Podcast Episodes
Back to Search
‘Trusts need to do better’: Boaz Weinstein of Saba Capital
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 b…
1 year, 2 months ago
Small-cap income stocks & Games Workshop: The Companies and Markets Show
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 t…
1 year, 2 months ago
‘I’m optimistic about stocks in 2025’: Lee and the IC
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 a…
1 year, 2 months ago
Yields, risk management and retailers: The Companies and Markets Show
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 con…
1 year, 2 months ago
Activist investing, Hollywood Bowl & US markets: The Companies and Markets Show
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…
1 year, 3 months ago
Small-cap expert Simon Thompson’s 2024 review: IC Interviews
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 eve…
1 year, 3 months ago
Investment psychology lessons & Ashtead: The Companies and Markets Show
Chris Akers unpacks the latest from equipment rental company Ashtead (AHT). The figures slightly underwhelmed the market, but the biggest factor affe…
1 year, 3 months ago
Partner Content: Anatomy of a great company
As stock pickers, the managers of The Brunner Investment Trust are looking for what they believe are great companies which can grow and deliver retur…
1 year, 3 months ago
Meeting Braemar’s CEO: Lee and the IC
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).
Ja…
1 year, 3 months ago
North Sea winners, airline stocks & shareholder democracy: The Companies and Markets Show
We begin with airlines Jet2 (JET2) and EasyJet (EZJ) who recently released results. Michael Fahy explores the current demand for travel and package h…
1 year, 4 months ago