It’s not every day you get a chief economist or strategist in front of a microphone. So when you get three, you’re bound to get some pretty juicy market insights. Liz Ann Sonders is the chief investment strategist at Charles Schwab, Michelle Meyer is the US chief economist at Mastercard, and Karen Ward is the chief market strategist for Europe, the Middle East, and Africa (EMEA) at JPMorgan Asset Management. All three joined Yumika Brewster, Chief of Operations at Finimize, as part of this year’s Modern Investor Summit.

They took on the not-so-simple task of predicting what’s to come in 2024 – and how retail investors can navigate the path ahead. 

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Today on the podcast, it’s your dream dinner party guests – if your perfect dinner party involves the Finimize analyst team. (It should. We’re fun.) It’s how we’re tying a bow around 2023 –  bringing together four of the Finimize analysts – Stéphane Renevier, Reda Farran, Paul Allison, and Carl Hazeley. They’ll make some predictions, talk about investing ideas for 2024, and exchange some witty banter (okay, mildly witty).

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There are few figures in investing more experienced than Ray Dalio. Founder and co-chairman of Bridgewater Associates, the hedge fund that’s been a titan of the industry for 40 years, he’s seen his fair share of economic cycles come and go. 

More recently, Dalio noticed a confluence of political conditions we haven’t seen since the period between 1930 and 1945. That led him on a search for the repeating patterns behind all major changes in wealth and power over the last 500 years. This attention to the past - and what it can teach us about the present - makes Dalio uniquely placed to speak on the state of the market right now. And he joined the Finimize studio to chat to our CEO Maximillian Rofagha as part of our Modern Investor Summit which took place in early December. 

They discussed interest rates, debt, the landscape of the markets as we head into 2024, how Dalio got started way back when, and what retail investors need to know now. 

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The gender pay gap has lifelong implications for women. In the UK, women on average have saved less than half of what their male counterparts have, when you exclude property. It’s a disparity that Baroness Helena Morrissey just can’t abide. That’s why she’s spent much of her career working toward solutions. 

She’s the founder of the 30% Club, a global campaign that’s pushing for greater gender balance in boardrooms and across senior management ranks. She’s also the mother of nine children. And she recently visited the Finimize Podcast studio to speak with our own Michelle Sims. 

They talked about the latest gender pay gap figures, as well as the many other obstacles women encounter in their careers. Plus, they explored those key moments in life when women’s finances are most likely to go off the rails – and the things women can do to help keep them firmly on track.

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Tom Van Horn’s got a bird’s eye view of the investment trend everyone’s talking about. That’s why we invited the chief operating officer of AI investing app Magnifi to the Finimize Podcast studio for a chat with Finimize VP of Content Carl Hazeley.

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In this episode of The Finimize Podcast, Finimize VP of Content Carl Hazeley speaks to Edward Smith, co-chief investment officer at Rathbones, a UK-based investment management firm.

They discuss interest rates, asset allocation, and how he’s playing the big themes and opportunities he sees in the market.

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There’s a great big world out there for investors, so when you get a chance to hear how things are moving in another part of the globe, you’ve got to take it. In this episode of The Finimize Podcast, Finimize VP of Content Carl Hazeley speaks to Mark Chahwan, co-founder and CEO of investment platform Sarwa.

They discuss what makes the platform special, how market dynamics in the Middle East are increasingly similar to those in the West, and the future of investing.

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On the 23rd episode of The Finimize Podcast, Eddie chats with James Proudlock, Managing Director of OptionsDesk.

They discuss what options are, how they can be used for trading and portfolio management,  why they shouldn’t be considered weapons of mass financial destruction and how to get started.

I hope you enjoy the episode.

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On the 22nd episode of The Finimize Podcast, Eddie chats with Laura Bottega, COO and Head of Client Experience, International Equity at Morgan Stanley Investment Management.

They discuss what an economic moat actually is, the characteristics of a resilient company, how resilient companies adapt to different environments, how companies' capital allocation decisions impact the resilience of earnings, which sectors are more resilient than others and much more.

Enjoy the episode.

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On the 20th episode of The Finimize Podcast, Eddie chats with the founder of Covey, Brooker Belcourt. A former hedge fund analyst that has built a blockchain-based community for retail investors that aims to democratise investing.

In the conversation they discuss his experiences on wall street that led him to build Covey, what makes a great trader, what types of people are in his community, what co-trading and legends are and the future of retail trading.

I hope you enjoy the episode.

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