The Modern Investor

Higher oil prices have rippled through markets since the war in Iran began, weighing on companies exposed to fuel costs, transport disruptions, and inflation pressure.

In this episode, Finimize Analyst Russell Burns joins the pod to talk about a basket of eight stocks he believes could rebound quickly if tensions ease and the Strait of Hormuz reopens. These are businesses the market has punished during the crisis - and which may benefit disproportionately if energy prices and supply chains begin to normalize.

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AI needs chips. But it also needs cables, power lines, and infrastructure most investors rarely think about.

Finimize Analyst Theodora Lee Joseph joins the pod to talk about Prysmian, a company positioned right where two major trends collide: the AI data center boom and the global upgrade of the electricity grid.

We discuss why this quieter industrial name may still offer a compelling way to invest in the next phase of AI infrastructure growth.

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SpaceX may be heading for one of the biggest IPOs in market history - and one of the most closely watched.

In this episode, Finimize Analyst Reda Farran joins the pod  to examine the investment case behind a potential listing that could value the company at nearly $2 trillion. We look at what investors would actually be buying: a launch business, Starlink’s fast-growing satellite network, and expanding ambitions in AI.

We also explore the harder question beneath the hype: can even an extraordinary company justify an extraordinary price tag?

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Every month, we go back to the numbers.

In this episode, Finimize Analysts Reda Farran, Russell Burns, and Theodora Lee Joseph join the pod for our May Research Performance Update - a review of how the ideas inside the Finimize Portfolio have actually performed, and what we’re changing now.

Since launch in October 2024, our analysts’ picks have delivered an average return of 29%, beaten their benchmarks by 13 percentage points, and posted an 83% hit rate. We discuss a new position in Daikin, growing pressure on Nike, Intel’s exit from the portfolio, and where the next opportunities may be emerging.

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Daikin Industries makes products most people rarely think about - air conditioners, heat pumps, the systems that keep offices, homes, and factories running. But it’s become harder for investors to ignore since Elliott Management disclosed a major stake in the company.

In this episode, Finimize Analyst Russell Burns joins the pod to explore why the activist fund has turned its attention to Daikin, and what it may be seeing in one of Japan’s best-known industrial businesses. We also discuss the longer-term case, and why Russ is adding the firm to the Finimize Portfolio.

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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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