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The Armchair Trader Editor, Stuart Fieldhouse calls on his wealth of experience within the financial markets and extensive network of connections to bring you this investing podcast. Stuart invites guests on to the show each week to discuss important themes within the financial markets. His guests include CEO’s of listed companies from around the world, from micro cap stocks to large established businesses. He speaks with Fund Managers about stock picking and the markets in which they operate, and he chats with Market Analysts about a range of topics that offer a broader view of the markets as well as insight on topical themes and trends. Listen on SoundCloud, YouTube or wherever you get your podcasts.
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The Armchair Trader Editor, Stuart Fieldhouse calls on his wealth of experience within the financial markets and extensive network of connections to bring you this investing podcast. Stuart invites guests on to the show each week to discuss important themes within the financial markets. His guests include CEO’s of listed companies from around the world, from micro cap stocks to large established businesses. He speaks with Fund Managers about stock picking and the markets in which they operate, and he chats with Market Analysts about a range of topics that offer a broader view of the markets as well as insight on topical themes and trends. Listen on SoundCloud, YouTube or wherever you get your podcasts.
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1 Tesla Stock: Still a Smart Short or Bullish Buy? | Investor Insight 12:42
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Play Later Play Later Lists Like LikedOn March 7, we tipped Tesla (TSLA) as a short opportunity when it was trading at $270, down sharply from its $488 post-election high. Since then, the stock has seesawed between $259 and $288, caught in a whirlwind of tariff uncertainty and market indecision. Now, following Tesla's latest earnings, we're diving deep into what’s really driving the stock: 🔻 Why Tesla remains one of Wall Street’s most shorted stocks 🔥 How vandalism, arson, and plummeting European sales are adding pressure 💰 The role of regulatory credits in Tesla’s profitability 📉 Is now the time to stay short or shift strategy? Join The Armchair Trader as we break down the numbers, sentiment, and strategies every investor should consider.…
1 Fenix Resources is mining iron ore and transporting it to China | Ep.137 21:45
21:45 Play Later Play Later Lists Like Liked21:45
Play Later Play Later Lists Like LikedIn this podcast, host Stuart Fieldhouse speaks with Fenix Resources Executive Chairman, John Welborn. John talks about Fenix's simple mining extraction, transport logistics and port services. and their part in Western Australia exporting $60bn of iron ore to China. Stuart and John also discuss how iron ore prices have continued to perform well but given China's economic struggles, John gives his view on other areas that can sustain steel production going forward. John suggests that the market is irrationally pricing Fenix shares and suggests there could be a re-rate on the back of its production expansion. 00:00 Intro to Fenix Resources 02:23 The Iron Ridge Mine asset 02:54 Western Australia and the global iron ore market 04:17 Who's buying the iron ore? 05:10 Fenix also has a logistics arm 10:45 Other projects and the CZR takeover bid 12:02 Fenix's financial performance 13:08 The iron ore market this year 16:36 Sustainability 19:14 Future plans…
1 This outperforming Asia fund is Overweight the IT sector. Here's why | Ep.136 31:52
31:52 Play Later Play Later Lists Like Liked31:52
Play Later Play Later Lists Like LikedStuart meets Richard Sennitt, fund manager of Schroder Oriental Income [LON:SOI] to discuss the Asia-Pacific outlook, how Asian companies pay dividends compared with US/UK firms, and what the future may hold for China and the greater region. For more great investing ideas, news and insight, sign up to our FREE newsletter at www.thearmchairtrader.com/newsletter/ For stock tips and deeper company analysis get a free trial of Armchair Trader Plus+ at www.thearmchairtrader.com/register Listen on: Spotify - https://open.spotify.com/show/2vfaIsYhqcRejpjWNqYF6f Apple Podcasts - https://podcasts.apple.com/gb/podcast/the-armchair-trader-podcast/id1454640070 Amazon - https://music.amazon.co.uk/podcasts/68a66097-24d8-403e-a86f-70fab0d2d686/The-Armchair-Trader-Podcast SoundCloud - https://soundcloud.com/armchairtrader/ Follow us: BlueSky - https://bsky.app/profile/thearmchairtrader.com Linkedin - https://www.linkedin.com/company/10429893 Instagram - https://www.instagram.com/armchairtrader Facebook - https://www.facebook.com/TheArmchairTrader 00:00 Intro to Schroders Oriental Income investment trust 04:21 How do Asian company dividends compare with US/UK? 05:57 Outlook for yields in the region 09:54 How does the trust beat the benchmark? 12:30 Investment opportunities in financial services and technology 18:03 Changes in the Asian and ASEAN markets 20:55 Richard's view on China 25:38 Future growth in Asia-Pacific 27:44 How does Richard choose stocks for the fund?…
1 Five great stocks for investors during a trade war | Ep.135 16:41
16:41 Play Later Play Later Lists Like Liked16:41
Play Later Play Later Lists Like LikedWith the financial markets taking a hit as Trump's 'Liberation Day' tarrifs take effect, The Armchair Trader team take a look at five stocks from the UK and Europe that have very little exposure to US tariffs. Here's a link to our Defence Stocks podcast with Aneeka Gupta of WisdomTree - https://www.youtube.com/watch?v=mCVP_65vAiA As mentioned in the show here's a link to our Podcast with Mark Segal of Gaming Realms - https://www.youtube.com/watch?v=fGwb6IZpYkw You can find further insight on these stocks, and many more through our Members content. Sign up for a free trial here - https://www.thearmchairtrader.com/register/ Listen on: Spotify - https://open.spotify.com/show/2vfaIsYhqcRejpjWNqYF6f Apple Podcasts - https://podcasts.apple.com/gb/podcast/the-armchair-trader-podcast/id1454640070 Amazon - https://music.amazon.co.uk/podcasts/68a66097-24d8-403e-a86f-70fab0d2d686/The-Armchair-Trader-Podcast SoundCloud - https://soundcloud.com/armchairtrader/ Follow us: BlueSky - https://bsky.app/profile/thearmchairtrader.com Linkedin - https://www.linkedin.com/company/10429893 Instagram - https://www.instagram.com/armchairtrader Facebook - https://www.facebook.com/TheArmchairTrader 00:00 Trump's 'Liberation Day' tariffs 01:56 Not the time to sell 03:23 Babcock 06:25 ME Group 08:09 Implenia 11:14 Volution Group 12:43 Big reversal out of Magnificent 7 stocks 13:20 Gaming Realms…
1 European stocks are benefitting from defence budget boost | Aneeka Gupta, WisdomTree Ep.134 19:33
19:33 Play Later Play Later Lists Like Liked19:33
Play Later Play Later Lists Like LikedOn the podcast in this episode, host Stuart Fieldhouse chats with Aneeka Gupta, Director of Macroeconomic Research at WisdomTree about the health of the European Defence sector and how governmental spending is impacting on defence stocks. For more great investing ideas, news and insight, sign up to our FREE newsletter at www.thearmchairtrader.com/newsletter/ For stock tips and deeper company analysis get a free trial of Armchair Trader Plus+ at www.thearmchairtrader.com/register 00:00 What exactly is the Defence sector? 02:04 Do European defence companies especially benefit from Trump's 'America First' 05:24 Are current valuations justified? 08:35 Are there overlooked companies in the European defence sector? 10:24 Are US defence stocks the likely losers? 12:58 ESG and Defence 15:08 Cybersecurity companies now sit within the Defence sector 16:31 The Asia-Pacific defence sector…
1 Why you should be paying attention to the India equity markets with James Thom | Ep.133 19:27
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Play Later Play Later Lists Like LikedIndia has been one of the hottest global markets for some time, outperfoming China. Podcast host Stuart Fieldhouse meets James Thom, co-manager of the abrdn New India Investment Trust [LON:ANII] to find out how he selects Indian stocks for his portfolio, how the economy will develop and if the Indian success story can continue. For more great investing ideas, news and insight, sign up to our FREE newsletter at www.thearmchairtrader.com/newsletter/ For stock tips and deeper company analysis get a free trial of Armchair Trader Plus+ at www.thearmchairtrader.com/register 00:00 Intro to the abrdn New India Investment Trust 01:40 Why should investors look at India? 03:40 Is India's growth sustainable? 06:16 The importance of India's rural economy 09:10 The hot India IPO market 11:34 Which sectors look the best right now? 14:44 How do you select Indian stocks? 17:03 Star fund managers vs a team-based approach…
1 What is Blockchain and how do investors access those growth dynamics? with Blake Heimann | Ep.131 39:35
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Play Later Play Later Lists Like LikedThere has been a lot of talk about the blockchain and how much of a game-changer it is going to be in the technology space, affecting all our lives. But what is blockchain, and how do investors access those growth dynamics? In this podcast, host Stuart Fieldhouse chats to Blake Heimann, senior associate for quantitative research at WisdomTree, about the current trends and innovations in blockchain. On the podcast we discuss how WisdomTree accesses the blockchain sector in an ETF wrapper and what the long-term regulatory and scalability issues are for the sector. Also in focus are security issues and the importance of the management teams behind successful blockchain projects. We also get a chance to chat about volatility risks within blockchain and the wider sectors which stand to benefit the most from blockchain disruption. For more great investing ideas, news and insight, sign up to our FREE newsletter at www.thearmchairtrader.com/newsletter/ For stock tips and deeper company analysis get a free trial of Armchair Trader Plus+ at www.thearmchairtrader.com/register 00:00 Intro to investing in Blockchain 03:35 Blockchain trends and innovations 08:47 How can you evaluate a blockchain project? 16:02 The SEC and other regulators 23:02 Is security still an issue for large blockchain projects? 26:01 Looking at the management teams 29:19 Volatility risks 33:51 Sectors set to benefit from blockchain…
1 The growth in global lithium demand, with CleanTech Lithium | Ep.132 22:43
22:43 Play Later Play Later Lists Like Liked22:43
Play Later Play Later Lists Like LikedHost Stuart Fieldhouse meets Steve Kesler, Executive Chairman of CleanTech Lithium [LON:CTL] to discuss the growth in global lithium demand from battery storage, the company's Chilean projects and the new share offer for investors. For more investing ideas, news and insight, sign up to our FREE newsletter at www.thearmchairtrader.com/newsletter/ If you enjoy the podcast, like and subscribe for more great content. Listen on: Spotify - https://open.spotify.com/show/2vfaIsYhqcRejpjWNqYF6f Apple podcast - https://podcasts.apple.com/gb/podcast/the-armchair-trader-podcast/id1454640070 Amazon - https://music.amazon.co.uk/podcasts/68a66097-24d8-403e-a86f-70fab0d2d686/The-Armchair-Trader-Podcast Soundcloud - https://soundcloud.com/armchairtrader/ Follow us: X - twitter.com/armchairtweets Linkedin - www.linkedin.com/company/10429893 Instagram - www.instagram.com/armchairtrader Facebook - www.facebook.com/TheArmchairTrader 00:00 Intro to CleanTech Lithium 01:29 An update on the Laguna Verde project 03:30 What sets apart the company's Chilean projects? 04:42 Green lithium 06:16 Near-term milestones and the ASX listing 08:44 New share offer for retail investors 10:36 Why is now a good time to look at CleanTech Lithium? 11:38 The lithium market 14:18 US tariffs and China export restrictions 18:23 Main markets for CTL's product 20:03 Growing demand from battery storage projects…
1 Investing in Solar Energy with Ross Driver, Foresight Solar Fund | Ep.130 40:54
40:54 Play Later Play Later Lists Like Liked40:54
Play Later Play Later Lists Like LikedHost Stuart Fieldhouse meets Ross Driver of Foresight Solar Fund [LON:FSFL] which invests in UK and global solar energy projects. They discuss the kinds of assets managed by the fund, battery storage infrastructure, and planning restrictions. The fund balances the twin objectives of growth and income - how does it do that, and how important are electricity prices to the fund's performance? For more great investing ideas, news and insight, sign up to our FREE newsletter at www.thearmchairtrader.com/newsletter/ For stock tips and deeper company analysis get a free trial of Armchair Trader Plus+ at www.thearmchairtrader.com/register 00:00 Intro to Foresight Solar Fund 02:59 What does a typical asset in the fund look like? 04:46 Balancing both income and growth objectives 10:41 Selling on assets 12:24 Battery storage infrastructure investment 15:04 Planning restrictions on solar farms 17:29 Government support 20:00 How much will solar contribute to UK power needs in ten years' time? 22:39 Constraints on the growth of solar 25:47 How important are electricity prices to the fund's performance? 33:09 Strategy outside the UK 36:08 Measuring the social value of the fund…
1 The booming demand for lithium, with Chris Doornbos, CEO of E3 Lithium 28:03
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Play Later Play Later Lists Like LikedIn this episode, host Stuart Fieldhouse speaks with Chris Doornbos of E3 Lithium about demand for lithium, how direct lithium extraction works, using Alberta's legacy of oil drilling knowledge and infrastructure, and why E3 makes such an attractive case for a strategic partner. Watch the video of the interview on our YouTube channel. www.youtube.com/@armchairtrader For more investing ideas, news and insight, sign up to our FREE newsletter at www.thearmchairtrader.com/newsletter/ If you enjoy the podcast, like and subscribe for more great content. Listen on: Spotify - https://open.spotify.com/show/2vfaIsYhqcRejpjWNqYF6f Apple podcast - https://podcasts.apple.com/gb/podcast/the-armchair-trader-podcast/id1454640070 Amazon - https://music.amazon.co.uk/podcasts/68a66097-24d8-403e-a86f-70fab0d2d686/The-Armchair-Trader-Podcast?ref=dm_wcp_pp_link_pr_s Soundcloud - https://soundcloud.com/armchairtrader/ Follow us: X - twitter.com/armchairtweets Linkedin - www.linkedin.com/company/10429893 Instagram - www.instagram.com/armchairtrader Facebook - www.facebook.com/TheArmchairTrader 00:00 Intro to E3 Lithium and extracting lithium 02:29 Progress with the direct extraction project 03:50 A miner going vertical - using local knowledge and infrastructure 06:47 Exploiting legacy oil drilling data 07:48 Future plans: lithium carbonate and funding 10:00 What's so special about Alberta's lithium brine? 12:18 Company financials: cash in bank, federal grants 15:10 The urgency to onshore lithium production in Canada 18:20 Demand for lithium in North America 21:10 M&A in the lithium sector, and plans for E3 Lithium 25:07 The ideal strategic partner…
1 Low-cost mining with Central Asia Metals CEO Gavin Ferrar 17:09
17:09 Play Later Play Later Lists Like Liked17:09
Play Later Play Later Lists Like LikedHost Stuart Fieldhouse speaks with Gavin Ferrar of London-listed Central Asia Metals [LON:CAML] about CAML's mining projects in Kazakhstan and Macedonia. How do tailings projects work, how is sustainability managed and what are CAML's future growth plans. For more investing ideas, news and insight, sign up to our FREE newsletter at https://www.thearmchairtrader.com/newsletter/ If you enjoy the podcast, like and subscribe for more great content. Listen on: Spotify - https://open.spotify.com/show/2vfaIsYhqcRejpjWNqYF6f Apple podcast - https://podcasts.apple.com/gb/podcast/the-armchair-trader-podcast/id1454640070 Amazon - https://music.amazon.co.uk/podcasts/68a66097-24d8-403e-a86f-70fab0d2d686/The-Armchair-Trader-Podcast?ref=dm_wcp_pp_link_pr_s Soundcloud - https://soundcloud.com/armchairtrader/ Follow us: BlueSky - https://bsky.app/profile/thearmchairtrader.com Linkedin - https://www.linkedin.com/company/10429893 Instagram - https://www.instagram.com/armchairtrader Facebook - https://www.facebook.com/TheArmchairTrader 00:00 Overview of Central Asia Metals PLC 01:21 Financial performance of CAML 01:39 Kounrad copper mine in Kazakhstan 02:57 Profitability of CAML's operations 04:20 What are tailings and how much do CAML own? 06:14 Demand for copper and the role of tailings projects 07:51 CAML's Sasa project in Macedonia 09:32 Future projects and growth strategy 12:05 Keeping costs down with solar power 13:18 Sustainability of the mining industry…
1 Junior mining stocks - "we have removed a lot of the uncertainty", with Ross Allister of Peel Hunt 20:20
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Play Later Play Later Lists Like LikedIn the episode of the podcast, host Stuart Fieldhouse speaks with Ross Allister of Peel Hunt about the state of the mining sector in the UK, the difficulties that junior miners can face accessing capital and where investors might look for growth areas, whether lithium, hydrogen, silver or otherwise. You can watch the video of the interview on our YouTube channel. www.youtube.com/@armchairtrader For more investing ideas, news and insight, sign up to our FREE newsletter at www.thearmchairtrader.com/newsletter/ If you enjoy the podcast, like and subscribe for more great content. Listen on: Spotify - https://open.spotify.com/show/2vfaIsYhqcRejpjWNqYF6f Apple podcast - https://podcasts.apple.com/gb/podcast/the-armchair-trader-podcast/id1454640070 Amazon - https://music.amazon.co.uk/podcasts/68a66097-24d8-403e-a86f-70fab0d2d686/The-Armchair-Trader-Podcast?ref=dm_wcp_pp_link_pr_s Soundcloud - https://soundcloud.com/armchairtrader/ Follow us: X - twitter.com/armchairtweets Linkedin - www.linkedin.com/company/10429893 Instagram - www.instagram.com/armchairtrader Facebook - www.facebook.com/TheArmchairTrader 00:00 Intro to the Resourcing Tomorrow @resourcing-tomorrow conference 01:27 The state of the UK junior mining sector 06:00 What can be done to make London more attractive for miners? 07:48 Mining and ESG 09:36 Hot areas of the mining market 12:13 Junior miners market sentiment and availability of capital 15:08 Importance of retail investors to the mining sector 16:25 Advice for mining companies thinking of listing in London 18:49 2025 forecast…
1 High-yield investing with Martin Connaghan of Murray International Trust | Ep.129 26:46
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Play Later Play Later Lists Like LikedHost Stuart Fieldhouse meets Martin Connaghan, co-manager of the Murray International Trust. Murray International, listed in London and acquired by abrdn in 2001, is regarded as a sector leader in terms of the dividend yield it is able to deliver to investors. But how does a fund manager go about achieving such great results? Stuart talks to Martin about his allocation to emerging markets and how that fits into the Murray International strategy, and in particular about the red hot Asia tech stock sector. Stuart and Martin also chat about the fund’s overall strategy and some recent new additions to the portfolio. How do the managers make the case of buying a new position for the fund? Martin also explains how the managers have designed the defensive characteristics of the portfolio, and what this means in practice. For more great investing ideas, news and insight, sign up to our FREE newsletter at www.thearmchairtrader.com/newsletter/ For stock tips and deeper company analysis get a free trial of Armchair Trader Plus+ at www.thearmchairtrader.com/register 00:00 Intro to the Murray International Trust 02:21 What the trust invests in 03:51 When companies suspend dividends 06:11 Secret to a great dividend yield 08:17 Emerging markets allocation 11:32 Asia Pacific tech sector growth 14:26 Are Asian stocks consistent dividend payers vs Europe/US stocks? 16:55 Adding Mercedes-Benz to the portfolio 19:49 Macroeconomic factors in stock selection 22:24 Why is the trust rated as defensive?…
1 China's new trade restrictions on battery technology, with Dan Blondal of Nano One | Ep.128 10:54
10:54 Play Later Play Later Lists Like Liked10:54
Play Later Play Later Lists Like LikedIn this brief episode, host Stuart Fieldhouse speaks with Dan Blondal of Nano One Materials about China's new trade restrictions on LFP (Lithium-Iron-Phosphate). This move may well impact Nano One positively, since China supplies 99% of the world's LFP market, and Nano One is one of the few ex-China manufacturers. For more great investing ideas, news and insight, sign up to our FREE newsletter at www.thearmchairtrader.com/newsletter/ For stock tips and deeper company analysis get a free trial of Armchair Trader Plus+ at www.thearmchairtrader.com/register 00:00 The new China trade restrictions on LFP 01:51 How much of a lead do China have in the LFP and battery space? 02:49 How important is this battery technology? 05:10 Implications for Nano One 07:42 Scaling Nano One's technology to meet demand 09:45 LFP is coming!…
1 Finding the next big US technology success story with Baillie Gifford US Growth Trust | Ep.127 26:22
26:22 Play Later Play Later Lists Like Liked26:22
Play Later Play Later Lists Like LikedWe kick off the new year with host Stuart Fieldhouse talking to Gary Robinson, a partner at Baillie Gifford and the manager of the Baillie Gifford US Growth Trust [LON;USA], a FTSE 250 constituent. It seems like a timely discussion with so much focus on the US market at the moment. and with hedge fund Saba Capital seeking to take control of the trust's board. On the podcast we chat about the investment trust's strategy and especially its exposure to unlisted companies. We look at how the trust optimises its exposure to the US tech sector and whether the Mag 7 stocks are distracting tech investors from other opportunities. Gary also gives us his views on how to spot the next big technology success story. It's not all tech though: we also had time to look at the US healthcare sector and of course the likely impact of Donald Trump on the US stock market. Listeners should be aware that the podcast was recorded prior to Saba Capital's announcement on 18 December in which it said it would seek governance changes at seven listed trusts. For more great investing ideas, news and insight, sign up to our FREE newsletter at www.thearmchairtrader.com/newsletter/ For stock tips and deeper company analysis get a free trial of Armchair Trader Plus+ at www.thearmchairtrader.com/register 00:00 Intro to the Baillie Gifford US Growth Trust 03:18 Private companies in the portfolio 06:21 Why large tech companies decide not to IPO 08:12 The Mag7 stocks 10:40 Findind the next Amazon or Nvidia 14:14 Corporate culture and visionary management teams 16:33 Healthcare sector holdings 19:04 Will the new presidency be good for US growth stocks? 21:38 Gary's two favourite stocks…
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