85 episodes
Many Happy Returns PensionCraft
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- Business
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4.9 • 206 Ratings
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Investing is the best way to build wealth, but it comes with risk and uncertainty.
Join Ramin Nakisa (a professional investment coach with a dedicated YouTube following) and Michael Pugh (a not-so-professional investor) as they untangle the ups and downs of financial markets and debate how to design and grow a portfolio.
If you want the knowledge and confidence to invest in stocks, bonds, and ETFs, join us every Wednesday as we journey through the world of bull markets, bubbles and crashes. Bring snacks and a steady hand, we're in it for the long haul...
Ramin Nakisa is co-founder of PensionCraft and a former investment banking strategist, with two published books on investing. He has a PhD in Physics and a dog called Teddy.
Michael Pugh is a media executive in London, working in news, television and music. He is an amateur investor and a new dad.
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Has the Bank of England Bottled It?
Last week, an unexpected cooling of inflation allowed the Bank of England to leave interest rates unchanged.
But with CPI still running more than three times above its target, has the Bank wimped out before the battle is won?
And in today’s Dumb Question of the Week: Instead of hiking interest rates to fight inflation, why doesn't the government simply urge people to spend less?
Selected links Monetary Policy Summary and minutes (20 September 2023) - Bank of England No More Baubles: Post-Plague ConsumptionThe Regulation of Consumption | Encyclopedia.com
Get in touch 📧 mhr@pensioncraft.com
🎧 many-happy-returns.captivate.fm
Join PensionCraft 🌐 Go to pensioncraft.com for all Ramin’s work
💡 Join PensionCraft's membership here pensioncraft.com/membership
▶️ Subscribe on YouTube
Disclaimer
This podcast is for informational and entertainment purposes and is not financial advice. We do not provide recommendations or endorse any decision to buy, sell or hold any security. We cannot be held responsible for any actions listeners may take and investors are encouraged to seek independent financial advice.
Copyright 2022 Many Happy Returns -
Macro Mysteries: The Shocking Revision to UK GDP
The Office for National Statistics (ONS) published revised GDP figures, upending the post-pandemic economic narrative.
It turns out that Britain’s economy recovered much quicker than previously thought and is no longer an international outlier. So how did the ONS find a load of economic output down the back of the sofa?
And in today’s Dumb Question of the Week: What could we measure instead of GDP?
Selected links Impact of Blue Book 2023 changes on gross domestic product - Office for National StatisticsWhat is GDP and how do we measure it? | National Statistical China’s Official Economic Data: Is It Accurate? | St. Louis FedBeyond GDP: Three Other Ways to Measure Economic Health | St. Louis Fed
Get in touch 📧 mhr@pensioncraft.com
🎧 many-happy-returns.captivate.fm
Join PensionCraft 🌐 Go to pensioncraft.com for all Ramin’s work
💡 Join PensionCraft's membership here pensioncraft.com/membership
▶️ Subscribe on YouTube
Disclaimer
This podcast is for informational and entertainment purposes and is not financial advice. We do not provide recommendations or endorse any decision to buy, sell or hold any security. We cannot be held responsible for any actions listeners may take and investors are encouraged to seek independent financial advice.
Copyright 2022 Many Happy Returns -
Advice to My Younger Self: What I Wish I'd Known About Investing
You don’t get to invest with the benefit of hindsight. Mistakes are made, and you have to live with them. But it begs the question: if you could travel back in time, what investing advice would you give your 21-year-old self?
Would you champion index funds? Warn about risk? Or maybe suggest just getting started?
And in today’s Dumb Question of the Week: Am I rich?
Selected links Household total wealth in Great Britain (ONS)Distribution of individual total wealth in Great Britain (ONS)
Get in touch 📧 mhr@pensioncraft.com
🎧 many-happy-returns.captivate.fm
Join PensionCraft 🌐 Go to pensioncraft.com for all Ramin’s work
💡 Join PensionCraft's membership here pensioncraft.com/membership
▶️ Subscribe on YouTube
Disclaimer
This podcast is for informational and entertainment purposes and is not financial advice. We do not provide recommendations or endorse any decision to buy, sell or hold any security. We cannot be held responsible for any actions listeners may take and investors are encouraged to seek independent financial advice.
Copyright 2022 Many Happy Returns -
BRICS: Bigger Is Better?
In the early 2000s, the BRICS nations were the pick of emerging markets: vast, rapidly growing economies that promised stellar long-term returns. But it hasn’t played out like that. At least, not yet.
Just last week, BRICS expanded its fold with six new members. But does the alliance actually make a difference?
And in today’s Dumb Question of the Week: What are frontier markets?
Get in touch 📧 mhr@pensioncraft.com
🎧 many-happy-returns.captivate.fm
Join PensionCraft 🌐 Go to pensioncraft.com for all Ramin’s work
💡 Join PensionCraft's membership here pensioncraft.com/membership
▶️ Subscribe on YouTube
Disclaimer
This podcast is for informational and entertainment purposes and is not financial advice. We do not provide recommendations or endorse any decision to buy, sell or hold any security. We cannot be held responsible for any actions listeners may take and investors are encouraged to seek independent financial advice.
Copyright 2022 Many Happy Returns -
Tales from the Trading Floor: The Truth About Investment Banks
During my 15 years in investment banking, I witnessed the brilliance of analysts, the buzz of the trading floor, and the chaos of the financial crisis. Today, we draw back the curtain on the world of high finance.
And in today’s Dumb Question of the Week: What are “systemically important banks”?
Get in touch 📧 mhr@pensioncraft.com
🎧 many-happy-returns.captivate.fm
Join PensionCraft 🌐 Go to pensioncraft.com for all Ramin’s work
💡 Join PensionCraft's membership here pensioncraft.com/membership
▶️ Subscribe on YouTube
Disclaimer
This podcast is for informational and entertainment purposes and is not financial advice. We do not provide recommendations or endorse any decision to buy, sell or hold any security. We cannot be held responsible for any actions listeners may take and investors are encouraged to seek independent financial advice.
Copyright 2022 Many Happy Returns -
Is Value Investing Dead?
For the best part of a century, buying cheap stocks was a reliable way to beat the market. But since the financial crisis, value investing has significantly underperformed. Even Warren Buffett — its most famous advocate — has lagged the market.
So is value investing dead? Or is it just sleeping?
And in today’s Dumb Question of the Week: What is book value?
Get in touch 📧 mhr@pensioncraft.com
🎧 many-happy-returns.captivate.fm
Join PensionCraft 🌐 Go to pensioncraft.com for all Ramin’s work
💡 Join PensionCraft's membership here pensioncraft.com/membership
▶️ Subscribe on YouTube
Disclaimer
This podcast is for informational and entertainment purposes and is not financial advice. We do not provide recommendations or endorse any decision to buy, sell or hold any security. We cannot be held responsible for any actions listeners may take and investors are encouraged to seek independent financial advice.
Copyright 2022 Many Happy Returns
Customer Reviews
Japan
Very engaging and informative piece about Japan. I’d be interested in investing there but governance issues make me reticent. A house might be a better option though.
Highly informative!
I absolutely love this podcast! While it is very entertaining, it also frequently drops incredibly useful pieces of knowledge about the economy and investing that can often be quite niche and difficult to research online. I cannot recommend this podcast enough and I promise they haven’t paid me to write this review, (I wish,) I just happen to be a very big fan. Keep up the amazing work you two and as always, thank you, for listening!
Learned alot to process in 20 mins in
Thanks