Algy's Investment Podcast

Is Britain’s military weaker than we’re being told, and doesRussia know it? Former Cabinet Minister Michael Gove explains why Britain’s defences, public finances and ability to attract wealth face difficult questions, and what needs to change.   Michael Gove is a former Cabinet Minister who served asEducation Secretary, Justice Secretary, Environment Secretary and Levelling Up Secretary. Now edito...

Could Britain be only a decade away from losing control of its debt? An expert on macroeconomics and geopolitics, Alastair Irvine warns that the UK’s finances are “bad and getting worse” and explains why he believes World War III has effectively already begun. Alastair Irvine is Investment Director of the Jupiter Merlin Portfolios, where he has spent the past decade analysing the global economic,...

Is value investing making a comeback? Jack Barrat shares his perspective on why today’s market environment may present compelling opportunities, how AI is transforming fund management, and why some of the most interesting investments are often overlooked. Jack Barrat is a portfolio manager at Man Group, with over a decade of experience applying a disciplined value investing approach across a range...

Every investor is being told the same story: the money is in AI, US technology and the trade that has worked for the last fifteen years. Hugh Yarrow believes the biggest opportunity is somewhere very different. He explains why some of Britain's highest-quality businesses are trading at their cheapest valuations since the Global Financial Crisis, why compounding beats chasing trends, and why the be...

Are the best investors buying when everyone else is panicking? Anne-Christine Farstad breaks down how contrarian investors spot market overreactions, why volatility creates opportunity, and why valuation matters more than forecasting the future. Anne-Christine Farstad is a Contrarian Equity Portfolio Manager at MFS Investment Management. She has spent over 20 years navigating market bubbles, crash...

Evy Hambro is the Co-Lead Manager of the BlackRock World Mining Trust, one of the world’s leading natural resources funds, delivering over 27x returns since inception. He has spent decades analysing global commodity markets, central bank behaviour, and mining equities. He explains: ▪️Why gold is no longer a “barbarous relic” but a critical financial asset ▪️The real reason governments can’t stop p...

Pete Davies, Head of Developed Markets Strategy at Lansdowne Partners, explains why this decade could look nothing like the last. From rising public-sector risk to the return of tangible assets and a new AI investment cycle. We cover: ​The macro shift investors aren’t positioned for: re-industrialisation, capex, and de-globalisation ​Why banks - not tech - may offer lower risk today ​The AI thesis...

This episode was recorded on 10th September 2025. My guest, John Chatfeild-Roberts is a veteran UK fund manager at Jupiter Asset Management and former Chief Investment Officer of the firm. With over three decades of investment experience, he is best known for his work on the Jupiter Merlin multi-manager investment team, where he focuses on fund selection, portfolio construction, and long-term capi...

William de Gale, is Co-Founder and Lead Portfolio Manager at BlueBox Asset Management, where he manages the BlueBox Global Technology Fund. He brings over 20 years of experience in global technology investing, including more than a decade at BlackRock running its offshore global technology strategy with top-decile performance. William specialises in identifying high-conviction, high-growth technol...

William de Gale, is Co-Founder and Lead Portfolio Manager at BlueBox Asset Management, where he manages the BlueBox Global Technology Fund. He brings over 20 years of experience in global technology investing, including more than a decade at BlackRock running its offshore global technology strategy with top-decile performance. William specialises in identifying high-conviction, high-growth technol...

In this episode, I sit down with Freddie Lait, founder of Latitude Investment Management, who went from studying mathematics at Oxford to working at Goldman Sachs and Rothschild, before taking the ultimate leap - selling his house to start his own fund management business in 2016.Today, Freddie manages a £1 billion portfolio with a disciplined, long-term investment philosophy that has generated ex...

In this episode of Algy’s Investment Podcast, we sit down with Glen Finegan of Skerryvore Asset Management, a seasoned investor with decades of experience managing global emerging market portfolios. Together, we dive deep into the realities of investing beyond the US and Europe, exploring the risks, opportunities, and governance challenges that define emerging markets today. We discuss: 1. What de...

Alastair Irvine has been the Investment Director on the Jupiter Merlin Team for over a decade. He is highly respected by professional investors for his clear-cut insights and no-nonsense take on global events. He’ll be a regular guest on Algy’s Investment Podcast. In this episode, he breaks down: 1. The current state of the UK economy 2. Has the UK Prime Minister lost control of his party? 3. The...

Algy's guest this episode is Avinash Vazirani, Investment Manager, Investment Manager of the Indian Equities Strategy at Jupiter Asset Management. Before joining Jupiter, Avinash was Managing Partner of Peninsular Capital Partners LLP, which he founded in 2005. Prior to this, he was CIO (South Asia and Africa) of BNP Paribas Asset Management. He was also CEO of GEM Dolphin Investment Managers from...

Algy's guest in this episode is Kiril Sokoloff, who is Chairman and founder of 13D Research & Strategy.

Algy's guest in this episode is Edward Bonham Carter . Edward spent almost 30 years at Jupiter Asset Management, firstly as a fund manager and then Chief Investment Officer. He was Chief Executive Officer from 2007-2014, during which time he steered the Company through an MBO in 2007 and its successful IPO in June 2010. Edward then became Vice Chairman from 2014 to 2021, when he stepped down f...

Algy's guest in this episode is Ken Costa, who served as the Chairman of Lazard from 2007 to 2011.

Algy's guest in this episode is Peter Lawery, Co-Founder of the award winning Jupiter Merlin portfolios. 00:00:00 - Intro 00:00:36 - The U.S., Trump, Putin & Ukraine 00:05:49 - America's Going Bankrupt? 00:08:55 - Elon Musk & DOGE 00:12:09 - Trumps Methods to Drive Economic Growth 00:13:45 - Trumps Tariffs 00:15:41 - The U.S. Deficit 00:22:54 - Trumps Plans (incl. Canada & Greenland) 0...

Former NATO Deputy Supreme Allied Commander Europe Hosted on Acast. See acast.com/privacy for more information.

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Watch all of Algy's podcast in video: https://algysinvestmentpodcast.com/ Disclaimer All content on Algy’s Investment Podcast is for your general information and use only and is not intended to address your particular requirements. In particular, the content does not constitute any form of advice, recommendation, representation, endorsement or arrangement and is not intended to be relied upon by u...