Investment Uncut
Episodes
Ep. 22 - Wrap Up
21 Jul 2020
Contributed by Lukas
In this episode show hosts Dan and Mary look back at the 22 episodes in the first series of investment uncut and review some of the overarching themes...
Ep. 21 - Investing In Energy
14 Jul 2020
Contributed by Lukas
On this episode, show hosts Dan Mikulskis and Mary Spencer find out more about energy investing with LCP's Head of Market Insight, Kyle Martin.
EP. 20 - Global Wealth Strategy with Chris Ralph of SJP
07 Jul 2020
Contributed by Lukas
On this episode, show hosts Dan Mikulskis and Mary Spencer sit down with SJP's, Chief Global Strategist, Chris Ralph
Ep. 19 - Manager Selection in Private Wealth with Ryan Hughes
30 Jun 2020
Contributed by Lukas
This week show hosts Dan Mikulskis and Mary Spencer sit down with AJ Bell's, head of fund selection, platform and wealth manager, Ryan Hughes
Ep. 18 - Inflation with Jon Camfield
23 Jun 2020
Contributed by Lukas
On this episode, show hosts Dan Mikulskis and Mary Spencer are joined by Jon Camfield to explore the complicated story of reform of inflation measures...
Ep. 17 - Negative rates – why do it?
16 Jun 2020
Contributed by Lukas
On this episode, show hosts Dan Mikulskis and Mary Spencer are joined by David Wrigley to discuss negative rates and whether it can be deemed a succes...
Ep. 16 - Income investing with Hish Ravindra
09 Jun 2020
Contributed by Lukas
Today hosts Dan Mikulskis & Mary Spencer are joined by investment partner Hish Ravindra to talk about investing for income in a world of disappearing ...
Ep. 15 - Investing in Private Credit with Steve Hodder
02 Jun 2020
Contributed by Lukas
On today’s show hosts Mary Spencer and Dan Mikulskis are joined by LCP investment partner and lead Private Credit researcher Steve Hodder.
Ep. 14 - The Book Club – The Man Who Solved the Market
26 May 2020
Contributed by Lukas
In this episode hosts Mary Spencer and Dan Mikulskis and guest Rory Sturrock review the book “The Man who Solved the Market” by Greg Zuckerman.
Ep. 13 - Government in a crisis
19 May 2020
Contributed by Lukas
We sit down with Sir Steve Webb, former pensions minister and explore insights into government in a time of crisis and more.
Ep. 12 - Latest on UK Property and Real Asset investing with Andy Jacobson
12 May 2020
Contributed by Lukas
This week we are joined by Andy Jacobson to explore why property funds are currently suspended and what do we see as the long-term landscape for prope...
Ep. 11 - Deepdive on Emerging Markets with Anais Caldwell-Jones
05 May 2020
Contributed by Lukas
This week we sit down with Anais Caldwell-Jones to discuss what's the case for emerging markets investment today and the direct and indirect effects f...
Ep. 10 - Forecasting in volatile times with Natalie Brain
28 Apr 2020
Contributed by Lukas
This week we sit down with LCP's Natalie Brain to talk about revising economic forecasts after an extreme shock, like the one we’re currently experi...
Ep. 9 - Themes and ideas: investing through Covid-19 with Matt Gibson
21 Apr 2020
Contributed by Lukas
This week hosts Dan Mikulskis and Mary Spencer put some of the key questions that fund allocators will have to Matt Gibson and discuss some of the key...
Ep. 8 - Getting behind Groupthink with Zoe Burdo
14 Apr 2020
Contributed by Lukas
We entrust groups to some of our most important decisions, particularly in finance and investment. And the conventional wisdom is that a group can mod...
Ep. 7 - Book Club: The Big Short with Nisha Gogna
07 Apr 2020
Contributed by Lukas
This week on Investment Uncut hosts, Mary Spencer and Dan Mikulskis are doing something a little different – we’re reviewing that classic Michael ...
Ep. 6 - Understanding Risk with Allison Schrager
31 Mar 2020
Contributed by Lukas
Economist, author and keynote speaker Allison Schrager spoke to Dan Mikulskis back at the PLSA conference in Edinburgh a few weeks ago. They discuss w...
Ep. 5 - How people invest with Nikki Matthews
24 Mar 2020
Contributed by Lukas
This week on Investment Uncut hosts, Mary Spencer and Dan Mikulskis, speak to investment consultant Nikki Matthews. They discuss why investors that di...
Ep. 4 - Lessons learned from crises with Stuart McKinnon
17 Mar 2020
Contributed by Lukas
This week on Investment Uncut hosts, Mary Spencer and Dan Mikulskis, speak to investment partner Stuart McKinnon. They discuss the thirty years he has...
Ep. 3 - Responsible Investing with Claire Jones
10 Mar 2020
Contributed by Lukas
This week on Investment Uncut hosts, Mary Spencer and Dan Mikulskis, speak to Claire Jones – LCP’s head of Responsible Investing. They discuss RI ...
Ep. 2 - Coronavirus and forecasts with Natalie Brain
03 Mar 2020
Contributed by Lukas
This week on Investment Uncut hosts, Mary Spencer and Dan Mikulskis, speak to Natalie Brain – a member of LCP’s macro committee. They discuss Coro...
Ep. 1 - Investment Managers with Matt Gibson
26 Feb 2020
Contributed by Lukas
This week on investment uncut hosts Mary Spencer and Dan Mikulskis speak to Matt Gibson – head of manager research at LCP, they discuss long termism...