Talking Heads - Our 2024 Thematics Barometer| Listen on Anghami

Aug 6

Talking Heads – Setting a course for investing in the rest of 2025

With the second half of the year now well underway, what are the prospects for the major economies and financial markets as tariffs remain very much in the headlines? On our podcast, Chief Market Strategist Daniel Morris tells Andrew Craig, Co-head of the Investment Insight Centr ... Show More

8m 59s

Jul 29

Talking Heads – Combining asset ownership and stewardship

Voting and engagement matter for any long-term investor. While fewer environmental and social proposals have been voted on, they still obtain widespread support.For more insights, visit Viewpoint: https://viewpoint.bnpparibas-am.com/Download the Viewpoint app: https://onelink.to/ ... Show More

7m 25s

Jul 22

Talking Heads – What next with digital assets such as tokenised securities?

When it comes to digital assets, attention often centres on cryptocurrencies, but for an asset manager, digitalisation opens up a wider field of opportunities. On our podcast, Stefan Brinaru, Head of Digital Assets, tells Chief Market Strategist Daniel Morris that the advantages ... Show More

6 m

Dec 2023

#190 Top Investment Stories of 2023: A Stock Club Recap

Dive into 2023’s most insightful conversations on investing and personal finance with the "Stock Club" podcast's special year-end episode. Relive the top highlights featuring industry experts like Michael Lucas, James Early, Derek Riley, and acclaimed author Brian Ferroldi as th ... Show More

32m 56s

Jan 2025

Mike Maples on 100-Baggers, David Swensen & the AI Revolution | #568

Today’s guest is Mike Maples Jr. a partner at Floodgate, a pre-seed and seed-stage venture capital firm that’s invested in companies like Twitter, Lyft, Twitch, Okta. He’s also the author of Pattern Breakers: Why Some Start-Ups Change the Future. In today’s episode, Mike shares h ... Show More

1h 11m

Feb 2025

Brian Jacobs on Bond Myths, Tax Strategies, Home-Ownership and Dynamic Investment Strategies for Today's Market | Aptus Capital Advisors | #569

Today’s guest is Brian Jacobs, Portfolio Manager and Investment Strategist with Aptus Capital Advisors. In today’s episode, Brian and I talk about some investing truisms, including the CAPE ratio, home ownership, the ideal bond allocation, tax-efficient strategies and more. We al ... Show More

1h 3m

Aug 18

The Biggest Risk Investors Face Today

Today on The Long View, we’re featuring an episode from another Morningstar podcast, The Morning Filter, which you can subscribe to on Apple podcasts or wherever you get your podcasts.Usually, Susan Dziubinski sits down every Monday morning with Morningstar’s chief U.S. market st ... Show More

39m 16s

Jul 2

The mindset of a contrarian investor – Anthony Bolton

How can investors profit by going against the crowd? Nicolai Tangen sits down with legendary contrarian investor Anthony Bolton to discuss the art of thinking differently in financial markets. Drawing from his remarkable tenure at Fidelity, Bolton explains why popularity is risk ... Show More

38 m

Nov 2024

TIP674: Outperforming the Market, Managing Risk, & Market Inefficiencies w/ Andrew Brenton

On today’s episode, Clay is joined by Andrew Brenton to discuss his biggest investment lessons from beating the market over the past 25 years.Andrew Brenton is the CEO and co-founder of Turtle Creek Asset Management. Since its inception in 1998, Turtle Creek has achieved an avera ... Show More

1h 11m

Oct 2024

222. Investor perspective: A conversation with BlackRock’s Sandy Boss

This week, Sandy Boss, Senior Managing Director at global investment firm BlackRock and Chair of BlackRock UK, joins us on the podcast. In a conversation with Michael Birshan, a senior partner and the global coleader of our Strategy & Corporate Finance Practice, Sandy shares her ... Show More

15m 38s

Mar 2025

US small caps: looking beyond the near-term uncertainties

After rising in the wake of the US election, valuations of US small-cap stocks have marked a pause. Geoff Dailey, Head of US Equities, tells Chief Market Strategist Daniel Morris he expects the new US administration's focus on manufacturing in the US to boost market sentiment. Fo ... Show More

10m 2s

Feb 2024

Talking Markets Podcast Series with William Davies, Columbia Threadneedle Investments

William Davies is the Global Chief Investment Officer at Columbia Threadneedle Investments. William shares his thoughts on the condition of the US economy, relative to other regions around the globe. We also discuss the road ahead for monetary policy, and how to think about posit ... Show More

24m 17s

Feb 2025

What Great Investors Do

The principles of investing are fairly simple to understand. Application requires some intensity. William Green is the author Richer, Wiser, Happier: How the World's Greatest Investors Win in Markets and Life. Green also hosts a podcast with the same title. Robert Brokamp caught ... Show More

48m 29s

Talking Heads - Our 2024 Thematics Barom...