The Modern Investor

Episodi

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  Research Drops: Is Anthropic Really Worth $2 Trillion? 15.09.2026 6min

  Anthropic is preparing for what could become the biggest IPO in history, with a rumoured valuation of around $2 trillion. The question for investors is whether the business can actually grow into a price tag that large. In today's episode, we’re sharing another preview of Research Drops – investment research normally available exclusively to Finimize Pro members. Finimize analyst Russell Burns looks at the bull case for Anthropic: its extraordinary growth, the scale of its infrastructur...
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  Market Open: Could Bond Yields Pop The AI Bubble? 08.09.2026 32min

  Bond yields are climbing to levels not seen in decades. That matters well beyond the bond market – particularly when so much of the US economy is riding on an AI investment boom. This week on Market Open, Finimize CEO Carl Hazeley joins Reda to unpack what’s driving the sell-off in government bonds, why inflation and mounting debt are making investors nervous, and how higher borrowing costs could put pressure on the AI trade. Try Finimize Pro
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  Market Open: Is Nvidia…Too Cheap? And America's $40 Trillion Problem 02.09.2026 24min

  Nvidia just delivered another huge quarter, with revenue growth expected to accelerate next year. Yet after everything that’s happened to the stock, its valuation is starting to look surprisingly modest. This week on Market Open, Reda and Russ digest Nvidia’s latest numbers, and discuss whether some of its biggest beneficiaries might actually be cheap. They also turn to America’s growing debt problem. With US national debt now above $40 trillion and borrowing costs rising, why is fixing it so...
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  Research Drops: Finding The Winners In China’s AI Race 31.08.2026 5min

  China is spending roughly one dollar on AI for every eight spent by America. But for investors, having less money to spend doesn’t necessarily mean fewer opportunities. In the second week of our summer hiatus, we’re giving you another preview of Research Drops – investment research normally available exclusively to Finimize Pro members. Finimize analyst Theodora Lee Joseph looks beyond China’s biggest tech names to follow where the country’s AI spending is actually going…and where the winners...
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  Research Drops: How To Get Better At Being Wrong In Investing 24.08.2026 7min

  The best investors aren’t always the ones making the smartest calls. Sometimes, they’re simply the ones making fewer costly mistakes. Today we’re doing something a little different: giving you a taste of Research Drops - investment research normally available exclusively to Finimize Pro members. Inspired by Barry Ritholtz’s How Not To Invest, our Head of Content Reda Farran looks at the bad ideas, bad numbers, and bad behaviors that can quietly derail a portfolio - and why accepting that you’...
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  Market Open: AI Might Be Propping Up the US Economy 18.08.2026 29min

  For years, the American consumer has been the reliable engine of the US economy. Right now, though, some of the most important spending is happening somewhere else entirely. In this week's episode of Market Open, Reda and Russ chew through the vast sums flowing into data centers and compute, why Wall Street is finding new ways to finance it, and how long today's extraordinary demand can continue. Plus, why Europe is starting to look like an interesting diversification play if the tech trade t...
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  Market Open: What Really Caused the AI Sell-Off? 05.08.2026 25min

  Markets rebounded quickly last week. But beneath the recovery are some bigger questions about leverage, valuations, and where the AI trade goes next. This week on Market Open, Reda and Russ unpack what's really driven the recent sell-off - from a highly leveraged hedge fund to renewed questions around AI spending and market valuations. Plus, they run through the latest Big Tech earnings, why bond markets are questioning the Fed, and what Japan's currency intervention could mean for investors....
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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....