Making food from air sounds futuristic, but the investment opportunity is actually...quite down to earth. 

In today's episode, Finimize Analyst Reda Farran rejoins the pod to break down his updated outlook of Solar Foods, from product launches to production plans and a key financing step forward. 

Some of the story is still about big vision and breakthrough tech. But a growing part of it is about execution, scale, and what the updated valuation says about the potential upside - and the risks - from here.

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On today's show, Guy sits down with Finimize Analysts Reda Farran, Theodora Lee Joseph, and Russell Burns - to run a proper performance check on our research picks. We’re talking winners, laggards, and the positions that are quietly setting up for their next move.

And while past returns make for nice charts, the real focus here is forward-looking: what’s changed, what still holds, and where the next opportunities might be hiding.

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Everyone’s talking about AI, automation, and whatever the next big tech breakthrough might be. But some of the most reliable returns still come from businesses doing something far simpler - and doing it exceptionally well.

Today, Finimize Analyst Reda Farran joins the pod to dig into TJX Companies, the off-price retail giant behind TJ Maxx and Marshalls.

With markets looking frothy and AI valuations stretched, we talk about why this high-quality compounder offers resilience, diversification, and a potential hedge if the hype fades.

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Korean stocks have been on a tear, and yet, they’re still flying under the radar.

Finimize Analyst Russell Burns joins the pod to break down why South Korea’s market has surged, why valuations haven’t caught up, and what’s really behind the Kospi’s jaw-dropping run.

Most importantly, we dig into the opportunity: how investors can access this notoriously closed market, and why Korea could be one of the most mispriced opportunities in global equities right now.

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Before you start thinking about new goals and fresh trades for 2026, it’s worth taking one last look back.

In this episode, Finimize Analyst Stéphane Renevier joins the pod to review the Finimize team’s 2025 investing calls - what worked, what didn’t, and why. We break down the ideas that delivered standout returns, the themes that kept showing up, and the mistakes that offered the clearest lessons.

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Alphabet’s had a big year. 

The stock’s surged, the AI fears have faded, and even regulators have eased off, turning what once looked like a risky bet into one of the market’s standout performers.

But after a 60%-plus rally, the obvious question is: what now?

Today, Finimize Analyst Russell Burns joins the pod to reassess Alphabet from the ground up.

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Trend following sounds like something only quants, hedge funds, and giant computer systems can pull off - but it doesn’t have to be. 

In this episode, Finimize Analyst Stéphane Renevier breaks down a surprisingly simple version of the strategy that anyone can run in just ten minutes a month.

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What can two centuries of market data tell us about investing today? 

In this episode, Reda Farran walks through a landmark study covering 200 years and 56 economies - and the 13 lessons that consistently hold up across cycles, regimes, bubbles, crashes, and inflation. 

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Sponsored by SurfAir Mobility.

TikTok’s parent company danced its way to a $480 billion valuation – and investors were falling over each other to get in – while India’s Nifty 50 stock market index just hit an all-time high.

Today’s stories:

• A New Stake Sale Valued ByteDance – TikTok’s Parent Company – At $480 Billion
• India’s Stock Index Hit An All-Time High, Leaving Investors Feeling Pretty Nifty

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Nvidia smashed all the market’s expectations and raised its forecasts for the rest of the year, while Xiaomi’s EV unit just crossed the profit finish line – and did it faster than Tesla.

Today’s stories:

• Nvidia’s Been Keeping Things Chipshape, With Results That Sparkled Across The Board
• Xiaomi’s EV Business Turned Its First Profit At Warp Speed, Making Tesla Look Slow

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