The Finimize Podcast

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. “Roaring Kitty”, changed up his GameStop play, meanwhile US corporate cash piles swelled to a record $4.1 trillion last quarter, giving companies plenty of ammo Today’s stories: Looks Like “Roaring Kitty” Now Holds Around Nine Million GameStop SharesUS Companies Are Looking Flush After Beefing Up Their Cash ReservesTry Finimize Premium

Brought to you by our daily financial news show, The Finimize Daily Brief (Spotify), The Finimize Daily Brief (Apple Podcasts). Europe announced fresh tariffs on Chinese EVs, while the latest dip in the eurozone’s industrial sector suggested a fragile recovery. Today’s stories: The European Union Announced Fresh Tariffs On Chinese EVsIndustrial Output In The Eurozone Dipped, But The Region’s Stocks Could Still Stand A ChanceTry Finimize Premium

Brought to you by our daily financial news show, The Finimize Daily Brief (Spotify), The Finimize Daily Brief (Apple Podcasts). The Fed signaled that investors might have to wait longer for a rate cut, while the World Bank hiked its forecast for the global economy. Today’s stories: The Fed Signaled That There Might Be Just One Rate Cut This YearThe World Bank Lifted Its Global Growth Outlook For The YearTry Finimize Premium

Brought to you by our new daily financial news show, The Finimize Daily Brief (Spotify), The Finimize Daily Brief (Apple Podcasts). Apple revealed its very own AI system for the first time, while Elliott Investment Management snapped up shares in Southwest Airlines. Today’s stories: Apple Launched Its Own AI System To Compete With (Artificially) Intelligent RivalsActivist Fund Elliott Management Purchased A Stake In Southwest AirlinesTry Finimize Premium

Brought to you by our sister show, Generation (Spotify), Generation (Apple Podcasts). So much of what gets labeled as “corporate innovation” is just old ideas in vaguely new wrappers. On today’s Generation Podcast, Max talks to Lex Sokolin, an entrepreneur and economist who understands the difference. He’s at the forefront of the next generation of financial services, so you won’t want to miss this. Partner with us: https://business.finimize.com/ Subscribe To Finimize Newsletter: https://finimize.com/

Today's episode is brought to you by our new daily financial news show, The Finimize Daily Brief (Spotify), The Finimize Daily Brief (Apple Podcasts). The S&P 500 is reshuffling, adding private investment and software firms, while insurers are using bonds to brace for a tough hurricane season. Today’s stories: The S&P 500 Is Booting Out The Old And Bringing In The NewInsurers Are Battening Down The Hatches, Issuing Catastrophe BondsTry Finimize Premium

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 US Economy Beat Job Expectations Again, But More Might Not Be MerrierNvidia Investors Have Ten Times As Many Shares Each After The Firm’s Stock SplitTry Finimize Premium

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 stories: The ECB Took A Step Toward Lower Interest Rates, With Its First Trim Since 2019The NBA Could Score A Three-Pointer, Negotiating Deals With Multiple NetworksTry Finimize Premium

Brought to you by our daily financial news show, The Finimize Daily Brief (Spotify), The Finimize Daily Brief (Apple Podcasts). Activist hedge fund Elliott Investment Management targeted SoftBank, while China’s exporting spree might have sparked another round of tariffs. Today’s stories: Activist Investor Elliott Management Wants To Whip SoftBank Into ShapeChina’s Exporters Have Branched Out Beyond High-Tech Products, Risking Even More TariffsTry Finimize Premium

Today's episode is brought to you by our new daily financial news show, The Finimize Daily Brief (Spotify), The Finimize Daily Brief (Apple Podcasts). Get everything you need to know about the day's biggest financial stories and trends, in five minutes or less, plus a regular Q+A with our world-class team of analysts. Episodes out Tues-Sat. On today's show, India’s stocks stumbled after the country’s election, while Bill Ackman sold a 10% stake in Pershing Square. Today’s stories: India’s Wild Ride To New Market Highs Hit A Stomach-Dropping PotholeBill Ackman Sold A 10% Stake In Pershing Square Ahead Of A Potential IPOTry Finimize Premium

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’s shaped how he leads a team. On today’s Generation Podcast, Max sits down with the legendary fintech product builder. Partner with us: https://business.finimize.com/ Subscribe To Finimize Newsletter: https://finimize.com/ Max Rothery: https://www.linkedin.com/in/maxrothery/

The Federal Reserve’s 2% inflation target is just gravity: it’s a sure force, something the investing world simply takes for granted. But, Fidelity Investments’s Jurrien Timmer believes that force is about to change: “Three is the new two in terms of inflation. And by some metrics, if you take longer-term measures of inflation, we’re closer to three and a half”. Timmer is director of global macro at Fidelity, an 80-year-old investing house that manages an astounding $13 trillion. In the latest episode of the Finimize podcast, he and Carl discuss where US inflation will ultimately land, whether the yield curve even matters anymore, and much more. Listen in the Finimize app, or wherever you get your podcasts. Partner with us: https://business.finimize.com/ Subscribe To Finimize Newsletter: https://finimize.com/

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, there are three. Jim dropped by the Finimize studio recently to chat with our own Carl Hazeley about those much-touted stocks, why passive investing’s glory days are behind us, and why a good investor is humble, self-aware, diversified, and paranoid. Listen in the Finimize app, or wherever you get your podcasts. Partner with us: https://business.finimize.com/ Subscribe to the Finimize Newsletter: https://finimize.com/

Today we're bringing you the latest episode from our sister-show at Finimize, Generation. It's an achievement to build a disruptive, innovative startup in any industry. It's another entirely to build it in one that revolves around a subject no-one wants to talk about: death. But that's exactly what today's guest Dan Garrett - founder and CEO of will-writing company Farewill - has done. In less than a decade Dan's built the biggest will-writer in the UK, a leading firm in an industry that sits at the heart of the great wealth transfer. In this episode, Dan talks about how to design a lean org structure to supercharge product growth, why he thinks being understaffed is actually necessary to stay innovative and how they used design to achieve an NPS score in the 90s. Partner with us: https://business.finimize.com/ Subscribe to the Finimize Newsletter: https://finimize.com/ Max Rothery: https://www.linkedin.com/in/maxrothery/

Today's episode is from our sister show here at Finimize, Generation . The financial services industry is going through a seismic change - the great wealth transition - that means modern retail investors are more important than ever before. That's why Max Rothery, VP of Community at Finimize is on a mission to meet some of the smartest minds changing how financial services engage with modern investors. In this episode Max talks to Dan Hegarty, founder of digital mortgage broker Habito and, more recently, Communion Saves. The two-time startup founder says he finds greater creative success in focusing on one thing at a time, zeroing in on brand in the early stages, and finding a human truth that resonates with customers. Dan talks to Max about the challenges of scaling and positioning a fintech brand, and the importance of taking creative risks (even when they’re uncomfortable). And he shared this unforgettable quote: "You've got to make yourself unignorable in the world." Partner with us: https://business.finimize.com/ Subscribe To Finimize Newsletter: https://finimize.com/ Max Rothery: https://www.linkedin.com/in/maxrothery/

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 coming. And if you’re a leader in financial services, you need to be ready to navigate the seismic change that’s already happening in our industry. That's why Max Rothery, VP of Community at Finimize is on a mission to meet some of the smartest minds changing how financial services engage with modern investors. In this episode, Max chews the fat with Chris Worle, a former Chief Digital Officer at Hargreaves Lansdown who's now a Managing Director at Barclays leading their Smart Investor platform. Chris spent 19 years at Hargreaves Lansdown, and helped take them from a direct mail business to the UK’s largest investment platform. Chris talks about how to use content to drive revenue, the importance of down-funnel attribution, and getting buy-in for a successful digital transformation. Partner with us: https://business.finimize.com/ Subscribe To Finimize Newsletter: https://finimize.com/ Max Rothery: https://www.linkedin.com/in/maxrothery/

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 sit at the front of the class. (You may even want to take notes.) Debodun talks about why he founded Stock Pickers Academy and what it means to begin an investing journey. He then breaks down his investment processes: how he screens for opportunities, which assets he focuses on, what he looks for in a broker – and his own savvy method for turning a profit even when prices go against him. Debodun is a multi-asset hedge fund trader turned investing coach with over a decade of experience, including stints at Goldman Sachs and Barclays. In 2020, he founded the Stock Pickers Academy, an investing education platform. Debodun shares information, stock tips, best practice pointers, and more through his courses. Listen in the Finimize app, on Spotify, Apple Podcasts, or wherever you get your podcasts. Partner with us: https://business.finimize.com/ Subscribe To Finimize Newsletter: https://finimize.com/

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 shot. Now, the focus has shifted to places like India and Saudi Arabia. And other opportunities and challenges are coming into view across the emerging market landscape too. Amy Oldenburg, the head of emerging market equity at Morgan Stanley, dropped by the Finimize studio recently to chat with our own Carl Hazeley about the opportunities and the challenges out there, and the investing approach she’s taking now. Listen in the Finimize app, or wherever you get your podcasts. Partner with us: https://business.finimize.com/ Subscribe To Finimize Newsletter: https://finimize.com/

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, we invited (none other than) Cathie Wood, the founder and CEO of Ark Invest, back to the studio to sit down with Finimize CEO Maximillian Rofagha. Wood is a legend in tech investing, and launched ARK with the sole purpose of focusing on disruptive innovation. You’ll want to hear what she has to say about tech, AI, and the investment themes to watch in 2024. Listen in the Finimize app, or wherever you get your podcasts. Partner with us: https://business.finimize.com/ Subscribe To Finimize Newsletter: https://finimize.com/

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 market insights. Liz Ann Sonders is the chief investment strategist at Charles Schwab, Michelle Meyer is the US chief economist at Mastercard, and Karen Ward is the chief market strategist for Europe, the Middle East, and Africa (EMEA) at JPMorgan Asset Management. All three joined Yumika Brewster, Chief of Operations at Finimize, as part of this year’s Modern Investor Summit. They took on the not-so-simple task of predicting what’s to come in 2024 – and how retail investors can navigate the path ahead. Listen in the Finimize app, or wherever you get your podcasts. Partner with us: https://business.finimize.com/ Subscribe To Finimize Newsletter: https://finimize.com/