Algy's Investment Podcast

Algy's Investment Podcast

By Algy Smith-Maxwell

Expert investment insight from the people who know how to handle money. In this series, Algy Smith-Maxwell talks to some of the leading minds in ... more
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Best of Algy's Investment Podcast

The most played episodes among Podcast App listeners.

  1. Number 1: Britain Is Going BUST! The Danger Point Just Moved 10 Years Closer! | Alastair Irvine #29

    Could Britain be only a decade away from losing control of its debt? An expert on macroeconomics and geopolitics, Alastair Irvine warns that the UK’s finances are “bad and getting worse” and explains why he believes World War III has effectively already begun. Alastair Irvine is Investment Director of the Jupiter Merlin Portfolios, where he has spent the past decade analysing the global economic, political and geopolitical developments affecting financial markets. In this conversation, he explains: ■ Why the UK’s debt trajectory could become uncontrollable between 2036 and 2046 ■ How UK government debt could reach 300% of GDP by 2076 if its current trajectory continues ■ The four most dangerous things a prime minister could do to the British economy ■ Why Britain may need a £100 billion national defence loan ■ Why he believes World War III has effectively already started ■ How consumer prices have risen by approximately 30% since the beginning of 2021 ■ Why Japan’s economic reforms have created a major opportunity for global investors (00:00:00) Intro (00:02:31) How Bad Are the UK’s Finances? (00:05:47) When Could Britain Lose Control of Its Debt?(00:07:38) Can Andy Burnham’s New Cabinet Turn Britain Around? (00:08:28) Which Cabinet Appointment Offers the Most Hope? (00:10:53) Is Britain Heading for a “Red October”? (00:12:26) How Can Britain Raise Living Standards? (00:15:44) The Four Most Dangerous Threats to the British Economy (00:16:25) Should Britain Reopen the North Sea Oil and Gas Fields? (00:18:42) How Norway Built a $2 Trillion Sovereign Wealth Fund (00:21:08) Why Is Kemi Badenoch More Popular Than Her Party? (00:22:56) Should Britain Give Its New Prime Minister a Chance? (00:26:18) How Can Britain Afford to Rebuild Its Armed Forces? (00:33:54) Could a £100 Billion Defence Loan Protect Britain? (00:37:55) Has World War III Already Begun? (00:40:56) What Happens When Putin’s Popularity Falls?(00:43:47) How Extreme Is Iran’s Revolutionary Guard?(00:47:41) How Trump’s Iran Strategy Backfired? (00:50:24) Could Saudi Arabia Become a Nuclear Power?(00:54:32) Where Is Inflation Heading Over the Next 30 Years?(00:58:06) Why Official Inflation Doesn’t Match the Cost of Living (01:00:05) What Can the Price of Skittles Tell Us About Inflation?(01:01:05) Why Is the US Economy Growing Faster Than the UK? (01:03:37) Why Are Japan’s Economy and Stock Market Thriving? (01:08:34) Why Warren Buffett Is Investing in Japan (01:07:45) Disclaimer For more of Alastair’s analysis on global markets, economics and geopolitics, follow him on Substack. Follow Alastair: Substack - https://substack.com/@alastairchirvine

    1h 10min
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  2. Number 2: Jack Barrat: Why UK Stocks May Offer Compelling Value Right Now | #28

    Is value investing making a comeback? Jack Barrat shares his perspective on why today’s market environment may present compelling opportunities, how AI is transforming fund management, and why some of the most interesting investments are often overlooked. Jack Barrat is a portfolio manager at Man Group, with over a decade of experience applying a disciplined value investing approach across a range of market conditions, including periods of significant volatility, inflationary pressure and structural change. He explains: ▪️ Why UK stocks remain one of the world's cheapest markets ▪️ How to distinguish between a value trap and a genuine opportunity ▪️ Why AI could present a significant productivity shift in fund management ▪️ The sectors he finds most interesting from a valuation perspective today ▪️ How his team approaches high-conviction buy and sell decisions (00:00) Intro (00:47) From a Starbucks to Man GLG (01:44) The Advantage of Man Group (02:33) Building a High-Performing Investment Team (04:37) The Toughest Year of Jack's Career (05:06) Why He Runs Long & Short (05:52) What Really Drives a Fund Manager (07:18) Jack's Investment Philosophy (09:14) Value Trap or Opportunity? (12:09) How AI is Changing Fund Management (17:43) "Please Don't be Afraid of AI" (20:34) Is the UK Market Cheap? (23:25) How the Team Makes the Call (25:26) Jack's Definition of Risk (27:02) The Biggest Risk to the Strategy (31:09) Why Good |Management Takes Years to Matter (33:32) The "Bathtub of Knowledge" (37:31) What Keeps Him Awake at Night (38:29) Three Books That Shaped How he Invests (40:27) Inside a 5am Start (43:07) The Team Behind the Fund (45:21) Disclaimer Recorded On: 27/04/26

    46min
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  3. Number 3: Jack Barrat: Why the Best Investments Are the Ones That Scare You the Most! | #27

    Is the UK equity market the most interesting place to invest right now? Jack Barrat explains how value investing has evolved, why the most uncomfortable trades often deliver the biggest returns, and how AI is quietly transforming the way active fund managers research companies. Jack Barrat is Co-Manager of the Man GLG UK Income Fund at Man Group. He joined forces with Henry Dixon in 2013 and together they run a value-driven capital cycle strategy managing over £3.5 billion in assets, compounding at just over 10% per year post-fees across 13 years. He explains: ▪️ Why value investing in 2026 looks nothing like it did in 1980 ▪️ How buying airlines during Covid and banks at 0.5x book value generated returns of 100-200% ▪️ Why managing a long/short hedge fund makes you a better long-only investor ▪️ How AI is already changing the way professional fund managers analyse companies ▪️ Why Jack believes around three quarters of the portfolio has the potential to double from current levels (00:00) Intro (01:41) The Starbucks Meeting That Started It All (03:44) Why Man GLG Gives Them Complete Freedom (04:36) Compounding at 10% a Year for 13 Years (07:44) The Toughest Year of Jack's Career (08:53) Why Running Long/Short Makes You A Better Investor (10:00) What Really Motivates Jack (12:04) The Investing Framework Behind £3.5bn (13:23) How to Spot a Value Trap (14:31) The Trades That Returned 100–200% (15:55) Where the Biggest Opportunities Are Today (17:42) How AI Is Changing Fund Management (26:06) Why the UK Is One of the Cheapest Markets (27:49) Where the 4.5% Yield Comes From (28:30) Why Share Buybacks Matter31:40 What Risk Really Means (33:13) When This Strategy Struggles (34:39) Building a High-Conviction Portfolio (39:02) What Great Management Teams Look Like (43:15) Finding Opportunities and Sizing Positions (47:17) UK vs US Stocks: Which Is Better Value?(49:34) Why 75% of the Portfolio Could Double (51:23) What Keeps Jack Awake at Night (52:25) Three Books Every Investor Should Read (54:27) Jack's Daily Routine (57:07) Meet the Team (59:24) Disclaimer Recorded on: 27/04/2026

    1h
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  4. Number 4: Anne‑Christine Farstad: How to Find Stocks Pricing in “Armageddon” (Before They Rebound) | #26

    Are the best investors buying when everyone else is panicking? Anne-Christine Farstad breaks down how contrarian investors spot market overreactions, why volatility creates opportunity, and why valuation matters more than forecasting the future. Anne-Christine Farstad is a Contrarian Equity Portfolio Manager at MFS Investment Management. She has spent over 20 years navigating market bubbles, crashes, the rise of passive investing, and global equity cycles. She explains: ▪️Why market fear creates the best investment opportunities ▪️How to spot stocks already pricing in “Armageddon” ▪️Why volatility is a contrarian investor’s biggest advantage ▪️The danger of buying cheap stocks that stay cheap ▪️Why passive investing has changed markets forever Recorded on: 18/03/2026

    1h 2min
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  5. Number 5: Pete Davies: Where are the Risks and Rewards Over the Next Decade? | #24

    Pete Davies, Head of Developed Markets Strategy at Lansdowne Partners, explains why this decade could look nothing like the last. From rising public-sector risk to the return of tangible assets and a new AI investment cycle. We cover: ​The macro shift investors aren’t positioned for: re-industrialisation, capex, and de-globalisation​Why banks - not tech - may offer lower risk today​The AI thesis most investors misunderstand (and who actually profits)​Steel, energy, and “real assets” making a comeback​How elite fund managers think about risk, concentration, and mistakes• Stocks with potential to double​Would he buy Starlink if it IPO’d? 00:00 Intro 02:27 The Big Macro Shift Investors Aren’t Positioned For 03:59 De-globalisation, Political Risk & The New Market Regime 06:28 The Hidden Danger of Investment “Style Boxes” 08:53 Why Active Management May Beat the Index This Decade 11:44 Inside the Portfolio: Why So Much Capital Is in Banks 14:22 Banks vs Tech: Where Is Risk Really Lower?19:34 The AI Investment Thesis Most Investors Miss 21:01 Picks, Shovels & Who Actually Profits From AI 24:15 Robotics, Physical Intelligence & The Next Wave 28:42 Defence Spending, Geopolitics & Aerospace Winners 38:45 Tariffs, Trade Wars & Protecting Local Assets 45:20 Gold, Energy & Nuclear: Positioning for Resource Scarcity 1:04:22 Housing, Construction & the Case for “Real Assets” 1:11:45 How Elite Fund Managers Think About Risk 1:15:30 Investment Mistakes & What They Teach You 1:19:33 AI vs The Human Brain: What Machines Still Can’t Do 1:20:51 Stocks That Could Double (And Where Upside Lives) 1:22:02 Adapting After 30+ Years in Markets 1:24:00 Would He Buy Starlink? 1:26:32 Final Takeaways for Investors This episode was recorded on 12th January 2026

    1h 28min
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The podcast currently has 32 episodes available.