พอดคาสท์ Investors Chronicle ชั้นนำ (2025)

1
The great rotation, the ultra-rich & Close Brothers: The Companies and Markets Show 29:40

3d ago29:40

29:40

Dan Jones is joined by Alex Newman and Julian Hofmann to discuss the shift away from US shares towards Europe and even the UK – and the implications for investors. Next up, Alex Newman breaks down his Big Read this week on how the ultra-rich invest and what more humble investors can learn from their investing practices. Lastly we turn our attention…

1
Building stocks, Germany’s rearmament & Reach: The Companies and Markets Show 31:49

10d ago31:49

31:49

Mark Robinson sits in for Dan Jones this week and is joined by Michael Fahy to discuss building supplier stocks. The sector has had a rough few years with rising inflation and interest rates, and declining demand. Michael explores where the industry goes next. Alex Newman joins to unpack everything going on with FTSE 250 listed shipbroker Clarkson …

1
Meeting Vp’s CEO: Lee and the IC 39:34

13d ago39:34

39:34

Anna Bielby took the helm at Vp in September 2023, a year after John took his own stake in the business. In this episode, Bielby, Lord Lee and IC associate editor Alex Newman discuss the equipment leasing group's history, business model, threats and opportunities. As always, Alex and John wrap up with an update on Lord Lee’s portfolio, plus his tak…

1
Where mining goes next, Aberdeen & defence ETFs: The Companies and Markets Show 37:40

17d ago37:40

37:40

We begin with Aberdeen’s (ADBN) results, which pleased the market and sent shares up considerably. Julian Hofmann dives into the recent changes at the company and how they will impact investors. Jemma Slingo touches on another asset manager, Schroders (SDR) which also put out results. It’s then onto this week’s Big Read on the future of mining. Com…

1
There are AI winners apart from Nvidia: Nick Train of Finsbury Growth & Income 39:00

20d ago39:00

39:00

Nick Train is the first to admit that his investors haven’t seen the returns they’re used to recently. But despite some calls that haven’t quite worked out, in this interview, he points out the areas that should make up for this in the future. Listen to Dave Baxter and the fund manager discuss holdings in the fund such as Diageo (DGE) – which he’s …

1
Rolls Royce, banking stocks and Smith & Nephew: The Companies and Markets Show 30:14

25d ago30:14

30:14

Market darling Rolls Royce (RR) is going from strength to strength. After a return to dividends topped with a lucrative buyback, shares were up 20 per cent on the day of recording. James Norrington, author of this Rolls-Royce Deep Dive, unpacks the prospects for the business and everything investors need to know. Smith & Nephew (SN), a medical equi…

1
Nvidia, Money Supermarket & Wood Group: The Companies and Markets Show 32:10

1M ago32:10

32:10

We begin with Mony Group (MONY), better known as Money Supermarket, whose results showed the insurance industry isn’t struggling as some fear. Mark Robinson shares all investors need to know. Arthur Sants, our US correspondent and author of this week’s Big Read on Nvidia (NVDA), explains the key points from the article. From the threat of DeepSeek …

1
Vietnam and India will benefit from China’s fall: Carson Block of Muddy Waters Resrearch 36:21

1M ago36:21

36:21

Founded in 2010 by Carson Block, Muddy Waters Research is best known for its short-selling, predominantly in the mid-cap space. In this episode of IC Interviews, Block joins Dave Baxter to discuss what it would take for him to bet against the Magnificent Seven, the UK activist investing landscape, opportunities in Vietnam and India, and why China i…

1
Renishaw, Filtronic & British American Tobacco: The Companies and Markets Show 36:24

1M ago36:24

36:24

Christoper Akers kicks off the podcast with engineer Renishaw’s (RSW) results. From supply chain issues to long-standing murmurs of a sale, find out why investors were disappointed. Valeria Martinez then unpacks designer and manufacturer Filtronic (FTC), whose results were warmly received by the market. Listen to find out how the firm landed contra…

1
Why finance should be taught in schools: Lee and the IC 35:30

1M ago35:30

35:30

This month, Lord Lee and Alex are joined by Member of Youth Parliament, Cameron Holt. At just 16 years old, Cameron’s goal is to get the government to recognise it is failing children with financial literacy. He believes, that through incorporating it into the curriculum, children will increase their confidence in a post-education world, and be mor…

1
Pharma results, Crest Nicholson & Compass Group: The Companies and Markets Show 36:39

2M ago36:39

36:39

Julian Hofmann opens today’s podcast by unpacking results from AstraZeneca (AZN) and GSK (GSK). AstraZeneca had a particularly strong quarter despite China’s investigation into the importation of cancer drug, Imjudo. GSK’s dividends were up, positive news for income investors, but its vaccine rates have slowed as they are more exposed to the US adm…

1
Some European stocks will be protected from Trump: Sam Gleave of Liontrust European Dynamic 26:34

2M ago26:34

26:34

In the latest episode of the IC Interviews, Dave Baxter sits down with Sam Gleave of Liontrust’s European Dynamic. The fund seeks out companies lowly valued by investors, but that could generate more cash than they need to sustain strong growth. In the episode, Dave and Sam discuss why the fund is still bullish on European markets, the outlook for …

1
DeepSeek, Tesco & AJ Bell: The Companies and Markets Show 38:21

2M ago38:21

38:21

Our panel kick off the podcast with a rundown of the latest news from the AI world. Chinese-owned DeepSeek’s smarter and more sustainable design helped knock half a billion dollars from Nvidia’s (NVIDIA) market cap. The panel discuss what comes next for AI stocks and return-hungry investors. It’s then on to Michael Fahy to chat about this week’s ma…

1
Predicting the market, US banks & biotech: The Companies and Markets Show 36:02

2M ago36:02

36:02

On the week Donald Trump retook the position of US president, a handful of banking stocks released strong results. Jemma Slingo joins host Dan Jones to explore what investors need to know about Trump’s potential impact, the differences between UK and US banks, and a broader outlook for the year. It’s then onto this week’s cover feature on creating …

1
‘Trusts need to do better’: Boaz Weinstein of Saba Capital 30:28

2M ago30:28

30:28

Dave Baxter and Dan Jones sit down with the founder of Saba Capital, Boaz Weinstein. Last month, Saba sent the investment trust space into disarray by announcing it wanted to unseat board members at seven underperforming trusts, and merge them or offer shareholders a way out. In the episode, Dave and Dan grill Boaz on how Saba’s plans would work, w…

1
Small-cap income stocks & Games Workshop: The Companies and Markets Show 34:38

2M ago34:38

34:38

This week’s episode starts off with a discussion of Games Workshop’s (GAW) results which showed strong core revenues. Valeria Martinez looks at how the business is performing geographically, the catalysts of its growth, its forecasts and more. Julian Hofmann then gives listeners an insight into our latest cover feature on dividend minnows. He share…

1
‘I’m optimistic about stocks in 2025’: Lee and the IC 31:41

2M ago31:41

31:41

The duo reunite after the festive period for a conversation on how Lord Lee’s portfolio performed, why he feels optimistic about the next 12 months and how he’s invested a strong flow of dividends. The pair discuss Christie Group plc, a stock Lord Lee suggests is “severely underrated”, his opinion on what to do with a company that’s down 50 per cen…

1
Yields, risk management and retailers: The Companies and Markets Show 34:43

2M ago34:43

34:43

We begin with trading updates from retailers and update investors on all they need to know about Next (NXT), M&S (MKS) and Greggs (GRG). There is considerable pressure across the board due to higher national insurance contributions, rising wages and uncertain consumer sentiment. Michael Fahy, Mark Robinson and Alex Newman weigh in. Mark Robinson ta…

1
Activist investing, Hollywood Bowl & US markets: The Companies and Markets Show 29:23

3M ago29:23

29:23

We begin the year's final podcast discussing activist investor Saba Capital. Funds editor Dave Baxter explores the impact of its demand to remove the boards of seven investment trusts and what investors should do if the changes go ahead. It’s then onto Hollywood Bowl’s (BOWL) results. The company reported a 7 per cent rise in revenue, but shares st…

1
Small-cap expert Simon Thompson’s 2024 review: IC Interviews 36:46

3M ago36:46

36:46

After a busy year of geopolitical changes, there is a lot of ground to cover when discussing markets. In this episode, Simon and Dan Jones unpack everything from the mass number of moves to the US market to knotty Aim shares, and the sectors investors should keep an eye on in 2025. Timestamps 01:02 2025 prospects 06:06 Economic backdrop 10:23 Upgra…

1
Investment psychology lessons & Ashtead: The Companies and Markets Show 33:09

3M ago33:09

33:09

Chris Akers unpacks the latest from equipment rental company Ashtead (AHT). The figures slightly underwhelmed the market, but the biggest factor affecting the business was the announcement that it’s moving its listing to the US. Onto our latest cover feature on behavioural psychology and investing. Alex Newman lays out his intention with the piece,…

1
Partner Content: Anatomy of a great company 17:16

3M ago17:16

17:16

As stock pickers, the managers of The Brunner Investment Trust are looking for what they believe are great companies which can grow and deliver returns to shareholders. Whilst this may sound obvious, just what exactly are the common factors in the DNA of a “great” company? Joe Lynam quizzes portfolio manager Julian Bishop on how he and his team go …

1
Meeting Braemar’s CEO: Lee and the IC 39:41

3M ago39:41

39:41

Alex and Lord Lee sit down with the CEO of one of the holdings in Lord Lee’s portfolio: James Gundy of the shipping service company, Braemar (BMS). James has been group CEO since 2021 and he unpacks the ins and outs of running a shipbroker on London’s main market, how it compares to its competitors and its navigation of some complicated geopolitica…

1
North Sea winners, airline stocks & shareholder democracy: The Companies and Markets Show 33:06

4M ago33:06

33:06

We begin with airlines Jet2 (JET2) and EasyJet (EZJ) who recently released results. Michael Fahy explores the current demand for travel and package holidays, and the reputational issues affecting share valuations. The future of the North Sea is murky but the industry now has clarity on its taxes. Our commodities expert, Alex Hamer, lays out the opp…

1
‘You don’t have to love Europe to own its stocks’: Stefan Gries of BlackRock Greater Europe 46:16

4M ago46:16

46:16

In the latest episode of the IC Interviews, Val Cipriani, personal finance editor, sits down with Stefan Gries of BlackRock Greater Europe Trust. The fund is known for focusing on businesses with dependable profits and finds success even though it takes less risk than the average investor. Hear Gries’s take on Dutch semiconductor stock ASML (AMS), …

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Investors' Chronicle

Investors' Chronicle

1
The great rotation, the ultra-rich & Close Brothers: The Companies and Markets Show 29:40

1
Building stocks, Germany’s rearmament & Reach: The Companies and Markets Show 31:49

1
Meeting Vp’s CEO: Lee and the IC 39:34

1
Where mining goes next, Aberdeen & defence ETFs: The Companies and Markets Show 37:40

1
There are AI winners apart from Nvidia: Nick Train of Finsbury Growth & Income 39:00

1
Rolls Royce, banking stocks and Smith & Nephew: The Companies and Markets Show 30:14

1
Nvidia, Money Supermarket & Wood Group: The Companies and Markets Show 32:10

1
Vietnam and India will benefit from China’s fall: Carson Block of Muddy Waters Resrearch 36:21

1
Renishaw, Filtronic & British American Tobacco: The Companies and Markets Show 36:24

1
Why finance should be taught in schools: Lee and the IC 35:30

1
Pharma results, Crest Nicholson & Compass Group: The Companies and Markets Show 36:39

1
Some European stocks will be protected from Trump: Sam Gleave of Liontrust European Dynamic 26:34

1
DeepSeek, Tesco & AJ Bell: The Companies and Markets Show 38:21

1
Predicting the market, US banks & biotech: The Companies and Markets Show 36:02

1
‘Trusts need to do better’: Boaz Weinstein of Saba Capital 30:28

1
Small-cap income stocks & Games Workshop: The Companies and Markets Show 34:38

1
‘I’m optimistic about stocks in 2025’: Lee and the IC 31:41

1
Yields, risk management and retailers: The Companies and Markets Show 34:43

1
Activist investing, Hollywood Bowl & US markets: The Companies and Markets Show 29:23

1
Small-cap expert Simon Thompson’s 2024 review: IC Interviews 36:46

1
Investment psychology lessons & Ashtead: The Companies and Markets Show 33:09

1
Partner Content: Anatomy of a great company 17:16

1
Meeting Braemar’s CEO: Lee and the IC 39:41

1
North Sea winners, airline stocks & shareholder democracy: The Companies and Markets Show 33:06

1
‘You don’t have to love Europe to own its stocks’: Stefan Gries of BlackRock Greater Europe 46:16

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