The Wine Investing Podcast

For many years, Bordeaux was considered the only investment-grade wine region. It was in this environment Miles Davis entered the wine trade -- setting up one of the first (and only) FCA-authorised fine wine investment funds. This all changed following Xi Jinping's infamous "gift giving" ban in 2011, which saw Chinese demand evaporate almost overnight. To find out more about fine win...

Meet Matthew Small . Matt is WineFi's new Head of Investment, having beaten hundreds of candidates to the post. Born and raised in Northern Ireland, Matt started his career as an equity trader before transitioning into fine wine investment. This highly unusual background puts him a unique position to articulate fine wine in language that is familiar to investors. In this episode, CEO Callum Wo...

Leo de Keersmaeker has wine in his blood, with his family running the stunning Montechiari vineyard in Tuscany. Growing up surrounded by fine wine, combined with a career in asset management, made it almost inevitable that Leonardo would find a way to combine the two passions. Leo is currently the Asset Manager responsible for fine wine investments within the Timeless Investments portfolio. Timele...

Champagne occupies a unique place in our cultural imagination, inherently associated with both luxury and celebration. It also has the potential to occupy a unique place in our investment portfolios. In this episode, Callum (CEO of WineFi ) explores the factors that make this fascinating region so attractive for investors, and provides an overview of what to look for when assembling a Champagne po...

In this episode, Callum talks to Marc Lafleur. Marc has had an adventurous journey, which has taken him from a fishing boat in the Bering Straits to a commodities trading firm, and finally to starting a prestigious Geneva-based wine merchant; Lafleur Wines. Marc has now spent more than 15 years in fine wine, and his business specialises in helping collectors build their ideal fine wine collection....

Peter Lunzer is a 30-year veteran of the wine trade, and professional wine investor; having deployed £85m+ on behalf of clients. He is also a member of WineFi's Investment Committee. In this episode, Peter and Callum discuss the wine markets, Burgundy, and WineFi's latest co-investment opportunity; 'The Burgundy Collection'. If you are interested in learning more about WineFi's...

Demand for alternative assets, especially collectibles, is at record highs. This is partly due to investors wising up to the return profile of assets like wine, whisky and art, but also platforms making these asset classes far more accessible. In this episode, Callum welcomes Mario von Bergen. Mario is the Co-Founder and Head of Investment at Splint, a leading platform for alternative investments...

If you are a wine collector or investor, chances are you have a portfolio of wines worth thousands. Traditionally, the only strategy for "monetising" a collection was to buy, hold, and then sell it down when the time was right to sell to maximise returns. That is until Jera came along. Jera allows wine owners to borrow against the value of their wine portfolios, representing a huge step...

In this episode, Callum (CEO of WineFI) interviews Erik Portanger, Managing Director of Wine Investment SICAV, one of Europe’s fastest growing fine wine investment funds. With more than 300 investors and annualised returns of 8.9% since inception, the fund is regulated by the Czech National Bank and has a minimum investment of €40,000. Links: Erik on LinkedIn Callum on LinkedIn Wine Management SIC...

Jacob Ner-David is an entrepreneur with a background in both tech and wine, who founded the picturesque Jezreel Valley Winery in Israel. He is also the founder of VinoVentures, one of the best performing total return wine funds. In this episode, Callum and Jacob discuss Jacob's journey, opportunities for geographic arbitrage in the wine markets, and the nature of fine wine as an asset class. L...

Since 2009, David Jackson and Amphora Portfolio Management have been guiding new investors into this fascinating asset class. In this episode, David speaks to Callum about building Amphora, his predictions for 2024 and which region is the one to watch in his view. Links Callum on LinkedIn Amphora Portfolio Management Website WineFi Website Capital at Risk.

Wine's potential as an investment has been known by collectors for many years, but without formal academic study, has little hope of being taken seriously as an alternative asset in and of itself. Enter Dr. Gertjan Verdickt. Gertjan is Assistant Professor of Finance at the University of Leuven, and one of few academics publishing research into wine as an asset class. In this fascinating interv...

In this episode, Callum is joined by Alun Griffiths MW, a wine industry legend, and member of WineFi's investment committee. Alun has spent 43 years in the wine trade, primarily in a retail capacity for the first 11 years, becoming Wine Buyer for both Fortnum and Mason and Harrods, before moving to Berry Brothers & Rudd in 1992 where he eventually became Buying Director and head of their e...

Whether it is Chateau Petrus aged in space, a Bored Ape Yacht Club champagne or a bottle of Chateau Lafite (reputably) owned by Thomas Jefferson, there can be no doubt that wine collectors are prepared to pay eye-watering sums for a piece of history. In this episode, Callum (Founder - WineFi ) looks back at the ten most expensive wines ever sold at auction. Links 1. Callum on LinkedIn 2. WineFi on...

2023 has been a tough year for wine as an asset class, but offers a golden window of opportunity for investors looking to take advantage of suppressed prices to build their portfolios. In this episode, Callum looks back at 20+ years of data to look at the events have driven the wine markets. Links 1. Liv-ex 100 Index: All Time 2. Callum on LinkedIn 3. WineFi Website 4. WineFi Twitter

With 11,000+ wineries in the US alone and thousands of wines to choose from, it can be difficult to understand what makes a truly "investment-grade" wine. In this episode, Callum Woodcock (Founder - WineFi ) explores the factors that define investment-grade wine. Links 1. ⁠Callum on LinkedIn⁠ 2. WineFi on Twitter 3. WineFi Website

With retail investment in alternative assets expected to double by 2028, fine wine looks set to enter the mainstream. In this episode, Callum Woodcock (Founder - WineFi ) explores what this asset class can offer investors. Links 1. Performance (Source: Liv-ex) 2. Sharpe Ratio (Source: Cult Wine) 3. Callum on LinkedIn 4. WineFi on Twitter