The Finimize Podcast

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/

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 fun.) It’s how we’re tying a bow around 2023 – bringing together four of the Finimize analysts – Stéphane Renevier, Reda Farran, Paul Allison, and Carl Hazeley. They’ll make some predictions, talk about investing ideas for 2024, and exchange some witty banter (okay, mildly witty). 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/

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 titan of the industry for 40 years, he’s seen his fair share of economic cycles come and go. More recently, Dalio noticed a confluence of political conditions we haven’t seen since the period between 1930 and 1945. That led him on a search for the repeating patterns behind all major changes in wealth and power over the last 500 years. This attention to the past - and what it can teach us about the present - makes Dalio uniquely placed to speak on the state of the market right now. And he joined the Finimize studio to chat to our CEO Maximillian Rofagha as part of our Modern Investor Summit which took place in early December. They discussed interest rates, debt, the landscape of the markets as we head into 2024, how Dalio got started way back when, and what retail investors need to know 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/

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, when you exclude property. It’s a disparity that Baroness Helena Morrissey just can’t abide. That’s why she’s spent much of her career working toward solutions. She’s the founder of the 30% Club, a global campaign that’s pushing for greater gender balance in boardrooms and across senior management ranks. She’s also the mother of nine children. And she recently visited the Finimize Podcast studio to speak with our own Michelle Sims. They talked about the latest gender pay gap figures, as well as the many other obstacles women encounter in their careers. Plus, they explored those key moments in life when women’s finances are most likely to go off the rails – and the things women can do to help keep them firmly on track. 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/

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 investing app Magnifi to the Finimize Podcast studio for a chat with Finimize VP of Content Carl Hazeley. 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/

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-based investment management firm. They discuss interest rates, asset allocation, and how he’s playing the big themes and opportunities he sees in the market. 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/

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 to take it. In this episode of The Finimize Podcast, Finimize VP of Content Carl Hazeley speaks to Mark Chahwan, co-founder and CEO of investment platform Sarwa. They discuss what makes the platform special, how market dynamics in the Middle East are increasingly similar to those in the West, and the future of investing. Partner with us: https://business.finimize.com/ Subscribe To Finimize Newsletter: https://finimize.com/

On the 23rd episode of The Finimize Podcast, Eddie chats with James Proudlock, Managing Director of OptionsDesk. They discuss what options are, how they can be used for trading and portfolio management, why they shouldn’t be considered weapons of mass financial destruction and how to get started. I hope you enjoy the episode. Partner with us: https://business.finimize.com/ Subscribe To Finimize Newsletter: https://finimize.com/

On the 22nd episode of The Finimize Podcast, Eddie chats with Laura Bottega, COO and Head of Client Experience, International Equity at Morgan Stanley Investment Management. They discuss what an economic moat actually is, the characteristics of a resilient company, how resilient companies adapt to different environments, how companies' capital allocation decisions impact the resilience of earnings, which sectors are more resilient than others and much more. Enjoy the episode. Partner with us: https://business.finimize.com/ Subscribe To Finimize Newsletter: https://finimize.com/

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 blockchain-based community for retail investors that aims to democratise investing. In the conversation they discuss his experiences on wall street that led him to build Covey, what makes a great trader, what types of people are in his community, what co-trading and legends are and the future of retail trading. I hope you enjoy the episode. Partner with us: https://business.finimize.com/ Subscribe To Finimize Newsletter: https://finimize.com/

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, the first retail investing platform to allow users to vote with their shares and access ESG information about the companies they invest in. Fennel launched in the fall of 2022 and provides retail investors with ESG-based information on the companies they invest in. In the conversation, they discuss Daniel’s background and why he started Fennel, why ESG investing will soon be known as just ‘investing’, how to quantify how ESG-friendly a company is, why he’s more bullish on ESG than ever, the potential trade-off between ESG and financial performance and how to get started with ESG investing. We hope you enjoy the episode. Partner with us: https://business.finimize.com/ Subscribe To Finimize Newsletter: https://finimize.com/

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 responsible for the research and development of the Megatrends suite of products as well as active equity and international ETF suites. In the conversation, they discuss the investment opportunities in megatrends like electric vehicles, autonomous vehicles and healthcare. I hope you enjoy the episode. Partner with us: https://business.finimize.com/ Subscribe To Finimize Newsletter: https://finimize.com/

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 platform. Her role involves keeping across all major market moves to provide interesting market insight for our customers and for the press, covering US and UK equities, commodities, forex, macro data, central banks and cryptocurrencies. I do regular broadcast slots on TV and radio for LBC, Sky, BBC, Times Radio, Al Jazeera and others. In the conversation they discuss Victoria’s global macro outlook, analyze the state of the UK and more. I hope you enjoy the episode. Partner with us: https://business.finimize.com/ Subscribe To Finimize Newsletter: https://finimize.com/