Podcast Episodes
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Alpha Podcast: Bubble trouble
On this week's Alpha Podcast John and Phil reminisce about their dotcom boom days and the bubble-like behaviour of today's markets, and why it could …
5 years, 2 months ago
Keeping healthy
It’s been a mixed year for the health and fitness industry. On the one hand, gyms, clubs, and pools have all had prolonged periods of closure, but on…
5 years, 2 months ago
Alpha Podcast: Staying Positive
On this week's Alpha podcast John and Phil go on the hunt for more shares with the feelgood factor, despite some worrying words in Terry Smith's late…
5 years, 2 months ago
Trumped by Twitter
Donald Trump’s ban from Twitter, Facebook and Snapchat has put private media groups under the spotlight. Were they right to do it? Should social medi…
5 years, 2 months ago
Alpha podcast: Lockdown winners
On this week's Alpha Podcast John Hughman and Phil Oakley talk about the prospects for three companies that have seen business boom as a result of Co…
5 years, 2 months ago
Graham Harrison: 'Chasing after returns is always going to have some risk"
The destruction of risk free returns thanks to low interest rates means investors have to understand the risks inherent in chasing gains from assets …
5 years, 3 months ago
James Anderson: “Tesla’s rise is a symbol of a revolution in energy”
Baillie Gifford’s flagship fund, Scottish Mortgage Investment Trust (SMT), has delivered eye watering returns in recent years. In 2020 alone, the fun…
5 years, 3 months ago
Jeremy Grantham: “We have to run as if our lives depend on it”
Jeremy Gratham, co-founder of GMO Asset Management speaks to Nilushi Karunaratne about whether companies, governments and investors are taking enough…
5 years, 3 months ago
Randy Smallwood: I don’t think we’re anywhere near the highs of gold and silver
Wheaton Precious Metals chief executive Randy Smallwood on the steaming business model, gold's prospects and how to operate in a world where ESG is g…
5 years, 3 months ago
The Alpha Podcast: Tech, takeovers and the trouble with momentum
On this week's Alpha Podcast John Hughman and Phil Oakley discuss the crazy world of unicorn IPOs, the bidding war for Codemasters, and why Avon Rubb…
5 years, 3 months ago