Stuart meets Rezaah Ahmad of corporate bond marketplace WiseAlpha. They cover the definition of a corporate bond and how they work, the size of the bond market, equity dividends vs bond coupons and what to look out for when considering investing in this type of asset.

If you enjoy these conversations, the best way to support the show is a quick rating or review — it helps more investors discover us.

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00:00 Intro to WiseAlpha Corporate Bonds

01:12 What is a Corporate Bond?

01:45 How they differ from Government Bonds

03:05 How big is the bond market?

03:45 Benefits of Bonds over Equities - dividends vs coupons

05:42 Which companies have corporate bonds, e.g. Ocado?

07:26 Bond holders are ahead of the queue

08:40 Investing in corporate bonds for pensions

09:51 Risks with corporate bonds

12:07 Paying attention to central bank rates

13:13 Bond prices vs bond yields explained

15:41 Bond ratings - investment grade and beyond

17:44 Liquidity - how do you trade?

24:58 Buying and selling on www.WiseAlpha.com

We meet Stuart Thomas of Precidian Investments to learn about the importance of being currency-hedged. We look at what currency hedging is and how to, when you buy a stock listed in a different currency from your own, mitigate the additional risks of currency fluctuation.

🎧 Subscribe and stay updated with insights from leading investors, fund managers, and innovators.

#Currencies #Forex #Hedging #Trading #GBP #USD

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00:00 Intro to Precidian Investments

04:39 What is currency hedging?

07:57 What currency risks are investors exposed to?

10:33 How can traders reduce your currency risks?

13:14 Are there enough ETFs outside the USA?

14:51 Managing the costs and fees of currency hedging

16:53 Does currency hedging matter for intraday traders?

18:27 Does it matter to me?

20:00 ADRs vs. forex futures

23:08 What can go wrong?

Schroder Japan Trust is a London-listed investment trust that is focused on specific single stock opportunities within the larger Japanese equity market. It is an exciting time to be invested in Japan, with a cheap yen and the Japanese government pushing ahead with far-reaching reforms for listed companies.

On the podcast we talk to Schroder Japan lead fund manager Masaki Taketsume about running a best ideas portfolio in Japan. We discuss some of the key trends he is seeing in the market, including the yen, interest rates, tariffs and shareholder activism. He also explains the trust’s approach to stock picking and the benefits of investing in under-researched companies.

🎧 Subscribe and stay updated with insights from leading investors, fund managers, and innovators.

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00:00 Intro to the Schroder Japan Trust

01:45 Market cap of invested companies

02:37 The yen and Japanese interest rates

04:47 The effect of inflation on Japanese companies

05:57 Effect of trade barriers on Japan

08:00 Corporate governance and shareholder interests

11:25 Opportunities with under-researched companies

12:56 Which sectors are looking good?

13:46 Why is active fund management important with Japan equities?

15:17 Activist campaigns in Japan

17:27 Over-diversified business groups

20:24 Outlook for Japanese equities

In this episode of the Investing, Markets & Money podcast, we're diving into the surging commodities markets—with a spotlight on gold and silver—alongside Nitesh Shah, Head of Commodities and Macroeconomic Research at @WisdomTreeEurope .

🔑 Key topics covered:

Why gold prices surged to $3,500

How geopolitical risk and de-dollarisation are driving central bank gold buying

The silent gold accumulation by central banks—what they’re not reporting

Is gold becoming the world’s second reserve currency?

Why silver might be the next breakout star, especially with new industrial demand

📈 If you're an investor tracking macro trends, commodity cycles, or global monetary shifts, this is a must-listen.

👉 Subscribe for more expert insights, ETF trends, and global market analysis.

#Gold #Silver #Commodities #WisdomTree #InvestingPodcast #CentralBanks #Macroeconomics #GoldPrice #FinancialMarkets #DeDollarisation #InflationHedge #NiteshShah

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00:00 Gold prices

04:05 De-dollarisation

08:01 Central banks buying gold through intermediaries

10:44 Silver prices

15:42 Is the Gold:Silver ratio a good indicator?

17:25 How liquid is the silver market?

19:02 Platinum prices

23:23 Oil market thoughts

28:24 US administration pro-oil

29:36 Livestock futures

31:01 Commodities for smaller investors

In this episode of Investing, Markets & Money, we explore the growing energy challenges and opportunities across Sub-Saharan Africa. Stuart is joined by Ray Coyle from Energise Africa, a UK-based crowdfunding platform that connects everyday investors with impactful clean energy projects on the continent.

We dive into:

🔋 Why over 600 million people in Africa lack access to clean energy

☀️ The untapped solar power potential across Africa

🏠 How solar home systems and green mini-grids are transforming lives

🌍 How clean energy is also a key to solving Africa’s water crisis

💸 How UK investors can get involved in funding renewable energy for underserved communities

If you're interested in sustainable investing, global development, or Africa's next big leap in energy infrastructure—this one's for you.

Visit https://www.energiseafrica.com to find out more and to access the platform.

🎧 Subscribe and stay updated with insights from leading investors, fund managers, and innovators.

#Africa #CleanEnergy #SolarPower #ImpactInvesting #Crowdfunding #EnergiseAfrica #ESG #Markets #InvestingPodcast

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0:00 Who are Energise Africa?

01:01 Where are the energy shortages in Africa?

02:55 Alternative energy sources for African communities

05:51 Scaling the energy projects

08:49 Sourcing the projects

13:40 Measuring the impact

17:38 Who can invest?

23:40 Project case study

26:46 How investors can get involved

We are joined this week by Jigna Gibb to learn more about ETFS - specifically Commodities ETFs. Jigna is Head of Commodities and Crypto Index Products at Bloomberg and takes us through the growth of this type of investment, who is trading them and the latest trends.

We also discuss leveraged ETFs, which are less widely known in the UK than the US, how more people are taking short positions on ETFs, and lastly the friendlier regulatory environment around crypto ETFs.

Our apologies for the sound quality in this episode.

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Linkedin - https://www.linkedin.com/company/10429893

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00:00 What info does Bloomberg have on commodity indices?

02:06 The growth of Commodity ETFs

04:50 A way for private investors to gain exposure to commodities

06:33 Who is trading commodity ETFs?

09:11 Aside from gold and oil, what can you invest in?

10:54 Comparing futures-based vs physical ETFs

13:01 Trends in new commodity ETFs

15:43 Bloomberg's BCOM indices

16:58 What are Leveraged ETFs?

20:28 Taking short positions on ETFs

22:41 Crypto ETFs

In this episode, we're diving deeper into the Majedie Investment Trust, with a special focus on a unique part of the portfolio — special investments.

Joining us is Arjun Menon from Marylebone Partners, the trust’s investment advisor. Arjun breaks down what special investments are, how they’re sourced, and why they play a crucial role in delivering high-conviction, high-return opportunities — all while maintaining the trust’s commitment to liquidity and risk management.

We’ll also hear about two real-world examples from the portfolio:

📈 An activist play in US restaurant chain Portillo’s,

💼 And a credit-focused opportunity involving Metro Bank’s bonds.

Whether you're an experienced investor or just curious about how institutional-grade deals are put together, this episode offers valuable insights into how a blend of external managers, direct equities, and special investments creates a truly distinctive strategy.

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Apple Podcasts - https://podcasts.apple.com/gb/podcast/the-armchair-trader-podcast/id1454640070

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00:00 Intro to Majedie Investment Trust

02:47 What is a Special Investment?

04:43 Criteria for selecting a new investment

05:17 Activist campaigns: Portillo's

09:34 Metro Bank bond investment

14:01 What asset classes do you invest in?

14:34 Network is everything

15:33 Staying on top of liquidity

17:45 Can these investments be accessed by retail investors?

19:22 How unique is the Majedie trust's portfolio?

Following the Canadian election we catch up with Jordan Zinberg, President & CEO of Bedford Park Capital to discuss the tariff wars, trends in the Canadian market, three of Jordan's favourite small and mid cap stocks and his post-election wishlist.

For more great investing ideas, news and insight, sign up to our FREE newsletter at www.thearmchairtrader.com/newsletter/

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00:00 Intro to the Bedford Park Capital fund

01:00 Why no resource bias to the fund?

02:10 The fund's performance

03:17 Canada's exposure to the US tariffs

06:17 Protecting yourself from unpredictability

07:28 Current trends in the Canadian market

08:50 How can you handle volatility?

10:11 IPO activity in Canada

10:54 Is there a sector that Jordan favours?

11:51 A post-election wishlist

14:05 Jordan's favourite stocks

19:33 Looking for dividend stocks

21:44 High-quality family businesses in Canada

24:16 Shareholder activism

On March 7, we tipped Tesla (TSLA) as a short opportunity when it was trading at $270, down sharply from its $488 post-election high. Since then, the stock has seesawed between $259 and $288, caught in a whirlwind of tariff uncertainty and market indecision.

Now, following Tesla's latest earnings, we're diving deep into what’s really driving the stock:

🔻 Why Tesla remains one of Wall Street’s most shorted stocks

🔥 How vandalism, arson, and plummeting European sales are adding pressure

💰 The role of regulatory credits in Tesla’s profitability

📉 Is now the time to stay short or shift strategy?

Join The Armchair Trader as we break down the numbers, sentiment, and strategies every investor should consider.

In this podcast, host Stuart Fieldhouse speaks with Fenix Resources Executive Chairman, John Welborn.

John talks about Fenix's simple mining extraction, transport logistics and port services. and their part in Western Australia exporting $60bn of iron ore to China. Stuart and John also discuss how iron ore prices have continued to perform well but given China's economic struggles, John gives his view on other areas that can sustain steel production going forward.

John suggests that the market is irrationally pricing Fenix shares and suggests there could be a re-rate on the back of its production expansion.

00:00 Intro to Fenix Resources

02:23 The Iron Ridge Mine asset

02:54 Western Australia and the global iron ore market

04:17 Who's buying the iron ore?

05:10 Fenix also has a logistics arm

10:45 Other projects and the CZR takeover bid

12:02 Fenix's financial performance

13:08 The iron ore market this year

16:36 Sustainability

19:14 Future plans