Investing, Markets & Money

The Armchair Trader

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 Mining Royalty Companies Are Booming | Summit Royalties’ Rapid Rise with Drew Clark

    1D AGO

    Why Mining Royalty Companies Are Booming | Summit Royalties’ Rapid Rise with Drew Clark

    In the latest episode of the Investing Markets and Money podcast, Drew Clark, CEO of Summit Royalties (TSXV:SUM), discusses the explosive growth of his company and why the royalty model remains the "most beautiful part" of the mining industry. Since its public debut just four months ago, Summit has rapidly transformed from a startup with minimal capital into a diversified powerhouse with over 50 royalties in its portfolio. Find out more about Summit Royalties here - https://www.summit-royalties.com/ Sign up to The Armchair Trader free newsletter here - https://www.thearmchairtrader.com/newsletter/ Listen on: Spotify - https://open.spotify.com/show/2vfaIsYhqcRejpjWNqYF6f Apple Podcasts - 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: 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 What are mining royalties? 02:57 Intro to Summit Royalties 04:37 How have Summit grown so quickly? 05:39 Which are the key assets in the portfolio? 08:49 The Saddle North project 09:03 How major is the Star Royalties project? 10:12 What kind of projects do Summit look for? 12:46 Precious Metals outlook 14:17 Importance of networking 15:09 Future plans for Summit Royalties 15:27 The attraction of the royalty model

    18 min
  2. Mega Trends & Thematic Investing: How AI, Defence and Energy Could Shape Long-Term Returns

    MAR 24

    Mega Trends & Thematic Investing: How AI, Defence and Energy Could Shape Long-Term Returns

    What are mega trends — and how can investors actually invest in them without falling into hype? In this episode of the Investing, Markets & Money, we’re joined by Pierre Debru, Head of Research at WisdomTree, to unpack how long-term structural shifts create real investment opportunities. We explore: What mega trends are and how they differ from short-term cycles How thematic investing works in practice Why AI, defence spending, and energy demand are driving global change The biggest mistake investors make when buying thematic ETFs Why thematic investing is a winner-takes-most game How diversification, sentiment, and discipline matter over the long term Emerging ideas like physical AI, infrastructure, and strategic metals This conversation is designed for investors looking to understand long-term growth themes, thematic ETFs, and how global trends can shape portfolios over years — not weeks. 🎧 Follow Investing, Markets & Money on SoundCloud for more insights on markets, ETFs, commodities, and global investment trends. This episode is for educational purposes only and does not constitute financial advice.

    40 min
  3. What Futures Markets Are Telling Us About Inflation, Gold & Recession

    FEB 21

    What Futures Markets Are Telling Us About Inflation, Gold & Recession

    In this episode of Investing, Markets & Money, we’re joined by @CMEGroup Chief Economist Erik Norland to break down what futures markets are really telling us about the global economy. We discuss: - Why inflation — not recession — is the market’s biggest fear - What soaring gold, silver, and platinum prices are signalling - How futures markets act as an early warning system - Why the bond market may be smarter than the stock market - What the yield curve tells us about growth, rates, and recession risk - How central bank policy and government debt are reshaping markets - Which futures markets affect mortgages, fuel prices, and everyday costs This conversation explains how professional investors read futures, bonds, and commodities — often before the headlines catch up. If you want clearer insight into inflation, interest rates, gold, bonds, and where markets may be heading next, this episode is for you. #Investing #FinancialMarkets #Economy #Inflation #Recession #FuturesMarkets #BondMarket #GoldPrice #InterestRates #YieldCurve #MacroEconomics #Commodities #MarketOutlook #InvestingPodcast 👉 Sign up to our free investing newsletter - https://www.thearmchairtrader.com/newsletter/ Listen on: Spotify - https://open.spotify.com/show/2vfaIsYhqcRejpjWNqYF6f Apple Podcasts - 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 - https://twitter.com/armchairtweets Linkedin - https://www.linkedin.com/company/10429893 Instagram - https://www.instagram.com/armchairtrader Facebook - https://www.facebook.com/TheArmchairTrader Use the chapters to jump to inflation, gold, bonds, or futures market signals. 00:00 What Futures Markets Reveal About the Economy 00:42 What CME Group Does (And Why It Matters) 01:59 How Futures Markets Signal Economic Direction 04:01 Inflation vs Recession: What Markets Fear Most 05:31 Why Central Banks Treat Gold Like a Currency 06:15 Is the Bond Market Smarter Than the Stock Market? 09:10 Bond Vigilantes, Government Debt & Market Discipline 10:42 What a 100-Year Bond Really Tells Investors 12:04 Can Futures Markets Predict Headlines? 13:11 Market Fear, Volatility & the VIX Explained 14:52 Which Futures Markets Affect Everyday Life? 16:26 Commodities as Portfolio Diversifiers 18:11 The Yield Curve Explained (Without Jargon) 20:22 What the Yield Curve Signals Right Now 21:12 One Rule Retail Investors Should Follow in Futures 24:15 Education, Risk & Using Futures Responsibly

    27 min
  4. UK Commercial Real Estate: The Comeback?

    JAN 30

    UK Commercial Real Estate: The Comeback?

    Is the UK commercial real estate market poised for a massive rebound? In this episode, Bradley Biggins from Schroder Real Estate Investment Trust reveals why we may have reached a critical turning point. Following a 25% valuation correction, Schroder now forecasts total returns of 8 - 10% per annum over the next four years. Discover how high construction costs are limiting supply and driving rental growth, while the ‘Green Premium’ sees sustainable assets commanding rents up to 40% higher than older units. We also explore the impact of interest rates and hybrid working on future property returns. 00:00 Intro to Schroder Real Estate 01:20 How healthy is the UK's commercial real estate market? 03:18 What's the big drag on lack of supply? 03:53 How has investor appetite varied? 04:56 How do interest rates affect the market? 06:19 EPC ratings 08:17 Occupier sentiment and hybrid working 09:48 Private equity geting involved in the market 11:24 Schroder Real Estate paying dividends 13:39 New acquisitions and disposals 16:54 When to redevelop and when to buy from new 18:31 What's the key selling point for UK commercial property?

    20 min
  5. Impact Minerals: The $1.2bn High Purity Alumina Opportunity

    JAN 7

    Impact Minerals: The $1.2bn High Purity Alumina Opportunity

    In this episode, we sit down with Dr Mike Jones, Managing Director of Impact Minerals [ASX:IPT], to discuss the incredible potential of High Purity Alumina (HPA). From preventing Tesla battery fires to creating scratch-proof sapphire glass, HPA is the critical mineral you haven't heard of yet. Mike explains how the unique Lake Hope Project in Western Australia aims to become the lowest-cost HPA producer globally. We dive into the economics of the project, the recent acquisition of game-changing processing technology, and what this means for investors. Topics covered: What is High Purity Alumina (HPA)? The role of HPA in Lithium-Ion battery safety. How Impact Minerals plans to undercut global production costs. The $1.2 Billion AUD project valuation. Disclaimer: The content of this video is for information and entertainment purposes only and does not constitute financial advice. Always do your own research. #ImpactMinerals #LakeHope #LithiumBattery #HPA #AustralianMining #SyntheticSapphire #Semiconductor #BatteryTech #MikeJones #alumina Listen on: Spotify - https://open.spotify.com/show/2vfaIsYhqcRejpjWNqYF6f Apple Podcasts - 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: 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

    27 min
  6. Investing in Quantum Computing with WisdomTree’s Elvira Kuramshina

    12/09/2025

    Investing in Quantum Computing with WisdomTree’s Elvira Kuramshina

    Quantum computing is moving from theory to reality — and investors are paying attention. In this episode, we break down the future of quantum computing investing, including the race toward Q-day, the rise of post-quantum cryptography, and the companies pushing innovation forward. Our guest, WisdomTree’s Elvira Kuramshina, explains how quantum computers actually work, why they won’t replace classical systems, and the sectors likely to see the biggest disruption across cybersecurity, cloud computing, drug discovery, finance, and more. If you want to understand quantum investing opportunities, the risks, and the timeline to commercialisation, this episode is for you. Topics we cover: - How quantum computers differ from classical machines - Q-day and its impact on global cybersecurity - Post-quantum cryptography and new NIST standards - Public companies leading early quantum adoption - How to approach quantum computing investing - Long-term risks and opportunities for markets Sign up for our free investing newsletter - https://www.thearmchairtrader.com/newsletter/ Chapters: 00:00 What is quantum computing? 04:07 Where does quantum computing fit with AI? 05:37 What is Q-day and why does it matter? 12:27 The quantum ecosystem: hardware, software & cloud 15:04 Quantum computing Government strategies 17:58 Quantum safe standards to future proof systems 19:28 How to think about quantum computing investing 24:16 Are there expansion constraints of the technology? 27:50 Building a quantum computing investment strategy

    36 min
  7. How to Start Investing in the UK | ISAs vs SIPPs, ETFs, Diversification & Beginner Mistakes

    11/19/2025

    How to Start Investing in the UK | ISAs vs SIPPs, ETFs, Diversification & Beginner Mistakes

    In this episode of Investing, Markets & Money, we dive into one of the most common questions for new investors in the UK: how do you actually start investing? Whether you're thinking about opening your first Stocks & Shares ISA, exploring SIPPs, or trying to understand the difference between funds, ETFs and individual shares, this episode breaks everything down in plain English. We’re joined by Richard Hunter, Head of Markets at Interactive Investor, winner of the “Best Investment Platform” at the Online Money Awards. Richard shares super-useful insights for beginners — from why keeping all your money in cash can cost you over time, to how diversification works, and why compounding is such a powerful long-term force. In this episode: Why investing often beats cash over the long run The best tax-efficient accounts: ISA vs SIPP Should beginners buy funds, ETFs, or shares? How diversification really works (and what mistakes to avoid) The power of compound interest Hands-off investing options for people who don’t want to stock-pick What Interactive Investor offers for new, early-stage investors If you're just starting your investment journey — or thinking about taking your first step — this episode gives you the confidence and clarity you need. 👉 Listen, follow and share if you enjoy the show 👉 Sign up for our free weekly investing newsletter at www.thearmchairtrader.com/newsletter 👉 Check out more resources at www.ii.co.uk Listen on: Spotify - https://open.spotify.com/show/2vfaIsYhqcRejpjWNqYF6f Apple Podcasts - 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: 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 Introduction to Interactive Investors 02:37 Why should people invest? 04:02 Tax-efficient structures 06:05 Do people tend to buy just stocks, just funds or a mix? 08:42 Investing in what you know 09:18 What help do ii provide to new investors? 10:28 Diversifying your investments 12:35 Having to part with winners 13:53 Compounding 14:59 How often to check your portfolio 16:24 Don't want to make the decisions yourself? 17:33 Find out more about Interactive Investor at ii.co.uk

    19 min
  8. How Nano One Is Breaking China’s Grip on the Global Battery Supply Chain - with CEO Dan Blondal

    11/12/2025

    How Nano One Is Breaking China’s Grip on the Global Battery Supply Chain - with CEO Dan Blondal

    In this episode of the Investing, Markets & Money podcast, host Stuart Fieldhouse talks with Dan Blondal, CEO of Nano One Materials, about the company’s latest breakthroughs in lithium iron phosphate (LFP) battery technology — and what they mean for investors. Nano One has secured $5 million in new funding from Natural Resources Canada, complementing earlier support from the U.S. Department of Defense and the Government of Quebec, as it scales up its LFP demonstration plant. Blondal explains how this non-dilutive capital helps the company grow while building a cleaner, more sustainable battery supply chain for North America and beyond. We also dive into: ⚡ How Nano One’s patented “one-pot process” eliminates wastewater and reduces costs 🌍 Why governments are backing the decoupling of battery supply chains from China 🤝 Strategic partnerships with Sumitomo Metal Mining and Rio Tinto 🇺🇸 The rise of the Arkansas Lithium Technology Accelerator (ALTA) 💡 What investors can expect next as Nano One expands into Europe If you’re following the EV, clean-tech, or battery materials sectors — or just want to understand where the next big opportunities lie — this is a must-listen conversation. Visit the Nano One website: https://nanoone.ca/ 📩 Get our free newsletter for insights on Stocks, ETFs, Commodities, and Global Markets: www.thearmchairtrader.com/newsletter/ 00:00 More funding for Nano One 02:57 Geopolitical background and decoupling from China 07:52 The Sumitomo collaboration 10:14 Joining the Arkansas Lithium Technology Accelerator (ALTA) program 14:00 Why is Arkansas taking the lead? 15:26 The Rio Tinto partnership 17:35 New patents approved 18:31 Impact of China's export restrictions 22:27 Nano One's involvement with Europe and the G7 24:39 Future plans

    29 min
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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
    161
  • Rating
    Clean
  • Copyright
    © All rights reserved
  • Show Website
    Investing, Markets & Money

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