AI needs power. Lots of it. And that demand is starting to ripple far beyond data centers.

Today, Finimize Analyst Theodora Lee Joseph joins the pod to follow that ripple into a much bigger story: the global effort to upgrade and expand the electricity grid. What began as a constraint for AI is now turning into a multi-trillion-dollar investment theme, spanning everything from transmission lines to transformers.

We talk through what’s driving the surge in demand, how this builds on Theodora’s earlier data center portfolio, and - most importantly - the companies she’s using to invest in it.

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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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Gold has pulled back. The question is whether that move signals a shift, or an opportunity.

In this episode, Finimize Analyst Russell Burns joins the pod to unpack what’s driving the recent weakness, and why the broader case for gold may still be intact. 

We look at the macro backdrop, how sentiment has changed, and why price moves don’t always tell the full story.

We also focus on how to invest in it. Rather than buying gold directly, Russell makes the case for gold miners — and the ETF he’s using to gain exposure — as a more responsive way to play a potential rebound.

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March wasn’t easy on markets. So let’s assess the damage and make a plan.

In this episode, our analysts' cover how their investment ideas are holding up in the real world.

Since their launch in October 2024, the Finimize portfolio has delivered an average absolute annualized return of 25%, beating benchmarks by an annualized 10%, and sits at a 70% “hit rate” – meaning most of the calls made money.

So we're breaking down what worked, what didn’t, and what direction the portfolio takes from here.

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Theon International doesn't make a lot of noise – but maybe it should. 

It's a small company, worth under $3 billion, but already showing the kind of traits that rarely turn up together: strong growth, solid margins, and good visibility on future earnings. 

Add in a tailwind from rising defense budgets and some smart expansion into new product lines, and Finimize analyst Theodora Lee Joseph thinks you've got a compelling stock for patient investors.

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Healthcare investing isn't always about blockbuster drugs – sometimes the best opportunities hide in profitable niches. 

In this episode, we sit down with Finimize analyst Russell Burns to dig into Harrow, an ophthalmology pharma company whose stock has dropped 30% in recent weeks despite a still-strong growth outlook.

With shares up 400% over five years – dwarfing the S&P 500 – Russell explains why this pullback might be the entry point investors have been waiting for.

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The AI boom has a growing problem: it needs an enormous amount of power. Data centers are already pushing electricity grids to their limits, and building new ones on Earth is getting harder, slower, and more expensive.

So some of tech’s biggest names are thinking bigger - and higher. In this episode, Finimize analyst Reda Farran joins the pod to explore the idea of putting data centers in low Earth orbit. It sounds like science fiction, but the logic is gaining attention: near-limitless solar power, fewer land constraints, and a new frontier for AI infrastructure.

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Every month, we open the books.

In this episode, the Finimize team join the pod to review how our investing ideas have actually performed. We go through the winners, the laggards, and the positions that tested our conviction - all tracked publicly, with live numbers.

Since launch in October 2024, the portfolio has delivered a 42% average absolute annualized return, beaten its benchmarks by 19% annualized, and achieved a 76% hit rate. 

But performance stats only matter if you understand what’s driving them. 

So we break down what worked, what didn’t, and where we see the most compelling opportunities from here.

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Rolls-Royce is one of those stocks that sounds like it should be tapped out by now. The shares are up more than tenfold, the turnaround story is well known - and yet, the valuation debate is only getting louder.

In this episode, Finimize Analyst Theodora Lee Joseph joins the pod. She's been rethinking her long-standing US-centric investing approach and landed on an unexpected name: Rolls-Royce Holdings. 

Not the cars - the industrial engine-maker powering aircraft, defense systems, data centers, and potentially nuclear reactors in the years ahead.

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London Stock Exchange Group isn’t a flashy name in the AI boom. It doesn’t build chips or train models. But for years, it’s quietly made money doing something far less glamorous - selling the infrastructure, data, and plumbing that global markets rely on every day.

In this episode, Finimize Analyst Russell Burns joins the pod to talk about why recent fears around AI disrupting financial data have hit London Stock Exchange Group so hard, why the selloff may have gone too far - and ultimately, why it makes the firm a scintillating opportunity.

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