Today's episode is from our sister show here at Finimize, Generation . The financial services industry is going through a seismic change - the great wealth transition - that means modern retail investors are more important than ever before. That's why Max Rothery, VP of Community at Finimize is on a mission to meet some of the smartest minds changi…

Today's show is a special guest episode brought to you by our new sister show here at Finimize, Generation. The great wealth transition is coming. And if you’re a leader in financial services, you need to be ready to navigate the seismic change that’s already happening in our industry. That's why Max Rothery, VP of Community at Finimize is on a mis…

Every day is a school day. And when you get a chance to hear from the founder of an investing community, Debodun Osekita, you’re going to want to sit at the front of the class. (You may even want to take notes.) Debodun talks about why he founded Stock Pickers Academy and what it means to begin an investing journey. He then breaks down his investme…

For a long time, the phrase “emerging market investing” pretty much meant investing in China. But that’s not the case anymore – not by a long shot. Now, the focus has shifted to places like India and Saudi Arabia. And other opportunities and challenges are coming into view across the emerging market landscape too. Amy Oldenburg, the head of emergin…

AI and tech were the story in 2023: they lifted the Nasdaq to a 43% gain – one of the index’s best years this century. So, at the end of the year, we invited (none other than) Cathie Wood, the founder and CEO of Ark Invest, back to the studio to sit down with Finimize CEO Maximillian Rofagha. Wood is a legend in tech investing, and launched ARK wit…

It’s not every day you get a chief economist or strategist in front of a microphone. So when you get three, you’re bound to get some pretty juicy market insights. Liz Ann Sonders is the chief investment strategist at Charles Schwab, Michelle Meyer is the US chief economist at Mastercard, and Karen Ward is the chief market strategist for Europe, the…

Today on the podcast, it’s your dream dinner party guests – if your perfect dinner party involves the Finimize analyst team. (It should. We’re fun.) It’s how we’re tying a bow around 2023 – bringing together four of the Finimize analysts – Stéphane Renevier, Reda Farran, Paul Allison, and Carl Hazeley. They’ll make some predictions, talk about inve…

There are few figures in investing more experienced than Ray Dalio. Founder and co-chairman of Bridgewater Associates, the hedge fund that’s been a titan of the industry for 40 years, he’s seen his fair share of economic cycles come and go. More recently, Dalio noticed a confluence of political conditions we haven’t seen since the period between 19…

The gender pay gap has lifelong implications for women. In the UK, women on average have saved less than half of what their male counterparts have, when you exclude property. It’s a disparity that Baroness Helena Morrissey just can’t abide. That’s why she’s spent much of her career working toward solutions. She’s the founder of the 30% Club, a glob…

Tom Van Horn’s got a bird’s eye view of the investment trend everyone’s talking about. That’s why we invited the chief operating officer of AI investing app Magnifi to the Finimize Podcast studio for a chat with Finimize VP of Content Carl Hazeley. Listen in the Finimize app, or wherever you get your podcasts. Partner with us: https://business.fini…

In this episode of The Finimize Podcast, Finimize VP of Content Carl Hazeley speaks to Edward Smith, co-chief investment officer at Rathbones, a UK-based investment management firm. They discuss interest rates, asset allocation, and how he’s playing the big themes and opportunities he sees in the market. Listen in the Finimize app, on Spotify, Appl…

There’s a great big world out there for investors, so when you get a chance to hear how things are moving in another part of the globe, you’ve got to take it. In this episode of The Finimize Podcast, Finimize VP of Content Carl Hazeley speaks to Mark Chahwan, co-founder and CEO of investment platform Sarwa. They discuss what makes the platform spec…

On the 23rd episode of The Finimize Podcast, Eddie chats with James Proudlock, Managing Director of OptionsDesk. They discuss what options are, how they can be used for trading and portfolio management, why they shouldn’t be considered weapons of mass financial destruction and how to get started. I hope you enjoy the episode. Partner with us: https…

On the 22nd episode of The Finimize Podcast, Eddie chats with Laura Bottega, COO and Head of Client Experience, International Equity at Morgan Stanley Investment Management. They discuss what an economic moat actually is, the characteristics of a resilient company, how resilient companies adapt to different environments, how companies' capital allo…

On the 20th episode of The Finimize Podcast, Eddie chats with the founder of Covey, Brooker Belcourt. A former hedge fund analyst that has built a blockchain-based community for retail investors that aims to democratise investing. In the conversation they discuss his experiences on wall street that led him to build Covey, what makes a great trader,…

On the 19th episode of The Finimize Podcast, Eddie chats with Daniel Naim, CEO of Fennel. In this episode, Daniel Naim is the Founder and CEO of Fennel, the first retail investing platform to allow users to vote with their shares and access ESG information about the companies they invest in. Fennel launched in the fall of 2022 and provides retail i…

On the 18th episode of The Finimize Podcast, Eddie chats with Jay Jacobs, U.S. Head of Thematics & Active ETFs at BlackRock. In this role, Jay is responsible for the research and development of the Megatrends suite of products as well as active equity and international ETF suites. In the conversation, they discuss the investment opportunities in me…

On the 17th episode of The Finimize Podcast, Eddie chats with Victoria Scholar, Head of Investments at ii, the UK's number 1 flat fee investment platform. Her role involves keeping across all major market moves to provide interesting market insight for our customers and for the press, covering US and UK equities, commodities, forex, macro data, cen…

On the 16th episode of The Finimize Podcast, Eddie chats with Mike Green, Portfolio Manager at Simplify Asset Management. Michael has been a student of markets and market structure, for nearly 30 years. His proprietary research into the shift from actively managed portfolios and investment funds to systematic passive investment strategies has been …

Investors always want to know what the next big thing is going to be. On the 15th episode of The Finimize Podcast, Eddie chats with Anastasia Amoroso, Chief Investment Strategist at iCapital. She is responsible for providing insight into private market investment opportunities for advisors and their high-net-worth clients. Previously, Anastasia was…

Investors always want to know what the next big thing is going to be. On the 14th episode of The Finimize Podcast, Eddie chats with a luminary in the ETF industry, Anthony Rochte. He’s got over 20 years of experience in the field, originally working on the iShares business at Barclays, before eventually moving to Morgan Stanley Investment Managemen…

On the 13th episode of The Finimize Podcast, Eddie chats with renowned investment research director Russ Mould about the current economic situation and three potential outcomes: inflation, deflation, or stagflation. They dive into some of the challenges central banks are currently facing and explore the possibility of a recession, checking in on wh…

On the 12th episode of The Finimize Podcast, Eddie Donmez chats with Brian Byrnes, head of personal finance at Moneybox, a London-based savings and investing app. It’s the end of the UK’s tax year, so they discussed the big topics at hand: Byrnes’s top year-end tips, a breakdown of the latest UK budget, how to use the UK’s tax-protected Individual …

On the 11th episode of The Finimize Podcast, Eddie Donmez chats with Hugh Gimber, executive director and global markets strategist at JPMorgan Asset Management. They discussed the latest 0.25-percentage-point interest rate hike from the Bank of England (BoE), why the central bank is “outside the herd”, and the big unknown for the BoE. They also siz…

On the tenth episode of The Finimize Podcast, Eddie Donmez chats with WisdomTree’s chief investment officer, Jeremy Schwartz. They discuss WisdomTree’s big-picture macro outlook, the current financial sector turmoil, why big banks’ earnings might soon come under pressure, and what the Fed should do. They also chat about what assets you might want t…

On the ninth episode of The Finimize Podcast, Eddie Donmez welcomes Charles Schwab’s Chief Fixed Income Strategist, Kathy Jones. They discuss the role of social media in the Silicon Valley Bank collapse, Credit Suisse, the banking crises, fixed income volatility, the Fed, and the outlook for the Economy and markets. Partner with us: https://busines…

On the eighth episode of The Finimize Podcast, Eddie Donmez catches up with Liz Young, the head of investment strategy at SoFi. Liz shares with us her big-picture macro view, today’s stock market valuations, the outlook for monetary policy, and what it all means right now. With cash yields topping 5% in some places, she breaks down where she’s seei…

On the seventh episode of "The Finimize Podcast" Eddie Donmez welcomes Jitania Kandhari who is the Deputy CIO of the Solutions and Multi-Asset Group, Co-Lead Portfolio Manager for the Active International Allocation Strategy, and Head of Macro and Thematic Research for the Emerging Markets Equity team at Morgan Stanley. The easy money era ended las…

On the sixth episode of "The Finimize Podcast" Eddie Donmez welcomes his Finimize colleagues Max and Stephane to try and piece together what’s going on with markets and the economy, how this relates to the retail investor and what it means for you. Max is the VP of Community at Finimize, an expert on the retail investor and Steph is our Global Mark…

On the fifth episode of "The Finimize Podcast" Eddie Donmez welcomes Mike Bell, Global Market Strategist at J.P. Morgan Asset Management for a discussion on UK Inflation falling to a 6-month low, the outlook for the economy, why the FTSE 100 is at all-time highs despite this, what opportunities he sees globally and what keeps him up at night. Partn…

On the fourth episode of "The Finimize Podcast" Eddie Donmez welcomes Will Peck, Head of Digital Assets for a discussion on what exciting things he is working on in the digital assets space right now, breaking down what a digital fund actually is and how you can get exposure and what's next for WisdomTree. Partner with us: https://business.finimize…

On the third episode of "The Finimize Podcast" Eddie Donmez welcomes Ludovic Subran, Chief Economist at Allianz for a discussion on the economy, asset prices and the outlook. Follow Finimize on Twitter: https://twitter.com/finimize Follow Ludovic: https://www.linkedin.com/in/ludovicsubran/ Partner with us: https://business.finimize.com/ Subscribe T…

On the second episode of The Finimize Podcast, Jonathon Hobbs, CFA, Lead Crypto Analyst at Finimize joins the show for a discussion on what went wrong for crypto last year, Bitcoin's outlook, the FTX hangover, institutional adoption, the outlook for crypto in 2023, and more. Follow Finimize on LinkedIn: https://www.linkedin.com/company/5374... Foll…

On the first episode of "The Finimize Podcast" Eddie Donmez welcomes Daniel Ives, Managing Director of Wedbush Securities for a discussion on Microsoft's partnership with OpenAI, Elon Musk's EV power-play with Tesla, the outlook for technology stocks in 2023, and more. Follow Finimize on LinkedIn: https://www.linkedin.com/company/fini... Follow Fin…

We are back!🔥 and this time it is all about the future! Please welcome Cathy Hackl - lead futurist specialising in #AR, #VR, and #spatialcomputing. Cathy is recognised as one of LinkedIn’s #TopVoices, and as one of the top 10 most influential women in tech by Big Think! (to be honest, that comes with little to no surprise when looking at the list o…

We're back! 🚀🔥🙌 and this time, we had the absolute pleasure to host Maximilian Rofagha - Founder and CEO at Finimize!Finimize is an incredibly important product, as it delivers financial education daily, directly to your inbox, and for free! (No, we are not sponsored, but we are Finimize's fans) - you can learn more about Finimize here https://www.…

NFTs everywhere!✨ If you want to understand what the craze is about, make sure to check this episode where we explore the many use cases of NFTs together with Eddy Travia and Malcolm Palle! 🔥P.S. most importantly, we also discuss the one big issue no one is really addressing at the moment (room for a new business solution and/or form of regulation?…

Welcome back to Blockchain Rock!This week we have an outstanding guest: Daniel Leon - a phenomenal human being and entrepreneur, also known as the Co-founder & COO of Celsius - one of the most exciting and trending products in the FinTech industry!This episode is all about innovation and entrepreneurship, and if these topics are of interest to you …

Welcome back to Blockchain Rock!This week we have an outstanding guest: Daniel Leon - a phenomenal human being and entrepreneur, also known as the Co-founder & COO of Celsius - one of the most exciting and trending products in the FinTech industry!This episode is all about innovation and entrepreneurship, and if these topics are of interest to you …

New #BCR episode out now 🔥🚀🧑🏻‍🚀In this exciting episode we have had the great pleasure to chat with Dan Spuller - Co-Chair of the North Carolina Blockchain Initiative - and to explore some fascinating topics including: ✅ the potential use of blockchain technology in the electoral process;✅ non-fungible tokens: from transferring value between player…

Welcome back everyone!This week we are joined by John Shaw, IP lawyer and tech enthusiast based in London!In this episode, we talk about:✅ John's background and experience working on the #Obama campaign; ✅ John's involvement in the drafting of The Law Society Blockchain: legal and regulatory guidance report, as part of the London Advocates' (TLA) B…

New episode alert: join us this week and learn about the use cases of blockchain technology in the fashion industry! For this second episode of BCR’s 3rd season, we have had the immense pleasure of chatting with Marjorie Hernandez De Vogelsteller to learn about her background, her work at LUKSO, and her experience living and contributing to the fin…

We open season 3 with Marc Johnson, a specialist in sustainable finance and environmental markets! Join us as we discuss the potential use for blockchain technology when it comes to sustainability and its effectiveness when it comes to environmental economics (i.e. carbon credits and beyond)! Find us also on Spotify, iTunes, and all other major pod…

The last episode of season 2 Blockchain Rock is out now!This week we had the pleasure to speak with Max Krupyshev, CEO of #CoinsPaid and Cryptoprocessing.comIn this episode we touch upon:✅ Max’s background and transition from #IT to the #crypto industry;✅ #bitcoin #mining, #forks, and the #consensus mechanism✅ crypto in #esports✅ #virtualassets✅ ho…

We recently came across LBRY - a #blockchain-based digital library that’s a free, open, community-controlled digital wonderland, and the first decentralised media network out there!This week we caught up with Jeremy Kauffman (CEO and founder at LBRY) to bring us insight on the up and coming platform and what we can expect from it💥 In this episode w…

🔥🔥🔥 What do pyramids, ₿itcoin and revolutionary products all have in common? Our next guest! Introducing Adam Norrie - Founder and CEO of Astralis AI, an upcoming force in the #fintech space with the mission to develop innovative products by facilitating #crypto adoption and encourage a cultural shift.In this incredible and wide-ranging episode we …

A Crypto & Blockchain networking event that includes curry and drinks?!🌶 We’re in!This week BCR welcomes Erica Stanford for episode #17 ✨ Erica is the founder and CEO of the Crypto Curry Club - the UK’s most popular networking and educational events for crypto, blockchain and emerging tech.We catch up with Erica about:✅ Her background and where her…

From creating the world’s largest trading platform and innovating the financial services industry, to inspiring the name of our very Blockchain Rock - our next guest is a bright rock star of the financial industry.Without further ado, please welcome Yoni Assia on Blockchain Rock! Yoni is the founder and CEO at eToro, the largest social trading netw…

This week on Blockchain Rock, the one and only On Yavin - CEO at Cointelligence, Keynote Speaker and Blockchain Educator, known in the space for his commitment to creating a healthy industry by calling out crypto-scammers!In this episode we talk about:✔️ On's background and work in the fintech industry - including his efforts in calling out scammer…

What do blockchain and agriculture have in common? That’s simple, FoodChain and David Proenza!This week we had the pleasure to speak with David Proenza, CEO at Urban Farms Global and FoodChain. In this episode, we talk about current issues affecting the agriculture and food production industry, and how FoodChain addresses these issue by applying bl…