Best Investors Chronicle Podcasts (2024)

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
London Real Estate market update with heads of resi research at Knight Frank & JLL - Market Update June 2024 22:00

3h ago22:00

22:00

The London real estate market is experiencing a slowdown due to higher mortgage rates, affecting transactions, especially in central London. However, the rental market remains strong. Experts predict that property prices will remain flat for the next 12-24 months, with a potential increase in 2025 as mortgage rates decrease. Political uncertainty a…

1
Global Influences and Local Impacts: Insights into UK Real Estate Trends 8:25

2d ago8:25

8:25

Discover the dynamic landscape of UK real estate through the lens of global influences and local impacts: American Buyers' Influence: Wealthy Americans are increasingly investing in UK properties, particularly in London, driven by a preference for luxurious homes and unaffected by UK tax policies or political changes. Celebrities like Taylor Swift …

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
Insights into Wealth: The Grosvenor Legacy, Property Investment vs. Pensions, Conveyancing Revolution, Taxation Exodus: UK's Super-Rich Flee, Prime London Property Boom 5:23

9d ago5:23

5:23

The Grosvenor Group, managed by the Duke of Westminster, represents a significant portion of the family's vast wealth, encompassing a diverse range of assets and activities. Historically, their wealth began with investments in various industries like coal and lead mining but shifted significantly in 1677 with the acquisition of valuable real estate…

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
The Future of UK Property: Tax Changes, Market Trends, and Investment Opportunities 7:28

17d ago7:28

7:28

In recent months, several significant developments have reshaped the UK property landscape, impacting everything from homebuying costs to prime central London prices and investment opportunities along the Crossrail line. This summary delves into the key changes and trends shaping the market, offering insights for prospective buyers, investors, and …

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
Housing Market Transformations: Policy Shifts, International Investments, and Environmental Impacts 7:49

23d ago7:49

7:49

Policy Reforms for Housing Crisis Resolution: The government is urged to depoliticize housing policy as a 500-page report calls for radical changes to address the housing emergency. Rent pressure zones are extended until 2025, impacting market dynamics, while the housing deficit requires significant annual investments. Leasehold Reforms: The Leaseh…

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
UK Property Landscape: Brexit Impact, Market Evolution, Policy Challenges & richest land owner 10:01

1M ago10:01

10:01

Brexit's Impact on UK Property Market: Explore the intricate effects of Brexit on the UK's real estate scene. Discover how economic uncertainty, fluctuating property prices, and policy shifts have shaped buyer opportunities and challenges. From regional variations to governmental support schemes, this story provides a comprehensive guide for naviga…

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
Property bulletin - Rental Reforms, Energy Efficiency, Prime London Market, and Legislative Updates 6:23

1M ago6:23

6:23

In this comprehensive property market update, we delve into four key areas shaping the real estate landscape: rental reforms, energy efficiency, the prime London market, and recent legislative developments. Rental Reforms - With the impending Renters Reform Bill, landlords face significant changes, including the introduction of "lifetime" deposits …

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
Insights for Overseas Investors with second homes & how to enhance its value 15:08

1M ago15:08

15:08

In this episode, host Farnaz Fazaipour welcomes Marco Pasi . They discuss the challenges faced by overseas property owners and the importance of comprehensive property management. Marco shares insights on understanding client needs, providing added value, and navigating the global real estate landscape. For overseas investors, treating their proper…

1
Capital Flow and Property Trends: A Deep Dive into the UK Real Estate Market of 2024 and the Resurgence of U.S. Investors 8:45

1M ago8:45

8:45

Discover the latest insights into the UK real estate market in 2024 with this comprehensive summary of key developments: Coutts Bank’s Shift in Investment Strategy:Coutts Bank's decision to move billions of pounds of client funds from the London stock market to foreign company shares reflects broader trends of capital outflows from the UK. The move…

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

1M 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
Britain's Real Estate Chronicles: Luxury Listings, Leasehold Reforms, Canary Wharf's Struggles, and Non-Dom Tax Debates 5:38

2M ago5:38

5:38

Luxury Listing at One Hyde Park: A luxurious five-bedroom flat in One Hyde Park, once owned by Kylie Minogue, is on the market for £175 million, potentially setting a record sale in the UK. The property, boasting Tom Cruise as a neighbor, offers opulent amenities and stunning views of Hyde Park. Leasehold Reforms Advocated by Sadiq Khan: London May…

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
Deciphering Marriage Value in London's Real Estate Landscape 12:23

2M ago12:23

12:23

Farnaz Fazaipour and Justin Bennett discussed the concept of marriage value in the context of leasehold reform. Justin Bennett explained the formula used in leasehold reform and how the relativity of shorter leases compared to freehold has fallen, leading to higher amounts of marriage value. They also discussed the potential implications of the Lea…

1
London's Luxury Property Market as Sellers Slash Prices; Government Reviews Window Regulations; Church of England Warns of Charitable Funding Losses 7:11

2M ago7:11

7:11

Michael Gove faces pressure to reconsider health and safety regulations impacting homebuilders. Implemented two years ago, the rules mandate upper-floor windows in new homes to be at least 1.1 meters from the floor, resulting in gloomier properties. Critics argue these regulations hinder traditional architectural styles and compromise livability. A…

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
Unlocking London's Property Puzzle: Exploring Leasehold Reform 26:24

2M ago26:24

26:24

In this episode, we're diving deep into the topic of leasehold reform with two industry experts: Katherine Simpson, a legal specialist from Edwin Coe, and Justin Bennett, a valuation expert from LBB Chartered Surveyors. The conversation kicks off with a recap of recent developments in the House of Commons regarding leasehold reform. Katherine and J…

1
Exploring UK's Wealth Enclaves, Buy-to-Let Shift, Reserved Investor Fund, Housing Cost Struggles, and Property Tax Concerns 7:29

2M ago7:29

7:29

Chapter 1: Exploring Wealth Enclaves - Implications & Trends In this chapter, we delve into the implications of affluent individuals residing in wealthy enclaves. We begin by examining a study revealing that residents of a specific area in Notting Hill, London, pay more in capital gains tax than the combined populations of Liverpool, Manchester, an…

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
London Property Insights Navigating Trends and Challenges 7:30

2M ago7:30

7:30

The London prime property market in 2023 faced challenges due to a disparity between sellers' expectations and buyers' perceptions, resulting in a decline in transaction volumes. Despite this, international buyers and specific catalysts kept transactions afloat. Looking ahead to 2024, cautious optimism persists amidst economic uncertainties. Report…

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
Co-living Trends, Connectivity Shifts, Tax Considerations, and Commercial Property Focus 6:31

3M ago6:31

6:31

Co-living Trends: Explore the rise of co-living in the UK rental sector, offering smaller apartments with communal amenities to foster community among young professionals. Investors and lenders are increasingly drawn to this trend, which presents a unique opportunity to reshape urban living. Connectivity Shifts: Discover how connectivity is reshapi…

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
Impacts of Gove's ground rent abolition - Exploring Investments and Leasehold Reform 10:06

3M ago10:06

10:06

Welcome to the London Property Podcast, your go-to resource for navigating the multifaceted London real estate market. Join host Farnaz Fazaipour as she engages in a thought-provoking discussion with Justin Bennett from LPB Chartered Surveyors on the intricate topic of ground rent. Together, they unravel the layers of ground rent, from its historic…

1
London's Property Market Under Threat: Airbnb-style Rentals, Stamp Duty Challenges, and Office-to-Hotel Conversions 9:53

3M ago9:53

9:53

Government Changes and Airbnb Rentals in London Westminster and Camden councils warn of potential risks to long-term rental properties as proposed government changes may allow landlords to convert rented properties into short-term accommodation without planning consent, exacerbating housing shortages. Fines for Property Empire Lazari Investments, a…

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
Expert Insights on Ground Rent and Leasehold Reform 10:06

3M ago10:06

10:06

The London Property Podcast offers valuable insights into the complexities of the London real estate market. In this episode, host Farnaz Fazaipour discusses ground rent with Justin Bennett from LBB Chartered Surveyors. Ground rent, historically an annual payment for land use, has evolved, sometimes doubling over time, leading to controversy and le…

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
Reform Delays, Housing Market Dynamics, and A Snapshot of London's Real Estate Landscape 4:03

3M ago4:03

4:03

In this comprehensive overview of London's real estate scene, we delve into the critical issues shaping the market. From the delays in rental reform to the bustling housing market trends and the epitome of luxury at Allen House, we cover it all. First, we examine the Rental Reform Bill, its stalled progress, and the ramifications for both tenants a…

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…

Podcasts Worth a Listen

Investors Chronicle Podcasts

Podcasts Worth a Listen

Quick Reference Guide