The Finimize Podcast

Fundamentals are useful, but they're not the only tool in the box. In today's podcast, we sit down with Finimize analyst Russell Burns to talk through two technical indicators he swears by – and the top trades they're signaling right now. Yes, it involves some squiggly lines and price charts. But this isn't about day-trading hype – it's about clarity when markets get chaotic.Try Finimize Pro

Revolut's got 53 million users, big global expansion plans, and IPO buzz that's getting louder – so we figured it was time to talk about it.In today's episode, we chat with Finimize analyst Theodora Lee Joseph to unpack what's really behind the hype. Is this neobank a future fintech giant – or just a shiny app with good PR?We dig into the numbers, the risks, and what might make this IPO one to watch.Try Finimize Pro

Time series momentum isn't sexy – but it works. In today's episode, we talk to Finimize analyst Stéphane Renevier as he unpacks how a simple trend-following rule can help you dodge the biggest losses... without staring into a crystal ball. From cutting drawdowns to riding investor bias, we break down why this time-tested system keeps showing up – and why sometimes, sticking to it really could be your best bet.Try Finimize Pro

The market's been messy – but the Finimize Portfolios were built for mess. In today's episode, we sit down with Finimize analyst Stéphane Renevier to dig into this report on how a rules-based strategy kept beating the S&P 500 while everything else was slipping. From momentum magic to slow-and-steady wins, we unpack what's working – and why gut instinct isn't in the driver's seat.Try Finimize Pro

The Great Wealth Transfer is coming – and it's going to be big. In today's episode, Finimize Analyst Theodora Lee Joseph joins the pod to talk about about the tens of trillions of dollars set to move from Boomers to younger generations over the next two decades. That's not just an economic shift – it's an investment opportunity. We dig into what it means for markets, what younger investors might do differently, and how you can position your portfolio to benefit – inheritance or not.Try Finimize Pro

'Trump is trying to crash the market on purpose.'It might sound like the typical inane internet noise we've come to expect. But when Trump reposted a video saying just that, Finimize Analyst Reda Farran decided to look past the headline and dig into what might actually be going on.In today's episode, Reda joins the pod to break down why this idea isn't as far-fetched as it sounds — and what it could mean for markets.Plus, we get into the practical stuff: how to hedge, where to look for value, and why volatility might be your new best friend.Try Finimize Pro

Tesla's been making headlines - just not the kind investors like. In today's episode, Finimize analyst Russell Burns joins the pod to figure out what's really going on with the stock. Yes, Elon Musk's political presence plays a role. Yes, the brand has taken a hit. But that's not the whole story. There are fundamentals at play here, and for long-term investors - maybe even opportunity.Try Finimize Pro

The top 10% have been doing a lot of heavy lifting lately. While most people pulled back on spending, they kept splurging—on luxe travel, home upgrades, and $500 sneakers. That's been good news for certain companies. And, by extension, for investors.But now? That support's starting to look shaky.In this episode, Stéphane Renevier joins the studio us to explain why a slowdown at the top could be a big deal for markets—and what to do about it. He's built a portfolio for exactly this kind of shift: one that goes long the practical stuff and short the fragile, confidence-driven spending. If the wealth effect really is reversing, this might be the trade you want to make.Try Finimize Pro

Klarna's making its stock market debut—big stage, big stakes, big questions. The “buy now, pay later” giant is aiming for a $15–20 billion IPO, bouncing back from a $6.7 billion low. But with competition from Affirm, Afterpay, and even Apple, can it hold its ground?Finimize analyst Theodora Lee Joseph joins the studio to break down Klarna's strategy, its place in the fintech race, and whether this IPO is an opportunity worth grabbing.Try Finimize Pro

Crypto is volatile—so is Coinbase. After a sharp drop in its stock price, investors are wondering: is this a rare buying opportunity or just another high-risk bet? In today's episode, Finimize Analyst Russell Burns joins the pod to look at Coinbase's growing revenue, its reliance on crypto trading fees, and whether its push into subscriptions and staking can bring more stability. And, of course, whether now's the right time to buy.Try Finimize Pro

Palantir's stock has been on a...rollercoaster - soaring 250% last year, then sliding 30% in the past month. And sure, plenty of investors still love it. But with a price-to-earnings ratio over 150, even the bulls should be paying attention. Because even Palantir's own execs don't seem convinced. They've offloaded $3 billion worth of shares in the past year—mostly to retail investors. And not a single one has bought in. So, is this an AI goldmine or a bubble waiting to burst? Today, Finimize Chief Analyst Carl Hazeley joins the studio to break down what the company does, what it should earn, its current valuation, and - of course - what that all means for you.Try Finimize Pro

Cybersecurity is booming – and for good reason. Cyber threats are getting sharper, businesses are doubling down on digital security, and global investment in the sector is set to more than double by 2030.Today, Finimize analyst Theodora Lee Joseph joins the studio to break down why this $200B+ industry is becoming one of the most resilient and high-growth investment opportunities out there. Oh, and a blueprint for how to your portfolio in on the action. Try Finimize Pro

The stock market has been on a knife's edge. Valuations are sky-high, risks are piling up, and volatility is making a comeback. For investors, that means protecting a portfolio is more important than ever. But with options prices surging, traditional hedging strategies are getting expensive.So, what's the smarter play? Finimize analyst Stephane Renevier has been digging into the data, and his latest research points to a strategy that's not just more affordable but potentially more profitable. Today, he sits down with Jackson Cantrell to talk about how put spreads can offer a cost-effective way to navigate market uncertainty—and why now might be the right time to put them to work.Try Finimize Pro

Nvidia has been the biggest winner of the AI boom—but can it keep up the pace?In today's episode, Chief Finimize analyst Carl Hazeley joins the pod to break down his latest research on the chip giant. We'll dig into Nvidia's financials, its dominance in AI, and the risks that could slow it down. And yes, we'll talk about whether the stock is overvalued.Try Finimize Pro

SoftBank owns a $230 billion portfolio filled with high-growth tech, telecom, and AI investments—including a majority stake in Arm. But despite its assets, the stock is trading at a steep discount to its net asset value. So, is this a rare value play - or a sign of deeper risks?In today's episode, Finimize analyst Russell Burns breaks down SoftBank's strategy, its bets on AI and semiconductors, and what that valuation gap means for investors.Try Finimize Pro

Pet strollers, matching outfits, gourmet meals—people are treating their pets like royalty. And that's not just cute, it's big business.In today's episode, Finimize analyst Theodora Lee Joseph joins the pod to dive into IDEXX Laboratories—a pet healthcare giant that's quietly dominating the industry with a subscription-like model, sky-high margins, and double-digit growth. We'll break down why this stock isn't just another name in the market, but a potential 50% upside opportunity hiding in plain sight.Try Finimize Pro

The past decade made investing look easy – 13% returns per year from the S&P 500, no questions asked. But the next ten years are shaping up to be a whole different story, and if you're betting on another blockbuster decade, you might be in for a nasty – and costly – surprise. See, even if you make some pretty optimistic assumptions, US stocks are likely to return a mere 5% per year. What's worse, the risks are tilted to the downside. So this is a good time for a gut check. Today, Finimize analyst Stephane Renevier pops in to the studio, to break down how things have changed now - and what it means for your portfolio.Try Finimize ProSubscribe to the Finimize Newsletter: https://finimize.com/

The pandemic was a golden era for sporting goods retailers – people locked out of the gym and stuck at home drove record sales of running shoes, athleisure wear, and exercise equipment. But now that life's back to normal, those stocks don't seem so sporty. There's a silver lining to that though: digging into industries that have fallen out of fashion can turn up some serious investment opportunities. Take JD Sports Fashion, for example: its share price has taken a tumble and now looks like a steal, based on key valuation metrics. In today's podcast, Guy sits down with Finimize analyst Russell Burns to unpack why this $5.4 billion sporting goods giant could deliver a 42% upside for investors.Try Finimize ProSubscribe to the Finimize Newsletter: https://finimize.com/

US electricity demand has been, *ahem*, static over much of the past two decades, but it's finally beginning to light up. That's partly thanks to the explosive growth of AI. The innovative technology's huge need for power now means that utility companies – traditionally one of the dullest corners of the stock market – could offer investors a pretty exciting way to play the market's latest obsession.In today's episode we sit down with Finimize analyst Reda Farran, who's taken a look at the sector and found three brightly shining stocks that you may want to own now. Try Finimize ProSubscribe to the Finimize Newsletter: https://finimize.com/

Chocolate isn't just delicious—it might also be lucrative. Barry Callebaut, the world's biggest chocolate maker, has had a rough couple of years, with its stock down 45% since 2022. But could that slump be your golden opportunity? In today's episode, I sit down with Theodora Lee Joseph to find out why she thinks Barry Callebaut's fortunes are about to change. We talk restructuring plans, stabilizing cocoa prices, and why the big names - think Hershey and Mondelez - might be outsourcing more chocolate production than ever. Theodora makes the case that the chocolate maker is a turnaround story worth biting into. Try Finimize ProSubscribe to the Finimize Newsletter: https://finimize.com/

AI is a big thing, but it's not the only thing. In today's podcast, we get five Finimize analysts – Carl Hazeley, Reda Farran, Stéphane Renevier, Theodora Lee Joseph, and Russell Burns – to discuss where they see opportunities now. And – yes, fine – some of their investing ideas are AI-related. But not, by any means, all of them. Subscribe to the Finimize Newsletter: https://finimize.com/Try Finimize Pro

After some too much turkey and an unfamiliar chocolate dessert, the Finimize analysts huddled in the studio for a chance to talk markets. They went around the room, sharing their big takeaways, the events that surprised them, and the things they see just ahead for this quarter-century year. They also dished about the trends and risks that they see mostly flying under the radar. Try Finimize ProSubscribe to the Finimize Newsletter: https://finimize.com/

What if the key to beating Wall Street was hiding in plain sight... inside ChatGPT? In this episode, Guy's joined by Finimize analyst Reda Farran to unpack research that could potentially be groundbreaking for investing. Researchers found that with a bit of clever prompting, ChatGPT could analyse financial statements better than professional analysts, predict earnings trends with remarkable accuracy, and build model portfolios that delivered massive excess returns.We'll break down how this works, what it means for the future of investing, and - most importantly - how you can apply it to your own portfolio.Read Reda's full report with a Finimize Pro subscription.Try Finimize Pro 

AI's digital boom has a hidden cost: water. Data centers and chip factories are guzzling it like never before, sparking demand for smarter water solutions. In today's episode, Finimize analyst Stephane Renevier join Guy in the studio to break down the companies innovating where tech meets water—from advanced cooling systems to industrial recycling—and shares how investors can capitalize on this game-changing trend.Try Finimize Premium 

When Warren Buffett buys into a stock, investors take notice. And when he sells it, you can bet they note that, too. That's exactly what happened this year with Ulta Beauty – a company that briefly caught (and then lost) the Oracle of Omaha's fancy. But, here's the thing: just because Buffett stepped away doesn't mean this opportunity should be off the table for the rest of us. In fact, I think Ulta's current valuation presents an interesting proposition that's worth paying attention to.Finimize analyst Theodora Lee Joseph argues that what we're actually looking at is a high-return business trading at a 12-month forward price-to-earnings ratio of under 14x – a steep discount to its historical average. Factor in Ulta's “omnichannel” strategy, loyal customer base, and potential to benefit from big-picture tailwinds like rate cuts and the recovery in China's beauty market, and the upside becomes pretty hard to ignore.She pops into the studio to show you why Ulta beauty deserves a look.Try Finimize Premium 

Donated organs don't stay viable outside a human body for very long. And because they have to be a match for a potential recipient – in terms of size, genetics, and geographical location – most end up wasted rather than transplanted, despite an overwhelming need for them.There's always been a complex web of problems in this part of healthcare, from the medical to the logistical. But a company called TransMedics has been working to solve the ones it can. And now its big innovation – the Organ Care System, a portable device that replicates an organ's natural, functioning environment – has been approved by the FDA. And that makes TransMedics's stock worth looking into.Today, Finimize analyst Russell Burns sits down with Guy Gardener to look at exactly how they've changed the game in organ care, their growth story for 2025, how this kind of investment could fit into your portfolio, and much more.Try Finimize Premium 

Holding just stocks would've been a winning move over the past ten years, but that doesn't mean it will be over the next ten. They've taken huge hits before and they could again. With today's record-high valuations, stretched margins, and an investing audience that's maxed out on the market, the margin of safety is perilously slim. Ideally, you'll want a portfolio that can deliver returns even if the future fails to meet everyone's lofty expectations.That's why Finimize analyst Stephane Renevier designed the Momentum Rider Portfolio. The model constantly adapts to investing conditions and aims to deliver stock-like returns but with way less risk. Steph joined Guy in the studio to break down how it works, and how to do it. Try Finimize Premium 

Look only at recent performance, and it might be tempting to go all-in on stocks. But with a ten-year horizon, the odds of facing disappointing returns or hitting a really rough patch are high. Finimize analyst Stephane Renevier's Easy Rider Model Portfolio offers a smarter approach. By blending stocks with bonds, commodities, and even a sprinkle of bitcoin, you'll be doing more than just chasing returns – you'll be shrinking your risk and boosting your chances of hitting your financial goals. Stephane joins Guy in the studio to break the portfolio down.Try Finimize Premium 

Imagine snagging Costco's stock back in 2000 and watching your investment grow 30 times over in less than 25 years. When we think of “multi-baggers”, grocery stores aren't the first thing to spring to mind – it's usually trailblazing tech firms like Apple, Microsoft, and Nvidia. But great investments don't always hinge on innovations or complex business models. Sometimes the best companies thrive by keeping things simple – and Costco is a perfect example.In today's episode, Finimize analyst Theodora Lee Joseph makes the case for why Costco - despite its high valuation - could make a worthy addition to your portfolio.Try Finimize Premium 

Welcome to Investor Intelligence: your portfolio's next big idea. Each week, our analysts and leading Wall-Street experts provide in-depth analysis that dives deep on a company, opportunity or trend in markets.Most consumer banks follow the same basic business model. But in Brazil, Nubank (or Nu, as it's known) has been doing things differently: it operates entirely online or via an app – without a single bank branch – offering loads of services at more competitive rates than traditional banks (and without fees). Plus, it's been embracing the lower-income customers that the old-school financial institutions have traditionally turned away. In a little over a decade, this formula has catapulted it from unknown fintech to Latin America's most valuable bank. Finimize analyst Russell Burns breaks down why it's a stock you'll want to watch. 

Brought to you by our sister podcast, Generation (Spotify) (Apple Podcasts).Time and time again, marketers get stuck in the same dilemma. How do I really show ROI for my marketing spend? Today, Max is joined by Natwest CMO Margaret Jobling, who shares her powerful blueprint for maximizing ROI through a balance of brand building, performance, and experimentation. With a career spanning iconic brands like Cadbury's, British Gas, and Bird's Eye, Margaret reveals how to break free from “rearview” marketing, and drive real business impact.Partner with us: https://business.finimize.com/Subscribe To Finimize Newsletter: https://share-eu1.hsforms.com/1TVySdLKsSxmyp0sBmOcNrg2b9knn

Brought to you by our sister podcast, Generation (Spotify) (Apple Podcasts).Imagine being handed a million pounds to develop a groundbreaking idea—but you can't get your client to see its value. Is it their fault? Or does the responsibility fall on how you tell the story? Today, Max sits down with Nils Leonard, co-founder of one of the hottest creative agencies on the planet, Uncommon.Nils has led viral campaigns for brands like British Airways, Nike, Monzo, and EA Sports, earning multiple Grand Prix Awards at Cannes Lions along the way. Max and Nils break down what separates the meaningful from the mediocre and why finance needs creativity now more than ever.Partner with us: https://business.finimize.com/Subscribe To Finimize Newsletter: https://share-eu1.hsforms.com/1TVySdLKsSxmyp0sBmOcNrg2b9knn

Subscribe to our daily financial news show, The Finimize Daily Brief (Spotify), The Finimize Daily Brief (Apple Podcasts). It'd be easy to think about Microsoft and Nvidia in the same way. But the two AI stock darlings have more that separates them than unites them. In today's Podcast, Stephen Yiu – the CIO of Blue Whale Growth Fund – chats with Carl about what sets the two tech giants apart.Partner with us: https://business.finimize.com/Subscribe to the Finimize Newsletter: https://finimize.com/

Brought to you by our sister podcast, Generation (Spotify) (Apple Podcasts).Adam Nash is one of the most influential leaders in fintech. As the former President and CEO of Wealthfront, he scaled assets under management from $100 million to over $4 billion. He's also held pivotal roles at top Silicon Valley companies like Apple, eBay, LinkedIn, and Dropbox. Right now, Adam's leading his latest venture, Daffy, a start-up democratising charitable giving.Today, Adam and Max talk about the true meaning of trust in the world of finance, Adam's biggest lesson from working with Steve Jobs, and why product leadership is so critical to delighting your customers. Partner with us: https://business.finimize.com/Subscribe To Finimize Newsletter: https://share-eu1.hsforms.com/1TVySdLKsSxmyp0sBmOcNrg2b9knn 

Brought to you by our sister podcast, Generation (Spotify) (Apple Podcasts).Unlock the secrets of exceptional marketing with Johan Jervøe, former CMO of UBS and Intel. Max and Johan discuss the power of customer insight, how to leverage celebrity endorsements, the art of crafting campaigns that really resonate, and much more.Partner with us: https://business.finimize.com/Subscribe To the Finimize newsletter: https://share-eu1.hsforms.com/1TVySdLKsSxmyp0sBmOcNrg2b9knnCheck out our daily financial news show, The Finimize Daily Brief (Spotify), The Finimize Daily Brief (Apple Podcasts).

Subscribe to our daily financial news show, The Finimize Daily Brief (Spotify), The Finimize Daily Brief (Apple Podcasts). On today's episode, Carl and the gang dive into the fundamentals of personal finance. They explore essential topics like how much cash you should really hold, and how to use it, pensions, fixing mortgage rates, and balancing risk and return in your retirement planning. Hear from Stéphane Renevier, Reda Farran, Theodora Lee Joseph, and Russell Burns. Partner with us: https://business.finimize.com/Subscribe To Finimize Newsletter: https://finimize.com/

Subscribe to our daily financial news show, The Finimize Daily Brief (Spotify), The Finimize Daily Brief (Apple Podcasts).No one knows Warren Buffett like David Kass: the finance professor's been tracking the Oracle's every move since the 1980s. He sat down with our show's producer, Guy Gardener, to explain what he thinks about Buffett's latest stock moves – and what he might do next.Listen in the Finimize app, or wherever you get your podcasts.Partner with us: https://business.finimize.com/Subscribe to the Finimize Newsletter: https://finimize.com/

Brought to you by our sister podcast, Generation (Spotify) (Apple Podcasts).Discover what it takes to be a top-tier CMO with Citi's Alex Craddock. From transforming the iShares brand to leading game-changing campaigns, Craddock shares his secrets on mastering data, technology, and business growth. Get insider tips on leadership, mentorship, and crafting bold, visionary marketing strategies. Perfect for aspiring CMOs and seasoned pros alike—this episode is your blueprint for marketing success.Partner with us: https://business.finimize.com/Subscribe To Finimize Newsletter: https://share-eu1.hsforms.com/1TVySdLKsSxmyp0sBmOcNrg2b9knn

Subscribe to our daily financial news show, The Finimize Daily Brief (Spotify), The Finimize Daily Brief (Apple Podcasts).The show gives you 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 analysts. 

If you were hoping for some stable predictability in the markets, well, 2024 might not be your year. Sree Kochugovindan, senior research economist at abrdn, has been watching the recent blast higher in volatility. She sat down with Carl recently and discussed how interest rate decisions from the world's big central banks (especially in the US and Japan) have driven a lot of the market's swings. But, she noted that other things are playing a role, too, and with the US presidential election just a few months away, things are likely to remain tumultuous for a while yet. Luckily, she's got some insights for investors and economists, as they brace for the potential outcomes.Listen in the Finimize app, or wherever you get your podcasts.Partner with us: https://business.finimize.com/Subscribe to the Finimize Newsletter: https://finimize.com/

The Finimize analyst team get together for a mid-year hurrah. They checked in on how their 2024 predictions have played out so far, and what they're expecting for the rest of the year. Hear from Stéphane Renevier, Reda Farran, Theodora Lee Joseph, and Russell Burns – hosted by Carl Hazeley. They'll make some fresh predictions, share what they've learned, and exchange some witty banter (maybe. You be the judge.).Listen in the Finimize app, or wherever you get your podcasts.Partner with us: https://business.finimize.com/Subscribe to the Finimize Newsletter: https://finimize.com/

Brought to you by our daily financial news show - subscribe here:  The Finimize Daily Brief (Spotify), The Finimize Daily Brief (Apple Podcasts).US jobs data suggested that the country is starting to strain under high interest rates, while Nvidia challenger Cerebras filed for an IPO.Today's stories:The US Created Fewer Jobs Than Expected, And Unemployment Ticked Up TooChip Designer And Nvidia Rival Cerebras Filed For An IPOTry Finimize Premium 

Apple and Amazon both showed investors how they fared last quarter, but their adequate performances failed to earn them credit. After four years of interest rates moving only one way, the Bank of England finally dropped rates.Today's stories:Adequate Results From Apple And Amazon Weren't Enough To Get Investors ExcitedAfter Four Years, The Bank Of England Finally Trimmed Interest RatesTry Finimize Premium 

The Bank of Japan raised its benchmark interest rate to the highest point since 2008, and Meta reported stronger-than-expected sales for last quarter.Today's stories:Surf's Up For Meta: The Firm Reported Stronger Sales Than ExpectedThe Bank Of Japan Raised Interest Rates For Just The Second Time Since 2007Try Finimize Premium

You've probably heard of the Net Promoter Score, or NPS. But on this episode of the Generation Podcast, Hannah Grove - ex-State-Street CMO and now board member at abrdn - is going to show you how to harness it. She sat down with Max to discuss how Hannah transformed State Street as a marketeer, why NPS should be a CMO's number 1 metric, and why it's so hard to create great content in-house. Partner with us: https://business.finimize.com/Subscribe To Finimize Newsletter: https://finimize.com/

Geopolitics and macroeconomics have never been so intertwined, so Paul Diggle, chief economist at abrdn shared his analysis covering different scenarios for the US presidential election and the potential market impact of each outcome. Paul also discussed why he likes the look of corporate bonds right now, why he's warming up to real estate after avoiding it for a while, and what he makes of the US dollar.Listen in the Finimize app, or wherever you get your podcasts.Partner with us: https://business.finimize.com/Subscribe To Finimize Newsletter: https://finimize.com/

Brought to you by our daily financial news show - subscribe here:  The Finimize Daily Brief (Spotify), The Finimize Daily Brief (Apple Podcasts). Finfluencer Bill Ackman slashed the target size for his brand-new  fund, while the latest look at inflation hinted that the US could achieve a soft landing.Today's stories:Bill Ackman Slashed The Target Size For His New Fund By A MileThe Fed's Trusted Inflation Measure Pointed To Cooler Blue LevelsTry Finimize Premium

Brought to you by our daily financial news show - subscribe here:  The Finimize Daily Brief (Spotify), The Finimize Daily Brief (Apple Podcasts).US economic growth cruised at a faster-than-expected pace, while an AI selloff stoked wider worries about the Big Tech-driven stock market.Today's stories:The US Economy Grew At A Surprisingly Snappy Pace Last QuarterAI Jitters Sent Markets The World Over Into A TailspinTry Finimize Premium

Brought to you by our daily financial news show - subscribe here:  The Finimize Daily Brief (Spotify), The Finimize Daily Brief (Apple Podcasts). European firms are facing a dismal quarter as demand from China slows, while business activity in Britain showed it's making a comeback.Today's stories:European Firms Are Looking Glum As Demand From China SlowsThe Clouds Might Finally Be Parting For The UK EconomyTry Finimize Premium 

Brought to you by our daily financial news show - subscribe here:  The Finimize Daily Brief (Spotify), The Finimize Daily Brief (Apple Podcasts). Alphabet delivered an expectation-beating – yet slightly ho-hum – quarterly update, while ether spot ETFs started trading in the US.Today's stories:Alphabet Spelled Out Better-Than-Expected ResultsIn A Big Step For Crypto, The First Spot Ether ETFs Just LaunchedTry Finimize Premium 

Brought to you by our daily financial news show - subscribe here:  The Finimize Daily Brief (Spotify), The Finimize Daily Brief (Apple Podcasts).Warren Buffett cashed in some Bank of America stock, while activist fund Elliott Management ordered up a serving of Starbucks.Today's stories:Warren Buffett's Berkshire Hathaway Gave Its Bank of America Stake A TrimActivist Fund Elliott Management Picked Up A Venti Stake In StarbucksTry Finimize Premium