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The Investor Way is a weekly investing podcast focused on UK stocks and shares.
304 Episodes
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Joe Kaye is an actuary turned investor. Since we last spoke to Joe he has continued working as a director and financial advisor at Jeremy Kaye Portfolio Management, as well as this he continues to run his fund. The fund has generated over 50% returns in each of the previous two years. We catch up on his fund performance, work as a financial advisor, the interaction between the two, his screening process, and the use of AI in his industry. Please note that although Joe is a financial advisor, nothing in this episode constitutes or is intended to constitute financial advice.
In our next episode we will be doing a catch up interview so we are re-releasing his previous interviews for those who want to refresh or were not listening when he originally came on. This episode was originally released in April 2025. Joe Kaye is an actuary turned investor. Since we last spoke to Joe he has purchased a firm of financial advisors Jeremy Kaye Portfolio Management, as well as this he continues to run a special situations fund, although the focus of the fund has changed.Joe shares his experience of purchasing a business, his experience in the financial advice industry, and changes to his own investment philosophy since his first interview, as well as discussing some of the stocks currently in his portfolio.Please note that although Joe is a financial advisor, nothing in this episode constitutes or is intended to constitute financial advice.
In our next episode we will be doing a catch up interview so we are re-releasing his previous interviews for those who want to refresh or were not listening when he originally came on. This episode was originally released in May 2023. In this episode we interview Joe Value (X - @JoeValue). Joe is an actuary turned investor with a 120% return after 3 years. Joe runs a fund focused on special situations. In part 2 of this interview we discuss Joe's portfolio and some of the stocks and funds in it.
In our next episode we will be doing a catch up interview so we are re-releasing his previous interviews for those who want to refresh or were not listening when he originally came on. This episode was originally released in May 2023. In this episode we interview Joe Value (X - @JoeValue). Joe is an actuary turned investor with a 120% return after 3 years. Joe runs a fund focused on special situations. In part 2 of this interview we discuss Joe's portfolio and some of the stocks and funds in it.
In this episode we discuss Dominos, Persimmon, Supermarket Income REIT, J D Wetherspoon, TrustPilot & Sunbelt Rentals$dom $psn $supr $jdw $trst $sunb#dom #psn #supr #jdw #trst #sunb
In this episode we discuss Ibstock, ITV, Reckitt Benckiser, LSE Group, Taylor Wimpey & Tritax Big Box REIT$ibst $itv $rkt $lseg $tw. $bbox#ibst #itv #rkt #lseg #tw. #bbox
In this episode we discuss Diageo, Mony Group, Aston Martin, Rightmove, Haleon & Wix$dge $mony $hln $rmv $aml $wix#dge #mony #hln #rmv #aml #wix
In this episode we discuss BAE Systems, InterContinental Hotels Group, Centrica, Coca-Cola Europacific, BHP & Wolters Kluwer$ba. $ihg $cna $ccep $bhp $wkl#ba. #ihg #cna #ccep #bhp #wkl
Arthur is a 22-year-old real estate professional with an early and genuine interest in investing. He spent part of his schooling in the Bronx, New York, before returning to the UK and graduating from the University of Reading with a 2:1 in Real Estate. Arthur now works at Knight Frank in their Residential Investment Team, where he focuses on residential investment analysis and advisory work. He began learning about investing at a young age and has continued to build his knowledge alongside his professional experience, bringing a thoughtful and grounded perspective to investing.This episode focuses on Arthur's investing journey and how he started investing at 14, as well as what investing is like at the start of your career, concentration, and building out your portfolio.
In this episode we discuss Barratt Redrow, Coca-Cola HBC, British American Tobacco, The Magnum Ice Cream Company, Unilever & Shopify$btrw $cch $bats $micc $ulvr $shop$btrw #cch #bats #micc #ulvr #shop
In this episode we discuss Dunelm, Shell, AG Barr, Novo Nordisk, GSK & Eli Lilly$dnlm $novob $bag $shel $gsk $lly$dnlm #novob #bag #shel #gsk #lly
In this episode we discuss easyJet, Sage Group, Lloyds, Filtronic, ASML & PayPal$ezj $sge $lloy $ftc $asml $pypl#ezj #sge #lloy #ftc #asml #pypl
In this episode we discuss Airtel Africa, Experian, Games Workshop, J D Wetherspoon, Wolters Kluwer & Netflix$aaf $expn $gaw $jdw $wkl $nflx#aaf #expn #gaw #jdw #wkl #nflx
In this episode we discuss Persimmon, Greggs, Taylor Wimpey, Associated British Foods, Whitbread & AirBnB$psn $grg $tw. $abf $wtb $abnb#psn #grg #tw. #abf #wtb #abnb
In this episode we discuss Next, AO World, Tesco, Cranswick, Sainsburys & Nike$nxt $ao. $tsco $cwk $sbry $nke#nxt #ao. #tsco #cwk #sbry #nke
In this episode we discuss British American Tobacco, Moonpig, Carnival, Hollywood Bowl, Currys & Wix$bats $moon $ccl $bowl $cury $wix#bats #moon #ccl #bowl #cury #wix
In this episode we review our £1m fantasy portfolio and its performance after 5 years, as well as suggesting changes to the portfolio heading into year 6.
As we will soon be updating our fantasy portfolio we are re-releasing the earlier years' episodes. This episode was originally released in January 2025, in this episode we review our £1m fantasy portfolio and its performance after 4 years.
As we will soon be updating our fantasy portfolio we are re-releasing the earlier years' episodes. This episode was originally released in December 2023, in this episode we review our £1m fantasy portfolio and its performance after 3 years.
As we will soon be updating our fantasy portfolio we are re-releasing the earlier years' episodes. This episode was originally released in December 2022, in this episode we review our £1m fantasy portfolio and its performance after 2 years.
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Another excellent show
Great informative podcast. Thank you.