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PODCAST

Investor Intelligence

Your portfolio’s next big idea. Each week, our analysts and leading Wall-Street experts provide in-depth analysis that dives deep on a company, opportunity or trend in markets. Brought to you by Finimize, the #1 financial information platform for modern investors.

business investing

All Episodes

22:28

The Global Grid Upgrade, And How To Invest In It

Investor Intelligence ·

2026/04/22

AI needs power. Lots of it. And that demand is starting to ripple far beyond data centers. Today, Finimize Analyst Theodora Lee Joseph joins the pod to follow that ripple into a much bigger story: the global effort to upgrade and expand the electricity grid. What began as a constraint for AI is now turning into a multi-trillion-dollar investment theme, spanning everything from transmission lines to transformers. We talk through what’s driving the surge in demand, how this builds on Theodora’s...

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17:33

From The Vault: What 200 Years Of Market History Can...

Investor Intelligence ·

2026/04/15

What can two centuries of market data tell us about investing today? In this episode, Reda Farran walks through a landmark study covering 200 years and 56 economies - and the 13 lessons that consistently hold up across cycles, regimes, bubbles, crashes, and inflation. Try Finimize Pro

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11:05

Why Gold Looks Seriously Attractive Right Now

Investor Intelligence ·

2026/04/09

Gold has pulled back. The question is whether that move signals a shift, or an opportunity. In this episode, Finimize Analyst Russell Burns joins the pod to unpack what’s driving the recent weakness, and why the broader case for gold may still be intact. We look at the macro backdrop, how sentiment has changed, and why price moves don’t always tell the full story. We also focus on how to invest in it. Rather than buying gold directly, Russell makes the case for gold miners — and the ETF...

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17:02

How Our Investing Ideas Have Held Up: April 2026

Investor Intelligence ·

2026/04/02

March wasn’t easy on markets. So let’s assess the damage and make a plan. In this episode, our analysts' cover how their investment ideas are holding up in the real world. Since their launch in October 2024, the Finimize portfolio has delivered an average absolute annualized return of 25%, beating benchmarks by an annualized 10%, and sits at a 70% “hit rate” – meaning most of the calls made money. So we're breaking down what worked, what didn’t, and what direction the portfolio takes from her...

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13:56

This Little-Known Defense Stock Is Seeing Big Growth...

Investor Intelligence ·

2026/03/25

Theon International doesn't make a lot of noise – but maybe it should. It's a small company, worth under $3 billion, but already showing the kind of traits that rarely turn up together: strong growth, solid margins, and good visibility on future earnings. Add in a tailwind from rising defense budgets and some smart expansion into new product lines, and Finimize analyst Theodora Lee Joseph thinks you've got a compelling stock for patient investors. Try Finimize Pro

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11:56

Harrow In Sharp Focus: This Fast-Growing Pharma Stock...

Investor Intelligence ·

2026/03/18

Healthcare investing isn't always about blockbuster drugs – sometimes the best opportunities hide in profitable niches. In this episode, we sit down with Finimize analyst Russell Burns to dig into Harrow, an ophthalmology pharma company whose stock has dropped 30% in recent weeks despite a still-strong growth outlook. With shares up 400% over five years – dwarfing the S&P 500 – Russell explains why this pullback might be the entry point investors have been waiting for. Try Finimize ...

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20:07

AI Data Centers In Orbit: Watch This Space

Investor Intelligence ·

2026/03/11

The AI boom has a growing problem: it needs an enormous amount of power. Data centers are already pushing electricity grids to their limits, and building new ones on Earth is getting harder, slower, and more expensive. So some of tech’s biggest names are thinking bigger - and higher. In this episode, Finimize analyst Reda Farran joins the pod to explore the idea of putting data centers in low Earth orbit. It sounds like science fiction, but the logic is gaining attention: near-limitless solar...

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21:22

How Our Investing Ideas Have Held Up: March 2026

Investor Intelligence ·

2026/03/04

Every month, we open the books. In this episode, the Finimize team join the pod to review how our investing ideas have actually performed. We go through the winners, the laggards, and the positions that tested our conviction - all tracked publicly, with live numbers. Since launch in October 2024, the portfolio has delivered a 42% average absolute annualized return, beaten its benchmarks by 19% annualized, and achieved a 76% hit rate. But performance stats only matter if you understand w...

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15:21

Rolls-Royce Has Already 10x’d, And It Still Might Be...

Investor Intelligence ·

2026/02/25

Rolls-Royce is one of those stocks that sounds like it should be tapped out by now. The shares are up more than tenfold, the turnaround story is well known - and yet, the valuation debate is only getting louder. In this episode, Finimize Analyst Theodora Lee Joseph joins the pod. She's been rethinking her long-standing US-centric investing approach and landed on an unexpected name: Rolls-Royce Holdings. Not the cars - the industrial engine-maker powering aircraft, defense systems, data ...

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18:36

LSEG Is Trading Like Something’s Broken

Investor Intelligence ·

2026/02/18

London Stock Exchange Group isn’t a flashy name in the AI boom. It doesn’t build chips or train models. But for years, it’s quietly made money doing something far less glamorous - selling the infrastructure, data, and plumbing that global markets rely on every day. In this episode, Finimize Analyst Russell Burns joins the pod to talk about why recent fears around AI disrupting financial data have hit London Stock Exchange Group so hard, why the selloff may have gone too far - and ultimately, ...

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12:09

Food From Thin Air, Backed By Industry: How Solar...

Investor Intelligence ·

2026/02/11

Making food from air sounds futuristic, but the investment opportunity is actually...quite down to earth. In today's episode, Finimize Analyst Reda Farran rejoins the pod to break down his updated outlook of Solar Foods, from product launches to production plans and a key financing step forward. Some of the story is still about big vision and breakthrough tech. But a growing part of it is about execution, scale, and what the updated valuation says about the potential upside - and ...

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13:15

How Our Investing Ideas Have Held Up: January 2026

Investor Intelligence ·

2026/02/04

On today's show, Guy sits down with Finimize Analysts Reda Farran, Theodora Lee Joseph, and Russell Burns - to run a proper performance check on our research picks. We’re talking winners, laggards, and the positions that are quietly setting up for their next move. And while past returns make for nice charts, the real focus here is forward-looking: what’s changed, what still holds, and where the next opportunities might be hiding. Try Finimize Pro

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14:53

This Best-In-Class Retailer Could Be A Dependable AI...

Investor Intelligence ·

2026/01/21

Everyone’s talking about AI, automation, and whatever the next big tech breakthrough might be. But some of the most reliable returns still come from businesses doing something far simpler - and doing it exceptionally well. Today, Finimize Analyst Reda Farran joins the pod to dig into TJX Companies, the off-price retail giant behind TJ Maxx and Marshalls. With markets looking frothy and AI valuations stretched, we talk about why this high-quality compounder offers resilience, diversification, ...

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13:35

Korea’s Stocks Crushed 2025. And That Might Be Just...

Investor Intelligence ·

2026/01/14

Korean stocks have been on a tear, and yet, they’re still flying under the radar. Finimize Analyst Russell Burns joins the pod to break down why South Korea’s market has surged, why valuations haven’t caught up, and what’s really behind the Kospi’s jaw-dropping run. Most importantly, we dig into the opportunity: how investors can access this notoriously closed market, and why Korea could be one of the most mispriced opportunities in global equities right now. Try Finimize Pro

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18:40

The Finimize Team's 2025 Investing Ideas, Wrapped

Investor Intelligence ·

2025/12/24

Before you start thinking about new goals and fresh trades for 2026, it’s worth taking one last look back. In this episode, Finimize Analyst Stéphane Renevier joins the pod to review the Finimize team’s 2025 investing calls - what worked, what didn’t, and why. We break down the ideas that delivered standout returns, the themes that kept showing up, and the mistakes that offered the clearest lessons. Try Finimize Pro

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9:41

Alphabet Stock: The Good, The Bad, And The Base Case

Investor Intelligence ·

2025/12/17

Alphabet’s had a big year. The stock’s surged, the AI fears have faded, and even regulators have eased off, turning what once looked like a risky bet into one of the market’s standout performers. But after a 60%-plus rally, the obvious question is: what now? Today, Finimize Analyst Russell Burns joins the pod to reassess Alphabet from the ground up. Try Finimize Pro

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19:29

The Stupidly Simple Trend-Following Strategy That...

Investor Intelligence ·

2025/12/03

Trend following sounds like something only quants, hedge funds, and giant computer systems can pull off - but it doesn’t have to be. In this episode, Finimize Analyst Stéphane Renevier breaks down a surprisingly simple version of the strategy that anyone can run in just ten minutes a month. Try Finimize Pro

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18:27

What 200 Years Of Market History Can Teach You About...

Investor Intelligence ·

2025/11/26

What can two centuries of market data tell us about investing today? In this episode, Reda Farran walks through a landmark study covering 200 years and 56 economies - and the 13 lessons that consistently hold up across cycles, regimes, bubbles, crashes, and inflation. Try Finimize Pro Sponsored by SurfAir Mobility.

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12:37

Three Sectors And Six Stocks: Where The Charts Say To...

Investor Intelligence ·

2025/11/19

Volatility’s back – and technical analysis might be having a moment. In this episode, Finimize analyst Russell Burns digs into how simple tools like moving averages and MACD are helping make sense of the market’s latest zigzags. It’s a look at how old-school charting can offer fresh signals – and how planning your exit might just be the best entry point. Try Finimize Pro

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15:17

Wreck-It… Wealth: This Scrap-Heap Stock Could Be A...

Investor Intelligence ·

2025/11/12

Not every investment needs a headline-grabbing story. Some just need great economics. In this episode, Finimize Analyst Theodora Lee Joseph explains why Copart - a company that makes money from totaled cars - might be one of the market’s most overlooked compounders. No hype, no buzzwords - just a scrap-heap stock with serious staying power. Try Finimize Pro Sponsored by SurfAir Mobility.

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169 results

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