Global Infusions Podcast

Global Infusions Podcast

By Liontrust Asset ManagementBusinessInvestingManagement
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Global Infusions Podcast episodes

  • Fame

    Social media has transformed what it means to be famous, allowing more people to achieve notoriety and giving those that do the ability to interact with and monetise their followings in new ways. Tom Record and Tom Morris look across the celebrity landscape to see how the modularisation of supply chains has helped Kylie Jenner and Dwayne Johnson, and discover the reason why so many YouTube videos are exactly 10 minutes and one second long.

    16 min
  • Hidden Monopolies

    Tom Record and Tom Morris discuss how quasi-monopolies behind the world's favourite brands are creating the illusion of choice in areas as diverse as sunglasses, alcohol and airport dining. They also ponder tech's self-reinforcing monopolies, a surprise hit smart lamp that helps children with their homework, a wily technology-led crime sting and Tim Berners-Lee's NFT of the web's source code.

    17 min
  • Education

    In this episode, Tom Record and Tom Morris discuss how education is changing, from crowdsourced content on Wikipedia to gamified linguistics and online masterclasses with world-famous chefs.

    24 min
  • Payments

    In this episode Tom Record and Tom Morris dive into the somewhat murky world of payments – an opaque and often consumer unfriendly industry that is now ripe for disruption.

    18 min
  • Biotechnology

    From genomic sequencing to machine learning, biotech is undergoing a rapid transformation. In this episode, Tom Record and Tom Morris discuss some of the emerging technologies and businesses at the forefront of the changes in this area. They also touch on the rise of non-fungible tokens and deep fakes, as well as the curious state of the US housing market where there are now more estate agents than homes for sale.

    21 min
  • The Virtual World

    Tom Record and Tom Morris discuss how virtual worlds are becoming an increasingly important part of everyday life. With Fortnite hosting "live" concerts, Instagram replacing the High Street, and games acting as global social spaces, they consider the rising value of virtual real estate and how investors have been slow to appreciate its potential.

    20 min

About Global Infusions Podcast

From the publisher's feed

A podcast from Liontrust's Global Fundamental team which probes current market debates and considers their potential impact on the long-term investment horizon. For professional investors only. Whilst all reasonable care has been taken in the preparation of this podcast, no responsibility can be accepted for the accuracy or completeness of the information or opinions expressed. The podcast is not intended to be an offer or solicitation of an offer to buy or sell securities. It does not constitute investment advice or an investment recommendation and is provided for information only. For more information please visit www.liontrust.co.uk