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Many Happy Returns

Latest episodes

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Mar 13, 2024 • 32min

Sustainable Investing: The End of ESG?

Delving into the decline of ESG investing popularity and exploring the challenges faced by fund managers. Discussing the evolution of ESG terminology and impact investing, alongside the complexities of sustainable investing. Exploring the differences between WTI and Brent Crude, and the significance of oil price benchmarks in the global economy. Understanding contango and backwardation in investment strategies, especially in relation to oil exposure and roll costs.
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Mar 6, 2024 • 36min

9 Things to Do Before the End of the Tax Year

Explore tax-efficient strategies before the UK tax year ends, from maximizing ISAs and pensions to managing investments with Free Trade. Dive into estate management and gifting, navigate international tax laws, and learn about capital gains tax advantages when donating to charities. Discover effective ways to minimize tax liabilities with expert advice on bed and breakfasting transactions.
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Feb 28, 2024 • 37min

The Rise and Rise of Nvidia: AI Breakthrough or Bubble?

The podcast discusses Nvidia's success in the AI sector and its impact on the stock market, exploring their growth from gaming boards to AI chips. It also delves into Nvidia's future strategies for growth, market risks, and the societal impact of AI. Additionally, there is a discussion on AI tools for investing and the 'rule of 40' for software companies.
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Feb 21, 2024 • 41min

UK Recession: Investing During an Economic Downturn

Exploring the impact of recession on investments, wage disparities between US and UK, financial situations of Japan vs UK, global economic status indicators, importance of global diversification, difference between recession and depression, potential triggers for economic downturn
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Feb 14, 2024 • 34min

Schrödinger's Flat: How Big a Problem is Commercial Real Estate?

This podcast explores the problems faced by banks due to losses on property loans, the potential impact of rising interest rates on commercial real estate, and the consequences for bank solvency. It also discusses the distress in the commercial real estate market, negative equity in house investments, and the risks of leveraged losses in property and commercial real estate.
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Feb 7, 2024 • 40min

Are UK Stocks Really a Bargain?

The podcast discusses the underperformance of UK stocks, the decline of the UK stock market, challenges in the UK's tech sector, marketing the UK's strengths, analyzing the valuation of UK stocks, the value trap concept, potential catalysts for the UK stock market, and what happens when a company goes private.
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Jan 31, 2024 • 42min

The Best Free Investing Tools

Learn about the best free investing tools for asset valuation, fund selection, and portfolio modeling. Discover sources like Yahoo Finance and Google Finance, as well as the features of Koifen and its comparison to Bloomberg. Explore the extensive economic data resource, Fred, and analyze the Boglehead's Simba spreadsheet. Dive into the benefits of portfoliocharts.com for personalized investment portfolios and understand the effectiveness of back tests in predicting portfolio performance.
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Jan 24, 2024 • 50min

Weird Portfolios and Wonderful Companies, with Value Stock Geek

The "Weird Portfolio" seeks to sidestep market crashes while still achieving attractive long-term returns. We talk to its creator, Value Stock Geek. We also dig into value investing, and how to find wonderful companies at wonderful prices. Follow Value Stock Geek at securityanalysis.org ---Get in touch 📧 mhr@pensioncraft.com 🎧 many-happy-returns.captivate.fm --- Join PensionCraft 🌐 Become a member at pensioncraft.com ▶️ Subscribe on YouTube ---Disclaimer This podcast is for informational and entertainment purposes and is not financial advice. We do not provide recommendations or endorse any decision to buy, sell or hold any security. We cannot be held responsible for any actions listeners may take and investors are encouraged to seek independent financial advice. Copyright 2023 Many Happy Returns
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Jan 17, 2024 • 39min

10 Things They Don't Tell You About Stocks

Explore underappreciated aspects of stock markets: flaws of price-weighted indices, advantages of market cap weighting, active management vs passive investing, limitations of P.E. ratio, dilution in stocks and foreign exchange fees, optimizing fees and taxes, market cap vs GDP in global index funds, and reliability of market cap vs GDP as an indicator.
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Jan 10, 2024 • 40min

What I learned from talking to 1,000 people about their investments

Since starting PensionCraft, I’ve spoken to more than a thousand people about their finances, helping with their investing goals, strategies, and fears. We discuss common challenges investors face and how they chart the right course. And in today’s Dumb Question of the Week: Why is it so hard to talk about money? ---Get in touch 📧 mhr@pensioncraft.com 🎧 many-happy-returns.captivate.fm --- Join PensionCraft 🌐 Become a member at pensioncraft.com ▶️ Subscribe on YouTube ---Disclaimer This podcast is for informational and entertainment purposes and is not financial advice. We do not provide recommendations or endorse any decision to buy, sell or hold any security. We cannot be held responsible for any actions listeners may take and investors are encouraged to seek independent financial advice. Copyright 2023 Many Happy Returns

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