Fridays with Frank: Playing the long game, portfolio formations and backing what's in form

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Recorded16 Jul 2026

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Show notes

Nigel and Frank go full tactics board this week, using England's World Cup semi-final as the launchpad for a deep dive into the strategic asset allocation process. From why going "all-defence" after a big goal rarely pays off, to finding the portfolio's star striker and building a squad where every asset covers for the next, it's a look at how the team balances attack and defence across market cycles. Plus, the week in markets: strong US bank earnings, a rough one for IBM, cooling inflation data, and why the Strait of Hormuz might be the wildcard substitute that changes the whole game.

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