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, (legal) insider trading, buybacks and SPACs and also the author of the recently released Harriman House book, The Event-Driven Edge in Investing: Six special situation strategies to outperform the market.

Asif was one of the earliest contributors to Seeking Alpha in 2005 and his work has been mentioned in Barron's, Dow Jones, BNN Bloomberg and other publications.

He has been an active investor for more than two decades and his background in technology has helped him build machine learning tools that inform his investing process, especially as it relates to event-driven strategies that require updated data and processes. He previously ran a quantitative investment firm focused on insider transactions.

Operating experience as an executive at venture funded San Francisco Bay Area based companies gave him a front-row seat to understanding how to build and grow companies.

In this insightful and fascinating Investing Matters interview, discover Asif Suria’s fascination with the Beatles, his journey from being a technology analyst, Seeking Alpha contributor, running a quant fund, managing his own website InsideArbitrage, newletters and analysing vast databases of transactions, learn about his personal investing strategies and about his brilliant new book, The Event-Driven Edge in Investing: Six special situation strategies to outperform the market, and also ….

-Y2K bug / Dotcom bubble & bust

-Learning from mistakes

-Investing Influenced by Benjamin Graham, Philip Fisher, Warren Buffett, Peter Lynch, Charlie Munger

-Value investing / Value trap

-Growth at a reasonable price (GARP)

-Connections with Portfolio Manager, CEO, CIO, Investment Manager & authors Vitaliy Katsenelson & Tobias Carlisle

-Event driven strategies

-Merger arbitrage/ Risk arbitrage strategies (Microsoft / Activision Blizzard)

Legal insider transactions (buying/ selling)/ insider transactions (Amazon/Jeff Bezos)

-Bruce Sachs / Vertex Pharmaceuticals

-Stock buybacks / Cannibals (Apple NVR Inc) Double dippers

-Special purpose acquisitions companies / SPACs / WeWork

-Spinoffs (McDonalds / Chipotle Mexican Grill.. Fiat Chrysler / Ferrari)

-Management changes

-Personal investing strategies

-The too hard bucket

-Psychology

-Hedge Fund

-Venture capital fund

-The importance of the law of averages

-The InsideArbitrage database

-Why seasonal / cyclical strategies matter

-Idea generation

-Key lessons & learnings from investing

-Importance of being a learning machine

& much more

We hope you enjoy this podcast, and we look forward to hearing your feedback.

Please subscribe to this podcast on your platform of choice and follow the @InvMattPodcast on Twitter.

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 investment thought leader Lee Freeman-Shor.

Lee left school with ambitions to become a Chef. However, he discovered he did not like the unsociable hours. He then returned to education to study and attained at Law degree at Nottingham Trent University. Alas he didn’t have the desire pursue the path of a legal sector profession. “Through unplanned serendipity”, Lee qualified to become an Independent Financial Adviser (IFA) thus commencing his professional finance/investing journey.

His role as an Investment Development Manager, with AXA Winterthur in March 2002, was followed by the same role at Schroders in September 2004. Then, his previous boss at Winterthur, who moved to Skandia Asset Management as their CIO, asked Lee to join him on the Investment Research side of Skandia with the possibility of eventually running money in October 2005. To quote Lee, “the rest is history.”

From October 2005, Lee went onto be the Fund Manager for the $1bn+ Best Ideas Fund Range. Previously Co-Head of the Equities Research team, he co-managed a 10-person, multi-national team and had direct responsibility for the research and monitoring of all equity managers used across Skandia's platforms, including multi-manager funds, single strategy funds, guided-architecture ranges and much more.

The significant success that Lee achieved at Skandia Asset Management led to be him being recognised as one of the World's Top Fund Managers in the inaugural Citywire 1000 report: for the performance of the Skandia European Best Ideas, Skandia Global Best Ideas and Skandia UK Best Ideas funds.

Following the merger of Skandia Investment Group and Old Mutual Asset Management in 2012, Lee became a Fund Manager for Old Mutual Global Investors from June 2012 until May 2018. During this time, he went on to manage many more billions per year, including bonds, multi-asset funds of funds, winning mandates and managing a larger number of global fund managers.

In this insightful and fascinating Investing Matters interview, discover how the multi-award-winning Fund Manager and international bestselling author Lee Freeman-Shor, researched over a period of seven years. Hear about the investing habits of forty-five of the best Fund Managers in the world that he had allocated between $25m and $150m during that time. Hear about ‘The Winners checklist’, ‘being greedy when winning’ and much more, including…

-Serendipity

-Importance of proper mentoring

-Equity Management / Best ideas

-The Kelly Criteria

-Risks

-The genesis of the global bestselling book, The Art of Execution

-Learning the about the characteristics, mindset & straits of individuals & fund managers

-Performance & investing performance hit rates

- Discover the five distinct tribes and habits of investors: Assassins, Hunters, Rabbits, Connoisseurs and Raiders

-Best strategies for when you are experiencing a losing investment

-Best strategies for when you are experiencing winning investment

-The Wingman, the trading tool

-Psychology

-Biases impact even professional investors

-Overconfidence bias

-Confirmation bias

-Endowment Bias

-Anchoring bias

-Sunken cost bias

-The boredom factor

-Price targets are bad

-Dealing with losing trades

-Why price targets are bad

-British American Tobacco, Superdry, Bitcoin, Nvidia, Gold, ETFS, S&P 500, Mining stocks

-Long-term investing & compounding are key

-Ride / run your winners

-Cultivate multibaggers

-Personal investing strategy

-Investing & much more

We hope you enjoy this podcast, and we look forward to hearing your feedback.

Please subscribe to this podcast on your platform of choice and follow the @InvMattPodcast on Twitter.

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 Director from 2006 to 2013. At Share plc he positioned the company to deliver exceptional customer service, including digital transformation, for both direct retail clients and other partner investment firms. Floating the business on London’ Alternative Investment Market (AIM) in May 2008. Richard led Share Plc for seven years as Group CEO prior to the business being purchased by Interactive Investor in 2020. Many of you will be aware that as a subsidiary of Interactive Investor, that Share plc was purchased in May 2022 by the behemoth investment company Abrdn Plc.

Having had an interest in stocks and shares since his teens. Richard’s passion for numbers led to him pursuing and attaining a Philosophy, Politics and Economics Degree at York University.

Following this he gained his “first proper job” with Ernst & Young (EY) as a Trainee Accountant. Richard excelled at EY and went on to win the coveted KPMG Peat Prize (The Peat Gold Medal & Prize) for the highest mark in his final Chartered Accountancy exams. Richard is qualified ICAEW Chartered Accountant.

After some year auditing for EY, Richard got the opportunity in 1999 to move to London to work as a software and information technology equity analyst for the US-based Investment Bank, Robertson Stephens. Where he worked on numerous IPOs in London. He then moved to ECsoft Group Plc the Information Technology Consulting Service co, a dual listed Nasdaq firm as their Financial Controller. Following which he moved to Huntsworth Plc, becoming their first Financial Director, where as part of the team backed by 3i, worked diligently and rapidly over three years grew the company from 100 members of staff to 600. He then joined Gavin Oldham at the Share Centre (Share Plc).

Richard has seen and worked across the US & UK Capital Markets from almost every angle during the past two decades, which makes for fantastic and insightful Investing Matters which will be informative for all.

In this Investing Matters interview, Richard gives a brief overview of his roles and responsibilities at the Association of Investment Companies, AIC’s fantastic team, Investment companies’ growth, capital raising, dividends, reasons to be optimistic and much more.

Topics and discussions also include:

-Equity participation

-Investment companies / Investment Trusts

“Never get into stockbroking”

-Studying economics / Big privatisations

-Investment companies discounts to Net Asset Value, tightening cycle

-Private Equity

-Renewables / Infrastructure

- Reasons to optimistic

-The UK market “is pregnant with value”

-Mergers, wind-ups, buybacks

-The British ISA

-Shareholder engagement

-Investment companies cost disclosures

-Stamp Duty

-AIC’s education & building awareness strategy

-Structural benefits of investing in investment trusts

-Dividend Heroes

-A long-term savings plan

-Long-term investment outperformance

-Investing & much more

We hope you enjoy this podcast, and we look forward to hearing your feedback.

Please subscribe to this podcast on your platform of choice and follow the @InvMattPodcast on Twitter.

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 strategy. He helps companies from the Americas across all sectors access high quality institutional capital in London’s public markets.

Chris has close to 30 years of corporate finance experience in New York and London as an Investment Banker for Barclays, Salomon Smith Barney, Citigroup and Schroders and has completed numerous M&A and equity transactions.

Before taking up primary markets responsibilities for the Americas, Chris spent two years as the LSE’s specialist in London on the technology and life science sectors with a focus on building LSE’s relationships with venture capital investors. Immediately prior to joining LSE, Chris spent 3 years as an investor and Head of Strategy for an early-stage cloud networking technology managed services company, which exited to a UK technology company.

Salford, UK born Chris is a huge Manchester United fan with historic connections to the football club. He holds a First Class Honours Degree in International Business and German from Aston University, a Masters in International Affairs from Columbia University and is a CFA Charterholder.

In this Investing Matters interview, Chris gives a brief overview of his roles and responsibilities at London Stock Exchange Group, the value-added global financial access available via London, his unique transatlantic perspective on markets / listings / equity culture, his personal investing strategy and much more.

Topics and discussions also include:

-Junior Analyst to Investment Banker dealmaker

-Working on the minority Liverpool FC stake sale to Granada TV

- Experiences of the Dot com Boom & Bust, 911, Financial crisis, working on interesting deals

-Being a “staffer”

-Regulatory changes/ Audit / Accounting / Sarbanes-Oxley controls

-Initial Public Offerings (IPOs)

-Career journey & roles with London Stock Exchange Group

-LSEG’s Lifesciences & Tech initiatives

-The vital role that the London Stock Exchange Group plays in the Private and Public markets

-The positives & advantages of listing in the UK

-Venture Capital / Private Equity

-Capital raising for small and large companies

-Investing reforms needed

-Listings including, Diversified Energy / MaxCyte / Microsalt / Helix Exploration / Boku

-Equity culture difference between US & UK investors

-British ISA

-Investing diversification

-Stamp Duty

-Pensions / Pensions allocations

-Visibility & Awareness

-Performance of US IPO market

-Personal investing strategy / having the courage of your investing convictions

-Investing in ETFS & actively managed funds

-London Stock Exchange Group is a tech company

-Shein & Raspberry Pi future UK listings

-Global access to financial markets via London

-Valuation differentials

-Investing & much more

We hope you enjoy this podcast, and we look forward to hearing your feedback.

Please subscribe to this podcast on your platform of choice and follow the @InvMattPodcast on Twitter.

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 selected for Morgan Stanley’s graduate programme and commenced her investment career in 1999. As an Equity Analyst, Jean covered the tobacco sector, food producers, then general retail. Jean also worked for Panmure Gordon, before moving to Hargreave Hale in 2013 as a Fund Manager.

Having been personally selected by the hugely talented and respected investing legend Andy Brough, Jean joined Schroders in 2016 and became Fund Manager of Schroder UK Mid Cap Fund plc in February 2021, having been Co-Fund Manager since September 2016. They have been successfully compounding fantastic investment return for Schroders and their investors ever since. Most recently Jean was nominated for the award of Fund Manager of the Year in the Plc Awards.

In this Investing Matters interview, Jean gives a brief overview her roles and responsibilities at Schroders, the winning analytical methodology and processes undertaken by the Schroders Mid Cap team when selecting long-term holdings, the importance of checking balance sheets, compounding winning stocks, her own personal investing strategy and much more.

Topics and discussions also include:

-The Schroder Mid Cap team’s investing philosophy, methodology and strategy

-The Heineken index.

- Stocks, Games Workshop, 4Imprint, Chemring, Babcock, Bodycote, Qinetiq, Inchcape, Dunelm, Man Group, Renishaw, Oxford Instruments

--When to sell a holding.

-Unique, Flex & stocks to avoid.

--ESG / Sustainability.

-Digital transformation.

-The importance of balance sheet screening.

-Personal investing strategy, Pension.

-ETFS.

-Diversity / Inclusion / The Diversity Project brainchild of Dame Helena Morrissey

-Finding 30 multibaggers, what are the characteristics

We hope you enjoy this podcast, and we look forward to hearing your feedback.

Please subscribe to this podcast on your platform of choice and follow the @InvMattPodcast on Twitter.

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 including the fantastic Harriman House recently published book: No Worries, How to live a stress-Free Financial Life.

Jared graduated from the United States Coast Guard Academy in 1996 with a B.S. in Mathematics and Computer Science, from the University of San Francisco in 2001 with a Master’s in Business Administration, concentration in Finance, and from the Savannah College of Art and Design in 2023 with a Masters in Fine Arts in Writing. Jared worked for a small floor market maker on the Pacific Options Exchange from 1999-2000 and was a trader for Lehman Brothers from 2001 to 2008, specializing in index arbitrage and ETF trading.

Jared is a master of market psychology and has been called the “Dr. House” of trading, and he has a following ranging from casual investors to professional traders and hedge fund managers.

He has been a regular contributor at Bloomberg Opinion, Forbes, TheStreet.com, and other outlets. Jared is a frequent speaker at conferences, and his appearances include MSNBC, Bloomberg TV, The New York Times, LA Times, Business Insider, was the host of The Jared Dillian Show, a nationally syndicated radio show on personal finance.

In his spare time, Jared is a progressive house DJ and speaks frequently on mental health issues at financial institutions. Additionally, Jared is an adjunct professor in the business program at Coastal Carolina University. He was also an investment strategist at Mauldin Economics.

In this fascinating and insightful Investing Matters interview Jared Dillian a survivor of 9/11, financial educator, former Wall St. trader, with over twenty-five years’ experience of the markets, shares many investing, trading and personal finance lessons and strategies on how to achieve a “No Worries” stress-free financial life.

Topics and discussions include:

-Desired to a writer and author

-Serving a spy for Coast Guard Intelligence.

-His catalyst for going part-time to Business School.

-Outworking everyone else.

-His first lucky break in finance.

-His hunger and determination to succeed.

-Working on the Trading Floor

-Working at Lehman Brothers as an Index Arbitrage trader & later as the Head of the ETF trading desk.

-Lessons learned at Lehman Brothers

-Rejecting a huge financial salary & security.

-Backing himself & the importance of thinking big.

-The Daily Dirtnap newsletter growth & success.

- How & when he started investing and his current Investing/trading philosophy.

-Always being contrarian.

-Buying out of favour stocks.

-Sentiment a recurring winning strategy.

-Huge OIL qualitative trading success.

-Psychology.

-Deep value investing

-No stock, no index, no mutual fund is safe.

-Generating risk adjusted returns.

-Minimising volatility.

-The characteristics and straits of success investors & traders.

-Hedge Funds

-Growth of Private Equity and potential risks.

- How to “Live in the Noise” of the markets and optimise your decision making.

-The rationale behind the use of “Invest then Investigate”.

-The book, No Worries: How to live a stress-Free Financial Life.

-Why F.I.R.E. is a dumb philosophy.

-- Why we can all choose how much money we earn.

- The optimal way to minimize financial risk and stress.

-Buying Vs Renting property

-The Cult of Home ownership

- The rule 150.

-Investing diversification.

-The awesome portfolio of ETFs.

-Stocks/Bonds/Cash/Gold/Real Estate

-Trading Bitcoin

-The emergence of the Bitcoin ETF

-The option value of cash

-Personal finance and the Abundance Mindset

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, £50 million market cap Poolbeg Pharma.

Poolbeg Pharma plc is a biopharmaceutical company that is engaged in the development of medicines to address the unmet need for infectious and other prevalent diseases. The Company is involved in the development of a range of pharmaceutical products. Its product pipeline includes POLB 001, POLB 001 Oncology, POLB 001 Influenza, AI Programs, Oral GLP-1R Agonist.

Its POLB 001 aims to target the Cytokine Release Syndrome (CRS) associated with many cancer immunotherapy treatments which impacts 70% of patients undergoing CAR T or Bispecific Antibody therapy. The company uses artificial intelligence to identify infectious disease drug targets & treatments.

Its Oral GLP-1R Agonist is a delivery system which offers a scalable, natural, Generally Regarded As Safe (GRAS) approved solution for the oral delivery of metabolic peptide cargo to specific areas of the gut and into systemic circulation for the treatment of diabetes, obesity and other metabolic diseases.

Jeremy whose father worked at a Pfizer manufacturing plant in Cork, Ireland, “Always had an interest in the sciences”. Which would first take him to Munster Technical University where he attained his Diploma in Food Science and Technology, followed by his Biochemistry, Bachelor of Science Degree with Honours from the University of Galway (UoG). He also later attained his Biochemistry PhD from UoG.

After completing his PhD Jeremy did Postdoctoral research at the University of California, San Francisco for three years before entering the Biotech industry in the Business Development group at Genentech in California in 2002. Throughout his time at Genetech up to 2009 Jeremy played a significant role in executing over forty licensing, investment and collaborations with biotech companies globally.

Jeremy recalls, “how he learned so much from this hard-working, driven, smart but friendly and supportive Genetech Business Development team. With two stand out people in those early days, being his hiring manager, Dr Jonathan Lewis, an Oxford educated Immunologist and investment banker, and an industry veteran, Dr Jack Obijeski. Who both took him under their wings and showed him the biotech ropes.

Since returning to Ireland in 2009, Dr Jeremy Skillington has crammed in an awful lot globally, including investing in the Medtech space, being the third employee of the very significant Irish biotech firm Inflazome, which after a mere four years achieved a landmark exit in September 2020 when it was purchased by Swiss drug giant Roche, This after Inflazome’s leadership team with Jeremy heading up its business development had driven its phenomenal success. Then in 2021 he took “the call“ from seasoned serial entrepreneur Cathal Friel to become the CEO of Poolbeg Pharma. Jeremy has held that role since mid-2021 prior to Poolbeg Pharma’s AIM listing in July 2021.

Dr Jeremy Skillington, CEO of Poolbeg Pharma now has over twenty-one years’ experience in the biotech industry, please listen to his fascinatingly insightful Investing Matters interview. As he shares insights on the global and Irish MedTech, Pharma, Biotech industry, angel investing via the Medtech Syndicate, the importance having “skin in the game”, leading and investing his money into Poolbeg Pharma’s long-term potential, due to its world class leadership team and robust pipeline of innovative products and much more.

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 at success.

‍The Asset Management industry favours larger fund managers as they are deemed less risky. The problem is, as assets under management grow, returns tend to decrease incrementally. This means that new innovative fund managers never make it to scale, and investment returns are stifled by size.

Inclusive AM’s goal is to change that and therefore change where capital flows go, to ensure the growth potential of innovative fund managers. Although women and minorities are overrepresented in top quartile investment performance, they end up managing one cent in the dollar. This presents an exceptional opportunity for allocators to have greater diversity in their portfolios. Inclusive AM works with diverse managers to change the demographics of the investment industry.

Prior to founding Inclusive AM, Alexandra was the Global Development Director for 100 Women in Finance and was responsible for all business development and corporate engagement.

A sales and marketing strategist with a specialisation in alternative investments, Alexandra has successfully helped international fund managers navigate and develop a presence in the APAC region, raising over $2.5 billion AUM from institutional investors.

Based in Singapore, Alexandra has also held senior roles at Tribeca Investment Partners, SHED Enterprises, and Investec, where she was responsible for developing and implementing sales and marketing strategy for products and new business opportunities.

Alexandra has worked with international fund managers, across asset classes including GAM, Adveq, Och Ziff, Diamond Asset Advisors and Qblue Balanced.

She started her career in Asset Management at BNY Mellon Asset Management.

Alexandra is a Chartered Alternative Investment Analyst and a CAIA Singapore Chapter Executive. She holds an MBA majoring in International Business from UTS and has a BA Media Communications, Sydney University. She has studied in Australia, France and the USA.

Although fewer females are in the stockmarket or are in leading positions as CEOs, CFOs, Founders, Fund Managers, Asset Managers or Wealth Managers, numerous studies have found that women investors over the long-term outperform their male peers. In this fascinatingly insightful Investing Matters interview Alexandra McGuigan will share with you the inspiring career path and investment journey that has taken her around the world, enabled her to speak various languages and light the entrepreneurial leadership spark in many men and countless women around the world in her quest to make the Asset Management industry far more inclusive.

Topics and discussions also include:

-Career starting in the Wine Industry

-Passion for education and continual learning

-Roles, experiences & lessons working in the Asset Management industry

-Personal investing strategy

-Role as CEO & overview of Inclusive AM

-Benefits of diversity & inclusivity for Corporations

-Gender pay gap

-Imposter Syndrome & Confidence

-Importance of good leaders & mentors

-Private Equity, supply chains

-Financial discipline / Superannuation / Compounding

-Good investment opportunity

-Succeeding against the odds

- 100 Women in Finance / Gender Equality / Diversity / Inclusion

- CAIA Association

-Association of Investment Companies research

-The importance of backing yourself & self-development

-Raising your first billion dollars

-Unconscious bias

-Inspiring & investing in others

-Plans to launch a Woman’s Fund

- and much more

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 publishes free, reliable educational resources, research and news on carefully selected sectors and companies, some of which is sponsored. Investment companies and real estate investment trusts (REITs) are their core focus of service. QuotedData aim to offer all investors access to the same resources that a professional investor would use. In addition, they provide data, including performance charts and statistics, across the full spectrum of pan-European equities. Their team of expert analysts write objective balanced articles and research notes to provide all investors with information that would enable them to make their own investment decisions, or to understand in more detail what their Independent Financial Adviser is recommending to them.

Prior to founding QuotedData in 2013, Edward spent over 10 years in investment banking with Cazenove (now JP Morgan Cazenove) and before that, Collins Stewart (now Canaccord Genuity). At Cazenove, Edward focused on Investment Trusts, working with the number-one Extel-rated team, and broadened his focus to Pan European equities, servicing a global investor base and raising over €1 billion for companies. Afterwards Edward set up an equity agency broker that was subsequently sold to SpareBank1Markets, part of the second biggest savings alliance in Norway.

“Learning is an ornament in prosperity, a refuge in adversity, and a provision in old age.” Therefore, please listen now to this insightful Investing Matters interview with Edward Marten, the Founder and CEO of QuotedData. As he shares his vast knowledge and expertise from working in and across the Investment industry. The topics we discussed include:

-Holistic picture of finance, wealth and investments

- Sales / Equity Sales

-Trading floor / Investment Banking

-Entrepreneurial drive to build

-An overview of QuotedData & its services

-Investment companies / Real estate investment trusts

-Independence

-Sponsored content / Advertising / Research

-Personal investing strategy

-Capital markets

-Quality research analysts

-Code of Conduct

-Investing long-term

-Quality research

-Listed investment funds

-Diversification

-Absolute funds / Multi-asset funds

-Cost Review

-Investment companies’ discount

-ESG / Cleaner energy assets / Renewables / Green washing

-Oversold valuation of the UK

-British ISA

-Magnificent 7 / Artificial Intelligence / Generative Ai

-Investment industry consolidation / Outflows /

-Merger and Acquisitions / Disposals / Takeovers

-Creating growth / Value for money

-Financial education

-Wealth creation

We hope you enjoy this podcast, and we look forward to hearing your feedback.

Please subscribe to this podcast on your platform of choice and follow the @InvMattPodcast on Twitter.

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 many delegates finding standing room only, my fantastic panel of stellar investment industry experts consisted of:

George O'Connor : Progressive Research' Technology Analyst, the award-winning, sell-side equities analyst covering software & IT Services

Charlie Huggins (CFA) : Head of Equities of Wealth Club

Stephen Yiu : Lead manager of the Blue Whale Growth Fund

Gervais Williams : Head of Equities of Premier Miton Investors

Each individually and brilliantly delivered their presentations to a packed audience with regards to:

Just how undervalued is the UK Stock Market?

When the UK recovery does come through, which #stocks could have the greatest #investment potential?

The topics recorded from this fantastic panel session for your educational pleasure include:

-Quality shares

-Best stocks

-Valuations

-Takeovers

-New Tech cycle

-UK attractiveness / cheapness

-Potential UK catalysts

-Value stocks

-Total returns

-Stock picking

-Quantitative Tightening & Quantitative Easing

-Artificial Intelligence

-Generative Ai

-Global mindset / Home bias

-Computacenter

-Next Plc

-Compass Group

-YU Group

-CyanConnode

-Relx

-Experian

-Croda

-Capita

-Beeks Financial

-Oxford Metrics

-Magnificent 7

-Nvidia

-Total Addressable Market

-Sitting on a goldmine

& much more

The London South East, Investing Matters teams and I, as host of the LIVE Investing Matters panel session at the Master Investor Show, would like to say a huge thank you to George O’Connor, Charlie Huggins, Gervais Wiliams and Stephen Yiu for their outstanding presentations, for sharing their knowledge, expertise, strategies and for answering the questions of our astute LIVE Master Investor Show audience and our global Investing Matters audience.

I would personally also like to also say a huge thank you to Tim Corcoran and the Master Investor Show team for their kindness, support and for achieving what was the best and most successful Master Investor Show 2024.

We hope you enjoy this recording and very much look forward to hearing your feedback.

Please subscribe to this podcast on your platform of choice and follow the @InvMattPodcast on Twitter.

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 bespoke research, investor engagement and advisory services to quality companies across a broad range of sectors. Their experienced team have provided guidance to public and private companies of all sizes, from large FTSE 100 companies, growth companies on AIM and AQSE, to those just considering listing.

After attaining a Double BA Honours Degree in European Studies at the University College Cork, George began his Information Technology career at IDC as an IT Analyst. Now with over 25 years of equity research experience in the Investment Industry that has included working for investment companies such as, Granville Davis, Albert E Sharp, Old Mutual Securities, Shore Capital, Panmure Gordon, Stifel Nicklaus as a Managing Director and more recently Technology lead at Goodbody Stockbrokers, part of Allied Irish Bank, one of big four commercial banks in Ireland.

George has been a stalwart of the Tech sector for the last 25 years. It is fair to say that he knows the markets and what is needed for successful investing better than most.

In this fascinating insight into the world of tech, artificial intelligence, generative ai currently being dominated by the Magnificent 7 stocks (some would say mainly Nvidia), my Investing Matters interview with George O’Connor, Technology Analyst of Progressive Research delivers colour and knowledge including:

-Defining the attributes of Ai winners

-How to find the future winning tech stocks

-Nvidia’s awesome growth trajectory

-The Magnificent 7 stocks

-The importance of the valuation ratio

-Artificial Intelligence, Generative Ai

-Plausibility & Hallucinations

-Life Cycle Model / Gartner Hype cycle

-UK Ai opportunity

-Valuation gap

-To love a profit warning

-Ensuring you don’t overpay

-Championing better markets

-FTSE & AIM Tech opportunities

-Private equity dry powder

-Mergers, growth, IPO’s and Takeovers

& much more.

Thank you to all our listeners - we hope you enjoy this podcast, and we look forward to hearing your feedback.

Breaking news: Please do join George O’Connor, Stephen Yiu, Gervais Williams & Charlie Huggins for the All-star “LIVE” Investing Matters panel session at the Master Investor Show at 3.30pm on Saturday 9th March with host Peter Higgins. About the show - Master Investor Events. Please book your FREE ticket/s now using the promotion code : LSE

Please subscribe to this podcast on your platform of choice and follow the @InvMattPodcast on Twitter.

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, and personal finance for the Motley Fool, author, speaker, and hugely successful YouTuber. He has an MBA in finance and has been investing since 2004. Brian is the author of the best-selling book, Why Does the Stock Market Go Up? His thorough expert understanding of the markets compounds his rightful aversion for selling quality investment holdings. He is also a student of the Peter Lynch investor philosophy which states, “The key to making money in stocks is not to get scared out of them.”

As Mark Twain stated, “the secret of getting ahead is getting started”. Therefore, please listen now to this fascinating and inspiring Investing Matters interview with Brian Feroldi, in which he explains why the stock market goes up and our discussion also includes:

-Brian’s first exposure to stocks and the Dow Jones Industrial Average

-Brian’s initial view the Stock Market

-The right and wrong way to invest

-Importance of reading, passion for learning

-The importance of learning from mistakes

-Brian’s investing mistakes

-The biggest investing mistake

-Aversion to selling stocks

-Identifying multi-bagger stocks

- The network affect

-Motley Fool

-How he honed his writing and investing skills

-Why do stock markets continually go up?

- An overview of Brian’s best-selling book "Why Does The Stock Market Go Up?"

-The Wall St Journal, Charles Dow, Edward Jones

-Overtrading

-Compounding affect

-Psychology

-Importance of studying market history

-Why todays investors are spoilt

-Buy and Holding investing

-Dollar cost averaging

-Know thyself / Study your investing behaviour

-Financial freedom

-Some of the main rules for successful investing

-Competitive advantage, Moat, Counter positioning

-Stocks include; Microsoft, MercadoLibre, Netflix, Clear Secure Inc

-The importance of a long-term investing mindset

-You will gain an understanding as to why Brian at the time of this podcast has 534.5k followers on Twitter/X

We hope you enjoy this podcast, and we look forward to hearing your feedback.

Please subscribe to this podcast on your platform of choice and follow the @InvMattPodcast on Twitter.

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 Aviv and ten further partner offices.

Neil grew up in Kenya, graduated from the London School of Economics with a Bachelor of Science Degree in Economics. Neil started his career at Price Waterhouse in 1994 in the banking, capital markets and treasury tax team. In 1997 he joined the pan-European research team at Goldman Sachs, covering construction and building materials. He left Goldman Sachs in 2003 to set up Tusker Capital, a long/short hedge fund.

Neil joined Edison Research in January 2005 after being meeting and being interviewed by Edison’s founder Fraser Thorne. Fraser and Neil have grown Edison Group into a global value proposition over the past two decades. Edison’s content and research are now view and consumed globally as in 2023 their content was read in 200 countries.

This fascinating insight to the world of Equity Research, Capital Markets, Investor Relations, Content and Strategy with Neil Shah, the Executive Director of Content and Strategy at Edison Group includes:

-An overview of Edison Group its solutions, Edison Research, its differentiated services including investor relations and strategic consulting services

-The importance of good mentors

-Being entrepreneurial

-Self-selection bias

-Quality Model Portfolio / illuminator portfolio

-Outperformance of companies

-Eureka moment

-Companies mentioned includes Rolls Royce, Rightmove, Serica Energy, GlobalData, 4Imprint, Team17, Relx,

-Power of compounding

- The Investment Research Review & Rachel Kent recommendations

-Research platforms opportunity to move forward

-UK stocks potential catalyst

-Importance of & Access to research

-Valuations / Takeover premiums

-Research is the golden thread

-Risk Vs Reward of Ai race

-Outlook for the Magnificent 7

-Growth rate & impact of Ai

-Empower the retail audience & their participation into markets

-Provision of the right investment and research tools/ solutions

- & much more.

We hope you enjoy this podcast, and we look forward to hearing your feedback.

Please subscribe to this podcast on your platform of choice and follow the @InvMattPodcast on Twitter.

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 Paribas Wealth Management

Gervais Williams: Head of Equities of Premier Miton

Charlie Huggins: Head of Equites of the Wealth Club

George O'Connor : Award winning, sell-side equities analyst covering software & IT Services

My “Magnificent 6” guests answered and shared their insights and expertise on the following:

Their greatest investing takeaways and lessons from 2023.

How they will apply those lessons learned from 2023 in 2024.

What one thing in they view could have the biggest impact on both the UK and global economy in the 2024.

What their investing outlook for 2024 is?

Which stocks or sectors they are least interested in and or would avoid as we head into 2024?

Which stocks or sectors they favour and or are overweight in as we head into 2024?

Followed by a final fun a question.

 My “Magnificent 6” covered topics including:

Identifying compelling opportunities.

Change is constant.

Inflation & Interest rates.

Focus on high quality small caps.

The Magnificent 7.

Herd mentality remains strong.

The Private Equity sector & Investment Companies.

Look for companies with resilience.

The small cap effect and comeback.

Major Elections.

Central Banks.

AI & Generative AI opportunities.

Bonds.

Geopolitical risks/ Increased volatility.

Indebted & highly leveraged companies.

Commodities & precious metals.

Initial Public Offerings.

Focus on long-term quality fundamentals.

Property, REITS, Banking, Real Estate, Telecoms, Renewable Energy & Tech sector

Takeovers / Merger & Acquisitions

Contrarian opportunities/ Survivors & thrivers.

Recessionary risks.

FTSE 100 / AIM Index.

Stocks include Computacenter, Canadian Natural Resources, Relx, Mastercard, Nvidia, Adobe, Microsoft.

& much more.

We hope you enjoy this podcast, and we look forward to hearing your feedback.

Please subscribe to this podcast on your platform of choice and follow the @InvMattPodcast on Twitter & Investing Matters on Linkedin.

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 registered a performance year to date of +40.66% in 2023. Additionally, the Trust had also achieved a 10 years CAGR of 17.83%*.

Alastair Unwin has a First-class Honours Degree in History from the University of Cambridge; he is CFA Charter holder, and he has over 12 years investment industry experience. He joined Polar Capital in June 2019 as a Fund Manager. Prior to joining Polar Capital, Alastair co-managed the Arbrook American Equities Fund. Between 2014 and 2018 he launched and then managed the Neptune Global Technology Fund and managed the Neptune US Opportunities Fund. Prior to Neptune, Alastair was a technology analyst at Herald Investment Management where he worked with the legendary Katie Potts.

This fascinating and artificial intelligence inspired Investing Matters interview with Alastair Unwin the Deputy Portfolio Manager of Polar Capital Technology Trust discussion includes:

-An overview of the Polar Capital Technology Trust (PCT)team, investing strategy and philosophy

-What is Artificial Intelligence

-What is Generative Artificial Intelligence

-Ai enablers

-Ai adopters

-Ai beneficiaries

-Sell discipline

-“Change is non-linear”

-Avoidance of hubris

-Valuation and overconfidence

-Risks to Ai’s exponential growth

-Network effects

-OpenAi debacle

-What counts as a smallcap?

-Arista Networks, cloud networking solutions

-Crowdstrike, Palo Alto Networks, Cybersecurity AI

- A Cloud-first world

-Apple’s dominance

-The importance of diversification

-Personal investing strategy

-Book: The Innovators Dilemma by Clayton M Christensen

-Charity and community work

- Inflection points

-Amazon

-Google

-Microsoft

- Nvidia’s stellar growth

- Polar Capital Technology Trust’s (PCT) long-term outperformance

& much more

We hope you enjoy this podcast, and we look forward to hearing your feedback.

Please subscribe to this podcast on your platform of choice and follow the @InvMattPodcast on Twitter

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 visitors, and two online history courses featuring lectures from Marc Andreessen, Jim Chanos, Niall Ferguson and more. Its success and rapid rise have led to Jamie gaining multiple appearances on BloombergTV, the Bloomberg OddLots Podcast, annual guest lectures at Yale University’s School of Management, and keynote presentations at finance conferences across America.

Jamie’s interests in finance and investing began whilst he was History student at Kings College, London. However, he didn’t any real opportunities to learn about investing outside of a few economic history courses he took. On advice from a close friend, Jamie began listening regularly to two podcasts: Invest Like the Best by Patrick O’Shaughnessy & Masters in Business by Barry Ritholtz to enhance his knowledge of finance, investing, the markets and he would research every term he did not understand.

After graduating with his BA Honours History Degree, Jamie got his first job at Arthur J. Gallagher in their Institutional Investment Consulting division. Which managed portfolios for large pension plans and other institutions, handling asset allocation, manager due diligence and selection.

Jamie’s serendipitous journey from A J Gallagher to being headhunted to join O’Shaughnessy Asset Management by Patrick and Jim O’Shaughnessy by March 2019 is a fantastic and must listen.

This fascinating and inspiring Investing Matters interview with Jamie Catherwood (also known as the Finance History) also includes our discussion on:

- What is the biggest risk to your portfolio?

- The Magnificent 7 outperformance: Amazon Apple Google Meta Microsoft Nvidia Tesla;

-Quantitative equity management;

-Book by Jim O’Shaughnessy, “What works on Wall Street”

-Overview of O’Shaughnessy Asset Management & its services;

-Canvas & Custom indexing;

-Direct indexing;

-Factoring investing;

-Tax efficient investing;

-Quantitative investing factors / characteristics;

-History of human behaviour / emotional;

-Jamie’s personal investing strategy & lessons;

-Crypto & Bitcoin

-Compounding investing returns;

-The rapid rise of Investor Amnesia, plus an overview of its offerings;

-Financial history;

-Historical bubbles and mania;

-The importance of Dutch financial innovation;

-Anne Golgar’s book, “Tulip Mania: Money, Honor, and Knowledge in the Dutch Golden Age”

-What are Warren Buffett’s Three I's?

-Why history should be thought of as a compass and much more.

We hope you enjoy this podcast, and we look forward to hearing your feedback.

Please subscribe to this podcast on your platform of choice and follow the @InvMattPodcast on Twitter

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 Young Money Agency with her Dad

- One the best moments of her personal and professional life;- Overview of her second book: Own it! How our generation can invest our way to a better future

-Why we need to invest for the future;- How to we should invest

-The Covid lockdown young investors boom;-IPSE Freelancer of the Year-Owning an independent perspective

-Why personalised realistic investment targets are required

-“Are pensions sexy?” Future funds for young people

-The Lifetime ISA (LISA), getting on the property ladder;-Paying off a mortgage

-BBC Morning Live, money expert role;- Find out why Iona credits her musical education with being very useful in her personal finance media career

- Dyscalculia and being an Ambassador for the National Numeracy Organisation

-Education and innovation of financial services for younger people

-Appearing on Question Time as a panel guest with Fiona Bruce;-File on 4: The flagship investigative programme for BBC Radio 4

-Young-ISH Money

-Why Iona believes you should “keep money in your head and not in your heart”

-Iona’s own personal investing strategy, stocks, shares, ETFS, Investment Trusts, passive investing and much more

We hope you enjoy this podcast, and we look forward to hearing your feedback.

Please subscribe to this podcast on your platform of choice and follow the @InvMattPodcast on Twitter.

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 Insight as a Senior Analyst before founding his own business, Intertemporal Economics.

Welcome to the 54th episode of the Investing Matters series with me Peter Higgins, @conkers3 on Twitter/X.

Please listen now to learn how Brian Pellegrini, CFA, who attained bachelor’s degree in computer science from Columbia Engineering, New York, one of the top engineering schools in the U.S. and one of the oldest in the nation. Plotted his path his success, encompassing the high, lows, peaks, troughs and successes which encompassed roles at Ray Dalio’s Bridgewater Associates, as a Reporting Analyst.

Morgan Stanley as an Asset-Backed Securities Analyst where he participated in over $100B of Mortgage and ABS offerings, restructurings and principal transactions. Worked directly with senior U.S. Treasury officials to develop the “Straight-A” Asset-Backed emergency funding conduit for the student loan market. Was the founding author and editor of the weekly Asset-Backed Securities and Credit Derivatives newsletter. Provided analytical and banking support for more than $500M of Structured Product offerings.

Then sadly found himself having to take a temporary job as an Assistant Manager and Bartender, following the boom and bust of the Asset Backed Securities market and financial crash. Before rising again when he gained the role of an Investment Banking Associate at Merriman Capital, Inc. Worked with directly with Merriman’s senior management and senior management of high-growth technology firms to develop financing and growth strategies. He also conducted and presented strategic and valuation analysis for management teams and boards of public companies.

All of this was merely foundations for Brian’s goal of gaining his dream job as a Research Analyst which he gained at Connolly Insight working alongside the legendary British economist Bernard Connolly. Where he wrote research on economic trends and portfolio strategy for hedge funds and other types of asset managers. Provided research support to the Senior Analysts including topical research, model building and scenario analysis. Conducted corporate strategy research on new product proposals and new market opportunities.

During his tenure attained the qualification of a Chartered Financial Analyst (CFA), attended D'Amore-McKim School of Business at Northeastern University where he gained his master’s in finance degree. Always a fast learner Brain then also attended Columbia Business School where he attained his Master of Business Administration (MBA) qualification. All whilst thriving in the environment of and under the tutelage of Bernard Connolly. Brian was quicky promoted to Senior Analyst, where he global macro research used by portfolio managers to adapt trading strategies. Designed custom economic indicators and provided analysis on various financial markets. Presented economic views and research at conferences, as a panel participant and internal client events.

When Bernard Connolly decided to focus on writing and fold Connolly Insight, Brian founded his own business Intertemporal Economics. Which started with a core group of clients who were former Connolly Insight clients, mostly UK-based macro hedge funds. His client base now runs the gamut of anyone who would want to understand the world around them so they can make better business decisions. That includes high net worth individuals, consumer-focused banks, and sovereign wealth funds.

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 came naturally to him” and it was this tenacity that drove him from Waitrose/John Lewis Partnership (retail) to Natwest Bank (Retail Branch Banking) rather than going to university.

Having gained finance experience from 1985, listen to how a serendipitous train journey supercharged his ambitious goal of working on a trading floor. He went on to work in trading treasuries, equities, forex dealing, sales, account management, certified technical analysis, professional and teaching technical analysis.

He joined Digital Look in 2006 and was involved in writing commentary, product developments, market data and trading products. In 2007, CMC Markets acquired Digital Look and his trading expertise enabled Michael to engage with Product management, writing content and much more before gradually gaining and growing into the role of Chief Market Analyst.

With over 30 years' experience in the financial markets, Michael is respected for his candid and direct market commentary. He's a well-known face on both financial and mainstream TV, appearing regularly on BBC News, Bloomberg, SKY, CNBC, CNN, Fox Business and several other outlets in the UK, North America and the Middle East.

His primary focus is on providing fundamental and technical analysis on the daily movements in financial markets, as well as research articles focused on topical financial and economic issues. Michael also participates in regular trading webinars for clients and has delivered seminars across the country.

With his background in FX trading, Michael spent six years trading currencies, with a particular emphasis on charting and technical analysis. Before joining CMC Markets, he spent over 12 years delivering technical analysis education and support to experienced traders, private investors, corporate and retail clients, for a market data company.

Therefore, all of our Investing Matters global audience are in for absolute treat as Michael gives an overview of CMC Markets, the multiple awarding winning platform for committed CFD and spread betting traders.

-He explains why risk management is at the core of everything you do;

-Trading and Investing are two completely different mindsets;

-Macro : The importance of Fundamental Analysis;

-The importance of Technical Analysis;

-Support and Resistance;

-Moving Averages;

-Learning from negative trading and investing days;

-What are lagging indicators;

-Long-term trends;

-False positives;

-Use of Stop-Loss;

-Building long-term resilience;

-Patience and Time;

-His greatest trading lessons;

-Trading Bonds;

-Trading Equities / Stocks;

-Trading Forex /FX / Currencies;

-The importance of psychology;

-Why countless Banks invest in technical analysis;

-The importance of continual learning, investing and much more.

We hope you enjoy this podcast, and we look forward to hearing your feedback.

Please subscribe to this podcast on your platform of choice and follow the @InvMattPodcast on Twitter.

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 to the 52nd 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 award-winning and most highly respected and sought after writer, speaker and finance expert, Holly Mackay, Founder and Managing Director of Boring Money. Which is currently a 25 strong team, which blends quantitative data with tailored focus groups, interviews and customer feedback to build a meaningful picture of what customers think about the world of finance: What do they want? What are their current behaviours? And what might tip them into new opinions or action? All of which helps companies within the Investment and Finance sector create better products and improve their products and services.

Holly has worked in finance since 1999. She is an independent investment/financial expert, a commentator on investment markets, is passionate about explaining investing in an accessible way, cutting through the financial jargon to help individuals understand investments and to make better decisions. Holly and her Boring Money team with financial firms so they are aware of the customer’s perspective in all that they do. She advocates for investment firms to make better products and is a champion for clear communication, that real people understand. She is known across the Investment industry and finance sector for her clarity, empathy, humour and most importantly for her expertise, research and investment insights.

With the younger generation and DIY Investors taking a keen interest in their financial future and investments, particularly in the world of sustainability, stocks, Funds, pensions, Holly tackles dense topics with clarity and in an engaging way. Holly vast growing media profile, includes joining Vernon Kay on Aviva’s podcast Parenting Past the Pandemic, has spoken at the FT Weekend Festival, FTAdviser ESG Masterclass and the AI Conference. Holly has also contributed to the BBC, The Times, The Telegraph, Investment Week, SKY Business, The Mail on Sunday and more. She has also spoken at numerous investment events. Holly’s pivotal role in across the finance and investment industry was recognised at the Investment Week: Women in Investments 2022 Awards, where Holly won Investment Woman of the Year for Small to Medium firms’ award. Also, during 2022 the Boring Money website surpassed 1 million visitors during the calendar year.

Please listen now to learn how Holly Mackay, successful navigated around 25 years in the finance and investment industry and successful launched her own fast growing and innovative company Boring Money.

Find out how Holly came about launching her second successful business Boring Money, an overview of their vital solutions focused industry leading role in the investment and finance arena. Learn about Holly’s thoughts on sustainable investing, bonds, why she does not invest in individual stocks, low-cost trackers, pensions, the importance of financial education, her thought on the psychology of investing, the power of ownership, why she passionately believes in the importance of the voice of consumers, good investing, George Soros, who are the Boring Money Army and much more.