Sapphire Planet

The Blue Whale

This week we meet Stephen Yiu, CIO and Managing Partner of the Blue Whale Growth Fund.  We discuss the rise of AI, have FAANG stocks had their day, and how Blue Whale's bottom-up approach to investing works.

Get free alerts on market movers at www.thearmchairtrader.com

00:00 Intro to the Blue Whale Growth Fund
01:07 Stephen's career background
01:55 The shift in the market and how investor habits should change
05:28 What characteristics of companies does Stephen look for when stockpicking?
08:22 What is it about Microsoft that keeps it in the Blue Whale portfolio?
11:00 The technology sector and why the FAANGs are less attractive
13:38 Is the AI story overhyped?
18:45 How do you account for geopolitical risks in a global portfolio?
25:14 Applying ESG considerations to investments

How to Invest for Growth, with Stephen Yiu | Ep.87

Unravel the mystery surrounding Rina Palenkova's suicide and her tragic involvement with the infamous Blue Whale Challenge.

Source:https://www.theurbancrews.com/trending/rina-palenkova-train-tradegy/

Rina Palenkova Uncovering The Tragic Blue Whale Challenge Mystery

In 2015, a deceased blue whale washed up on the shore near Gold Beach, Oregon. Oregon State University's Marine Mammal Stranding Network received the call. What happened next is an incredible story that continues to unfold today.

Join Dina Pavlis in the studio with special guest Dr. Lisa Ballance, Director of Oregon State Universitys Marine Mammal Institute. They'll talk about how the blue whale ended up on an Oregon beach, what happened next, and how the skeleton of this particular blue whale will become an important educational tool with the potential to change lives and perspectives.

Learn more about the Building a Blue Whale project: http://beav.es/bones

Building a Blue Whale with Dr. Lisa Ballance, Director Marine Mammal Institute

insomnia

Get the latest scoop on Fashion, Travel with Azura Everhart, the renowned author of THE URBAN CREWS. Stay informed and entertained! Visit us: https://www.theurbancrews.com/

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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.

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New tracks tagged #Bluewhale