Gold and silver are on fire — but can the rally last? In this episode of Investing, Markets & Money, host Stuart Fieldhouse talks with Michael Brown of Pepperstone about what’s really moving global markets. They break down the surge in precious metals, the renewed fears around U.S. banks, and whether debt and deficits could finally catch up with policymakers. Michael shares insights on U.S.–China trade tensions, the AI-driven S&P 500 rally, and why UK stocks remain chronically undervalued. You can find more market insight from Michael and the Pepperstone team here - https://pepperstone.com/en-gb/analysis/ 👉 Subscribe for more insights on markets, ETFs, and investing trends from the world’s top strategists and analysts. 👉 Join our free investing newsletter: https://www.thearmchairtrader.com/newsletter/ 00:00 Precious metals: gold and silver trades 04:50 The US Dollar and US banks 07:45 US debt and borrowing trends 11:25 Tariffs and the US-China trade war 15:25 The S&P 500 and the AI bubble 21:05 UK stocks and the UK budget 25:22 Why such intense speculation on the Budget?

Host Stuart Fieldhouse chats with Jean Roche, manager of the Schroders UK Mid-Cap Investment Trust, to discuss what defines a mid-cap stock, the FTSE 250 outlook, share buybacks, and where she’s finding opportunity in UK defence and retail stocks. If you’ve been wondering whether UK equities are undervalued or how mid-cap investing compares to large and small-cap strategies, this episode offers deep insight from one of the most experienced managers in the market. Our thanks to Schroders for the use of their studio for this episode. You can find out more about Schroder UK Mid-Cap Fund here - https://www.schroders.com/en-gb/uk/individual/funds-and-strategies/investment-trusts/schroder-uk-mid-cap-fund-plc/ 🎧 Subscribe for more investing insights and market analysis every week. 👉 Join our free investing newsletter: https://www.thearmchairtrader.com/newsletter/ Listen on: Spotify - https://open.spotify.com/show/2vfaIsYhqcRejpjWNqYF6f Apple Podcasts - https://podcasts.apple.com/gb/podcast/the-armchair-trader-podcast/id1454640070 Amazon - https://music.amazon.co.uk/podcasts/68a66097-24d8-403e-a86f-70fab0d2d686/The-Armchair-Trader-Podcast SoundCloud - https://soundcloud.com/armchairtrader/ Follow us: BlueSky - https://bsky.app/profile/thearmchairtrader.com Linkedin - https://www.linkedin.com/company/10429893 Instagram - https://www.instagram.com/armchairtrader Facebook - https://www.facebook.com/TheArmchairTrader 00:00 What is a Mid Cap stock? 02:00 Jean's investment philosophy regarding Mid Caps 05:05 Why so many share buybacks right now? 08:13 Why Mid Caps and not Large Caps? 11:25 The wider UK economy and equity market 15:18 UK sectors and themes to watch 18:28 When a company makes it into the FTSE 100 22:20 How does Jean protect the downside risk? 25:00 Key contributors to the trust's performance 27:17 Looking ahead to UK market opportunites and risks

The FCA has just approved listed crypto ETFs for retail investors, opening the door to #Bitcoin and #Ethereum exposure through regular brokerage accounts — no wallets, no private keys, no hassle. In this episode of Investing, Markets & Money, host Stuart Fieldhouse talks with Dovile Silenskyte from WisdomTree's Digital Assets team about what this decision means for UK investors, how #crypto ETPs actually work, and why this could be a game changer for mainstream adoption. We cover: ✅ What makes crypto ETPs safer and simpler than direct crypto ownership ✅ How Bitcoin and Ethereum ETPs are structured and backed ✅ The differences between physical and synthetic exposure ✅ Whether crypto ETPs could soon be held in ISAs and SIPPs ✅ Smart allocation tips — how much crypto might make sense in your portfolio If you’ve been curious about adding crypto exposure without the wallet headaches, this episode is for you. 🎧 Subscribe for more investing insights and market analysis every week. 👉 Join our free investing newsletter: https://www.thearmchairtrader.com/newsletter/ Useful links WisdomTree Europe website - https://www.wisdomtree.eu/en-gb/strategies/crypto-currency FCA approval of Crypto ETPs for retail investors - https://www.thearmchairtrader.com/crypto/a-safer-way-into-the-cryptocurrency-maze/ UK allows crypto ETPs in ISAs and SIPPs - https://www.thearmchairtrader.com/crypto/uk-allows-crypto-in-isas-and-pensions/ #CryptoETF #BitcoinETF #Investing #UKInvestors #WisdomTree #CryptoNews #ETFs #FCA #Ethereum #DigitalAssets #InvestingPodcast #FinancialMarkets #InvestingEducation 00:00 Introduction to WisdomTree in crypto markets 01:54 Allowing access for retail investors 02:50 Managing your own wallets 03:37 What are crypto ETFs? 05:00 Do ETF managers use pure crypto exposure? 05:52 How crypto custody works 08:58 Ethereum yield from staking, and risks 11:15 Benefits for investors of the ETF model 12:00 Reduced liquidity risk 12:40 Including in ISAs and SIPPs 13:33 Coins becoming available 15:36 Leveraged crypto products 17:52 How much to own in your portfolio? 19:08 Actively managed crypto products and fees 22:09 Finding out more at wisdomtree.eu

In this episode of the Investing, Markets & Money podcast, we sit down with Thomas Moore, manager of the Aberdeen Equity Income Investment Trust, winner of Best Investment Trust for Income at the Online Money Awards 2025. Thomas shares his approach to picking dividend stocks that deliver not only high yield but also dividend growth and long-term capital growth. With the trust currently yielding 6.1% and boasting nearly 25 years of uninterrupted dividend increases, we explore how UK equity investors can find opportunities in a market that still yields just 3.2%. 💡 Key topics we cover: Why dividend income matters in 2025 with high living costs How to find UK dividend stocks yielding 5–10% The balance between income and capital growth Why high-yield stocks can also be growth opportunities Stock picking insights from a seasoned income fund manager 👉 Whether you’re focused on dividend investing, income investing, or just looking for the best UK stocks for long-term returns, this episode is packed with insights. Find out more about Aberdeen Investments here - www.aberdeeninvestments.com #Investing #InvestmentTrusts #Equities #Dividends #InvestingPodcast #Markets #WealthBuilding #FinancialMarkets 📩 Subscribe to our free investing newsletter for more insights: https://www.thearmchairtrader.com/newsletter/ 🎧 Listen to more episodes of the Investing, Markets & Money podcast on Spotify, Apple Podcasts, and all major platforms. Spotify - https://open.spotify.com/show/2vfaIsYhqcRejpjWNqYF6f Apple Podcasts - https://podcasts.apple.com/gb/podcast/the-armchair-trader-podcast/id1454640070 Amazon - https://music.amazon.co.uk/podcasts/68a66097-24d8-403e-a86f-70fab0d2d686/The-Armchair-Trader-Podcast SoundCloud - https://soundcloud.com/armchairtrader/ Follow us: BlueSky - https://bsky.app/profile/thearmchairtrader.com Linkedin - https://www.linkedin.com/company/10429893 Instagram - https://www.instagram.com/armchairtrader Facebook - https://www.facebook.com/TheArmchairTrader 00:00 Intro to the Aberdeen Equity Income Trust 01:33 Balancing income and capital growth 04:09 Focus on UK value stocks 08:13 Criteria for picking new companies 11:18 Inflows and outflows from UK equity markets 13:00 Mergers and acquisitions in the market 14:58 Why do companies do share buybacks? 19:36 What does "index-agnostic" mean? 22:03 What has helped the fund's performance recently? 27:30 The effect of politics on UK stocks? 31:22 Looking at British companies with exposure outside the UK 35:30 Effect of tariffs

In this episode of Investing, Markets & Money, we dive into gold and precious metals with Robert Crayfourd, co-manager of the Golden Prospect Precious Metals Fund at CQS New City. The fund has just been named Best Investment Trust for Growth at the 2025 Online Money Awards—and Robert explains the strategy behind its success. You can find more on the awards here - https://www.thearmchairtrader.com/online-money-awards/ Stuart and Robert cover: - Why small & mid-cap miners can deliver better returns than gold ETFs - Central bank gold buying and the weaponization of the dollar - The outlook for gold, silver, and other precious metals in 2025 - How geopolitical risk, US debt, and interest rates shape the sector - The value of active management in mining vs passive ETFs 👉 Don’t miss Robert’s insights on why gold may still be “underowned” and how his team finds opportunities others overlook. If you enjoy these conversations, the best way to support the show is a quick rating or review — it helps more investors discover us. Listen on: Spotify - https://open.spotify.com/show/2vfaIsYhqcRejpjWNqYF6f Apple Podcasts - https://podcasts.apple.com/gb/podcast/the-armchair-trader-podcast/id1454640070 Amazon - https://music.amazon.co.uk/podcasts/68a66097-24d8-403e-a86f-70fab0d2d686/The-Armchair-Trader-Podcast SoundCloud - https://soundcloud.com/armchairtrader/ YouTube - https://www.youtube.com/@armchairtrader Follow us: BlueSky - https://bsky.app/profile/thearmchairtrader.com Linkedin - https://www.linkedin.com/company/10429893 Instagram - https://www.instagram.com/armchairtrader Facebook - https://www.facebook.com/TheArmchairTrader 00:00 Intro to Golden Prospect Precious Metals [LON:GPM] 02:09 How flexible is the trust's mandate? 02:40 The global gold market 05:09 What has been driving the gold price up? 07:25 Geopolitical risk versus central bank holdings 10:55 Why buy an investment trust and not an ETF 12:30 Going on site visits 14:13 Managing risk 16:26 Political elements to running the trust 17:00 The trust's geographic exposure 17:47 Other metals besides gold: silver 20:55 Sustainability and corporate governance 22:41 Miners and government disputes, e.g. Barrick in Mali 23:56 Golden Prospect wins Best Investment Trust for Growth 27:08 Gold/silver producers using cash for development 28:12 Spotting takeover targets 30:20 How have ETFs affected the market? 31:49 The fund's subscription shares rights issue

Stuart meets Rezaah Ahmad of corporate bond marketplace WiseAlpha. They cover the definition of a corporate bond and how they work, the size of the bond market, equity dividends vs bond coupons and what to look out for when considering investing in this type of asset. If you enjoy these conversations, the best way to support the show is a quick rating or review — it helps more investors discover us. Listen on: Spotify - https://open.spotify.com/show/2vfaIsYhqcRejpjWNqYF6f Apple Podcasts - https://podcasts.apple.com/gb/podcast/the-armchair-trader-podcast/id1454640070 Amazon - https://music.amazon.co.uk/podcasts/68a66097-24d8-403e-a86f-70fab0d2d686/The-Armchair-Trader-Podcast SoundCloud - https://soundcloud.com/armchairtrader/ Follow us: BlueSky - https://bsky.app/profile/thearmchairtrader.com Linkedin - https://www.linkedin.com/company/10429893 Instagram - https://www.instagram.com/armchairtrader Facebook - https://www.facebook.com/TheArmchairTrader 00:00 Intro to WiseAlpha Corporate Bonds 01:12 What is a Corporate Bond? 01:45 How they differ from Government Bonds 03:05 How big is the bond market? 03:45 Benefits of Bonds over Equities - dividends vs coupons 05:42 Which companies have corporate bonds, e.g. Ocado? 07:26 Bond holders are ahead of the queue 08:40 Investing in corporate bonds for pensions 09:51 Risks with corporate bonds 12:07 Paying attention to central bank rates 13:13 Bond prices vs bond yields explained 15:41 Bond ratings - investment grade and beyond 17:44 Liquidity - how do you trade? 24:58 Buying and selling on www.WiseAlpha.com

We meet Stuart Thomas of Precidian Investments to learn about the importance of being currency-hedged. We look at what currency hedging is and how to, when you buy a stock listed in a different currency from your own, mitigate the additional risks of currency fluctuation. 🎧 Subscribe and stay updated with insights from leading investors, fund managers, and innovators. #Currencies #Forex #Hedging #Trading #GBP #USD Listen on: Spotify - https://open.spotify.com/show/2vfaIsYhqcRejpjWNqYF6f Apple Podcasts - https://podcasts.apple.com/gb/podcast/the-armchair-trader-podcast/id1454640070 Amazon - https://music.amazon.co.uk/podcasts/68a66097-24d8-403e-a86f-70fab0d2d686/The-Armchair-Trader-Podcast SoundCloud - https://soundcloud.com/armchairtrader/ Follow us: BlueSky - https://bsky.app/profile/thearmchairtrader.com Linkedin - https://www.linkedin.com/company/10429893 Instagram - https://www.instagram.com/armchairtrader Facebook - https://www.facebook.com/TheArmchairTrader 00:00 Intro to Precidian Investments 04:39 What is currency hedging? 07:57 What currency risks are investors exposed to? 10:33 How can traders reduce your currency risks? 13:14 Are there enough ETFs outside the USA? 14:51 Managing the costs and fees of currency hedging 16:53 Does currency hedging matter for intraday traders? 18:27 Does it matter to me? 20:00 ADRs vs. forex futures 23:08 What can go wrong?

Schroder Japan Trust is a London-listed investment trust that is focused on specific single stock opportunities within the larger Japanese equity market. It is an exciting time to be invested in Japan, with a cheap yen and the Japanese government pushing ahead with far-reaching reforms for listed companies. On the podcast we talk to Schroder Japan lead fund manager Masaki Taketsume about running a best ideas portfolio in Japan. We discuss some of the key trends he is seeing in the market, including the yen, interest rates, tariffs and shareholder activism. He also explains the trust’s approach to stock picking and the benefits of investing in under-researched companies. 🎧 Subscribe and stay updated with insights from leading investors, fund managers, and innovators. Listen on: Spotify - https://open.spotify.com/show/2vfaIsYhqcRejpjWNqYF6f Apple Podcasts - https://podcasts.apple.com/gb/podcast/the-armchair-trader-podcast/id1454640070 Amazon - https://music.amazon.co.uk/podcasts/68a66097-24d8-403e-a86f-70fab0d2d686/The-Armchair-Trader-Podcast SoundCloud - https://soundcloud.com/armchairtrader/ Follow us: BlueSky - https://bsky.app/profile/thearmchairtrader.com Linkedin - https://www.linkedin.com/company/10429893 Instagram - https://www.instagram.com/armchairtrader Facebook - https://www.facebook.com/TheArmchairTrader 00:00 Intro to the Schroder Japan Trust 01:45 Market cap of invested companies 02:37 The yen and Japanese interest rates 04:47 The effect of inflation on Japanese companies 05:57 Effect of trade barriers on Japan 08:00 Corporate governance and shareholder interests 11:25 Opportunities with under-researched companies 12:56 Which sectors are looking good? 13:46 Why is active fund management important with Japan equities? 15:17 Activist campaigns in Japan 17:27 Over-diversified business groups 20:24 Outlook for Japanese equities

In this episode of the Investing, Markets & Money podcast, we're diving into the surging commodities markets—with a spotlight on gold and silver—alongside Nitesh Shah, Head of Commodities and Macroeconomic Research at @WisdomTreeEurope . 🔑 Key topics covered: Why gold prices surged to $3,500 How geopolitical risk and de-dollarisation are driving central bank gold buying The silent gold accumulation by central banks—what they’re not reporting Is gold becoming the world’s second reserve currency? Why silver might be the next breakout star, especially with new industrial demand 📈 If you're an investor tracking macro trends, commodity cycles, or global monetary shifts, this is a must-listen. 👉 Subscribe for more expert insights, ETF trends, and global market analysis. #Gold #Silver #Commodities #WisdomTree #InvestingPodcast #CentralBanks #Macroeconomics #GoldPrice #FinancialMarkets #DeDollarisation #InflationHedge #NiteshShah Listen on: Spotify - https://open.spotify.com/show/2vfaIsYhqcRejpjWNqYF6f Apple Podcasts - https://podcasts.apple.com/gb/podcast/the-armchair-trader-podcast/id1454640070 Amazon - https://music.amazon.co.uk/podcasts/68a66097-24d8-403e-a86f-70fab0d2d686/The-Armchair-Trader-Podcast SoundCloud - https://soundcloud.com/armchairtrader/ Follow us: BlueSky - https://bsky.app/profile/thearmchairtrader.com Linkedin - https://www.linkedin.com/company/10429893 Instagram - https://www.instagram.com/armchairtrader Facebook - https://www.facebook.com/TheArmchairTrader 00:00 Gold prices 04:05 De-dollarisation 08:01 Central banks buying gold through intermediaries 10:44 Silver prices 15:42 Is the Gold:Silver ratio a good indicator? 17:25 How liquid is the silver market? 19:02 Platinum prices 23:23 Oil market thoughts 28:24 US administration pro-oil 29:36 Livestock futures 31:01 Commodities for smaller investors

In this episode of Investing, Markets & Money, we explore the growing energy challenges and opportunities across Sub-Saharan Africa. Stuart is joined by Ray Coyle from Energise Africa, a UK-based crowdfunding platform that connects everyday investors with impactful clean energy projects on the continent. We dive into: 🔋 Why over 600 million people in Africa lack access to clean energy ☀️ The untapped solar power potential across Africa 🏠 How solar home systems and green mini-grids are transforming lives 🌍 How clean energy is also a key to solving Africa’s water crisis 💸 How UK investors can get involved in funding renewable energy for underserved communities If you're interested in sustainable investing, global development, or Africa's next big leap in energy infrastructure—this one's for you. Visit https://www.energiseafrica.com to find out more and to access the platform. 🎧 Subscribe and stay updated with insights from leading investors, fund managers, and innovators. #Africa #CleanEnergy #SolarPower #ImpactInvesting #Crowdfunding #EnergiseAfrica #ESG #Markets #InvestingPodcast Listen on: Spotify - https://open.spotify.com/show/2vfaIsYhqcRejpjWNqYF6f Apple Podcasts - https://podcasts.apple.com/gb/podcast/the-armchair-trader-podcast/id1454640070 Amazon - https://music.amazon.co.uk/podcasts/68a66097-24d8-403e-a86f-70fab0d2d686/The-Armchair-Trader-Podcast SoundCloud - https://soundcloud.com/armchairtrader/ Follow us: BlueSky - https://bsky.app/profile/thearmchairtrader.com Linkedin - https://www.linkedin.com/company/10429893 Instagram - https://www.instagram.com/armchairtrader Facebook - https://www.facebook.com/TheArmchairTrader 0:00 Who are Energise Africa? 01:01 Where are the energy shortages in Africa? 02:55 Alternative energy sources for African communities 05:51 Scaling the energy projects 08:49 Sourcing the projects 13:40 Measuring the impact 17:38 Who can invest? 23:40 Project case study 26:46 How investors can get involved

We are joined this week by Jigna Gibb to learn more about ETFS - specifically Commodities ETFs. Jigna is Head of Commodities and Crypto Index Products at Bloomberg and takes us through the growth of this type of investment, who is trading them and the latest trends. We also discuss leveraged ETFs, which are less widely known in the UK than the US, how more people are taking short positions on ETFs, and lastly the friendlier regulatory environment around crypto ETFs. Our apologies for the sound quality in this episode. Listen on: Spotify - https://open.spotify.com/show/2vfaIsYhqcRejpjWNqYF6f Apple Podcasts - https://podcasts.apple.com/gb/podcast/the-armchair-trader-podcast/id1454640070 Amazon - https://music.amazon.co.uk/podcasts/68a66097-24d8-403e-a86f-70fab0d2d686/The-Armchair-Trader-Podcast SoundCloud - https://soundcloud.com/armchairtrader/ Follow us: BlueSky - https://bsky.app/profile/thearmchairtrader.com Linkedin - https://www.linkedin.com/company/10429893 Instagram - https://www.instagram.com/armchairtrader Facebook - https://www.facebook.com/TheArmchairTrader 00:00 What info does Bloomberg have on commodity indices? 02:06 The growth of Commodity ETFs 04:50 A way for private investors to gain exposure to commodities 06:33 Who is trading commodity ETFs? 09:11 Aside from gold and oil, what can you invest in? 10:54 Comparing futures-based vs physical ETFs 13:01 Trends in new commodity ETFs 15:43 Bloomberg's BCOM indices 16:58 What are Leveraged ETFs? 20:28 Taking short positions on ETFs 22:41 Crypto ETFs

In this episode, we're diving deeper into the Majedie Investment Trust, with a special focus on a unique part of the portfolio — special investments. Joining us is Arjun Menon from Marylebone Partners, the trust’s investment advisor. Arjun breaks down what special investments are, how they’re sourced, and why they play a crucial role in delivering high-conviction, high-return opportunities — all while maintaining the trust’s commitment to liquidity and risk management. We’ll also hear about two real-world examples from the portfolio: 📈 An activist play in US restaurant chain Portillo’s, 💼 And a credit-focused opportunity involving Metro Bank’s bonds. Whether you're an experienced investor or just curious about how institutional-grade deals are put together, this episode offers valuable insights into how a blend of external managers, direct equities, and special investments creates a truly distinctive strategy. Listen on: Spotify - https://open.spotify.com/show/2vfaIsYhqcRejpjWNqYF6f Apple Podcasts - https://podcasts.apple.com/gb/podcast/the-armchair-trader-podcast/id1454640070 Amazon - https://music.amazon.co.uk/podcasts/68a66097-24d8-403e-a86f-70fab0d2d686/The-Armchair-Trader-Podcast SoundCloud - https://soundcloud.com/armchairtrader/ Follow us: BlueSky - https://bsky.app/profile/thearmchairtrader.com Linkedin - https://www.linkedin.com/company/10429893 Instagram - https://www.instagram.com/armchairtrader Facebook - https://www.facebook.com/TheArmchairTrader 00:00 Intro to Majedie Investment Trust 02:47 What is a Special Investment? 04:43 Criteria for selecting a new investment 05:17 Activist campaigns: Portillo's 09:34 Metro Bank bond investment 14:01 What asset classes do you invest in? 14:34 Network is everything 15:33 Staying on top of liquidity 17:45 Can these investments be accessed by retail investors? 19:22 How unique is the Majedie trust's portfolio?

Following the Canadian election we catch up with Jordan Zinberg, President & CEO of Bedford Park Capital to discuss the tariff wars, trends in the Canadian market, three of Jordan's favourite small and mid cap stocks and his post-election wishlist. For more great investing ideas, news and insight, sign up to our FREE newsletter at www.thearmchairtrader.com/newsletter/ For stock tips and deeper company analysis get a free trial of Armchair Trader Plus+ at www.thearmchairtrader.com/register Listen on: Spotify - https://open.spotify.com/show/2vfaIsYhqcRejpjWNqYF6f Apple Podcasts - https://podcasts.apple.com/gb/podcast/the-armchair-trader-podcast/id1454640070 Amazon - https://music.amazon.co.uk/podcasts/68a66097-24d8-403e-a86f-70fab0d2d686/The-Armchair-Trader-Podcast SoundCloud - https://soundcloud.com/armchairtrader/ Follow us: BlueSky - https://bsky.app/profile/thearmchairtrader.com Linkedin - https://www.linkedin.com/company/10429893 Instagram - https://www.instagram.com/armchairtrader Facebook - https://www.facebook.com/TheArmchairTrader 00:00 Intro to the Bedford Park Capital fund 01:00 Why no resource bias to the fund? 02:10 The fund's performance 03:17 Canada's exposure to the US tariffs 06:17 Protecting yourself from unpredictability 07:28 Current trends in the Canadian market 08:50 How can you handle volatility? 10:11 IPO activity in Canada 10:54 Is there a sector that Jordan favours? 11:51 A post-election wishlist 14:05 Jordan's favourite stocks 19:33 Looking for dividend stocks 21:44 High-quality family businesses in Canada 24:16 Shareholder activism

On March 7, we tipped Tesla (TSLA) as a short opportunity when it was trading at $270, down sharply from its $488 post-election high. Since then, the stock has seesawed between $259 and $288, caught in a whirlwind of tariff uncertainty and market indecision. Now, following Tesla's latest earnings, we're diving deep into what’s really driving the stock: 🔻 Why Tesla remains one of Wall Street’s most shorted stocks 🔥 How vandalism, arson, and plummeting European sales are adding pressure 💰 The role of regulatory credits in Tesla’s profitability 📉 Is now the time to stay short or shift strategy? Join The Armchair Trader as we break down the numbers, sentiment, and strategies every investor should consider.

Stuart meets Richard Sennitt, fund manager of Schroder Oriental Income [LON:SOI] to discuss the Asia-Pacific outlook, how Asian companies pay dividends compared with US/UK firms, and what the future may hold for China and the greater region. For more great investing ideas, news and insight, sign up to our FREE newsletter at www.thearmchairtrader.com/newsletter/ For stock tips and deeper company analysis get a free trial of Armchair Trader Plus+ at www.thearmchairtrader.com/register Listen on: Spotify - https://open.spotify.com/show/2vfaIsYhqcRejpjWNqYF6f Apple Podcasts - https://podcasts.apple.com/gb/podcast/the-armchair-trader-podcast/id1454640070 Amazon - https://music.amazon.co.uk/podcasts/68a66097-24d8-403e-a86f-70fab0d2d686/The-Armchair-Trader-Podcast SoundCloud - https://soundcloud.com/armchairtrader/ Follow us: BlueSky - https://bsky.app/profile/thearmchairtrader.com Linkedin - https://www.linkedin.com/company/10429893 Instagram - https://www.instagram.com/armchairtrader Facebook - https://www.facebook.com/TheArmchairTrader 00:00 Intro to Schroders Oriental Income investment trust 04:21 How do Asian company dividends compare with US/UK? 05:57 Outlook for yields in the region 09:54 How does the trust beat the benchmark? 12:30 Investment opportunities in financial services and technology 18:03 Changes in the Asian and ASEAN markets 20:55 Richard's view on China 25:38 Future growth in Asia-Pacific 27:44 How does Richard choose stocks for the fund?

In this podcast, host Stuart Fieldhouse speaks with Fenix Resources Executive Chairman, John Welborn. John talks about Fenix's simple mining extraction, transport logistics and port services. and their part in Western Australia exporting $60bn of iron ore to China. Stuart and John also discuss how iron ore prices have continued to perform well but given China's economic struggles, John gives his view on other areas that can sustain steel production going forward. John suggests that the market is irrationally pricing Fenix shares and suggests there could be a re-rate on the back of its production expansion. 00:00 Intro to Fenix Resources 02:23 The Iron Ridge Mine asset 02:54 Western Australia and the global iron ore market 04:17 Who's buying the iron ore? 05:10 Fenix also has a logistics arm 10:45 Other projects and the CZR takeover bid 12:02 Fenix's financial performance 13:08 The iron ore market this year 16:36 Sustainability 19:14 Future plans

With the financial markets taking a hit as Trump's 'Liberation Day' tarrifs take effect, The Armchair Trader team take a look at five stocks from the UK and Europe that have very little exposure to US tariffs. Here's a link to our Defence Stocks podcast with Aneeka Gupta of WisdomTree - https://www.youtube.com/watch?v=mCVP_65vAiA As mentioned in the show here's a link to our Podcast with Mark Segal of Gaming Realms - https://www.youtube.com/watch?v=fGwb6IZpYkw You can find further insight on these stocks, and many more through our Members content. Sign up for a free trial here - https://www.thearmchairtrader.com/register/ Listen on: Spotify - https://open.spotify.com/show/2vfaIsYhqcRejpjWNqYF6f Apple Podcasts - https://podcasts.apple.com/gb/podcast/the-armchair-trader-podcast/id1454640070 Amazon - https://music.amazon.co.uk/podcasts/68a66097-24d8-403e-a86f-70fab0d2d686/The-Armchair-Trader-Podcast SoundCloud - https://soundcloud.com/armchairtrader/ Follow us: BlueSky - https://bsky.app/profile/thearmchairtrader.com Linkedin - https://www.linkedin.com/company/10429893 Instagram - https://www.instagram.com/armchairtrader Facebook - https://www.facebook.com/TheArmchairTrader 00:00 Trump's 'Liberation Day' tariffs 01:56 Not the time to sell 03:23 Babcock 06:25 ME Group 08:09 Implenia 11:14 Volution Group 12:43 Big reversal out of Magnificent 7 stocks 13:20 Gaming Realms

On the podcast in this episode, host Stuart Fieldhouse chats with Aneeka Gupta, Director of Macroeconomic Research at WisdomTree about the health of the European Defence sector and how governmental spending is impacting on defence stocks. For more great investing ideas, news and insight, sign up to our FREE newsletter at www.thearmchairtrader.com/newsletter/ For stock tips and deeper company analysis get a free trial of Armchair Trader Plus+ at www.thearmchairtrader.com/register 00:00 What exactly is the Defence sector? 02:04 Do European defence companies especially benefit from Trump's 'America First' 05:24 Are current valuations justified? 08:35 Are there overlooked companies in the European defence sector? 10:24 Are US defence stocks the likely losers? 12:58 ESG and Defence 15:08 Cybersecurity companies now sit within the Defence sector 16:31 The Asia-Pacific defence sector

India has been one of the hottest global markets for some time, outperfoming China. Podcast host Stuart Fieldhouse meets James Thom, co-manager of the abrdn New India Investment Trust [LON:ANII] to find out how he selects Indian stocks for his portfolio, how the economy will develop and if the Indian success story can continue. For more great investing ideas, news and insight, sign up to our FREE newsletter at www.thearmchairtrader.com/newsletter/ For stock tips and deeper company analysis get a free trial of Armchair Trader Plus+ at www.thearmchairtrader.com/register 00:00 Intro to the abrdn New India Investment Trust 01:40 Why should investors look at India? 03:40 Is India's growth sustainable? 06:16 The importance of India's rural economy 09:10 The hot India IPO market 11:34 Which sectors look the best right now? 14:44 How do you select Indian stocks? 17:03 Star fund managers vs a team-based approach

There has been a lot of talk about the blockchain and how much of a game-changer it is going to be in the technology space, affecting all our lives. But what is blockchain, and how do investors access those growth dynamics? In this podcast, host Stuart Fieldhouse chats to Blake Heimann, senior associate for quantitative research at WisdomTree, about the current trends and innovations in blockchain. On the podcast we discuss how WisdomTree accesses the blockchain sector in an ETF wrapper and what the long-term regulatory and scalability issues are for the sector. Also in focus are security issues and the importance of the management teams behind successful blockchain projects. We also get a chance to chat about volatility risks within blockchain and the wider sectors which stand to benefit the most from blockchain disruption. For more great investing ideas, news and insight, sign up to our FREE newsletter at www.thearmchairtrader.com/newsletter/ For stock tips and deeper company analysis get a free trial of Armchair Trader Plus+ at www.thearmchairtrader.com/register 00:00 Intro to investing in Blockchain 03:35 Blockchain trends and innovations 08:47 How can you evaluate a blockchain project? 16:02 The SEC and other regulators 23:02 Is security still an issue for large blockchain projects? 26:01 Looking at the management teams 29:19 Volatility risks 33:51 Sectors set to benefit from blockchain