In this brief episode, host Stuart Fieldhouse speaks with Dan Blondal of Nano One Materials about China's new trade restrictions on LFP (Lithium-Iron-Phosphate).

This move may well impact Nano One positively, since China supplies 99% of the world's LFP market, and Nano One is one of the few ex-China manufacturers.

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00:00 The new China trade restrictions on LFP

01:51 How much of a lead do China have in the LFP and battery space?

02:49 How important is this battery technology?

05:10 Implications for Nano One

07:42 Scaling Nano One's technology to meet demand

09:45 LFP is coming!

We kick off the new year with host Stuart Fieldhouse talking to Gary Robinson, a partner at Baillie Gifford and the manager of the Baillie Gifford US Growth Trust [LON;USA], a FTSE 250 constituent. It seems like a timely discussion with so much focus on the US market at the moment. and with hedge fund Saba Capital seeking to take control of the trust's board.

On the podcast we chat about the investment trust's strategy and especially its exposure to unlisted companies. We look at how the trust optimises its exposure to the US tech sector and whether the Mag 7 stocks are distracting tech investors from other opportunities. Gary also gives us his views on how to spot the next big technology success story.

It's not all tech though: we also had time to look at the US healthcare sector and of course the likely impact of Donald Trump on the US stock market.

Listeners should be aware that the podcast was recorded prior to Saba Capital's announcement on 18 December in which it said it would seek governance changes at seven listed trusts.

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00:00 Intro to the Baillie Gifford US Growth Trust

03:18 Private companies in the portfolio

06:21 Why large tech companies decide not to IPO

08:12 The Mag7 stocks

10:40 Findind the next Amazon or Nvidia

14:14 Corporate culture and visionary management teams

16:33 Healthcare sector holdings

19:04 Will the new presidency be good for US growth stocks?

21:38 Gary's two favourite stocks

This week, Host Stuart Fieldhouse meets Yoojeong Oh, Investment Director of the abrdn Asian Income Fund. Stuart and Yoojeong discuss company dividends, the break-up of the chaebol conglomerates in South Korea, being underweight India and China and Yoojeong's favourites favourite stocks within the trust's portfolio.

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00:00 Intro to the abrdn Asian Income Fund

02:36 Dividends in Asia during Covid

04:01 Are there any restrictions on where the trust can invest in Asia?

04:57 Effect of Trump 2.0 on Asian markets

07:21 China's struggling economy - a good buying opportunity?

10:59 Which economies will do well in 2025?

12:52 Is India running too hot?

16:26 Pressure on companies to pay more dividends

18:17 What's to like about Australia?

20:27 Are Asia Pacific companies becoming more proactive in talking to shareholders?

25:43 South Korea and the break-up of the chaebols

30:41 Yoojeong's favourite companies in the abrdn Asian Income Fund portfolio

In this episode, host Stuart Fieldhouse meets Thomas Moore, Investment Director for the abrdn Equity Income Trust [LON:AEI]. They discuss the balance between yield and capital growth, hunting for cheap stocks and how the UK budget, interest rates and inflation affect the fund manager's decision-making.

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00:00 Intro to abrdn Equity Income Trust

01:57 Balance between yield and capital growth

05:00 Is the UK equity market undervalued vs other regions?

08:48 Sector breakdown of the trust - why so many financial stocks?

11:38 Active management - getting the yield

12:39 Maximum holdings in any one stock

13:40 Is the new Government positive for UK equities?

17:24 Does the UK budget affect Thomas's decision-making?

21:32 Inflation and interest rates dropping - is this good news?

24:23 The ideal stock for Thomas's portfolio

27:13 Imperial Brands - what does Thomas like about it?

31:03 Small caps in the portfolio, e.g. Galliford Try

On this episode, host Stuart Fieldhouse speaks with Nitesh Shah of WisdomTree. Nitesh updates us on global Precious Metals markets, looking at key drivers of demand and bottlenecks in supply. Stuart and Nitesh focus in particular on the gold price, which has been hitting all-time highs over the last year.

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00:00 Gold price drivers and sentiment

04:23 Geopolitical risks for the gold market

10:13 Central bank buying of gold

15:39 Silver market update

21:58 Platinum and palladium market update

28:20 Trading other precious metals, e.g. Rhodium

31:30 How much do ETFs themselves influence the metals markets?

36:40 Seasonal demand for gold

Host Stuart Fieldhouse meets Zefiro Methane [CBOE:ZEFI] [ETR:Y6B] CFO Mohit Gupta to discuss the challenge of methane emissions, as many thousands of uncapped wells leak this harmful greenhouse gas into the atmosphere. They talk about US Government grants, generating carbon credits as a by-product and future plans for the business.

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00:00 Intro to Zefiro

03:18 Scale of the challenge with methane

05:19 Why the focus on a small number of US states?

07:36 The integration of Plants & Goodwin

09:04 US Government cash

10:39 Generating carbon credits

13:38 How do carbon registries work?

15:02 How is the company doing financially?

16:46 About the management team

18:03 Future plans

24:24 Skepticism about carbon credits

Host Stuart Fieldhouse meets Peter Hewitt, fund manager of the CT Global Managed Portfolio Trust [LON:CMPI] on this episode. They discuss what Peter looks for in new stocks, to what extent discount levels present a buying opportunity, and why people who would otherwise invest in ETFs and Big Tech stocks should also consider investment trusts.

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00:00 Introduction to the Global Managed Portfolio Trust

09:23 What happens if the trust trades at a premium?

11:03 A good trust for beginners?

20:38 What do you look for in new additions?

25:49 Are discount levels a buying opportunity?

30:05 Why should ETF and Big Tech investors consider investment trusts?

Stuart Fieldhouse catches up with Dan Blondal, CEO of battery materials firm Nano One. Nano One is listed on the Toronto Venture Stock Exchange [TSX:NANO] and NASDAQ [NDQ:NNOMF].

They discuss the new partnership with Worley Chemetics, and funding from the US Department of Defense. Dan provides details on his plans for the next 12-18 months.

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00:00 Update on the Worley Chemetic partnership

06:27 How does it contribute to the bottom line?

07:39 Nano One and the US Department of Defense

12:08 Canadian Government funding

13:28 Income from sale of land

15:33 Change of chairman

18:33 Future plans

In this podcast, Stuart Fieldhouse chats with Dennis Higgs, President of Austin Gold Corp about their Stockade and Lone Mountain gold/silver projects. They also discuss the recent record highs in the gold price and what Austin Gold looks for in a great mining project.

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00:00 Intro to Austin Gold Corp

03:56 The Stockade Mountain project

06:59 Lone Mountain and the Carlin Trend

09:20 The gold price and how it affects investor enthusiasm

11:35 What Austin looks for in a new mining project

12:21 Using historic mining data

13:17 The US as a mining jurisdiction

16:31 Austin Gold's financial situation

We meet Aneeka Gupta, Director of Macroeconomic Research at WisdomTree, to talk about the end of high inflation, why smallcaps are looking historically oversold, and the US, Indian, European and Japanese economies.

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00:00 Is this the end of the current high-inflation cycle?

02:41 Crowded house: concentration of trades in the Mag7 stocks

05:08 Opportunities in oversold smallcaps

07:51 US election affecting US stocks

11:42 Emerging Markets getting more interest from investors

17:31 India overheating and red hot IPOs

21:48 Which European Equity sector look strongest?

24:03 Drivers in the Japanese economy

30:07 WisdomTree's view on gold