Peter Lynch stated, “Insiders might sell their shares for any number of reasons, but they buy them for only one: they think the price will rise.” Therefore, it is my absolute pleasure to introduce our global Investing Matters audience to Asif Suria, the former technology analyst, serial entrepreneur, software services creator, quantitative fund founder, owner of the InsideArbitrage website and newletters, investor with a focus on event driven strategies including merger arbitrage, spinoffs, (leg...
Jul 17, 2024•57 min•Ep. 70
To quote Sir Francis Bacon, “Some books are to be tasted, others to be swallowed, and some few to be chewed and digested.” Therefore, it is my absolute pleasure to introduce our global Investing Matters audience to the Investor, Mentor, Keynote speaker, Business Development guru, Multi award winning Fund Manager and global bestselling author of one of the best investing trading books, ‘The Art of Execution: How the world's best investors get it wrong and still make millions’ - the global investm...
Jul 03, 2024•1 hr 15 min•Ep. 69
To quote Ray Dalio, “Principles connect your values to your actions.” With that in mind, welcome to this insightful Investing Matters interview with Richard Stone, hugely talented former Chartered Accountant, Equity Analyst, Financial Controller, Finance Director, CEO, leader and now Chief Executive of the Association of Investment Companies, which he joined in September 2021. Prior to that, Richard was Chief Executive of Share plc (The Share Centre platform) from 2014 to 2020 and was Finance Di...
Jun 19, 2024•57 min•Ep. 68
To quote Pearl Zhu, “Systems Thinkers shape a worldview based on the realization of interconnectedness” With that in mind, welcome to this insightful Investing Matters interview with the hugely successful former Investment Banker, now Head of Primary Markets – Americas for the London Stock Exchange Group, Chris Mayo CFA. As the Head of Primary Markets - Americas at London Stock Exchange Group, Chris provides guidance to companies and their shareholders on their bespoke financing requirements and...
Jun 05, 2024•1 hr 1 min•Ep. 67
To quote Danica McKellar, “Maths is the only place where truth and beauty mean the same thing”. With that in mind, welcome to this insightful Investing Matters interview with the hugely successful Fund Manager, Jean Roche CFA, the Lead Manager of FTSE-list Schroder UK Mid cap Fund and one third of Schroders' UK Small Mid cap Team with Andy Brough and James Goodman. After attaining a Master’s Degree in Financial and Industrial Mathematics from Dublin City University, Jean was successful in being ...
May 22, 2024•55 min•Ep. 66
To quote Wayne Huizenga, “Some people dream of success, while other people get up every morning and make it happen”. With that in mind welcome to this latest episode in the Investing Matters podcast series in which I have the privilege of speaking the hugely multi-talented and globally respected Writer, Trader, Musician, DJ, Entrepreneur, Financial Educator, former Wall St trader and Editor of The Daily Dirtnap, a newsletter for professional investors, Jared Dillian. The author of four books inc...
May 08, 2024•53 min•Ep. 65
As the Biologist, Researcher and two-time Pulitzer Prize winner, Edward Osborne Wilson stated, “In our attempt to make scientific discoveries every problem is an opportunity and the more difficult the problem the greater will be the importance of its solution”. With that in mind welcome to this latest episode in the Investing Matters podcast series with the hugely talented and globally respected, Dr. Jeremy Skillington, the Scientist, Biotechnologist, Entrepreneur and CEO of London AIM listed, £...
Apr 24, 2024•1 hr 2 min•Ep. 64
To quote Melinda Gates, “When we invest in women, we invest in a powerful source of global development”. With that in mind, welcome to this insightful global women’s, diversity and inclusivity champion Alexandra McGuigan, the CEO and Founder, of Inclusive Asset Management. Inclusive AM is a consulting firm focused on changing the face of the asset management industry. They do so by giving visibility to diverse investment talent and helping them to access wider networks to improve their chances a...
Apr 10, 2024•1 hr 6 min•Ep. 63
To quote John Maynard Keynes, "Successful investing is anticipating the anticipation of others”. It is rather important therefore to conduct thorough prior preparation, due diligence and research before investing. With that in mind, welcome to this insightful research focused episode of the Investing Matters series, which is with the hugely talented Edward Marten, the former Independent Financial Adviser, former Investment Banker, turned entrepreneur, Founder and CEO of QuotedData. QuotedData pu...
Mar 27, 2024•1 hr 1 min•Ep. 62
Hi everyone, the London South East and Investing Matters teams and I took the Investing Matters interviews on the road again. We conducted our third "LIVE" event, and it was our second LIVE panel session at the largest investors event in London at the Master Investors Show. With our timely topic of discussion being: Just how undervalued is the UK Stock Market? When the UK recovery does come through, which #stocks could have the greatest #investment potential? From a packed Gallery stage with man...
Mar 14, 2024•51 min•Ep. 62
To quote Microsoft founder, Bill Gates: “We are changing the world with technology”. With that in mind, welcome to this insightful tech, artificial intelligence, generative ai, Magnificent 7 stocks laden episode in the Investing Matters series, which is with the hugely talented award-winning Technology and Software Investment industry expert analyst, George O’Connor, Technology Analyst of Progressive Research. Progressive Research are an analyst founded and analyst led company, that provides bes...
Feb 28, 2024•1 hr•Ep. 61
Peter Lynch said, “If you're prepared to invest in a company, then you ought to be able to explain why in simple language..” Here is a wonderful opportunity to gain insight into the fantastic and hugely successful journey of Brian Feroldi, who has been preparing and educating individuals towards better financial futures. This is typified by Brian’s career mission statement which is “to demystify the stock market.” As a financial educator Brian has written over 3,000 articles on stocks, investing...
Feb 14, 2024•58 min•Ep. 60
Benjamin Franklin said, "An investment in knowledge pays the best interest", a further investment in the high-quality research can also pay significant long-term returns and dividends. Here is an analytical and insightful Investing Matters interview with former Goldman Sachs’ Analyst, globally known and respected Neil Shah, the Executive Director of Content and Strategy at Edison Group. Edison is an investment research and advisory company, with global offices in London, New York, Frankfurt, Tel...
Jan 31, 2024•59 min•Ep. 59
Hello and welcome to this Investing Matters ensemble special podcast where you our global audience are not only going to gain the insights and expertise from one or two expert Fund Managers and Investment industry heavyweight, alas you are going to be treated to six fantastic guests in the form of: Annabel Brodie-Smith : Communications Director of The Association of Investment Companies Stephen Yiu: Lead manager of the Blue Whale Growth Fund Edmund Shing: Global Chief Investment Officer of BNP P...
Jan 18, 2024•48 min•Ep. 58
Scale matters more in an Artificial Intelligence world, which is why the Magnificent 7 and other Ai and AI enabler stocks are outperforming their other tech related peers and far outstripping almost every other listed investment sector. Here is a wonderfully insightful Investing Matters interview with Alastair Unwin, the Deputy Portfolio Manager of Polar Capital Holdings’ UK FTSE 250 listed Polar Capital Technology Trust (PCT) which has a market cap £2.95bn*. PCT on the day of recording* had reg...
Jan 03, 2024•45 min
Here is a wonderful opportunity to gain insight into the fantastic and hugely successful journey of Jamie Catherwood, a Vice President at O’Shaughnessy Asset Management, a quantitative long-only equity firm and leading Custom Indexing provider. Whilst also being the founder of Investor Amnesia LLC, a company dedicated to financial history content with over six-figures in revenue since its 2020 launch. Investor Amnesia has a weekly newsletter with 15,000 subscribers, thousands of monthly web visi...
Dec 13, 2023•53 min
Welcome to the 55th episode of the Investing Matters series with Peter Higgins @conkers3 on Twitter. Where you the global Investing Matters audience, are going to hear about the inspiring and tenacious journey of the classically trained musician, turned financial media multiple award winning leading light Iona Bain. Topics and matters discussed include: -Why Iona became a young person’s personal finance advocate;-Why she set up in her award-winning blog, the Young Money Blog -Why she set up the ...
Nov 29, 2023•1 hr 15 min
Here is a wonderful opportunity to gain insight into the fantastic and hugely successful journey of Brian Pellegrini CFA, founder and chief strategist of Intertemporal Economics. Learn how from his journey from being a securities analyst, to being immersed in the Wall Street “bubble economy” to having to take a temporary a job as an Assistant Manager and Bar tender before gaining his dream job and qualifications whilst working for the legendary British Economist, Bernard Connolly at Connolly Ins...
Nov 15, 2023•1 hr 1 min
Here is a wonderful opportunity to gain insight into what some might say is an unorthodox, however hugely successful journey. That journey has been taken by the awarding-winning Michael Hewson, who gained over 30 years’ experience in finance culminating in his current role as Chief Market Analyst at CMC Markets. Welcome to the 53rd episode of the Investing Matters series with Peter Higgins, @conkers3 on Twitter/X. In this episode, learn how Michael’s tenacity became his foundation, as “nothing c...
Nov 01, 2023•54 min
Here is a wonderful opportunity to gain insight in the fascinating journey and finance career of entrepreneur and multiple awarding finance expert, Founder & Managing Director of Boring Money to learn how her tenacity took her from a Saturday job in Somerset, to Oxford University, to Australia, media /documentary work, asset management, to rock bottom at 30 years of age, to becoming an entrepreneur, receiving a life-changing phone call then setting up Boring Money. With that in mind, welcome...
Oct 18, 2023•1 hr 12 min
Hear a wonderful opportunity to learn how a childhood school incident led to a near four decades successful career in the Investment industry, Investment Banking, being head-hunted to be a CEO and running companies. With that in mind, welcome to the 51st episode of the Investing Matters series with me Peter Higgins @conkers3 on Twitter. As a global Investing Matters audience, you are all in for an absolute treat because this interview is with one of the UK’s most highly respected and sought afte...
Oct 04, 2023•1 hr 12 min•Ep. 51
Are you interested in learning our one man’s passion for investing changed the footprint of a city and the history of the Investment industry? With that in mind, welcome to the 50th episode of the Investing Matters series with me Peter Higgins @conkers3 on Twitter. As a global Investing Matters audience, you are all in for an absolute treat because this interview is with one of the true Scottish, UK and global heavyweights of the independent asset management industry. None other than the multipl...
Sep 20, 2023•55 min•Ep. 50
Are you interested in achieving outperformance by investing in high quality global stocks? With that in mind, welcome to episode forty-nine of the Investing Matters series with me Peter Higgins @conkers3 on Twitter. As I speak with with over 30 years investment industry expert, Gabrielle Boyle, the Investment Director, Head of Research and Fund Manager at Troy Asset Management who has done precisely that, even to the extent of outperforming Nick Train’s, Lindsell Train Global Equity Fund on a to...
Sep 06, 2023•1 hr•Ep. 49
Welcome to episode forty-eight with Iain Barnes the Chief Investment Officer (CIO) of Netwealth. Iain and podcast host Peter Higgins ( @Conkers3 ) chat about an array of topics including Netwealth's investment approach, known as the "Three Pot Theory". He is a passionate believer in the importance of disciplined efficiency in delivering attractive returns to clients. As CIO, Iain advocates for scalable and diversified investment strategies implemented in a cost-effective manner. Iain joined Netw...
Aug 23, 2023•48 min
Welcome to this brand-new investing podcast from the London South East. My name is Peter Higgins, you can find me on Twitter @conkers3 and I will be your host for this series of Investing Matters podcasts. What can you expect from the Investing Matters podcasts? A great question. You will find long form interviews with noteworthy veterans and experts from the investment and fund management industry. During these interviews, each interviewee will share and impart their knowledge, learning and ins...
Aug 09, 2023•1 hr 2 min•Ep. 47
Welcome to this brand-new investing podcast from the London South East. My name is Peter Higgins, you can find me on Twitter @conkers3 and I will be your host for this series of Investing Matters podcasts. What can you expect from the Investing Matters podcasts? A great question. You will find long form interviews with noteworthy veterans and experts from the investment and fund management industry. During these interviews each interviewee will share and impart their knowledge, learning and insi...
Jul 26, 2023•56 min•Ep. 46
Welcome to this brand-new investing podcast from the London South East. My name is Peter Higgins, you can find me on Twitter @conkers3 and I will be your host for this series of Investing Matters podcasts. What can you expect from the Investing Matters podcasts? A great question. You will find long form interviews with noteworthy veterans and experts from the investment and fund management industry. During these interviews each interviewee will share and impart their knowledge, learning and insi...
Jul 12, 2023•43 min
Welcome to the Investing Matters podcast from the London South East. My name is Peter Higgins, you can find me on Twitter @conkers3 and I will be your host for this podcast series. What can you expect from the Investing Matters podcasts? A great question. You will find long form interviews with noteworthy veterans and experts from the investment and fund management industry. During these interviews each interviewee will share and impart their knowledge, learning and insights on what aspects of I...
Jun 28, 2023•51 min
Welcome to this brand-new investing podcast from the London South East. My name is Peter Higgins, you can find me on Twitter @conkers3 and I will be your host for this series of Investing Matters podcasts. What can you expect from the Investing Matters podcasts? A great question. You will find long form interviews with noteworthy veterans and experts from the investment and fund management industry. During these interviews each interviewee will share and impart their knowledge, learning and insi...
Jun 21, 2023•36 min•Ep. 43
Welcome to this brand-new investing podcast from the London South East. My name is Peter Higgins, you can find me on Twitter @conkers3 and I will be your host for this series of Investing Matters podcasts. What can you expect from the Investing Matters podcasts? A great question. You will find long form interviews with noteworthy veterans and experts from the investment and fund management industry. During these interviews each interviewee will share and impart their knowledge, learning and insi...
Jun 07, 2023•50 min•Ep. 42