30 episodes

The podcast formerly known as the Quality Shares podcast is back, and it’s trader versus investor as invest-ability.co.uk's John Hughman is joined by new co-host Michael Taylor of shiftingshares.com.

The Investability Podcast Invest-ability

    • Business
    • 4.5 • 58 Ratings

The podcast formerly known as the Quality Shares podcast is back, and it’s trader versus investor as invest-ability.co.uk's John Hughman is joined by new co-host Michael Taylor of shiftingshares.com.

    The Investability Podcast season 3, episode 3: Keeping the lights on

    The Investability Podcast season 3, episode 3: Keeping the lights on

    On this week's Investability podcast, John and Michael discuss the impact of the European energy crisis and surviving continuing tough markets, including:

    - The need for nuclear and prospects for Yellow Cake
    - Strategies for combining trading and investing
    - The danger of averaging down and scaling in
    - Why shorting Aim IPOs makes sense
    - The importance of having an information edge
    - The energy bill freeze impact on the consumer sector
    - Recession proof shares: fast food and cheap shoes

    If you like this podcast you can show us your support by buying us a beer.

    • 47 min
    The Investability Podcast series 3, episode 2: Feeling the Heat

    The Investability Podcast series 3, episode 2: Feeling the Heat

    John and Michael are back after their summer breaks to find markets on the up again. But how long can they continue to defy the worsening inflationary backdrop, which is already starting to showup in the form of profit warnings in consumer-facing sectors?

    Plus why it pays to ignore stock market rules of thumb, and why weak markets can be good news for patient investors.

    If you like this podcast you can show us your support by buying us a beer.

    • 38 min
    The Investability Podcast season 3, episode 1: A mad month

    The Investability Podcast season 3, episode 1: A mad month

    It's investor meets trader once again as John and Michael return for season 3 of the Investability Podcast.

    In the month they've been away markets have continued their not-so-merry dance with inflation, leaving investors in the lurch trying to work out which is the lesser of two evils: an aggressive Fed fighting inflation, or the recession its actions might exacerbate. Will central banks be forced to change course? Or is there more interest rate pain to come for investor?

    In this episode;

    - Is the market bottom in or is this a bear market rally?
    - Why growth is getting harder to find.
    - Is it better to be an optimist or a pessimist?
    - The danger of holding retail shares for the long term.
    - Why business model sustainability matters to investors.
    - Is it too late to buy into oil and gas?   

    #FRAS #HOTC #ROO #FEVR #SQZ #KIST #JD. #MADE #SFOR #SOM #GAW

    If you like this podcast you can show us your support by buying us a beer.

    • 39 min
    The Investability Podcast episode 16: Deep Dive Deja Vu

    The Investability Podcast episode 16: Deep Dive Deja Vu

    On this week's Investabilty Podcast John and Michael look back over 4 months of company Deep Dives to see how our calls have stood up to the current market conditions. 

    Featuring AB Dynamics, ASOS, Boohoo, Dotdigital, Hollywood Bowl, Hostelworld, Jet2, Purplebricks, Segro, Shoe Zone, Somero, Sosandar, The Gym Group, THG, Tritax Big Box, Urban Logistics, Warehouse Reit, and Watches of Switzerland

    • 46 min
    The Investability Podcast episode 15: Sceptical Investing

    The Investability Podcast episode 15: Sceptical Investing

    On this week's Investability Podcast John and Michael are joined by special guest John Stepek, executive editor of Moneyweek and author of the Sceptical Investor. In this episode we discuss:

    - The impact of the cost of living crisis on financial markets
    - Why ESG investing needs a rethink
    - The prospects for technology investors
    - The hunt for safe havens and why crypto isn't one of them
    - The outlook for the housing market
    - The influence of psychology on investors


    Sponsored by SharePad SharePad is the UK's leading provider of investment software for private investors and traders.

    • 57 min
    The Investability Podcast episode 14: Story Time

    The Investability Podcast episode 14: Story Time

    On this week's Investability Podcast John and Michael discuss the danger of stock market story telling, John looks back to his dot com crash experiences to weigh up the prospects for tech and crypto, and logistics Reits get the deep dive treatment. (Recorded 12/05/22)
    Sponsored by SharePad SharePad is the UK's leading provider of investment software for private investors and traders.

    • 41 min

Customer Reviews

4.5 out of 5
58 Ratings

58 Ratings

Ryan 1999 ;) ,

Straightforward but endearing

I was a little late to the party with this podcast but caught up pretty fast !
Great camaraderie between Phil and John .

The first few I was a little distracted as I kept thinking Phil was Alistair Campbell as his voice is almost identical ! I’ve got over it now and look forward to every week - on that note where was Fridays (3/12) episode !

I love that they are both being informative but without trying to sell you something - a rarity of today

Keep on doing what you’re doing - it’s fabulous !

hytredgty ,

Not the same without Phil

Michael Taylor is a lightweight. Just seems to throw in some trading jargon every so often to give the impression he knows what he is talking about. Offers no insight into any of the businesses covered. A shame really as John and Phil were really good together

10367765 ,

So glad these guys are back

High quality analysis delivered in straightforward manner.

Update since Phil left- still an interesting listen as he brings a traders perspective. But not as good as without Phil

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