Intelligent Wealth Podcast

Tony Byrne, Awet Ghirmay, and Carl Roberts
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Intelligent Wealth Podcast is about investing in great businesses with Tony Byrne, Awet Ghirmay, and Carl Roberts. 

  1. 6d ago

    Arm Holdings: The Next Nvidia?

    Arm Holdings may be one of the most important AI companies in the world — yet most investors still don’t fully understand what it actually does. In this episode of The Intelligent Wealth Podcast, we break down Arm Holdings (NASDAQ: ARM), the British semiconductor company whose chip architecture powers billions of devices worldwide. From smartphones and laptops to AI data centres and cloud computing, Arm sits at the heart of modern technology. But with the stock trading at extremely high valuations, investors are now asking a critical question: Is Arm the next Nvidia… or is the stock priced to perfection? In this deep dive, we discuss: • Why Arm dominates the global chip industry • The company’s unique royalty business model • How AI could massively accelerate Arm’s growth • Arm’s relationship with Nvidia, Apple, Microsoft and Amazon • Why SoftBank still controls most of the company • The risks behind the valuation • Would we personally invest in Arm stock today? ⚠️ This video is for educational purposes only and should not be considered financial advice. Always do your own research before investing. 00:00 Intro 01:58 Quickfire Financials 08:02 Share Price History 12:30 Pros of Arm Holdings 21:08 Risks & Downsides 29:15 Would We Invest? #ArmHoldings #ARMStock #AIStocks #Nvidia #Investing #StockMarket #ArtificialIntelligence #Semiconductors #TechStocks #LongTermInvesting Disclaimer: The value of investments can rise as well as fall. You may not get back the full amount you invested. The views stated in this podcast are purely personal opinions, not advice. You should always consult a professional for investment advice.  Support the show Disclaimer: The value of investments can rise as well as fall. You may not get back the full amount you invested. The views stated in this podcast are purely personal opinions, not advice. You should always consult a professional for investment advice. -------------------- Music from #Uppbeat (free for Creators!): https://uppbeat.io/t/abbynoise/night-... License code: C4BIIEC6POGUQVDJ

  2. Jul 20

    Intuitive Surgical: Dominant Monopoly or Priced to Perfection?

    Is Intuitive Surgical a dominant monopoly — or a stock priced to perfection? In this episode of The Intelligent Wealth Podcast, we take a deep dive into Intuitive Surgical (ISRG), the company behind the Da Vinci robotic surgery system, and analyse whether it’s still a compelling long-term investment. With over 20 million procedures performed and a powerful competitive moat, Intuitive Surgical has built a dominant position in robotic-assisted surgery. But with a premium valuation and increasing competition, investors need to ask — is the growth already priced in? In this video, we cover: • Intuitive Surgical’s business model and competitive advantages • The “razor and blade” recurring revenue model • Why switching costs in healthcare are so powerful • Financials: growth, margins, and balance sheet strength • Key risks including valuation, competition, and supply chains • The future of robotic surgery and AI in healthcare • Would we personally invest? (2 vs 1 decision) If you're interested in growth stocks, healthcare innovation, or long-term investing, this episode will give you a clear and balanced perspective. Disclaimer: The value of investments can rise as well as fall. You may not get back the full amount you invested. The views stated in this podcast are purely personal opinions, not advice. You should always consult a professional for investment advice. -------------------- Music from #Uppbeat (free for Creators!): https://uppbeat.io/t/abbynoise/night-... License code: C4BIIEC6POGUQVDJ Support the show Disclaimer: The value of investments can rise as well as fall. You may not get back the full amount you invested. The views stated in this podcast are purely personal opinions, not advice. You should always consult a professional for investment advice. -------------------- Music from #Uppbeat (free for Creators!): https://uppbeat.io/t/abbynoise/night-... License code: C4BIIEC6POGUQVDJ

  3. Jul 13

    Apple Stock: Has Tim Cook Left a Bigger Problem Than Investors Realise?

    Apple is one of the greatest businesses ever created. But can it continue to dominate in a world increasingly shaped by artificial intelligence? In this episode of The Intelligent Wealth Podcast, we take a deep dive into Apple (NASDAQ: AAPL), examining its competitive advantages, financial strength, management team, valuation, and long-term prospects. Apple has created enormous wealth for shareholders over the past decade, including Warren Buffett, whose investment grew from around $35 billion to over $185 billion. However, with slowing growth, increasing competition, and growing questions around Apple's AI strategy, investors are asking whether the company's best days are still ahead. In this episode, we discuss: • Apple's financial strength and profitability • Warren Buffett's investment in Apple • Apple's share buyback strategy • The company's position in artificial intelligence • Tim Cook's leadership and succession questions • Apple's competitive advantages and ecosystem • The biggest risks facing the business today • Whether we would invest in Apple stock at current valuations Is Apple still one of the world's greatest investments, or is the company beginning to lose its edge? Disclaimer: The value of investments can rise as well as fall. You may not get back the full amount you invested. The views stated in this podcast are purely personal opinions, not advice. You should always consult a professional for investment advice. -------------------- Music from #Uppbeat (free for Creators!): https://uppbeat.io/t/abbynoise/night-... License code: C4BIIEC6POGUQVDJ Support the show Disclaimer: The value of investments can rise as well as fall. You may not get back the full amount you invested. The views stated in this podcast are purely personal opinions, not advice. You should always consult a professional for investment advice. -------------------- Music from #Uppbeat (free for Creators!): https://uppbeat.io/t/abbynoise/night-... License code: C4BIIEC6POGUQVDJ

  4. Jul 5

    Arista Networks: AI Goldmine or Priced to Perfection?

    Arista Networks may be one of the most important AI infrastructure companies most investors have never heard of. Is Arista Networks one of the biggest hidden winners of the AI boom — or is the stock already priced to perfection? In this episode of The Intelligent Wealth Podcast, we take a deep dive into Arista Networks (ANET), one of the most important companies powering AI infrastructure, cloud networking and modern data centres. Despite being relatively unknown to many investors, Arista has delivered extraordinary growth over the last decade, massively outperforming the S&P 500 while building relationships with major technology companies including Meta and Microsoft. We discuss: • Arista Networks’ role in AI infrastructure • Why the company has taken market share from Cisco • Its capital-light business model and huge free cash flow • The risks around AI spending and customer concentration • Whether the valuation is now too expensive • Why management ownership matters • Would we personally invest today? Arista Networks has become one of the most profitable and dominant networking companies in the world — but does that make it a great investment at today’s price? ⚠️ This video is for informational and educational purposes only and is not financial advice. Always do your own research before investing. Disclaimer: The value of investments can rise as well as fall. You may not get back the full amount you invested. The views stated in this podcast are purely personal opinions, not advice. You should always consult a professional for investment advice. -------------------- Music from #Uppbeat (free for Creators!): https://uppbeat.io/t/abbynoise/night-... License code: C4BIIEC6POGUQVDJ Support the show Disclaimer: The value of investments can rise as well as fall. You may not get back the full amount you invested. The views stated in this podcast are purely personal opinions, not advice. You should always consult a professional for investment advice. -------------------- Music from #Uppbeat (free for Creators!): https://uppbeat.io/t/abbynoise/night-... License code: C4BIIEC6POGUQVDJ

  5. Jun 29

    BP Stock Has Gone Nowhere Since 1999… So Why Buy Now?

    BP stock hasn’t moved since 1999… so why are investors suddenly paying attention again? In this episode of the Intelligent Wealth Podcast, we break down whether BP could finally be turning things around — or if it’s just another value trap. We cover: • Why BP’s share price has gone nowhere for 25+ years • The real reason behind its underperformance vs Shell & Exxon • A new CEO and activist investors shaking things up • The role of oil, AI, and global energy demand • Whether BP is actually a smart investment right now This is not hype — it’s a real discussion on whether BP is worth your money. 00:00 Why BP hasn’t moved since 1999 01:00 Quick financial breakdown 02:00 BP vs Shell vs Exxon 04:00 What went wrong 06:30 The big strategy shift 10:00 Pros of investing in BP 16:00 Why energy stocks could rise 21:00 Risks you need to know 26:00 Final verdict (buy or avoid?) 📈 ABOUT THE CHANNEL The Intelligent Wealth Podcast breaks down stocks, investing, and financial markets — with a focus on long-term wealth building. ⚠️ DISCLAIMER This content is for educational purposes only and is not financial advice. Always do your own research before investing. Disclaimer: The value of investments can rise as well as fall. You may not get back the full amount you invested. The views stated in this podcast are purely personal opinions, not advice. You should always consult a professional for investment advice. -------------------- Music from #Uppbeat (free for Creators!): https://uppbeat.io/t/abbynoise/night-... License code: C4BIIEC6POGUQVDJ Support the show Disclaimer: The value of investments can rise as well as fall. You may not get back the full amount you invested. The views stated in this podcast are purely personal opinions, not advice. You should always consult a professional for investment advice. -------------------- Music from #Uppbeat (free for Creators!): https://uppbeat.io/t/abbynoise/night-... License code: C4BIIEC6POGUQVDJ

  6. Jun 28

    SpaceX: Opportunity of a Lifetime or Massive Bubble?

    SpaceX has become one of the most valuable companies in the world. But is it the investment opportunity of a generation, or is the market pricing in unrealistic expectations? In this episode of The Intelligent Wealth Podcast, Tony Byrne, Awet Ghirmay and Carl Roberts take a deep dive into SpaceX following its highly anticipated IPO. We discuss: 🚀 SpaceX's valuation and whether it can justify its enormous market capitalisation 📈 Why the shares surged after listing 💰 Capital allocation, profitability and financial strength 🛰️ Starlink, satellite internet and future growth opportunities 🤖 The role of AI, data centres and next-generation infrastructure ⚠️ Key risks investors should consider 📊 Whether SpaceX is priced to perfection 🏆 Our final verdict: Would we invest today? SpaceX is one of the most exciting businesses in the world, but excitement alone does not guarantee investment returns. Watch until the end to hear whether we believe SpaceX is a once-in-a-generation opportunity or one of the most richly valued companies in the market. ⏱️ Timestamps 00:00 SpaceX: Opportunity or Bubble? 00:40 Introduction 02:15 Quickfire Financials 07:45 Share Price Performance 12:30 Why Investors Love SpaceX 18:20 Growth Opportunities 24:15 Key Risks 29:45 Valuation Debate 34:30 Would We Invest Today? 37:00 Final Verdict Disclaimer: The value of investments can rise as well as fall. You may not get back the full amount you invested. The views stated in this podcast are purely personal opinions, not advice. You should always consult a professional for investment advice.  -------------------- Support the show Disclaimer: The value of investments can rise as well as fall. You may not get back the full amount you invested. The views stated in this podcast are purely personal opinions, not advice. You should always consult a professional for investment advice. -------------------- Music from #Uppbeat (free for Creators!): https://uppbeat.io/t/abbynoise/night-... License code: C4BIIEC6POGUQVDJ

  7. Jun 22

    Amazon Stock: AI Goldmine or $200B Mistake?

    Amazon is investing $200 BILLION into AI — but is this a visionary move… or a massive mistake? In this episode of The Intelligent Wealth Podcast, we break down whether Amazon stock is still a smart long-term investment — or if Big Tech’s AI spending spree could backfire. We cover: • Why Amazon is spending $200B on AI  • Is AWS still the real profit engine?  • Amazon’s valuation (P/E, cash flow & returns)  • Could Amazon stock fall 50% again?  • The risks of capital-intensive AI infrastructure  • Monopoly threats & regulatory pressure  • Our final score out of 10 Amazon has historically delivered incredible long-term returns — but it has also crashed 50%+ three times. With AI spending accelerating, investors need to ask: 👉 Is this the next growth engine — or a dangerous gamble? Let us know in the comments:  Would you invest in Amazon at today’s valuation? YES or NO? ⚠️ This video is for educational purposes only and is not financial advice. Always do your own research before investing. #AmazonStock #Investing #AIStocks #AWS #StockMarket #LongTermInvesting #Magnificent7 #ValueInvesting Support the show Disclaimer: The value of investments can rise as well as fall. You may not get back the full amount you invested. The views stated in this podcast are purely personal opinions, not advice. You should always consult a professional for investment advice. -------------------- Music from #Uppbeat (free for Creators!): https://uppbeat.io/t/abbynoise/night-... License code: C4BIIEC6POGUQVDJ

  8. Apr 3

    Is Shopify Stock Overvalued Right Now? A Deep Dive into the Risks and Opportunities

    Is Shopify stock overvalued right now, or does it still have long-term growth potential? In this episode of The Intelligent Wealth Podcast, we take a deep dive into Shopify (SHOP) and analyse whether the current valuation is justified. Shopify powers a significant portion of global e-commerce and has built a powerful ecosystem for millions of businesses. But with strong growth expectations already priced in, investors must ask — is the stock becoming too expensive? In this episode, we cover: • Shopify’s business model and competitive advantages  • The strength of its ecosystem and pricing power  • Key risks including valuation and competition  • The impact of AI and the future of e-commerce  • Whether we would personally invest — and our scores out of 10 This episode is ideal for anyone researching Shopify stock or looking to better understand how to evaluate high-growth companies. ⚠️ This podcast is for informational purposes only and does not constitute financial advice. Always do your own research before investing. Support the show Disclaimer: The value of investments can rise as well as fall. You may not get back the full amount you invested. The views stated in this podcast are purely personal opinions, not advice. You should always consult a professional for investment advice. -------------------- Music from #Uppbeat (free for Creators!): https://uppbeat.io/t/abbynoise/night-... License code: C4BIIEC6POGUQVDJ

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About

Intelligent Wealth Podcast is about investing in great businesses with Tony Byrne, Awet Ghirmay, and Carl Roberts. 

Information

  • Creator
    Tony Byrne, Awet Ghirmay, and Carl Roberts
  • Years Active
    2024 - 2026
  • Episodes
    54
  • Rating
    Explicit
  • Copyright
    © 2026 Intelligent Wealth Podcast
  • Show Website
    Intelligent Wealth Podcast

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