PODCAST · business
Back of the NAV
by PA+
Hosted by Adam Lewis and Julian Marr
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55
Back on the NAV Season 2: Episode 21
After two years, 55 episodes, too many Saturday mornings and not enough points, the BotNAV co-managers reach the end of the experiment.
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54
Back of the Net Asset Value Season 2: Episode 20
With the season over, the BotNAV co-managers crown the first ever champion of the Back of the Network league and reflect on a difficult second season for the portfolio
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53
Back of the Net Asset Value Season 2: Episode 19
With two weeks left to go of the season, the BotNAV co-managers welcome back guest Chelsea Financial Services and FundCalibre MD Darius McDermott, and report themselves to the FCA for a portfolio mishap.
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52
Back of the Net Asset Value Season 2: Episode 18
With the decision to play two chips in two weeks paying off, the BotNAV co-managers begin to dream of a first-quartile finish
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51
Back of the Net Asset Value Season 2: Episode 17
Ahead of 'leveraging' their bench boost, the BotNAV managers console themselves that, while they may not have much a strategy, boy, can they stick to it
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50
Back of the Net Asset Value Season 2: Episode 16
The BotNAV co-managers cover the main discussion points of the last two gameweeks, including the attractions of a concentrated portfolio - also known as 'not being able to field a full team of players'
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49
Back of the Net Asset Value Season 2: Episode 15
'Back to Pickford' has been doing far too well in recent weeks so what else could the BotNAV co-managers do but invite manager Craig Allen from Julius Baer on to the pod as a guest?
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48
Back of the Net Asset Value Season 2: Episode 14
Reflecting on some improved performance, the BotNAV co-managers conclude the assistant manager chip maybe wasn't so bad after all
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47
Back of the Net Asset Value Season 2: Episode 13
The BotNAV co-managers start asking serious questions about their investment process after another chastening game week
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46
Back of the NAV Season 2: Episode 12
The BotNAV co-managers turn to their first ever guest from the world of bonds for a fresh perspective on how to address their recent slump
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45
Back of the NAV Season 2: Episode 11
The BotNAV co-managers reflect on whether buying Haaland in the Boxing Day sales crosses a line beyond 'contrarian'.
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44
Back of the NAV Season 2: Episode 10
After a third straight week of distinctly sub-par performance, the BotNAV co-managers seek some tips from their guest - and Back of the Network mini-league high-flier - Kate Townsend of Iboss.
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43
Back of the NAV Season 2: Episode 9
The BotNAV co-managers talk through the immediate returns garnered by their recent wild card, sorry, 'portfolio rebalance'
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42
Back of the NAV Season 2: Episode 8
The BotNAV co-managers look beyond combined mediocrity (and individual success) to the shiny new beginnings that only a wild card can promise
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41
Back of the NAV Season 2: Episode 7
The BotNAV co-managers review a fortnight of two halves and discuss how they might steer the portfolio back on track
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40
Back of the NAV Season 2: Episode 6
This week, the BotNAV co-managers talk to Tyndall's James Sullivan about how his four-premium set-up and focus on the 'points-per-million' metric has propelled his team towards the top of our league
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39
Back of the NAV Season 2: Episode 5
The BotNAV co-managers endure the international break while trying not to mention their best-ever gameweek. (Spoiler alert: They fail.)
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38
Back of the NAV Series 2: Episode 4
Worried early-season performance is casting doubt on their FPL credentials, the BotNAV co-managers seek advice from reputation management guru Tony Langham
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37
Back of the NAV Season 2: Episode 3
The BotNAV co-managers survey the wreckage of another Haaland-less gameweek - but comfort themselves that, as ever, tomorrow is another day ...
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36
Back of the NAV Season 2: Episode 2
The BotNAV co-managers regroup after a mini break to assess what has gone right and wrong for the team in the first three weeks of the FPL season
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35
Back of the NAV Season 2: Episode 1
The BotNAV co-managers ready themselves for the new FPL season by re-capping what went right, and wrong, in season one
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34
Back Of The NAV - Euros Episode 4
The BotNAV co-managers reflect on a successful recent foray into European assets before tentatively sizing up a return to more domestic concerns in a few short weeks.
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33
Back Of The NAV - Euros Episode 3
Ahead of the closing stages of Euro '24, the BotNAV co-managers welcome John 'Coach' Husselbee back to the pod to discuss equal measures of European football and investment.
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32
Back Of The NAV - Euros Episode 2
The BotNAV co-managers welcome AJ Bell's Ryan Hughes back to the dug-out to discuss Euro football, investment and politics.
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31
Back Of The NAV - Euros Episode 1
Euros fever grips the Back of the NAV managers as they launch a new offering to coincide with the championships taking place in Germany.
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30
Back Of The NAV Episode 30
The BoTNAV co-managers welcome back Schroders' Andy Evans to reflect on what lessons they might take from the portfolio's first season - and look ahead to the sprint-not-a-marathon of Euros 2024.
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29
Back Of The Nav Episode 29
The BoTNAV co-managers ready themselves for the last game week of the season and reflect on the highs and lows of performance after using the bench boost chip in week 37.
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28
Back Of The NAV Episode 28
The BoTNAV co-managers reflect on the fortunes of their wildcard and begin to ponder what success would look like as the season starts to draw to a close.
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27
Back Of The NAV Episode 27
The BoTNAV co-managers consider three possible definitions of the word 'Gross': 1) Pascal, a Brighton midfielder; 2) retail term for 'a dozen dozen' or 144; 3) How smug they are feeling after scoring that many points in their game week 34 free-hit team.
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26
Back Of The NAV Episode 26
The BoTNAV co-managers are joined by special guest Vee Montebello, director and member of the strategic communications team at FTI Consulting, as they plan their free-hit chip for game week 34.
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25
Back Of The NAV Episode 25
The BoTNAV co-managers reflect on an upturn in fortunes over the past month, and map out their strategy to maximise returns in the final number of game weeks of the season.
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24
Back Of The NAV Episode 24
The BoTNAV co-managers go all Eurovision, reflect on their triple captain fortunes and look ahead to the upcoming blank game-week as they seek to avoid playing the Free Hit chip.
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23
Back Of The NAV Episode 23
The BoTNAV co-managers pick through the wreckage of two game-weeks in which the three big-name players they cannot own all excelled - and, looking ahead, steel themselves to play the Triple Captain chip.
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22
Back Of The NAV Episode 22
The BotNAV co-managers are joined for a second time in the studio by AJ Bell's investments director Ryan Hughes, who talks about an uplift in his own fortunes by following the team's investment process.
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21
Back Of The NAV Episode 21
The BoTNAV co-managers are joined by special guest JustinOnuekwusi, CIO at St James’s Place, who makes an ingenious case for thinking longer-term in FPL.
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20
Back Of The NAV Episode 20
The BoTNAV co-managers are joined by special guest Christian Mayes, investment reporter at Portfolio Adviser, who they hope will help turnaround their fortunes.
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19
Back Of The NAV Episode 19
With 79 points banked in that oh-so-long gameweek, the BotNAV co-managers now have one eye on the fixture schedule's upcoming doubles and blanks.
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18
Back Of The NAV Episode 18
The BotNAV co-managers attempt to justify their new-look team and preview the world’s longest ‘gameweek’.
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17
Back Of The NAV Episode 17
Adam Lewis and Julian Marr take stock of the team's performance over the Christmas period, which included the use of their first wildcard.
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16
Back Of The NAV Episode 16
Adam Lewis and Julian Marr look back at eventful gameweek 17 and start making plans for a hectic festive period for the team.
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15
Back Of The NAV Episode 15
Adam Lewis and Julian Marr conduct a quarterly review of the team's performance and ready themselves for a painful transfer in Gameweek 17.
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14
Back Of The NAV Episode 14
Adam Lewis and Julian Marr reflect on the team's recent performance in gameweek 13 and muse making no changes in what they hope could be a more fruitful week ahead.
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13
Back Of The Nav Episode 13
Adam Lewis and Julian Marr welcome AJ Bell's Ryan Hughes as their guest - and, after a deeply unrewarding captaincy choice last time out, all three accept they really do have to talk about Bruno.
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12
Back Of The NAV Episode 12
Adam Lewis and Julian Marr reflect on a bizarre weekend when almost none of the game's big guns fired; and seek advice on managing their 'portfolio' from Fidelity International's Marcel Stotzel.
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11
Back Of The NAV Episode 11
Adam Lewis and Julian Marr deal with a reality check to the team's recent run of good performance after being dealt a tough hand by the fantasy football gods in Gameweek 9. Could a 'Ulysses contract' help?
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10
Back Of The NAV Episode 10
Adam Lewis and Julian Marr bask in the warm glow of a rare week of significant outperformance - in no small part due to their decision to break FPL's hallowed 'Gandhi rule'.
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9
Back Of The NAV Episode 9
Adam Lewis and Julian Marr take advantage of the international break to conduct a 'portfolio review' - with expert assistance from Chelsea Financial Services and FundCalibre MD Darius McDermott.
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8
Back Of The NAV Episode 8
Hosts Adam Lewis and Julian Marr are joined by Francois de Bruin, co manager of the Aviva Global Equity Endurance fund, who draws parallels between balancing risk and reward in investment and in FPL and says disagreement is good between co-managers.
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7
Back Of The NAV Episode 7
Hosts Adam Lewis and Julian Marr are joined by Andy Evans, co-manager of the Schroder Income Fund and member of the Schroder value team, who gives his tips to improve decision making and avoiding behavioural biases.
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6
Back Of The NAV Episode 6
Adam Lewis and Julian Marr reflect on lost opportunities for the portfolio in gameweek six, a costly transfer, learning from their mistakes and reasons for optimism going forward.
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