Explorez tous les épisodes du podcast The Modern Investor

Some of the world's most valuable companies are staying private for longer than ever. 

So by the time they reach the stock market, have everyday investors already missed the biggest opportunity?

In today's episode, Reda's joined by Ben Black, Co-founder of Akkadian Ventures and CIO of Powerlaw Corp, to get to brass tacks about how private markets are changing, and what that means for the average investor.

Ben also breaks down the different ways investors can gain exposure to private companies, the risks and rewards of private market investing, and why the next generation of AI winners may still be private.

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Is the AI trade entering a new phase?

In this week's episode of Market Open, Reda and Russell unpack another eventful week for markets. They discuss SK Hynix's record-breaking US listing, why some investors are starting to question whether AI stocks have run too far, and what the latest moves in memory chips could mean for the companies building the next generation of AI.

In this episode:

• Why AI investors may need to rethink the winners
• SK Hynix's blockbuster US listing
• The growing pressure on hyperscalers ahead of earnings
• What higher oil prices could mean for inflation
• The key market risks to watch this week

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Brought to you by our sister podcast, Generation (Spotify) (Apple Podcasts).

Unlock the secrets of exceptional marketing with Johan Jervøe, former CMO of UBS and Intel. Max and Johan discuss the power of customer insight, how to leverage celebrity endorsements, the art of crafting campaigns that really resonate, and much more.

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On the second episode of The Finimize Podcast, Jonathon Hobbs, CFA, Lead Crypto Analyst at Finimize joins the show for a discussion on what went wrong for crypto last year, Bitcoin's outlook, the FTX hangover, institutional adoption, the outlook for crypto in 2023, and more.

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Timestamps:

00:00 - Introduction
01:08 - What went wrong with Crypto last year?
07:00 - Is Bitcoin still considered a hedge?
11:40 - Is FTX a good thing for Crypto?
14:15 - Bitcoins cycle explained
18:35 - Is now a good time to accumulate Bitcoin?
22:30 - How have the scandals affected institutional adoption?
27:20 - Crypto sector outlook (NFTs/DeFi/AI)
32:00 - Outro

On the first episode of "The Finimize Podcast" Eddie Donmez welcomes Daniel Ives, Managing Director of Wedbush Securities for a discussion on Microsoft's partnership with OpenAI, Elon Musk's EV power-play with Tesla, the outlook for technology stocks in 2023, and more.

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Timestamps:

00:00 - Introduction
01:08 - Outlook for Tech stocks in 2023?
03:26 - Is a recession priced into stocks?
05:30 - What are Institutional investors saying?
07:22 - What does soft-landing mean for stocks?
12:09 - How will markets respond to layoffs?
15:30 - OpenAI and ChatGPT
19:00 - Musks Twitter overhang on Tesla
22:00 - Tesla 20% price cuts
26:00 - Big Tech outlook


DISCLAIMER: Anything discussed on The Finimize Podcast should NOT be considered financial or investment advice.

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On today's episode, Carl and the gang dive into the fundamentals of personal finance. They explore essential topics like how much cash you should really hold, and how to use it, pensions, fixing mortgage rates, and balancing risk and return in your retirement planning. Hear from Stéphane Renevier, Reda Farran, Theodora Lee Joseph, and Russell Burns.

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No one knows Warren Buffett like David Kass: the finance professor's been tracking the Oracle’s every move since the 1980s. He sat down with our show's producer, Guy Gardener, to explain what he thinks about Buffett's latest stock moves – and what he might do next.

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Brought to you by our sister podcast, Generation (Spotify) (Apple Podcasts).

Discover what it takes to be a top-tier CMO with Citi's Alex Craddock. From transforming the iShares brand to leading game-changing campaigns, Craddock shares his secrets on mastering data, technology, and business growth. 

Get insider tips on leadership, mentorship, and crafting bold, visionary marketing strategies. Perfect for aspiring CMOs and seasoned pros alike—this episode is your blueprint for marketing success.

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The show gives you everything you need to know about the day's biggest financial stories and trends, in five minutes or less - plus a regular Q+A with our world-class analysts. 

If you were hoping for some stable predictability in the markets, well, 2024 might not be your year. Sree Kochugovindan, senior research economist at abrdn, has been watching the recent blast higher in volatility. 

She sat down with Carl recently and discussed how interest rate decisions from the world’s big central banks (especially in the US and Japan) have driven a lot of the market’s swings. But, she noted that other things are playing a role, too, and with the US presidential election just a few months away, things are likely to remain tumultuous for a while yet. 

Luckily, she’s got some insights for investors and economists, as they brace for the potential outcomes.

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The Finimize analyst team get together for a mid-year hurrah. They checked in on how their 2024 predictions have played out so far, and what they’re expecting for the rest of the year. Hear from Stéphane Renevier, Reda Farran, Theodora Lee Joseph, and Russell Burns – hosted by Carl Hazeley. They’ll make some fresh predictions, share what they’ve learned, and exchange some witty banter (maybe. You be the judge.).

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US jobs data suggested that the country is starting to strain under high interest rates, while Nvidia challenger Cerebras filed for an IPO.

Today’s stories:

• The US Created Fewer Jobs Than Expected, And Unemployment Ticked Up Too
• Chip Designer And Nvidia Rival Cerebras Filed For An IPO

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Apple and Amazon both showed investors how they fared last quarter, but their adequate performances failed to earn them credit. After four years of interest rates moving only one way, the Bank of England finally dropped rates.

Today’s stories:

• Adequate Results From Apple And Amazon Weren’t Enough To Get Investors Excited
• After Four Years, The Bank Of England Finally Trimmed Interest Rates

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The Bank of Japan raised its benchmark interest rate to the highest point since 2008, and Meta reported stronger-than-expected sales for last quarter.

Today’s stories:

• Surf’s Up For Meta: The Firm Reported Stronger Sales Than Expected
• The Bank Of Japan Raised Interest Rates For Just The Second Time Since 2007

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Inflation may have slipped from the headlines, but is it really behind us?

This week on Market Open, Reda and Russell explore why inflation could prove more persistent than investors expect - even before this year's Middle East conflict. 

They also turn to one of the biggest shifts happening inside the AI boom: why memory chip makers are gaining pricing power, what it means for the hyperscalers pouring billions into AI infrastructure.

Plus: South Korea's volatile week, the latest on AI spending, and the key events investors should be watching in the days ahead.

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You’ve probably heard of the Net Promoter Score, or NPS. But on this episode of the Generation Podcast, Hannah Grove - ex-State-Street CMO and now board member at abrdn - is going to show you how to harness it. 

She sat down with Max to discuss how Hannah transformed State Street as a marketeer, why NPS should be a CMO’s number 1 metric, and why it’s so hard to create great content in-house. 

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Geopolitics and macroeconomics have never been so intertwined, so Paul Diggle, chief economist at abrdn shared his analysis covering different scenarios for the US presidential election and the potential market impact of each outcome. 

Paul also discussed why he likes the look of corporate bonds right now, why he’s warming up to real estate after avoiding it for a while, and what he makes of the US dollar.

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Finfluencer Bill Ackman slashed the target size for his brand-new  fund, while the latest look at inflation hinted that the US could achieve a soft landing.

Today’s stories:

• Bill Ackman Slashed The Target Size For His New Fund By A Mile
• The Fed’s Trusted Inflation Measure Pointed To Cooler Blue Levels

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US economic growth cruised at a faster-than-expected pace, while an AI selloff stoked wider worries about the Big Tech-driven stock market.

Today’s stories:

• The US Economy Grew At A Surprisingly Snappy Pace Last Quarter
• AI Jitters Sent Markets The World Over Into A Tailspin

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European firms are facing a dismal quarter as demand from China slows, while business activity in Britain showed it’s making a comeback.

Today’s stories:

• European Firms Are Looking Glum As Demand From China Slows
• The Clouds Might Finally Be Parting For The UK Economy

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Alphabet delivered an expectation-beating – yet slightly ho-hum – quarterly update, while ether spot ETFs started trading in the US.

Today’s stories:

• Alphabet Spelled Out Better-Than-Expected Results
• In A Big Step For Crypto, The First Spot Ether ETFs Just Launched

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Warren Buffett cashed in some Bank of America stock, while activist fund Elliott Management ordered up a serving of Starbucks.

Today’s stories:

• Warren Buffett’s Berkshire Hathaway Gave Its Bank of America Stake A Trim
• Activist Fund Elliott Management Picked Up A Venti Stake In Starbucks

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A swing and the biggest of misses for CrowdStrike led to global IT chaos, while OpenAI cozied up to Broadcom for a fresh supply chain connection.

Today’s stories:

• Cybersecurity Firm CrowdStrike Struck Out, Sparking A Huge Global Tech Outage
• OpenAI’s Chatting Up Broadcom For A Fresh Supply Chain Connection

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Global shipping troubles and threats of fresh tariffs revived old worries about inflation, while chipmaker TSMC unveiled its AI-powered results.

Today’s stories:

• Global Shipping Troubles And Tariff Threats Could Cause Waves For Inflation
• The Chips Are Up For TSMC, And The Future Is Looking Bright Too

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ASML reported strong results, but geopolitical tensions threatened to cloud its outlook, while the Russell 2000 index notched its best five-day streak since 2020.

Today’s stories: 

• ASML’s Strong Results Were Overshadowed By Potential Trade Restrictions
• Smaller Stocks Have Been Rallying: The Russell 2000 Just Notched A Five-Day Streak

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Introducing Market Open: a new weekly show from The Modern Investor. 

Each week, Finimize analysts Reda Farran and Russell Burns chew over the biggest stories in markets, what they mean for investors, and what they're watching in the week ahead.

In todays episode....

• Why AI is increasingly driving every corner of financial markets
• SpaceX's latest AI deals and what they mean for the company
• South Korea's push for MSCI developed-market status
• The outlook for inflation, rates, and the global economy

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Morgan Stanley and Bank of America posted better-than-expected updates – and while Saudi Arabia has big plans, they’re proving tricky to pull off.

Today’s stories: 

• Both Bank Of America And Morgan Stanley Released Expectation-Beating Results
• Saudi Arabia’s Multi-Trillion-Dollar Makeover Isn’t Going According To Plan

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DIY traders have grown up a lot since that first wild GameStop ride. Steph Guild, Senior Director of Investment Strategy at Robinhood tells the tale, plus the surprising things those investors want and need from their trading tools now.

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Google is reportedly in talks to buy cybersecurity firm Wiz for $23 billion, while China’s slow economic growth is causing waves in the luxury market.

Today’s stories: 

• Google’s Parent Alphabet Could Buy Cybersecurity Firm Wiz For $23 Billion
• China’s Economy Is Growing More Slowly, And That’s Hurting The Luxury Industry

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JPMorgan Chase and Citigroup announced blowout second-quarter earnings, while analysts are more optimistic than usual about US companies this earnings season.

Today’s stories: 

• JPMorgan Chase Came Out Swinging With Results That Crushed Expectations
• Analysts Are Cautiously Optimistic About This Earnings Season

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Fresh data showed retail investors are the most optimistic they’ve ever been, while professional investors are concerned about round-the-clock retail trading.

Today’s stories: 

• According To The Modern Investor Pulse, Retail Investors Are Very Optimistic Right Now
• Professional Investors Are Concerned About Round-The-Clock Retail Trading

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Microsoft and Apple put space between themselves and OpenAI, while China inched closer to deflation – a worrying sign for the world's second-biggest economy.

Today’s stories: 

• Microsoft Ditched Its Board Seat At OpenAI, And Apple’s Stepping Away Too
• China’s Getting Closer To Deflation – And That’s Not Good

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There weren’t many new users to count over at X (formerly Twitter) last quarter, while most active funds have fallen short of beating the S&P 500 this year.

Today’s stories: 

• New Users Were Few And Far Between At X (Formerly Twitter) Last Quarter
• Slow And Steady Is Paying Off, With Passive Funds Pulling Ahead This Year

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Global temperatures breached a key climate threshold for a full year, while the French government’s in deadlock after a surprise win for the left.

Today’s stories: 

• Global Temperatures Breached A Key Climate Threshold For A Full Year
• After An Unexpected Turn Of Events, France Is In Political Deadlock

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The Labour Party won the UK election by a landslide, while the US created 206,000 jobs in June – more than expected.

Today’s stories: 

• The Labour Party Won In The UK, Creating A (More Stable) Majority Government
• The US Added More Jobs Than Expected, But That’s Not The Whole Story

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Tesla turned the corner, and AI was in the driver’s seat, while Japan’s wages are set to rise at their highest rate in more than 30 years.

Today’s stories: 

• Investors Are Paying Attention To Tesla Again, And That’s Partly Thanks To AI
• Japan’s Trade Unions Just Secured The Biggest Pay Hike Since 1990

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Is Bitcoin digital gold, a risk asset, or something entirely different?

In the first episode of The Modern Investor Podcast, Finimize CEO Carl Hazeley sits down with Chris Bendiksen, Head of Bitcoin Research at CoinShares, to unpack one of the most debated assets in modern investing.

They discuss Bitcoin's fundamentals, whether it can act as a safe haven during periods of market turbulence, as well as Chris's outlook on Bitcoin's long-term future.

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Revolut's new legion of customers helped the fintech make a record-breaking profit, while tech companies are turning to nuclear energy to satisfy the power demands of AI.

Today’s stories: 

• Revolut Flashed A Record Profit, Thanks To Higher Interest Rates And More Users
• Tech Firms Have Been Going Nuclear To Meet The Lofty Power Demands Of AI

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Keith Gill, a.k.a. “Roaring Kitty”, caused more ruptures in the stock market, while China's patchy stats showed exactly why its stock rally ran out of puff.

Today’s stories: 

• The “Roaring Kitty” Chowed Down On Pet Food Retailer Chewy’s Stock
• China’s Manufacturing And Services Sectors Are Looking Worse For Wear

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Nike dropped a dull full-year forecast and investors went running, while US inflation came in close to target – but that didn’t change rate cut expectations.

Today’s stories: 

• Nike’s Stock Plunged After The Sportswear Giant Released A Dreary Forecast
• US Inflation Is Getting Closer And Closer To Toeing The Fed’s Line

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SpaceX could become the world’s second-highest-valued private company, while US chip giant Micron announced better-than-expected results.

Today’s stories: 

• SpaceX Could Become The World’s Second-Highest-Valued Private Company
• Micron Beat Expectations, But Investors Still Ditched The American Chipmaker’s Stock

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China approved Novo Nordisk's weight-loss wonder drug Wegovy, while Denmark approved the world’s first carbon tax on agriculture.

Today’s stories: 

• Novo Nordisk Got The Green Light In China For Its Weight-Loss Drug Wegovy
• Denmark Just Approved The World’s First Polluting Tax On Agriculture

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Airbus lowered its profit outlook for the year, while Apple and Microsoft were charged under the EU’s new Digital Markets Act.

Today’s stories: 

• Airbus Lowered Its Profit Outlook After Lingering Supply Chain Kinks
• Apple And Microsoft Have Been Caught In The EU’s Regulatory Crunch

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Apple and Meta seemingly put the past behind them to talk about collaborating, while copper prices are starting to fall from their record highs.

Today’s stories: 

• Apple Could Integrate One Of Meta’s AI Models Into Its Products
• Copper Prices Have Started To Fall From Their Recent Record Highs

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Chad West knows how to grow a fintech firm: he led marketing at Revolut for nearly five years, as its user base hit 10 million. Now, he advises other early-stage CMOs and serves as the marketing VP at crypto platform Argent. Today, he’s sitting down with Max to talk about fintech growth.

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Brought to you by our sister show, Generation (Spotify), Generation (Apple Podcasts).

So much of what gets labeled as “corporate innovation” is just old ideas in vaguely new wrappers. On today’s Generation Podcast, Max talks to Lex Sokolin, an entrepreneur and economist who understands the difference. He’s at the forefront of the next generation of financial services, so you won’t want to miss this.

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Revolut is aiming for a valuation of over $40 billion, while birth rates in industrialized economies have more than halved since 1960.

Today’s stories: 

• Revolut’s Share Sale Could Value The Fintech Company At Over $40 Billion
• Birth Rates In OECD Countries Have More Than Halved Over The Last 60 Years Or So

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After some too much turkey and an unfamiliar chocolate dessert, the Finimize analysts huddled in the studio for a chance to talk markets. They went around the room, sharing their big takeaways, the events that surprised them, and the things they see just ahead for this quarter-century year. They also dished about the trends and risks that they see mostly flying under the radar. 

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The Bank of England kept interest rates unchanged, while soaring debt in the European Union added drama to a volatile market.

Today’s stories: 

• The Bank Of England Held Interest Rates Steady For The Seventh Time In A Row
• The European Central Bank Cautioned Its Member Countries Over Heavy Debt

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The UK beat the US and eurozone to inflation coming in on target, while American carmaker Fisker filed for bankruptcy.

Today’s stories: 

• British Inflation Came In Bang On Target For The First Time In Three Years
• Another EV Maker Bites The Dust: American Firm Fisker Filed For Bankruptcy

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