Investment Uncut is a podcast about investing. In each episode, hosts Mary Spencer, Laasya Shekaran and Jacob Shah are joined by guests to cut through the noise in the world of investing, bringing clarity to your investment decisions. LCP’s investment team advise large institutional investors including pension funds with billions of pounds of assets under management. Look out for new episodes every other Wednesday.
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This show provides an overview of US History in a quirky and engaging way.
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If you are new to this podcast, my guests are pretty diverse and eclectic. I have everyone from comics to fighters and the odd political activist as well. In short, I just like having interesting guests. There are a ton of really interesting people out there who you may or may not have heard of. This is a great place to get to know them.
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Contemporary music in all its forms for the musically curious.
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After a six-year successful run, “P4T” has distinguished itself as a program dedicated to transcending numerous political, social, and philosophical ideologies to perpetuate a progressive message of unity and understanding. P4T will now give way to "THE PROJECT FOR PROGRESS."
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S6 Ep.3: Investing in the energy transition with Sam Hollister
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In this week’s episode, we chat to Sam Hollister, Head of Energy and Policy at LCP Delta, on investing in the energy transition. Before we interview Sam, Jacob talks to Sarah Leslie, Professional Trustee at NDapt for our ‘Views from the Boardroom’ segment.By Lane Clark & Peacock
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S6 Ep.2: Reimagining your portfolio with Steve Hodder
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Steve Hodder, Partner at LCP, joins the hosts this week to chat reimagining your portfolio. Before we interview Steve, Laasya talks to Surendra Ravikumar, Analyst at LCP, on his new blog looking at deflation as a systemic risk and what the impact could be on defined benefit pension schemes.By Lane Clark & Peacock
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S6 Ep.1: Turning Turbulence into Tailwinds: An LCP Investment Conference
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In this episode, we bring you the highlights from our Investment Conference: Turning Turbulence into Tailwinds. Covering topics such as geopolitical instability, transition resources, the US election, purposeful investing, private markets and even astropolitics! We chat to guests and speakers to bring you the highlights of the conference, their key…
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In this preview, Jacob and Laasya set out what listeners can look forward to in the coming season: from markets, to elections, to Gen Z trends and even how to invest in a way that makes you happy… it’s going to be a great season full of exciting topics!By Lane Clark & Peacock
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S5 Ep.22: Challenging Assumptions with Charlotte O Leary
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In our final episode of the series, Jacob Shah and Laasya Shekaran speak to Charlotte O’Leary, CEO of Pensions for Purpose. She gives us a great insight into the assumptions we currently make in the world of investing that we need to challenge. Before this discussion, we reflect on our highlights over the series so far – discussing some of our favo…
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In this week’s episode Jacob Shah and Laasya Shekaran are joined by two guests: Emma Hunt, head of Responsible Investment at HSBC Bank Pensions Trust and Stephen Barrie, Deputy Chief Responsible Investment Officer at the Church of England Pensions Board. Both guests give us a great insight into how long-term asset owners are thinking about systemic…
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S5 Ep.20: Tail risk strategies with Joel Hartley
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In this week’s episode, Jacob Shah chats to Joel Hartley, Partner at LCP, on tail risk strategies. Before we interview Joel, Jacob also talks to Steve Webb, Partner at LCP, to get his insights on how the new Labour government might want to influence how pension schemes invest in the UK.By Lane Clark & Peacock
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S5 Ep.19: Financial coaching with Catherine Thomas-Humphreys from Maji
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In this week’s episode, Jacob Shah and Laasya Shekaran chat to Catherine Thomas-Humphreys, financial coach at Maji. With Catherine we learn what financial coaching is, the benefits of financial coaching and some tips that listeners can use on their own financial journeys.By Lane Clark & Peacock
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S5 Ep.18: Bubbles and Rates with Torsten Sløk – Part II
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In this week’s episode, Jacob Shah and Laasya Shekaran chat to Torsten Sløk, Partner and Chief Economist at Apollo. With Torsten, we discuss whether markets are currently in a bubble, how this is related to AI and inflation, and the current challenges being faced by central banks.By Lane Clark & Peacock
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S5 Ep.17: Bubbles and Rates with Torsten Sløk – Part I
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In this week’s episode, Jacob Shah and Laasya Shekaran chat to Torsten Sløk, Partner and Chief Economist at Apollo. With Torsten, we discuss whether markets are currently in a bubble, how this is related to AI and inflation, and the current challenges being faced by central banks.By Lane Clark & Peacock
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From Mats to Mindsets: Grappling with Sonny Sahota
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Welcome to the latest episode of Wallace Hartley Presents! Today, we are thrilled to feature one of Vancouver's premier grapplers, judoka, and all-around nice guy, Sonny Sahota. With over 30 years of martial arts experience, Sonny has dedicated the last 20 years to mastering both gi and no-gi grappling. A black belt in judo, Sonny is a full-time in…
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S5 Ep.16: Black Women in Asset Management with Jackie James
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In this week’s episode, Jacob Shah and Laasya Shekaran chat to Jackie James, co-founder and direction of Black Women in Asset Management. With Jackie, we talk about the landscape for Black women in asset management and the work that she and others are doing to improve diversity, equity and inclusion in the industry. Before we interview Jackie, Laas…
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S5 Ep. 15: Washington update: Politics, policy & geopolitics with Andy Blocker
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In this week’s episode, Jacob Shah and Laasya Shekaran chat to Andy Blocker, Global Head of Public Policy and Strategic Partnerships at Invesco. With Andy, we get the update from Washington on the key political and policy issues ahead of the US elections in November 2024.Before this Jacob talks to James Candia, Consultant at LCP, on the space econo…
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S5 Ep.14: Using ethnographic research to capture growth opportunities in emerging markets
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In this week’s episode, Mary Spencer and Jacob Shah discuss ethnographic research and identifying growth opportunities in emerging markets with Tassos Stassopoulos, Founder, Managing Partner and CIO at Trinetra.By Lane Clark & Peacock
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In this episode, Mary Spencer, Jacob Shah and Laasya Shekaran get together to discuss Caroline Criado-Perez’s Invisible Women. They also chat about the importance of investors taking a long-term view with David Archer, Client Director at ZEDRA Governance.By Lane Clark & Peacock
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S5 Ep.12: Election forecasts with Kelly Beaver
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In this week’s episode, Mary Spencer and Jacob Shah discuss election forecasts and keeping your finger on the pulse of society with Kelly Beaver, CEO at IPSOS.Before we interview Kelly, we also welcome back fellow co-host Laasya Shekaran from her three-month sabbatical. Laasya gives us her highlights from her trip, the biggest surprises and what sh…
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S5 Ep.11: Cycles and Swims with Peter Oppenheimer
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In this week’s episode, Mary Spencer and Lia Licietis chat to Peter Oppenheimer, Chief Global Equity Strategist & Head of Macro Research Europe at Goldman Sachs’ Global Investment Research Group. We discuss his two books on equity market cycles and how they relate to the market dynamics we’re seeing today. In light of International Women’s Day 2024…
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Investment Uncut: PLSA Investment Conference Day 3 & Final Thoughts
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In the fourth and final episode of this special mini-series from the PLSA Investment Conference 2024, we bring you interviews with Sandra Carlisle, Head of Responsible Investment at USS and Nigel Peaple, Director of Policy and Advocacy at PLSA. Our regular Investment Uncut co-host Mary Spencer also returns to share her thoughts on the conference.…
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Investment Uncut: PLSA Investment Conference 2024 | Day 2
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This week, Investment Uncut is live at the PLSA investment conference 2024. In this special mini-series, we bring you the PLSA investment conference from our podcast booth in the conference hall.By Lane Clark & Peacock
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Investment Uncut: PLSA Conference 2024 | Day 1
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This week, Investment Uncut is at the PLSA Investment Conference 2024 in Edinburgh. In this episode of this special mini-series, we speak to Paul Johnson at the Institute of Fiscal Studies and Natalie Mee from CMS on Day 1 of the conference.By Lane Clark & Peacock
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Investment Uncut: PLSA Investment Conference 2024
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This week, Investment Uncut is live at the PLSA investment conference 2024. In this special mini-series, we bring you the PLSA investment conference from our podcast booth in the conference hall.By Lane Clark & Peacock
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Wallace Hartley Presents Season 2-Episode 6 An Interview with Gordy Racette
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Recently I had the opportunity to catch up with Canadian Boxing legend, Canadian Kickboxing champ and all round good guy, Gordy Racette. Gordy got his start with the infamous "So You Think You're Tough" competitions in the early 80's and went on to turn pro and got signed by Sylvester Stallone's fight management company. This episode is a real piec…
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S5 Ep.10: Health Economics with Sreeram Ramagopalan
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In this week’s episode, Mary Spencer and Jacob Shah explore drug pricing and the dynamics within the pharmaceutical industry with Sreeram Ramagopalan, Principal and Market Access & Payer Evidence Lead within LCP’s Health Analytics team.By Lane Clark & Peacock
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S5 Ep9 Insurance-Linked Securities with David Garcia
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In episode nine, Mary Spencer and Jacob Shah explore insurance-linked securities with David Garcia, investment consultant within LCP’s manager research team. Before we interview David, we also speak to Alex Waite, Partner at LCP, for our “Views from the Boardroom” feature. With Alex, we discuss artificial intelligence, the discussions he’s been hav…
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S5 Ep.8 Systemic risk in the financial sector with David Aikman
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In our eighth episode of season five, Mary Spencer and Jacob Shah explore Systemic risk in the financial sector with David Aikman, Professor of Finance and Director of the Qatar Centre for Global Banking and Finance, at Kings College London. Prior to his current role, David spent 17 years working as an economist at the Bank of England – most recent…
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In this episode, Mary Spencer, Jacob Shah and Laasya Shekaran all get together to discuss Kate Raworth’s brilliant book: Doughnut Economics. This is the first episode all three have recorded, and a special one as it’s the last from Laasya before she spends three months travelling (we miss you already Laasya!).We are also joined by Tegs Harding, Hea…
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S5 Ep.6 China versus India with Claire Peck & Amit Mehta
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Our last episode before Christmas is a real treat – we’ve been longing to do a debate-style episode for some time! In this episode Mary Spencer and Jacob Shah explore the case for investing in India versus China with Amit Mehta (Portfolio Manager at JP Morgan) and Claire Peck (Investment Specialist at JP Morgan) each representing one country. Befor…
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S5 Ep.5 COP 28 and the important role of investors
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This episode of Investment Uncut comes out the day before COP 28 (the 28th United Nations Climate Change Conference) takes place in Dubai. With a “stock take” focus, this event could set the tone for the level of climate action we can expect from industries and governments alike over the coming years.In this episode, Mary Spencer and Laasya Shekara…
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S5 Ep.4 Residential property with Lucian Cook
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In our fourth episode of season five, Mary Spencer and Jacob Shah explore the residential property market with Lucian Cook, head of residential research at Savills.Before we interview Lucian, we also speak to Joel Hartley, Partner at LCP, for our “Views from the Boardroom” feature. One year on from the gilts crisis, we reflect on the lessons learnt…
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S5 Ep. 3 Energy transition through a policy lens with Josh Buckland
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In our third episode of season five, Mary Spencer and Jacob Shah explore the policy side of the energy transition with Josh Buckland, Partner at Flint Global who leads Flint’s client work on energy, climate and sustainability issues. Before we interview Josh, we also speak to LCP CEO Aaron Punwani as part of our new “Views from the Boardroom” featu…
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S5 Ep.2 Dynamic demographics with Amlan Roy
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In this episode of Investment Uncut, Mary Spencer and Laasya Shekaran speak to Amlan Roy: demographics expert, LCP colleague and one of the speakers at our inaugural LCP investment conference. We dive into his research on demographics covering why this is such an important, but underappreciated, topic for all investors to think about.…
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We’re back with a brand new season of Investment Uncut! We hope everyone had a well-earned break over the summer. Kicking off Season 5, we have a real treat for our listeners: this episode was recorded live at our inaugural Investment Conference! Hear from guests and speakers, feel the buzz and note down those key takeaways… We also introduce our n…
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P4T EXTRA! 6E-10 "LAW and ORDER UK v US" with SPECIAL GUEST: PROF. JOHN GIBBS
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In this 10th and final post-season special edition, we end with a subject that will also carry into season 7. Professor John Gibbs (The Spinoza Triad) returns to engage in another exciting conversation as we attempt to contrast the differences between policing in the UK and here in the States. We will discuss the history of our policing system, whi…
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Season 4 Ep. 25 The Opportunity Index with Gavin Lewis
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In our very final episode of Season 4, we leave you with a very special book review: The Opportunity Index by Gavin Lewis, and we chat to Gavin himself.By Lane Clark & Peacock
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P4T EXTRA 6E-9 - DWD SERIES - LESSON ONE: "THE EGO" with JOHANNA CARROLL
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This is the premiere of our crossover series between DWD (Dialogue with Divinity) and P4T (Progress for Tomorrow). This series aims to answer the most frequently asked question, “How Did We Get Here.” It has become apparent that conventional wisdom has failed to answer this question during this moment of “unprecedented” events and BAD actors. In th…
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S4 Ep. 24 Bringing growth back to the UK, with the Lord Mayor of London
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This week’s episode is a double whammy, combining two recent interviews! First, our interview with colleague Stephen Budge, who we spoke to at the PLSA investment conference in June. He’d just come off a panel session on investing in illiquids in DC. And prompted by that discussion, very excitingly, we were able to line up a chat with the Lord Mayo…
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S4 Ep. 23 - Mansion House - DB call for evidence
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This week we're joined for a special episode of Investment Uncut, by Sir Steve Webb and Steve Hodder, to discuss the DB pensions aspects of the Mansion House speech on Monday 10 July. Steve & Steve take us through what was announced, why it matters and provide detail on our idea for the future of DB pensions.…
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S4 Ep. 22 Making responsible investment make sense with Adam Matthews
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This week we reflect on a discussion we had with Adam Matthews, CRIO at the Church of England Pensions Board, at the recent PLSA conference in Edinburgh. We talk about all things responsible investment, from taxonomy to making a difference and what everyone can do.By Lane Clark & Peacock
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P4T EXTRA 6E-8 EXCLUSIVE INTERVIEW with DEIRDRE SINNOTT!
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In this 2nd of a double-header weekend, we chop it up with author, historian, independent scholar, and social activist Deirdre Sinnott. She is a historical consultant and researcher for the Ft. Stanwix Underground Railroad History Project, funded by the National Parks Service. Her book “The Third Mrs. Galway” retells the story of Helen Galway, who …
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P4T EXTRA! 6E-7 SSD REVEALED PT3 with SPENCER BISHINS
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In the aftermath of a Washington Post article, “JUDGES REBUKE SOCIAL SECURITY ERRORS AS DISABILITY DENIALS STACK UP,” Spencer sheds some important insight regarding the SSDA. As a direct source, Spencer reviews this prolific article by reporter Lisa Rein and further enlightens us on the inner workings of the SSDA and how the system was created to h…
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S4 Ep.21 Statistics in the real world with David Spiegelhalter
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We talk to David Spiegelhalter, Emeritus Professor of Statistics at Cambridge University and prior Professor of the Public Understanding of Risk. Also known for appearances on Total Wipeout and Desert Island Discs!By Lane Clark & Peacock
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S4 Ep. 20 Stewardship and electric bikes with Helen Price
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This week we’re joined by Helen Price, Director of Governance for the Church of England Pensions Board and Co-Chair of the Asset Owner Diversity Charter. We deep dive into stewardship, what it currently looks like, how it has evolved and how investors can maximise their impact. Helen shares her top tips for asset owners, consultants, and asset mana…
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Investment Uncut on the road - the last word
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Final day at the PLSA investment conference 2023, we discuss responsible investment with Adam Matthews of the Church of England Pensions, emerging markets with Will Ballard of Border to Coast, we ask LCP's Jon Wolff if the UK is going into recession and what that means for business. We speak to Professional Trustee Graham Jung about what his big as…
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Investment Uncut on the road - PLSA day two
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Recorded live at the PLSA conference in Edinburgh! We’re covering day two of the PLSA conference, including interviews with keynote Sir David Spiegelhalter, Liz Fernando CIO of Nest, Cliff Speed CIO of TPT, Payam Kazemian of Zedra, plus more industry guests. We discussed communication of risks, how to model risk when things change, portfolio constr…
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Investment Uncut on the road - PLSA day one
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Recorded live at the PLSA conference in Edinburgh! Today we’re speaking to Stergios Saloustros of Barclay’s Retirement fund, Richard Tomlinson of LPP and John Chilman of Railpen. We’re reviewing day one of the conference, including the macroeconomic session with Danny Blanchflower and the CIO panel.Keep a look out for further episodes coming out du…
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Investment Uncut on the road - the PLSA preview
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We’re taking investment uncut on the road and up to the Pension and Lifetime Savings Association conference (PLSA) in Edinburgh! Here we look ahead to the conference with the help of Laura Myers of LCP and Marcin Stepan of PLSA who has been responsible for organising most of the event. We look at the agenda, how the different streams come together …
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P4T EXTRA! 6E-6 "THE ARTS & THE COMMUNITY" with SPECIAL GUEST: MARCUS SIMS
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In this unique post-season addition, we get an exclusive interview with broadcaster, writer, poet, and social media content expert Marcus Sims. Marcus is the DJ and host of “Afternoon Expressions” on WJAB Public Radio in Huntsville, Alabama (90.9 FM). He is also a member of the community arts organization “Art & Soul,” out of Huntsville, Alabama. Y…
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S4 Ep.19 With style: a factor investing deep dive
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Some call it styles, some call it factors some call it style factors. But regardless, it’s value and momentum size, and it’s definitely had its ups and downs in the last decade. This week we’re joined by Dan Taylor, CIO of MAN Numeric. Dan reviews the last decade and offers candid thoughts on lessons learnt, how things have evolved and how investor…
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P4T EXTRA! 6E-5 RUNDOWN, REVIEW, & RANT!
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This special edition will be the first of its kind. We will briefly run down some of the main current events with help from videos produced by our new favorite GenZ activist, Dash Dobrofsky of the GenZ Perspective website and podcast. Then, we’ll review the recently released Netflix film “The Strays.” This film left us from speechlessness to abject…
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S4 Ep.18 Natural Capital with John Gilleland
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This week we’re joined by John Gilleland of Campbell Global (part of JPMorgan) to discuss one of the fastest-growing areas in investment (no pun intended) – forestry! – and how it fits within the broader category of Natural Capital.By Lane Clark & Peacock
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