Investor Intelligence
Episodes
Robinhood’s Steph Guild, On Meme Stocks, The “Roaring Kitty”, And The Rise Of The Retail Investor
16 Jul 2024
Contributed by Lukas
DIY traders have grown up a lot since that first wild GameStop ride. Steph Guild, Senior Director of Investment Strategy at Robinhood tells the tale, ...
The Finimize Daily Brief: Google May Possibly Buy Cybersecurity Firm Wiz, And China’s Economy Dragged In Disappointing Numbers
16 Jul 2024
Contributed by Lukas
Brought to you by our daily financial news show - subscribe here: The Finimize Daily Brief (Spotify), The Finimize Daily Brief (Apple Podcasts).Goog...
The Finimize Daily Brief: JPMorgan Chase Crushed Expectations, And Analysts Are Optimistic About This Earnings Season
13 Jul 2024
Contributed by Lukas
Brought to you by our daily financial news show - subscribe here: The Finimize Daily Brief (Spotify), The Finimize Daily Brief (Apple Podcasts).JPMo...
The Finimize Daily Brief: Retail Investors Are Optimistic, And Professional Investors Are Worried About Round-The-Clock Trading
12 Jul 2024
Contributed by Lukas
Brought to you by our daily financial news show - subscribe here: The Finimize Daily Brief (Spotify), The Finimize Daily Brief (Apple Podcasts).Fres...
The Finimize Daily Brief: Microsoft And Apple Stepped Away From OpenAI, And China Inched Closer To Deflation
11 Jul 2024
Contributed by Lukas
Brought to you by our daily financial news show - subscribe here: The Finimize Daily Brief (Spotify), The Finimize Daily Brief (Apple Podcasts).Micr...
The Finimize Daily Brief: User Growth At X Was Slow Last Quarter, And Passive Funds Are Beating Active Ones This Year
10 Jul 2024
Contributed by Lukas
Brought to you by our daily financial news show - subscribe here: The Finimize Daily Brief (Spotify), The Finimize Daily Brief (Apple Podcasts). Th...
The Finimize Daily Brief: Global Temperatures Breached A Climate Threshold, And France Is In Political Deadlock
09 Jul 2024
Contributed by Lukas
Brought to you by our daily financial news show - subscribe here: The Finimize Daily Brief (Spotify), The Finimize Daily Brief (Apple Podcasts). Gl...
The Finimize Daily Brief: The Labour Party Won The UK Election, And The US Added More Jobs Than Expected
06 Jul 2024
Contributed by Lukas
Brought to you by our daily financial news show - subscribe here: The Finimize Daily Brief (Spotify), The Finimize Daily Brief (Apple Podcasts). Th...
The Finimize Daily Brief: Tesla Turned A Corner With The Help Of AI, And Japanese Wages Are Set To Rise
04 Jul 2024
Contributed by Lukas
Brought to you by our daily financial news show - subscribe here: The Finimize Daily Brief (Spotify), The Finimize Daily Brief (Apple Podcasts).Tesl...
The Finimize Daily Brief: Revolut Made A Record Profit, Tech Firms Went Nuclear To Power AI
03 Jul 2024
Contributed by Lukas
Brought to you by our daily financial news show - subscribe here: The Finimize Daily Brief (Spotify), The Finimize Daily Brief (Apple Podcasts). Re...
The Daily Brief: The “Roaring Kitty” Disclosed A New Stake, And China’s Economic Data Disappointed
02 Jul 2024
Contributed by Lukas
Brought to you by our daily financial news show - subscribe here: The Finimize Daily Brief (Spotify), The Finimize Daily Brief (Apple Podcasts). Keit...
The Finimize Daily Brief: Nike’s Stock Plunged After A Disappointing Forecast, And US Inflation Came In Close To Target
29 Jun 2024
Contributed by Lukas
Nike dropped a dull full-year forecast and investors went running, while US inflation came in close to target – but that didn’t change rate cut ex...
The Finimize Daily Brief: SpaceX’s Latest Offer Could See Its Valuation Soar, And Micron Posted Better-Than-Expected Results
28 Jun 2024
Contributed by Lukas
SpaceX could become the world’s second-highest-valued private company, while US chip giant Micron announced better-than-expected results.Today’s s...
The Finimize Daily Brief: Novo Nordisk's Wegovy Got The Green Light In China, And Denmark Approved A Carbon Tax On Agriculture
27 Jun 2024
Contributed by Lukas
Brought to you by our daily financial news show - subscribe here: The Finimize Daily Brief (Spotify), The Finimize Daily Brief (Apple Podcasts).China ...
The Finimize Daily Brief: Airbus Lowered Its Profit Outlook, And The EU Charged Apple And Microsoft
26 Jun 2024
Contributed by Lukas
Brought to you by our daily financial news show - subscribe here: The Finimize Daily Brief (Spotify), The Finimize Daily Brief (Apple Podcasts).Airbus...
The Finimize Daily Brief: Apple Might Collaborate With Meta, And Copper Prices Have Started To Fall
25 Jun 2024
Contributed by Lukas
Brought to you by our daily financial news show - subscribe here: The Finimize Daily Brief (Spotify), The Finimize Daily Brief (Apple Podcasts).Apple ...
Generation: How Revolut Grew To Its First 10 Million Customers, With Chad West, Their First Marketing Hire
25 Jun 2024
Contributed by Lukas
Brought to you by our sister show, Generation (Spotify), Generation (Apple Podcasts).Chad West knows how to grow a fintech firm: he led marketing at R...
Generation: How AI Will Transform Fintech Innovation, With Lex Sokolin Of Generative Ventures
25 Jun 2024
Contributed by Lukas
Brought to you by our sister show, Generation (Spotify), Generation (Apple Podcasts).So much of what gets labeled as “corporate innovation” is jus...
The Finimize Daily Brief: Revolut’s Share Sale Could Value It At $40 Billion, Birth Rates In OECD Countries Are Falling
22 Jun 2024
Contributed by Lukas
Brought to you by our daily financial news show - subscribe here: The Finimize Daily Brief (Spotify), The Finimize Daily Brief (Apple Podcasts).Revo...
The Finimize Daily Brief: The Bank Of England Held Interest Rates Steady, The European Central Bank Cautioned Over Heavy Debt
21 Jun 2024
Contributed by Lukas
Subscribe to our daily financial news show, The Finimize Daily Brief (Spotify), The Finimize Daily Brief (Apple Podcasts). The Bank of England kept i...
The Finimize Daily Brief: UK Inflation Came In On Target, US Carmaker Fisker Filed For Bankruptcy
20 Jun 2024
Contributed by Lukas
Brought to you by our daily financial news show, The Finimize Daily Brief (Spotify), The Finimize Daily Brief (Apple Podcasts). The UK beat the US an...
The Finimize Daily Brief: A Major Tech ETF Is Set To Load Up On Nvidia, The S&P 500 Broke Another Record
19 Jun 2024
Contributed by Lukas
Brought to you by our daily financial news show, The Finimize Daily Brief (Spotify), The Finimize Daily Brief (Apple Podcasts). A major tech ETF is s...
The Finimize Daily Brief: The US Is Attracting A Third Of Global Capital, Paris Is No Longer Europe’s Biggest Stock Market
18 Jun 2024
Contributed by Lukas
Brought to you by our daily financial news show, The Finimize Daily Brief (Spotify), The Finimize Daily Brief (Apple Podcasts).One in every three glob...
Haig Bathgate, Atomos’s Head Of Investing, On How AI Is Changing Markets
18 Jun 2024
Contributed by Lukas
In this episode, Carl and Haig talk about the AI revolution and the unique approach that Atomos is taking in the discretionary fund manager space. Plu...
The Finimize Daily Brief: “Roaring Kitty” Changed Up His GameStop Play, US Corporate Cash Piles Swelled To A Record $4.1 Trillion Last Quarter
15 Jun 2024
Contributed by Lukas
Brought to you by our new daily financial news show, The Finimize Daily Brief (Spotify), The Finimize Daily Brief (Apple Podcasts). Keith Gill, a.k.a...
The Finimize Daily Brief: Europe Hit Chinese EVs With New Tariffs, The Eurozone’s Industrial Output Dipped
14 Jun 2024
Contributed by Lukas
Brought to you by our daily financial news show, The Finimize Daily Brief (Spotify), The Finimize Daily Brief (Apple Podcasts). Europe announced fres...
The Finimize Daily Brief: The Fed Signaled Just One Rate Cut This Year, The World Bank Lifted Its Global Outlook
13 Jun 2024
Contributed by Lukas
Brought to you by our daily financial news show, The Finimize Daily Brief (Spotify), The Finimize Daily Brief (Apple Podcasts). The Fed signaled that...
The Finimize Daily Brief: Apple Launched Its Own AI System, Activist Investor Elliott Took A Stake In Southwest
12 Jun 2024
Contributed by Lukas
Brought to you by our new daily financial news show, The Finimize Daily Brief (Spotify), The Finimize Daily Brief (Apple Podcasts). Apple revealed it...
The Finimize Daily Brief: The S&P 500 Shuffled Its Deck, Insurers Braced For A Tough Hurricane Season
11 Jun 2024
Contributed by Lukas
Today's episode is brought to you by our new daily financial news show, The Finimize Daily Brief (Spotify), The Finimize Daily Brief (Apple Podca...
The Finimize Daily Brief: The US Added More Jobs Than Expected, Nvidia Split Its Stock Ten To One
08 Jun 2024
Contributed by Lukas
The US added more jobs than expected in May, while Nvidia investors have more shares each after the firm’s ten-to-one stock split.Today’s stories:...
The Finimize Daily Brief: The ECB Cut Interest Rates, The NBA Looks Set To Score Three Deals
07 Jun 2024
Contributed by Lukas
The ECB cut interest rates for the first time since 2019, while the NBA is reportedly close to sealing media rights deals worth $76 billion.Today’s ...
The Finimize Daily Brief: Elliott Management Is Targeting SoftBank, China’s Risking Even More Tariffs
06 Jun 2024
Contributed by Lukas
Brought to you by our daily financial news show, The Finimize Daily Brief (Spotify), The Finimize Daily Brief (Apple Podcasts). Activist hedge fund E...
Introducing...The Finimize Daily Brief
05 Jun 2024
Contributed by Lukas
Today's episode is brought to you by our new daily financial news show, The Finimize Daily Brief (Spotify), The Finimize Daily Brief (Apple Podca...
Generation: How To Build A Product Customers Crave, With Wealthfront's Dave Myszewski, Engineer On The Original iPhone
29 May 2024
Contributed by Lukas
Brought to you by our sister show, Generation.Dave Myszewski knows what it feels like to build a product that delivers exponential growth – and that...
Fidelity’s Jurrien Timmer, On Inflation And Why 3% Is The New 2%
28 May 2024
Contributed by Lukas
The Federal Reserve’s 2% inflation target is just gravity: it’s a sure force, something the investing world simply takes for granted. But, Fidelit...
SEI’s Jim Smigiel On The Market’s Three (And Only Three) Magnificent Stocks
21 May 2024
Contributed by Lukas
If you’re counting up “magnificent” stocks and you get to seven, SEI’s Jim Smigiel says you might want to check your arithmetic. At most, ther...
Generation: Daniel Garrett, CEO of Farewill, On How He Built A Successful Brand In The 'Death Industry'
09 May 2024
Contributed by Lukas
Today we're bringing you the latest episode from our sister-show at Finimize, Generation.It's an achievement to build a disruptive, innovati...
Generation: Dan Hegarty, On Making Your Brand “Unignorable”
24 Apr 2024
Contributed by Lukas
Today's episode is from our sister show here at Finimize, Generation . The financial services industry is going through a seismic change - the g...
Introducing...The Generation Podcast
10 Apr 2024
Contributed by Lukas
Today's show is a special guest episode brought to you by our new sister show here at Finimize, Generation. The great wealth transition is comin...
Stock Pickers Academy’s Founder Demystifies Investing, Using His Advanced Playbook
02 Apr 2024
Contributed by Lukas
Every day is a school day. And when you get a chance to hear from the founder of an investing community, Debodun Osekita, you’re going to want to si...
Morgan Stanley, On How To Find Emerging Market Wins (And Sidestep Everything Else)
26 Mar 2024
Contributed by Lukas
For a long time, the phrase “emerging market investing” pretty much meant investing in China. But that’s not the case anymore – not by a long ...
Cathie Wood’s Investing Record Is Legendary: Here’s What She’s Watching For 2024
09 Jan 2024
Contributed by Lukas
AI and tech were the story in 2023: they lifted the Nasdaq to a 43% gain – one of the index’s best years this century. So, at the end of the year,...
Your 2024 Big-Picture Outlook, With Liz Ann Sonders, Karen Ward, And Michelle Meyer
01 Jan 2024
Contributed by Lukas
It’s not every day you get a chief economist or strategist in front of a microphone. So when you get three, you’re bound to get some pretty juicy ...
Four Finimize Analysts, On The Investing Year Ahead
26 Dec 2023
Contributed by Lukas
Today on the podcast, it’s your dream dinner party guests – if your perfect dinner party involves the Finimize analyst team. (It should. We’re f...
Ray Dalio’s A Hedge Fund Legend And A History Buff: Here’s What He Has To Say
25 Dec 2023
Contributed by Lukas
There are few figures in investing more experienced than Ray Dalio. Founder and co-chairman of Bridgewater Associates, the hedge fund that’s been a ...
Helena Morrissey, on empowering women and narrowing the gender wealth gap
07 Nov 2023
Contributed by Lukas
The gender pay gap has lifelong implications for women. In the UK, women on average have saved less than half of what their male counterparts have, wh...
Magnifi, On Why AI Should Be Your Favorite Investing Tool
20 Sep 2023
Contributed by Lukas
Tom Van Horn’s got a bird’s eye view of the investment trend everyone’s talking about. That’s why we invited the chief operating officer of AI...
AI, Japan, And The Thing Almost Everyone Gets Wrong About Asset Allocation
14 Aug 2023
Contributed by Lukas
In this episode of The Finimize Podcast, Finimize VP of Content Carl Hazeley speaks to Edward Smith, co-chief investment officer at Rathbones, a UK-ba...
Investing In The Middle East, With Sarwa Cofounder And CEO Mark Chahwan
31 Jul 2023
Contributed by Lukas
There’s a great big world out there for investors, so when you get a chance to hear how things are moving in another part of the globe, you’ve got...
How To Use Options To Power Your Portfolio With OptionsDesk
17 Jul 2023
Contributed by Lukas
On the 23rd episode of The Finimize Podcast, Eddie chats with James Proudlock, Managing Director of OptionsDesk.They discuss what options are, how the...
How To Find Resilient Companies With Strong Economic Moats With Morgan Stanley’s Laura Bottega
10 Jul 2023
Contributed by Lukas
On the 22nd episode of The Finimize Podcast, Eddie chats with Laura Bottega, COO and Head of Client Experience, International Equity at Morgan Stanley...
Co-Trading: A New Way To Beat The Market, With Covey Founder Brooker Belcourt
22 Jun 2023
Contributed by Lukas
On the 20th episode of The Finimize Podcast, Eddie chats with the founder of Covey, Brooker Belcourt. A former hedge fund analyst that has built a blo...
The Future Of ESG Investing For Retail Investors With Fennel CEO, Daniel Naim
26 May 2023
Contributed by Lukas
On the 19th episode of The Finimize Podcast, Eddie chats with Daniel Naim, CEO of Fennel.In this episode, Daniel Naim is the Founder and CEO of Fennel...
Artificial Intelligence & Electric Vehicles With BlackRock's Head of Active & Thematic ETFs Jay Jacobs (Mega Trends)
18 May 2023
Contributed by Lukas
On the 18th episode of The Finimize Podcast, Eddie chats with Jay Jacobs, U.S. Head of Thematics & Active ETFs at BlackRock.In this role, Jay is r...
Market Talk With Head of Investments, Victoria Scholar 🚀
16 May 2023
Contributed by Lukas
On the 17th episode of The Finimize Podcast, Eddie chats with Victoria Scholar, Head of Investments at ii, the UK's number 1 flat fee investment ...
The Regional Banking Crisis, Markets & Passive Investing With Chief Investment Strategist Mike Green 🚨
05 May 2023
Contributed by Lukas
On the 16th episode of The Finimize Podcast, Eddie chats with Mike Green, Portfolio Manager at Simplify Asset Management.Michael has been a student of...
Market Talk With Chief Investment Strategist Anastasia Amoroso 🚀
01 May 2023
Contributed by Lukas
Investors always want to know what the next big thing is going to be. On the 15th episode of The Finimize Podcast, Eddie chats with Anastasia Amoroso,...
The Next Big Thing In ETFs, With Anthony Rochte, Morgan Stanley’s Global Head Of ETFs
21 Apr 2023
Contributed by Lukas
Investors always want to know what the next big thing is going to be. On the 14th episode of The Finimize Podcast, Eddie chats with a luminary in the ...
What's next? Inflation, Deflation, Or Stagflation With AJ Bell’s Russ Mould
17 Apr 2023
Contributed by Lukas
On the 13th episode of The Finimize Podcast, Eddie chats with renowned investment research director Russ Mould about the current economic situation an...
How To Protect Your Wealth During The Cost Of Living Crisis With Moneybox (Budget, ISAs, Pensions)
30 Mar 2023
Contributed by Lukas
On the 12th episode of The Finimize Podcast, Eddie Donmez chats with Brian Byrnes, head of personal finance at Moneybox, a London-based savings and in...
Bank of England Reaction With J.P. Morgan Asset's Market Strategist Hugh Gimber 🚨
24 Mar 2023
Contributed by Lukas
On the 11th episode of The Finimize Podcast, Eddie Donmez chats with Hugh Gimber, executive director and global markets strategist at JPMorgan Asset M...
WisdomTree's CIO Jeremy Schwartz, On The Banking System, The Economy & Markets
22 Mar 2023
Contributed by Lukas
On the tenth episode of The Finimize Podcast, Eddie Donmez chats with WisdomTree’s chief investment officer, Jeremy Schwartz.They discuss WisdomTree...
Must Listen: Charles Schwab’s Chief Fixed Income Strategist, Kathy Jones On The Banking Crisis, The Fed And The Outlook For The Economy 🚨
20 Mar 2023
Contributed by Lukas
On the ninth episode of The Finimize Podcast, Eddie Donmez welcomes Charles Schwab’s Chief Fixed Income Strategist, Kathy Jones.They discuss the rol...
Market Outlook with SoFi's Head of Investment Strategy - Liz Young 🏆
17 Mar 2023
Contributed by Lukas
On the eighth episode of The Finimize Podcast, Eddie Donmez catches up with Liz Young, the head of investment strategy at SoFi. Liz shares with us he...
Must Listen: Morgan Stanley Investment Management's CIO, Jitania Kandhari On Her 10 Key Investment Themes For 2023
10 Mar 2023
Contributed by Lukas
On the seventh episode of "The Finimize Podcast" Eddie Donmez welcomes Jitania Kandhari who is the Deputy CIO of the Solutions and Multi-Ass...
Retail Investors Come Roaring Back Into Financial Markets - Is This Memestock 2.0? 😳
27 Feb 2023
Contributed by Lukas
On the sixth episode of "The Finimize Podcast" Eddie Donmez welcomes his Finimize colleagues Max and Stephane to try and piece together what...
Must Listen: J.P. Morgan Asset Management's Mike Bell On Inflation, Economy, Market Outlook 🚨
15 Feb 2023
Contributed by Lukas
On the fifth episode of "The Finimize Podcast" Eddie Donmez welcomes Mike Bell, Global Market Strategist at J.P. Morgan Asset Management for...
2023 Crypto & Digital Asset Outlook With WisdomTree's Will Peck 🤝
10 Feb 2023
Contributed by Lukas
On the fourth episode of "The Finimize Podcast" Eddie Donmez welcomes Will Peck, Head of Digital Assets for a discussion on what exciting th...
2023 Global Macro Outlook With Ludovic Subran, Chief Economist at Allianz
03 Feb 2023
Contributed by Lukas
On the third episode of "The Finimize Podcast" Eddie Donmez welcomes Ludovic Subran, Chief Economist at Allianz for a discussion on the econ...
Former Crypto Hedge Fund Manager On Whether You Should Buy Bitcoin Right Now 💸
26 Jan 2023
Contributed by Lukas
On the second episode of The Finimize Podcast, Jonathon Hobbs, CFA, Lead Crypto Analyst at Finimize joins the show for a discussion on what went wrong...
Microsoft's $10 billion Bet On OpenAI & ChatGPT, Elon Musk's Tesla Cuts and The Tech Stock Outlook With Dan Ives
20 Jan 2023
Contributed by Lukas
On the first episode of "The Finimize Podcast" Eddie Donmez welcomes Daniel Ives, Managing Director of Wedbush Securities for a discussion o...