Podcast Episodes
Back to Search
Meme Reversion
Episode 11
Meme stocks are on the rise again, with GameStop and AMC leading the charge again over the past week.
We look back at the crazy month of January 2021…
4 years, 4 months ago
In the Toilet: Macroeconomic indicators
Episode 10
Which macroeconomic indicators should we look at to understand where markets are heading?
How important are labour market indicators such as nonfarm …
4 years, 4 months ago
Bear in Mind: Cognitive bias in investing
Episode 9
Cognitive biases can impair investment decisions and cause us to make costly mistakes. We discuss the different biases, how to mitigate their impact,…
4 years, 4 months ago
Russian for the Exits
Episode 8
How will sanctions on Russia affect markets?
Western governments have imposed unprecedented economic sanctions on Russia for its invasion of Ukraine.…
4 years, 5 months ago
Satellite Navigation: Portfolio part 2
Episode 7
Should you add satellite investments to your core investment portfolio?
To prevent meddling with the core investment portfolio, many investors set as…
4 years, 5 months ago
Core Strength: Portfolio part 1
Episode 6
A popular approach to investing is to construct a core portfolio of long-term investments. But what investments should go into this core?
We consider…
4 years, 5 months ago
It's not ESG being green
Episode 5
Can ESG funds save the planet while delivering strong investment returns?
ESG funds claim to be able to keep the environment - and your conscience - …
4 years, 5 months ago
Tech Shares on the Titanic
Episode 4
Big Tech companies have had a wild earnings season.
Meta - the parent company of Facebook - suffered the largest-ever one-day loss in market value fo…
4 years, 6 months ago
Factor Fiction?
Episode 3
Ramin and Michael look at whether investing in factors such as value, momentum or quality can boost returns.
Which stocks do these funds buy? What ar…
4 years, 6 months ago
Bubble or Nothing?
Episode 2
Are we in an asset bubble?
Stocks, property and many other investments look expensive at the moment. Ramin guides us through different ways of lookin…
4 years, 6 months ago