PODCAST · business
BT Global Growth's Podcast
by BT Global Growth
BT Global Perspectives Podcast – Hosted by David Creighton, Chair of the BT Advisory Board, with Paul Beatty, Managing Director and Co-Founder of the BT Global Fund. This episode reviews recent investment performance and emerging market trends. The fund finished last year with record growth of 67% and is already up over 20% in the new year, driven by strong momentum in precious metals and hard assets like silver, platinum, and copper. Paul and David discuss the significance of hard assets, the surge in silver prices, and why the Asian physical markets are increasingly shaping the metals market. The conversation combines insights, humor, and actionable perspectives for investors.
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Managing Inflation and Value in the Silver Sector
In this episode of the BT Global Perspectives Podcast, David Creighton sits down with Paul Beatty to unpack the rapidly shifting global market landscape. They explore how escalating geopolitical tensions, particularly involving Iran, are influencing commodity markets and driving uncertainty for investors.The conversation dives into the implications of rising oil prices, the risk of stagflation, and why defensive positioning may be essential in today’s volatile environment. Beatty also shares insights on inflation being higher than official figures suggest and explains why hard assets like gold, silver, energy, and other commodities may offer protection.The episode also examines the structural dynamics of precious metals markets, including the imbalance between paper and physical gold and silver, and what that could mean for future prices. Finally, Beatty highlights several emerging silver producers that could benefit from tightening supply and growing industrial demand.
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Hard Assets and the Picks for ‘26
We invite you to listen to Episode 25 of the BT Global Growth Podcast*: “Hard Assets and the Picks for ‘26”, recorded on January 26th, 2026, and featuring our very own Paul Beattie and David Creighton.
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ABOUT THIS SHOW
BT Global Perspectives Podcast – Hosted by David Creighton, Chair of the BT Advisory Board, with Paul Beatty, Managing Director and Co-Founder of the BT Global Fund. This episode reviews recent investment performance and emerging market trends. The fund finished last year with record growth of 67% and is already up over 20% in the new year, driven by strong momentum in precious metals and hard assets like silver, platinum, and copper. Paul and David discuss the significance of hard assets, the surge in silver prices, and why the Asian physical markets are increasingly shaping the metals market. The conversation combines insights, humor, and actionable perspectives for investors.
HOSTED BY
BT Global Growth
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