Best Waverton Investment Management Podcasts (2024)

1
Green investment and rewilding with Ben Goldsmith 37:43

1d 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, Web Asset Management, then launched a dedicated green themed investment company, Manhattan Limited. Ben shares his passion for rewilding, e…

1
Making sense of markets with Bill Blain 30:18

15d 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

29d 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

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

2M 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
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
An Interview with Professor Russell Napier: Understanding global monetary systems 48:42

3M 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

4M 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
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
An Interview with Stefan Rheinwald: The evolving landscape of Japanese equities 18:04

5M 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
An Interview with Alena Isakova: Navigating Investment in China 29:41

6M 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
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
Season 2: Episode 1 – The Handover 18:22

7M 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
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

11M 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
Ross MacLeod and Paris Jordan: Responsible Stewardship and Sustainability 21:02

12M 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
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

1y 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
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
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
Kevin Uphill: Founder of Avondale 33:09

1+ y ago33:09

33:09

In this episode we are joined by Kevin Uphill. Kevin is the Founder of Avondale, a company that helps their clients with business sales. We discuss structuring a business for sale, deal negotiations, growth capital and the benefits of Employee Benefit Trusts. For further information please visit www.waverton.co.uk or www.avondale.co.uk LinkedIn: Do…

1
Harry Cole: Political Editor of The Sun 22:20

1+ y ago22:20

22:20

In our first episode of 2023 Doug is joined by Harry Cole, Political Editor of The Sun and one of the journalists closest to our previous Prime Minister Liz Truss. Harry has the most extraordinary insight and access to Liz and has co-authored the biography: Out of the Blue: The inside story of the unexpected rise and rapid fall of Liz Truss. Doug a…

1
Doug Barnett and Charlie Jones: A year in review 28:00

1+ y ago28:00

28:00

In our final episode of 2022 Doug is once again joined by Waverton Fund Manager, Charlie Jones. Following an incredibly tumultuous year, we take a look back on some key investment themes we have seen amidst raised geo-political risks, higher interest rates, higher inflation, higher commodity prices and supply chain disruption. It has been a big yea…

1
Lara Rodgers and Nadia Simonds: Founders of Lune + Wild 24:28

1+ y ago24:28

24:28

In this episode we are joined by Co-Founders of Lune + Wild, Lara Rodgers and Nadia Simonds. Lune + Wild focuses on producing, marketing and distributing healthy food for babies and children. We discuss what drew them to the world of food, what it is like innovating in the baby food category and how they are looking to raise money for expansion. Fo…

1
Rory Stewart: on a mission to eradicate extreme poverty 21:47

1+ y ago21:47

21:47

In this episode we are joined by former Secretary of State for International Development and co-host of hit podcast ‘The Rest is Politics’, Rory Stewart. Rory is the President of GiveDirectly, a charity that allows donors to send cash directly to people in poverty. We discuss the purpose of the charity, the research that underpins the program and t…

1
Erik Britton: Managing Director and CEO at Fathom Consulting 53:43

1+ y ago53:43

53:43

In this episode we are joined by Erik Britton, Managing Director and CEO at Fathom Consulting. Erik is responsible for the company's strategy, guiding its macroeconomic research and leading projects in macro, finance and political analysis. In this episode Erik identifies the macroeconomic problems facing the world at the moment and offers his solu…

1
Clare Balding: Broadcaster, Journalist and Author 31:21

1+ y ago31:21

31:21

In this episode we are joined by broadcasting legend, journalist and author, Clare Balding. Clare shares stories from her career; how she started, obstacles she has faced and how she has turned her passions into a profession. We discuss women’s sport, how attitudes have changed and the blurred line between the worlds of sport and business. Finally,…

1
Richard Oldfield: Founder of Oldfield Partners 34:40

1+ y ago34:40

34:40

In this episode we are joined by value investing rockstar, Richard Oldfield. Richard started his career in the seventies at Warburg Investment Management, later to become Mercury Asset Management, and after a stint at a family office founded Oldfield Partners. We discuss why he was first drawn to investment management, the history of value investin…

1
Jamie Gourlay: Founder of Verse 24:36

2y ago24:36

24:36

In this episode we are joined by serial entrepreneur Jamie Gourlay. Jamie has spent most of his career in the art world and more recently has been focussed on the NFT market. He is the founder of Verse, a platform built for those buying and selling NFTs. We discuss what led him down this path, what the future holds for his business and the part NFT…

1
Ed Hancock: Founder of cheesegeek 33:37

2y ago33:37

33:37

In this episode we are joined by Ed Hancock, the founder of cheesegeek, a subscription and gifting service for cheese lovers. In 2017, after a successful career in Fund Management, Ed followed his passion and applied his quant skills to bring cheese to fellow enthusiasts. We discuss the business proposition, operational integrity and why he is so o…

1
Nidhi and Sahil Verma: Founders of The Cookaway 32:45

2y ago32:45

32:45

In this episode we are joined by Nidhi and Sahil Verma, founders of recipe box brand The Cookaway. Born from their love of cooking from scratch, The Cookaway offers a subscription-free opportunity for foodies to create authentic, global dishes at home. We discuss how they built the brand, the technology behind order fulfilment, raising capital and …

1
Dr Mary Wellesley: Writer and Historian 27:04

2y ago27:04

27:04

In this episode we are joined by writer and historian Dr Mary Wellesley. Mary is a medieval manuscripts scholar and teaches courses on medieval language and literature as part of the British Library’s adult learning programme. We discuss why she was attracted to this field, how we attribute value to manuscripts and Mary shares some of the stories s…

1
Stuart Pearson Wright: English Portrait Artist 35:30

2y ago35:30

35:30

In this episode we are delighted to be joined by English artist and judge of the Waverton Art Prize 2022, Stuart Pearson Wright. We discuss how Stuart’s early life and time at The Slade School of Fine Art influenced both his work and work ethic and we try to establish the difference between creative and commercial value. The Waverton Art Prize was …

1
Fred Lloyd George: Co-Founder of Hamilton George Care 27:04

2y ago27:04

27:04

In this episode we are joined by Fred Lloyd George, co-founder of Hamilton George Care, a health business that focuses on live-in care across the UK. We discuss how and why he got into the care industry, what problem he is trying to solve and what the future holds for a company like his. For further information please visit www.waverton.co.uk or ww…

1
Thomas Olivier and Ben Thomson: Founders of Omnos 35:56

2y ago35:56

35:56

In this episode we are joined by Thomas Olivier and Ben Thomson, the co-founders on a mission to democratise the healthcare system. Their platform, Omnos aims to shift the focus of health and wellness from treating symptoms, to a more efficient holistic prevention model. We discuss the complicated problem they are trying to solve, what it takes to …

1
Thomasina Miers: Co-Founder of Wahaca 40:36

2y ago40:36

40:36

In this episode we are joined by pillar of the UK food scene, Thomasina Miers. MasterChef winner and graduate from Ballymaloe cookery school, Thomasina co-founded restaurant group Wahaca after falling in love with the flavours of Mexico after her travels there. In this episode we discuss sustainability in the kitchen, biodiverse ingredients and wha…

1
Christopher Garsten: Active management in European equity markets 30:03

2y ago30:03

30:03

In this episode we are joined by Christopher Garsten, manager of the Waverton European Capital Growth Fund. We explore capital cycle investing and Chris identifies where he sees the opportunities in Europe today. We discuss how he got into fund management and key advice for those looking to pursue a career in this field. For further information ple…

1
Freddie Fforde: Founder of Patch 34:59

2y ago34:59

34:59

Episode 60 – Freddie Fforde: In this episode we are joined by Freddie Fforde, the Founder of Patch, a flexible work near home concept with grand ambitions for expansion. We discuss Freddie’s career including his time at Entrepreneur First, his vision for shared work and life spaces and the challenges of growing a company like his. For further infor…

1
Gregor Angus: Co-Founder and CEO of True Royalty TV 35:57

2+ y ago35:57

35:57

In this episode Doug Barnett is joined by Gregor Angus, Co-Founder and CEO of True Royalty TV, an on-demand, subscription channel that focuses entirely on royal families. We discuss everything from the business model and how Gregor got into content creation, to raising capital and how he is using technology to disrupt archaic content distribution s…

1
The evolving world of journalism with Sarah Sands 30:41

2+ y ago30:41

30:41

In this episode Doug Barnett is joined by journalist and author Sarah Sands, former editor of The Sunday Telegraph, the London Evening Standard and Today on BBC Radio 4. We explore how social media is the 21st century equivalent of 18th century coffee houses and whether “who pays matters” in the world of journalism. Sarah also shares some brilliant…

1
Chris Keenan and James Parsons: Founders of Unibeez 30:51

2+ y ago30:51

30:51

In this episode we are joined by Chris Keenan and James Parsons, Founders of Unibeez, a platform designed to connect employers with talent from universities on a project-by-project basis. We discuss managing growth, building teams and raising capital. We question what it takes to create a coherent marketing message. For further information please v…

1
Maurits Pot: Active ETF Investing in Emerging and Frontier Growth Markets 32:20

2+ y ago32:20

32:20

In this episode we are joined by Maurits Pot, the Founder of Dawn Global and manager of CUBS ETF which is focused on five historically difficult-to-access equity markets in Asia: Bangladesh, Indonesia, Pakistan, Philippines, and Vietnam. These markets transcend the emerging and frontier market space and he sets out his case as to why he believes th…

1
Allocating to Private Markets with Luke Hyde-Smith and Lorenzo Marchioni 31:15

2+ y ago31:15

31:15

In this episode we are joined by Waverton’s Luke Hyde-Smith, Co-Head of Multi Asset Strategies and Lorenzo Marchioni, Head of Private Markets who set out the case of allocating to Private Markets. We begin by identifying the problem we are trying to solve by investing in the non-listed space and outline the historical context. We discuss investment…

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Waverton Investment Management Podcasts

Podcasts Worth a Listen

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