The Modern Investor

Inflation may have slipped from the headlines, but is it really behind us? This week on Market Open , Reda and Russell explore why inflation could prove more persistent than investors expect - even before this year's Middle East conflict.  They also turn to one of the biggest shifts happening inside the AI boom: why memory chip makers are gaining pricing power, what it means for the hyperscal...

Introducing Market Open : a new weekly show from The Modern Investor .  Each week, Finimize analysts Reda Farran and Russell Burns chew over the biggest stories in markets, what they mean for investors, and what they're watching in the week ahead. In todays episode.... Why AI is increasingly driving every corner of financial markets SpaceX's latest AI deals and what they mean for the com...

Is Bitcoin digital gold, a risk asset, or something entirely different? In the first episode of The Modern Investor Podcast, Finimize CEO Carl Hazeley sits down with Chris Bendiksen, Head of Bitcoin Research at CoinShares, to unpack one of the most debated assets in modern investing. They discuss Bitcoin's fundamentals, whether it can act as a safe haven during periods of market turbulence, a...

After some too much turkey and an unfamiliar chocolate dessert, the Finimize analysts huddled in the studio for a chance to talk markets. They went around the room, sharing their big takeaways, the events that surprised them, and the things they see just ahead for this quarter-century year. They also dished about the trends and risks that they see mostly flying under the radar.  Try Finimize Pro S...

Brought to you by our sister podcast, Generation ( Spotify ) ( Apple Podcasts ). Time and time again, marketers get stuck in the same dilemma. How do I really show ROI for my marketing spend?  Today, Max is joined by Natwest CMO Margaret Jobling, who shares her powerful blueprint for maximizing ROI through a balance of brand building, performance, and experimentation.  With a career spanning iconi...

Brought to you by our sister podcast, Generation ( Spotify ) ( Apple Podcasts ). Imagine being handed a million pounds to develop a groundbreaking idea—but you can’t get your client to see its value. Is it their fault? Or does the responsibility fall on how you tell the story? Today, Max sits down with Nils Leonard, co-founder of one of the hottest creative agencies on the planet, Uncommon. Nils h...

Subscribe to our daily financial news show, The Finimize Daily Brief (Spotify), The Finimize Daily Brief (Apple Podcasts).  It’d be easy to think about Microsoft and Nvidia in the same way. But the two AI stock darlings have more that separates them than unites them. In today’s Podcast, Stephen Yiu – the CIO of Blue Whale Growth Fund – chats with Carl about what sets the two tech giants apart. Par...

Brought to you by our sister podcast, Generation ( Spotify ) ( Apple Podcasts ). Adam Nash is one of the most influential leaders in fintech. As the former President and CEO of Wealthfront, he scaled assets under management from $100 million to over $4 billion. He's also held pivotal roles at top Silicon Valley companies like Apple, eBay, LinkedIn, and Dropbox. Right now, Adam's leading...

Brought to you by our sister podcast, Generation ( Spotify ) ( Apple Podcasts ). Unlock the secrets of exceptional marketing with Johan Jervøe, former CMO of UBS and Intel. Max and Johan discuss the power of customer insight, how to leverage celebrity endorsements, the art of crafting campaigns that really resonate, and much more. Partner with us: https://business.finimize.com/ Subscribe To the Fi...

Subscribe to our daily financial news show, The Finimize Daily Brief (Spotify), The Finimize Daily Brief (Apple Podcasts). On today's episode, Carl and the gang dive into the fundamentals of personal finance. They explore essential topics like how much cash you should really hold, and how to use it, pensions, fixing mortgage rates, and balancing risk and return in your retirement planning. He...

Subscribe to our daily financial news show, The Finimize Daily Brief (Spotify), The Finimize Daily Brief (Apple Podcasts). No one knows Warren Buffett like David Kass: the finance professor's been tracking the Oracle’s every move since the 1980s. He sat down with our show's producer, Guy Gardener, to explain what he thinks about Buffett's latest stock moves – and what he might do ne...

Brought to you by our sister podcast, Generation ( Spotify ) ( Apple Podcasts ). Discover what it takes to be a top-tier CMO with Citi's Alex Craddock. From transforming the iShares brand to leading game-changing campaigns, Craddock shares his secrets on mastering data, technology, and business growth.  Get insider tips on leadership, mentorship, and crafting bold, visionary marketing strateg...

Subscribe to our daily financial news show, The Finimize Daily Brief (Spotify), The Finimize Daily Brief (Apple Podcasts). The show gives you everything you need to know about the day's biggest financial stories and trends, in five minutes or less - plus a regular Q+A with our world-class analysts. 

If you were hoping for some stable predictability in the markets, well, 2024 might not be your year. Sree Kochugovindan, senior research economist at abrdn, has been watching the recent blast higher in volatility.  She sat down with Carl recently and discussed how interest rate decisions from the world’s big central banks (especially in the US and Japan) have driven a lot of the market’s swings. B...

The Finimize analyst team get together for a mid-year hurrah. They checked in on how their 2024 predictions have played out so far, and what they’re expecting for the rest of the year. Hear from Stéphane Renevier, Reda Farran, Theodora Lee Joseph, and Russell Burns – hosted by Carl Hazeley. They’ll make some fresh predictions, share what they’ve learned, and exchange some witty banter (maybe. You...

Brought to you by our daily financial news show - subscribe here:  The Finimize Daily Brief (Spotify), The Finimize Daily Brief (Apple Podcasts). US jobs data suggested that the country is starting to strain under high interest rates, while Nvidia challenger Cerebras filed for an IPO. Today’s stories: The US Created Fewer Jobs Than Expected, And Unemployment Ticked Up Too Chip Designer And Nvidia...

Apple and Amazon both showed investors how they fared last quarter, but their adequate performances failed to earn them credit. After four years of interest rates moving only one way, the Bank of England finally dropped rates. Today’s stories: Adequate Results From Apple And Amazon Weren’t Enough To Get Investors Excited After Four Years, The Bank Of England Finally Trimmed Interest Rates Try Fini...

The Bank of Japan raised its benchmark interest rate to the highest point since 2008, and Meta reported stronger-than-expected sales for last quarter. Today’s stories: Surf’s Up For Meta: The Firm Reported Stronger Sales Than Expected The Bank Of Japan Raised Interest Rates For Just The Second Time Since 2007 Try Finimize Premium

You’ve probably heard of the Net Promoter Score, or NPS. But on this episode of the Generation Podcast, Hannah Grove - ex-State-Street CMO and now board member at abrdn - is going to show you how to harness it.  She sat down with Max to discuss how Hannah transformed State Street as a marketeer, why NPS should be a CMO’s number 1 metric, and why it’s so hard to create great content in-house.  Part...

Geopolitics and macroeconomics have never been so intertwined, so Paul Diggle, chief economist at abrdn shared his analysis covering different scenarios for the US presidential election and the potential market impact of each outcome.  Paul also discussed why he likes the look of corporate bonds right now, why he’s warming up to real estate after avoiding it for a while, and what he makes of the U...

Brought to you by our daily financial news show - subscribe here:  The Finimize Daily Brief (Spotify), The Finimize Daily Brief (Apple Podcasts).  Finfluencer Bill Ackman slashed the target size for his brand-new  fund, while the latest look at inflation hinted that the US could achieve a soft landing. Today’s stories: Bill Ackman Slashed The Target Size For His New Fund By A Mile The Fed’s Truste...

Brought to you by our daily financial news show - subscribe here:  The Finimize Daily Brief (Spotify), The Finimize Daily Brief (Apple Podcasts). US economic growth cruised at a faster-than-expected pace, while an AI selloff stoked wider worries about the Big Tech-driven stock market. Today’s stories: The US Economy Grew At A Surprisingly Snappy Pace Last Quarter AI Jitters Sent Markets The World...

Brought to you by our daily financial news show - subscribe here:  The Finimize Daily Brief (Spotify), The Finimize Daily Brief (Apple Podcasts).  European firms are facing a dismal quarter as demand from China slows, while business activity in Britain showed it’s making a comeback. Today’s stories: European Firms Are Looking Glum As Demand From China Slows The Clouds Might Finally Be Parting For...

Brought to you by our daily financial news show - subscribe here:  The Finimize Daily Brief (Spotify), The Finimize Daily Brief (Apple Podcasts).  Alphabet delivered an expectation-beating – yet slightly ho-hum – quarterly update, while ether spot ETFs started trading in the US. Today’s stories: Alphabet Spelled Out Better-Than-Expected Results In A Big Step For Crypto, The First Spot Ether ETFs J...

Brought to you by our daily financial news show - subscribe here:  The Finimize Daily Brief (Spotify), The Finimize Daily Brief (Apple Podcasts). Warren Buffett cashed in some Bank of America stock, while activist fund Elliott Management ordered up a serving of Starbucks. Today’s stories: Warren Buffett’s Berkshire Hathaway Gave Its Bank of America Stake A Trim Activist Fund Elliott Management Pic...