Why Invest?
In this award winning podcast, a team of hosts from W1M are joined by a variety of guests to get under the bonnet of investment-related topics. From deep dives across the full spectrum of asset classes and regions, to broader themes of geopolitics, economics, and entrepreneurism, this podcast aims to demystify the worlds of finance, investment and beyond. Hosted on Acast. See acast.com/privacy for more information.
Show episodes
In this episode of Why Invest, Helen Thomas, Founder and CEO of Blonde Money, discusses how political risk is shaping financial markets. Helen explores the challenges of rising debt, ageing populations and why productivity growth is so critical to fiscal sustainability. She highlights the growing fragility of instituti
In this episode of Why Invest? host, Luke Hyde-Smith, speaks with Zahra Ward-Murphy, Strategist at Absolute Strategy Research (ASR). The conversation explores why ASR currently favours a modest equity overweight, the resilience of US growth, and how regime shifts in policy, inflation, and credit supply are reshaping po
In this episode of Why Invest? Luke Hyde-Smith is joined by market veteran and investment futurist Mark Latham. With over 40 years in commodities and fund management, Mark shares his journey from running a leading resources fund to founding Commodity Intelligence and The Angry Portfolio. They discuss the growing influe
In this episode, host Luke Hyde-Smith is joined by guest co-host Stefan Rheinwald and renowned market strategist and author of the Greed & Fear newsletter, Chris Wood. They explore the current contradictions in the Trump agenda, the state of US equity markets, and the implications of surging AI investment. The conversa
Ruchir Sharma: Chairman of Rockefeller International and Founder of Breakout Capital
In this episode host, Luke Hyde-Smith, is joined by renowned investor and author Ruchir Sharma, Chairman of Rockefeller International and Founder of Breakout Capital. They discuss Sharma’s top investment trends for 2025 and examine the evolving global economic landscape at the halfway point of the year. The conversatio
In this episode, Luke Hyde-Smith speaks with Peter Davies, Partner & Head of Developed Markets Strategy at Lansdowne Partners. Peter reflects on his investment journey, sharing how his experience has shaped his current global long-only approach. Peter outlines the core themes driving Lansdowne’s Developed Markets Strat