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Uncuffed

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S4, E1 - Day One 7:38

5 weeks ago7:38

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7:38

Last summer, something monumental happened. One of Uncuffed's founding producers, Greg Eskridge, came home after more than 30 years in prison. In this episode we’ll bring you back to that emotional day last summer when he walked out of the San Quentin gates, free at last. Our work in prisons is supported by the California Arts Council, the California Department of Corrections and Rehabilitation, independent foundations, and donations from listeners like you. Learn more, sign up for Uncuffed news, and support the program at www.weareuncuffed.org Follow us @WeAreUncuffed on Instagram and Facebook Transcripts are available within a week of the episode coming out at www.kalw.org/podcast/uncuffed…

Investor Intelligence

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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.

113 episod

#Trading #Business #Finimize #Investing #Finance #Economy #News #Investors #Wall Street #Marketing #Stock #Money

Investor Intelligence

updated 8 days ago

Kongsi

Laman utama siri•Feed

113 episod

#Trading #Business #Finimize #Investing #Finance #Economy #News #Investors #Wall Street #Marketing #Stock #Money

Semua episod

Investor Intelligence

1
Here’s What Nvidia Is Really Worth, And What To Know Ahead Of Earnings 12:29

8 days ago12:29

12:29

Nvidia has been the biggest winner of the AI boom—but can it keep up the pace? In today's episode, Chief Finimize analyst Carl Hazeley joins the pod to break down his latest research on the chip giant. We’ll dig into Nvidia’s financials, its dominance in AI, and the risks that could slow it down. And yes, we’ll talk about whether the stock is overvalued. Try Finimize Pro…

Investor Intelligence

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SoftBank: Why Masayoshi Son's Brainchild Could Be A Bargain AI Play 13:15

14 days ago13:15

13:15

SoftBank owns a $230 billion portfolio filled with high-growth tech, telecom, and AI investments—including a majority stake in Arm. But despite its assets, the stock is trading at a steep discount to its net asset value. So, is this a rare value play - or a sign of deeper risks? In today’s episode, Finimize analyst Russell Burns breaks down SoftBank’s strategy, its bets on AI and semiconductors, and what that valuation gap means for investors. Try Finimize Pro…

Investor Intelligence

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IDEXX: The Undervalued Giant Fueling the Pet Economy 13:57

21 days ago13:57

13:57

Pet strollers, matching outfits, gourmet meals—people are treating their pets like royalty. And that’s not just cute, it’s big business. In today’s episode, Finimize analyst Theodora Lee Joseph joins the pod to dive into IDEXX Laboratories—a pet healthcare giant that’s quietly dominating the industry with a subscription-like model, sky-high margins, and double-digit growth. We’ll break down why this stock isn’t just another name in the market, but a potential 50% upside opportunity hiding in plain sight. Try Finimize Pro…

Investor Intelligence

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The Future of US Stocks: S&P 500 Predictions For The Next Decade 21:06

5 weeks ago21:06

21:06

The past decade made investing look easy – 13% returns per year from the S&P 500, no questions asked. But the next ten years are shaping up to be a whole different story, and if you’re betting on another blockbuster decade, you might be in for a nasty – and costly – surprise. See, even if you make some pretty optimistic assumptions, US stocks are likely to return a mere 5% per year. What’s worse, the risks are tilted to the downside. So this is a good time for a gut check. Today, Finimize analyst Stephane Renevier pops in to the studio, to break down how things have changed now - and what it means for your portfolio. Try Finimize Pro Subscribe to the Finimize Newsletter: https://finimize.com/…

Investor Intelligence

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JD Sports’ Stock Is Down - Here’s Why That’s Great News 13:53

6 weeks ago13:53

13:53

The pandemic was a golden era for sporting goods retailers – people locked out of the gym and stuck at home drove record sales of running shoes, athleisure wear, and exercise equipment. But now that life’s back to normal, those stocks don’t seem so sporty. There’s a silver lining to that though: digging into industries that have fallen out of fashion can turn up some serious investment opportunities. Take JD Sports Fashion, for example: its share price has taken a tumble and now looks like a steal, based on key valuation metrics. In today’s podcast, Guy sits down with Finimize analyst Russell Burns to unpack why this $5.4 billion sporting goods giant could deliver a 42% upside for investors. Try Finimize Pro Subscribe to the Finimize Newsletter: https://finimize.com/…

Investor Intelligence

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AI Has Turned Utilities Into A Power Play. These Three Stocks Are Set To Light Up 24:02

7 weeks ago24:02

24:02

US electricity demand has been, *ahem*, static over much of the past two decades, but it’s finally beginning to light up. That’s partly thanks to the explosive growth of AI. The innovative technology’s huge need for power now means that utility companies – traditionally one of the dullest corners of the stock market – could offer investors a pretty exciting way to play the market’s latest obsession. In today's episode we sit down with Finimize analyst Reda Farran, who's taken a look at the sector and found three brightly shining stocks that you may want to own now. Try Finimize Pro Subscribe to the Finimize Newsletter: https://finimize.com/…

Investor Intelligence

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The Future of Chocolate: Why Barry Callebaut Could Be Your Portfolio’s Secret Weapon 17:19

8 weeks ago17:19

17:19

Chocolate isn’t just delicious—it might also be lucrative. Barry Callebaut, the world’s biggest chocolate maker, has had a rough couple of years, with its stock down 45% since 2022. But could that slump be your golden opportunity? In today’s episode, I sit down with Theodora Lee Joseph to find out why she thinks Barry Callebaut’s fortunes are about to change. We talk restructuring plans, stabilizing cocoa prices, and why the big names - think Hershey and Mondelez - might be outsourcing more chocolate production than ever. Theodora makes the case that the chocolate maker is a turnaround story worth biting into. Try Finimize Pro Subscribe to the Finimize Newsletter: https://finimize.com/…

Investor Intelligence

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Where to Invest in 2025: Finimize Analyst Roundtable 42:09

8 weeks ago42:09

42:09

AI is a big thing, but it’s not the only thing. In today’s podcast, we get five Finimize analysts – Carl Hazeley, Reda Farran, Stéphane Renevier, Theodora Lee Joseph, and Russell Burns – to discuss where they see opportunities now. And – yes, fine – some of their investing ideas are AI-related. But not, by any means, all of them. Subscribe to the Finimize Newsletter: https://finimize.com/ Try Finimize Pro…

Investor Intelligence

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2024’s Lessons & 2025’s Biggest Opportunities: Finimize Analyst Roundtable 24:33

10 weeks ago24:33

24:33

After some too much turkey and an unfamiliar chocolate dessert, the Finimize analysts huddled in the studio for a chance to talk markets. They went around the room, sharing their big takeaways, the events that surprised them, and the things they see just ahead for this quarter-century year. They also dished about the trends and risks that they see mostly flying under the radar. Try Finimize Pro Subscribe to the Finimize Newsletter: https://finimize.com/…

Investor Intelligence

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How ChatGPT Outperformed Wall Street - And What It Means For Your Portfolio 18:08

11 weeks ago18:08

18:08

What if the key to beating Wall Street was hiding in plain sight... inside ChatGPT? In this episode, Guy's joined by Finimize analyst Reda Farran to unpack research that could potentially be groundbreaking for investing. Researchers found that with a bit of clever prompting, ChatGPT could analyse financial statements better than professional analysts, predict earnings trends with remarkable accuracy, and build model portfolios that delivered massive excess returns. We’ll break down how this works, what it means for the future of investing, and - most importantly - how you can apply it to your own portfolio. Read Reda's full report with a Finimize Pro subscription. Try Finimize Pro…

Investor Intelligence

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AI's Big Water Problem: The Stocks Making Waves 15:47

12 weeks ago15:47

15:47

AI's digital boom has a hidden cost: water. Data centers and chip factories are guzzling it like never before, sparking demand for smarter water solutions. In today's episode, Finimize analyst Stephane Renevier join Guy in the studio to break down the companies innovating where tech meets water—from advanced cooling systems to industrial recycling—and shares how investors can capitalize on this game-changing trend. Try Finimize Premium…

Investor Intelligence

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Close-Up On Ulta, The Stock That Warren Buffet Dumped: Why Beauty Is In The Eye Of The Shareholder 16:31

14 weeks ago16:31

16:31

When Warren Buffett buys into a stock, investors take notice. And when he sells it, you can bet they note that, too. That’s exactly what happened this year with Ulta Beauty – a company that briefly caught (and then lost) the Oracle of Omaha’s fancy. But, here’s the thing: just because Buffett stepped away doesn’t mean this opportunity should be off the table for the rest of us. In fact, I think Ulta’s current valuation presents an interesting proposition that’s worth paying attention to. Finimize analyst Theodora Lee Joseph argues that what we're actually looking at is a high-return business trading at a 12-month forward price-to-earnings ratio of under 14x – a steep discount to its historical average. Factor in Ulta’s “omnichannel” strategy, loyal customer base, and potential to benefit from big-picture tailwinds like rate cuts and the recovery in China’s beauty market, and the upside becomes pretty hard to ignore. She pops into the studio to show you why Ulta beauty deserves a look. Try Finimize Premium…

Investor Intelligence

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Why A Company Revolutionising Organ Care Could Be The Hottest Growth Stock Right Now 14:19

15 weeks ago14:19

14:19

Donated organs don’t stay viable outside a human body for very long. And because they have to be a match for a potential recipient – in terms of size, genetics, and geographical location – most end up wasted rather than transplanted, despite an overwhelming need for them. There’s always been a complex web of problems in this part of healthcare, from the medical to the logistical. But a company called TransMedics has been working to solve the ones it can. And now its big innovation – the Organ Care System, a portable device that replicates an organ’s natural, functioning environment – has been approved by the FDA. And that makes TransMedics’s stock worth looking into. Today, Finimize analyst Russell Burns sits down with Guy Gardener to look at exactly how they’ve changed the game in organ care, their growth story for 2025, how this kind of investment could fit into your portfolio, and much more. Try Finimize Premium…

Investor Intelligence

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Think Buy-and-Hold is Enough? Here’s a Smarter Strategy 23:48

16 weeks ago23:48

23:48

Holding just stocks would’ve been a winning move over the past ten years, but that doesn’t mean it will be over the next ten. They’ve taken huge hits before and they could again. With today’s record-high valuations, stretched margins, and an investing audience that’s maxed out on the market, the margin of safety is perilously slim. Ideally, you’ll want a portfolio that can deliver returns even if the future fails to meet everyone’s lofty expectations. That’s why Finimize analyst Stephane Renevier designed the Momentum Rider Portfolio. The model constantly adapts to investing conditions and aims to deliver stock-like returns but with way less risk. Steph joined Guy in the studio to break down how it works, and how to do it. Try Finimize Premium…

Investor Intelligence

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Forget Going All-In On Stocks: The Easy Rider Portfolio, For Safer Gains 26:11

17 weeks ago26:11

26:11

Look only at recent performance, and it might be tempting to go all-in on stocks. But with a ten-year horizon, the odds of facing disappointing returns or hitting a really rough patch are high. Finimize analyst Stephane Renevier's Easy Rider Model Portfolio offers a smarter approach. By blending stocks with bonds, commodities, and even a sprinkle of bitcoin, you’ll be doing more than just chasing returns – you’ll be shrinking your risk and boosting your chances of hitting your financial goals. Stephane joins Guy in the studio to break the portfolio down. Try Finimize Premium…

Investor Intelligence

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The Costco Craze: What Makes This Stock A Bulk-Worthy Investment 18:39

17 weeks ago18:39

18:39

Imagine snagging Costco’s stock back in 2000 and watching your investment grow 30 times over in less than 25 years. When we think of “multi-baggers”, grocery stores aren’t the first thing to spring to mind – it’s usually trailblazing tech firms like Apple, Microsoft, and Nvidia. But great investments don’t always hinge on innovations or complex business models. Sometimes the best companies thrive by keeping things simple – and Costco is a perfect example. In today's episode, Finimize analyst Theodora Lee Joseph makes the case for why Costco - despite its high valuation - could make a worthy addition to your portfolio. Try Finimize Premium…

Investor Intelligence

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Introducing...Investor Intelligence: The Scrappy Fintech That's Now Latin America's Hottest Growth Stock 13:41

18 weeks ago13:41

13:41

Welcome to 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. Most consumer banks follow the same basic business model. But in Brazil, Nubank (or Nu, as it’s known) has been doing things differently: it operates entirely online or via an app – without a single bank branch – offering loads of services at more competitive rates than traditional banks (and without fees). Plus, it’s been embracing the lower-income customers that the old-school financial institutions have traditionally turned away. In a little over a decade, this formula has catapulted it from unknown fintech to Latin America’s most valuable bank. Finimize analyst Russell Burns breaks down why it’s a stock you’ll want to watch.…

Investor Intelligence

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Generation: Margaret Jobling (Natwest) | Marketing That Actually Drives Revenue 37:56

18 weeks ago37:56

37:56

Brought to you by our sister podcast, Generation ( Spotify ) ( Apple Podcasts ). Time and time again, marketers get stuck in the same dilemma. How do I really show ROI for my marketing spend? Today, Max is joined by Natwest CMO Margaret Jobling, who shares her powerful blueprint for maximizing ROI through a balance of brand building, performance, and experimentation. With a career spanning iconic brands like Cadbury’s, British Gas, and Bird’s Eye, Margaret reveals how to break free from “rearview” marketing, and drive real business impact. Partner with us: https://business.finimize.com/ Subscribe To Finimize Newsletter: https://share-eu1.hsforms.com/1TVySdLKsSxmyp0sBmOcNrg2b9knn…

Investor Intelligence

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Generation: Nils Leonard (Uncommon) | Building Brands People Actually Wish Existed 46:16

21 weeks ago46:16

46:16

Brought to you by our sister podcast, Generation ( Spotify ) ( Apple Podcasts ). Imagine being handed a million pounds to develop a groundbreaking idea—but you can’t get your client to see its value. Is it their fault? Or does the responsibility fall on how you tell the story? Today, Max sits down with Nils Leonard, co-founder of one of the hottest creative agencies on the planet, Uncommon. Nils has led viral campaigns for brands like British Airways, Nike, Monzo, and EA Sports, earning multiple Grand Prix Awards at Cannes Lions along the way. Max and Nils break down what separates the meaningful from the mediocre and why finance needs creativity now more than ever. Partner with us: https://business.finimize.com/ Subscribe To Finimize Newsletter: https://share-eu1.hsforms.com/1TVySdLKsSxmyp0sBmOcNrg2b9knn…

Investor Intelligence

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Blue Whale Growth Fund’s Stephen Yiu Reveals Why He’s Buying Nvidia And Selling Microsoft 42:04

22 weeks ago42:04

42:04

Subscribe to our daily financial news show, The Finimize Daily Brief (Spotify), The Finimize Daily Brief (Apple Podcasts). It’d be easy to think about Microsoft and Nvidia in the same way. But the two AI stock darlings have more that separates them than unites them. In today’s Podcast, Stephen Yiu – the CIO of Blue Whale Growth Fund – chats with Carl about what sets the two tech giants apart. Partner with us: https://business.finimize.com/ Subscribe to the Finimize Newsletter: https://finimize.com/…

Investor Intelligence

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Generation: The Secrets Behind Great Product Leadership, With Adam Nash (Wealthfront, Daffy, Linkedin, Dropbox) 47:40

23 weeks ago47:40

47:40

Brought to you by our sister podcast, Generation ( Spotify ) ( Apple Podcasts ). Adam Nash is one of the most influential leaders in fintech. As the former President and CEO of Wealthfront, he scaled assets under management from $100 million to over $4 billion. He's also held pivotal roles at top Silicon Valley companies like Apple, eBay, LinkedIn, and Dropbox. Right now, Adam's leading his latest venture, Daffy, a start-up democratising charitable giving. Today, Adam and Max talk about the true meaning of trust in the world of finance, Adam’s biggest lesson from working with Steve Jobs, and why product leadership is so critical to delighting your customers. Partner with us: https://business.finimize.com/ Subscribe To Finimize Newsletter: https://share-eu1.hsforms.com/1TVySdLKsSxmyp0sBmOcNrg2b9knn…

Investor Intelligence

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Generation: Ex-UBS CMO Johan Jervøe: Why Your Brand Needs Emotion To Truly Build Trust 41:04

25 weeks ago41:04

41:04

Brought to you by our sister podcast, Generation ( Spotify ) ( Apple Podcasts ). Unlock the secrets of exceptional marketing with Johan Jervøe, former CMO of UBS and Intel. Max and Johan discuss the power of customer insight, how to leverage celebrity endorsements, the art of crafting campaigns that really resonate, and much more. Partner with us: https://business.finimize.com/ Subscribe To the Finimize newsletter: https://share-eu1.hsforms.com/1TVySdLKsSxmyp0sBmOcNrg2b9knn Check out our daily financial news show, The Finimize Daily Brief (Spotify), The Finimize Daily Brief (Apple Podcasts).…

Investor Intelligence

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Personal Finance Roundtable: Finimize Analysts, On Smart Money Moves For 2024 17:49

25 weeks ago17:49

17:49

Subscribe to our daily financial news show, The Finimize Daily Brief (Spotify), The Finimize Daily Brief (Apple Podcasts). On today's episode, Carl and the gang dive into the fundamentals of personal finance. They explore essential topics like how much cash you should really hold, and how to use it, pensions, fixing mortgage rates, and balancing risk and return in your retirement planning. Hear from Stéphane Renevier, Reda Farran, Theodora Lee Joseph, and Russell Burns. Partner with us: https://business.finimize.com/ Subscribe To Finimize Newsletter: https://finimize.com/…

Investor Intelligence

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The Man Who's Tracked Warren Buffett For 40 Years, On The Real Reason Behind His Big Stock Sell-Off 23:18

26 weeks ago23:18

23:18

Subscribe to our daily financial news show, The Finimize Daily Brief (Spotify), The Finimize Daily Brief (Apple Podcasts). No one knows Warren Buffett like David Kass: the finance professor's been tracking the Oracle’s every move since the 1980s. He sat down with our show's producer, Guy Gardener, to explain what he thinks about Buffett's latest stock moves – and what he might do next. Listen in the Finimize app, or wherever you get your podcasts. Partner with us: https://business.finimize.com/ Subscribe to the Finimize Newsletter: https://finimize.com/…

Investor Intelligence

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Generation: Inside iShares' $2 Trillion Growth: Ex-BlackRock's Alex Craddock's CMO Masterclass 41:30

27 weeks ago41:30

41:30

Brought to you by our sister podcast, Generation ( Spotify ) ( Apple Podcasts ). Discover what it takes to be a top-tier CMO with Citi's Alex Craddock. From transforming the iShares brand to leading game-changing campaigns, Craddock shares his secrets on mastering data, technology, and business growth. Get insider tips on leadership, mentorship, and crafting bold, visionary marketing strategies. Perfect for aspiring CMOs and seasoned pros alike—this episode is your blueprint for marketing success. Partner with us: https://business.finimize.com/ Subscribe To Finimize Newsletter: https://share-eu1.hsforms.com/1TVySdLKsSxmyp0sBmOcNrg2b9knn…

Investor Intelligence

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Special Announcement - The Finimize Daily Brief: Subscribe To Our Sister Show! 0:39

28 weeks ago0:39

0:39

Subscribe to our daily financial news show, The Finimize Daily Brief (Spotify), The Finimize Daily Brief (Apple Podcasts). The show gives you everything you need to know about the day's biggest financial stories and trends, in five minutes or less - plus a regular Q+A with our world-class analysts.

Investor Intelligence

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Sree Kochugovindan, Senior Economist At Abrdn, On 2024’s Cruel Summer 35:33

29 weeks ago35:33

35:33

If you were hoping for some stable predictability in the markets, well, 2024 might not be your year. Sree Kochugovindan, senior research economist at abrdn, has been watching the recent blast higher in volatility. She sat down with Carl recently and discussed how interest rate decisions from the world’s big central banks (especially in the US and Japan) have driven a lot of the market’s swings. But, she noted that other things are playing a role, too, and with the US presidential election just a few months away, things are likely to remain tumultuous for a while yet. Luckily, she’s got some insights for investors and economists, as they brace for the potential outcomes. Listen in the Finimize app, or wherever you get your podcasts. Partner with us: https://business.finimize.com/ Subscribe to the Finimize Newsletter: https://finimize.com/…

Investor Intelligence

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The Finimize Analysts Spill Their Midyear Investing Views 17:09

30 weeks ago17:09

17:09

The Finimize analyst team get together for a mid-year hurrah. They checked in on how their 2024 predictions have played out so far, and what they’re expecting for the rest of the year. Hear from Stéphane Renevier, Reda Farran, Theodora Lee Joseph, and Russell Burns – hosted by Carl Hazeley. They’ll make some fresh predictions, share what they’ve learned, and exchange some witty banter (maybe. You be the judge.). Listen in the Finimize app, or wherever you get your podcasts. Partner with us: https://business.finimize.com/ Subscribe to the Finimize Newsletter: https://finimize.com/…

Investor Intelligence

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The US Created Fewer Jobs Than Expected, And Nvidia Rival Cerebras Filed For An IPO 5:04

31 weeks ago5:04

5:04

Brought to you by our daily financial news show - subscribe here: The Finimize Daily Brief (Spotify), The Finimize Daily Brief (Apple Podcasts). US jobs data suggested that the country is starting to strain under high interest rates, while Nvidia challenger Cerebras filed for an IPO. Today’s stories: The US Created Fewer Jobs Than Expected, And Unemployment Ticked Up Too Chip Designer And Nvidia Rival Cerebras Filed For An IPO Try Finimize Premium…

Investor Intelligence

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Apple Reported Record Revenues, Amazon's Stock Tumbled, And The Bank Of England Cut Interest Rates 5:01

31 weeks ago5:01

5:01

Apple and Amazon both showed investors how they fared last quarter, but their adequate performances failed to earn them credit. After four years of interest rates moving only one way, the Bank of England finally dropped rates. Today’s stories: Adequate Results From Apple And Amazon Weren’t Enough To Get Investors Excited After Four Years, The Bank Of England Finally Trimmed Interest Rates Try Finimize Premium…

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