Lane Clark & Peacock
Investment Uncut
Investment Uncut is a podcast about investing. In each episode, hosts Mary Spencer, Laetitia Anstee-Parry and Jacob Shah are joined by guests to cut through the noise in the world of investing, bringing clarity to your investment decisions. LCP’s investment team advise large institutional investors including pension funds with billions of pounds of assets under management. Look out for new episodes every other Wednesday.
Author
Lane Clark & Peacock
Category
Podcast website
Latest episode
Jul 9, 2026
Where to listen?
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Episodes
S2 Ep. 7 - Being a deliberate amateur with Sally Bridgeland 27.10.2020 32:34
S2 Ep. 7 - Being a deliberate amateur with Sally Bridgeland by Lane Clark & Peacock
S2 Ep. 6 - Asset allocation for individuals with Ben Seager-Scott 20.10.2020 29:41
We explore asset allocation for individuals for individuals with Ben Seager-Scott of Tilney. Stream this episode of Investment Uncut to find out more.
S2 Ep. 5 - Emotional liquidity with Greg Davies 14.10.2020 32:26
In this episode of Investment Uncut, show hosts Dan Mikulskis and Mary Spencer catch up with Greg Davies from Oxford Risk.
S2 Ep. 4 - Financial wellness with Heidi Allan 06.10.2020 29:30
On another episode of Investment Uncut, show hosts Dan Mikulskis and Mary Spencer speak to LCP's Heidi Allan on financial wellbeing
S2 Ep. 3 - Being Black in the City part 2 29.09.2020 21:15
Following last week's part 1, we welcome back Gavin Lewis (MD of BlackRock) to discuss more about race in investing. Listen to part 2 now.
S2 Ep. 2 - Being Black in the City part 1 22.09.2020 23:38
On this episode, show hosts Dan Mikulskis and Mary Spencer are joined by Gavin Lewis (Managing Director at BlackRock, Member of the Diversity Project and Founder of Talkaboutblack) and have a riveting discussion about race in investing.
S2 Ep. 1 - The state of the economy with Natalie Brain 15.09.2020 27:46
And we are back for season 2! On this episode, show hosts Dan Mikulskis and Mary Spencer explore the role of forecasting – and how things have changed over the last 6 months.
Ep. 22 - Wrap Up 21.07.2020 34:18
In this episode show hosts Dan and Mary look back at the 22 episodes in the first series of investment uncut and review some of the overarching themes and what stands out.
Ep. 21 - Investing In Energy 14.07.2020 29:00
On this episode, show hosts Dan Mikulskis and Mary Spencer find out more about energy investing with LCP's Head of Market Insight, Kyle Martin.
EP. 20 - Global Wealth Strategy with Chris Ralph of SJP 07.07.2020 36:51
On this episode, show hosts Dan Mikulskis and Mary Spencer sit down with SJP's, Chief Global Strategist, Chris Ralph
Ep. 19 - Manager Selection in Private Wealth with Ryan Hughes 30.06.2020 37:40
This week show hosts Dan Mikulskis and Mary Spencer sit down with AJ Bell's, head of fund selection, platform and wealth manager, Ryan Hughes
Ep. 18 - Inflation with Jon Camfield 23.06.2020 37:56
On this episode, show hosts Dan Mikulskis and Mary Spencer are joined by Jon Camfield to explore the complicated story of reform of inflation measures in the UK.
Ep. 17 - Negative rates – why do it? 16.06.2020 29:38
On this episode, show hosts Dan Mikulskis and Mary Spencer are joined by David Wrigley to discuss negative rates and whether it can be deemed a success.
Ep. 16 - Income investing with Hish Ravindra 09.06.2020 31:23
Today hosts Dan Mikulskis & Mary Spencer are joined by investment partner Hish Ravindra to talk about investing for income in a world of disappearing dividends.
Ep. 15 - Investing in Private Credit with Steve Hodder 02.06.2020 34:30
On today’s show hosts Mary Spencer and Dan Mikulskis are joined by LCP investment partner and lead Private Credit researcher Steve Hodder.
Ep. 14 - The Book Club – The Man Who Solved the Market 26.05.2020 40:45
In this episode hosts Mary Spencer and Dan Mikulskis and guest Rory Sturrock review the book “The Man who Solved the Market” by Greg Zuckerman.
Ep. 13 - Government in a crisis 19.05.2020 32:50
We sit down with Sir Steve Webb, former pensions minister and explore insights into government in a time of crisis and more.
Ep. 12 - Latest on UK Property and Real Asset investing with Andy Jacobson 12.05.2020 44:35
This week we are joined by Andy Jacobson to explore why property funds are currently suspended and what do we see as the long-term landscape for property investing in a changed retail, and office-use world.
Ep. 11 - Deepdive on Emerging Markets with Anais Caldwell-Jones 05.05.2020 37:55
This week we sit down with Anais Caldwell-Jones to discuss what's the case for emerging markets investment today and the direct and indirect effects from Covid-19.
Ep. 10 - Forecasting in volatile times with Natalie Brain 28.04.2020 34:36
This week we sit down with LCP's Natalie Brain to talk about revising economic forecasts after an extreme shock, like the one we’re currently experiencing.
Ep. 9 - Themes and ideas: investing through Covid-19 with Matt Gibson 21.04.2020 43:12
This week hosts Dan Mikulskis and Mary Spencer put some of the key questions that fund allocators will have to Matt Gibson and discuss some of the key themes in Matt’s team’s discussions with managers over the latest, eventful quarter.
Ep. 8 - Getting behind Groupthink with Zoe Burdo 14.04.2020 27:37
We entrust groups to some of our most important decisions, particularly in finance and investment. And the conventional wisdom is that a group can moderate the decision-making biases of individuals. But do they? Hosts Dan Mikulskis and Mary Spencer are joined by Zoe Burdo, and discuss some of the many issues associated with “groupthink”.
Ep. 7 - Book Club: The Big Short with Nisha Gogna 07.04.2020 41:04
This week on Investment Uncut hosts, Mary Spencer and Dan Mikulskis are doing something a little different – we’re reviewing that classic Michael Lewis book of the 2008 crisis The Big Short with LCP's PR and Digital Marketing assistant Nisha Gogna.
Ep. 6 - Understanding Risk with Allison Schrager 31.03.2020 38:45
Economist, author and keynote speaker Allison Schrager spoke to Dan Mikulskis back at the PLSA conference in Edinburgh a few weeks ago. They discuss why investing is a risk management problem not a beat the markets problem, why risk metrics can be useful but can give you a false sense of security, the difference between risk and uncertainty - Unknown unknowns and known knowns and more.
Ep. 5 - How people invest with Nikki Matthews 24.03.2020 23:54
This week on Investment Uncut hosts, Mary Spencer and Dan Mikulskis, speak to investment consultant Nikki Matthews. They discuss why investors that did simple rebalancing outperformed those that didn’t following 2008, the influence of fear and other emotions when it comes to investing in volatile times, how behaviour can be one of the biggest risks in investing, most underappreciated thing about i...
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