Mark Latham: Market Veteran and Investment Futurist

In this episode of Why Invest? Luke Hyde-Smith is joined by market veteran and investment futurist Mark Latham. With over 40 years in commodities and fund management, Mark shares his journey from running a leading resources fund to founding Commodity Intelligence and The Angry Portfolio.They discuss the growing influence of technology across real-world industries, the challenges traditional sectors face amid disruption, and how shifts in investor sentiment often lag behind fundamental change. Mark also touches on how behavioural biases and consensus thinking can lead to missed opportunities in fast-moving markets.The episode covers global equity dynamics, shifting demographics, and the implications of policy and data reliability on long-term investing. With a focus on separating signal from noise, this is a timely discussion for those navigating structural changes and evolving narratives in global markets.This podcast is issued by W1M Wealth Management Limited which is authorised and regulated by both by the Financial Conduct Authority of 12 Endeavour Square, London E20 1JN, with firm reference number 120776 and the U.S. Securities and Exchange Commission of 100 F Street, NE Washington, DC 20549, with firm reference number 801-63787. Registered in England and Wales, Company Number 02080604.The information provided in this podcast is for information purposes only and W1M does not accept liability for any loss or damage which may arise directly or indirectly out of use or reliance by the client, or anyone else, on the information contained in this recording. This podcast should be used as a guide only is based on our current views of markets and is subject to change.The information provided does not constitute advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor's particular wealth management or investment objectives, strategies, tax status or investment horizon. All materials have been obtained from sources believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information. Hosted on Acast. See acast.com/privacy for more information.