Investing, Markets & Money

Europe’s defence sector has entered a multi-year rearmament cycle — and investors are paying close attention. In this episode of Investing, Markets & Money, we take a deep dive into the European defence industry, exploring how rising military budgets, geopolitical risk, and industrial collaboration are reshaping the sector. Our guest, Aneeka Gupta, Director of Macro Research at WisdomTree , explains: - Why European defence spending is accelerating - How long-term contracts and order backlogs are driving earnings growth - The role of IPOs and smaller specialist defence companies - Why air & missile defence, cyber security, and ammunition are key growth areas - How European defence stocks compare to US peers on growth and valuation - Whether defence investing can now fit within ESG frameworks We also discuss supply-chain constraints, collaboration across Europe, and why this rearmament cycle could last far longer than many investors expect. 📌 This podcast is for information and entertainment purposes only and does not constitute financial advice. 👉 Subscribe for more expert interviews on markets, ETFs, commodities, and global investment themes. #Investing #StockMarket #DefenseStocks #GlobalMarkets #CapitalMarkets #EuropeanDefence #DefenceIndustry #AerospaceAndDefence #EuropeanStocks #EUInvesting #Geopolitics #CyberSecurity #MilitarySpending #DefenseETFs #LongTermInvesting Follow us: BlueSky - https://bsky.app/profile/thearmchairtrader.com Linkedin - https://www.linkedin.com/company/10429893 Instagram - https://www.instagram.com/armchairtrader Facebook - https://www.facebook.com/TheArmchairTrader

In this episode of the Investing, Markets & Money Podcast, host Stuart Fieldhouse is joined by Bruce MacLachlan, President & COO of Bold Ventures. We discuss Bold Ventures’ active drill program in Ontario, including its flagship Burchell Lake Project, located close to a 6 million ounce gold system. Bruce shares details on recent drilling, high-grade gold samples, and what investors should watch for as assays come back over the coming months. We also cover: - Why sentiment at PDAC is improving in 2026 - Bold’s exposure to gold, copper, zinc, nickel & critical minerals - The long-term optionality of the Ring of Fire, including Bold’s carried interest in chromite - How management prioritises capital while limiting shareholder dilution - Near-term catalysts and what could drive valuation going forward This is a must-listen interview for junior mining and resource investors looking for leverage to gold and critical minerals in a strengthening market.

In the latest episode of the Investing Markets and Money podcast, Drew Clark, CEO of Summit Royalties (TSXV:SUM), discusses the explosive growth of his company and why the royalty model remains the "most beautiful part" of the mining industry. Since its public debut just four months ago, Summit has rapidly transformed from a startup with minimal capital into a diversified powerhouse with over 50 royalties in its portfolio. Find out more about Summit Royalties here - https://www.summit-royalties.com/ Sign up to The Armchair Trader free newsletter here - https://www.thearmchairtrader.com/newsletter/ Listen on: Spotify - https://open.spotify.com/show/2vfaIsYhqcRejpjWNqYF6f Apple Podcasts - https://podcasts.apple.com/gb/podcast/the-armchair-trader-podcast/id1454640070 Amazon - https://music.amazon.co.uk/podcasts/68a66097-24d8-403e-a86f-70fab0d2d686/The-Armchair-Trader-Podcast SoundCloud - https://soundcloud.com/armchairtrader/ Follow us: BlueSky - https://bsky.app/profile/thearmchairtrader.com Linkedin - https://www.linkedin.com/company/10429893 Instagram - https://www.instagram.com/armchairtrader Facebook - https://www.facebook.com/TheArmchairTrader 00:00 What are mining royalties? 02:57 Intro to Summit Royalties 04:37 How have Summit grown so quickly? 05:39 Which are the key assets in the portfolio? 08:49 The Saddle North project 09:03 How major is the Star Royalties project? 10:12 What kind of projects do Summit look for? 12:46 Precious Metals outlook 14:17 Importance of networking 15:09 Future plans for Summit Royalties 15:27 The attraction of the royalty model

What are mega trends — and how can investors actually invest in them without falling into hype? In this episode of the Investing, Markets & Money, we’re joined by Pierre Debru, Head of Research at WisdomTree, to unpack how long-term structural shifts create real investment opportunities. We explore: What mega trends are and how they differ from short-term cycles How thematic investing works in practice Why AI, defence spending, and energy demand are driving global change The biggest mistake investors make when buying thematic ETFs Why thematic investing is a winner-takes-most game How diversification, sentiment, and discipline matter over the long term Emerging ideas like physical AI, infrastructure, and strategic metals This conversation is designed for investors looking to understand long-term growth themes, thematic ETFs, and how global trends can shape portfolios over years — not weeks. 🎧 Follow Investing, Markets & Money on SoundCloud for more insights on markets, ETFs, commodities, and global investment trends. This episode is for educational purposes only and does not constitute financial advice.

In this episode of Investing, Markets & Money, we’re joined by @CMEGroup Chief Economist Erik Norland to break down what futures markets are really telling us about the global economy. We discuss: - Why inflation — not recession — is the market’s biggest fear - What soaring gold, silver, and platinum prices are signalling - How futures markets act as an early warning system - Why the bond market may be smarter than the stock market - What the yield curve tells us about growth, rates, and recession risk - How central bank policy and government debt are reshaping markets - Which futures markets affect mortgages, fuel prices, and everyday costs This conversation explains how professional investors read futures, bonds, and commodities — often before the headlines catch up. If you want clearer insight into inflation, interest rates, gold, bonds, and where markets may be heading next, this episode is for you. #Investing #FinancialMarkets #Economy #Inflation #Recession #FuturesMarkets #BondMarket #GoldPrice #InterestRates #YieldCurve #MacroEconomics #Commodities #MarketOutlook #InvestingPodcast 👉 Sign up to our free investing newsletter - https://www.thearmchairtrader.com/newsletter/ Listen on: Spotify - https://open.spotify.com/show/2vfaIsYhqcRejpjWNqYF6f Apple Podcasts - https://podcasts.apple.com/gb/podcast/the-armchair-trader-podcast/id1454640070 Amazon - https://music.amazon.co.uk/podcasts/68a66097-24d8-403e-a86f-70fab0d2d686/The-Armchair-Trader-Podcast SoundCloud - https://soundcloud.com/armchairtrader/ Follow us: X - https://twitter.com/armchairtweets Linkedin - https://www.linkedin.com/company/10429893 Instagram - https://www.instagram.com/armchairtrader Facebook - https://www.facebook.com/TheArmchairTrader Use the chapters to jump to inflation, gold, bonds, or futures market signals. 00:00 What Futures Markets Reveal About the Economy 00:42 What CME Group Does (And Why It Matters) 01:59 How Futures Markets Signal Economic Direction 04:01 Inflation vs Recession: What Markets Fear Most 05:31 Why Central Banks Treat Gold Like a Currency 06:15 Is the Bond Market Smarter Than the Stock Market? 09:10 Bond Vigilantes, Government Debt & Market Discipline 10:42 What a 100-Year Bond Really Tells Investors 12:04 Can Futures Markets Predict Headlines? 13:11 Market Fear, Volatility & the VIX Explained 14:52 Which Futures Markets Affect Everyday Life? 16:26 Commodities as Portfolio Diversifiers 18:11 The Yield Curve Explained (Without Jargon) 20:22 What the Yield Curve Signals Right Now 21:12 One Rule Retail Investors Should Follow in Futures 24:15 Education, Risk & Using Futures Responsibly

Is the UK commercial real estate market poised for a massive rebound? In this episode, Bradley Biggins from Schroder Real Estate Investment Trust reveals why we may have reached a critical turning point. Following a 25% valuation correction, Schroder now forecasts total returns of 8 - 10% per annum over the next four years. Discover how high construction costs are limiting supply and driving rental growth, while the ‘Green Premium’ sees sustainable assets commanding rents up to 40% higher than older units. We also explore the impact of interest rates and hybrid working on future property returns. 00:00 Intro to Schroder Real Estate 01:20 How healthy is the UK's commercial real estate market? 03:18 What's the big drag on lack of supply? 03:53 How has investor appetite varied? 04:56 How do interest rates affect the market? 06:19 EPC ratings 08:17 Occupier sentiment and hybrid working 09:48 Private equity geting involved in the market 11:24 Schroder Real Estate paying dividends 13:39 New acquisitions and disposals 16:54 When to redevelop and when to buy from new 18:31 What's the key selling point for UK commercial property?

In this episode, we sit down with Dr Mike Jones, Managing Director of Impact Minerals [ASX:IPT], to discuss the incredible potential of High Purity Alumina (HPA). From preventing Tesla battery fires to creating scratch-proof sapphire glass, HPA is the critical mineral you haven't heard of yet. Mike explains how the unique Lake Hope Project in Western Australia aims to become the lowest-cost HPA producer globally. We dive into the economics of the project, the recent acquisition of game-changing processing technology, and what this means for investors. Topics covered: What is High Purity Alumina (HPA)? The role of HPA in Lithium-Ion battery safety. How Impact Minerals plans to undercut global production costs. The $1.2 Billion AUD project valuation. Disclaimer: The content of this video is for information and entertainment purposes only and does not constitute financial advice. Always do your own research. #ImpactMinerals #LakeHope #LithiumBattery #HPA #AustralianMining #SyntheticSapphire #Semiconductor #BatteryTech #MikeJones #alumina Listen on: Spotify - https://open.spotify.com/show/2vfaIsYhqcRejpjWNqYF6f Apple Podcasts - https://podcasts.apple.com/gb/podcast/the-armchair-trader-podcast/id1454640070 Amazon - https://music.amazon.co.uk/podcasts/68a66097-24d8-403e-a86f-70fab0d2d686/The-Armchair-Trader-Podcast SoundCloud - https://soundcloud.com/armchairtrader/ Follow us: BlueSky - https://bsky.app/profile/thearmchairtrader.com Linkedin - https://www.linkedin.com/company/10429893 Instagram - https://www.instagram.com/armchairtrader Facebook - https://www.facebook.com/TheArmchairTrader

Quantum computing is moving from theory to reality — and investors are paying attention. In this episode, we break down the future of quantum computing investing, including the race toward Q-day, the rise of post-quantum cryptography, and the companies pushing innovation forward. Our guest, WisdomTree’s Elvira Kuramshina, explains how quantum computers actually work, why they won’t replace classical systems, and the sectors likely to see the biggest disruption across cybersecurity, cloud computing, drug discovery, finance, and more. If you want to understand quantum investing opportunities, the risks, and the timeline to commercialisation, this episode is for you. Topics we cover: - How quantum computers differ from classical machines - Q-day and its impact on global cybersecurity - Post-quantum cryptography and new NIST standards - Public companies leading early quantum adoption - How to approach quantum computing investing - Long-term risks and opportunities for markets Sign up for our free investing newsletter - https://www.thearmchairtrader.com/newsletter/ Chapters: 00:00 What is quantum computing? 04:07 Where does quantum computing fit with AI? 05:37 What is Q-day and why does it matter? 12:27 The quantum ecosystem: hardware, software & cloud 15:04 Quantum computing Government strategies 17:58 Quantum safe standards to future proof systems 19:28 How to think about quantum computing investing 24:16 Are there expansion constraints of the technology? 27:50 Building a quantum computing investment strategy

In this episode of Investing, Markets & Money, we dive into one of the most common questions for new investors in the UK: how do you actually start investing? Whether you're thinking about opening your first Stocks & Shares ISA, exploring SIPPs, or trying to understand the difference between funds, ETFs and individual shares, this episode breaks everything down in plain English. We’re joined by Richard Hunter, Head of Markets at Interactive Investor, winner of the “Best Investment Platform” at the Online Money Awards. Richard shares super-useful insights for beginners — from why keeping all your money in cash can cost you over time, to how diversification works, and why compounding is such a powerful long-term force. In this episode: Why investing often beats cash over the long run The best tax-efficient accounts: ISA vs SIPP Should beginners buy funds, ETFs, or shares? How diversification really works (and what mistakes to avoid) The power of compound interest Hands-off investing options for people who don’t want to stock-pick What Interactive Investor offers for new, early-stage investors If you're just starting your investment journey — or thinking about taking your first step — this episode gives you the confidence and clarity you need. 👉 Listen, follow and share if you enjoy the show 👉 Sign up for our free weekly investing newsletter at www.thearmchairtrader.com/newsletter 👉 Check out more resources at www.ii.co.uk Listen on: Spotify - https://open.spotify.com/show/2vfaIsYhqcRejpjWNqYF6f Apple Podcasts - https://podcasts.apple.com/gb/podcast/the-armchair-trader-podcast/id1454640070 Amazon - https://music.amazon.co.uk/podcasts/68a66097-24d8-403e-a86f-70fab0d2d686/The-Armchair-Trader-Podcast SoundCloud - https://soundcloud.com/armchairtrader/ Follow us: BlueSky - https://bsky.app/profile/thearmchairtrader.com Linkedin - https://www.linkedin.com/company/10429893 Instagram - https://www.instagram.com/armchairtrader Facebook - https://www.facebook.com/TheArmchairTrader 00:00 Introduction to Interactive Investors 02:37 Why should people invest? 04:02 Tax-efficient structures 06:05 Do people tend to buy just stocks, just funds or a mix? 08:42 Investing in what you know 09:18 What help do ii provide to new investors? 10:28 Diversifying your investments 12:35 Having to part with winners 13:53 Compounding 14:59 How often to check your portfolio 16:24 Don't want to make the decisions yourself? 17:33 Find out more about Interactive Investor at ii.co.uk

In this episode of the Investing, Markets & Money podcast, host Stuart Fieldhouse talks with Dan Blondal, CEO of Nano One Materials, about the company’s latest breakthroughs in lithium iron phosphate (LFP) battery technology — and what they mean for investors. Nano One has secured $5 million in new funding from Natural Resources Canada, complementing earlier support from the U.S. Department of Defense and the Government of Quebec, as it scales up its LFP demonstration plant. Blondal explains how this non-dilutive capital helps the company grow while building a cleaner, more sustainable battery supply chain for North America and beyond. We also dive into: ⚡ How Nano One’s patented “one-pot process” eliminates wastewater and reduces costs 🌍 Why governments are backing the decoupling of battery supply chains from China 🤝 Strategic partnerships with Sumitomo Metal Mining and Rio Tinto 🇺🇸 The rise of the Arkansas Lithium Technology Accelerator (ALTA) 💡 What investors can expect next as Nano One expands into Europe If you’re following the EV, clean-tech, or battery materials sectors — or just want to understand where the next big opportunities lie — this is a must-listen conversation. Visit the Nano One website: https://nanoone.ca/ 📩 Get our free newsletter for insights on Stocks, ETFs, Commodities, and Global Markets: www.thearmchairtrader.com/newsletter/ 00:00 More funding for Nano One 02:57 Geopolitical background and decoupling from China 07:52 The Sumitomo collaboration 10:14 Joining the Arkansas Lithium Technology Accelerator (ALTA) program 14:00 Why is Arkansas taking the lead? 15:26 The Rio Tinto partnership 17:35 New patents approved 18:31 Impact of China's export restrictions 22:27 Nano One's involvement with Europe and the G7 24:39 Future plans

In this episode of the Investing, Markets & Money podcast from The Armchair Trader, we talk with Brett Heath, CEO of Metalla Royalty & Streaming (NYSE/TSX: MTA) — an innovative company in the gold and mining royalty space. Brett explains how royalty companies make money without ever operating a mine, the growth story behind Metalla’s $700 million market cap, and why royalties can offer investors exposure to gold, silver, and copper without the same risks faced by traditional miners. Topics covered: • How royalty and streaming models work • Metalla’s $6M investment that became a major gold discovery • Why the royalty model scales with minimal overhead • Outlook for gold, silver, and copper in 2025–2030 • The next growth phase for Metalla Royalty Find more on Metalla Royalties and Streaming. Visit the website: https://www.metallaroyalty.com/ 📩 Subscribe to our free newsletter for reglar insights on Stocks, ETFs, Commodities, and Global Markets: https://www.thearmchairtrader.com/newsletter/ Follow us: BlueSky - https://bsky.app/profile/thearmchairtrader.com Linkedin - https://www.linkedin.com/company/10429893 Instagram - https://www.instagram.com/armchairtrader Facebook - https://www.facebook.com/TheArmchairTrader 00:00 Intro to Metalla Royalty and how royalty companies work 03:51 Hanging on to portfolio companies 05:09 How Metalla sources investments 07:45 Metalla's plans for the next year or two 12:49 Spread of gold, silver and copper companies 13:58 Operational and downside risks 18:16 Criteria for new investments 23:20 Commodity cycle outlook and growing the business 26:56 How do mining companies pay - cash or bullion? 31:24 Can production satisfy projected demand?

Gold and silver are on fire — but can the rally last? In this episode of Investing, Markets & Money, host Stuart Fieldhouse talks with Michael Brown of Pepperstone about what’s really moving global markets. They break down the surge in precious metals, the renewed fears around U.S. banks, and whether debt and deficits could finally catch up with policymakers. Michael shares insights on U.S.–China trade tensions, the AI-driven S&P 500 rally, and why UK stocks remain chronically undervalued. You can find more market insight from Michael and the Pepperstone team here - https://pepperstone.com/en-gb/analysis/ 👉 Subscribe for more insights on markets, ETFs, and investing trends from the world’s top strategists and analysts. 👉 Join our free investing newsletter: https://www.thearmchairtrader.com/newsletter/ 00:00 Precious metals: gold and silver trades 04:50 The US Dollar and US banks 07:45 US debt and borrowing trends 11:25 Tariffs and the US-China trade war 15:25 The S&P 500 and the AI bubble 21:05 UK stocks and the UK budget 25:22 Why such intense speculation on the Budget?

Host Stuart Fieldhouse chats with Jean Roche, manager of the Schroders UK Mid-Cap Investment Trust, to discuss what defines a mid-cap stock, the FTSE 250 outlook, share buybacks, and where she’s finding opportunity in UK defence and retail stocks. If you’ve been wondering whether UK equities are undervalued or how mid-cap investing compares to large and small-cap strategies, this episode offers deep insight from one of the most experienced managers in the market. Our thanks to Schroders for the use of their studio for this episode. You can find out more about Schroder UK Mid-Cap Fund here - https://www.schroders.com/en-gb/uk/individual/funds-and-strategies/investment-trusts/schroder-uk-mid-cap-fund-plc/ 🎧 Subscribe for more investing insights and market analysis every week. 👉 Join our free investing newsletter: https://www.thearmchairtrader.com/newsletter/ Listen on: Spotify - https://open.spotify.com/show/2vfaIsYhqcRejpjWNqYF6f Apple Podcasts - https://podcasts.apple.com/gb/podcast/the-armchair-trader-podcast/id1454640070 Amazon - https://music.amazon.co.uk/podcasts/68a66097-24d8-403e-a86f-70fab0d2d686/The-Armchair-Trader-Podcast SoundCloud - https://soundcloud.com/armchairtrader/ Follow us: BlueSky - https://bsky.app/profile/thearmchairtrader.com Linkedin - https://www.linkedin.com/company/10429893 Instagram - https://www.instagram.com/armchairtrader Facebook - https://www.facebook.com/TheArmchairTrader 00:00 What is a Mid Cap stock? 02:00 Jean's investment philosophy regarding Mid Caps 05:05 Why so many share buybacks right now? 08:13 Why Mid Caps and not Large Caps? 11:25 The wider UK economy and equity market 15:18 UK sectors and themes to watch 18:28 When a company makes it into the FTSE 100 22:20 How does Jean protect the downside risk? 25:00 Key contributors to the trust's performance 27:17 Looking ahead to UK market opportunites and risks

The FCA has just approved listed crypto ETFs for retail investors, opening the door to #Bitcoin and #Ethereum exposure through regular brokerage accounts — no wallets, no private keys, no hassle. In this episode of Investing, Markets & Money, host Stuart Fieldhouse talks with Dovile Silenskyte from WisdomTree's Digital Assets team about what this decision means for UK investors, how #crypto ETPs actually work, and why this could be a game changer for mainstream adoption. We cover: ✅ What makes crypto ETPs safer and simpler than direct crypto ownership ✅ How Bitcoin and Ethereum ETPs are structured and backed ✅ The differences between physical and synthetic exposure ✅ Whether crypto ETPs could soon be held in ISAs and SIPPs ✅ Smart allocation tips — how much crypto might make sense in your portfolio If you’ve been curious about adding crypto exposure without the wallet headaches, this episode is for you. 🎧 Subscribe for more investing insights and market analysis every week. 👉 Join our free investing newsletter: https://www.thearmchairtrader.com/newsletter/ Useful links WisdomTree Europe website - https://www.wisdomtree.eu/en-gb/strategies/crypto-currency FCA approval of Crypto ETPs for retail investors - https://www.thearmchairtrader.com/crypto/a-safer-way-into-the-cryptocurrency-maze/ UK allows crypto ETPs in ISAs and SIPPs - https://www.thearmchairtrader.com/crypto/uk-allows-crypto-in-isas-and-pensions/ #CryptoETF #BitcoinETF #Investing #UKInvestors #WisdomTree #CryptoNews #ETFs #FCA #Ethereum #DigitalAssets #InvestingPodcast #FinancialMarkets #InvestingEducation 00:00 Introduction to WisdomTree in crypto markets 01:54 Allowing access for retail investors 02:50 Managing your own wallets 03:37 What are crypto ETFs? 05:00 Do ETF managers use pure crypto exposure? 05:52 How crypto custody works 08:58 Ethereum yield from staking, and risks 11:15 Benefits for investors of the ETF model 12:00 Reduced liquidity risk 12:40 Including in ISAs and SIPPs 13:33 Coins becoming available 15:36 Leveraged crypto products 17:52 How much to own in your portfolio? 19:08 Actively managed crypto products and fees 22:09 Finding out more at wisdomtree.eu

In this episode of the Investing, Markets & Money podcast, we sit down with Thomas Moore, manager of the Aberdeen Equity Income Investment Trust, winner of Best Investment Trust for Income at the Online Money Awards 2025. Thomas shares his approach to picking dividend stocks that deliver not only high yield but also dividend growth and long-term capital growth. With the trust currently yielding 6.1% and boasting nearly 25 years of uninterrupted dividend increases, we explore how UK equity investors can find opportunities in a market that still yields just 3.2%. 💡 Key topics we cover: Why dividend income matters in 2025 with high living costs How to find UK dividend stocks yielding 5–10% The balance between income and capital growth Why high-yield stocks can also be growth opportunities Stock picking insights from a seasoned income fund manager 👉 Whether you’re focused on dividend investing, income investing, or just looking for the best UK stocks for long-term returns, this episode is packed with insights. Find out more about Aberdeen Investments here - www.aberdeeninvestments.com #Investing #InvestmentTrusts #Equities #Dividends #InvestingPodcast #Markets #WealthBuilding #FinancialMarkets 📩 Subscribe to our free investing newsletter for more insights: https://www.thearmchairtrader.com/newsletter/ 🎧 Listen to more episodes of the Investing, Markets & Money podcast on Spotify, Apple Podcasts, and all major platforms. Spotify - https://open.spotify.com/show/2vfaIsYhqcRejpjWNqYF6f Apple Podcasts - https://podcasts.apple.com/gb/podcast/the-armchair-trader-podcast/id1454640070 Amazon - https://music.amazon.co.uk/podcasts/68a66097-24d8-403e-a86f-70fab0d2d686/The-Armchair-Trader-Podcast SoundCloud - https://soundcloud.com/armchairtrader/ Follow us: BlueSky - https://bsky.app/profile/thearmchairtrader.com Linkedin - https://www.linkedin.com/company/10429893 Instagram - https://www.instagram.com/armchairtrader Facebook - https://www.facebook.com/TheArmchairTrader 00:00 Intro to the Aberdeen Equity Income Trust 01:33 Balancing income and capital growth 04:09 Focus on UK value stocks 08:13 Criteria for picking new companies 11:18 Inflows and outflows from UK equity markets 13:00 Mergers and acquisitions in the market 14:58 Why do companies do share buybacks? 19:36 What does "index-agnostic" mean? 22:03 What has helped the fund's performance recently? 27:30 The effect of politics on UK stocks? 31:22 Looking at British companies with exposure outside the UK 35:30 Effect of tariffs

In this episode of Investing, Markets & Money, we dive into gold and precious metals with Robert Crayfourd, co-manager of the Golden Prospect Precious Metals Fund at CQS New City. The fund has just been named Best Investment Trust for Growth at the 2025 Online Money Awards—and Robert explains the strategy behind its success. You can find more on the awards here - https://www.thearmchairtrader.com/online-money-awards/ Stuart and Robert cover: - Why small & mid-cap miners can deliver better returns than gold ETFs - Central bank gold buying and the weaponization of the dollar - The outlook for gold, silver, and other precious metals in 2025 - How geopolitical risk, US debt, and interest rates shape the sector - The value of active management in mining vs passive ETFs 👉 Don’t miss Robert’s insights on why gold may still be “underowned” and how his team finds opportunities others overlook. If you enjoy these conversations, the best way to support the show is a quick rating or review — it helps more investors discover us. Listen on: Spotify - https://open.spotify.com/show/2vfaIsYhqcRejpjWNqYF6f Apple Podcasts - https://podcasts.apple.com/gb/podcast/the-armchair-trader-podcast/id1454640070 Amazon - https://music.amazon.co.uk/podcasts/68a66097-24d8-403e-a86f-70fab0d2d686/The-Armchair-Trader-Podcast SoundCloud - https://soundcloud.com/armchairtrader/ YouTube - https://www.youtube.com/@armchairtrader Follow us: BlueSky - https://bsky.app/profile/thearmchairtrader.com Linkedin - https://www.linkedin.com/company/10429893 Instagram - https://www.instagram.com/armchairtrader Facebook - https://www.facebook.com/TheArmchairTrader 00:00 Intro to Golden Prospect Precious Metals [LON:GPM] 02:09 How flexible is the trust's mandate? 02:40 The global gold market 05:09 What has been driving the gold price up? 07:25 Geopolitical risk versus central bank holdings 10:55 Why buy an investment trust and not an ETF 12:30 Going on site visits 14:13 Managing risk 16:26 Political elements to running the trust 17:00 The trust's geographic exposure 17:47 Other metals besides gold: silver 20:55 Sustainability and corporate governance 22:41 Miners and government disputes, e.g. Barrick in Mali 23:56 Golden Prospect wins Best Investment Trust for Growth 27:08 Gold/silver producers using cash for development 28:12 Spotting takeover targets 30:20 How have ETFs affected the market? 31:49 The fund's subscription shares rights issue

Stuart meets Rezaah Ahmad of corporate bond marketplace WiseAlpha. They cover the definition of a corporate bond and how they work, the size of the bond market, equity dividends vs bond coupons and what to look out for when considering investing in this type of asset. If you enjoy these conversations, the best way to support the show is a quick rating or review — it helps more investors discover us. Listen on: Spotify - https://open.spotify.com/show/2vfaIsYhqcRejpjWNqYF6f Apple Podcasts - https://podcasts.apple.com/gb/podcast/the-armchair-trader-podcast/id1454640070 Amazon - https://music.amazon.co.uk/podcasts/68a66097-24d8-403e-a86f-70fab0d2d686/The-Armchair-Trader-Podcast SoundCloud - https://soundcloud.com/armchairtrader/ Follow us: BlueSky - https://bsky.app/profile/thearmchairtrader.com Linkedin - https://www.linkedin.com/company/10429893 Instagram - https://www.instagram.com/armchairtrader Facebook - https://www.facebook.com/TheArmchairTrader 00:00 Intro to WiseAlpha Corporate Bonds 01:12 What is a Corporate Bond? 01:45 How they differ from Government Bonds 03:05 How big is the bond market? 03:45 Benefits of Bonds over Equities - dividends vs coupons 05:42 Which companies have corporate bonds, e.g. Ocado? 07:26 Bond holders are ahead of the queue 08:40 Investing in corporate bonds for pensions 09:51 Risks with corporate bonds 12:07 Paying attention to central bank rates 13:13 Bond prices vs bond yields explained 15:41 Bond ratings - investment grade and beyond 17:44 Liquidity - how do you trade? 24:58 Buying and selling on www.WiseAlpha.com

We meet Stuart Thomas of Precidian Investments to learn about the importance of being currency-hedged. We look at what currency hedging is and how to, when you buy a stock listed in a different currency from your own, mitigate the additional risks of currency fluctuation. 🎧 Subscribe and stay updated with insights from leading investors, fund managers, and innovators. #Currencies #Forex #Hedging #Trading #GBP #USD Listen on: Spotify - https://open.spotify.com/show/2vfaIsYhqcRejpjWNqYF6f Apple Podcasts - https://podcasts.apple.com/gb/podcast/the-armchair-trader-podcast/id1454640070 Amazon - https://music.amazon.co.uk/podcasts/68a66097-24d8-403e-a86f-70fab0d2d686/The-Armchair-Trader-Podcast SoundCloud - https://soundcloud.com/armchairtrader/ Follow us: BlueSky - https://bsky.app/profile/thearmchairtrader.com Linkedin - https://www.linkedin.com/company/10429893 Instagram - https://www.instagram.com/armchairtrader Facebook - https://www.facebook.com/TheArmchairTrader 00:00 Intro to Precidian Investments 04:39 What is currency hedging? 07:57 What currency risks are investors exposed to? 10:33 How can traders reduce your currency risks? 13:14 Are there enough ETFs outside the USA? 14:51 Managing the costs and fees of currency hedging 16:53 Does currency hedging matter for intraday traders? 18:27 Does it matter to me? 20:00 ADRs vs. forex futures 23:08 What can go wrong?

Schroder Japan Trust is a London-listed investment trust that is focused on specific single stock opportunities within the larger Japanese equity market. It is an exciting time to be invested in Japan, with a cheap yen and the Japanese government pushing ahead with far-reaching reforms for listed companies. On the podcast we talk to Schroder Japan lead fund manager Masaki Taketsume about running a best ideas portfolio in Japan. We discuss some of the key trends he is seeing in the market, including the yen, interest rates, tariffs and shareholder activism. He also explains the trust’s approach to stock picking and the benefits of investing in under-researched companies. 🎧 Subscribe and stay updated with insights from leading investors, fund managers, and innovators. Listen on: Spotify - https://open.spotify.com/show/2vfaIsYhqcRejpjWNqYF6f Apple Podcasts - https://podcasts.apple.com/gb/podcast/the-armchair-trader-podcast/id1454640070 Amazon - https://music.amazon.co.uk/podcasts/68a66097-24d8-403e-a86f-70fab0d2d686/The-Armchair-Trader-Podcast SoundCloud - https://soundcloud.com/armchairtrader/ Follow us: BlueSky - https://bsky.app/profile/thearmchairtrader.com Linkedin - https://www.linkedin.com/company/10429893 Instagram - https://www.instagram.com/armchairtrader Facebook - https://www.facebook.com/TheArmchairTrader 00:00 Intro to the Schroder Japan Trust 01:45 Market cap of invested companies 02:37 The yen and Japanese interest rates 04:47 The effect of inflation on Japanese companies 05:57 Effect of trade barriers on Japan 08:00 Corporate governance and shareholder interests 11:25 Opportunities with under-researched companies 12:56 Which sectors are looking good? 13:46 Why is active fund management important with Japan equities? 15:17 Activist campaigns in Japan 17:27 Over-diversified business groups 20:24 Outlook for Japanese equities

In this episode of the Investing, Markets & Money podcast, we're diving into the surging commodities markets—with a spotlight on gold and silver—alongside Nitesh Shah, Head of Commodities and Macroeconomic Research at @WisdomTreeEurope . 🔑 Key topics covered: Why gold prices surged to $3,500 How geopolitical risk and de-dollarisation are driving central bank gold buying The silent gold accumulation by central banks—what they’re not reporting Is gold becoming the world’s second reserve currency? Why silver might be the next breakout star, especially with new industrial demand 📈 If you're an investor tracking macro trends, commodity cycles, or global monetary shifts, this is a must-listen. 👉 Subscribe for more expert insights, ETF trends, and global market analysis. #Gold #Silver #Commodities #WisdomTree #InvestingPodcast #CentralBanks #Macroeconomics #GoldPrice #FinancialMarkets #DeDollarisation #InflationHedge #NiteshShah Listen on: Spotify - https://open.spotify.com/show/2vfaIsYhqcRejpjWNqYF6f Apple Podcasts - https://podcasts.apple.com/gb/podcast/the-armchair-trader-podcast/id1454640070 Amazon - https://music.amazon.co.uk/podcasts/68a66097-24d8-403e-a86f-70fab0d2d686/The-Armchair-Trader-Podcast SoundCloud - https://soundcloud.com/armchairtrader/ Follow us: BlueSky - https://bsky.app/profile/thearmchairtrader.com Linkedin - https://www.linkedin.com/company/10429893 Instagram - https://www.instagram.com/armchairtrader Facebook - https://www.facebook.com/TheArmchairTrader 00:00 Gold prices 04:05 De-dollarisation 08:01 Central banks buying gold through intermediaries 10:44 Silver prices 15:42 Is the Gold:Silver ratio a good indicator? 17:25 How liquid is the silver market? 19:02 Platinum prices 23:23 Oil market thoughts 28:24 US administration pro-oil 29:36 Livestock futures 31:01 Commodities for smaller investors

In this episode of Investing, Markets & Money, we explore the growing energy challenges and opportunities across Sub-Saharan Africa. Stuart is joined by Ray Coyle from Energise Africa, a UK-based crowdfunding platform that connects everyday investors with impactful clean energy projects on the continent. We dive into: 🔋 Why over 600 million people in Africa lack access to clean energy ☀️ The untapped solar power potential across Africa 🏠 How solar home systems and green mini-grids are transforming lives 🌍 How clean energy is also a key to solving Africa’s water crisis 💸 How UK investors can get involved in funding renewable energy for underserved communities If you're interested in sustainable investing, global development, or Africa's next big leap in energy infrastructure—this one's for you. Visit https://www.energiseafrica.com to find out more and to access the platform. 🎧 Subscribe and stay updated with insights from leading investors, fund managers, and innovators. #Africa #CleanEnergy #SolarPower #ImpactInvesting #Crowdfunding #EnergiseAfrica #ESG #Markets #InvestingPodcast Listen on: Spotify - https://open.spotify.com/show/2vfaIsYhqcRejpjWNqYF6f Apple Podcasts - https://podcasts.apple.com/gb/podcast/the-armchair-trader-podcast/id1454640070 Amazon - https://music.amazon.co.uk/podcasts/68a66097-24d8-403e-a86f-70fab0d2d686/The-Armchair-Trader-Podcast SoundCloud - https://soundcloud.com/armchairtrader/ Follow us: BlueSky - https://bsky.app/profile/thearmchairtrader.com Linkedin - https://www.linkedin.com/company/10429893 Instagram - https://www.instagram.com/armchairtrader Facebook - https://www.facebook.com/TheArmchairTrader 0:00 Who are Energise Africa? 01:01 Where are the energy shortages in Africa? 02:55 Alternative energy sources for African communities 05:51 Scaling the energy projects 08:49 Sourcing the projects 13:40 Measuring the impact 17:38 Who can invest? 23:40 Project case study 26:46 How investors can get involved

We are joined this week by Jigna Gibb to learn more about ETFS - specifically Commodities ETFs. Jigna is Head of Commodities and Crypto Index Products at Bloomberg and takes us through the growth of this type of investment, who is trading them and the latest trends. We also discuss leveraged ETFs, which are less widely known in the UK than the US, how more people are taking short positions on ETFs, and lastly the friendlier regulatory environment around crypto ETFs. Our apologies for the sound quality in this episode. Listen on: Spotify - https://open.spotify.com/show/2vfaIsYhqcRejpjWNqYF6f Apple Podcasts - https://podcasts.apple.com/gb/podcast/the-armchair-trader-podcast/id1454640070 Amazon - https://music.amazon.co.uk/podcasts/68a66097-24d8-403e-a86f-70fab0d2d686/The-Armchair-Trader-Podcast SoundCloud - https://soundcloud.com/armchairtrader/ Follow us: BlueSky - https://bsky.app/profile/thearmchairtrader.com Linkedin - https://www.linkedin.com/company/10429893 Instagram - https://www.instagram.com/armchairtrader Facebook - https://www.facebook.com/TheArmchairTrader 00:00 What info does Bloomberg have on commodity indices? 02:06 The growth of Commodity ETFs 04:50 A way for private investors to gain exposure to commodities 06:33 Who is trading commodity ETFs? 09:11 Aside from gold and oil, what can you invest in? 10:54 Comparing futures-based vs physical ETFs 13:01 Trends in new commodity ETFs 15:43 Bloomberg's BCOM indices 16:58 What are Leveraged ETFs? 20:28 Taking short positions on ETFs 22:41 Crypto ETFs

In this episode, we're diving deeper into the Majedie Investment Trust, with a special focus on a unique part of the portfolio — special investments. Joining us is Arjun Menon from Marylebone Partners, the trust’s investment advisor. Arjun breaks down what special investments are, how they’re sourced, and why they play a crucial role in delivering high-conviction, high-return opportunities — all while maintaining the trust’s commitment to liquidity and risk management. We’ll also hear about two real-world examples from the portfolio: 📈 An activist play in US restaurant chain Portillo’s, 💼 And a credit-focused opportunity involving Metro Bank’s bonds. Whether you're an experienced investor or just curious about how institutional-grade deals are put together, this episode offers valuable insights into how a blend of external managers, direct equities, and special investments creates a truly distinctive strategy. Listen on: Spotify - https://open.spotify.com/show/2vfaIsYhqcRejpjWNqYF6f Apple Podcasts - https://podcasts.apple.com/gb/podcast/the-armchair-trader-podcast/id1454640070 Amazon - https://music.amazon.co.uk/podcasts/68a66097-24d8-403e-a86f-70fab0d2d686/The-Armchair-Trader-Podcast SoundCloud - https://soundcloud.com/armchairtrader/ Follow us: BlueSky - https://bsky.app/profile/thearmchairtrader.com Linkedin - https://www.linkedin.com/company/10429893 Instagram - https://www.instagram.com/armchairtrader Facebook - https://www.facebook.com/TheArmchairTrader 00:00 Intro to Majedie Investment Trust 02:47 What is a Special Investment? 04:43 Criteria for selecting a new investment 05:17 Activist campaigns: Portillo's 09:34 Metro Bank bond investment 14:01 What asset classes do you invest in? 14:34 Network is everything 15:33 Staying on top of liquidity 17:45 Can these investments be accessed by retail investors? 19:22 How unique is the Majedie trust's portfolio?

Following the Canadian election we catch up with Jordan Zinberg, President & CEO of Bedford Park Capital to discuss the tariff wars, trends in the Canadian market, three of Jordan's favourite small and mid cap stocks and his post-election wishlist. For more great investing ideas, news and insight, sign up to our FREE newsletter at www.thearmchairtrader.com/newsletter/ For stock tips and deeper company analysis get a free trial of Armchair Trader Plus+ at www.thearmchairtrader.com/register Listen on: Spotify - https://open.spotify.com/show/2vfaIsYhqcRejpjWNqYF6f Apple Podcasts - https://podcasts.apple.com/gb/podcast/the-armchair-trader-podcast/id1454640070 Amazon - https://music.amazon.co.uk/podcasts/68a66097-24d8-403e-a86f-70fab0d2d686/The-Armchair-Trader-Podcast SoundCloud - https://soundcloud.com/armchairtrader/ Follow us: BlueSky - https://bsky.app/profile/thearmchairtrader.com Linkedin - https://www.linkedin.com/company/10429893 Instagram - https://www.instagram.com/armchairtrader Facebook - https://www.facebook.com/TheArmchairTrader 00:00 Intro to the Bedford Park Capital fund 01:00 Why no resource bias to the fund? 02:10 The fund's performance 03:17 Canada's exposure to the US tariffs 06:17 Protecting yourself from unpredictability 07:28 Current trends in the Canadian market 08:50 How can you handle volatility? 10:11 IPO activity in Canada 10:54 Is there a sector that Jordan favours? 11:51 A post-election wishlist 14:05 Jordan's favourite stocks 19:33 Looking for dividend stocks 21:44 High-quality family businesses in Canada 24:16 Shareholder activism

On March 7, we tipped Tesla (TSLA) as a short opportunity when it was trading at $270, down sharply from its $488 post-election high. Since then, the stock has seesawed between $259 and $288, caught in a whirlwind of tariff uncertainty and market indecision. Now, following Tesla's latest earnings, we're diving deep into what’s really driving the stock: 🔻 Why Tesla remains one of Wall Street’s most shorted stocks 🔥 How vandalism, arson, and plummeting European sales are adding pressure 💰 The role of regulatory credits in Tesla’s profitability 📉 Is now the time to stay short or shift strategy? Join The Armchair Trader as we break down the numbers, sentiment, and strategies every investor should consider.

In this podcast, host Stuart Fieldhouse speaks with Fenix Resources Executive Chairman, John Welborn. John talks about Fenix's simple mining extraction, transport logistics and port services. and their part in Western Australia exporting $60bn of iron ore to China. Stuart and John also discuss how iron ore prices have continued to perform well but given China's economic struggles, John gives his view on other areas that can sustain steel production going forward. John suggests that the market is irrationally pricing Fenix shares and suggests there could be a re-rate on the back of its production expansion. 00:00 Intro to Fenix Resources 02:23 The Iron Ridge Mine asset 02:54 Western Australia and the global iron ore market 04:17 Who's buying the iron ore? 05:10 Fenix also has a logistics arm 10:45 Other projects and the CZR takeover bid 12:02 Fenix's financial performance 13:08 The iron ore market this year 16:36 Sustainability 19:14 Future plans

Stuart meets Richard Sennitt, fund manager of Schroder Oriental Income [LON:SOI] to discuss the Asia-Pacific outlook, how Asian companies pay dividends compared with US/UK firms, and what the future may hold for China and the greater region. For more great investing ideas, news and insight, sign up to our FREE newsletter at www.thearmchairtrader.com/newsletter/ For stock tips and deeper company analysis get a free trial of Armchair Trader Plus+ at www.thearmchairtrader.com/register Listen on: Spotify - https://open.spotify.com/show/2vfaIsYhqcRejpjWNqYF6f Apple Podcasts - https://podcasts.apple.com/gb/podcast/the-armchair-trader-podcast/id1454640070 Amazon - https://music.amazon.co.uk/podcasts/68a66097-24d8-403e-a86f-70fab0d2d686/The-Armchair-Trader-Podcast SoundCloud - https://soundcloud.com/armchairtrader/ Follow us: BlueSky - https://bsky.app/profile/thearmchairtrader.com Linkedin - https://www.linkedin.com/company/10429893 Instagram - https://www.instagram.com/armchairtrader Facebook - https://www.facebook.com/TheArmchairTrader 00:00 Intro to Schroders Oriental Income investment trust 04:21 How do Asian company dividends compare with US/UK? 05:57 Outlook for yields in the region 09:54 How does the trust beat the benchmark? 12:30 Investment opportunities in financial services and technology 18:03 Changes in the Asian and ASEAN markets 20:55 Richard's view on China 25:38 Future growth in Asia-Pacific 27:44 How does Richard choose stocks for the fund?

With the financial markets taking a hit as Trump's 'Liberation Day' tarrifs take effect, The Armchair Trader team take a look at five stocks from the UK and Europe that have very little exposure to US tariffs. Here's a link to our Defence Stocks podcast with Aneeka Gupta of WisdomTree - https://www.youtube.com/watch?v=mCVP_65vAiA As mentioned in the show here's a link to our Podcast with Mark Segal of Gaming Realms - https://www.youtube.com/watch?v=fGwb6IZpYkw You can find further insight on these stocks, and many more through our Members content. Sign up for a free trial here - https://www.thearmchairtrader.com/register/ Listen on: Spotify - https://open.spotify.com/show/2vfaIsYhqcRejpjWNqYF6f Apple Podcasts - https://podcasts.apple.com/gb/podcast/the-armchair-trader-podcast/id1454640070 Amazon - https://music.amazon.co.uk/podcasts/68a66097-24d8-403e-a86f-70fab0d2d686/The-Armchair-Trader-Podcast SoundCloud - https://soundcloud.com/armchairtrader/ Follow us: BlueSky - https://bsky.app/profile/thearmchairtrader.com Linkedin - https://www.linkedin.com/company/10429893 Instagram - https://www.instagram.com/armchairtrader Facebook - https://www.facebook.com/TheArmchairTrader 00:00 Trump's 'Liberation Day' tariffs 01:56 Not the time to sell 03:23 Babcock 06:25 ME Group 08:09 Implenia 11:14 Volution Group 12:43 Big reversal out of Magnificent 7 stocks 13:20 Gaming Realms

On the podcast in this episode, host Stuart Fieldhouse chats with Aneeka Gupta, Director of Macroeconomic Research at WisdomTree about the health of the European Defence sector and how governmental spending is impacting on defence stocks. For more great investing ideas, news and insight, sign up to our FREE newsletter at www.thearmchairtrader.com/newsletter/ For stock tips and deeper company analysis get a free trial of Armchair Trader Plus+ at www.thearmchairtrader.com/register 00:00 What exactly is the Defence sector? 02:04 Do European defence companies especially benefit from Trump's 'America First' 05:24 Are current valuations justified? 08:35 Are there overlooked companies in the European defence sector? 10:24 Are US defence stocks the likely losers? 12:58 ESG and Defence 15:08 Cybersecurity companies now sit within the Defence sector 16:31 The Asia-Pacific defence sector

India has been one of the hottest global markets for some time, outperfoming China. Podcast host Stuart Fieldhouse meets James Thom, co-manager of the abrdn New India Investment Trust [LON:ANII] to find out how he selects Indian stocks for his portfolio, how the economy will develop and if the Indian success story can continue. For more great investing ideas, news and insight, sign up to our FREE newsletter at www.thearmchairtrader.com/newsletter/ For stock tips and deeper company analysis get a free trial of Armchair Trader Plus+ at www.thearmchairtrader.com/register 00:00 Intro to the abrdn New India Investment Trust 01:40 Why should investors look at India? 03:40 Is India's growth sustainable? 06:16 The importance of India's rural economy 09:10 The hot India IPO market 11:34 Which sectors look the best right now? 14:44 How do you select Indian stocks? 17:03 Star fund managers vs a team-based approach

There has been a lot of talk about the blockchain and how much of a game-changer it is going to be in the technology space, affecting all our lives. But what is blockchain, and how do investors access those growth dynamics? In this podcast, host Stuart Fieldhouse chats to Blake Heimann, senior associate for quantitative research at WisdomTree, about the current trends and innovations in blockchain. On the podcast we discuss how WisdomTree accesses the blockchain sector in an ETF wrapper and what the long-term regulatory and scalability issues are for the sector. Also in focus are security issues and the importance of the management teams behind successful blockchain projects. We also get a chance to chat about volatility risks within blockchain and the wider sectors which stand to benefit the most from blockchain disruption. For more great investing ideas, news and insight, sign up to our FREE newsletter at www.thearmchairtrader.com/newsletter/ For stock tips and deeper company analysis get a free trial of Armchair Trader Plus+ at www.thearmchairtrader.com/register 00:00 Intro to investing in Blockchain 03:35 Blockchain trends and innovations 08:47 How can you evaluate a blockchain project? 16:02 The SEC and other regulators 23:02 Is security still an issue for large blockchain projects? 26:01 Looking at the management teams 29:19 Volatility risks 33:51 Sectors set to benefit from blockchain

Host Stuart Fieldhouse meets Steve Kesler, Executive Chairman of CleanTech Lithium [LON:CTL] to discuss the growth in global lithium demand from battery storage, the company's Chilean projects and the new share offer for investors. For more investing ideas, news and insight, sign up to our FREE newsletter at www.thearmchairtrader.com/newsletter/ If you enjoy the podcast, like and subscribe for more great content. Listen on: Spotify - https://open.spotify.com/show/2vfaIsYhqcRejpjWNqYF6f Apple podcast - https://podcasts.apple.com/gb/podcast/the-armchair-trader-podcast/id1454640070 Amazon - https://music.amazon.co.uk/podcasts/68a66097-24d8-403e-a86f-70fab0d2d686/The-Armchair-Trader-Podcast Soundcloud - https://soundcloud.com/armchairtrader/ Follow us: X - twitter.com/armchairtweets Linkedin - www.linkedin.com/company/10429893 Instagram - www.instagram.com/armchairtrader Facebook - www.facebook.com/TheArmchairTrader 00:00 Intro to CleanTech Lithium 01:29 An update on the Laguna Verde project 03:30 What sets apart the company's Chilean projects? 04:42 Green lithium 06:16 Near-term milestones and the ASX listing 08:44 New share offer for retail investors 10:36 Why is now a good time to look at CleanTech Lithium? 11:38 The lithium market 14:18 US tariffs and China export restrictions 18:23 Main markets for CTL's product 20:03 Growing demand from battery storage projects

Host Stuart Fieldhouse meets Ross Driver of Foresight Solar Fund [LON:FSFL] which invests in UK and global solar energy projects. They discuss the kinds of assets managed by the fund, battery storage infrastructure, and planning restrictions. The fund balances the twin objectives of growth and income - how does it do that, and how important are electricity prices to the fund's performance? For more great investing ideas, news and insight, sign up to our FREE newsletter at www.thearmchairtrader.com/newsletter/ For stock tips and deeper company analysis get a free trial of Armchair Trader Plus+ at www.thearmchairtrader.com/register 00:00 Intro to Foresight Solar Fund 02:59 What does a typical asset in the fund look like? 04:46 Balancing both income and growth objectives 10:41 Selling on assets 12:24 Battery storage infrastructure investment 15:04 Planning restrictions on solar farms 17:29 Government support 20:00 How much will solar contribute to UK power needs in ten years' time? 22:39 Constraints on the growth of solar 25:47 How important are electricity prices to the fund's performance? 33:09 Strategy outside the UK 36:08 Measuring the social value of the fund

In this episode, host Stuart Fieldhouse speaks with Chris Doornbos of E3 Lithium about demand for lithium, how direct lithium extraction works, using Alberta's legacy of oil drilling knowledge and infrastructure, and why E3 makes such an attractive case for a strategic partner. Watch the video of the interview on our YouTube channel. www.youtube.com/@armchairtrader For more investing ideas, news and insight, sign up to our FREE newsletter at www.thearmchairtrader.com/newsletter/ If you enjoy the podcast, like and subscribe for more great content. Listen on: Spotify - https://open.spotify.com/show/2vfaIsYhqcRejpjWNqYF6f Apple podcast - https://podcasts.apple.com/gb/podcast/the-armchair-trader-podcast/id1454640070 Amazon - https://music.amazon.co.uk/podcasts/68a66097-24d8-403e-a86f-70fab0d2d686/The-Armchair-Trader-Podcast?ref=dm_wcp_pp_link_pr_s Soundcloud - https://soundcloud.com/armchairtrader/ Follow us: X - twitter.com/armchairtweets Linkedin - www.linkedin.com/company/10429893 Instagram - www.instagram.com/armchairtrader Facebook - www.facebook.com/TheArmchairTrader 00:00 Intro to E3 Lithium and extracting lithium 02:29 Progress with the direct extraction project 03:50 A miner going vertical - using local knowledge and infrastructure 06:47 Exploiting legacy oil drilling data 07:48 Future plans: lithium carbonate and funding 10:00 What's so special about Alberta's lithium brine? 12:18 Company financials: cash in bank, federal grants 15:10 The urgency to onshore lithium production in Canada 18:20 Demand for lithium in North America 21:10 M&A in the lithium sector, and plans for E3 Lithium 25:07 The ideal strategic partner

Host Stuart Fieldhouse speaks with Gavin Ferrar of London-listed Central Asia Metals [LON:CAML] about CAML's mining projects in Kazakhstan and Macedonia. How do tailings projects work, how is sustainability managed and what are CAML's future growth plans. For more investing ideas, news and insight, sign up to our FREE newsletter at https://www.thearmchairtrader.com/newsletter/ If you enjoy the podcast, like and subscribe for more great content. Listen on: Spotify - https://open.spotify.com/show/2vfaIsYhqcRejpjWNqYF6f Apple podcast - https://podcasts.apple.com/gb/podcast/the-armchair-trader-podcast/id1454640070 Amazon - https://music.amazon.co.uk/podcasts/68a66097-24d8-403e-a86f-70fab0d2d686/The-Armchair-Trader-Podcast?ref=dm_wcp_pp_link_pr_s Soundcloud - https://soundcloud.com/armchairtrader/ Follow us: BlueSky - https://bsky.app/profile/thearmchairtrader.com Linkedin - https://www.linkedin.com/company/10429893 Instagram - https://www.instagram.com/armchairtrader Facebook - https://www.facebook.com/TheArmchairTrader 00:00 Overview of Central Asia Metals PLC 01:21 Financial performance of CAML 01:39 Kounrad copper mine in Kazakhstan 02:57 Profitability of CAML's operations 04:20 What are tailings and how much do CAML own? 06:14 Demand for copper and the role of tailings projects 07:51 CAML's Sasa project in Macedonia 09:32 Future projects and growth strategy 12:05 Keeping costs down with solar power 13:18 Sustainability of the mining industry

In the episode of the podcast, host Stuart Fieldhouse speaks with Ross Allister of Peel Hunt about the state of the mining sector in the UK, the difficulties that junior miners can face accessing capital and where investors might look for growth areas, whether lithium, hydrogen, silver or otherwise. You can watch the video of the interview on our YouTube channel. www.youtube.com/@armchairtrader For more investing ideas, news and insight, sign up to our FREE newsletter at www.thearmchairtrader.com/newsletter/ If you enjoy the podcast, like and subscribe for more great content. Listen on: Spotify - https://open.spotify.com/show/2vfaIsYhqcRejpjWNqYF6f Apple podcast - https://podcasts.apple.com/gb/podcast/the-armchair-trader-podcast/id1454640070 Amazon - https://music.amazon.co.uk/podcasts/68a66097-24d8-403e-a86f-70fab0d2d686/The-Armchair-Trader-Podcast?ref=dm_wcp_pp_link_pr_s Soundcloud - https://soundcloud.com/armchairtrader/ Follow us: X - twitter.com/armchairtweets Linkedin - www.linkedin.com/company/10429893 Instagram - www.instagram.com/armchairtrader Facebook - www.facebook.com/TheArmchairTrader 00:00 Intro to the Resourcing Tomorrow @resourcing-tomorrow conference 01:27 The state of the UK junior mining sector 06:00 What can be done to make London more attractive for miners? 07:48 Mining and ESG 09:36 Hot areas of the mining market 12:13 Junior miners market sentiment and availability of capital 15:08 Importance of retail investors to the mining sector 16:25 Advice for mining companies thinking of listing in London 18:49 2025 forecast

Host Stuart Fieldhouse meets Martin Connaghan, co-manager of the Murray International Trust. Murray International, listed in London and acquired by abrdn in 2001, is regarded as a sector leader in terms of the dividend yield it is able to deliver to investors. But how does a fund manager go about achieving such great results? Stuart talks to Martin about his allocation to emerging markets and how that fits into the Murray International strategy, and in particular about the red hot Asia tech stock sector. Stuart and Martin also chat about the fund’s overall strategy and some recent new additions to the portfolio. How do the managers make the case of buying a new position for the fund? Martin also explains how the managers have designed the defensive characteristics of the portfolio, and what this means in practice. For more great investing ideas, news and insight, sign up to our FREE newsletter at www.thearmchairtrader.com/newsletter/ For stock tips and deeper company analysis get a free trial of Armchair Trader Plus+ at www.thearmchairtrader.com/register 00:00 Intro to the Murray International Trust 02:21 What the trust invests in 03:51 When companies suspend dividends 06:11 Secret to a great dividend yield 08:17 Emerging markets allocation 11:32 Asia Pacific tech sector growth 14:26 Are Asian stocks consistent dividend payers vs Europe/US stocks? 16:55 Adding Mercedes-Benz to the portfolio 19:49 Macroeconomic factors in stock selection 22:24 Why is the trust rated as defensive?

In this brief episode, host Stuart Fieldhouse speaks with Dan Blondal of Nano One Materials about China's new trade restrictions on LFP (Lithium-Iron-Phosphate). This move may well impact Nano One positively, since China supplies 99% of the world's LFP market, and Nano One is one of the few ex-China manufacturers. For more great investing ideas, news and insight, sign up to our FREE newsletter at www.thearmchairtrader.com/newsletter/ For stock tips and deeper company analysis get a free trial of Armchair Trader Plus+ at www.thearmchairtrader.com/register 00:00 The new China trade restrictions on LFP 01:51 How much of a lead do China have in the LFP and battery space? 02:49 How important is this battery technology? 05:10 Implications for Nano One 07:42 Scaling Nano One's technology to meet demand 09:45 LFP is coming!

We kick off the new year with host Stuart Fieldhouse talking to Gary Robinson, a partner at Baillie Gifford and the manager of the Baillie Gifford US Growth Trust [LON;USA], a FTSE 250 constituent. It seems like a timely discussion with so much focus on the US market at the moment. and with hedge fund Saba Capital seeking to take control of the trust's board. On the podcast we chat about the investment trust's strategy and especially its exposure to unlisted companies. We look at how the trust optimises its exposure to the US tech sector and whether the Mag 7 stocks are distracting tech investors from other opportunities. Gary also gives us his views on how to spot the next big technology success story. It's not all tech though: we also had time to look at the US healthcare sector and of course the likely impact of Donald Trump on the US stock market. Listeners should be aware that the podcast was recorded prior to Saba Capital's announcement on 18 December in which it said it would seek governance changes at seven listed trusts. For more great investing ideas, news and insight, sign up to our FREE newsletter at www.thearmchairtrader.com/newsletter/ For stock tips and deeper company analysis get a free trial of Armchair Trader Plus+ at www.thearmchairtrader.com/register 00:00 Intro to the Baillie Gifford US Growth Trust 03:18 Private companies in the portfolio 06:21 Why large tech companies decide not to IPO 08:12 The Mag7 stocks 10:40 Findind the next Amazon or Nvidia 14:14 Corporate culture and visionary management teams 16:33 Healthcare sector holdings 19:04 Will the new presidency be good for US growth stocks? 21:38 Gary's two favourite stocks

This week, Host Stuart Fieldhouse meets Yoojeong Oh, Investment Director of the abrdn Asian Income Fund. Stuart and Yoojeong discuss company dividends, the break-up of the chaebol conglomerates in South Korea, being underweight India and China and Yoojeong's favourites favourite stocks within the trust's portfolio. For more great investing ideas, news and insight, sign up to our FREE newsletter at www.thearmchairtrader.com/newsletter/ If you enjoy the podcast, like and subscribe for more great content. 00:00 Intro to the abrdn Asian Income Fund 02:36 Dividends in Asia during Covid 04:01 Are there any restrictions on where the trust can invest in Asia? 04:57 Effect of Trump 2.0 on Asian markets 07:21 China's struggling economy - a good buying opportunity? 10:59 Which economies will do well in 2025? 12:52 Is India running too hot? 16:26 Pressure on companies to pay more dividends 18:17 What's to like about Australia? 20:27 Are Asia Pacific companies becoming more proactive in talking to shareholders? 25:43 South Korea and the break-up of the chaebols 30:41 Yoojeong's favourite companies in the abrdn Asian Income Fund portfolio

In this episode, host Stuart Fieldhouse meets Thomas Moore, Investment Director for the abrdn Equity Income Trust [LON:AEI]. They discuss the balance between yield and capital growth, hunting for cheap stocks and how the UK budget, interest rates and inflation affect the fund manager's decision-making. For more great investing ideas, news and insight, sign up to our FREE newsletter at www.thearmchairtrader.com/newsletter/ For stock tips and deeper company analysis get a free trial of Armchair Trader Plus+ at www.thearmchairtrader.com/register If you enjoy the podcast, like and subscribe for more great content. 00:00 Intro to abrdn Equity Income Trust 01:57 Balance between yield and capital growth 05:00 Is the UK equity market undervalued vs other regions? 08:48 Sector breakdown of the trust - why so many financial stocks? 11:38 Active management - getting the yield 12:39 Maximum holdings in any one stock 13:40 Is the new Government positive for UK equities? 17:24 Does the UK budget affect Thomas's decision-making? 21:32 Inflation and interest rates dropping - is this good news? 24:23 The ideal stock for Thomas's portfolio 27:13 Imperial Brands - what does Thomas like about it? 31:03 Small caps in the portfolio, e.g. Galliford Try

On this episode, host Stuart Fieldhouse speaks with Nitesh Shah of WisdomTree. Nitesh updates us on global Precious Metals markets, looking at key drivers of demand and bottlenecks in supply. Stuart and Nitesh focus in particular on the gold price, which has been hitting all-time highs over the last year. For more great investing ideas, news and insight, sign up to our FREE newsletter at www.thearmchairtrader.com/newsletter/ For stock tips and deeper company analysis get a free trial of Armchair Trader Plus+ at www.thearmchairtrader.com/register If you enjoy the podcast, like and subscribe for more great content. 00:00 Gold price drivers and sentiment 04:23 Geopolitical risks for the gold market 10:13 Central bank buying of gold 15:39 Silver market update 21:58 Platinum and palladium market update 28:20 Trading other precious metals, e.g. Rhodium 31:30 How much do ETFs themselves influence the metals markets? 36:40 Seasonal demand for gold

Host Stuart Fieldhouse meets Zefiro Methane [CBOE:ZEFI] [ETR:Y6B] CFO Mohit Gupta to discuss the challenge of methane emissions, as many thousands of uncapped wells leak this harmful greenhouse gas into the atmosphere. They talk about US Government grants, generating carbon credits as a by-product and future plans for the business. For more great investing ideas, news and insight, sign up to our FREE newsletter at www.thearmchairtrader.com/newsletter/ For stock tips and deeper company analysis get a free trial of Armchair Trader Plus+ at www.thearmchairtrader.com/register If you enjoy the podcast, like and subscribe for more great content. 00:00 Intro to Zefiro 03:18 Scale of the challenge with methane 05:19 Why the focus on a small number of US states? 07:36 The integration of Plants & Goodwin 09:04 US Government cash 10:39 Generating carbon credits 13:38 How do carbon registries work? 15:02 How is the company doing financially? 16:46 About the management team 18:03 Future plans 24:24 Skepticism about carbon credits

Host Stuart Fieldhouse meets Peter Hewitt, fund manager of the CT Global Managed Portfolio Trust [LON:CMPI] on this episode. They discuss what Peter looks for in new stocks, to what extent discount levels present a buying opportunity, and why people who would otherwise invest in ETFs and Big Tech stocks should also consider investment trusts. For more great investing ideas, news and insight, sign up to our FREE newsletter at www.thearmchairtrader.com/newsletter/ For stock tips and deeper company analysis get a free trial of Armchair Trader Plus+ at www.thearmchairtrader.com/register If you enjoy the podcast, like and subscribe for more great content. 00:00 Introduction to the Global Managed Portfolio Trust 09:23 What happens if the trust trades at a premium? 11:03 A good trust for beginners? 20:38 What do you look for in new additions? 25:49 Are discount levels a buying opportunity? 30:05 Why should ETF and Big Tech investors consider investment trusts?

Stuart Fieldhouse catches up with Dan Blondal, CEO of battery materials firm Nano One. Nano One is listed on the Toronto Venture Stock Exchange [TSX:NANO] and NASDAQ [NDQ:NNOMF]. They discuss the new partnership with Worley Chemetics, and funding from the US Department of Defense. Dan provides details on his plans for the next 12-18 months. For more great investing ideas, news and insight, sign up to our FREE newsletter at www.thearmchairtrader.com/newsletter/ If you enjoy the podcast, like and subscribe for more great content. 00:00 Update on the Worley Chemetic partnership 06:27 How does it contribute to the bottom line? 07:39 Nano One and the US Department of Defense 12:08 Canadian Government funding 13:28 Income from sale of land 15:33 Change of chairman 18:33 Future plans

We meet Aneeka Gupta, Director of Macroeconomic Research at WisdomTree, to talk about the end of high inflation, why smallcaps are looking historically oversold, and the US, Indian, European and Japanese economies. For more great investing ideas, news and insight, sign up to our FREE newsletter at www.thearmchairtrader.com/newsletter/ For stock tips and deeper company analysis get a free trial of Armchair Trader Plus+ at www.thearmchairtrader.com/register If you enjoy the podcast, like and subscribe for more great content. 00:00 Is this the end of the current high-inflation cycle? 02:41 Crowded house: concentration of trades in the Mag7 stocks 05:08 Opportunities in oversold smallcaps 07:51 US election affecting US stocks 11:42 Emerging Markets getting more interest from investors 17:31 India overheating and red hot IPOs 21:48 Which European Equity sector look strongest? 24:03 Drivers in the Japanese economy 30:07 WisdomTree's view on gold

In this podcast, Stuart Fieldhouse chats with Dennis Higgs, President of Austin Gold Corp about their Stockade and Lone Mountain gold/silver projects. They also discuss the recent record highs in the gold price and what Austin Gold looks for in a great mining project. If you enjoy the podcast, like and subscribe for more great content. 00:00 Intro to Austin Gold Corp 03:56 The Stockade Mountain project 06:59 Lone Mountain and the Carlin Trend 09:20 The gold price and how it affects investor enthusiasm 11:35 What Austin looks for in a new mining project 12:21 Using historic mining data 13:17 The US as a mining jurisdiction 16:31 Austin Gold's financial situation

On this episode of the Investing, Markets and Money podcast, Stuart Fieldhouse chats with ARK Invest CEO Cathie Wood to talk about Active ETFs. Cathie talks about US index tracker funds, what Warren Buffett is going to do with all his cash, how investors can benefit from the Artificial Intelligence (AI) revolution, and more. If you enjoy the podcast, like and subscribe for more great content. 00:00 Intro to ARK Invest and Cathie Wood 04:26 Do index-tracking ETFs really reflect what's happening in the US stockmarket? 11:51 Impact on US stocks of US election results 14:27 Warren Buffett: "What are you gonna do with all of your cash?" 20:26 Federal Reserve rate cuts and effect on US equities 25:06 Artificial Intelligence: how can investors benefit 28:21 The growth of Active ETFs

On the Investing Markets & Money podcast this week, Editor Stuart Fieldhouse chats with Dan Higgins, CIO at Marylebone Partners, to get some insights into the Majedie investment trust and Marylebone's approach to money management. Dan walks Stuart through Majedie's multi-faced approach to investment management and how the trust has evolved since Marylebone began advising it. Find out more about Majedie at www.majedieinvestments.com Disclaimer: This podcast is for informational purposes, it is aimed at professional customers only and not intended for retail customers, this is not an invitation to invest, nor does it constitute investment advice. Investments and the income from them can go down as well as up and is not guaranteed at any time. For more great investing ideas, news and insight, sign up to our FREE newsletter at www.thearmchairtrader.com/newsletter/ For stock tips and deeper company analysis get a free trial of Armchair Trader Plus+ at www.thearmchairtrader.com/register If you enjoy the podcast, like and subscribe for more great content. 00:00 Introduction to Marylebone Partners and Majedie Investments 03:37 What is a "liquid endowment approach"? 06:11 What sort of fund managers do you invest with? 10:30 Why has it been hard for retail investors to get access to these sorts of opportunities? 13:23 How do you manage risk in the portfolio including liquidity risk? 20:02 What sort of companies do you invest in directly, and why blend this with a fund of funds approach? 23:09 What does the special investment category of the trust cover? 31:35 Since you took over advising Majedie, Marylebone has been implementing your own strategy, but this obviously takes time. It seems to be bearing fruit as the discount on the trust has narrowed. Can you explain a bit about the process and the time horizon required? 36:44 Why should investors look into Majedie?

We meet Rob Peterman, Chief Commercial Officer at the Toronto Stock Exchange, to look at the newly released TSX30 list of top-performing Canadian companies. For more great investing ideas, news and insight, sign up to our FREE newsletter at www.thearmchairtrader.com/newsletter/ For stock tips and deeper company analysis get a free trial of Armchair Trader Plus+ at www.thearmchairtrader.com/register If you enjoy the podcast, like and subscribe for more great content. 00:00 What is the TSX30? 03:04 The sectors dominating 2024's TSX30 05:20 Trends to be seen in this year's TSX30 09:33 What can we learn from the dividend picture of the TSX 30 components this year, compared with when the list was first launched? 11:28 How are leading Canadian companies using and raising capital? 13:12 Which companies are consistently in the TSX30, and why? 15:06 What does the TSX30 tells us about Canadian and global markets? 17:32 What does the TSX30 tell non-Canadian investors about the Canadian stock market? 19:40 Find out more about the TSX30