The Investing Show

Is Active Fund Management Stuck in the Past? The financial industry is often seen as fast-moving and innovative — but is that reputation deserved? In this episode, we dive into the surprising realities of active fund management with Professors Yuval Millo (University of Warwick) and Crawford Spence (King’s Business School), two of the authors behind Inertia: Purposeful Inefficiencies in Financial...

The last ten years transformed investing, but Jason Butler says that was just the warm-up act. While passive funds slashed costs and robo-advisers democratized investing, he believes we're on the brink of something much bigger. His prediction? The UK will lead a global financial revolution by 2035, delivering AI-powered personalised strategies, reducing costs, and making today's investment access...

Retirement is a huge life change. And yet most people don’t start thinking about it, let alone start planning for it, as early as they should. In this episode, Robin Powell talks to Pete Matthew about how to prepare, financially and otherwise, for the life you really want. Pete is one of the UK’s best-known financial voices, Pete Matthew — author, podcaster, and Chartered Financial Planner — about...

Every investor makes mistakes. And, whether or not they want to admit it, many commit the same errors again and again. So what are the most common investment mistakes? And how can you avoid making them? Our guest on this episode is Joachim Klement. Joachim is a former Chief Investment Officer, who now works as an investment strategist at the investment bank Panmure Liberum. He’s an author, and his...

The shift from active investing to index funds is accelerating—billions are being saved in management fees, and actively managed funds are seeing record outflows. But why is this happening, and what does it mean for the future of investing? In this episode, we sit down with Dr. Tim Edwards, Managing Director and Global Head of Index Investment Strategy at S&P Dow Jones Indices. Tim breaks down...

In this episode, Robin is joined by financial expert David Owen to discuss the complexities of financial advisor fees and why good advice can be life-changing. David shares his thoughts on the shift from traditional percentage-based fees to fixed fees, offering a clearer, more predictable model. He also highlights key questions to ask when choosing a financial advisor and why understanding your fe...

In this episode, Robin speaks with Victor Hagani, a financial expert and author, about the critical relationship between risk and return in investing. Hagani shares his personal experience with high-risk investing, including his time as a founding partner of Long-Term Capital Management (LTCM), where a dramatic collapse in 1998 taught him painful lessons about the dangers of excessive risk. He emp...

Are you new to investing, unsure where to start, or overwhelmed by all the jargon? Or maybe you’ve been investing for a while but wonder if there’s a better way to grow your wealth? In this episode of The Investing Show, Robin chats with Ryan King, a chartered accountant, author, and founder of Making Money Simple. Ryan shares his journey of starting to invest as a university student, the mistakes...

In this episode, we sit down with Gina and Alan Miller, two leading voices in the fight for stronger consumer protection within the financial industry. Together, they tackle key issues surrounding the Financial Conduct Authority (FCA) and the introduction of the new Consumer Duty. Joined by Andy Agathangelou, we explore the ongoing challenges of trust, transparency, and fees, and the widening advi...

Curious about evidence-based investing and how it works for UK investors? In this episode, we break down the essentials of evidence-based investing (EBI) with two experts in the field—Laurentius van den Worm, Head of Investment Strategy at Timeline, and James Gillespie, an investment solutions strategist. Together, we’ll explore what EBI truly means, whether you need a financial adviser, and the b...

Are you tired of the constant hustle and bustle of the stock market? Do you find yourself overwhelmed by the myriad of investment strategies and financial jargon? Then this video is for you! Join us for an enlightening conversation with Roy Stevens, author of The Sloth Investor: Simplifying Investing for All. In this episode, you'll discover: The Five Bedrock Principles of Sloth Investing: Lea...

🔍 Thematic funds are gaining popularity, driving significant fees for asset managers. But are they leaving investors exposed to excessive risk? Join us in Episode 22 of The Investing Show as we delve into the rising demand for thematic funds and explore their true impact on your portfolio. In this episode: Robin Powell interviews Jeffery Ptak, Chief Ratings Officer at Morningstar, who provides ex...

Dive into the resilience of US equities in the latest episode of The Investing Show! Join Robin Powell as he interviews Ben Carlson from Ritholtz Wealth Management, one of America's most prominent market commentators. 🔍 In this episode: Explore why US stocks have bounced back from the Covid crash Understand how they've shrugged off negative economic news, including higher inflation and in...

📺🌟 In Episode 20 of The Investing Show, join hosts Abraham Okusanya and Robin Powell as they dive deep into the complexities of retirement planning with Justin King, author of 'The Retirement Café Handbook.' 🔍 In this episode: Understand why many people enter retirement without a solid plan Learn essential strategies for a fulfilling and financially secure retirement Explore financial p...

In this episode of The Investing Show, Jonathan DeYeo, an evidence-based financial planner and author of 'Mindful Investing,' discusses the intersection between mindfulness and financial success. He explores how mindfulness, by fostering a non-judgmental approach to the present moment, can improve emotional relationships with money, empower better decision-making amidst information overloa...

Welcome to Episode 18 of The Investing Show! Join hosts Abraham Okusanya and Robin Powell as they dive into the crucial topic of 'Getting Your Affairs in Order' with special guest Matthew Hutton, a former tax consultant and minister in the Church of England. In this episode: Abraham Okusanya and Robin Powell host a discussion with Matthew Hutton, a former tax consultant and minister in the...

Welcome to a special episode of The investing Show, focusing on recent events at St James’s Place, the UK’s largest financial advice chain. As well as advice, SJP also provides asset management and life insurance. It has more than 900,000 clients, and 4,600 advisers. It has more than £150 billion under management. Despite its success, SJP has long been criticised for its high and often opaque fees...

The episode features an interview with Victor Haghani, a former hedge fund manager, discussing his shift from complex investment strategies to a simpler approach. He emphasises the significance to 'buy and hold', maintaining a two-part portfolio and shares insights on portfolio construction and asset allocation. The conversation highlights how he's trading strategies have changed over...

In Episode 15 of The Investing Show, we delve into the fascinating collapse of Long Term Capital Management (LTCM) 25 years ago. Featuring an interview with Victor Haghani, a founding LTCM partner, the episode reveals how LTCM's initial success with complex mathematical models gave way to a catastrophic crisis triggered by unforeseen events like Russia's debt default. Haghani's persona...

Join us in episode 14 of The Investing Show as we dive into a hot topic: residential property investment. In this episode, Robin Powell interviews Norma Cohen, an expert in pensions, investing, and property, to explore whether investing in bricks and mortar is still a wise financial move. Norma uncovers the hidden costs of property, such as transaction fees and illiquidity, and why she believes eq...

In episode 13 of The Investing Show, hosts Abraham Okusanya and Robin Powell dissect the enigmatic economics of the fund management industry. Managing an astounding $100 trillion in assets globally, this industry enjoys exceptionally high-profit margins, with median employee salaries in the UK far exceeding the national average. The misalignment of interests between fund managers and investors is...

In this episode of The Investing Show, Abraham Okusanya and Robin Powell discuss the challenges of pensions and potential reforms. They mention the disparity between public and private sector pensions and the need for reform to bridge the gap. John Ralfe, a pensions expert, emphasises the importance of reducing costs for taxpayers and suggests a flat-rate tax top-up to make the system fairer. They...

In this episode of The Investing Show, Abraham Okusanya and Robin Powell dive into the pressing issue of pension savings and the challenges that pension savers face. They interview John Ralfe, an experienced professional in the pension space, to gain insights into the current state of pensions in the UK. 💷 Ralfe discusses the decline of private sector defined benefit pensions and the shift toward...

In this episode of 'The Investing Show,' Robin Powell interviews Dr. Ylva Baeckström, an academic author and campaigner, about the challenges faced by women in the financial industry. Dr. Baeckström highlights the importance of promoting diversity and inclusivity within the financial sector. Women are often excluded from seeking financial advice and investing, resulting in significantly lo...

Learn what active fund managers really think of passive investing in this Investing Show episode. Professor Crawford Spence from King's College London shares surprising insights from a study of 70 people in London, New York, and Chicago, mainly asset managers, equity analysts, and other professionals connected to active fund management. The study reveals the psychological complexity behind wha...