Stuart Fieldhouse speaks with guests about the financial markets

The Investing, Markets and Money Podcast

On the Investing Markets & Money podcast this week, Editor Stuart Fieldhouse chats with Dan Higgins, CIO at Marylebone Partners, to get some insights into the Majedie investment trust and Marylebone's approach to money management. Dan walks Stuart through Majedie's multi-faced approach to investment management and how the trust has evolved since Marylebone began advising it.

Find out more about Majedie at www.majedieinvestments.com

Disclaimer: This podcast is for informational purposes, it is aimed at professional customers only and not intended for retail customers, this is not an invitation to invest, nor does it constitute investment advice. Investments and the income from them can go down as well as up and is not guaranteed at any time.

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00:00 Introduction to Marylebone Partners and Majedie Investments
03:37 What is a "liquid endowment approach"?
06:11 What sort of fund managers do you invest with?
10:30 Why has it been hard for retail investors to get access to these sorts of opportunities?
13:23 How do you manage risk in the portfolio including liquidity risk?
20:02 What sort of companies do you invest in directly, and why blend this with a fund of funds approach?
23:09 What does the special investment category of the trust cover?
31:35 Since you took over advising Majedie, Marylebone has been implementing your own strategy, but this obviously takes time. It seems to be bearing fruit as the discount on the trust has narrowed. Can you explain a bit about the process and the time horizon required?
36:44 Why should investors look into Majedie?

Fund Manager Dan Higgins explains his approach to listed and unlisted stock selection | Ep.117

We meet Rob Peterman, Chief Commercial Officer at the Toronto Stock Exchange, to look at the newly released TSX30 list of top-performing Canadian companies.

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00:00 What is the TSX30?
03:04 The sectors dominating 2024's TSX30
05:20 Trends to be seen in this year's TSX30
09:33 What can we learn from the dividend picture of the TSX 30 components this year, compared with when the list was first launched?
11:28 How are leading Canadian companies using and raising capital?
13:12 Which companies are consistently in the TSX30, and why?
15:06 What does the TSX30 tells us about Canadian and global markets?
17:32 What does the TSX30 tell non-Canadian investors about the Canadian stock market?
19:40 Find out more about the TSX30

Canada's top 30 stocks - Stuart chats with Robert Peterman of the Toronto Stock Exchange | Ep.116

On this episode of the Investing, Markets and Money podcast, Stuart Fieldhouse chats with ARK Invest CEO Cathie Wood to talk about Active ETFs. Cathie talks about US index tracker funds, what Warren Buffett is going to do with all his cash, how investors can benefit from the Artificial Intelligence (AI) revolution, and more.

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00:00 Intro to ARK Invest and Cathie Wood
04:26 Do index-tracking ETFs really reflect what's happening in the US stockmarket?
11:51 Impact on US stocks of US election results
14:27 Warren Buffett: "What are you gonna do with all of your cash?"
20:26 Federal Reserve rate cuts and effect on US equities
25:06 Artificial Intelligence: how can investors benefit
28:21 The growth of Active ETFs

ARK Invest CEO Cathie Wood on Active ETFs | Ep.118

We meet Aneeka Gupta, Director of Macroeconomic Research at WisdomTree, to talk about the end of high inflation, why smallcaps are looking historically oversold, and the US, Indian, European and Japanese economies.

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00:00 Is this the end of the current high-inflation cycle?
02:41 Crowded house: concentration of trades in the Mag7 stocks
05:08 Opportunities in oversold smallcaps
07:51 US election affecting US stocks
11:42 Emerging Markets getting more interest from investors
17:31 India overheating and red hot IPOs
21:48 Which European Equity sector look strongest?
24:03 Drivers in the Japanese economy
30:07 WisdomTree's view on gold

There are opportunities in oversold smallcap stocks says Aneeka Gupta, WisdomTree | Ep.120

In this podcast, Stuart Fieldhouse chats with Dennis Higgs, President of Austin Gold Corp about their Stockade and Lone Mountain gold/silver projects.  They also discuss the recent record highs in the gold price and what Austin Gold looks for in a great mining project.

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00:00 Intro to Austin Gold Corp
03:56 The Stockade Mountain project
06:59 Lone Mountain and the Carlin Trend
09:20 The gold price and how it affects investor enthusiasm
11:35 What Austin looks for in a new mining project
12:21 Using historic mining data
13:17 The US as a mining jurisdiction
16:31 Austin Gold's financial situation

Serial billion-dollar company builders with Dennis Higgs of Austin Gold | Ep. 119

The Armchair Trader Editor, Stuart Fieldhouse calls on his wealth of experience within the financial markets and extensive network of connections to bring you this investing podcast.

Stuart invites guests on to the show each week to discuss important themes within the financial markets. His guests include CEO’s of listed companies from around the world, from micro cap stocks to large established businesses. He speaks with Fund Managers about stock picking and the markets in which they operate, and he chats with Market Analysts about a range of topics that offer a broader view of the markets as well as insight on topical themes and trends.

Listen on SoundCloud, YouTube or wherever you get your podcasts.