Why Invest?

In this episode of the Why Invest? podcast, Chris Joye returns to discuss the global macro backdrop, covering inflation, growth, and central bank policy. He shares why he believes inflation will remain stickier than expected, what’s driving global growth, and how AI, fiscal policy and geopolitics are shaping the outlook. The conversation then turns to markets, with a focus on fixed income opportun...

In this episode of Why Invest? , host Luke Hyde‑Smith is joined by David Zervos, Chief Market Strategist at Jefferies, to explore what is driving today’s equity markets and the resilience of the global economy. David explains why recent shocks have done little to derail market momentum, reflecting a strength in economic fundamentals and the role of capital in driving growth. They discuss how advan...

In this episode of Why Invest? host Luke Hyde-Smith is joined by Alexandra Vidyuk, CEO and Founding Partner of Beyond Earth Ventures, to explore the growing importance of deep tech in today’s investment landscape. Alexandra explains how deep tech – rooted in scientific breakthroughs across areas such as energy, compute, robotics and space – is shifting from niche to core, creating entirely new ind...

In this episode of Why Invest? host Luke Hyde-Smith is joined by Trevor Noren, Founder of Sage Road Research, for a wide-ranging discussion on the forces shaping the investment landscape. Trevor shares his approach to research and why stepping back from the noise of daily market commentary can unlock differentiated insights. The conversation explores the growing influence and limitations of AI in...

In this latest episode of Macro Musings , the team reviews an eventful quarter for global markets, shaped by geopolitical tensions, rising energy prices and AI volatility. They discuss why markets have recovered so strongly despite ongoing uncertainty and what could drive returns for the rest of 2026. The conversation covers inflation, interest rates, the US and UK economic outlook, and the impact...

In this episode of the Why Invest? podcast, host Luke Hyde-Smith is joined by Dr. Arthur Laffer, renowned economist, Founder and Chairman of Laffer Associates and a key figure in the development of supply-side economics. Dr. Laffer shares his perspective on the current global economic climate, with an analysis of geopolitical tensions in the Middle East and their impact on energy prices, inflation...

In this episode of the Why Invest? podcast, hosts Luke Hyde-Smith and Tom Saville speak with Matthew Smith, Co-Founder of QSM Asset Management and a global equities investor. Taking the bearish side of our AI Bull vs Bear series, Matthew shares his perspective on why the current wave of enthusiasm around AI may not translate into the investment returns many expect. The conversation explores the sc...

In this episode of the Why Invest? podcast, hosts Luke Hyde-Smith and Tom Saville speak with Keith Dear, founder of Cassi AI and former adviser to the UK Prime Minister on science, technology and defence. Keith shares his bullish perspective on the rapid development of artificial intelligence. The conversation explores how advances in reasoning models, compute and autonomous AI “agents” are changi...

In this episode of the Why Invest? podcast, hosts Luke Hyde-Smith and James Carter are joined by Benjamin Hall, Manager of the Waverton Asia Pacific Equity Fund. Ben shares his journey into investing and offers a thoughtful perspective shaped by over 15 years' experience across emerging and Asian markets. The conversation explores how investors should think differently about China, challenging hea...

In this episode, host Luke Hyde-Smith is joined by Alexandra Innes, a Non-Executive Director and Board Adviser for listed and private companies across financial services, real estate, sports and media. They delve into the shifts shaping the financial services industry, including consolidation, private markets, sustainability, and the future of real assets, and discuss leadership at the highes...

In this episode, we are joined by Cassian Scott, Chief Executive Officer and Founder of Instinct Digital, for a wide-ranging discussion on asset management, technology and regulatory change. Cassian reflects on his career, how reporting and client analytics are evolving, and why human oversight remains critical even as AI accelerates processes. The discussion explores the challenges and opportunit...

In our final episode of 2025, we are joined by macro strategy expert Gerard Minack, for a wide-ranging discussion on markets, policy and risk. Gerard reflects on his career, how macro investing has evolved, and why human behaviour still matters as much as data and technology. The discussion explores the AI boom, including market concentration and investor expectations as well as inflation, interes...

In this episode Luke Hyde-Smith, James Mee and Matthew Parkinson return for Volume 2 of the Macro Musings series that brings listeners inside the investment desk to discuss the macro and market themes of the year. The team reflects on policy decisions, market moves, and why inflation remained far more subdued than anticipated. They explore how these dynamics fed through to portfolios, giving a can...

In this episode of Why Invest? hosts James Carter and Tom Saville are joined by award-winning journalist and Bloomberg columnist Parmy Olson. They discuss the realities behind the AI boom, from the philosophical motivations of tech founders to the subtle risks AI poses to human agency, jobs, and democracy. They explore Europe’s funding gap, the growing power of Big Tech, the rise of Chinese open-s...

In this episode of the Why Invest? podcast, host Luke Hyde-Smith is joined by Stephen Clapham, founder of Behind the Balance Sheet, a market-leading consultancy specialising in bespoke investment research and training. Stephen shares his expertise on investment analysis, discussing the importance of rigorous research and how bespoke training can empower investors to make better decisions. He offer...

In this episode of Why Invest? , host Luke Hyde-Smith is joined by Tom Duff Gordon, Vice President of International Policy at Coinbase, one of the world’s leading digital asset platforms. They discuss the evolution of Coinbase and how improved regulatory clarity, rising institutional demand and the growing role of stablecoins are helping push crypto into the financial mainstream. The conversation...

In this episode of the Why Invest? podcast, host Luke Hyde-Smith is joined by Adam Rozencwajg, Managing Partner and Co-Founder of Goehring & Rozencwajg Associates, one of the leading voices in natural resource investing. Adam shares his insights on the “revenge of the old economy,” as commodities and energy markets stage a comeback after years of neglect. He explains why structural underinvest...

In this episode of the Why Invest podcast, host Luke Hyde-Smith speaks with Will Nutting, Founder of NUTSTUFF, about his refreshingly straightforward approach to investing. Will strips away the jargon to show that successful investing is built on logic, good ideas, and curiosity, not complicated models or credentials. The conversation spans everything from the rise of digital assets and blockchain...

For this special mini-series, we are recording from the Kepler Alternatives Summit at Wembley Stadium and are thrilled to be joined by six brilliant guests from around the world. In this episode we spend 20mins with Yuexin Zeng, Head of Investor Relations / Macro Analyst at Ocean Arete Limited, to discuss global macro trends, reverse globalisation, East–West economic shifts, and investment opportu...

For this special mini-series, we are recording from the Kepler Alternatives Summit at Wembley Stadium and are thrilled to be joined by six brilliant guests from around the world. In this episode we spend 20mins with Ray Dillet, Head of Financial Institutions at Bitwise, to explore digital assets and institutional adoption of crypto through regulated products. The value of investments and any...

For this special mini-series, we are recording from the Kepler Alternatives Summit at Wembley Stadium and are thrilled to be joined by six brilliant guests from around the world. In this episode we spend 20mins with Jussi Nyrölä, Founder and CIO of Talomon Capital, to discuss private equity’s role versus public markets and the rise of evergreen fund structures. The value of investments and any inc...

For this special mini-series, we are recording from the Kepler Alternatives Summit at Wembley Stadium and are thrilled to be joined by six brilliant guests from around the world. In this episode we spend 20mins with Jeremy Mindich, Managing Partner at Scopia, to discuss their long–short market-neutral strategy, deep fundamental research, and views on market inefficiencies and valuation distortions...

For this special mini-series, we are recording from the Kepler Alternatives Summit at Wembley Stadium and are thrilled to be joined by six brilliant guests from around the world. In this episode we spend 20mins with James Hanbury, Fund Manager at Lancaster Investment Management, to discuss his long-short investment approach, UK and European equity opportunities, and risks in private credit markets...

For this special mini-series, we are recording from the Kepler Alternatives Summit at Wembley Stadium and are thrilled to be joined by six brilliant guests from around the world. In this episode we spend 20mins with Christopher Joye, Chief Investment Officer at Coolabah Capital Investments, to discuss global credit markets, fixed income strategies, and inefficiencies in bond trading. The value of...

In this shorter ‘Espresso’ edit of ‘Macro Musings’, we distil the W1M Multi Asset team’s latest thinking on markets, economics, and investing into an easy to digest, 10-minute episode. Kicking off with memorable quotes from great investors, Luke, James and Matt then turn to the current macro backdrop, weighing the outlook for the US, Europe, and the UK, and what it means for investors. The episode...