Why Invest?
by W1M Wealth & Investment Management
In this award winning podcast, a team of hosts from W1M are joined by a variety of guests to get under the bonnet of investment-related topics. From deep dives across the full spectrum of asset classes and regions, to broader themes of geopolitics, economics, and entrepreneurism, this podcast aims to demystify the worlds of finance, investment and beyond.
Episodes
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Alyx Wood: Chief Investment Officer of Kernow Asset Management
In this episode, host Luke Hyde-Smith sits down with Alyx Wood, Chief Investment Officer of Kernow Asset Management, to explore his unconventional approach to investing and why he believes today's UK market presents a rare opportunity for active managers. From starting his investment journey at...
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Advika Jalan: Head of Research at MMC Ventures
In this episode of Why Invest? Luke Hyde-Smith is joined by Advika Jalan, Head of Research at MMC Ventures, to explore how artificial intelligence, stablecoins and blockchain are reshaping venture capital. They discuss what makes early-stage investing different, why technology companies are…
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Gemma Wright: Investing in sports, entertainment and media
In this episode of Why Invest? host Luke Hyde-Smith is joined by Gemma Wright, Partner at CVC and a member of its sports, media and entertainment team, to explore the growing role of private equity in sport, entertainment and media. The conversation explores how investment can help sporting...
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Alex Wright: Partner and Global Wealth Strategist at Apollo
In this episode of Why Invest? host, Luke Hyde-Smith is joined by Alex Wright, Partner and Global Wealth Strategist at Apollo, one of the world's largest private markets investment firms. Together, they explore the evolution of private markets, Apollo's growth from a specialist credit investor to…
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Eric Lonergan: Hedge Fund Manager, Economist and Author
In this episode of Why Invest? host Luke Hyde-Smith is joined by macro hedge fund manager, economist and author Eric Lonergan. The conversation explores the importance of market psychology, asset-price behaviour, position sizing and risk management, as well as the need to look beyond short-term...
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Sean Peche: Founder and Lead Portfolio Manager of Ranmore Fund Management
In this episode of the W1M Why Invest? podcast, Luke Hyde-Smith is joined by Sean Peche, Founder and Lead Portfolio Manager of Ranmore Fund Management. Sean discusses the principles behind his global value investing approach, explaining how the team seeks out overlooked opportunities around the...
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Vicky Reynal: Financial psychotherapist and author
In this episode of the Why Invest? podcast, Luke Hyde-Smith and Tom Savile are joined by financial psychotherapist and author Vicky Reynal to explore the powerful connection between psychology and investing. Vicky shares insights from her work helping people navigate everything from fear of...
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Macro Musings with the W1M Multi-Asset Team: Volume 4
In this episode of Why Invest? The W1M Multi-Asset team reviews an eventful first half of 2026, from geopolitical tensions and oil market volatility to the continued strength of AI-related investment and the resilience of equity markets. They discuss the major macro forces shaping portfolios…
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Matthew, Lord Elliott of Mickle Fell
In this episode, host Luke Hyde-Smith is joined by Matthew, Lord Elliott of Mickle Fell, political campaigner, author, House of Lords peer and co-founder of Jobs Foundation. Marking ten years since the Brexit referendum, Matthew reflects on the successes and shortcomings of Brexit, the economic…
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Chris Joye: Chief Investment Officer at Coolabah Capital Investments
In this episode of the Why Invest? podcast, Chris Joye returns to discuss the global macro backdrop, covering inflation, growth, and central bank policy. He shares why he believes inflation will remain stickier than expected, what’s driving global growth, and how AI, fiscal policy and geopolitics...
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David Zervos: Chief Market Strategist at Jefferies
In this episode of Why Invest?, host Luke Hyde‑Smith is joined by David Zervos, Chief Market Strategist at Jefferies, to explore what is driving today’s equity markets and the resilience of the global economy. David explains why recent shocks have done little to derail market momentum, reflecting…
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Alexandra Vidyuk: CEO and Founding Partner of Beyond Earth Ventures
In this episode of Why Invest? host Luke Hyde-Smith is joined by Alexandra Vidyuk, CEO and Founding Partner of Beyond Earth Ventures, to explore the growing importance of deep tech in today’s investment landscape. Alexandra explains how deep tech – rooted in scientific breakthroughs across areas...
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Trevor Noren: Founder of Sage Road Research
In this episode of Why Invest? host Luke Hyde-Smith is joined by Trevor Noren, Founder of Sage Road Research, for a wide-ranging discussion on the forces shaping the investment landscape. Trevor shares his approach to research and why stepping back from the noise of daily market commentary can...
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Macro Musings with the W1M Multi Asset Team: Volume 3
In this latest episode of Macro Musings, the team reviews an eventful quarter for global markets, shaped by geopolitical tensions, rising energy prices and AI volatility. They discuss why markets have recovered so strongly despite ongoing uncertainty and what could drive returns for the rest of...
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Arthur Laffer: Founder and Chairman of Laffer Associates
In this episode of the Why Invest? podcast, host Luke Hyde-Smith is joined by Dr. Arthur Laffer, renowned economist, Founder and Chairman of Laffer Associates and a key figure in the development of supply-side economics. Dr. Laffer shares his perspective on the current global economic climate…
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Matthew Smith: AI Bull and Bear Part 2 ‒ The Bear Case
In this episode of the Why Invest? podcast, hosts Luke Hyde-Smith and Tom Saville speak with Matthew Smith, Co-Founder of QSM Asset Management and a global equities investor. Taking the bearish side of our AI Bull vs Bear series, Matthew shares his perspective on why the current wave of…
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Keith Dear: AI Bull and Bear Part 1 ‒ The Bull Case
In this episode of the Why Invest? podcast, hosts Luke Hyde-Smith and Tom Saville speak with Keith Dear, founder of Cassi AI and former adviser to the UK Prime Minister on science, technology and defence. Keith shares his bullish perspective on the rapid development of artificial intelligence.…
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Benjamin Hall: Exploring the opportunity in China
In this episode of the Why Invest? podcast, hosts Luke Hyde-Smith and James Carter are joined by Benjamin Hall, Manager of the Waverton Asia Pacific Equity Fund. Ben shares his journey into investing and offers a thoughtful perspective shaped by over 15 years' experience across emerging and Asian...
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Alexandra Innes: Non-Executive Director and Board Adviser
In this episode, host Luke Hyde-Smith is joined by Alexandra Innes, a Non-Executive Director and Board Adviser for listed and private companies across financial services, real estate, sports and media. They delve into the shifts shaping the financial services industry, including consolidation,...
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Cassian Scott: CEO and Founder of Instinct Digital
In this episode, we are joined by Cassian Scott, Chief Executive Officer and Founder of Instinct Digital, for a wide-ranging discussion on asset management, technology and regulatory change. Cassian reflects on his career, how reporting and client analytics are evolving, and why human oversight...
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Gerard Minack: Founder of Minack Advisors
In our final episode of 2025, we are joined by macro strategy expert Gerard Minack, for a wide-ranging discussion on markets, policy and risk. Gerard reflects on his career, how macro investing has evolved, and why human behaviour still matters as much as data and technology. The discussion...
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Macro Musings with the W1M Multi Asset Team: Volume 2
In this episode Luke Hyde-Smith, James Mee and Matthew Parkinson return for Volume 2 of the Macro Musings series that brings listeners inside the investment desk to discuss the macro and market themes of the year. The team reflects on policy decisions, market moves, and why inflation remained far...
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Parmy Olson: Technology Columnist at Bloomberg
In this episode of Why Invest? hosts James Carter and Tom Saville are joined by award-winning journalist and Bloomberg columnist Parmy Olson. They discuss the realities behind the AI boom, from the philosophical motivations of tech founders to the subtle risks AI poses to human agency, jobs, and...
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Stephen Clapham: Founder of Behind the Balance Sheet
In this episode of the Why Invest? podcast, host Luke Hyde-Smith is joined by Stephen Clapham, founder of Behind the Balance Sheet, a market-leading consultancy specialising in bespoke investment research and training. Stephen shares his expertise on investment analysis, discussing the importance...
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Tom Duff Gordon: Vice President International Policy, Coinbase
In this episode of Why Invest?, host Luke Hyde-Smith is joined by Tom Duff Gordon, Vice President of International Policy at Coinbase, one of the world’s leading digital asset platforms. They discuss the evolution of Coinbase and how improved regulatory clarity, rising institutional demand and…
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Adam Rozencwajg: Co-Founder and Managing Partner at Goehring & Rozencwajg
In this episode of the Why Invest? podcast, host Luke Hyde-Smith is joined by Adam Rozencwajg, Managing Partner and Co-Founder of Goehring & Rozencwajg Associates, one of the leading voices in natural resource investing. Adam shares his insights on the “revenge of the old economy,” as commodities...
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Will Nutting: Founder of NUTSTUFF
In this episode of the Why Invest podcast, host Luke Hyde-Smith speaks with Will Nutting, Founder of NUTSTUFF, about his refreshingly straightforward approach to investing. Will strips away the jargon to show that successful investing is built on logic, good ideas, and curiosity, not complicated...
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Tycho Mini-Series | Global macro trends with Yuexin Zeng
For this special mini-series, we are recording from the Kepler Alternatives Summit at Wembley Stadium and are thrilled to be joined by six brilliant guests from around the world. In this episode we spend 20mins with Yuexin Zeng, Head of Investor Relations / Macro Analyst at Ocean Arete Limited…
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Tycho Mini-Series | Digital Assets with Ray Dillet
For this special mini-series, we are recording from the Kepler Alternatives Summit at Wembley Stadium and are thrilled to be joined by six brilliant guests from around the world. In this episode we spend 20mins with Ray Dillet, Head of Financial Institutions at Bitwise, to explore digital assets...
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Tycho Mini-Series | Private Equity with Jussi Nyrölä
For this special mini-series, we are recording from the Kepler Alternatives Summit at Wembley Stadium and are thrilled to be joined by six brilliant guests from around the world. In this episode we spend 20mins with Jussi Nyrölä, Founder and CIO of Talomon Capital, to discuss private equity’s…
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Tycho Mini-Series | Value investing with Jeremy Mindich
For this special mini-series, we are recording from the Kepler Alternatives Summit at Wembley Stadium and are thrilled to be joined by six brilliant guests from around the world. In this episode we spend 20mins with Jeremy Mindich, Managing Partner at Scopia, to discuss their long–short...
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Tycho Mini-Series | Long-short investment with James Hanbury
For this special mini-series, we are recording from the Kepler Alternatives Summit at Wembley Stadium and are thrilled to be joined by six brilliant guests from around the world. In this episode we spend 20mins with James Hanbury, Fund Manager at Lancaster Investment Management, to discuss his...
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Tycho Mini-Series | Credit Markets with Christopher Joye
For this special mini-series, we are recording from the Kepler Alternatives Summit at Wembley Stadium and are thrilled to be joined by six brilliant guests from around the world. In this episode we spend 20mins with Christopher Joye, Chief Investment Officer at Coolabah Capital Investments, to...
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ESPRESSO | Macro Musings with the W1M Multi Asset team
In this shorter ‘Espresso’ edit of ‘Macro Musings’, we distil the W1M Multi Asset team’s latest thinking on markets, economics, and investing into an easy to digest, 10-minute episode. Kicking off with memorable quotes from great investors, Luke, James and Matt then turn to the current macro...
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Macro Musings with the W1M Multi Asset team: Volume 1
In this debut “Macro Musings” edition of the Why Invest? podcast, the W1M Multi Asset team opens the door to the conversations normally held behind the scenes. They explore the forces shaping today’s markets - from US exceptionalism and inflationary pressures to liquidity, energy policy, and the...
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Helen Thomas: Founder and CEO of Blonde Money
In this episode of Why Invest, Helen Thomas, Founder and CEO of Blonde Money, discusses how political risk is shaping financial markets. Helen explores the challenges of rising debt, ageing populations and why productivity growth is so critical to fiscal sustainability. She highlights the growing...
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Zahra Ward-Murphy: Strategist at Absolute Strategy Research
In this episode of Why Invest? host, Luke Hyde-Smith, speaks with Zahra Ward-Murphy, Strategist at Absolute Strategy Research (ASR). The conversation explores why ASR currently favours a modest equity overweight, the resilience of US growth, and how regime shifts in policy, inflation, and credit...
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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...
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Chris Wood: Global Head of Equity Strategy at Jefferies
In this episode, host Luke Hyde-Smith is joined by guest co-host Stefan Rheinwald and renowned market strategist and author of the Greed & Fear newsletter, Chris Wood. They explore the current contradictions in the Trump agenda, the state of US equity markets, and the implications of surging AI...
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Ruchir Sharma: Chairman of Rockefeller International and Founder of Breakout Capital
In this episode host, Luke Hyde-Smith, is joined by renowned investor and author Ruchir Sharma, Chairman of Rockefeller International and Founder of Breakout Capital. They discuss Sharma’s top investment trends for 2025 and examine the evolving global economic landscape at the halfway point of…
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Peter Davies: Partner & Head of Developed Markets Strategy at Lansdowne Partners
In this episode, Luke Hyde-Smith speaks with Peter Davies, Partner & Head of Developed Markets Strategy at Lansdowne Partners. Peter reflects on his investment journey, sharing how his experience has shaped his current global long-only approach. Peter outlines the core themes driving Lansdowne’s...
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An Interview with Kallum Pickering: Chief Economist at Peel Hunt
In this episode of the Why Invest? podcast, host Luke Hyde-Smith is joined by Kallum Pickering, Chief Economist at Peel Hunt, for a wide-ranging discussion on key issues shaping the UK’s economic outlook. They explore the links between energy policy, productivity, and long-term growth, as well as...
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An Interview with Paul Podolsky: Founder of Kate Capital LLC
In this episode of Why Invest? host Luke Hyde-Smith is joined by Paul Podolsky, former Bridgewater executive, author, and founder of Kate Capital. Paul shares his journey from journalism in 1990s Russia, to macro investing at one of the world’s most successful hedge funds. They explore the…
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An Interview with Kiril Sokoloff: Founder of 13D Research & Strategy
In this episode of the Why Invest? podcast Luke Hyde-Smith is joined by Kiril Sokoloff, Founder of 13D Research & Strategy. Known for his contrarian and thematic investment approach, Kiril shares insights that bridge finance, geopolitics, philosophy, and history. The discussion explores current...
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An Interview with Alex Payne: Life after the game
In this episode of the Why Invest? podcast, host Luke Hyde-Smith is joined by broadcaster and podcast host Alex Payne. Alex shares the journey from his early days at Sky Sports to launching The Good, The Bad and The Rugby podcast with Mike Tindall and James Haskell, now one of the UK's biggest...
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An Interview with Zuleika Salter: Partner and Head of Private Growth Capital at Cavendish
In this episode of the Why Invest? podcast, hosts James Carter and Alexandra Buchan-Heelas are joined by Zuleika Salter, Partner and Head of Private Growth Capital at Cavendish. The conversation explores the evolving landscape of venture capital in the UK and Zuleika’s own unconventional path…
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An Interview with Bob Brackett: Commodities, cycles & the future of energy
The this episode of the Why Invest? podcast, host Luke Hyde-Smith is joined by Bob Brackett, Head of Americas Energy Transition and Managing Director Senior/Research Analyst at Bernstein, covering Global Metals & Mining. The discussion explores the critical role of commodities in the global...
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An Interview with Saker Nusseibeh: CEO of Federated Hermes
The latest episode of Why Invest? host Luke Hyde-Smith is joined by Jennifer Fisher, Head of Equities and Saker Nusseibeh, CEO of Federated Hermes Limited. The discussion explores the evolution of responsible investing, sustainable finance, and the industry's approach to ESG. They touch on the…
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An Interview with Ben Stafford: CEO of Regenerate Asset Management
In this episode, hosts Tom Saville and Alexandra Buchan-Heelas are joined by Ben Stafford, CEO of Regenerate Asset Management, an impact manager specialising in private markets, with a focus on regenerative agriculture and natural capital. Ben shares his journey from renewable energy to impact...
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An Interview with Brendan Williams: Co-Founder and CEO of NuWave
In our first episode of 2025, host Luke Hyde-Smith is joined by Brendan Williams, Co-Founder and CEO of NuWave, a trailblazing alcohol-free beer brand. The conversation dives into the innovation behind NuWave, a beer that’s not only alcohol-free but also mood-enhancing, thanks to adaptogenic...
About this show
In this award winning podcast, a team of hosts from W1M are joined by a variety of guests to get under the bonnet of investment-related topics. From deep dives across the full spectrum of asset classes and regions, to broader themes of geopolitics, economics, and entrepreneurism, this podcast aims to demystify the worlds of finance, investment and beyond.
Hosted by
W1M Wealth & Investment Management
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