Investing, Markets & Money

The Armchair Trader
Investing, Markets & Money

The Armchair Trader Editor, Stuart Fieldhouse calls on his wealth of experience within the financial markets and extensive network of connections to bring you this investing podcast. Stuart invites guests on to the show each week to discuss important themes within the financial markets. His guests include CEO’s of listed companies from around the world, from micro cap stocks to large established businesses. He speaks with Fund Managers about stock picking and the markets in which they operate, and he chats with Market Analysts about a range of topics that offer a broader view of the markets as well as insight on topical themes and trends. Listen on SoundCloud, YouTube or wherever you get your podcasts.

  1. Why you should be paying attention to the India equity markets with James Thom | Ep.133

    18 MAR

    Why you should be paying attention to the India equity markets with James Thom | Ep.133

    India has been one of the hottest global markets for some time, outperfoming China. Podcast host Stuart Fieldhouse meets James Thom, co-manager of the abrdn New India Investment Trust [LON:ANII] to find out how he selects Indian stocks for his portfolio, how the economy will develop and if the Indian success story can continue. For more great investing ideas, news and insight, sign up to our FREE newsletter at www.thearmchairtrader.com/newsletter/ For stock tips and deeper company analysis get a free trial of Armchair Trader Plus+ at www.thearmchairtrader.com/register 00:00 Intro to the abrdn New India Investment Trust 01:40 Why should investors look at India? 03:40 Is India's growth sustainable? 06:16 The importance of India's rural economy 09:10 The hot India IPO market 11:34 Which sectors look the best right now? 14:44 How do you select Indian stocks? 17:03 Star fund managers vs a team-based approach

    19 min
  2. What is Blockchain and how do investors access those growth dynamics? with Blake Heimann | Ep.131

    7 MAR

    What is Blockchain and how do investors access those growth dynamics? with Blake Heimann | Ep.131

    There has been a lot of talk about the blockchain and how much of a game-changer it is going to be in the technology space, affecting all our lives. But what is blockchain, and how do investors access those growth dynamics? In this podcast, host Stuart Fieldhouse chats to Blake Heimann, senior associate for quantitative research at WisdomTree, about the current trends and innovations in blockchain. On the podcast we discuss how WisdomTree accesses the blockchain sector in an ETF wrapper and what the long-term regulatory and scalability issues are for the sector. Also in focus are security issues and the importance of the management teams behind successful blockchain projects. We also get a chance to chat about volatility risks within blockchain and the wider sectors which stand to benefit the most from blockchain disruption. For more great investing ideas, news and insight, sign up to our FREE newsletter at www.thearmchairtrader.com/newsletter/ For stock tips and deeper company analysis get a free trial of Armchair Trader Plus+ at www.thearmchairtrader.com/register 00:00 Intro to investing in Blockchain 03:35 Blockchain trends and innovations 08:47 How can you evaluate a blockchain project? 16:02 The SEC and other regulators 23:02 Is security still an issue for large blockchain projects? 26:01 Looking at the management teams 29:19 Volatility risks 33:51 Sectors set to benefit from blockchain

    40 min
  3. The growth in global lithium demand, with CleanTech Lithium | Ep.132

    21 FEB

    The growth in global lithium demand, with CleanTech Lithium | Ep.132

    Host Stuart Fieldhouse meets Steve Kesler, Executive Chairman of CleanTech Lithium [LON:CTL] to discuss the growth in global lithium demand from battery storage, the company's Chilean projects and the new share offer for investors. For more investing ideas, news and insight, sign up to our FREE newsletter at www.thearmchairtrader.com/newsletter/ If you enjoy the podcast, like and subscribe for more great content. Listen on: Spotify - https://open.spotify.com/show/2vfaIsYhqcRejpjWNqYF6f Apple podcast - https://podcasts.apple.com/gb/podcast/the-armchair-trader-podcast/id1454640070 Amazon - https://music.amazon.co.uk/podcasts/68a66097-24d8-403e-a86f-70fab0d2d686/The-Armchair-Trader-Podcast Soundcloud - https://soundcloud.com/armchairtrader/ Follow us: X - twitter.com/armchairtweets Linkedin - www.linkedin.com/company/10429893 Instagram - www.instagram.com/armchairtrader Facebook - www.facebook.com/TheArmchairTrader 00:00 Intro to CleanTech Lithium 01:29 An update on the Laguna Verde project 03:30 What sets apart the company's Chilean projects? 04:42 Green lithium 06:16 Near-term milestones and the ASX listing 08:44 New share offer for retail investors 10:36 Why is now a good time to look at CleanTech Lithium? 11:38 The lithium market 14:18 US tariffs and China export restrictions 18:23 Main markets for CTL's product 20:03 Growing demand from battery storage projects

    23 min
  4. Investing in Solar Energy with Ross Driver, Foresight Solar Fund | Ep.130

    17 FEB

    Investing in Solar Energy with Ross Driver, Foresight Solar Fund | Ep.130

    Host Stuart Fieldhouse meets Ross Driver of Foresight Solar Fund [LON:FSFL] which invests in UK and global solar energy projects. They discuss the kinds of assets managed by the fund, battery storage infrastructure, and planning restrictions. The fund balances the twin objectives of growth and income - how does it do that, and how important are electricity prices to the fund's performance? For more great investing ideas, news and insight, sign up to our FREE newsletter at www.thearmchairtrader.com/newsletter/ For stock tips and deeper company analysis get a free trial of Armchair Trader Plus+ at www.thearmchairtrader.com/register 00:00 Intro to Foresight Solar Fund 02:59 What does a typical asset in the fund look like? 04:46 Balancing both income and growth objectives 10:41 Selling on assets 12:24 Battery storage infrastructure investment 15:04 Planning restrictions on solar farms 17:29 Government support 20:00 How much will solar contribute to UK power needs in ten years' time? 22:39 Constraints on the growth of solar 25:47 How important are electricity prices to the fund's performance? 33:09 Strategy outside the UK 36:08 Measuring the social value of the fund

    41 min
  5. The booming demand for lithium, with Chris Doornbos, CEO of E3 Lithium

    10 FEB

    The booming demand for lithium, with Chris Doornbos, CEO of E3 Lithium

    In this episode, host Stuart Fieldhouse speaks with Chris Doornbos of E3 Lithium about demand for lithium, how direct lithium extraction works, using Alberta's legacy of oil drilling knowledge and infrastructure, and why E3 makes such an attractive case for a strategic partner. Watch the video of the interview on our YouTube channel. www.youtube.com/@armchairtrader For more investing ideas, news and insight, sign up to our FREE newsletter at www.thearmchairtrader.com/newsletter/ If you enjoy the podcast, like and subscribe for more great content. Listen on: Spotify - https://open.spotify.com/show/2vfaIsYhqcRejpjWNqYF6f Apple podcast - https://podcasts.apple.com/gb/podcast/the-armchair-trader-podcast/id1454640070 Amazon - https://music.amazon.co.uk/podcasts/68a66097-24d8-403e-a86f-70fab0d2d686/The-Armchair-Trader-Podcast?ref=dm_wcp_pp_link_pr_s Soundcloud - https://soundcloud.com/armchairtrader/ Follow us: X - twitter.com/armchairtweets Linkedin - www.linkedin.com/company/10429893 Instagram - www.instagram.com/armchairtrader Facebook - www.facebook.com/TheArmchairTrader 00:00 Intro to E3 Lithium and extracting lithium 02:29 Progress with the direct extraction project 03:50 A miner going vertical - using local knowledge and infrastructure 06:47 Exploiting legacy oil drilling data 07:48 Future plans: lithium carbonate and funding 10:00 What's so special about Alberta's lithium brine? 12:18 Company financials: cash in bank, federal grants 15:10 The urgency to onshore lithium production in Canada 18:20 Demand for lithium in North America 21:10 M&A in the lithium sector, and plans for E3 Lithium 25:07 The ideal strategic partner

    28 min
  6. Low-cost mining with Central Asia Metals CEO Gavin Ferrar

    3 FEB

    Low-cost mining with Central Asia Metals CEO Gavin Ferrar

    Host Stuart Fieldhouse speaks with Gavin Ferrar of London-listed Central Asia Metals [LON:CAML] about CAML's mining projects in Kazakhstan and Macedonia. How do tailings projects work, how is sustainability managed and what are CAML's future growth plans. For more investing ideas, news and insight, sign up to our FREE newsletter at https://www.thearmchairtrader.com/newsletter/ If you enjoy the podcast, like and subscribe for more great content. Listen on: Spotify - https://open.spotify.com/show/2vfaIsYhqcRejpjWNqYF6f Apple podcast - https://podcasts.apple.com/gb/podcast/the-armchair-trader-podcast/id1454640070 Amazon - https://music.amazon.co.uk/podcasts/68a66097-24d8-403e-a86f-70fab0d2d686/The-Armchair-Trader-Podcast?ref=dm_wcp_pp_link_pr_s Soundcloud - https://soundcloud.com/armchairtrader/ Follow us: BlueSky - https://bsky.app/profile/thearmchairtrader.com Linkedin - https://www.linkedin.com/company/10429893 Instagram - https://www.instagram.com/armchairtrader Facebook - https://www.facebook.com/TheArmchairTrader 00:00 Overview of Central Asia Metals PLC 01:21 Financial performance of CAML 01:39 Kounrad copper mine in Kazakhstan 02:57 Profitability of CAML's operations 04:20 What are tailings and how much do CAML own? 06:14 Demand for copper and the role of tailings projects 07:51 CAML's Sasa project in Macedonia 09:32 Future projects and growth strategy 12:05 Keeping costs down with solar power 13:18 Sustainability of the mining industry

    17 min
  7. Junior mining stocks - "we have removed a lot of the uncertainty", with Ross Allister of Peel Hunt

    24 JAN

    Junior mining stocks - "we have removed a lot of the uncertainty", with Ross Allister of Peel Hunt

    In the episode of the podcast, host Stuart Fieldhouse speaks with Ross Allister of Peel Hunt about the state of the mining sector in the UK, the difficulties that junior miners can face accessing capital and where investors might look for growth areas, whether lithium, hydrogen, silver or otherwise. You can watch the video of the interview on our YouTube channel. www.youtube.com/@armchairtrader For more investing ideas, news and insight, sign up to our FREE newsletter at www.thearmchairtrader.com/newsletter/ If you enjoy the podcast, like and subscribe for more great content. Listen on: Spotify - https://open.spotify.com/show/2vfaIsYhqcRejpjWNqYF6f Apple podcast - https://podcasts.apple.com/gb/podcast/the-armchair-trader-podcast/id1454640070 Amazon - https://music.amazon.co.uk/podcasts/68a66097-24d8-403e-a86f-70fab0d2d686/The-Armchair-Trader-Podcast?ref=dm_wcp_pp_link_pr_s Soundcloud - https://soundcloud.com/armchairtrader/ Follow us: X - twitter.com/armchairtweets Linkedin - www.linkedin.com/company/10429893 Instagram - www.instagram.com/armchairtrader Facebook - www.facebook.com/TheArmchairTrader 00:00 Intro to the Resourcing Tomorrow @resourcing-tomorrow conference 01:27 The state of the UK junior mining sector 06:00 What can be done to make London more attractive for miners? 07:48 Mining and ESG 09:36 Hot areas of the mining market 12:13 Junior miners market sentiment and availability of capital 15:08 Importance of retail investors to the mining sector 16:25 Advice for mining companies thinking of listing in London 18:49 2025 forecast

    20 min
  8. High-yield investing with Martin Connaghan of Murray International Trust | Ep.129

    22 JAN

    High-yield investing with Martin Connaghan of Murray International Trust | Ep.129

    Host Stuart Fieldhouse meets Martin Connaghan, co-manager of the Murray International Trust. Murray International, listed in London and acquired by abrdn in 2001, is regarded as a sector leader in terms of the dividend yield it is able to deliver to investors. But how does a fund manager go about achieving such great results? Stuart talks to Martin about his allocation to emerging markets and how that fits into the Murray International strategy, and in particular about the red hot Asia tech stock sector. Stuart and Martin also chat about the fund’s overall strategy and some recent new additions to the portfolio. How do the managers make the case of buying a new position for the fund? Martin also explains how the managers have designed the defensive characteristics of the portfolio, and what this means in practice. For more great investing ideas, news and insight, sign up to our FREE newsletter at www.thearmchairtrader.com/newsletter/ For stock tips and deeper company analysis get a free trial of Armchair Trader Plus+ at www.thearmchairtrader.com/register 00:00 Intro to the Murray International Trust 02:21 What the trust invests in 03:51 When companies suspend dividends 06:11 Secret to a great dividend yield 08:17 Emerging markets allocation 11:32 Asia Pacific tech sector growth 14:26 Are Asian stocks consistent dividend payers vs Europe/US stocks? 16:55 Adding Mercedes-Benz to the portfolio 19:49 Macroeconomic factors in stock selection 22:24 Why is the trust rated as defensive?

    27 min
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    Ratings & Reviews

    5
    out of 5
    3 Ratings

    About

    The Armchair Trader Editor, Stuart Fieldhouse calls on his wealth of experience within the financial markets and extensive network of connections to bring you this investing podcast. Stuart invites guests on to the show each week to discuss important themes within the financial markets. His guests include CEO’s of listed companies from around the world, from micro cap stocks to large established businesses. He speaks with Fund Managers about stock picking and the markets in which they operate, and he chats with Market Analysts about a range of topics that offer a broader view of the markets as well as insight on topical themes and trends. Listen on SoundCloud, YouTube or wherever you get your podcasts.

    Information

    • Creator
      The Armchair Trader
    • Years Active
      2019 - 2025
    • Episodes
      134
    • Rating
      Clean
    • Copyright
      © All rights reserved
    • Show Website
      Investing, Markets & Money

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