The Modern Investor

Brought to you by our daily financial news show, The Finimize Daily Brief (Spotify), The Finimize Daily Brief (Apple Podcasts).  A major tech ETF is set to load up on Nvidia, at the expense of Apple, while the S&P 500 broke yet another record. Today’s stories:  One Of The World’s Most Prominent Tech ETFs Looks Set To Load Up On Nvidia The S&P 500 Broke Yet Another Record, But Opinions Are...

In this episode, Carl and Haig talk about the AI revolution and the unique approach that Atomos is taking in the discretionary fund manager space. Plus, Carl gets Haig to share his first and best investments, and the qualities that make a successful investor and leader.  Listen in the Finimize app, or wherever you get your podcasts. Partner with us: https://business.finimize.com/ Subscribe To Fini...

Brought to you by our daily financial news show, The Finimize Daily Brief (Spotify), The Finimize Daily Brief (Apple Podcasts). One in every three global investment dollars is landing in the US, while political turmoil cost Paris its crown as Europe’s biggest stock market. Today’s stories:  One In Every Three Global Investment Dollars Is Landing In The US Paris Lost Its Title As Europe’s Biggest S...

Brought to you by our new daily financial news show, The Finimize Daily Brief (Spotify), The Finimize Daily Brief (Apple Podcasts).  Keith Gill, a.k.a. “Roaring Kitty”, changed up his GameStop play, meanwhile US corporate cash piles swelled to a record $4.1 trillion last quarter, giving companies plenty of ammo Today’s stories:  Looks Like “Roaring Kitty” Now Holds Around Nine Million GameStop Sha...

Brought to you by our daily financial news show, The Finimize Daily Brief (Spotify), The Finimize Daily Brief (Apple Podcasts).  Europe announced fresh tariffs on Chinese EVs, while the latest dip in the eurozone’s industrial sector suggested a fragile recovery. Today’s stories:  The European Union Announced Fresh Tariffs On Chinese EVs Industrial Output In The Eurozone Dipped, But The Region’s St...

Brought to you by our daily financial news show, The Finimize Daily Brief (Spotify), The Finimize Daily Brief (Apple Podcasts).   The Fed signaled that investors might have to wait longer for a rate cut, while the World Bank hiked its forecast for the global economy. Today’s stories:  The Fed Signaled That There Might Be Just One Rate Cut This Year The World Bank Lifted Its Global Growth Outlook F...

Brought to you by our new daily financial news show, The Finimize Daily Brief (Spotify), The Finimize Daily Brief (Apple Podcasts).  Apple revealed its very own AI system for the first time, while Elliott Investment Management snapped up shares in Southwest Airlines. Today’s stories:  Apple Launched Its Own AI System To Compete With (Artificially) Intelligent Rivals Activist Fund Elliott Managemen...

Today's episode is brought to you by our new daily financial news show, The Finimize Daily Brief (Spotify), The Finimize Daily Brief (Apple Podcasts).  The S&P 500 is reshuffling, adding private investment and software firms, while insurers are using bonds to brace for a tough hurricane season. Today’s stories:  The S&P 500 Is Booting Out The Old And Bringing In The New Insurers Are B...

The US added more jobs than expected in May, while Nvidia investors have more shares each after the firm’s ten-to-one stock split. Today’s stories:  The US Economy Beat Job Expectations Again, But More Might Not Be Merrier Nvidia Investors Have Ten Times As Many Shares Each After The Firm’s Stock Split Try Finimize Premium  

The ECB cut interest rates for the first time since 2019, while the NBA is reportedly close to sealing media rights deals worth $76 billion. Today’s stories:  The ECB Took A Step Toward Lower Interest Rates, With Its First Trim Since 2019 The NBA Could Score A Three-Pointer, Negotiating Deals With Multiple Networks Try Finimize Premium  

Brought to you by our daily financial news show, The Finimize Daily Brief (Spotify), The Finimize Daily Brief (Apple Podcasts).  Activist hedge fund Elliott Investment Management targeted SoftBank, while China’s exporting spree might have sparked another round of tariffs. Today’s stories: Activist Investor Elliott Management Wants To Whip SoftBank Into Shape China’s Exporters Have Branched Out Bey...

Today's episode is brought to you by our new daily financial news show, The Finimize Daily Brief (Spotify), The Finimize Daily Brief (Apple Podcasts).  Get  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 team of analysts.  Episodes out Tues-Sat. On today's show, India’s stocks stumble...

Brought to you by our sister show, Generation . Dave Myszewski knows what it feels like to build a product that delivers exponential growth – and that’s shaped how he leads a team. On today’s Generation Podcast, Max sits down with the legendary fintech product builder. Partner with us: https://business.finimize.com/ Subscribe To Finimize Newsletter: https://finimize.com/ Max Rothery: https://www.l...

The Federal Reserve’s 2% inflation target is just gravity: it’s a sure force, something the investing world simply takes for granted. But, Fidelity Investments’s Jurrien Timmer believes that force is about to change: “Three is the new two in terms of inflation. And by some metrics, if you take longer-term measures of inflation, we’re closer to three and a half”. Timmer is director of global macro...

If you’re counting up “magnificent” stocks and you get to seven, SEI’s Jim Smigiel says you might want to check your arithmetic. At most, there are three. Jim dropped by the Finimize studio recently to chat with our own Carl Hazeley about those much-touted stocks, why passive investing’s glory days are behind us, and why a good investor is humble, self-aware, diversified, and paranoid.   Listen in...

Today we're bringing you the latest episode from our sister-show at Finimize, Generation . It's an achievement to build a disruptive, innovative startup in any industry. It's another entirely to build it in one that revolves around a subject no-one wants to talk about: death. But that's exactly what today's guest Dan Garrett - founder and CEO of will-writing company Farewi...

Today's episode is from our sister show here at Finimize, Generation .   The financial services industry is going through a seismic change - the great wealth transition - that means modern retail investors are more important than ever before.  That's why Max Rothery, VP of Community at Finimize is on a mission to meet some of the smartest minds changing how financial services engage with...

Today's show is a special guest episode brought to you by our new sister show here at Finimize, Generation .  The great wealth transition is coming. And if you’re a leader in financial services, you need to be ready to navigate the seismic change that’s already happening in our industry.  That's why Max Rothery, VP of Community at Finimize is on a mission to meet some of the smartest min...

Every day is a school day. And when you get a chance to hear from the founder of an investing community, Debodun Osekita, you’re going to want to sit at the front of the class. (You may even want to take notes.) Debodun talks about why he founded Stock Pickers Academy and what it means to begin an investing journey.  He then breaks down his investment processes: how he screens for opportunities, w...

For a long time, the phrase “emerging market investing” pretty much meant investing in China. But that’s not the case anymore – not by a long shot. Now, the focus has shifted to places like India and Saudi Arabia. And other opportunities and challenges are coming into view across the emerging market landscape too.  Amy Oldenburg, the head of emerging market equity at Morgan Stanley, dropped by the...

AI and tech were the story in 2023: they lifted the Nasdaq to a 43% gain – one of the index’s best years this century. So, at the end of the year, we invited (none other than) Cathie Wood, the founder and CEO of Ark Invest, back to the studio to sit down with Finimize CEO Maximillian Rofagha. Wood is a legend in tech investing, and launched ARK with the sole purpose of focusing on disruptive innov...

It’s not every day you get a chief economist or strategist in front of a microphone. So when you get three, you’re bound to get some pretty juicy market insights. Liz Ann Sonders is the chief investment strategist at Charles Schwab, Michelle Meyer is the US chief economist at Mastercard, and Karen Ward is the chief market strategist for Europe, the Middle East, and Africa (EMEA) at JPMorgan Asset...

Today on the podcast, it’s your dream dinner party guests – if your perfect dinner party involves the Finimize analyst team. (It should. We’re fun.) It’s how we’re tying a bow around 2023 –  bringing together four of the Finimize analysts – Stéphane Renevier, Reda Farran, Paul Allison, and Carl Hazeley. They’ll make some predictions, talk about investing ideas for 2024, and exchange some witty ban...

There are few figures in investing more experienced than Ray Dalio. Founder and co-chairman of Bridgewater Associates, the hedge fund that’s been a titan of the industry for 40 years, he’s seen his fair share of economic cycles come and go.  More recently, Dalio noticed a confluence of political conditions we haven’t seen since the period between 1930 and 1945. That led him on a search for the rep...

The gender pay gap has lifelong implications for women. In the UK, women on average have saved less than half of what their male counterparts have, when you exclude property. It’s a disparity that Baroness Helena Morrissey just can’t abide. That’s why she’s spent much of her career working toward solutions.  She’s the founder of the 30% Club, a global campaign that’s pushing for greater gender bal...