The Modern Investor

OpenAI is a big thing. Obviously. But it’s not a stock you can buy. Not directly, anyway. 

In today’s episode, Finimize Analyst Theodora Lee Joseph joins the pod to unpack five ways investors can still get exposure to the company behind ChatGPT. 

Some of them are well-trodden paths. Others might surprise you. 

But all five are worth a look if you’re trying to position for the next leg of the AI boom.

Try Finimize Pro

AI is driving a gold rush in compute power. And Nebius is quietly selling the picks and shovels.

In today’s episode, Finimize Analyst Russell Burns joins the pod to walk us through why this under-the-radar AI infrastructure firm might be one of the most overlooked growth stories out there. 

It’s lean, it’s scaling fast, it’s tight with Nvidia - and its stake in ClickHouse alone could be worth a chunk of its market cap. 

Try Finimize Pro

Chasing growth stocks can make you rich. It can also blow up your portfolio.

In this episode, Finimize Analyst Stéphane Renevier joins the pod to share the CANSLIM method - a system for finding high-growth stocks and knowing when to actually pull the trigger. 

It’s all about discipline, timing, and spotting key signals before a stock breaks out. 

Plus: he’s got a few names on his watchlist right now.

Try Finimize Pro

Intel, nuclear, and utilities aren’t exactly the flashiest parts of the market. But they’ve quietly been at the centre of some of the biggest investment themes of the past year.

In today’s episode, Finimize Analyst Reda Farran joins the pod to see what’s changed since he first made the case. 

Some calls have aged well. Others? Not so much. 

We revisit the original theses, update the outlook, and figure out where the opportunity still is - and where it might be time to take profits.

Try Finimize Pro

Starbucks feels like the kind of stock you should want to own. 

It’s everywhere, it’s addictive, and it’s managed to charge more and more without losing the crowd.

But when Finimize Analyst Theodora Lee Joseph took a closer look, the story wasn’t quite so frothy.

In today’s episode, she explains why the coffee giant’s growth has slowed, costs have crept up, and yet… the stock still trades like a rebound’s already here. 

It’s not a short call, and it’s definitely not broken. 

But it might not be the no-brainer compounder everyone assumes.

Try Finimize Pro

Duolingo’s stock has soared. 

But is it still a smart bet, or just a cute owl in a bubble?

In today’s episode, Finimize Analyst Stéphane Renevier joins the show.

He's  built a fast, repeatable way to analyse any high-growth company - using AI, some classic fundamentals, and about three hours of your time. 

No fluff, no 80-tab spreadsheets. Just the stuff that matters: how the company makes money, what the numbers say, and where the real risks and rewards might lie.

He walks us through the seven-step playbook using Duolingo as the example - but trust us, you’ll want to steal this framework for your next stock pick too.

Try Finimize Pro

Bonds have been boring. And painful. 

Since 2020, long-dated U.S. Treasuries have quietly lost about half their value - while everything else (yes, including bitcoin) has soared.

But maybe that’s exactly why they’re interesting now.

In today’s episode, Jonathan Hobbs CFA joins the pod. He's making the case for TLT as one of the most overlooked opportunities in markets today. 

There’s a macro angle, a technical angle, and even an AI angle. 

And no, this isn’t about clipping coupons – it’s about spotting a potential bounce that most investors aren’t even looking for.

Try Finimize Pro

Ozempic’s still the hottest drug on the planet. 

But Novo Nordisk’s stock? Not so much. It’s down nearly 50% from its peak, and investors aren’t sure whether to double down or walk away. 

In today’s episode, Finimize Analyst Russell Burns, whose latest research unpack's  what’s really going on with the stock, joins the pod.

Is this just a healthy correction? Or the kind of long-term opportunity you only get when everyone else is panicking?

Try Finimize Pro

Globalization isn’t dead - but it’s definitely slowing. 

In today’s podcast, we sit down with Finimize analyst Theodora Lee Joseph to talk about what a post-globalization world means for investors. 

Supply chains are shifting, government spending is surging, and the market’s old playbook might not cut it anymore. 

This isn’t just a geopolitical shift - it’s an investing one.

Try Finimize Pro

Chinese AI isn’t trying to catch up - it’s trying to scale. 

In today’s episode, Finimize analyst Stéphane Renevier joins the pod to talk about how China’s building a very different kind of AI ecosystem: one rooted in deployment, not just research.

And yes, the risks are real - but so is the opportunity. Especially if you’re looking for a high-upside way to play the next leg of China’s growth story.

Try Finimize Pro