The Modern Investor

Tom Van Horn’s got a bird’s eye view of the investment trend everyone’s talking about. That’s why we invited the chief operating officer of AI investing app Magnifi to the Finimize Podcast studio for a chat with Finimize VP of Content Carl Hazeley. Listen in the Finimize app, or wherever you get your podcasts. Partner with us: https://business.finimize.com/ Subscribe To Finimize Newsletter: https:...

In this episode of The Finimize Podcast, Finimize VP of Content Carl Hazeley speaks to Edward Smith, co-chief investment officer at Rathbones, a UK-based investment management firm. They discuss interest rates, asset allocation, and how he’s playing the big themes and opportunities he sees in the market. Listen in the Finimize app, on Spotify, Apple Podcasts, or wherever you get your podcasts. Par...

There’s a great big world out there for investors, so when you get a chance to hear how things are moving in another part of the globe, you’ve got to take it. In this episode of The Finimize Podcast, Finimize VP of Content Carl Hazeley speaks to Mark Chahwan, co-founder and CEO of investment platform Sarwa. They discuss what makes the platform special, how market dynamics in the Middle East are in...

On the 23rd episode of The Finimize Podcast, Eddie chats with James Proudlock, Managing Director of OptionsDesk. They discuss what options are, how they can be used for trading and portfolio management,  why they shouldn’t be considered weapons of mass financial destruction and how to get started. I hope you enjoy the episode. Partner with us: https://business.finimize.com/ Subscribe To Finimize N...

On the 22nd episode of The Finimize Podcast, Eddie chats with Laura Bottega, COO and Head of Client Experience, International Equity at Morgan Stanley Investment Management. They discuss what an economic moat actually is, the characteristics of a resilient company, how resilient companies adapt to different environments, how companies' capital allocation decisions impact the resilience of ear...

On the 20th episode of The Finimize Podcast, Eddie chats with the founder of Covey, Brooker Belcourt. A former hedge fund analyst that has built a blockchain-based community for retail investors that aims to democratise investing. In the conversation they discuss his experiences on wall street that led him to build Covey, what makes a great trader, what types of people are in his community, what c...

On the 19th episode of The Finimize Podcast, Eddie chats with Daniel Naim, CEO of Fennel. In this episode, Daniel Naim is the Founder and CEO of Fennel, the first retail investing platform to allow users to vote with their shares and access ESG information about the companies they invest in. Fennel launched in the fall of 2022 and provides retail investors with ESG-based information on the compani...

On the 18th episode of The Finimize Podcast, Eddie chats with Jay Jacobs, U.S. Head of Thematics & Active ETFs at BlackRock. In this role, Jay is responsible for the research and development of the Megatrends suite of products as well as active equity and international ETF suites. In the conversation, they discuss the investment opportunities in megatrends like electric vehicles, autonomous ve...

On the 17th episode of The Finimize Podcast, Eddie chats with Victoria Scholar, Head of Investments at ii, the UK's number 1 flat fee investment platform.  Her role involves keeping across all major market moves to provide interesting market insight for our customers and for the press, covering US and UK equities, commodities, forex, macro data, central banks and cryptocurrencies. I do regula...

On the 16th episode of The Finimize Podcast, Eddie chats with Mike Green, Portfolio Manager at Simplify Asset Management. Michael has been a student of markets and market structure, for nearly 30 years. His proprietary research into the shift from actively managed portfolios and investment funds to systematic passive investment strategies has been presented to the Federal Reserve, the BIS, the IMF...

Investors always want to know what the next big thing is going to be. On the 15th episode of The Finimize Podcast, Eddie chats with Anastasia Amoroso, Chief Investment Strategist at iCapital.  She is responsible for providing insight into private market investment opportunities for advisors and their high-net-worth clients.  Previously, Anastasia was an Executive Director and the Head of Cross-Ass...

Investors always want to know what the next big thing is going to be. On the 14th episode of The Finimize Podcast, Eddie chats with a luminary in the ETF industry, Anthony Rochte. He’s got over 20 years of experience in the field, originally working on the iShares business at Barclays, before eventually moving to Morgan Stanley Investment Management, where he leads the ETF business. Rochte talks a...

On the 13th episode of The Finimize Podcast, Eddie chats with renowned investment research director Russ Mould about the current economic situation and three potential outcomes: inflation, deflation, or stagflation.  They dive into some of the challenges central banks are currently facing and explore the possibility of a recession, checking in on what the latest economic indicators are telling us....

On the 12th episode of The Finimize Podcast, Eddie Donmez chats with Brian Byrnes, head of personal finance at Moneybox, a London-based savings and investing app. It’s the end of the UK’s tax year, so they discussed the big topics at hand: Byrnes’s top year-end tips, a breakdown of the latest UK budget, how to use the UK’s tax-protected Individual Savings Accounts (ISAs) effectively, the best thin...

On the 11th episode of The Finimize Podcast, Eddie Donmez chats with Hugh Gimber, executive director and global markets strategist at JPMorgan Asset Management. They discussed the latest 0.25-percentage-point interest rate hike from the Bank of England (BoE), why the central bank is “outside the herd”, and the big unknown for the BoE. They also sized up the vulnerabilities (or lack thereof) in UK...

On the tenth episode of The Finimize Podcast, Eddie Donmez chats with WisdomTree’s chief investment officer, Jeremy Schwartz. They discuss WisdomTree’s big-picture macro outlook, the current financial sector turmoil, why big banks’ earnings might soon come under pressure, and what the Fed should do. They also chat about what assets you might want to avoid if the economy slows further, plus opportu...

On the ninth episode of The Finimize Podcast, Eddie Donmez welcomes Charles Schwab’s Chief Fixed Income Strategist, Kathy Jones. They discuss the role of social media in the Silicon Valley Bank collapse, Credit Suisse, the banking crises, fixed income volatility, the Fed, and the outlook for the Economy and markets. Partner with us: https://business.finimize.com/ Subscribe To Finimize Newsletter:...

On the eighth episode of The Finimize Podcast, Eddie Donmez catches up with Liz Young, the head of investment strategy at SoFi.  Liz shares with us her big-picture macro view, today’s stock market valuations, the outlook for monetary policy, and what it all means right now. With cash yields topping 5% in some places, she breaks down where she’s seeing opportunities and what assets she’s steering c...

On the seventh episode of "The Finimize Podcast" Eddie Donmez welcomes Jitania Kandhari who is the Deputy CIO of the Solutions and Multi-Asset Group, Co-Lead Portfolio Manager for the Active International Allocation Strategy, and Head of Macro and Thematic Research for the Emerging Markets Equity team at Morgan Stanley. The easy money era ended last year as the U.S. Federal Reserve raise...

On the sixth episode of "The Finimize Podcast" Eddie Donmez welcomes his Finimize colleagues Max and Stephane to try and piece together what’s going on with markets and the economy, how this relates to the retail investor and what it means for you.  Max is the VP of Community at Finimize, an expert on the retail investor and Steph is our Global Markets Analyst, an expert in the global ma...

On the fifth episode of "The Finimize Podcast" Eddie Donmez welcomes Mike Bell, Global Market Strategist at J.P. Morgan Asset Management for a discussion on UK Inflation falling to a 6-month low, the outlook for the economy, why the FTSE 100 is at all-time highs despite this, what opportunities he sees globally and what keeps him up at night. Partner with us: https://business.finimize.co...

On the fourth episode of "The Finimize Podcast" Eddie Donmez welcomes Will Peck, Head of Digital Assets for a discussion on what exciting things he is working on in the digital assets space right now, breaking down what a digital fund actually is and how you can get exposure and what's next for WisdomTree. Partner with us: https://business.finimize.com/ Subscribe To Finimize Newslet...

On the third episode of "The Finimize Podcast" Eddie Donmez welcomes Ludovic Subran, Chief Economist at Allianz for a discussion on the economy, asset prices and the outlook. Follow Finimize on Twitter: https://twitter.com/finimize Follow Ludovic: https://www.linkedin.com/in/ludovicsubran/ Partner with us: https://business.finimize.com/ Subscribe To Finimize Newsletter: https://finimize....

On the second episode of The Finimize Podcast, Jonathon Hobbs, CFA, Lead Crypto Analyst at Finimize joins the show for a discussion on what went wrong for crypto last year, Bitcoin's outlook, the FTX hangover, institutional adoption, the outlook for crypto in 2023, and more. Follow Finimize on LinkedIn: https://www.linkedin.com/company/5374... Follow Finimize on Twitter: https://twitter.com/f...

On the first episode of "The Finimize Podcast" Eddie Donmez welcomes Daniel Ives, Managing Director of Wedbush Securities for a discussion on Microsoft's partnership with OpenAI, Elon Musk's EV power-play with Tesla, the outlook for technology stocks in 2023, and more. Follow Finimize on LinkedIn: https://www.linkedin.com/company/fini... Follow Finimize on Twitter: https://twit...