Matters and the Economics of Ageing (ft. Wei Yao, Head of Research & Chief Economist for APAC at Societe Generale) | Silver Economy 26:41

2M ago26:41

26:41

The Chinese have a saying, 'A peaceful life has nothing to do with the passage of time'. This sound reminder points to the importance of enjoying life regardless of age. After all, age is just a number, right? Ageing has become a topical issue in the mainstream recently as experts warn of the incoming 'Silver Avalanche', which has already swept Eur…

1
‘It’s exciting in the investment trust sphere': Joe Bauernfreund of AVI 31:19

2M ago31:19

31:19

Joe Bauernfreund and value investing are nearly synonymous. The veteran manager runs the AVI Global Trust and AVI Japan Opportunity Trust, and has responsibility for all AVI’s investment decisions as the CEO and CIO. His £1bn global stocks fund scours the world for the best companies but whose shares stand at a discount to the value of their underl…

1
Tesla woes, travel’s rebound & investing during rate cuts: The Companies and Markets Show 31:47

3M ago31:47

31:47

We begin with one of the biggest names in the EV game: Tesla (TSLA). Shares are down by a third this year and Mark Robinson discusses what has caused this slump. Competition from China’s BYD certainly poses a threat but diminishing trust and popularity are also at play. Next, the author of our cover feature this week, Christopher Akers, shares his …

1
Chassidus Unpacked with Dr. Elad Ben Elul. 57:06

3M ago57:06

57:06

Get ready to dive deep into the world of anthropology, Kabbalah, and Chassidus as we sit down with Dr. Elad Ben Elul, a renowned author and teacher from Israel. Dr. Elul's journey took a remarkable turn when he discovered Rabbi Manis Friedman on YouTube, leading him to embrace Jewish wisdom and become a devoted follower of Chassidic teachings, part…

1
Britain’s top-rated funds & Fevertree: The Companies and Markets Show 31:37

3M ago31:37

31:37

Mark Robinson hosts this week’s episode and begins with a rundown of the latest news in the financial world, from Donald Trump’s Trust Social listing to the Bank of England’s warning on private equity bubbles. This week’s cover feature on Britain’s top-rated funds is up first. Dave Baxter shares what readers can expect from the article, including t…

1
Navigating the Storm of Foreclosure: Expert Insights with Julia Iden 46:08

3M ago46:08

46:08

As the tides of financial struggle rise, many homeowners find themselves gasping for air in the choppy waters of foreclosure. That's where Julia Iden steps in, like a seasoned lifeguard, to help distressed property owners navigate the storm. With over thirty years of lending industry expertise, our guest on the podcast, the esteemed president of Ad…

1
‘Cultural attitudes around investing need to change’: Lee and the IC 41:24

3M ago41:24

41:24

Alex and Lord Lee have reunited for the seventh episode of Lee and the IC, two weeks on from Jeremy Hunt’s Spring Budget. The announcement of a British Isa could shake up the UK’s private investing landscape so the pair begin by mulling over the practicality of the tax shelter and how future governments can improve the public’s attitudes towards in…

1
Vodafone’s fortunes & UK’s tech stocks: The Companies and Markets Show 36:01

3M ago36:01

36:01

We begin this week’s episode discussing specialist engineering company Dowlais (DWL) which has found itself making a considerable £450mn operating loss. Mark Robinson shares his thoughts on the business's health since the spin-off from Melrose and debates the effect the EV transition will have on the company. Dan Jones then stops asking the questio…

1
CFC 391: What is a Cash Flow Investor? 32:34

3M ago32:34

32:34

In this episode, Jonny explains what a cash flow investor is! He breaks down the difference between investing for cash flow and getting cash flow from an investment. He also dives into the tax incentives available in passive investing and why they are so important when investing, and how they can be so advantageous to not only making more, but keep…

1
'We should redefine what a recession is': Abby Glennie of Abrdn UK Smaller Companies fund 47:59

3M ago47:59

47:59

In the latest episode of the IC Interviews, Dan Jones hosts Abby Glennie, deputy head of smaller companies and co-manager of UK smaller companies strategies at Abrdn. As part of Abrdn, Glennie has been pivotal in the world of domestic small-cap shares. In the show, the pair discuss some of the Abrdn UK Smaller Companies fund's holdings, including B…

1
The Possible You with Yom Tov Glaser. 1:00:10

3M ago1:00:10

1:00:10

Get ready for an unforgettable episode of the Influencer Mindset podcast as we dive deep into the transformative power of Torah wisdom with Rabbi Yom Tov Glaser, the mastermind behind The Possible You seminar. Join us as we explore how ancient teachings can unleash your full potential in the modern world. 🔥 Discover the secrets to aligning your spi…

1
The Isa Special 2024: The Companies and Markets Show 40:31

3M ago40:31

40:31

We begin this week’s episode with TP Icap, the interdealer broker. Julian Hofmann reports on the figures that came out recently, and he and Dan discuss the divisions driving performance, its electronic trading push and the business's valuation. Val Cipriani, author of this week’s cover feature the IC’s guide to Isas 2024, then runs us through the i…

1
The Emotional Voyage of Foreclosure: Navigating Grief and Reclaiming Hope with Expert Insight 23:55

3M ago23:55

23:55

When the threat of foreclosure loomed over my life, the emotional riptide was overwhelming, but it's a tale I now bravely share to light the path for others in similar straits. With the compassionate guidance of Keturah Beckham, a seasoned clinical social worker, we dissect the seldom-spoken emotional journey that trails the loss of one's home. Fro…

1
CFC 390: Understanding Preferred Equity with Deepa Akula 32:33

3M ago32:33

32:33

In this episode, Jonny chats with Deepa Akula, a mechanical and aerospace engineer turned Real Estate Investor. Deepa breaks down different ways to save deals that may be in trouble due to floating rate or bridge debt. Together they take a deep dive into Preferred Equity (Pref Equity) and Mezzanine Debt, and how they can be used to recapitalize an …

1
The Budget explained & the importance of dividends: The Companies and Markets Show 45:14

4M ago45:14

45:14

The chancellor Jeremy Hunt unveiled his Spring Budget and so we begin with economics expert Hermione Taylor unpacking all the major announcements. She explains what it could mean for the upcoming election and the impact on the country’s finances. The team also weigh in on the new British Isa – something that has divided the investing world. The Bud…

1
CFC 389: Creative Financing Strategies with Chris Prefontaine 29:01

4M ago29:01

29:01

In this episode, Jonny speaks with creative financing expert, Chris Prefontaine. Together they deep into how Chris and his team have been able to transact over $100 million in real estate using creative financing! Find out why economic conditions do not matter when you know how to find the right deals and talk to sellers to uncover what they really…

1
‘It’s the valuation that matters, not the share price’: Laura Foll of Janus Henderson Investors 39:07

4M ago39:07

39:07

Foll currently works as a portfolio manager on the Global Equity Income Team at the Janus Henderson Investors fund, where she has held the position for 10 years. In the episode, the pair discuss where the team tends to focus when stocks don’t pay dividends, the compelling opportunities in the UK market, some of the specific stocks the fund currentl…

1
The power of consumer staples & the UK’s appetite for M&A: The Companies and Markets Show 35:15

4M ago35:15

35:15

In this week’s podcast we begin with our cover feature on companies with brand power. We unpack why consumer staples are under pressure, the competitiveness of consumer health and share the story of how Sensodyne toothpaste became a staple product. As company results season is in full swing, we pivot only slightly to two consumer brands that have r…

1
From Yeshiva to Shaman with Oriya Pollak 1:11:08

4M ago1:11:08

1:11:08

In this week's installment, we dive deep into the captivating journey of Oriya Pollak – from his roots in Yeshiva to embracing the path of a Shaman. 🌈 Get ready for a unique exploration into spirituality, transformation, and the convergence of ancient wisdom with modern influence. Oriya, with over 15 years of experience, unfolds his story from the …

1
Carbon Bounty Hunting: From Stardust to the Notorious C.O.2 (ft. Eric Schoumsky) | Carbon Taxes, Credits, and Markets 24:28

4M ago24:28

24:28

Strap on your boots, don your hats, grab your pitchforks and mangroves, because we are going carbon hunting! Although carbon dioxide makes up a measly 0.04% of our atmosphere or 421 parts per million (ppm), it is about double the average concentration seen over the past 3 million years. All of this extra carbon dioxide accumulated since the pre-ind…

1
Meeting a CEO: Lee and the IC 44:34

4M ago44:34

44:34

In the sixth episode of Lee and the IC, Alex and Lord Lee are joined by Miles Adcock, chief executive of computing product manufacturer Concurrent Technologies. The trio discuss the background of Concurrent, a favoured holding in Lord Lee’s portfolio, when Lord Lee began investing in it, how both he and Adcock view the company’s prospects amid curr…

1
Sailing Through Foreclosure A Guide to the Four Stages 14:48

4M ago14:48

14:48

Navigating the stormy seas of foreclosure can be harrowing, but fear not, for I, Amy Ellis, have charted a course that will bring you safely to shore. Tune in as we journey through the four stages of foreclosure, providing you with the compass and map needed to steer clear of the rocks of despair. No jargon, no sugar-coating—just actionable advice …

1
Capitalising on AI and data & the Rolls Royce turnaround: The Companies and Markets Show 36:53

4M ago36:53

36:53

We begin with Julian Hoffman who delves into the details of recently published banking results. He explains what was hidden inside Barclays’ results and whether it can afford its £10bn payout to shareholders. Julian and Dan also discuss HSBC’s impairments and NatWest’s dividend. Val Cipriani has written this week’s cover feature on taking advantage…

1
To Win a War With Rabbi Manis Friedman 1:09:24

4M ago1:09:24

1:09:24

Welcome to another compelling episode of the Influencer Mindset Podcast! I'm your host, Uzi Moses, and today, we have the honor of hosting the renowned Rabbi Manis Freidman, widely regarded as the number one Rabbi on YouTube. He's here to discuss his latest book, "To Win a War," launching tomorrow. This insightful work delves into the current chall…

1
‘Dividends are a good way to check if CEOs are too optimistic’: Fund manager Daniel Peris of Federated Hermes 48:08

4M ago48:08

48:08

In the latest episode of the IC Interviews podcast, Daniel Peris, a senior portfolio manager at Federated Hermes, discusses his new book, The Ownership Dividend, with IC associate editor Alex Newman. The two discuss: The backstory of The Ownership Dividend (what happens when interest rates go down for 40 years and what happens to investors when tha…

1
CFC 388: What is Bonus Depreciation? 33:35

4M ago33:35

33:35

In this episode, Jonny breaks down a key component of passive investing, BONUS DEPRECIATION. He covers the laws and legislation around bonus depreciation. He answers questions such as: What is bonus depreciation? How is it derived? How is it used? What it means for investors moving forward If you've been wanting to understand bonus depreciation and…

1
CFC 387: Breaking down the Inflation Report 26:25

4M ago26:25

26:25

In this episode, Jonny breaks down the latest inflation report and the Fed's announcement regarding interest rates. He also covers: What is the latest CPI report? What is core inflation? What are economists predicting for 2024? What does this all mean for investors? And so much more! Connect with Jonny! Cattani Capital Group: https://cattanicapital…

1
Selling shares and Relx’s £1bn buyback: The Companies and Markets Show 28:12

4M ago28:12

28:12

We begin this week’s episode with Jemma Slingo who covers top-10 FTSE data and analytics company Relx (REL). Jemma walks listeners through the company’s growth, its latest buyback news, and the issues it has faced with universities. Knowing when to sell their shares is a common question investors ask and this week, Alpha editor James Norrington lay…

1
Making Torah Cool Again: A Conversation with Nili Salem and Uzi Moses 49:45

4M ago49:45

49:45

🌟 Join us for an enlightening conversation as Nili Salem and Uzi Moses delve into the exciting journey of making Torah cool again! 🌟 In this podcast episode, our dynamic guests share their unique perspectives on infusing modern relevance into ancient teachings. Discover how they bridge the gap between tradition and the contemporary world, making To…

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