Investing, Markets & Money

We are joined this week by Jigna Gibb to learn more about ETFS - specifically Commodities ETFs. Jigna is Head of Commodities and Crypto Index Products at Bloomberg and takes us through the growth of this type of investment, who is trading them and the latest trends. We also discuss leveraged ETFs, which are less widely known in the UK than the US, how more people are taking short positions on ETFs...

In this episode, we're diving deeper into the Majedie Investment Trust, with a special focus on a unique part of the portfolio — special investments. Joining us is Arjun Menon from Marylebone Partners, the trust’s investment advisor. Arjun breaks down what special investments are, how they’re sourced, and why they play a crucial role in delivering high-conviction, high-return opportunities — all w...

Following the Canadian election we catch up with Jordan Zinberg, President & CEO of Bedford Park Capital to discuss the tariff wars, trends in the Canadian market, three of Jordan's favourite small and mid cap stocks and his post-election wishlist. For more great investing ideas, news and insight, sign up to our FREE newsletter at www.thearmchairtrader.com/newsletter/ For stock tips and deeper com...

On March 7, we tipped Tesla (TSLA) as a short opportunity when it was trading at $270, down sharply from its $488 post-election high. Since then, the stock has seesawed between $259 and $288, caught in a whirlwind of tariff uncertainty and market indecision. Now, following Tesla's latest earnings, we're diving deep into what’s really driving the stock: 🔻 Why Tesla remains one of Wall Street’s mos...

With the financial markets taking a hit as Trump's 'Liberation Day' tarrifs take effect, The Armchair Trader team take a look at five stocks from the UK and Europe that have very little exposure to US tariffs. Here's a link to our Defence Stocks podcast with Aneeka Gupta of WisdomTree - https://www.youtube.com/watch?v=mCVP_65vAiA As mentioned in the show here's a link to our Podcast with Mark Sega...

Stuart meets Richard Sennitt, fund manager of Schroder Oriental Income [LON:SOI] to discuss the Asia-Pacific outlook, how Asian companies pay dividends compared with US/UK firms, and what the future may hold for China and the greater region. For more great investing ideas, news and insight, sign up to our FREE newsletter at www.thearmchairtrader.com/newsletter/ For stock tips and deeper company an...

In this podcast, host Stuart Fieldhouse speaks with Fenix Resources Executive Chairman, John Welborn. John talks about Fenix's simple mining extraction, transport logistics and port services. and their part in Western Australia exporting $60bn of iron ore to China. Stuart and John also discuss how iron ore prices have continued to perform well but given China's economic struggles, John gives his v...

On the podcast in this episode, host Stuart Fieldhouse chats with Aneeka Gupta, Director of Macroeconomic Research at WisdomTree about the health of the European Defence sector and how governmental spending is impacting on defence stocks. For more great investing ideas, news and insight, sign up to our FREE newsletter at www.thearmchairtrader.com/newsletter/ For stock tips and deeper company analy...

India has been one of the hottest global markets for some time, outperfoming China. Podcast host Stuart Fieldhouse meets James Thom, co-manager of the abrdn New India Investment Trust [LON:ANII] to find out how he selects Indian stocks for his portfolio, how the economy will develop and if the Indian success story can continue. For more great investing ideas, news and insight, sign up to our FREE...

There has been a lot of talk about the blockchain and how much of a game-changer it is going to be in the technology space, affecting all our lives. But what is blockchain, and how do investors access those growth dynamics? In this podcast, host Stuart Fieldhouse chats to Blake Heimann, senior associate for quantitative research at WisdomTree, about the current trends and innovations in blockchain...

Host Stuart Fieldhouse meets Steve Kesler, Executive Chairman of CleanTech Lithium [LON:CTL] to discuss the growth in global lithium demand from battery storage, the company's Chilean projects and the new share offer for investors. For more investing ideas, news and insight, sign up to our FREE newsletter at www.thearmchairtrader.com/newsletter/ If you enjoy the podcast, like and subscribe for mor...

Host Stuart Fieldhouse meets Ross Driver of Foresight Solar Fund [LON:FSFL] which invests in UK and global solar energy projects. They discuss the kinds of assets managed by the fund, battery storage infrastructure, and planning restrictions. The fund balances the twin objectives of growth and income - how does it do that, and how important are electricity prices to the fund's performance? For mor...

In this episode, host Stuart Fieldhouse speaks with Chris Doornbos of E3 Lithium about demand for lithium, how direct lithium extraction works, using Alberta's legacy of oil drilling knowledge and infrastructure, and why E3 makes such an attractive case for a strategic partner. Watch the video of the interview on our YouTube channel. www.youtube.com/@armchairtrader For more investing ideas, news a...

Host Stuart Fieldhouse speaks with Gavin Ferrar of London-listed Central Asia Metals [LON:CAML] about CAML's mining projects in Kazakhstan and Macedonia. How do tailings projects work, how is sustainability managed and what are CAML's future growth plans. For more investing ideas, news and insight, sign up to our FREE newsletter at https://www.thearmchairtrader.com/newsletter/ If you enjoy the pod...

In the episode of the podcast, host Stuart Fieldhouse speaks with Ross Allister of Peel Hunt about the state of the mining sector in the UK, the difficulties that junior miners can face accessing capital and where investors might look for growth areas, whether lithium, hydrogen, silver or otherwise. You can watch the video of the interview on our YouTube channel. www.youtube.com/@armchairtrader Fo...

Host Stuart Fieldhouse meets Martin Connaghan, co-manager of the Murray International Trust. Murray International, listed in London and acquired by abrdn in 2001, is regarded as a sector leader in terms of the dividend yield it is able to deliver to investors. But how does a fund manager go about achieving such great results? Stuart talks to Martin about his allocation to emerging markets and how...

In this brief episode, host Stuart Fieldhouse speaks with Dan Blondal of Nano One Materials about China's new trade restrictions on LFP (Lithium-Iron-Phosphate). This move may well impact Nano One positively, since China supplies 99% of the world's LFP market, and Nano One is one of the few ex-China manufacturers. For more great investing ideas, news and insight, sign up to our FREE newsletter at...

We kick off the new year with host Stuart Fieldhouse talking to Gary Robinson, a partner at Baillie Gifford and the manager of the Baillie Gifford US Growth Trust [LON;USA], a FTSE 250 constituent. It seems like a timely discussion with so much focus on the US market at the moment. and with hedge fund Saba Capital seeking to take control of the trust's board. On the podcast we chat about the inves...

This week, Host Stuart Fieldhouse meets Yoojeong Oh, Investment Director of the abrdn Asian Income Fund. Stuart and Yoojeong discuss company dividends, the break-up of the chaebol conglomerates in South Korea, being underweight India and China and Yoojeong's favourites favourite stocks within the trust's portfolio. For more great investing ideas, news and insight, sign up to our FREE newsletter at...

In this episode, host Stuart Fieldhouse meets Thomas Moore, Investment Director for the abrdn Equity Income Trust [LON:AEI]. They discuss the balance between yield and capital growth, hunting for cheap stocks and how the UK budget, interest rates and inflation affect the fund manager's decision-making. For more great investing ideas, news and insight, sign up to our FREE newsletter at www.thearmch...

On this episode, host Stuart Fieldhouse speaks with Nitesh Shah of WisdomTree. Nitesh updates us on global Precious Metals markets, looking at key drivers of demand and bottlenecks in supply. Stuart and Nitesh focus in particular on the gold price, which has been hitting all-time highs over the last year. For more great investing ideas, news and insight, sign up to our FREE newsletter at www.thear...

Host Stuart Fieldhouse meets Zefiro Methane [CBOE:ZEFI] [ETR:Y6B] CFO Mohit Gupta to discuss the challenge of methane emissions, as many thousands of uncapped wells leak this harmful greenhouse gas into the atmosphere. They talk about US Government grants, generating carbon credits as a by-product and future plans for the business. For more great investing ideas, news and insight, sign up to our F...

Host Stuart Fieldhouse meets Peter Hewitt, fund manager of the CT Global Managed Portfolio Trust [LON:CMPI] on this episode. They discuss what Peter looks for in new stocks, to what extent discount levels present a buying opportunity, and why people who would otherwise invest in ETFs and Big Tech stocks should also consider investment trusts. For more great investing ideas, news and insight, sign...

Stuart Fieldhouse catches up with Dan Blondal, CEO of battery materials firm Nano One. Nano One is listed on the Toronto Venture Stock Exchange [TSX:NANO] and NASDAQ [NDQ:NNOMF]. They discuss the new partnership with Worley Chemetics, and funding from the US Department of Defense. Dan provides details on his plans for the next 12-18 months. For more great investing ideas, news and insight, sign up...

On this episode of the Investing, Markets and Money podcast, Stuart Fieldhouse chats with ARK Invest CEO Cathie Wood to talk about Active ETFs. Cathie talks about US index tracker funds, what Warren Buffett is going to do with all his cash, how investors can benefit from the Artificial Intelligence (AI) revolution, and more. If you enjoy the podcast, like and subscribe for more great content. 00:0...