38 episodes

Welcome to the Finimize podcast! During each episode, our top analysts will be joined by a leading financial expert who will share their insights on the economy, investing and financial markets. This podcast aims to empower you to make smarter investment decisions.

The Finimize Podcast Finimize

    • Business
    • 5.0 • 2 Ratings

Welcome to the Finimize podcast! During each episode, our top analysts will be joined by a leading financial expert who will share their insights on the economy, investing and financial markets. This podcast aims to empower you to make smarter investment decisions.

    Generation: How To Build A Product Customers Crave, With Wealthfront's Dave Myszewski, Engineer On The Original iPhone

    Generation: How To Build A Product Customers Crave, With Wealthfront's Dave Myszewski, Engineer On The Original iPhone

    Brought to you by our sister show, Generation.Dave Myszewski knows what it feels like to build a product that delivers exponential growth – and that’s shaped how he leads a team. On today’s Generation Podcast, Max sits down with the legendary fintech product builder.Partner with us: https://business.finimize.com/Subscribe To Finimize Newsletter: https://finimize.com/Max Rothery: https://www.linkedin.com/in/maxrothery/

    • 36 min
    Fidelity’s Jurrien Timmer, On Inflation And Why 3% Is The New 2%

    Fidelity’s Jurrien Timmer, On Inflation And Why 3% Is The New 2%

    The Federal Reserve’s 2% inflation target is just gravity: it’s a sure force, something the investing world simply takes for granted. But, Fidelity Investments’s Jurrien Timmer believes that force is about to change: “Three is the new two in terms of inflation. And by some metrics, if you take longer-term measures of inflation, we’re closer to three and a half”. Timmer is director of global macro at Fidelity, an 80-year-old investing house that manages an astounding $13 trillion. In the lates...

    • 37 min
    SEI’s Jim Smigiel On The Market’s Three (And Only Three) Magnificent Stocks

    SEI’s Jim Smigiel On The Market’s Three (And Only Three) Magnificent Stocks

    If you’re counting up “magnificent” stocks and you get to seven, SEI’s Jim Smigiel says you might want to check your arithmetic. At most, there are three. Jim dropped by the Finimize studio recently to chat with our own Carl Hazeley about those much-touted stocks, why passive investing’s glory days are behind us, and why a good investor is humble, self-aware, diversified, and paranoid. Listen in the Finimize app, or wherever you get your podcasts.Partner with us: https://business.finimiz...

    • 34 min
    Generation: Daniel Garrett, CEO of Farewill, On How He Built A Successful Brand In The 'Death Industry'

    Generation: Daniel Garrett, CEO of Farewill, On How He Built A Successful Brand In The 'Death Industry'

    Today we're bringing you the latest episode from our sister-show at Finimize, Generation.It's an achievement to build a disruptive, innovative startup in any industry. It's another entirely to build it in one that revolves around a subject no-one wants to talk about: death. But that's exactly what today's guest Dan Garrett - founder and CEO of will-writing company Farewill - has done. In less than a decade Dan's built the biggest will-writer in the UK, a leading firm in an industry that sits...

    • 30 min
    Generation: Dan Hegarty, On Making Your Brand “Unignorable”

    Generation: Dan Hegarty, On Making Your Brand “Unignorable”

    Today's episode is from our sister show here at Finimize, Generation . The financial services industry is going through a seismic change - the great wealth transition - that means modern retail investors are more important than ever before. That's why Max Rothery, VP of Community at Finimize is on a mission to meet some of the smartest minds changing how financial services engage with modern investors.In this episode Max talks to Dan Hegarty, founder of digital mortgage broker Habi...

    • 34 min
    Introducing...The Generation Podcast

    Introducing...The Generation Podcast

    Today's show is a special guest episode brought to you by our new sister show here at Finimize, Generation. The great wealth transition is coming. And if you’re a leader in financial services, you need to be ready to navigate the seismic change that’s already happening in our industry. That's why Max Rothery, VP of Community at Finimize is on a mission to meet some of the smartest minds changing how financial services engage with modern investors.In this episode, Max chews the fat w...

    • 38 min

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