The Modern Investor

Épisodes

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  Why The Best Companies Stay Private, w/ Ben Black, Founder & CIO Of Powerlaw Corp 22.07.2026 22min

  Some of the world's most valuable companies are staying private for longer than ever. So by the time they reach the stock market, have everyday investors already missed the biggest opportunity? In today's episode, Reda's joined by Ben Black, Co-founder of Akkadian Ventures and CIO of Powerlaw Corp, to get to brass tacks about how private markets are changing, and what that means for the average investor. Ben also breaks down the different ways investors can gain exposure to private comp...
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  Market Open: AI's Biggest Winners Could Be Changing 15.07.2026 26min

  Is the AI trade entering a new phase? In this week's episode of Market Open, Reda and Russell unpack another eventful week for markets. They discuss SK Hynix's record-breaking US listing, why some investors are starting to question whether AI stocks have run too far, and what the latest moves in memory chips could mean for the companies building the next generation of AI. In this episode: Why AI investors may need to rethink the winnersSK Hynix's blockbuster US listingThe growing pressure on ...
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  Market Open: The Inflation Problem Isn't Over 30.06.2026 29min

  Inflation may have slipped from the headlines, but is it really behind us? This week on Market Open, Reda and Russell explore why inflation could prove more persistent than investors expect - even before this year's Middle East conflict. They also turn to one of the biggest shifts happening inside the AI boom: why memory chip makers are gaining pricing power, what it means for the hyperscalers pouring billions into AI infrastructure. Plus: South Korea's volatile week, the latest on AI s...
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  Market Open: Is Everything Becoming an AI Trade? 24.06.2026 29min

  Introducing Market Open: a new weekly show from The Modern Investor. Each week, Finimize analysts Reda Farran and Russell Burns chew over the biggest stories in markets, what they mean for investors, and what they're watching in the week ahead. In todays episode.... Why AI is increasingly driving every corner of financial marketsSpaceX's latest AI deals and what they mean for the companySouth Korea's push for MSCI developed-market statusThe outlook for inflation, rates, and the global e...
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  Is Crypto A Safe Haven? w/ Chris Bendiksen, Bitcoin Research Lead (Coinshares) 04.06.2026 32min

  Is Bitcoin digital gold, a risk asset, or something entirely different? In the first episode of The Modern Investor Podcast, Finimize CEO Carl Hazeley sits down with Chris Bendiksen, Head of Bitcoin Research at CoinShares, to unpack one of the most debated assets in modern investing. They discuss Bitcoin's fundamentals, whether it can act as a safe haven during periods of market turbulence, as well as Chris's outlook on Bitcoin's long-term future. Try Finimize Pro
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  2024’s Lessons & 2025’s Biggest Opportunities: Finimize Analyst Roundtable 24.12.2024 24min

  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 Pro Subscribe to the Finimize Newsletter: https://finimize.com/
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  Generation: Margaret Jobling (Natwest) | Marketing That Actually Drives Revenue 30.10.2024 37min

  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 f...
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  Generation: Nils Leonard (Uncommon) | Building Brands People Actually Wish Existed 10.10.2024 46min

  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...
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  Blue Whale Growth Fund’s Stephen Yiu Reveals Why He’s Buying Nvidia And Selling Microsoft 01.10.2024 42min

  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:/...
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  Generation: The Secrets Behind Great Product Leadership, With Adam Nash (Wealthfront, Daffy, Linkedin, Dropbox) 26.09.2024 47min

  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...
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  Generation: Ex-UBS CMO Johan Jervøe: Why Your Brand Needs Emotion To Truly Build Trust 12.09.2024 41min

  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/1TVySdLKsSxmyp0sBmOcNrg2b9knn Check out our daily ...
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  Personal Finance Roundtable: Finimize Analysts, On Smart Money Moves For 2024 10.09.2024 17min

  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: h...
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  The Man Who's Tracked Warren Buffett For 40 Years, On The Real Reason Behind His Big Stock Sell-Off 03.09.2024 23min

  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....
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  Generation: Inside iShares' $2 Trillion Growth: Ex-BlackRock's Alex Craddock's CMO Masterclass 29.08.2024 41min

  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...
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  Special Announcement - The Finimize Daily Brief: Subscribe To Our Sister Show! 24.08.2024

  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.
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  Sree Kochugovindan, Senior Economist At Abrdn, On 2024’s Cruel Summer 13.08.2024 35min

  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 elect...
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  The Finimize Analysts Spill Their Midyear Investing Views 06.08.2024 17min

  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: h...
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  The US Created Fewer Jobs Than Expected, And Nvidia Rival Cerebras Filed For An IPO 03.08.2024 5min

  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
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  Apple Reported Record Revenues, Amazon's Stock Tumbled, And The Bank Of England Cut Interest Rates 02.08.2024 5min

  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
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  The Finimize Daily Brief: Meta Reported Stronger Than Expected Sales, And The Bank Of Japan Raised Its Benchmark Interest Rate 01.08.2024 4min

  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