Investors' Chronicle

Investors' Chronicle
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Dec 18, 2020 • 39min

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 for Codemasters, and why Avon Rubber's share price has been stopped in its tracks. Hosted on Acast. See acast.com/privacy for more information.
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Dec 16, 2020 • 34min

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 Christmas shopping. Hosted on Acast. See acast.com/privacy for more information.
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Dec 14, 2020 • 21min

Jim Rogers: "I'd rather be here than there"

This week our guest is the American investor, former fund manager and financial commentator Jim Rogers. A noted China and commodities bull, he moved to Singapore in 2007 so he and his family could be in Asia and closer to what he and many others argue is the economic heart of the world. Hosted on Acast. See acast.com/privacy for more information.
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Dec 11, 2020 • 47min

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 companies well. Hosted on Acast. See acast.com/privacy for more information.
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Dec 9, 2020 • 29min

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 the jab in Coventry Hospital in front of the world’s media and declared “if I can have it at 90, you can have it too.” Hosted on Acast. See acast.com/privacy for more information.
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Dec 7, 2020 • 32min

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 bucked this trend and now expect better news. Keith Ashworth-Lord, who runs the hugely successful CFP SDL UK Buffettology fund, has generated strong returns despite the difficulties of the market. He remains an evangelist for UK stocks, describes the current pessimism on the market, especially small caps, as “an absolute load of trash” Hosted on Acast. See acast.com/privacy for more information.
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Dec 4, 2020 • 33min

Alpha Podcast: Quality control

On this week's IC Alpha podcast James Norrington and Phil Oakley discuss whether three highly-rated UK shares - the London Stock Exchange, AJ Bell and Avon Rubber - can live up to their quality ratings. Hosted on Acast. See acast.com/privacy for more information.
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Dec 3, 2020 • 31min

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 fronts a campaign that, according to its website, has persuaded financial institutions with as much as $11tn in assets under management to join its global movement calling for a tobacco-free world. Hosted on Acast. See acast.com/privacy for more information.
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Dec 2, 2020 • 43min

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. It’s come a long way in its half a century lifespan. Hosted on Acast. See acast.com/privacy for more information.
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Nov 27, 2020 • 47min

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 in the UK is becoming ever more difficult, whether Future's bid for GoCo makes sense, and why AO World might keep delivering. Hosted on Acast. See acast.com/privacy for more information.

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