Money Maze Podcast

This podcast highlights the first season's episodes and guests, including discussions on alternative assets, branding & consumer behavior, geographical and sector considerations, high profile acquisitions like CD&R's £7bn takeover of Morrisons and Permira's £300m buyout of Dr. Martens. The upcoming season 2 of Private Markets is introduced. The chapters explore topics such as successful investments in private markets, growth of alternative assets supported by Peters Hill Partners, structural changes in private markets, opportunities for private equity investment in European capital markets, sponsors Bremont and Gain, emotional connection in building strong brands, and the private equity market in India and its growth potential.

We last spoke about gold on the show 3 years ago, with Evy Hambro, who runs the BlackRock natural resources team. The discussion highlighted that paper currencies have a 100% track record of losing purchasing power, whereas gold has a 100% record of permanence. In this conversation, we ask Randy Smallwood to address several important issues around gold. His perspectives on supply and demand, lessons from history, current central bank actions and why he recently observed that “gold is in a perfect position right now”. We then discuss currency debasement, gold’s role in portfolios, and how to own and access it, as well as the potential for tokenisation. Randy then discusses the investment parameters around mining stocks and how streaming companies such as Wheaton Precious Metals where he is CEO, offer a different way of investing in the gold universe. Sign up to our newsletter for more in-depth insights | Follow us on LinkedIn The Money Maze Podcast is kindly sponsored by Schroders,  Bremont Watches, and LiveTrade. We’re also pleased to be highlighting & supporting GAIN as our 2023 Charitable Partner. 

In the third and final episode of our 'July With Jen Series', guest hosted by Jen Prosek, we welcome Mike Pompeo onto the show. Mike is the only man to ever have served as both the US Secretary of State (2018-21) and CIA Director (2017-18). In this episode, Mike and Jen have a riveting conversation, discussing a range of key geopolitical topics, such as; US-China relations, what to expect from the Ukraine/Russia conflict in light of the recent mutiny, and his hopes for the future of the United States. He goes on to defend the recent history of US interventionism in the Middle East  - suggesting that it was underpinned by just intentions - before explaining how his experience in business prior to politics helped him truly understand the USA's unique economic advantages. In addition, Mike discusses how his faith has impacted his outlook on the world, why he preferred working as Director of the CIA over being the Secretary of State under Trump, and how the US media should focus on policy - not just personalities - in its election coverage.  Sign up to our newsletter for more in-depth insights | Follow us on LinkedIn The Money Maze Podcast is kindly sponsored by Schroders,  Bremont Watches, and LiveTrade. We’re also pleased to be highlighting & supporting GAIN as our 2023 Charitable Partner. 

Billionaire investor Thomas Tull & Palantir Co-Founder Joe Lonsdale discuss emerging technologies, AI, synthetic biology, the rise of China, COVID-19 impact, and the collaboration between private and public sectors for innovation in an episode of 'The Money Maze Podcast'.

In this episode, we welcome Lynn Martin, the second woman in history to run the New York Stock Exchange (NYSE).  The session is moderated by Jen Prosek, Founder of Prosek Partners, who is kindly guest hosting the podcast this month. Lynn enlightens Jen on her experience as the 68th President of the NYSE, and her navigation of an often-male dominated field.  The two also discuss the IPO market, what makes a company ready for public markets, ESG, and board diversity. Lynn also offers insights into emerging technologies, AI, and the importance of creating accessible courses for young girls.  We are proud to have Lynn as a guest on the show, discussing the importance of creating opportunities for young women to break into and grow within male dominated fields. The Money Maze Podcast is also now in partnership with, and supporting GAIN - Girls Are Investors, as our 2023 Charitable Partners!  Sign up to our newsletter for more in-depth insights | Follow us on LinkedIn The Money Maze Podcast is kindly sponsored by Schroders,  Bremont Watches, and LiveTrade. 

Oscar Wilde defined a cynic as someone who knew the price of everything, and the value of nothing. In today’s episode, we discuss value investing with David Einhorn, Founder and President of Greenlight Capital.  David talks about the irreparable damage caused to the value investment industry, passive investing, returns, and bonds trading. He also discusses index and short investments, as well as undervalued products.  This episode is an excerpt from the session recorded at the London Value Investor Conference in May. Many thanks to the LVIC team for allowing us to share this content for free! Find out more about their upcoming sister conference, the Quality Growth Investor Conference, here.  Sign up to our newsletter for more in-depth insights | Follow us on LinkedIn The Money Maze Podcast is kindly sponsored by Schroders,  Bremont Watches, and LiveTrade. We’re pleased to also be supporting GAIN as our 2023 Charitable Partner!

General Sir Nick Carter, former Chief of the Defence Staff returns for a short discussion on the Ukraine War. He addresses the current situation from a military perspective, political interpretations, and gives further strategic insights.  He then also discusses his predictions for how the war may end, and the impact recent events could have on Putin’s waning support and reputation. Finally, General Carter offers us a concise assessment of the US-China relations, as well as the rapid re-ordering of Middle Eastern politics. Sign up to our newsletter for more in-depth insights | Follow us on LinkedIn The Money Maze Podcast is kindly sponsored by Schroders,  Bremont Watches, and LiveTrade. We’re also pleased to be highlighting & supporting GAIN as our 2023 Charitable Partner.

The late Steve Jobs of Apple said “I think the biggest innovation of the 21st century will be at the intersection of biology and technology, a new era is beginning”. If you want see how biotech can change the world of health, whilst potentially being capable of creating extraordinary value for investors, there are few better places to look than Amgen, one of the world’s leading independent biotech companies. With a market capitalisation of approximately $130bn, Amgen has been an extraordinary success story.  In this conversation Bob discusses the big areas of medical need, from cardiovascular problems which continue to make it the world’s greatest killer, through to genetics, obesity, osteoporosis, and cancers.  Bob discusses timelines and priorities, the use of AI in accelerating drug development, biologics, facing setbacks on the road to approvals, and the challenge of running a company which has a presence in over 100 countries. Sign up to our newsletter for more in-depth insights | Follow us on LinkedIn The Money Maze Podcast is kindly sponsored by Schroders,  Bremont Watches, LiveTrade and Mintus.

In a wide-ranging episode we have the opportunity to hear from Ben Goldsmith, a seasoned investor, with a particular focus on environmental opportunities, discussing how his passion in this field has led him to engage on a number of fronts. Ben explains his activities, which span from running a UK listed investment trust and its focus on the efficient use of energy and resources, to having advised the government on the replacement to the EU’s C.A.P agricultural policy. From there he discusses being appointed as a Trustee on Sir Chris Hohn’s CIFF board, through to his rewilding initiative with Peter Davies of Lansdowne. Energised, enthusiastic and seeing great investment opportunities, this is a fascinating conversation! Sign up to our newsletter for more in-depth insights | Follow us on LinkedIn The Money Maze Podcast is kindly sponsored by Schroders,  Bremont Watches, LiveTrade and Mintus.

Former Chairman of Christie's and Partner in LGDR, Brett Gorvy, discusses the demand and supply factors driving the growth and prices in the art market. He explores the challenges faced by major auction houses, the role of technology in changing behaviors, the significance of art fairs, and the timing of art buyers. The podcast also delves into the impact of NFTs on the art market, the coexistence of auction houses with the private market, and the emotional aspect of buying art.