Why Invest?

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 underinvestment is setting the stage for a major bull cycle, how capital flows shape resource markets, and what investors often get wrong about oil, gold, uranium and copper.The value of investments and any income from them can fall as well as rise and neither is guaranteed. Investors may not get back the capital they invested. Past performance is not indicative of future performance. The material is provided for informational purposes only. No news or research item is a personal recommendation to trade. Tax treatment depends on the individual circumstances of each client and may be subject to change in the future. Nothing contained herein constitutes investment, legal, tax or other advice.The views and opinions expressed are the views of W1M Wealth Management Limited and are subject to change based on market and other conditions. The information provided does not constitute investment advice and it should not be relied on as such.It should not be considered a solicitation to buy or an offer to sell a security. All material(s) have been obtained from sources believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information.Copyright © W1M Wealth Management Limited. W1M Wealth Management Limited is authorised and regulated by both by the Financial Conduct Authority of 12 Endeavour Square, London E20 1JN, with firm reference number 120776 and the U.S. Securities and Exchange Commission of 100 F Street, NE Washington, DC 20549, with firm reference number 801-63787. Registered in England and Wales, Company Number 02080604.Copyright © Waverton Investment Management. Registered Office: 16 Babmaes Street, London, SW1Y 6AH. Authorised and Regulated by the Financial Conduct Authority. Registered in England No 2042285.Copyright © London and Capital Asset Management Limited. London and Capital Asset Management Limited is authorised and regulated by the Financial Conduct Authority of 12 Endeavour Square, London E20 1JN, with firm reference number 143286. Registered in England and Wales, Company Number 02112588.London and Capital Wealth Management Europe A.V., S.A. registered with the Commercial Registry of Barcelona at Volume 48048, Sheet 215, Page B-570650 and with Tax Identification Number (NIF) A16860488, authorised and supervised by the Comisión Nacional del Mercado de Valores (“CNMV”), and registered at CNMV’s register under number 307 (https://www.cnmv.es/portal/home.aspx). Hosted on Acast. See acast.com/privacy for more information.

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 innovation to energy policy, UK market opportunities, and China’s economic outlook. With his signature wit and clarity, Will explains how to think about modern markets in practical, real-world terms. It’s an engaging discussion that challenges convention and offers fresh insights for anyone looking to invest with more confidence and common sense.The value of investments and any income from them can fall as well as rise and neither is guaranteed. Investors may not get back the capital they invested. Past performance is not indicative of future performance. The material is provided for informational purposes only. No news or research item is a personal recommendation to trade. Tax treatment depends on the individual circumstances of each client and may be subject to change in the future. Nothing contained herein constitutes investment, legal, tax or other advice.The views and opinions expressed are the views of W1M Wealth Management Limited and are subject to change based on market and other conditions. The information provided does not constitute investment advice and it should not be relied on as such.It should not be considered a solicitation to buy or an offer to sell a security. All material(s) have been obtained from sources believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information.Copyright © W1M Wealth Management Limited. W1M Wealth Management Limited is authorised and regulated by both by the Financial Conduct Authority of 12 Endeavour Square, London E20 1JN, with firm reference number 120776 and the U.S. Securities and Exchange Commission of 100 F Street, NE Washington, DC 20549, with firm reference number 801-63787. Registered in England and Wales, Company Number 02080604.Copyright © Waverton Investment Management. Registered Office: 16 Babmaes Street, London, SW1Y 6AH. Authorised and Regulated by the Financial Conduct Authority. Registered in England No 2042285.Copyright © London and Capital Asset Management Limited. London and Capital Asset Management Limited is authorised and regulated by the Financial Conduct Authority of 12 Endeavour Square, London E20 1JN, with firm reference number 143286. Registered in England and Wales, Company Number 02112588.London and Capital Wealth Management Europe A.V., S.A. registered with the Commercial Registry of Barcelona at Volume 48048, Sheet 215, Page B-570650 and with Tax Identification Number (NIF) A16860488, authorised and supervised by the Comisión Nacional del Mercado de Valores (“CNMV”), and registered at CNMV’s register under number 307 (https://www.cnmv.es/portal/home.aspx).  Hosted on Acast. See acast.com/privacy for more information.

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 opportunities in China’s evolving, innovation-led economy.The value of investments and any income from them can fall as well as rise and neither is guaranteed. Investors may not get back the capital they invested. Past performance is not indicative of future performance. The material is provided for informational purposes only. No news or research item is a personal recommendation to trade. Tax treatment depends on the individual circumstances of each client and may be subject to change in the future. Nothing contained herein constitutes investment, legal, tax or other advice.The views and opinions expressed are the views of W1M Wealth Management Limited and are subject to change based on market and other conditions. The information provided does not constitute investment advice and it should not be relied on as such.It should not be considered a solicitation to buy or an offer to sell a security. All material(s) have been obtained from sources believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information.Copyright © W1M Wealth Management Limited. W1M Wealth Management Limited is authorised and regulated by both by the Financial Conduct Authority of 12 Endeavour Square, London E20 1JN, with firm reference number 120776 and the U.S. Securities and Exchange Commission of 100 F Street, NE Washington, DC 20549, with firm reference number 801-63787. Registered in England and Wales, Company Number 02080604.Copyright © Waverton Investment Management. Registered Office: 16 Babmaes Street, London, SW1Y 6AH. Authorised and Regulated by the Financial Conduct Authority. Registered in England No 2042285.Copyright © London and Capital Asset Management Limited. London and Capital Asset Management Limited is authorised and regulated by the Financial Conduct Authority of 12 Endeavour Square, London E20 1JN, with firm reference number 143286. Registered in England and Wales, Company Number 02112588.London and Capital Wealth Management Europe A.V., S.A. registered with the Commercial Registry of Barcelona at Volume 48048, Sheet 215, Page B-570650 and with Tax Identification Number (NIF) A16860488, authorised and supervised by the Comisión Nacional del Mercado de Valores (“CNMV”), and registered at CNMV’s register under number 307 (https://www.cnmv.es/portal/home.aspx). Hosted on Acast. See acast.com/privacy for more information.

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 income from them can fall as well as rise and neither is guaranteed. Investors may not get back the capital they invested. Past performance is not indicative of future performance. The material is provided for informational purposes only. No news or research item is a personal recommendation to trade. Tax treatment depends on the individual circumstances of each client and may be subject to change in the future. Nothing contained herein constitutes investment, legal, tax or other advice.The views and opinions expressed are the views of W1M Wealth Management Limited and are subject to change based on market and other conditions. The information provided does not constitute investment advice and it should not be relied on as such.It should not be considered a solicitation to buy or an offer to sell a security. All material(s) have been obtained from sources believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information.Copyright © W1M Wealth Management Limited. W1M Wealth Management Limited is authorised and regulated by both by the Financial Conduct Authority of 12 Endeavour Square, London E20 1JN, with firm reference number 120776 and the U.S. Securities and Exchange Commission of 100 F Street, NE Washington, DC 20549, with firm reference number 801-63787. Registered in England and Wales, Company Number 02080604.Copyright © Waverton Investment Management. Registered Office: 16 Babmaes Street, London, SW1Y 6AH. Authorised and Regulated by the Financial Conduct Authority. Registered in England No 2042285.Copyright © London and Capital Asset Management Limited. London and Capital Asset Management Limited is authorised and regulated by the Financial Conduct Authority of 12 Endeavour Square, London E20 1JN, with firm reference number 143286. Registered in England and Wales, Company Number 02112588.London and Capital Wealth Management Europe A.V., S.A. registered with the Commercial Registry of Barcelona at Volume 48048, Sheet 215, Page B-570650 and with Tax Identification Number (NIF) A16860488, authorised and supervised by the Comisión Nacional del Mercado de Valores (“CNMV”), and registered at CNMV’s register under number 307 (https://www.cnmv.es/portal/home.aspx). Hosted on Acast. See acast.com/privacy for more information.

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 income from them can fall as well as rise and neither is guaranteed. Investors may not get back the capital they invested. Past performance is not indicative of future performance. The material is provided for informational purposes only. No news or research item is a personal recommendation to trade. Tax treatment depends on the individual circumstances of each client and may be subject to change in the future. Nothing contained herein constitutes investment, legal, tax or other advice.The views and opinions expressed are the views of W1M Wealth Management Limited and are subject to change based on market and other conditions. The information provided does not constitute investment advice and it should not be relied on as such.It should not be considered a solicitation to buy or an offer to sell a security. All material(s) have been obtained from sources believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information.Copyright © W1M Wealth Management Limited. W1M Wealth Management Limited is authorised and regulated by both by the Financial Conduct Authority of 12 Endeavour Square, London E20 1JN, with firm reference number 120776 and the U.S. Securities and Exchange Commission of 100 F Street, NE Washington, DC 20549, with firm reference number 801-63787. Registered in England and Wales, Company Number 02080604.Copyright © Waverton Investment Management. Registered Office: 16 Babmaes Street, London, SW1Y 6AH. Authorised and Regulated by the Financial Conduct Authority. Registered in England No 2042285.Copyright © London and Capital Asset Management Limited. London and Capital Asset Management Limited is authorised and regulated by the Financial Conduct Authority of 12 Endeavour Square, London E20 1JN, with firm reference number 143286. Registered in England and Wales, Company Number 02112588.London and Capital Wealth Management Europe A.V., S.A. registered with the Commercial Registry of Barcelona at Volume 48048, Sheet 215, Page B-570650 and with Tax Identification Number (NIF) A16860488, authorised and supervised by the Comisión Nacional del Mercado de Valores (“CNMV”), and registered at CNMV’s register under number 307 (https://www.cnmv.es/portal/home.aspx).  Hosted on Acast. See acast.com/privacy for more information.

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.The value of investments and any income from them can fall as well as rise and neither is guaranteed. Investors may not get back the capital they invested. Past performance is not indicative of future performance. The material is provided for informational purposes only. No news or research item is a personal recommendation to trade. Tax treatment depends on the individual circumstances of each client and may be subject to change in the future. Nothing contained herein constitutes investment, legal, tax or other advice.The views and opinions expressed are the views of W1M Wealth Management Limited and are subject to change based on market and other conditions. The information provided does not constitute investment advice and it should not be relied on as such.It should not be considered a solicitation to buy or an offer to sell a security. All material(s) have been obtained from sources believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information.Copyright © W1M Wealth Management Limited. W1M Wealth Management Limited is authorised and regulated by both by the Financial Conduct Authority of 12 Endeavour Square, London E20 1JN, with firm reference number 120776 and the U.S. Securities and Exchange Commission of 100 F Street, NE Washington, DC 20549, with firm reference number 801-63787. Registered in England and Wales, Company Number 02080604.Copyright © Waverton Investment Management. Registered Office: 16 Babmaes Street, London, SW1Y 6AH. Authorised and Regulated by the Financial Conduct Authority. Registered in England No 2042285.Copyright © London and Capital Asset Management Limited. London and Capital Asset Management Limited is authorised and regulated by the Financial Conduct Authority of 12 Endeavour Square, London E20 1JN, with firm reference number 143286. Registered in England and Wales, Company Number 02112588.London and Capital Wealth Management Europe A.V., S.A. registered with the Commercial Registry of Barcelona at Volume 48048, Sheet 215, Page B-570650 and with Tax Identification Number (NIF) A16860488, authorised and supervised by the Comisión Nacional del Mercado de Valores (“CNMV”), and registered at CNMV’s register under number 307 (https://www.cnmv.es/portal/home.aspx).  Hosted on Acast. See acast.com/privacy for more information.

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.The value of investments and any income from them can fall as well as rise and neither is guaranteed. Investors may not get back the capital they invested. Past performance is not indicative of future performance. The material is provided for informational purposes only. No news or research item is a personal recommendation to trade. Tax treatment depends on the individual circumstances of each client and may be subject to change in the future. Nothing contained herein constitutes investment, legal, tax or other advice.The views and opinions expressed are the views of W1M Wealth Management Limited and are subject to change based on market and other conditions. The information provided does not constitute investment advice and it should not be relied on as such.It should not be considered a solicitation to buy or an offer to sell a security. All material(s) have been obtained from sources believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information.Copyright © W1M Wealth Management Limited. W1M Wealth Management Limited is authorised and regulated by both by the Financial Conduct Authority of 12 Endeavour Square, London E20 1JN, with firm reference number 120776 and the U.S. Securities and Exchange Commission of 100 F Street, NE Washington, DC 20549, with firm reference number 801-63787. Registered in England and Wales, Company Number 02080604.Copyright © Waverton Investment Management. Registered Office: 16 Babmaes Street, London, SW1Y 6AH. Authorised and Regulated by the Financial Conduct Authority. Registered in England No 2042285.Copyright © London and Capital Asset Management Limited. London and Capital Asset Management Limited is authorised and regulated by the Financial Conduct Authority of 12 Endeavour Square, London E20 1JN, with firm reference number 143286. Registered in England and Wales, Company Number 02112588.London and Capital Wealth Management Europe A.V., S.A. registered with the Commercial Registry of Barcelona at Volume 48048, Sheet 215, Page B-570650 and with Tax Identification Number (NIF) A16860488, authorised and supervised by the Comisión Nacional del Mercado de Valores (“CNMV”), and registered at CNMV’s register under number 307 (https://www.cnmv.es/portal/home.aspx).  Hosted on Acast. See acast.com/privacy for more information.

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 investments and any income from them can fall as well as rise and neither is guaranteed. Investors may not get back the capital they invested. Past performance is not indicative of future performance. The material is provided for informational purposes only. No news or research item is a personal recommendation to trade. Tax treatment depends on the individual circumstances of each client and may be subject to change in the future. Nothing contained herein constitutes investment, legal, tax or other advice.The views and opinions expressed are the views of W1M Wealth Management Limited and are subject to change based on market and other conditions. The information provided does not constitute investment advice and it should not be relied on as such.It should not be considered a solicitation to buy or an offer to sell a security. All material(s) have been obtained from sources believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information.Copyright © W1M Wealth Management Limited. W1M Wealth Management Limited is authorised and regulated by both by the Financial Conduct Authority of 12 Endeavour Square, London E20 1JN, with firm reference number 120776 and the U.S. Securities and Exchange Commission of 100 F Street, NE Washington, DC 20549, with firm reference number 801-63787. Registered in England and Wales, Company Number 02080604.Copyright © Waverton Investment Management. Registered Office: 16 Babmaes Street, London, SW1Y 6AH. Authorised and Regulated by the Financial Conduct Authority. Registered in England No 2042285.Copyright © London and Capital Asset Management Limited. London and Capital Asset Management Limited is authorised and regulated by the Financial Conduct Authority of 12 Endeavour Square, London E20 1JN, with firm reference number 143286. Registered in England and Wales, Company Number 02112588.London and Capital Wealth Management Europe A.V., S.A. registered with the Commercial Registry of Barcelona at Volume 48048, Sheet 215, Page B-570650 and with Tax Identification Number (NIF) A16860488, authorised and supervised by the Comisión Nacional del Mercado de Valores (“CNMV”), and registered at CNMV’s register under number 307 (https://www.cnmv.es/portal/home.aspx). Hosted on Acast. See acast.com/privacy for more information.

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 wraps up with each manager’s top long-term investment idea, offering a fast but thought-provoking snapshot of where they see the biggest opportunities ahead.The value of investments and any income from them can fall as well as rise and neither is guaranteed. Investors may not get back the capital they invested. Past performance is not indicative of future performance. The material is provided for informational purposes only. No news or research item is a personal recommendation to trade. Tax treatment depends on the individual circumstances of each client and may be subject to change in the future. Nothing contained herein constitutes investment, legal, tax or other advice.The views and opinions expressed are the views of W1M Wealth Management Limited and are subject to change based on market and other conditions. The information provided does not constitute investment advice and it should not be relied on as such.It should not be considered a solicitation to buy or an offer to sell a security. All material(s) have been obtained from sources believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information.Copyright © W1M Wealth Management Limited. W1M Wealth Management Limited is authorised and regulated by both by the Financial Conduct Authority of 12 Endeavour Square, London E20 1JN, with firm reference number 120776 and the U.S. Securities and Exchange Commission of 100 F Street, NE Washington, DC 20549, with firm reference number 801-63787. Registered in England and Wales, Company Number 02080604.Copyright © Waverton Investment Management. Registered Office: 16 Babmaes Street, London, SW1Y 6AH. Authorised and Regulated by the Financial Conduct Authority. Registered in England No 2042285.Copyright © London and Capital Asset Management Limited. London and Capital Asset Management Limited is authorised and regulated by the Financial Conduct Authority of 12 Endeavour Square, London E20 1JN, with firm reference number 143286. Registered in England and Wales, Company Number 02112588.London and Capital Wealth Management Europe A.V., S.A. registered with the Commercial Registry of Barcelona at Volume 48048, Sheet 215, Page B-570650 and with Tax Identification Number (NIF) A16860488, authorised and supervised by the Comisión Nacional del Mercado de Valores (“CNMV”), and registered at CNMV’s register under number 307 (https://www.cnmv.es/portal/home.aspx).   Hosted on Acast. See acast.com/privacy for more information.

James Mee and Matthew Parkinson from W1M's multi-asset team dive into the intricacies of today's financial landscape. They discuss how liquidity drives market movements, challenging traditional views of earnings. The duo emphasizes the importance of non-consensus thinking for investment success and debates the lasting impacts of inflation and tariffs. They also explore the potential risks of AI-driven market concentration. With insights on industrial supply chains and their five-year investment picks—gold and uranium—the conversation is both informative and compelling.