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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.
149 Episodes
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Ray Dalio's All-Weather Portfolio is famous for its resilience, but Finimize Analyst Reda Farran's discovered how to make it smarter. In this episode, we break down how one trend-following tweak can turn a classic strategy into an even stronger, more consistent performer. Try Finimize Pro Sponsored by SurfAir Mobility.
Markets are flying high...but so are the warning signs. In today’s episode, we bring in Finimize Analyst Stéphane Renevier to share five trades for investors who want to stay in the game - but with a safety net. These aren’t your classic doomsday bets: they’re pragmatic, low-cost hedges for a bubble era. And, sure, they’ll help if the rally rolls on. But if it doesn’t - that’s when they really shine. Try Finimize Pro Sponsored by SurfAir Mobility.
SoftBank’s stock has doubled, AI’s still red-hot, and Finimize Analyst Russell Burns is back to explain what’s really driving both. In today’s episode, we revisit his original SoftBank call, explore how the story’s evolved, and reveal the new AI power play he’s turning to next. It’s not another chipmaker - and that’s exactly the point. Try Finimize Pro
AI’s appetite for computing power is insatiable. And it’s fueling a $7 trillion global data center boom. In today’s episode, Finimize Analyst Theodora Lee Joseph joins the pod to unpack the next big AI trade: the overlooked companies building the power lines, cooling systems, and infrastructure that make the tech run. She makes the case that this is where the real long-term upside could be hiding. Try Finimize Pro
Intel’s comeback story has been one of the market’s biggest surprises. But after a huge run, investors are wondering if the stock still has legs. In this episode, Finimize Analyst Reda Farran breaks down the deals, the data, and the next phase of Intel’s turnaround - and helps you decide whether to hold tight or take profits. Try Finimize Pro
Forget jobs data and inflation prints: the real driver of markets might be something else entirely. On today's pod, Finimize Analyst Stéphane Renevier joins us to unpack global liquidity - the $300 trillion debt loop that keeps everything spinning - and how you can position your portfolio as the cycle reaches its peak. Try Finimize Pro
AI spending is ballooning, and much of it is flowing into the next generation of cloud infrastructure. In today’s podcast, Russell Burns unpacks Nebius’s game-changing $17.4 billion deal with Microsoft – and what it means for the stock’s future. Plus, he highlights another under-the-radar player chasing the same opportunity. Try Finimize Pro Sponsored by Tradu.
Some stocks are flashy. GTT isn’t one of them. In today’s podcast, Theodora Lee Joseph explains how this little-known French engineering firm quietly dominates a vital part of the global LNG industry - and why its monopoly-like economics, fat margins, and steady dividends could make it a Buffett-worthy compounder. Try Finimize Pro Sponsored by Tradu.
Everyone knows Apple can launch shiny new products. But what investors need to know is whether the stock still stacks up. In this episode, Finimize Analyst Reda Farran breaks down Apple’s ecosystem strength, regulatory risks, and valuation - and lays out whether the world’s most famous tech firm is a buy, sell, or hold right now. Try Finimize Pro
Robots that walk, think, and work like humans might sound far off...but they’re closer than you think. In this episode, Finimize Analyst Russell Burns joins the pod to talk about humanoid development, what’s hype versus what’s real, and which companies could benefit most. And - fine, okay - we also talk about when they might finally clock in. Try Finimize Pro
Defense stocks are having a moment. But not all of them are trading at defense-stock prices. In today’s podcast, Theodora Lee Joseph joins the pod to talk about Indra Systems: a $7 billion Spanish firm that looks more like an IT shop on the surface, but is actually deeply embedded in Europe’s military build-up. The market hasn’t fully caught on yet - and that disconnect could spell opportunity. Try Finimize Pro
Markets may look calm, but they’re sitting on some pretty shaky ground. In today’s podcast, we get Finimize Analyst Stéphane Renevier to walk us through two trades built for the big shocks - the kind that most investors don’t see coming. These aren’t “short the market and pray” ideas: they’re smarter, asymmetric hedges designed to cost little if nothing happens - but to deliver real upside if everything suddenly does. Try Finimize Pro
Air-made protein sounds like science fiction. But one Finnish startup is trying to make it a billion-dollar reality. In today’s episode, Finimize Analyst Reda Farran joins the pod to talk about Solar Foods – the company turning carbon dioxide and water into a high-protein powder it hopes will revolutionise the food industry. And - yes, fine - it’s still early-stage, risky, and unprofitable. But not, by any means, without serious upside potential. Try Finimize Pro
OpenAI is a big thing. Obviously. But it’s not a stock you can buy. Not directly, anyway. In today’s episode, Finimize Analyst Theodora Lee Joseph joins the pod to unpack five ways investors can still get exposure to the company behind ChatGPT. Some of them are well-trodden paths. Others might surprise you. But all five are worth a look if you’re trying to position for the next leg of the AI boom. Try Finimize Pro
AI is driving a gold rush in compute power. And Nebius is quietly selling the picks and shovels. In today’s episode, Finimize Analyst Russell Burns joins the pod to walk us through why this under-the-radar AI infrastructure firm might be one of the most overlooked growth stories out there. It’s lean, it’s scaling fast, it’s tight with Nvidia - and its stake in ClickHouse alone could be worth a chunk of its market cap. Try Finimize Pro
Chasing growth stocks can make you rich. It can also blow up your portfolio. In this episode, Finimize Analyst Stéphane Renevier joins the pod to share the CANSLIM method - a system for finding high-growth stocks and knowing when to actually pull the trigger. It’s all about discipline, timing, and spotting key signals before a stock breaks out. Plus: he’s got a few names on his watchlist right now. Try Finimize Pro
Intel, nuclear, and utilities aren’t exactly the flashiest parts of the market. But they’ve quietly been at the centre of some of the biggest investment themes of the past year. In today’s episode, Finimize Analyst Reda Farran joins the pod to see what’s changed since he first made the case. Some calls have aged well. Others? Not so much. We revisit the original theses, update the outlook, and figure out where the opportunity still is - and where it might be time to take profits. ...
Starbucks feels like the kind of stock you should want to own. It’s everywhere, it’s addictive, and it’s managed to charge more and more without losing the crowd. But when Finimize Analyst Theodora Lee Joseph took a closer look, the story wasn’t quite so frothy. In today’s episode, she explains why the coffee giant’s growth has slowed, costs have crept up, and yet… the stock still trades like a rebound’s already here. It’s not a short call, and it’s definitely not broken. Bu...
Duolingo’s stock has soared. But is it still a smart bet, or just a cute owl in a bubble? In today’s episode, Finimize Analyst Stéphane Renevier joins the show. He's built a fast, repeatable way to analyse any high-growth company - using AI, some classic fundamentals, and about three hours of your time. No fluff, no 80-tab spreadsheets. Just the stuff that matters: how the company makes money, what the numbers say, and where the real risks and rewards might lie. He walks us ...
Bonds have been boring. And painful. Since 2020, long-dated U.S. Treasuries have quietly lost about half their value - while everything else (yes, including bitcoin) has soared. But maybe that’s exactly why they’re interesting now. In today’s episode, Jonathan Hobbs CFA joins the pod. He's making the case for TLT as one of the most overlooked opportunities in markets today. There’s a macro angle, a technical angle, and even an AI angle. And no, this isn’t about clipping coup...
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