It’s been a mixed year for the health and fitness industry. On the one hand, gyms, clubs, and pools have all...
45:04
Alpha Podcast: Staying Positive
On this week's Alpha podcast John and Phil go on the hunt for more shares with the feelgood factor, despite some...
37:48
Donald Trump’s ban from Twitter, Facebook and Snapchat has put private media groups under the spotlight. Were...
35:39
Alpha podcast: Lockdown winners
On this week's Alpha Podcast John Hughman and Phil Oakley talk about the prospects for three companies that have seen...
29:05
Graham Harrison: 'Chasing after returns is always going to have some risk"
The destruction of risk free returns thanks to low interest rates means investors have to understand the risks...
15:17
James Anderson: “Tesla’s rise is a symbol of a revolution in energy”
Baillie Gifford’s flagship fund, Scottish Mortgage Investment Trust (SMT), has delivered eye watering...
47:04
Jeremy Grantham: “We have to run as if our lives depend on it”
Jeremy Gratham, co-founder of GMO Asset Management speaks to Nilushi Karunaratne about whether companies, governments...
52:13
Randy Smallwood: I don’t think we’re anywhere near the highs of gold and silver
Wheaton Precious Metals chief executive Randy Smallwood on the steaming business model, gold's prospects and how to...
23:18
The Alpha Podcast: Tech, takeovers and the trouble with momentum
On this week's Alpha Podcast John Hughman and Phil Oakley discuss the crazy world of unicorn IPOs, the bidding war...
38:53
Not your normal finance show: Covid-Christmas!
With Christmas only a week and a half away, we thought we’d attempt to bring the festive cheer with a look at...
34:24
Jim Rogers: "I'd rather be here than there"
his week our guest is the American investor, former fund manager and financial commentator Jim Rogers. A noted China...
20:44
The Alpha Podcast: Behind the balance sheet
Phil Oakley chats with former analyst and hedge fund investor Steve Clapham about his new book and how to research...
46:44
Not your normal finance show: V-Day
Maggie, 90, has become the first Brit to receive a vaccine for coronavirus outside of clinical trials. She received...
28:40
Keith Ashworth-Lord: “Don’t bet against the UK"
Investing in the UK market has largely been a recipe for underperformance in recent years - but some have clearly...
32:11
Alpha Podcast: Quality control
On this week's IC Alpha podcast James Norrington and Phil Oakley discuss whether three highly-rated UK shares - the...
32:40
Not your normal finance show: The magic of gaming
The £120bn gaming industry is another one of those rare markets seemingly unaffected by the coronavirus pandemic....
43:05
Dr Bronwyn King: “With tobacco, engagement is futile”
About ten years ago, Dr Bronwyn King was a doctor working on a lung cancer ward in Melbourne, Australia. Today, she...
30:39
Alpha Podcast: Battered Britain
On this week's Alpha Podcast James Norrington talks to Phil Oakley about how the example of Sage shows why investing...
46:49
Not your normal finance show: DIY-ing to get back to normality
2020 has been a difficult year for many industries, but one that has bucked the trend is the home improvement sector....
27:17
Robin Parbrook: “So much of what I see in our industry in the name of ESG is just greenwashing”
The art of bottom-up stock selection is crucial in Asian markets, with benchmarks shifting all the time. In this...
30:56
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