The Modern Investor

Fundamentals are useful, but they’re not the only tool in the box. 

In today’s podcast, we sit down with Finimize analyst Russell Burns to talk through two technical indicators he swears by – and the top trades they’re signaling right now. 

Yes, it involves some squiggly lines and price charts. But this isn’t about day-trading hype – it’s about clarity when markets get chaotic.

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Revolut’s got 53 million users, big global expansion plans, and IPO buzz that’s getting louder – so we figured it was time to talk about it.

In today’s episode, we chat with Finimize analyst Theodora Lee Joseph to unpack what’s really behind the hype. Is this neobank a future fintech giant – or just a shiny app with good PR?

We dig into the numbers, the risks, and what might make this IPO one to watch.

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Time series momentum isn’t sexy – but it works. 

In today’s episode, we talk to Finimize analyst Stéphane Renevier as he unpacks how a simple trend-following rule can help you dodge the biggest losses... without staring into a crystal ball. 

From cutting drawdowns to riding investor bias, we break down why this time-tested system keeps showing up – and why sometimes, sticking to it really could be your best bet.

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The market’s been messy – but the Finimize Portfolios were built for mess.

In today’s episode, we sit down with Finimize analyst Stéphane Renevier to dig into this report on how a rules-based strategy kept beating the S&P 500 while everything else was slipping.

From momentum magic to slow-and-steady wins, we unpack what’s working – and why gut instinct isn’t in the driver’s seat.

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The Great Wealth Transfer is coming – and it’s going to be big. 

In today’s episode, Finimize Analyst Theodora Lee Joseph joins the pod to talk about about the tens of trillions of dollars set to move from Boomers to younger generations over the next two decades. 

That’s not just an economic shift – it’s an investment opportunity. 

We dig into what it means for markets, what younger investors might do differently, and how you can position your portfolio to benefit – inheritance or not.

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'Trump is trying to crash the market on purpose.'

It might sound like the typical inane internet noise we've come to expect. But when Trump reposted a video saying just that, Finimize Analyst Reda Farran decided to look past the headline and dig into what might actually be going on.

In today’s episode, Reda joins the pod to break down why this idea isn’t as far-fetched as it sounds — and what it could mean for markets.

Plus, we get into the practical stuff: how to hedge, where to look for value, and why volatility might be your new best friend.

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Tesla’s been making headlines - just not the kind investors like. 

In today’s episode, Finimize analyst Russell Burns joins the pod to figure out what’s really going on with the stock. 

Yes, Elon Musk’s political presence plays a role. Yes, the brand has taken a hit. But that’s not the whole story. 

There are fundamentals at play here, and for long-term investors - maybe even opportunity.

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The top 10% have been doing a lot of heavy lifting lately. 

While most people pulled back on spending, they kept splurging—on luxe travel, home upgrades, and $500 sneakers. That’s been good news for certain companies. And, by extension, for investors.

But now? That support’s starting to look shaky.

In this episode, Stéphane Renevier joins the studio us to explain why a slowdown at the top could be a big deal for markets—and what to do about it. 

He’s built a portfolio for exactly this kind of shift: one that goes long the practical stuff and short the fragile, confidence-driven spending. If the wealth effect really is reversing, this might be the trade you want to make.

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Klarna’s making its stock market debut—big stage, big stakes, big questions. 

The “buy now, pay later” giant is aiming for a $15–20 billion IPO, bouncing back from a $6.7 billion low. But with competition from Affirm, Afterpay, and even Apple, can it hold its ground?

Finimize analyst Theodora Lee Joseph joins the studio to break down Klarna’s strategy, its place in the fintech race, and whether this IPO is an opportunity worth grabbing.

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Crypto is volatile—so is Coinbase. 

After a sharp drop in its stock price, investors are wondering: is this a rare buying opportunity or just another high-risk bet? 

In today’s episode, Finimize Analyst Russell Burns joins the pod to look at Coinbase’s growing revenue, its reliance on crypto trading fees, and whether its push into subscriptions and staking can bring more stability. 

And, of course, whether now's the right time to buy.

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