Algy's Investment Podcast

Kiril Sokoloff, Chairman and founder of 13D Research, dives into the resurgence of nuclear energy and its implications for uranium investments. He discusses the shifting attitudes towards nuclear power and how global policies are reshaping the energy landscape. Sokoloff also highlights Europe's hurdles in achieving net-zero emissions and the potential return to a gold standard amid growing economic challenges. With insights into investment strategies and the interconnectedness of global markets, he offers a thought-provoking look at future opportunities in mining.

Edward Bonham Carter, a veteran with nearly 30 years at Jupiter Asset Management and former CEO, shares his insights on the art of fund management. He discusses the delicate balance of intuition and analysis in investing and the pressing need to inspire more women in finance. Edward humorously reflects on the volatility of the markets and the importance of resilience. He also dives into the diminishing relevance of UK equities, the revolutionary impact of AI, and how current political dynamics shift investment strategies.

Algy's guest this episode is Avinash Vazirani, Investment Manager, Investment Manager of the Indian Equities Strategy at Jupiter Asset Management. Before joining Jupiter, Avinash was Managing Partner of Peninsular Capital Partners LLP, which he founded in 2005. Prior to this, he was CIO (South Asia and Africa) of BNP Paribas Asset Management. He was also CEO of GEM Dolphin Investment Managers from 1994 until its sale in 1997. He began his investment career in 1994.

Algy's guest in this episode is Ken Costa, who served as the Chairman of Lazard from 2007 to 2011.

Algy's guest in this episode is Peter Lawery, Co-Founder of the award winning Jupiter Merlin portfolios. 00:00:00 - Intro00:00:36 - The U.S., Trump, Putin & Ukraine00:05:49 - America's Going Bankrupt?00:08:55 - Elon Musk & DOGE00:12:09 - Trumps Methods to Drive Economic Growth00:13:45 - Trumps Tariffs00:15:41 - The U.S. Deficit00:22:54 - Trumps Plans (incl. Canada & Greenland)00:26:00 - Bond Markets00:26:40 - U.S. Economy vs UK Economy00:28:47 - Concerns on UK Politics and Economy 00:40:38 - Energy Policies (incl. Nuclear, Gas & Coal)00:45:29 - UK State Pension. Is it Safe?00:47:06 - Is Europe a Basket Case?00:50:04 - Is it Worth Owning Gold in Your Portfolio? 00:52:48 - Bitcoin, Gold & Digital Currencies00:57:14 - The Halving of Bitcoin & the Effect01:01:16 - Closing Out & Disclaimer

Former NATO Deputy Supreme Allied Commander Europe Hosted on Acast. See acast.com/privacy for more information.

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In this conversation with Peter Davies, Head of Lansdowne's Developed Market Strategy, he shares insights from his impressive investment career. He discusses the evolution from hedge fund strategies back to long-term client-focused investments. Peter explores the potential of share buybacks and bank performance in a rising interest rate environment. He highlights the innovative contributions of UK universities to economic growth and emphasizes the importance of personal investment philosophies for aspiring finance professionals.

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