Best Russell Napier Podcasts (2024)

1
Media and the Markets with Christian May 35:06

1d ago35:06

35:06

In this episode of the Why Invest? podcast, hosts James Carter and Luke Hyde-Smith welcome Christian May, a media and communications expert with a notable background in journalism and corporate affairs. Christian shares his unexpected journey into journalism, his experiences as editor-in-chief of City AM, and insights into the evolution of media co…

1
Green investment and rewilding with Ben Goldsmith 37:43

15d ago37:43

37:43

In this episode Luke Hyde-Smith is joined by author, investor, and leading environmentalist, Ben Goldsmith. They discuss Ben's career, how he founded one of the early sustainability focused investment managers, WHEB Asset Management, then launched a dedicated green themed investment company, Menhaden Capital. Ben shares his passion for rewilding, e…

1
EP 26: The Rise Of Carry (with Tim Lee & Kevin Coldiron) 43:13

16d ago43:13

43:13

Russell Napier revisits a book that slipped out during the pandemic crisis but does, he believe, deserve considerable attention. Listen to him quizzing Tim Lee and Kevin Coldiron, two of the authors of The Rise of Carry: The Dangerous Consequences of Volatility Suppression and the New Financial Order of Decaying Growth and Recurring Crisis. •The Li…

1
Making sense of markets with Bill Blain 30:18

29d ago30:18

30:18

In this episode hosts Luke Hyde-Smith and James Carter interview Bill Blain, renowned investor, author, and professor known for his daily newsletter ‘Blain's Morning Porridge.’ The discussion covers a range of topics, including Bill's market mantras, his views on Tesla, Bitcoin, and the importance of political competency in economic stability. They…

1
Prashant Khemka of White Oak Capital: Unlocking India's Investment Potential 37:45

1M ago37:45

37:45

In this episode Luke Hyde-Smith is joined by Prashant Khemka, Founder and Chief Investment Officer of White Oak Capital Management. White Oak was founded in 2017 and has grown to be the largest independent manager of Indian equities, with over $8,000,000 of assets under management. Prashant explains White Oak's investment philosophy, emphasising a …

1
An Interview with Nick Jefferson: Founder and CEO of Wylde Market 29:36

2M ago29:36

29:36

In this episode Alexandra Buchan-Heelas and Tom Savile are joined by Nick Jefferson, Founder and CEO of Wylde Market, an online farmer’s market that delivers groceries to your door. They discuss the flaws in traditional food distribution systems and the exploitation of farmers by large supermarkets. Nick highlights his company's approach: an online…

1
50- We Woke Up In A Puddle (The Pinnacles, Paihia, Russell, & Kerikeri, New Zealand) 35:19

2M ago35:19

35:19

Featuring Makaella Caruth, Brooke & Makaella dive into details from their backpacking trip from two years ago! Stories consist of being delulu, a makeshift tent, singing to teens, and much more! Click to listen in on their convos. --- Support this podcast: https://podcasters.spotify.com/pod/show/brooke-seals/support…

1
A deep dive into the UK equity market with Victoria Stevens and Tineke Frikkee 38:19

2M ago38:19

38:19

In this episode Luke Hyde-Smith is joined by Victoria Stevens, UK Equity Fund Manager at Liontrust and Tineke Frikkee, Head of UK Equity Research at Waverton. They discuss their careers to date, challenges of the UK equity market, and perspectives on investing and managing UK equity funds. They explain the impact of Brexit, political instability an…

1
EP 25: What I Learned This Week (with Kiril Sokoloff) 38:27

2M ago38:27

38:27

For 40 years, Kiril Sokoloff, the founder of 13D Research & Strategy, has been picking some of the biggest turning points in financial markets. And, in 2001, he launched 'What I Learned This Week' – a must-read for anyone in the investment community. In this interview with Russell Napier, Kiril shares some of the insights he has gleaned across a lo…

1
An Interview with Andy Scanlon: Co-Founder and CEO of VR Entertainment Ltd 15:51

3M ago15:51

15:51

In this episode we are joined by Andy Scanlon, Co-Founder and CEO of VR Entertainment Ltd, the UK and Ireland franchise for technology company, Sandbox VR. After a morning fighting zombies at the Sandbox venue in London, Andy sits down with host Tom Saville to discuss the growing trend of competitive socialising and the VR industry. Passionate abou…

1
49- The Party Gal Can't Hang (Rotorua & Hot Water Beach, New Zealand) 28:39

3M ago28:39

28:39

In this episode, Brooke talks about defeating her fear of zorbing, weird vibes at the sports bar, stingy people with tiny shovels, and so much more... click to listen ;) --- Support this podcast: https://podcasters.spotify.com/pod/show/brooke-seals/support

1
An Interview with Chris Watling: CEO and Chief Market Strategist at Longview Economics 32:31

3M ago32:31

32:31

In this episode we are joined by Chris Watling, CEO and Chief Market Strategist at Longview Economics. Chris founded the firm in 2003 as an independent asset allocation and trading advisory firm. Chris discusses his career to date and why he left the security of a large firm to launch his own business. We look at his successful track record, what h…

1
EP 24: Investing in US Financial History (with Mark J Higgins) 46:06

3M ago46:06

46:06

Russell Napier and Mark J Higgins explore some of the lessons to be learned from Mark's latest book, Investing in US Financial History: Understanding the Past to Forecast the Future. The book opens with Alexander Hamilton’s financial programmes of 1790 and ends with the Federal Reserve’s battle with inflation in 2023 – and Russell welcomes the valu…

1
48- We Met At A Dojo, Dontcha Know? (Waitomo & Raglan, New Zealand) 18:31

4M ago18:31

18:31

In this episode, Brooke talks about loosing her debit card, going to a dojo with a stranger, and jamming out in a hostel parking lot. --- Support this podcast: https://podcasters.spotify.com/pod/show/brooke-seals/support

1
An Interview with Professor Russell Napier: Understanding global monetary systems 48:42

4M ago48:42

48:42

This episode we have the pleasure of interviewing Professor Russell Napier, an independent financial market strategist, researcher and author specialising in issues impacting global equity markets. Amongst a long list of accolades, Russell co-founded ERIC, an online investment research platform and The Library of Mistakes, a non-profit library spec…

1
Private vs Public Assets: Part Two with Hartley Rogers, Executive Co-Chairman of Hamilton Lane 52:26

4M ago52:26

52:26

In this two-part mini-series, we are joined by two giants of the investment world to argue the merits of opportunities across public listed equity markets and the growing universe of unquoted private assets. This episode Hartley Rogers, Executive Co-Chairman of Hamilton Lane outlines his progression and experience in the industry to date. He explor…

1
Your questions answered: Mortgage rates, inflation, and market dynamics 16:35

5M ago16:35

16:35

In this episode, we are joined by Jeff Keen, Head of Fixed Income at Waverton. A veteran of bond markets, Jeff is the lead manager of the Waverton Sterling Bond Fund and Global Strategic Bond Fund but may be best known for his Masters Golf competition, The Jeff Keen Charity Challenge, which over the years has raised over £50,000 for charity. Switch…

1
47- Burnt Broke Backpacker Sammiches (Tongariro & Taranaki, New Zealand) 24:33

5M ago24:33

24:33

In this episode Brooke talks about rock climbing, overly hot burners, and not fitting in with the posh folks. --- Support this podcast: https://podcasters.spotify.com/pod/show/brooke-seals/support

1
EP 23: Boom and Bust (with William Quinn & John D. Turner) 39:30

5M ago39:30

39:30

In an appetising taster of our Weekend of Mistakes at Hay Castle on 1-3 March 2024, Russell Napier is joined by the authors of Boom And Bust, William Quinn & John D. Turner, to discuss their fascinating global history of financial bubbles. William will also be joining Russell at Hay Castle for a session called The Madness Of Crowds. If you're acces…

1
Private vs Public Assets: Part One with Antti Ilmanen, AQR Capital Management 35:00

5M ago35:00

35:00

In this two-part mini-series, we are joined by two giants of the investment world to argue the merits of opportunities across public listed equity markets and the growing universe of unquoted private assets. This episode Antti Ilmanen, author and Global Co-Head of the Portfolio Solutions Group at AQR Capital Management, joins us to contend why the …

1
46- Weird Ass Backpacking (Wellington & Napier, New Zealand) 30:52

5M ago30:52

30:52

In this episode, Brooke talks about struggling to find hostels, booking an Airbnb with a family, and debating rock climbing in a falling rocks zone- wild times. --- Support this podcast: https://podcasters.spotify.com/pod/show/brooke-seals/support

1
45- When You Gotta Go, You Gotta Go (Dunedin, New Zealand) 22:53

5M ago22:53

22:53

In this episode, Brooke makes a come back after nearly a year of taking a break from podcasting. She starts her new journey talking about the last city that she did in New Zealand; Dunedin. This episode includes stories of paying for a booked up hostel, watching the All Blacks rugby team without knowing an ounce of rugby knowledge, and pooping amon…

1
An Interview with Stefan Rheinwald: The evolving landscape of Japanese equities 18:04

6M ago18:04

18:04

In this episode Stefan Rheinwald, Head of Equity Research at Waverton, dives into Japan's market evolution post the 1980s bubble burst. He examines corporate governance improvements, shareholder value focus, and the importance of selective stock picking in a historically challenging market. Stefan discusses Japan's role in global trends such as art…

1
An Interview with Bill Dinning: The race to become President of the USA 26:15

6M ago26:15

26:15

Join Portfolio Managers James Carter and Alexandra Buchan-Heelas as they discuss the race to be the next leader of the free world with Bill Dinning, Chief Investment Officer at Waverton. They discuss points of contention that divide the country and topics such as geopolitics, economics and if there really could be a second coming of Trump. For more…

1
EP 22: Humanomics (with Professor Deidre McCloskey) 56:01

7M ago56:01

56:01

Welcome to this special episode – a lecture by Professor Deirdre McCloskey recorded at the University of Edinburgh. With great humour and wisdom, Professor McCloskey discusses Humanomics, her attempt to eradicate (or at least reduce) the role of mathematics in economics. She also explores the Market Mind Hypothesis, a new approach to the understand…

1
An Interview with Alena Isakova: Navigating Investment in China 29:41

7M ago29:41

29:41

Join Portfolio Managers James Carter and Alexandra Buchan-Heelas on their voyage to China with Alena Isakova, Lead Manager of the Waverton Asia Pacific Fund. They explore key themes shaping the region, and Alena shares what she believes to be the most compelling investment opportunities as we head into 2024. For more information on any of the topic…

1
EP 21: War and Gold (with Kwasi Kwarteng) 39:49

7M ago39:49

39:49

Financial historian and former Chancellor of the Exchequer Kwasi Kwarteng discusses War And Gold, his 500-year review of 'empires, adventures and debt'. In conversation with Russell Napier, he also looks back on the fallout from the 'fiscal statement' of September 2022 and the power of the bond markets. (The Library of Mistakes runs an outstanding …

1
An Interview with Jonathan Maxwell: Exploring Energy Efficiency 47:44

7M ago47:44

47:44

Join Luke Hyde-Smith, new host and Co-Head of Multi-Asset Strategies at Waverton, in an enlightening conversation with Jonathan Maxwell, the visionary founder of Sustainable Development Capital. In this episode, they delve into the critical role of energy efficiency in realizing our net zero ambitions. Jonathan shares knowledge from his book, "The …

1
EP 20: The Market Mind Hypothesis (with Patrick Schotanus) 1:13:27

7M ago1:13:27

1:13:27

Welcome to a special, extended episode recorded live at the Library of Mistakes on 15 November 2023. Cognitive economist and investment 'pracademic' Patrick Schotanus discusses his important new book The Market Mind Hypothesis, with an introduction from Russell Napier. Drawing on the thinking of Adam Smith, The Market Mind Hypothesis touches on key…

1
Season 2: Episode 1 – The Handover 18:22

8M ago18:22

18:22

After three successful years hosting Why Invest? Douglas Barnett hands over the reigns to our four new hosts: Alexandra Buchan-Heelas, James Carter, Luke Hyde-Smith, and Tom Saville. In this episode Doug introduces each host and we discover their plans for Series 2. This podcast is issued by Waverton Investment Management Limited, 16 Babmaes Street…

1
EP 19: Behind the Balance Sheet (with Stephen Clapham) 40:04

8M ago40:04

40:04

Stephen Clapham joins Russell Napier to discuss the clues and warnings that are often hiding in plain sight within the pages of a company's accounts – and yet are all too often missed by investors and journalists. Steve is the author of The Smart Money Method, and the creator of the Behind The Balance Sheet podcast and the popular online training c…

1
EP 18: The Millionaires' Factory (with Joyce Moullakis & Chris Wright) 42:14

9M ago42:14

42:14

Hear the authors of the Millionaires' Factory reveal the inside of story of how Macquarie Bank became a global giant – a fascinating tale which also reflects the profound changes to have taken place across the financial world since 1974. Joyce and Chris are interviewed by Russell Napier, Keeper of the Library of Mistakes, who explores how the story…

1
Ep 17: The Strange Case of Arif Naqvi (with Simon Clark – Live at the Library of Mistakes) 1:09:23

10M ago1:09:23

1:09:23

Welcome to a special bonus episode, in which we hear a live talk from Simon Clark recorded at the Library of Mistakes on 20 September 2023. Together with Will Louch, Simon is co-author of The Key Man, a fascinating exposé of Arif Naqvi, the disgraced founder of the Dubai-based Abraaj Group. Naqvi was arrested in 2019 on charges of money laundering …

1
Sheena Sumner: Founder of Wonderluxe Travel 24:19

11M ago24:19

24:19

In this episode we are joined by Sheena Sumner, an incredibly resilient entrepreneur who is the founder of Wonderluxe Travel, an end to end bespoke luxury travel company. Establishing Wonderluxe in 2019 was a significant challenge for Sheena as it coincided with the COVID pandemic which struck in early 2020, making it an especially daunting time to…

1
James Kilpatrick: Chair of Gravitilab 23:06

12M ago23:06

23:06

In this episode we are joined by serial entrepreneur James Kilpatrick, Chair of Gravitilab. Founded in 2018, Gravitilab is a fascinating business that offers space as a service. Their mission statement is to democratise access to Microgravity and space environments. In addressing this challenge Gravitilab aim to make Space more sustainable by signi…

1
Ep 16: How Private Equity is Plundering America (with Brendan Ballou) 33:13

12M ago33:13

33:13

With a skull and crossbones on the cover, and the title of Plunder: Private Equity's Plan to Pillage America, Brendan Ballou's debut book pulls no punches over the perceived greed and ineptitude of many of America's private equity firms – and the damage they are causing to the economy and society. All the more surprising then that the author is nei…

1
Ross MacLeod and Paris Jordan: Responsible Stewardship and Sustainability 21:02

1y ago21:02

21:02

From 30 June – 2 July Waverton will be exhibiting at The Game & Wildlife Conservation Trust (GWCT) Scottish Game Fair. This is a celebration of the countryside, conservation and the great outdoors and we are thrilled to have Ross Macleod, Head of Policy in Scotland at GWCT and Paris Jordan, Senior Multi-Asset Analyst at Waverton, join us to talk ab…

1
Ep 15: Controlling Credit (with Eric Monnet) 44:59

1y ago44:59

44:59

Want to learn about monetary policy without interest rates, and how we may be going back to the future? These questions, and many more, are explored as Russell Napier meets up with Eric Monnet, former senior economist at the Banque de France and now Professor of Economic History at the Paris School of Economics. Eric takes us on a journey through t…

1
Lady Louise Vaughan: Chair of the Women of the Year Lunch 19:48

1y ago19:48

19:48

In this episode we are joined by Lady Louise Vaughan, Chair of the Women of the Year Lunch. In 1955 Lady Lothian founded the Women of the Year Lunch. Her aim was to host a lunch where women could be recognised and celebrated for their achievements, but also network with and learn from each other. Nearly 70 years on, the annual lunch is still going …

1
Anthony Kingsley: Founding Partner of Findlay Park Partners 22:22

1y ago22:22

22:22

In this episode we are joined by Anthony Kingsley, Chief Investment Officer and one of the founding members of Findlay Park Partners, an independent investment partnership based in London. We discuss his career, what drew him to the world of investments and the philosophy and rigorous investment process they implemented at Findlay Park Partners. An…

1
Cyril Lutterodt: Founder of Black Seed 24:49

1y ago24:49

24:49

In this episode we are joined by Cyril Lutterodt, founder and managing partner of the Brixton based seed fund management company, community and coworking space, Black Seed. We discuss how Cyril started his career, his time in the US, the purpose of Black Seed and what the future holds with his global ambitions. Cyril introduces Doug to the Venture …

1
Anne McElvoy: Journalist, Author and Podcaster 39:10

1y ago39:10

39:10

In this episode we are joined by Anne McElvoy who has had a fascinating career as a journalist, author and most recently Head of Podcasting at POLITICO Europe. We discuss the interplay between politics and journalism, and Anne tells us how she spent the formative years of her career trying to get in to East Germany at a time when most were trying t…

1
Will Butler-Adams: CEO of Brompton Bicycle 28:15

1+ y ago28:15

28:15

In this episode we are joined by Will Butler-Adams, Chief Executive Officer of Brompton Bicycle. The story behind the business is an interesting one which dates back 50 years to when Andrew Ritchie was in his flat overlooking the Brompton oratory. He believed there was a better way to move around the city. Wind forward to today, the business is unr…

1
Ep 14: Geopolitical Alpha (with Marko Papic) 38:54

1+ y ago38:54

38:54

Marko Papic, author of Geopolitical Alpha, joins our Keeper Russell Napier to discuss his investment framework for predicting the future. In a world where geopolitical tensions are ever more influential, Marko is one of the few people with an investment background writing about the impact we can expect them to have. And as someone who grew up in Yu…

1
Tanya Tracey: CEO at GAIN 20:52

1+ y ago20:52

20:52

In this episode we are joined by Tanya Tracey, Chief Executive Officer at the charity GAIN - Girls Are Investors. GAIN’s main purpose is to inspire young women to pursue a career in investing. We discuss Tanya’s early career in finance and go into more detail on the purpose of GAIN and the work that they do. For further information please visit www…

1
James Alexander, MBE: Making finance work for nature 26:54

1+ y ago26:54

26:54

In this episode we are joined by innovator and serial entrepreneur, James Alexander, MBE. A titan in the biodiversity world, James is the Chair of Finance Earth, Suffolk Wildlife Trust and Agricarbon UK. We discuss these roles and the challenges he and his teams are trying to overcome, as well as his previous life as the Co-Founder of Zopa, a peer-…

1
44- Miss A Bus? Join A Throuple. (Christchurch, New Zealand) 54:19

1+ y ago54:19

54:19

Brooke discusses the tales of Christchurch; walking 5 hours for wildlife, kooky people in hostels, and what can a spiritual girl teach you? --- Support this podcast: https://podcasters.spotify.com/pod/show/brooke-seals/support

1
Roland Horne: Founder & CEO WatchHouse 27:19

1+ y ago27:19

27:19

In this episode we are joined by serial entrepreneur, Roland Horne. Roland is the Founder of WatchHouse, a specialty coffee business. We discuss Roland’s early career, setting up a business selling world-class aquariums to high-profile clients, then we find out what drew him to the competitive world of specialty coffee and his international expansi…

1
Ep 13: Capital Wars - The Rise Of Global Liquidity (with Michael Howell) 38:27

1+ y ago38:27

38:27

Michael Howell, legendary market strategist, author and founder of CrossBorder Capital, joins our Keeper Russell Napier to discuss global liquidity. Join us for a thought-provoking episode that seasoned investors and knowledgable market observers will enjoy getting their teeth stuck into. For more information on the Advanced Valuation in Financial …

1
43- A Million Topics Of Discussion W/Us (Kaikōura, New Zealand) 2:08:12

1+ y ago2:08:12

2:08:12

Featuring Lauren Jenkins, these two discuss topics of nearly everything; from sleeping at airports to thoughts on eating fish. If you're feeling a chill hangout sesh with two travelers for a couple of hours, you've found it. --- Support this podcast: https://podcasters.spotify.com/pod/show/brooke-seals/support…

Podcasts Worth a Listen

Russell Napier Podcasts

Podcasts Worth a Listen

Quick Reference Guide