Bassline by Cavendish Ware

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Bassline by Cavendish Ware

Cavendishware

22 episodes

5 days ago

In this episode, Dave Wallace sits down with Cavendish Ware advisers Mat Bonney and Jenny Earl to unravel one of the most misunderstood areas of financial planning: trusts. What begins as Dave’s personal curiosity quickly turns into a clear and engaging masterclass on how trusts work, why they exist, and how they can protect and preserve wealth across generations. Mat and Jenny explain the origins of trusts — dating back to the Crusades, when knights transferred their land to trusted friends ...

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In this episode, Dave Wallace sits down with Cavendish Ware advisers Mat Bonney and Jenny Earl to unravel one of the most misunderstood areas of financial planning: trusts. What begins as Dave’s personal curiosity quickly turns into a clear and engaging masterclass on how trusts work, why they exist, and how they can protect and preserve wealth across generations. Mat and Jenny explain the origins of trusts — dating back to the Crusades, when knights transferred their land to trusted friends ...

Show more...

Episodes (20/22)

Bassline by Cavendish Ware

Episode 22 - 🎙️ Demystifying Trusts

In this episode, Dave Wallace sits down with Cavendish Ware advisers Mat Bonney and Jenny Earl to unravel one of the most misunderstood areas of financial planning: trusts. What begins as Dave’s personal curiosity quickly turns into a clear and engaging masterclass on how trusts work, why they exist, and how they can protect and preserve wealth across generations. Mat and Jenny explain the origins of trusts — dating back to the Crusades, when knights transferred their land to trusted friends ...

5 days ago

36 minutes

Bassline by Cavendish Ware

Episode 21 - Late summer Investment Outlook 2025

In this episode, Dave is joined by Rory Maguire from Fundhouse and our very own Lance Peltz for a candid discussion on the state of the economy in the wake of “Liberation Day.” They unpack the real impacts of US tariffs, shifting market sentiment, and the delicate balance between economic forecasts and investment decisions. From the dominance of mega-cap tech stocks to the volatility of crypto, the conversation explores how uncertainty, valuations, and investor behaviour are shapi...

2 months ago

39 minutes

Bassline by Cavendish Ware

Episode 20 - Spring update with Lance

In this insightful episode of Bassline, David Wallace sits down with Lance Peltz for an in-depth exploration of the current global economic landscape, focusing particularly on the implications of recent developments in the United States and their broader impact on international markets. Lance shares his expert analysis of the uncertainties surrounding President Trump's economic policies, particularly the introduction and fluctuations of tariffs, and their potential impacts on markets, busines...

7 months ago

22 minutes

Bassline by Cavendish Ware

Episode 19 - The impact of the US election result with Lance

In this episode, Dave and Lance break down the 2024 U.S. presidential election results, which saw Donald Trump secure a decisive victory. They discuss the key factors behind this outcome, including voter dynamics, economic pressures, and niche community mobilisation. The conversation also examines the global trend of incumbents facing backlash, the economic and geopolitical implications of Trump’s win, and what it means for sectors like technology, crypto, and energy. Join us as we unpack how...

11 months ago

24 minutes

Bassline by Cavendish Ware

Episode 18 - A Perspective on the Budget from Lance and Adrian

In this episode, Lance and Adrian delve into last week’s budget with a detailed analysis. Lance breaks down the numbers, exploring how Rachel Reeves has raised the borrowing threshold and what it means for fiscal policy. Adrian then highlights key aspects of the budget, discussing its potential impacts on Cavendish Ware’s clients.

12 months ago

24 minutes

Bassline by Cavendish Ware

Episode 17 - Late Summer Investment Outlook

In this episode of Bassline, Dave is joined by Lance, to discuss the dramatic fluctuations in the financial markets that occurred shortly after Lance returned from his holiday. Lance dives into the unexpected movements in the Japanese yen and its significant impact on global markets. He explains the concept of the "yen carry trade" and how a surprise rate hike by the Bank of Japan triggered a sharp appreciation of the yen, causing a major sell-off in equities. The episode explores the complex...

1 year ago

31 minutes

Bassline by Cavendish Ware

Episode 16 - The Current Investment Outlook in a Time of Change

In this episode, Lance and Dave discuss the current geopolitical landscape and its impact on global markets. They focus on energy prices, the Middle East, and the ongoing COVID-19 pandemic. Lance highlights the significance of the equity market, emphasising corporate profitability, valuations, and dividend growth. He delves into the investment strategies for the 'Fab Four' technology stocks, including understanding their underlying factors. The duo then discuss how inflation affects the econo...

1 year ago

30 minutes

Bassline by Cavendish Ware

Episode 15 - Reflections on the event "What Might Life Under a Change of Government Look Like?" with Roy Mcloughlin and Mat Bonney

Roy and Mat talk through some of the highlights of the event that Cavendish Ware ran in conjunction with Kingsley Napley and Moore Kingston Smith. The event included: Market predictions from the economist Russ Mould, offering analyses of investment markets and historical lessons, to help with understanding what the future might hold. A panel of experts hosted by the broadcaster and journalist Dermot Murnaghan and panellists Waqar Shah, Corinne Aldridge, James Ward TEP, Tim Stovold, Roy McL...

1 year ago

24 minutes

Bassline by Cavendish Ware

Episode 14 - An Autumnal round up of 2023 with Lance Peltz

Lance talks about what is happening in the economy and some things to watch out for in the future. We talk about Bonds, Interest rates and the impact of geopolitical events such as the war in Ukraine, the Middle East situation and the upcoming presidential election in 2024.

2 years ago

24 minutes

Bassline by Cavendish Ware

Episode 13 - Generative AI, with Adrian, Dave Wallace and Rob Reed

In this extended episode, the tables are turned, and Adrian interviews Dave Wallace and Rob Reed about Generative AI and why it is such an exciting technology. Dave provides a broad perspective, and Rob, a financial planner at Cavendish Ware, talks about how he has educated himself about the topic and why he believes it is such a transformative technology. And how he has become a world-renowned expert on Guinea Pigs thanks to Chat GPT.

2 years ago

32 minutes

Bassline by Cavendish Ware

Episode 12 - A round up of the 2023 so far with Adrian and Lance

Adrian and Lance chat about the year so far. Adrian discusses Cavendish Ware, including the proud moment of receiving the "Best Financial Advisers to Work For" award from Professional Advisor. Lance talks about what is happening in the economy more broadly and some things to watch out for in the future.

2 years ago

26 minutes

Bassline by Cavendish Ware

Episode 11 - Discretionary Portfolio Management with Lance and Rory Maguire of Fundhouse

We discuss why Cavendish Ware has made the move to Discretionary Portfolio Management, why Fundhouse was selected as a partner and get some insight on Fundhouse from its MD, Rory Maguire, including its investment approach. Rory and Lance also chat through the process that they go through when selecting funds.

2 years ago

22 minutes

Bassline by Cavendish Ware

Episode 10 - A round-up of 2022 with Adrian and Lance

In this episode we discuss the events of 2022 with Adrian and Lance. What a year it was!

2 years ago

25 minutes

Bassline by Cavendish Ware

Episode 9 - Advice for the Young

In this episode Jack Williams from Cavendishware talks to Tilly Wallace about the things she needs to be thinking about as a young adult, as she considers her financial future.

2 years ago

28 minutes

Bassline by Cavendish Ware

Episode 8 - The (Latest) Economic Crisis

Lance chats us through what happened as a result of the mini-budget in the UK. He explains in lay-mans terms some of the technicalities and how Cavendish Ware has responded!

3 years ago

36 minutes

Bassline by Cavendish Ware

Episode 7 - Quarterly investment update with Lance Peltz

In this episode, Lance Peltz Cavendish Ware's Chief Investment Officer talks us through what is happening in the world today, based on his latest quarterly analysis.

3 years ago

24 minutes

Bassline by Cavendish Ware

Episode 6 - Why Protection Matters with Matt Smith

In this episode, Matt Smith who works in client Support for Cavendish Ware talks about is own personal experience of loss, and how important protection was to helping him in the most difficult of times.

3 years ago

17 minutes

Bassline by Cavendish Ware

Episode 5 - Planning for the future with Greg Reid

Cavendish Ware is all about the Planning. But what does that actually mean? In this podcast, Greg Reid reflects on a few experiences and the value of the plan in helping clients live the life they want to lead.

3 years ago

19 minutes

Bassline by Cavendish Ware

Episode 4 - Protecting those things that matter with Roy McLoughlin

In this episode Roy McLoughlin one of Cavendish Ware's Associate Directors give us a clients eye view on all things related to protecting the things in life that really matter.

3 years ago

20 minutes

Bassline by Cavendish Ware

Episode 3 - How investment decisions are made with Lance Peltz Cavendish Ware's Chief Investment Officer

Have you ever looked at your portfolio and wondered how investment decisions are made? For example, the factors that are taken into account when deciding what to invest in? Or the types of assets that make up a portfolio? In this episode, Lance Peltz Cavendish Ware's Chief Investment Officer, demystifys the what, the why and the how of the investment process!

3 years ago

22 minutes