Investing, Markets & Money

The Armchair Trader
  • 0.0 (0)
  • Business
  • Weekly

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. 11h ago

    Metalla Royalty: Can Gold Royalties Unlock Long-Term Growth - with Brett Heath

    Metalla Royalty CEO Brett Heath returns to the Investing, Markets & Money podcast to discuss the company's next phase of growth. With more mining royalties expected to contribute to production and cash flow, Heath explains how Metalla built its portfolio, the potential of its development pipeline and why resource expansion can create additional value for royalty investors. We also discuss the difference between royalty companies and traditional miners, the role of gold prices in unlocking previously uneconomic resources, net asset value and the outlook for royalty financing. Listen to the conversation for insights into the opportunities and risks facing investors in mining royalty companies. You can find the previous episode with Brett Heath here - https://soundcloud.com/armchairtrader/metalla-ep152 The Investing, Markets & Money podcast is brought to you by The Armchair Trader. Sign up to our free newsletter here - https://www.thearmchairtrader.com/newsletter/ 0:00 Preview 1:12 Introduction 1:43 Record results and new royalties coming online 4:03 How the royalty model works 7:15 Only 7 of 98 royalties in production 9:54 Does the market understand the story? 11:01 Côté & Gosselin update 14:16 Copper World, Castle Mountain and Taca Taca 16:07 Which royalties come online next? 18:12 Royalties vs. mining stocks 20:27 How higher gold prices expand reserves 23:01 Case study: the Wharf mine 24:23 Mispriced optionality 26:27 Managing operational risk 28:32 Strategy at a near-$1 billion market cap 30:48 Royalty finance goes mainstream 33:58 What tighter credit could mean for royalty companies 36:46 What investors are still missing about Metalla 40:12 Wrap-up

    Metalla Royalty: Can Gold Royalties Unlock Long-Term Growth - with Brett Heath

  2. Oct 15

    Dividend Investing: How to pick the right stocks - with Aneeka Gupta

    Are dividend-paying stocks worth a closer look in today's uncertain market? On the Investing, Markets & Money podcast, Stuart is joined by Aneeka Gupta, Director of Macroeconomic Research at WisdomTree, to explore the role of dividend investing in a long-term portfolio. We discuss why investors are reassessing concentrated equity portfolios, how to distinguish sustainable dividends from potentially misleading high yields, and why dividend growth can matter more than headline yield. Aneeka also explains how dividend-paying equities compare with bonds, why Europe and Japan offer interesting opportunities, and how technology stocks can fit into a dividend strategy. An insightful conversation for investors interested in equity income, portfolio diversification and the balance between income today and growth over time. You can find more on WisdomTree's quality dividend ETFs here - https://www.wisdomtree.com/gb/strategies/global-quality-dividend-growth The Investing, Markets & Money podcast is brought to you by The Armchair Trader. Subscribe to our free newsletter for more investing insight - https://www.thearmchairtrader.com/newsletter/.

    Dividend Investing: How to pick the right stocks - with Aneeka Gupta

  3. Oct 8

    Investing in India: The Outlook is as Bright as Ever - with Rita Tahilramani and James Thom

    India has faced a tougher period for investors over the past 18 months, but the country's long-term growth story remains firmly in focus. Stuart is joined by James Thom and Rita Tahilramani, co-managers of the Aberdeen New India Investment Trust, to discuss valuations, quality investing, India's financialisation story, consumer growth and the outlook for Indian equities. They also discuss India's exposure to imported energy, external shocks and why they remain constructive on the Indian market over a three-to-five-year horizon. You can find out more about the Aberdeen New India Investment Trust here - https://www.aberdeeninvestments.com/en-gb/anii The Investing, Markets and Money podcast is brought to you by The Armchair Trader. Sign up to our free newsletter for more great investing ideas - https://www.thearmchairtrader.com/newsletter/. 00:00 Intro 01:26 The Aberdeen New India Investment Trust strategy 03:17 India's growth story 06:00 Finding quality Indian stocks 08:11 The importance of governance 10:01 India's financial sector 14:08 India's consumer boom 16:18 Lessons for investors 18:51 India's exposure to energy markets 21:00 Domestic led focus 22:56 India's markets compared to the wider Asia region 25:21 What is the outlook for the Indian market?

    Investing in India: The Outlook is as Bright as Ever - with Rita Tahilramani and James Thom

  4. Sep 16

    Asia Pacific Stocks: Where Are the Investment Opportunities? | China, India & AI

    Asia Pacific is a diverse investment region — but where are the opportunities for investors? In the latest Investing, Markets and Money podcast, Stuart is joined by Abbas Barkhordar, portfolio manager of the Schroder Asia Pacific Fund. They discuss the investment case for Asian equities, China's economic challenges, India's growth story, the semiconductor industry, AI and the changing shape of Asian manufacturing. Abbas also explains the stock-picking approach used by the Schroder Asia Pacific Fund, including the importance of quality, valuation, competitive advantage and corporate governance. The conversation looks ahead to the next five years and considers how AI, shifting supply chains and rising domestic consumption could shape the region's equity markets. Find out more about the Schroders Asia Pacific Fund - https://www.schroders.com/en-gb/uk/individual/funds-and-strategies/investment-trusts/schroder-asiapacific-fund-plc/ Sign up for The Armchair Trader free newsletter - https://www.thearmchairtrader.com/newsletter/

    Asia Pacific Stocks: Where Are the Investment Opportunities? | China, India & AI

  5. Sep 9

    The Mining Project Tackling North America’s Salt Shortage | with Nolan Peterson, Atlas Salt

    Atlas Salt CEO Nolan Peterson joins the Investing, Markets & Money podcast to discuss the Great Atlantic Salt Project in Newfoundland and the company's plans to address North America's structural salt supply shortage. We discuss the project's low-cost positioning, infrastructure advantages, $1bn NPV feasibility study, financing plans, environmental credentials and the potential to produce around 4 million tonnes of salt annually. To find out more about Atlas Salt, visit https://www.atlassalt.com/ Sign up for free investing insight from The Armchair Trader - https://www.thearmchairtrader.com/newsletter/

    The Mining Project Tackling North America’s Salt Shortage | with Nolan Peterson, Atlas Salt

  6. Sep 2

    Picking the Best Stocks From 2,500 Global Companies - with James Cook, JPMorgan Global Growth and Income Trust

    In this episode of the Investing, Markets and Money podcast, we speak to James Cook, portfolio manager of the J.P. Morgan Global Growth & Income Investment Trust. With around 50 stocks selected from a research universe of approximately 2,500 companies, JGGI takes a high-conviction approach to global equity investing. James discusses where J.P. Morgan sees the biggest risks and opportunities over the next 12 to 24 months, including the continuing impact of artificial intelligence on markets. We explore AI semiconductors, NVIDIA, Arista Networks, CrowdStrike, industrial cyclicals, valuations, income investing and the debate between active and passive investment strategies. James also explains why investors should focus on long-term earnings power rather than allowing short-term market noise to dictate investment decisions.

    Picking the Best Stocks From 2,500 Global Companies - with James Cook, JPMorgan Global Growth and Income Trust

  7. Aug 11

    The Copper Supply Crunch Could Be a Major Opportunity - with Claudia Tornquist, Kodiak Copper

    How big could the copper supply problem become – and which companies could benefit? In this episode of Investing, Markets & Money, Claudia Tornquist, CEO of Kodiak Copper, joins us to discuss the company’s MPD copper-gold porphyry project in southern British Columbia. We discuss Kodiak’s maiden resource, its expanded 16,500-metre drill programme and the 36 additional exploration targets that could provide further resource growth and discovery upside. Claudia also explains why MPD’s location between two major copper mines could give Kodiak important infrastructure advantages, and discusses the latest metallurgical testing. We then look at the wider copper market, including the long-term decline in major copper discoveries and the growing demand coming from electrification, AI and defence. Finally, Claudia explains the proposed Kay Copper transaction involving Kodiak’s Mohave project in Arizona and Teck Resources. Subscribe to our channel for more interviews with CEOs, fund managers and market experts. You can find out more about Kodiak Copper here - https://kodiakcoppercorp.com/ Sign up for The Armchair Trader's free newsletter here - https://www.thearmchairtrader.com/newsletter/

    The Copper Supply Crunch Could Be a Major Opportunity - with Claudia Tornquist, Kodiak Copper

  8. Aug 4

    $50m To Fund Firepower for Mining Growth - with Drew Clark, CEO, Summit Royalties

    What does Summit Royalties' new $25 million credit facility mean for the company's growth ambitions? In this episode of Investing, Markets & Money, Summit Royalties CEO Drew Clark discusses their new revolving credit facility, plus a potential $25 million accordion, and explains how the additional capital could help Summit pursue larger mining royalty and streaming opportunities. Drew also discusses the recent Star Royalties acquisition, the Keysbrook royalty, Copperstone and Pitangui, as well as Summit's outlook for gold, silver and the wider mining sector. With Copperstone already under construction and Pitangui moving towards development, we ask what Summit Royalties could look like over the next 12 months – and what success might look like by mid-2027. Subscribe to our channel for more interviews with CEOs, fund managers and market experts. You can find out more about Summit Royalties here - https://www.summit-royalties.com/ Sign up for The Armchair Trader's free newsletter here - https://www.thearmchairtrader.com/newsletter/ 0:00 Introduction to Summit 1:09 Summit Royalties' new credit facility 2:22 Why the new financing matters 4:16 Competing for higher-quality royalty assets 5:35 The Star Royalties acquisition 6:41 Summit's potential milestones 8:42 Summit Royalties' ambitions for 2027

    $50m To Fund Firepower for Mining Growth - with Drew Clark, CEO, Summit Royalties
See All (177)

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 - 2026
  • Episodes
    177
  • Rating
    Clean
  • Copyright
    © All rights reserved
  • Show Website
    Investing, Markets & Money

You Might Also Like