The Modern Investor

AI’s appetite for computing power is insatiable. And it’s fueling a $7 trillion global data center boom. 

In today’s episode, Finimize Analyst Theodora Lee Joseph joins the pod to unpack the next big AI trade: the overlooked companies building the power lines, cooling systems, and infrastructure that make the tech run. 

She makes the case that this is where the real long-term upside could be hiding.

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Intel’s comeback story has been one of the market’s biggest surprises.

But after a huge run, investors are wondering if the stock still has legs. In this episode, Finimize Analyst Reda Farran breaks down the deals, the data, and the next phase of Intel’s turnaround - and helps you decide whether to hold tight or take profits.

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Forget jobs data and inflation prints: the real driver of markets might be something else entirely. 

On today's pod, Finimize Analyst Stéphane Renevier joins us to unpack global liquidity - the $300 trillion debt loop that keeps everything spinning - and how you can position your portfolio as the cycle reaches its peak.

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AI spending is ballooning, and much of it is flowing into the next generation of cloud infrastructure. 

In today’s podcast, Russell Burns unpacks Nebius’s game-changing $17.4 billion deal with Microsoft – and what it means for the stock’s future. 

Plus, he highlights another under-the-radar player chasing the same opportunity.

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Sponsored by Tradu.

Some stocks are flashy. GTT isn’t one of them. 

In today’s podcast, Theodora Lee Joseph explains how this little-known French engineering firm quietly dominates a vital part of the global LNG industry - and why its monopoly-like economics, fat margins, and steady dividends could make it a Buffett-worthy compounder.

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Sponsored by Tradu.

Everyone knows Apple can launch shiny new products. 

But what investors need to know is whether the stock still stacks up. 

In this episode, Finimize Analyst Reda Farran breaks down Apple’s ecosystem strength, regulatory risks, and valuation - and lays out whether the world’s most famous tech firm is a buy, sell, or hold right now.

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Robots that walk, think, and work like humans might sound far off...but they’re closer than you think. 

In this episode, Finimize Analyst Russell Burns joins the pod to talk about humanoid development, what’s hype versus what’s real, and which companies could benefit most. 

And - fine, okay - we also talk about when they might finally clock in.

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Defense stocks are having a moment.

But not all of them are trading at defense-stock prices. 

In today’s podcast, Theodora Lee Joseph joins the pod to talk about Indra Systems: a $7 billion Spanish firm that looks more like an IT shop on the surface, but is actually deeply embedded in Europe’s military build-up. 

The market hasn’t fully caught on yet - and that disconnect could spell opportunity.

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Markets may look calm, but they’re sitting on some pretty shaky ground. 

In today’s podcast, we get Finimize Analyst Stéphane Renevier to walk us through two trades built for the big shocks - the kind that most investors don’t see coming. 

These aren’t “short the market and pray” ideas: they’re smarter, asymmetric hedges designed to cost little if nothing happens - but to deliver real upside if everything suddenly does.

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Air-made protein sounds like science fiction. 

But one Finnish startup is trying to make it a billion-dollar reality. 

In today’s episode, Finimize Analyst Reda Farran joins the pod to talk about Solar Foods – the company turning carbon dioxide and water into a high-protein powder it hopes will revolutionise the food industry. 

And - yes, fine - it’s still early-stage, risky, and unprofitable. But not, by any means, without serious upside potential.

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