Free Daily Podcast Summary
FundCalibre - Investing on the go: Daily Summaries Delivered
by FundCalibre
Get key takeaways, quotes, and insights from FundCalibre - Investing on the go in a 5-minute read. Delivered straight to your inbox.
Latest Episodes
The most recent episodes — sign up to get AI-powered summaries of each one.
- 5 days ago32 min
396. What investors keep getting wrong about cycles
Markets are often driven less by logic and more by emotion, and that pattern hasn’t changed despite decades of evolution in investing tools and technology. Nick Clay, manager of the TM Redwheel Global Equity Income fund, joins us this week to explore how cycles of greed and fear continue to shape market behaviour, and why volatility is returning after years of unusually stable conditions. We discuss inflation, AI-driven disruption, shifting definitions of quality and why valuation discipline ...
- 1 weeks ago23 min
395. High yield bonds in a world of chaos
With geopolitical tensions rising and inflation concerns returning, bond markets are facing another major test. Rhys Davies, manager of Invesco Bond Income Plus (BIPS), joins us to discuss why high yield bonds have remained surprisingly resilient, how spreads are behaving and whether markets are becoming too complacent about risk. The conversation also explores portfolio positioning in uncertain conditions, the importance of diversification and why shorter-duration bonds are helping manage vo...
- 2 weeks ago18 min
394. From uranium to frontier matters: finding value where others aren’t looking
In a volatile and often unpredictable market, finding reliable returns is becoming increasingly challenging. This episode explores a defensive, multi-asset approach with SVS RM Defensive Capital manager Dr Niall O’Connor. This fund looks beyond traditional equities and bonds, focusing instead on overlooked, under-researched opportunities. From high-yield bonds and discounted investment trusts to commodities and frontier markets, the interview highlights how diversification is evolving. It als...
- 3 weeks ago18 min
393. From deflation to innovation and the new drivers of Japan
This episode explores the changing investment landscape in Japan and why it may be entering a new era of growth. With deflation ending, wages rising and corporate governance improving, companies are being pushed to deploy capital more efficiently. We’re joined by Alison Henry, investment specialist in Japanese equities from Baillie Gifford, this week who highlights opportunities in mid-cap innovators, the growing influence of artificial intelligence and Japan’s leadership in robotics and auto...
- Apr 15, 202620 min
392. Value investing in a volatile world
This interview examines how escalating geopolitical tensions are influencing the UK equity market and investor sentiment. Rising energy prices and disrupted supply chains are expected to feed through into inflation and interest rates, creating headwinds for more cyclical areas of the market. Alex Wright, manager of Fidelity Special Values Trust, explores how the portfolio is being adjusted in response, including changes to exposure across sectors such as defence and oil. We also consider the ...
- Apr 1, 202624 min
391. Uncovering Asia’s growth engine
Today’s guest, Richard Sennitt, manages three Elite Rated funds: Schroder Asian Alpha Plus, Schroder Asian Income and Schroder Oriental Income Trust. He shares his approach to navigating investment opportunities across Asia. The interview explores the impact of AI on semiconductor manufacturing and tech enablers, the growth potential in financials and insurers and the evolving dividend culture in markets like Singapore, Korea and China. Richard shares his approach to balancing income generati...
- Mar 26, 202625 min
390. Europe rising: what’s driving returns
Take a deep dive into European equity investing, focusing on how a disciplined blend of quality, valuation and momentum can drive consistent long-term returns. Alexander Fitzalan Howard, manager of JPMorgan European Growth and Income Trust, explores how earnings revisions act as a key signal for stock performance, alongside insights into sector opportunities such as banks, infrastructure and smaller companies. We also examine the impact of macro developments, including increased European fisc...
- Mar 25, 202623 min
389. Oil, inflation and uncertainty
In this special bonus episode, recorded amid heightened market volatility, Darius and Juliet explore how escalating geopolitical tensions are reshaping the investment landscape. With energy markets at the centre, we explain why disruptions in the Middle East matter so much for global supply, inflation and interest rates. The discussion also covers why traditional defensive assets like gold have struggled, what alternatives investors can consider and how portfolios might be positioned in uncer...
Get FundCalibre - Investing on the go summaries in your inbox
Free AI-powered daily recaps. Key takeaways, quotes, and mentions — in a 5-minute read.
Get Free Summaries →Free forever for up to 3 podcasts. No credit card required.
You Might Also Like
Listeners also like.
Investors' Chronicle
Investors' Chronicle
The Personal Investor
Fidelity International
Invest Like a Boss
Sam Marks Johnny FD Derek Spartz
Stocks for Beginners
Philip Muscatello - Investment Education for the Stock Market
MoneyWeek Talks
Future Publishing
The Rules of Investing
Livewire Markets
The Meb Faber Show - Better Investing
The Idea Farm
InvestTalk
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
Money Maze Podcast
Money Maze Podcast
Fondos de Inversión y Valores
FONDOS DE INVERSION Y VALORES
Earn & Invest
Jordan Grumet (Doc G)
Investor Intelligence
Investor Intelligence
About FundCalibre - Investing on the go
Investing on the go gives you direct access to the people who manage your ISA and pensions savings. Our hosts will be interviewing finance professionals on everything from their successes and failures to current ideas and insights. At meetings, before events and even if we bump into them on the street, we'll grab five minutes with these experts to discuss how your own personal finances could be impacted by topics such as US elections, the move from petrol to electric vehicles, the growth in artificial intelligence and robots, and so much more. Our ultimate goal is to bring to life the world of investments and uncover new and exciting opportunities, all while inspiring you to invest and giving you the confidence and knowledge to make the right decisions. To do this we often ask the managers why they are invested in individual companies. This is for illustration only and should not be taken as a recommendation to buy or sell that stock. The fund manager may or may not still own these com
Customized Recaps
AI-powered recaps with compact key takeaways, quotes, and insights.
Straight to Your Inbox
Get key takeaways from FundCalibre - Investing on the go in a 5-minute read.
Save Hours Every Week
Stay current on your favorite podcasts without falling behind.
Frequently Asked Questions
What is Podzilla's FundCalibre - Investing on the go daily summary?
It's a free AI-powered email that summarizes new episodes of FundCalibre - Investing on the go as soon as they're published. You get the key takeaways, notable quotes, and links & mentions — all in a quick read.
How does the FundCalibre - Investing on the go podcast summary work?
When a new episode drops, our AI transcribes and analyzes it, then generates a personalized summary tailored to your interests and profession. It's delivered to your inbox every morning.
Is this an official FundCalibre - Investing on the go product?
No. Podzilla is an independent service that summarizes publicly available podcast content. We're not affiliated with or endorsed by FundCalibre.
Can I get summaries of other podcasts too?
Absolutely! The free plan covers up to 3 podcasts. Upgrade to Pro for 15, or Premium for 50. Browse our full catalog at /podcasts.
What topics does FundCalibre - Investing on the go cover?
FundCalibre - Investing on the go covers topics including Business, Investing. Our AI identifies the specific themes in each episode and highlights what matters most to you.
Start getting FundCalibre - Investing on the go summaries tomorrow morning.
Free forever for up to 3 podcasts. No credit card required.
Free forever for up to 3 podcasts. No credit card required.