The Modern Investor

Finimize
  • 5.0 (3)
  • Investing
  • Updated Weekly

Make sense of the ideas and events shaping markets.  Each week, Finimize analysts Reda Farran and Russell Burns unpack the week’s biggest stories in Market Open, alongside interviews and conversations with investors, founders and experts from across finance. Brought to you by Finimize, the #1 investing research platform for modern investors.

  1. 4d ago

    Market Open: Could Bond Yields Pop The AI Bubble?

    Bond yields are climbing to levels not seen in decades.  That matters well beyond the bond market – particularly when so much of the US economy is riding on an AI investment boom. This week on Market Open, Finimize CEO Carl Hazeley joins Reda to unpack what’s driving the sell-off in government bonds, why inflation and mounting debt are making investors nervous, and how higher borrowing costs could put pressure on the AI trade. Try Finimize Pro

    Market Open: Could Bond Yields Pop The AI Bubble?

  2. Sep 2

    Market Open: Is Nvidia…Too Cheap? And America's $40 Trillion Problem

    Nvidia just delivered another huge quarter, with revenue growth expected to accelerate next year. Yet after everything that’s happened to the stock, its valuation is starting to look surprisingly modest. This week on Market Open, Reda and Russ digest Nvidia’s latest numbers, and discuss whether some of its biggest beneficiaries might actually be cheap. They also turn to America’s growing debt problem. With US national debt now above $40 trillion and borrowing costs rising, why is fixing it so politically difficult? Plus, the increasingly awkward choice facing the Fed as inflation remains stubbornly high while the labour market shows signs of weakening. Try Finimize Pro

    Market Open: Is Nvidia…Too Cheap? And America's $40 Trillion Problem

  3. Aug 31

    Research Drops: Finding The Winners In China’s AI Race

    China is spending roughly one dollar on AI for every eight spent by America. But for investors, having less money to spend doesn’t necessarily mean fewer opportunities. In the second week of our summer hiatus, we’re giving you another preview of Research Drops – investment research normally available exclusively to Finimize Pro members. Finimize analyst Theodora Lee Joseph looks beyond China’s biggest tech names to follow where the country’s AI spending is actually going…and where the winners are.  Try Finimize Pro

  4. Aug 24

    Research Drops: How To Get Better At Being Wrong In Investing

    The best investors aren’t always the ones making the smartest calls. Sometimes, they’re simply the ones making fewer costly mistakes. Today we’re doing something a little different: giving you a taste of Research Drops - investment research normally available exclusively to Finimize Pro members. Inspired by Barry Ritholtz’s How Not To Invest, our Head of Content Reda Farran looks at the bad ideas, bad numbers, and bad behaviors that can quietly derail a portfolio - and why accepting that you’ll sometimes be wrong might actually make you a better investor. Head to the Finimize app for the full interview. Try Finimize Pro

  5. Aug 18

    Market Open: AI Might Be Propping Up the US Economy

    For years, the American consumer has been the reliable engine of the US economy. Right now, though, some of the most important spending is happening somewhere else entirely. In this week's episode of Market Open, Reda and Russ chew through the vast sums flowing into data centers and compute, why Wall Street is finding new ways to finance it, and how long today's extraordinary demand can continue. Plus, why Europe is starting to look like an interesting diversification play if the tech trade turns. Try Finimize Pro

    Market Open: AI Might Be Propping Up the US Economy

  6. Aug 5

    Market Open: What Really Caused the AI Sell-Off?

    Markets rebounded quickly last week. But beneath the recovery are some bigger questions about leverage, valuations, and where the AI trade goes next. This week on Market Open, Reda and Russ unpack what's really driven the recent sell-off - from a highly leveraged hedge fund to renewed questions around AI spending and market valuations. Plus, they run through the latest Big Tech earnings, why bond markets are questioning the Fed, and what Japan's currency intervention could mean for investors. Try Finimize Pro

    Market Open: What Really Caused the AI Sell-Off?

  7. Jul 22

    Why The Best Companies Stay Private, w/ Ben Black, Founder & CIO Of Powerlaw Corp

    Some of the world's most valuable companies are staying private for longer than ever.  So by the time they reach the stock market, have everyday investors already missed the biggest opportunity? In today's episode, Reda's joined by Ben Black, Co-founder of Akkadian Ventures and CIO of Powerlaw Corp, to get to brass tacks about how private markets are changing, and what that means for the average investor. Ben also breaks down the different ways investors can gain exposure to private companies, the risks and rewards of private market investing, and why the next generation of AI winners may still be private. Try Finimize Pro

    Why The Best Companies Stay Private, w/ Ben Black, Founder & CIO Of Powerlaw Corp

  8. Jul 15

    Market Open: AI's Biggest Winners Could Be Changing

    Is the AI trade entering a new phase? In this week's episode of Market Open, Reda and Russell unpack another eventful week for markets. They discuss SK Hynix's record-breaking US listing, why some investors are starting to question whether AI stocks have run too far, and what the latest moves in memory chips could mean for the companies building the next generation of AI. In this episode: Why AI investors may need to rethink the winnersSK Hynix's blockbuster US listingThe growing pressure on hyperscalers ahead of earningsWhat higher oil prices could mean for inflationThe key market risks to watch this weekTry Finimize Pro

    Market Open: AI's Biggest Winners Could Be Changing
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Ratings & Reviews

5
out of 5
3 Ratings

About

Make sense of the ideas and events shaping markets.  Each week, Finimize analysts Reda Farran and Russell Burns unpack the week’s biggest stories in Market Open, alongside interviews and conversations with investors, founders and experts from across finance. Brought to you by Finimize, the #1 investing research platform for modern investors.

Information

  • Creator
    Finimize
  • Years Active
    2023 - 2026
  • Episodes
    108
  • Rating
    Explicit
  • Copyright
    © 2026 The Modern Investor
  • Show Website
    The Modern Investor

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