Ranked #1
The future of UK Grocery, Supermarket investment and Arsène Wenger
The future of UK Grocery, Supermarket investment and Arsène Wenger
What is the investment case behind supermarket property? This week Paul is joined by the leader in this specialist field... Read more
11 Jul 2022
•
22mins
Ranked #2
Why now for Japan’s stock market, lessons from 3 decades in investment management and open water swimming with James Salter, Founder and CIO of Zennor Asset Management
Why now for Japan’s stock market, lessons from 3 decades in investment management and open water swimming with James Salter, Founder and CIO of Zennor Asset Management
Show notes Paul was joined by James Salter on the podcast this week. James was a former founding partner of Polar Capita... Read more
23 Jun 2022
•
42mins
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Investing in the UK and a career in Portfolio Management with Laura Foll, Portfolio Manager at Janus Henderson Investors
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This week it was a privilege to talk to Laura Foll who is widely regarded as one of the best stock pickers in the UK. Sh... Read more
26 May 2022
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The opportunity ahead in Cultivated Meats with Anthony Chow, Co-Founder of Agronomics
The opportunity ahead in Cultivated Meats with Anthony Chow, Co-Founder of Agronomics
This week we explore the exciting area of cellular agriculture with the man at the forefront of the drive here in London... Read more
12 May 2022
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38 years of stock picking, why invest in equities and Bruce Springsteen, with David Malpas – Investment Director at Vermeer Partners
38 years of stock picking, why invest in equities and Bruce Springsteen, with David Malpas – Investment Director at Vermeer Partners
This week I talk to David Malpas, Investment Director and Founding Partner of Vermeer Partners. We talk about what the g... Read more
28 Apr 2022
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Geopolitics, Inflation and Shane Warne with Shamik Dhar, Chief Economist of BNY Mellon Investment Management
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Ranked #7
Resilience, leadership and the power of preparation with GB hockey legend, Laura Unsworth MBE
Resilience, leadership and the power of preparation with GB hockey legend, Laura Unsworth MBE
In a change from the usual investment and business related conversations, this week I was fortunate enough to talk to La... Read more
31 Mar 2022
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Investing in the Tech sector with Mike Seidenberg, Allianz Technology Trust
Investing in the Tech sector with Mike Seidenberg, Allianz Technology Trust
This week we look to the future with Mike Seidenberg, Portfolio Manager of the Allianz Technology Trust. Mike describes ... Read more
17 Mar 2022
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43mins
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The Green Hydrogen Future with Dr Graham Cooley, CEO of ITM Power
The Green Hydrogen Future with Dr Graham Cooley, CEO of ITM Power
We were thrilled this week to welcome Dr Graham Cooley, CEO of ITM Power to the podcast. We discuss ITM Power’s exciting... Read more
3 Mar 2022
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India and China investing with Rob Brewis, Fund Manager of the Aubrey Global Emerging Markets Opportunities Fund
India and China investing with Rob Brewis, Fund Manager of the Aubrey Global Emerging Markets Opportunities Fund
We were lucky enough to have Rob Brewis from Aubrey Capital Management join us this week on the podcast and we discuss w... Read more
17 Feb 2022
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36mins
