Best Investors Chronicle Podcasts (2024)

1
Hargreaves’ takeover, Costain and the North Sea: The Companies and Markets Show 35:22

19m ago35:22

35:22

We begin with construction firm Costain (COST), which recently announced a £10mn buyback. Mark Robinson weighs in on its latest results and more. It’s then on to Hargreaves Lansdown (HL). Val Cipriani covers the proposed takeover and what it means for those who use the platform. Julian Hofmann also unpacks the company’s results and the impact on sh…

1
Episode 362: Considering International Stock Funds, DBMF Benchmarks, Reviewing a 70/20/10 Portfolio And More Trogdor! 34:12

1h ago34:12

34:12

In this episode we answer emails from Robert, Jamie and Richard. We discuss transitioning away from a Boglehead Three Fund portfolio due to its obsolete nature, a query about the DBMF prospectus and an early retirement with a 70/30/10 risk-parity style portfolio in the face of some spurious Sonia-like objections. Links: Father McKenna Center Donati…

1
#79, Mark Pascal & Francis Schott, hosts of The Restaurant Guys podcast, owners of Stage Left Steak and Catherine Lombardi restaurants, New Brunswick, New Jersey 1:37:07

2d ago1:37:07

1:37:07

Francis, and, later Mark, have been friends of mine for a long time; we must have bumped into one another in Manhattan or at a Tales of the Cocktail event in New Orleans, but it was our mutual friend Dale de Groff who persuaded me to make the trek out to NJ to see their restaurants, which are incredibly successful and a mainstay of their community.…

1
Partner Content: With the UK elections behind us, who holds the power? 16:32

4d ago16:32

16:32

Who holds the power: the government or the market? In this episode of the ‘A Value View’ Podcast, portfolio manager Simon Gergel discusses the aftermath of the recent UK election, marked by a significant Labour victory. He explores the UK stock market response and highlights where opportunities are being found today. Listen in now to find out more …

1
Episode 361: Leveraged ETFs vs Margin, Transitioning To A Golden Butterfly, Investing With A Spouse, And Portfolio Reviews As Of August 16, 2024 31:25

1h ago31:25

31:25

In this episode we answer emails from Chris, Andrew and Jenzo. We discuss portfolio, forms of leverage in leveraged portfolios, transitioning to a Golden Butterfly portfolio, and working with your spouse productively on your finances. And THEN we our go through our weekly portfolio reviews of the eight sample portfolios you can find at Portfolios |…

1
Google, Aviva, and financial services: The Companies and Markets Show 50:07

8d ago50:07

50:07

We begin with life insurer Just Group which raised its profit outlook after corporate pension deals boomed. Julian Hofmann unpacks the recent results and discusses whether the shares offer value and how the business might expand. Another insurer's results, Aviva (AV), follows. Mark Robinson and Julian talk about what the business is doing right and…

1
Episode 360: Help Viewing The Website, Bitcoin ETFs And Analyzing Some Portfolios In Transition 32:48

2h ago32:48

32:48

In this episode we answer emails from Ned, Kyle and Willy. We discuss tools for the sight-impaired, building out from an accumulation portfolio, the new bitcoin ETFs, and what to do in a complex Coast FI situation involving both an invested portfolio and some raw land. Link: Father McKenna Center Donation Page -- Remember to mention "The Financial …

1
‘Buybacks are more interesting than dividends’: Charlotte Cuthbertson of Migo Opportunities 30:30

4d ago30:30

30:30

Dave Baxter is joined by one of the managers of Migo Opportunities Investment Trust, an unusual fund which exploits valuation anomalies and discounts in other investment trusts. Dave and Charlotte discuss where she looks for opportunities, interesting asset classes and the reason that share buybacks turn the trust’s head more than dividend increase…

1
#78 Erik Lorincz, owner Kwānt (London), Antique American Bar (Bratislava), BIRDY by Erik Lorincz bar tools, ex-head bartender The Savoy, former Diageo World Class global champion. 1:42:01

1d ago1:42:01

1:42:01

Me and Erik go waaaaaay back, to when I taught a class on the IBA's elite John Whyte residential training course in Karlovy Vary, Czech Republic, before Erik moved to London to start his stratospheric ascent to the top of the bartending world. We sat down during Tales of the Cocktail to talk about all that: awards, scalpels vs. hammers, how cities …

1
Episode 359: Portfolio Analyzers, The Logo, The Website, Best In Class ETFs And Portfolio Reviews As Of August 9, 2024 37:44

1d ago37:44

37:44

In this episode we answer emails from Frank, Michael and Aaron. We discuss four good portfolio analyzer tools, the hidden meanings in the Risk Parity Radio logo, the deficiencies of the website and where to find good international funds to use for portfolio construction. And THEN we our go through our weekly portfolio reviews of the eight sample po…

1
How to retire early, Glencore and Deliveroo: The Companies and Markets Show 36:20

4d ago36:20

36:20

We begin the episode with commodity trading and mining company Glencore (GLEN). Alex Hamer unpacks a busy week, including everything from the cancellation of the coal demerger to the company’s copper prospects in an environmentally conscious world. Val Cipriani discusses our cover feature on the often much-desired topic: retiring early. It doesn’t …

1
Decoding Oracles w/ Angus Tookey (CMO @ Chronicle Labs) 49:08

6d ago49:08

49:08

In this episode of Mark sits down with Angus, the CMO at Chronicle Labs, to explore the crucial role of oracles in the blockchain ecosystem. As a spinoff from MakerDAO, the creator of DAI, Chronicle Labs is at the forefront of blockchain infrastructure. With extensive experience working with oracles and marketing platforms such as Telos, Angus brin…

1
Episode 358: AI Uncle Frank, An Accumulation O.P.T.R.A. Portfolio, Carry Strategies And Managed Futures 30:00

17d ago30:00

30:00

In this episode we answer emails from Jared, Jon and Jimmy. We got the three Js! We discuss Jared's work to create AI Uncle Frank, his accumulation variation of the O.P.T.R.A. sample portfolio, carry strategies, whether to reinvest distributions and using multiple managed futures funds. Links: Father McKenna Center Donation Page (don't forget to in…

1
#77 Simon Difford, founder Diffordsguide.com, creator Difford's Easy Jigger, chronicler of the Second Cocktail Golden Age 1:42:21

16d ago1:42:21

1:42:21

Simon's been a mate since the late 1990s, when he created CLASS (standing for Cocktail Liqueur And Speciality Spirit) magazine, the print forerunner of Difford's Guide and, in a pre-Internet world, just about the only way to learn about the revolution in cocktails that began sweeping London in the mid-1990s, which we both agree dates to the opening…

1
Episode 357: Market Volatility, Basic Accumulation, A Great Gold Debate, and Portfolio Reviews As Of August 2, 2024 45:00

9d ago45:00

45:00

In this episode we answer emails from Justin, Joe and Jenzo. We discuss the legacy of Risk Parity Chronicles, basic accumulation principles, and what we can learn from a debate on gold between Ben Felix and Tyler of Portfolio Charts. And talk about our charitable promotion for the Father McKenna Center. And then we go through our weekly portfolio r…

1
Boosting your portfolio, St James’s Place and rising stars: The Companies and Markets Show 32:42

11d ago32:42

32:42

We’re in the thick of results season but that doesn't stop our hardworking journalists from providing a deep dive into the top stories of the week. We begin with St James’s Place (STJ), which recently released results. The financial advice company announced an ambitious £500m cost-saving programme, a figure that turned many heads in the City. Julia…

1
REPLAY · Lose Yourself in Sports (Part 1): How Game Changers changed the Game | Impact and Sustainable Solutions of the Sports Industry 18:37

13d ago18:37

18:37

Part 1 of the episode. Don't miss Jonny Wilkinson's interview in Part 2. “You only get one shot, do not miss your chance to blow. This opportunity comes once in a lifetime”. In this episode about sports, these lyrics from Eminem’s hit song ‘Lose Yourself‘ resonate deeply. Throughout History, from civil rights to diversity and inclusion, sports have…

1
REPLAY · Lose Yourself in Sports (Part 2): Interview with Jonny Wilkinson, England Rugby Legend | Challenging Limits & The Power of Will 19:39

13d ago19:39

19:39

Part 2 of the episode. We recommend you listen to Part 1 if you haven't already. “You only get one shot, do not miss your chance to blow. This opportunity comes once in a lifetime”. In this episode about sports, these lyrics from Eminem’s hit song ‘Lose Yourself‘ resonate deeply. Throughout History, from civil rights to diversity and inclusion, spo…

1
Considerations when Creating Liquidity w/ Mathias Beke (Cofounder @ Kairon Labs) 44:35

23d ago44:35

44:35

On this episode, Mark sits down with with Mathias Beke, founder of Kairon Labs, one of the top market makers and liquidity providers in the crypto space. Mathias shares his journey from starting Kairon Labs to becoming a key player in token launches, liquidity, and market making. Discover how Kairon Labs navigates market sentiment, selects projects…

1
Episode 356: Exploring Preferred Shares Funds, The Importance Of Rebalancing, How The Sausages Are Made And Risk Parity Chronicles 30:48

13d ago30:48

30:48

In this episode we answer emails from Ed, Cy, Visitor 5002, and Lucas. We discuss preferred shares funds, rebalancing and ranting, how the podcast sausage is made and Risk Parity Chronicles. And the charitable matching opportunity with the Financial Quarterback for the benefit of the Father McKenna Center. Links: Father McKenna Center Donation Page…

1
‘AI is going to split the market in two’: James Cook of JPMorgan Global Growth & Income 41:01

14d ago41:01

41:01

In this IC Interviews podcast, Val Cipriani is joined by James Cook, manager of JPMorgan Global Growth & Income. As the only global and global equity income investment trust trading at a premium, it is keeping investors happy with its approach. Val and James discuss how this has happened, the future of semiconductor stocks, how AI will change the m…

1
#76, Natasha Bahrami, The Gin Girl, The Gin Room (St. Louis, Missouri), Gin World festivals (everywhere), member The Gin Guild 1:19:14

19d ago1:19:14

1:19:14

I've known Natasha for ages and it's no exaggeration to say she's changed the landscape of gin consumption in her native Missouri, and indeed in the wider USA as well. Much as Julio Bermejo built a dedicated band of fanatics drinking 100% Blue Agave tequila at Tommy's, a suburb of San Francisco, Natasha did the same with gin, in her family's restau…

1
Episode 355: Slapping Down Sensationalism, Macro-Economic Environments And Correlation Principles, And Portfolio Reviews As Of July 28, 2024 40:37

16d ago40:37

40:37

In this episode we answer questions from Nonamed, Ronald, and Jose. We discuss how sensational financial media works and why you should ignore it, being thankful for our listeners and how correlations work and relate to macro-economic environments in the context of the Holy Grail principle. And we discuss our charitable match outreach for the Fathe…

1
Investing legends, Rentokil and AstraZeneca: The Companies and Markets Show 37:15

18d ago37:15

37:15

We begin with Mark Robinson who covers pest control business Rentokil (RTO) which saw a double digit surge in its share price after rumours of private-equity takeovers began swirling. It’s then on to this week’s cover story by James Norrington on the investing greats and how investors can apply their wisdom to their own portfolios. Jennifer Johnson…

1
Episode 354: Managed Futures, Property & Casualty Insurance, Gambling By The Brazos And Portfolio Visualizer 42:27

19d ago42:27

42:27

In this episode we answer emails from Steve, Grant, and Alexi (a/k/a "the Dude"). We discuss investing in managed futures and property and casualty insurance companies, rebalancing mechanisms and fitting those into a portfolio, Grant's various gambling problems with leveraged funds and assorted Metaverse doom-scrolling, and the recent annoying chan…

1
#75 Zev Glesta, spirits specialist Sotheby's New York, ex-bartender at The Modern, The Fat Duck/Dinner 1:47:20

22d ago1:47:20

1:47:20

Zev's had one of the most interesting career arcs of any bartender I know, but when we finally sat down to tape an episode, it turned out to have even more twists and turns than I thought! From Brooklyn to Melbourne to Montreal and back to NY, and from bartending for Heston Blumenthal Down Under to manning the shakers in the Meyerverse* that is Uni…

1
Episode 353: Our Annual Rebalancing Episode And Portfolio Reviews As Of July 19, 2024 49:40

23d ago49:40

49:40

In this final episode of Season Four we discuss the concepts of rebalancing and reallocating in all their glory and go through the planned annual rebalancings for four of the sample portfolios in excruciating detail. We also discuss all of the assets and allocations in the Risk Parity Ultimate portfolio and which ones we actually own in real life. …

1
Water stocks, sports brands & Baille Gifford: The Companies and Markets Show 39:49

25d ago39:49

39:49

This week, the IC team touch on everything from everything from water company share prices to the state of play in the sports brands industry, and Baillie Gifford’s investment trusts. Alex Hamer unpacks Ofwat’s regulatory crackdown and what reforms mentioned in the King’s Speech will mean for companies such as Pennon (PNN), United Utilities (UU) an…

1
Episode 352: Practical Advice On Investing In Gold, The Varying Value Of Education And Getting Your Generosity Matched 37:58

26d ago37:58

37:58

In this episode we answer emails from Judy, Steve and MyContactInfo. We discuss a recent offer by The Financial Quarterback podcast to match donations the the Father McKenna Center (yay!), why you should buy gold ETFs and NOT physical gold, Cartman and Kyle, and the varying value of education depending on the individual. Links: Father McKenna Cente…

1
‘It’s a fantastic environment for shorting’: Chris Tennant of Fidelity Emerging Markets 31:51

1M ago31:51

31:51

In the latest episode of IC Interviews, Dave Baxter sits down with Chris Tennant of Fidelity’s Emerging Markets Trust. The pair cover everything from stocks Taiwan Semiconductor (TSMC) and Nasper (JSE: NPN) to the opportunities for shorting in China and areas believed to be the home of future emerging markets. Timestamps 1:00 Stocks in portfolio & …

1
#74, Anna Sebastian, UK-based hospitality consultant, founder of #CelebrateHer, ending homelessness with @underonesky 2:06:58

29d ago2:06:58

2:06:58

Anna is brilliant and this episode - taped partly in a hotel lobby in London, and then on Zoom - is just like having a drink with her, which is always great. She's not afraid to say the things others won't, and her goal is to elevate anyone she works with, and especially to make bars better and get more women to embrace hospitality as a career opti…

1
Episode 351: The GOVT Fund, Retirement Resources, The Socratic Method And Portfolio Reviews As Of July 12, 2024 41:32

1M ago41:32

41:32

In this episode we answer emails from Brian, Wendy, and Midas. We discuss the bond fund GOVT and how it fits or doesn't fit in portfolio construction, some basics about IRA conversions and retirement resources (podcasts and groups), and follow up on Episode 340 with a discussion on our pedagogical approach, the pluses and minuses of the Socratic Me…

1
Best 50 ETFs, housebuilders & student Reits: The Companies and Markets Show 39:10

1M ago39:10

39:10

The episode begins with Alex discussing the housebuilding sector. He and Dan unpack Barratt’s (BDEV) recent trading update, whether investors should expect more M&A, and planning proposals from the new government. Julian follows up by analysing student accommodation provider Unite’s (UTG) seemingly positive trading update. He explores the investmen…

1
Episode 350: Skew And Managed Futures, Family Trucksters And Uncle Frank Says "Do Both" 36:22

1M ago36:22

36:22

In this episode we answer emails from Jeffrey, Justin and Matt. We discuss the concept of "skew" generally and in the context of investing in managed futures, a "station wagon" portfolio similar in macro-allocations to the new OPTRA sample portfolio, and the age old question of whether to pay down debt or invest. (Uncle Frank says "Do Both.") Links…

1
The Nuclear Debate: Fears, Facts and “Fission” | Carbon-free Energy, Sustainable Finance 25:56

1M ago25:56

25:56

Is nuclear power the key to a carbon-neutral future or an accident waiting to happen? Non-hydro renewables such as wind and solar are predicted to play a major role in the future. However, one of these energy solutions has divided public opinion more than others. To mention the name "nuclear" is to conjure up the boogie man or "he who must not be n…

1
#73, Ago Perrone, Director of Mixology, The Connaught, co-author, The Connaught Bar book 1:20:23

2M ago1:20:23

1:20:23

Well, I've know Agostino since he was a fresh-faced young buck at Montgomery Place, one of London's best cocktail bars back in the day. I remember when he moved to take the reins at the Connaught when it reopened, and the dream opening duo that was him and Erik Lorincz. In the sixteen years since, Ago built a core around him with stunning professio…

1
Baltic Classifieds, ActiveOps & outsourcers: The Companies and Markets Show 27:20

2M ago27:20

27:20

We begin the show with Jemma Slingo who covers results at Baltic Classifieds (BCG), the largest internet services provider for the Baltics. The business has a dominant position in the housing and car listings market, making it a similar company to the UK’s Rightmove and Auto Trader. Dan and Jemma unpack its expansion plans, risks and valuation. Nex…

1
Episode 349: Introducing O.P.T.R.A., a "Trogdor Portfolio" 33:50

2M ago33:50

33:50

In this episode we introduce a new sample experimental portfolio, the O.P.T.R.A., which is now also featured on the Portfolios Page at the website. It is a mixture of the latest and greatest ideas in portfolio construction. Links: O.P.T.R.A. backtest: testfol.io O.P.T.R.A. correlation analysis: testfol.io Morningstar UPRO: UPRO – Portfolio – ProSha…

1
'We underestimated tech's potential': Alastair Laing of Capital Gearing Trust 37:37

2M ago37:37

37:37

Dave Baxter hosts Alastair Laing of Capital Gearing Trust, a vehicle which aims to grow but also protect investments over long periods. Often known for its bearish stance, the team at the trust use a combination of bonds, equities and property to position themselves and investors' cash securely in case of rocky market periods. In the episode, Dave …

1
#72 Benji Cavagna, partner, Farmily Bars Group (Milan), co-founder, Bitter Fusetti 1:36:19

2M ago1:36:19

1:36:19

Benji (whose actual name is Fabio), is a friend, and a tremendous host even among his fellow Italian bartenders, which is really saying something. After studing philosophy and being a professional soccer player (!), Benji went into bartending and is now a partner in the Farmily hospitality group that includes 1930 Bar, MAG Cafe and Tripstillery, al…

1
Watches of Switzerland, Volex & CMC: The Companies and Markets Show 26:58

2M ago26:58

26:58

The Companies and Markets Show returns with a look at the prospects for three very different businesses. Retailer Watches of Switzerland (WOSG) had a disastrous start to the year but has shown signs of improvement since. Chris Akers asks if it can weather the luxury goods downturn. Then Jemma Slingo joins the show to examine Aim-listed cable and co…

1
Episode 348: Portfolios For 11-Year Olds, Basic Return Stacking, And A Fama-French Kerfuffle 26:42

2M ago26:42

26:42

In this episode we answer emails from Marco Esquandolas, Adrian and Paulo. We discuss portfolio advice for a precocious 11-year old, a simple return-stacked portfolio a la Corey Hoffstein and the priority of the Simplicity Principle, and some recent articles about the Fama-French database. Links: Corey Hoffstein Talking About His Return-Stacked Por…

1
#71, David Thomas Tao, Kentuckian, whisky writer, fitness commentator (!), voiceover actor, theatre investor 2:26:31

2M ago2:26:31

2:26:31

I kept bumping into David at events (like Philip Duff Show stalwart Tony Sach's regular get-togethers for writers and other waifs and strays) and he was always good fun to chat with, so me and him sat down in a shady spot inside Central Park* on a hot-as-balls day, on camp chairs, with a nearby wheelie cooler bag full of ice cold Negra Modelo beers…

1
Episode 347: Levered Small Caps, Cash Management Issues, Comparing Bond Fund Durations And Portfolio Reviews As Of June 21, 2024 29:18

2M ago29:18

29:18

In this episode we answer emails from Steven, Kaleb and Reynolds. We discuss a levered small cap fund (SAA), short-term cash management and related ETFs, and how to compare and use bond funds of differing durations. And THEN we our go through our weekly portfolio reviews of the seven sample portfolios you can find at Portfolios | Risk Parity Radio.…

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

2M 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
Episode 346: Musings On Luck, Escaping Empower, Anchorage, And IUL Perpetual Motion Machines 29:25

2M ago29:25

29:25

In this episode we answer emails from Mark, Casey, and Kyle. We discuss transitioning from a drecky complicated Personal Capital/Empower portfolio to a simple risk-parity style portfolio, the song "Anchorage", and Sam Kinison's take on an IUL policy. Links: Father McKenna Center Donation Page: Donate - Father McKenna Center Mark's Portfolio Analysi…

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

2M 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
#70, Gegam Kazarian, founder Yerevan Cocktail Week, Magika Cordials, champion bartender, renaisssance man 1:27:50

2M ago1:27:50

1:27:50

What to say about my old mate Gegam Kazarian? In his native Armenia, he studied biochemistry, then floral design, then silversmithing, started bartending, followed his passion for Spanish classical guitar by emigrating to Spain, started several bars and a mixology lab, won the Havana Club Rum European championships, the G'Vine Gin Connoisseur Progr…

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

2M 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
#69 (nice!), Shannon Mustipher, tropical drinks guru, bartender, author, consultant 1:24:19

2M ago1:24:19

1:24:19

Shannon, a Charleston native, is a powerhouse: an artist who left art due to its restrictions, a New York City bartender who championed rum when no-one cared about it (spoiler: a lot of people still don't care), the award-winning author of "Tiki: Modern Tropical Cocktails" and a consultant and ambassador for brands including Denizen Rum, Privateer …

Podcasts Worth a Listen

Investors Chronicle Podcasts

Podcasts Worth a Listen

Quick Reference Guide