Épisodes

  • £64bn firm founder Rich Pzena on where the market is mispricing stocks

    £64bn firm founder Rich Pzena on where the market is mispricing stocks
    Jul 13 2026
    Rich Pzena talks building his £64bn firm, his deep-value playbook and current market opportunities.
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    33 min
  • Syz Bank CEO: Modern private banking means ‘putting our money where our mouth is’

    Syz Bank CEO: Modern private banking means ‘putting our money where our mouth is’
    Jun 24 2026
    Nicolas Syz discusses his first few months in the role at the bank founded by his father and the modern challenges for a Swiss boutique.
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    29 min
  • Raymond James CIO: My biggest worry for global markets

    Raymond James CIO: My biggest worry for global markets
    Jun 17 2026
    Patrick Farrell talks team integration, portfolio positioning, and his biggest worry about markets.
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    24 min
  • Ruffer’s Mike Biggs on why private borrowing can be the real growth driver in the UK

    Ruffer’s Mike Biggs on why private borrowing can be the real growth driver in the UK
    Jun 3 2026
    Mike Biggs, head of macro strategy at Ruffer, explains his credit impulse thesis and why he believes that more private borrowing and bank deregulation can be key to kickstarting economic growth.
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    17 min
  • Ex-Morningstar CIO: Why thematic ETFs are always late to the party

    Ex-Morningstar CIO: Why thematic ETFs are always late to the party
    May 20 2026
    Dan Kemp, ex-CIO of Morningstar and founder of Portfolio Thinking, discusses his 'Do's and Don'ts' for ETF investing - explaining why thematics are a money pit and how there might be hope for semi-transparent ETFs in Europe.
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    29 min
  • Why UK asset managers are no longer hot M&A targets

    Why UK asset managers are no longer hot M&A targets
    May 19 2026
    Tyndall IM’s James Sullivan explains why the ‘squeezed middle’ is a myth and why fund houses have lost their M&A premium.
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    20 min
  • ‘Brooks was exactly what I was looking for’: Why new CIO Will Hobbs joined from Barclays

    ‘Brooks was exactly what I was looking for’: Why new CIO Will Hobbs joined from Barclays
    May 6 2026
    Will Hobbs, CIO of Brooks Macdonald, joined the UK wealth firm last month, having worked at Barclays for more than two decades. He shares why he moved, his first impressions of his team and why he holds a contrarian view on emerging markets.
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    23 min
  • Netwealth CEO: Wealth firms need more than a digital facelift

    Netwealth CEO: Wealth firms need more than a digital facelift
    Apr 21 2026
    Nearly 10-years after launching as a disruptor in the wealth space, CEO Charlotte Ransom explains why NetWealth is still ahead of the competition.
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    25 min