Welcome to the Finimize podcast! During each episode, our top analysts will be joined by a leading financial expert who will share their insights on the economy, investing and financial markets. This podcast aims to empower you to make smarter investment decisions.
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Brought to you by our daily financial news show - subscribe here: The Finimize Daily Brief (Spotify), The Finimize Daily Brief (Apple Podcasts). Revolut's new legion of customers helped the fintech make a record-breaking profit, while tech companies are turning to nuclear energy to satisfy the power demands of AI. Today’s stories: Revolut Flashed A…
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The Daily Brief: The “Roaring Kitty” Disclosed A New Stake, And China’s Economic Data Disappointed
5:14
Brought to you by our daily financial news show - subscribe here: The Finimize Daily Brief (Spotify), The Finimize Daily Brief (Apple Podcasts). Keith Gill, a.k.a. “Roaring Kitty”, caused more ruptures in the stock market, while China's patchy stats showed exactly why its stock rally ran out of puff. Today’s stories: The “Roaring Kitty” Chowed Down…
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The Finimize Daily Brief: Nike’s Stock Plunged After A Disappointing Forecast, And US Inflation Came In Close To Target
5:11
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 expectations. Today’s stories: Nike’s Stock Plunged After The Sportswear Giant Released A Dreary Forecast US Inflation Is Getting Closer And Closer To Toeing The Fed’s Line Try Finimize Premium…
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The Finimize Daily Brief: SpaceX’s Latest Offer Could See Its Valuation Soar, And Micron Posted Better-Than-Expected Results
5:15
SpaceX could become the world’s second-highest-valued private company, while US chip giant Micron announced better-than-expected results. Today’s stories: SpaceX Could Become The World’s Second-Highest-Valued Private Company Micron Beat Expectations, But Investors Still Ditched The American Chipmaker’s Stock Try Finimize Premium…
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The Finimize Daily Brief: Novo Nordisk's Wegovy Got The Green Light In China, And Denmark Approved A Carbon Tax On Agriculture
5:13
Brought to you by our daily financial news show - subscribe here: The Finimize Daily Brief (Spotify), The Finimize Daily Brief (Apple Podcasts). China approved Novo Nordisk's weight-loss wonder drug Wegovy, while Denmark approved the world’s first carbon tax on agriculture. Today’s stories: Novo Nordisk Got The Green Light In China For Its Weight-L…
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The Finimize Daily Brief: Airbus Lowered Its Profit Outlook, And The EU Charged Apple And Microsoft
5:13
Brought to you by our daily financial news show - subscribe here: The Finimize Daily Brief (Spotify), The Finimize Daily Brief (Apple Podcasts). Airbus lowered its profit outlook for the year, while Apple and Microsoft were charged under the EU’s new Digital Markets Act. Today’s stories: Airbus Lowered Its Profit Outlook After Lingering Supply Chai…
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The Finimize Daily Brief: Apple Might Collaborate With Meta, And Copper Prices Have Started To Fall
4:55
Brought to you by our daily financial news show - subscribe here: The Finimize Daily Brief (Spotify), The Finimize Daily Brief (Apple Podcasts). Apple and Meta seemingly put the past behind them to talk about collaborating, while copper prices are starting to fall from their record highs. Today’s stories: Apple Could Integrate One Of Meta’s AI Mode…
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Generation: How AI Will Transform Fintech Innovation, With Lex Sokolin Of Generative Ventures
32:27
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…
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Generation: How Revolut Grew To Its First 10 Million Customers, With Chad West, Their First Marketing Hire
49:40
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 Revolut for nearly five years, as its user base hit 10 million. Now, he advises other early-stage CMOs and serves as the marketing VP at crypto platform Argent. Today, he’s sitting down with Max to ta…
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The Finimize Daily Brief: Revolut’s Share Sale Could Value It At $40 Billion, Birth Rates In OECD Countries Are Falling
5:18
Brought to you by our daily financial news show - subscribe here: The Finimize Daily Brief (Spotify), The Finimize Daily Brief (Apple Podcasts). Revolut is aiming for a valuation of over $40 billion, while birth rates in industrialized economies have more than halved since 1960. Today’s stories: Revolut’s Share Sale Could Value The Fintech Company …
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The Finimize Daily Brief: The Bank Of England Held Interest Rates Steady, The European Central Bank Cautioned Over Heavy Debt
5:04
Subscribe to our daily financial news show, The Finimize Daily Brief (Spotify), The Finimize Daily Brief (Apple Podcasts). The Bank of England kept interest rates unchanged, while soaring debt in the European Union added drama to a volatile market. Today’s stories: The Bank Of England Held Interest Rates Steady For The Seventh Time In A Row The Eur…
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The Finimize Daily Brief: UK Inflation Came In On Target, US Carmaker Fisker Filed For Bankruptcy
4:54
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 and eurozone to inflation coming in on target, while American carmaker Fisker filed for bankruptcy. Today’s stories: British Inflation Came In Bang On Target For The First Time In Three Years Another EV …
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The Finimize Daily Brief: A Major Tech ETF Is Set To Load Up On Nvidia, The S&P 500 Broke Another Record
5:10
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 set to load up on Nvidia, at the expense of Apple, while the S&P 500 broke yet another record. Today’s stories: One Of The World’s Most Prominent Tech ETFs Looks Set To Load Up On Nvidia The S&P 500 Bro…
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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. Plus, Carl gets Haig to share his first and best investments, and the qualities that make a successful investor and leader. Listen in the Finimize app, or wherever you get your podcasts. Partner with us:…
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The Finimize Daily Brief: The US Is Attracting A Third Of Global Capital, Paris Is No Longer Europe’s Biggest Stock Market
5:07
Brought to you by our daily financial news show, The Finimize Daily Brief (Spotify), The Finimize Daily Brief (Apple Podcasts). One in every three global investment dollars is landing in the US, while political turmoil cost Paris its crown as Europe’s biggest stock market. Today’s stories: One In Every Three Global Investment Dollars Is Landing In …
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The Finimize Daily Brief: “Roaring Kitty” Changed Up His GameStop Play, US Corporate Cash Piles Swelled To A Record $4.1 Trillion Last Quarter
5:19
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 K…
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The Finimize Daily Brief: Europe Hit Chinese EVs With New Tariffs, The Eurozone’s Industrial Output Dipped
5:12
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 EVs Industrial Ou…
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The Finimize Daily Brief: The Fed Signaled Just One Rate Cut This Year, The World Bank Lifted Its Global Outlook
5:04
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 Year Th…
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The Finimize Daily Brief: Apple Launched Its Own AI System, Activist Investor Elliott Took A Stake In Southwest
5:07
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) In…
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The Finimize Daily Brief: The S&P 500 Shuffled Its Deck, Insurers Braced For A Tough Hurricane Season
4:56
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…
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The Finimize Daily Brief: The US Added More Jobs Than Expected, Nvidia Split Its Stock Ten To One
4:38
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 Merrier Nvidia Investors Have Ten Times As Many Shares Each After The Firm’s Stock Split Try Finimize Premium…
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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 2019 The NBA Could Score A Three-Pointer, Negotiating Deals With Multiple Networks Try Finimize Premium…
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The Finimize Daily Brief: Elliott Management Is Targeting SoftBank, China’s Risking Even More Tariffs
4:45
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 I…
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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 toda…
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Generation: How To Build A Product Customers Crave, With Wealthfront's Dave Myszewski, Engineer On The Original iPhone
36:32
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:…
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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 thre…
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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, …
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Generation: Daniel Garrett, CEO of Farewill, On How He Built A Successful Brand In The 'Death Industry'
30:26
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 wil…
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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 changi…
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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 mis…
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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 investme…
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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 emergin…
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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 wit…
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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…
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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 inve…
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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 19…
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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 glob…
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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.fini…
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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, Appl…
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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 spec…
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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…
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How To Find Resilient Companies With Strong Economic Moats With Morgan Stanley’s Laura Bottega
33:21
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 allo…
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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,…
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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 i…
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Artificial Intelligence & Electric Vehicles With BlackRock's Head of Active & Thematic ETFs Jay Jacobs (Mega Trends)
35:31
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 me…
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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, cen…
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The Regional Banking Crisis, Markets & Passive Investing With Chief Investment Strategist Mike Green 🚨
42:30
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 markets and market structure, for nearly 30 years. His proprietary research into the shift from actively managed portfolios and investment funds to systematic passive investment strategies has been …
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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, Chief Investment Strategist at iCapital. She is responsible for providing insight into private market investment opportunities for advisors and their high-net-worth clients. Previously, Anastasia was…
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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 ETF industry, Anthony Rochte. He’s got over 20 years of experience in the field, originally working on the iShares business at Barclays, before eventually moving to Morgan Stanley Investment Managemen…
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On the 13th episode of The Finimize Podcast, Eddie chats with renowned investment research director Russ Mould about the current economic situation and three potential outcomes: inflation, deflation, or stagflation. They dive into some of the challenges central banks are currently facing and explore the possibility of a recession, checking in on wh…
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