Podcast
Why Invest?
Hosted by W1M Wealth & Investment Management · EN
In this award winning podcast, a team of hosts from W1M are joined by a variety of guests to get under the bonnet of investment-related topics. From deep dives across the full spectrum of asset classes and regions, to broader themes of geopolitics, economics, and entrepreneurism, this podcast aims to demystify the worlds of finance, investment and beyond.
Hosted on Acast. See acast.com/privacy for more information.
12episodes
Episodes
Newest firstAll episodes
Trevor Noren: Founder of Sage Road Research
2w ago00:49:22Tap to summarizeIn this episode of Why Invest? host Luke Hyde-Smith is joined by Trevor Noren, Founder of Sage Road Research, for a wide-ranging discussion on the forces shaping the investment landscape.Trevor shares his approach to research and why stepping back from the noise of daily market commentary can unlock differentiated insights. The conversation explores the growing influence and limitations of AI in investment analysis, as well as the challenges of building an independent research business.They discuss themes such as private markets, evolving return expectations, and risks in private credit, alongside how passive investing and retail flows influence market behaviour.Luke and Trevor also touch on defence innovation, infrastructure, and the economics of generative AI, highlighting the opportunities and uncertainties investors need to navigate.If you would like further information about anything discussed in this episode, please do get in touch: whyinvest@w1m.com.This podcast is issued by W1M Wealth Management Limited which is authorised and regulated by both by the Financial Conduct Authority of 12 Endeavour Square, London E20 1JN, with firm reference number 120776 and the U.S. Securities and Exchange Commission of 100 F Street, NE Washington, DC 20549, with firm reference number 801-63787. Registered in England and Wales, Company Number 02080604.The information provided in this podcast is for information purposes only and W1M Wealth Management Limited does not accept liability for any loss or damage which may arise directly or indirectly out of use or reliance by the client, or anyone else, on the information contained in this recording. This podcast should be used as a guide only is based on our current views of markets and is subject to change.The information provided does not constitute advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor's particular wealth management or investment objectives, strategies, tax status or investment horizon.All materials have been obtained from sources believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information. Hosted on Acast. See acast.com/privacy for more information.
Transcribe →Macro Musings with the W1M Multi Asset Team: Volume 3
4w ago00:39:58Tap to summarizeIn this latest episode of Macro Musings, the team reviews an eventful quarter for global markets, shaped by geopolitical tensions, rising energy prices and AI volatility. They discuss why markets have recovered so strongly despite ongoing uncertainty and what could drive returns for the rest of 2026.The conversation covers inflation, interest rates, the US and UK economic outlook, and the impact of Middle East events on oil and gas markets. The team also shares current investment views on AI, gold, copper and uranium, plus how portfolios have been positioned through recent market volatility.If you would like further information about anything discussed in this episode, please do get in touch: whyinvest@w1m.com.This podcast is issued by W1M Wealth Management Limited which is authorised and regulated by both by the Financial Conduct Authority of 12 Endeavour Square, London E20 1JN, with firm reference number 120776 and the U.S. Securities and Exchange Commission of 100 F Street, NE Washington, DC 20549, with firm reference number 801-63787. Registered in England and Wales, Company Number 02080604.The information provided in this podcast is for information purposes only and W1M Wealth Management Limited does not accept liability for any loss or damage which may arise directly or indirectly out of use or reliance by the client, or anyone else, on the information contained in this recording. This podcast should be used as a guide only is based on our current views of markets and is subject to change.The information provided does not constitute advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor's particular wealth management or investment objectives, strategies, tax status or investment horizon.All materials have been obtained from sources believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information. Hosted on Acast. See acast.com/privacy for more information.
Transcribe →Arthur Laffer: Founder and Chairman of Laffer Associates
Apr 100:52:42Tap to summarizeIn this episode of the Why Invest? podcast, host Luke Hyde-Smith is joined by Dr. Arthur Laffer, renowned economist, Founder and Chairman of Laffer Associates and a key figure in the development of supply-side economics. Dr. Laffer shares his perspective on the current global economic climate, with an analysis of geopolitical tensions in the Middle East and their impact on energy prices, inflation and economic stability in both the US and UK. The conversation explores past and present approaches to deregulation, energy independence, and fiscal policy. Dr. Laffer also addresses the challenges facing Western economies, the evolving role of China, and the value of free markets. We invite you to listen to this episode to gain insight from a highly influential economist.If you would like further information about anything discussed in this episode, please do get in touch: whyinvest@w1m.com.This podcast is issued by W1M Wealth Management Limited which is authorised and regulated by both by the Financial Conduct Authority of 12 Endeavour Square, London E20 1JN, with firm reference number 120776 and the U.S. Securities and Exchange Commission of 100 F Street, NE Washington, DC 20549, with firm reference number 801-63787. Registered in England and Wales, Company Number 02080604.The information provided in this podcast is for information purposes only and W1M Wealth Management Limited does not accept liability for any loss or damage which may arise directly or indirectly out of use or reliance by the client, or anyone else, on the information contained in this recording. This podcast should be used as a guide only is based on our current views of markets and is subject to change.The information provided does not constitute advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor's particular wealth management or investment objectives, strategies, tax status or investment horizon.All materials have been obtained from sources believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information. Hosted on Acast. See acast.com/privacy for more information.
Transcribe →Matthew Smith: AI Bull and Bear Part 2 ‒ The Bear Case
Mar 1800:46:18Tap to summarizeIn this episode of the Why Invest? podcast, hosts Luke Hyde-Smith and Tom Saville speak with Matthew Smith, Co-Founder of QSM Asset Management and a global equities investor. Taking the bearish side of our AI Bull vs Bear series, Matthew shares his perspective on why the current wave of enthusiasm around AI may not translate into the investment returns many expect.The conversation explores the scale of the recent AI-driven investment boom and the role it has played in driving equity market performance, particularly in the US. Matthew explains why he believes the market may be pricing in too much optimism and discusses some of the economic and competitive challenges facing the sector.They also examine the broader implications for investors and the global economy, including how the AI cycle could influence markets, interest rates and sector opportunities over the coming years.If you would like further information about anything discussed in this episode, please do get in touch: whyinvest@w1m.com.This podcast is issued by W1M Wealth Management Limited which is authorised and regulated by both by the Financial Conduct Authority of 12 Endeavour Square, London E20 1JN, with firm reference number 120776 and the U.S. Securities and Exchange Commission of 100 F Street, NE Washington, DC 20549, with firm reference number 801-63787. Registered in England and Wales, Company Number 02080604.The information provided in this podcast is for information purposes only and W1M Wealth Management Limited does not accept liability for any loss or damage which may arise directly or indirectly out of use or reliance by the client, or anyone else, on the information contained in this recording. This podcast should be used as a guide only is based on our current views of markets and is subject to change.The information provided does not constitute advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor's particular wealth management or investment objectives, strategies, tax status or investment horizon.All materials have been obtained from sources believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information. Hosted on Acast. See acast.com/privacy for more information.
Transcribe →Keith Dear: AI Bull and Bear Part 1 ‒ The Bull Case
Mar 600:43:29Tap to summarizeIn this episode of the Why Invest? podcast, hosts Luke Hyde-Smith and Tom Saville speak with Keith Dear, founder of Cassi AI and former adviser to the UK Prime Minister on science, technology and defence. Keith shares his bullish perspective on the rapid development of artificial intelligence.The conversation explores how advances in reasoning models, compute and autonomous AI “agents” are changing what machines can do. Keith also discusses the work of Cassi AI, which focuses on improving forecasting and decision-making, and how these capabilities could reshape sectors such as defence, government and financial services.They also examine the broader implications of AI, from its potential to drive significant productivity gains and innovation, to the risk of widespread economic disruption.If you would like further information about anything discussed in this episode, please do get in touch whyinvest@w1m.com.This podcast is issued by W1M Wealth Management Limited which is authorised and regulated by both by the Financial Conduct Authority of 12 Endeavour Square, London E20 1JN, with firm reference number 120776 and the U.S. Securities and Exchange Commission of 100 F Street, NE Washington, DC 20549, with firm reference number 801-63787. Registered in England and Wales, Company Number 02080604.The information provided in this podcast is for information purposes only and W1M Wealth Management Limited does not accept liability for any loss or damage which may arise directly or indirectly out of use or reliance by the client, or anyone else, on the information contained in this recording. This podcast should be used as a guide only is based on our current views of markets and is subject to change.The information provided does not constitute advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor's particular wealth management or investment objectives, strategies, tax status or investment horizon.All materials have been obtained from sources believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information. Hosted on Acast. See acast.com/privacy for more information.
Transcribe →Benjamin Hall: Exploring the opportunity in China
Feb 1700:42:11Tap to summarizeIn this episode of the Why Invest? podcast, hosts Luke Hyde-Smith and James Carter are joined by Benjamin Hall, Manager of the Waverton Asia Pacific Equity Fund. Ben shares his journey into investing and offers a thoughtful perspective shaped by over 15 years' experience across emerging and Asian markets.The conversation explores how investors should think differently about China, challenging headline-driven narratives and focusing instead on long-term fundamentals. Ben discusses why profitability, capital discipline, and incentives matter more than raw growth, and why market sentiment in the region can swing between extreme optimism and pessimism.Ben also touches on some of the biggest themes shaping markets today, including China’s evolving economy, technology, energy, and AI.If you would like further information about anything discussed in this episode, please do get in touch whyinvest@w1m.com.This podcast is issued by W1M Wealth Management Limited which is authorised and regulated by both by the Financial Conduct Authority of 12 Endeavour Square, London E20 1JN, with firm reference number 120776 and the U.S. Securities and Exchange Commission of 100 F Street, NE Washington, DC 20549, with firm reference number 801-63787. Registered in England and Wales, Company Number 02080604.The information provided in this podcast is for information purposes only and W1M Wealth Management Limited does not accept liability for any loss or damage which may arise directly or indirectly out of use or reliance by the client, or anyone else, on the information contained in this recording. This podcast should be used as a guide only is based on our current views of markets and is subject to change.The information provided does not constitute advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor's particular wealth management or investment objectives, strategies, tax status or investment horizon.All materials have been obtained from sources believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information. Hosted on Acast. See acast.com/privacy for more information.
Transcribe →Alexandra Innes: Non-Executive Director and Board Adviser
Feb 1100:45:03Tap to summarizeIn this episode, host Luke Hyde-Smith is joined by Alexandra Innes, a Non-Executive Director and Board Adviser for listed and private companies across financial services, real estate, sports and media.They delve into the shifts shaping the financial services industry, including consolidation, private markets, sustainability, and the future of real assets, and discuss leadership at the highest levels of business, from The All England Lawn Tennis Club to the Bank of England.Alexandra shares candid reflections on her career journey, the role of a non-exec and finding balance beyond the boardroom.If you would like further information about anything discussed in this episode, please do get in touch using the email address whyinvest@w1m.com.This podcast is issued by W1M Wealth Management Limited which is authorised and regulated by both by the Financial Conduct Authority of 12 Endeavour Square, London E20 1JN, with firm reference number 120776 and the U.S. Securities and Exchange Commission of 100 F Street, NE Washington, DC 20549, with firm reference number 801-63787. Registered in England and Wales, Company Number 02080604.The information provided in this podcast is for information purposes only and W1M Wealth Management Limited does not accept liability for any loss or damage which may arise directly or indirectly out of use or reliance by the client, or anyone else, on the information contained in this recording. This podcast should be used as a guide only is based on our current views of markets and is subject to change.The information provided does not constitute advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor's particular wealth management or investment objectives, strategies, tax status or investment horizon.All materials have been obtained from sources believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information. Hosted on Acast. See acast.com/privacy for more information.
Transcribe →Cassian Scott: CEO and Founder of Instinct Digital
Jan 2100:34:21Tap to summarizeIn this episode, we are joined by Cassian Scott, Chief Executive Officer and Founder of Instinct Digital, for a wide-ranging discussion on asset management, technology and regulatory change. Cassian reflects on his career, how reporting and client analytics are evolving, and why human oversight remains critical even as AI accelerates processes.The discussion explores the challenges and opportunities of personalised reporting, the role of technology in reducing costs and improving transparency, and the path for scaling a UK fintech business internationally.Cassian also shares insights on startup funding, the UK ecosystem, and where he sees the next big investment opportunities in automating manual, inefficient processes. This podcast is issued by W1M Wealth Management Limited which is authorised and regulated by both by the Financial Conduct Authority of 12 Endeavour Square, London E20 1JN, with firm reference number 120776 and the U.S. Securities and Exchange Commission of 100 F Street, NE Washington, DC 20549, with firm reference number 801-63787. Registered in England and Wales, Company Number 02080604.The information provided in this podcast is for information purposes only and W1M Wealth Management Limited does not accept liability for any loss or damage which may arise directly or indirectly out of use or reliance by the client, or anyone else, on the information contained in this recording. This podcast should be used as a guide only is based on our current views of markets and is subject to change.The information provided does not constitute advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor's particular wealth management or investment objectives, strategies, tax status or investment horizon.All materials have been obtained from sources believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information. Hosted on Acast. See acast.com/privacy for more information.
Transcribe →Gerard Minack: Founder of Minack Advisors
Dec 1900:45:56Tap to summarizeIn our final episode of 2025, we are joined by macro strategy expert Gerard Minack, for a wide-ranging discussion on markets, policy and risk. Gerard reflects on his career, how macro investing has evolved, and why human behaviour still matters as much as data and technology.The discussion explores the AI boom, including market concentration and investor expectations as well as inflation, interest rates, government debt and the resilience of consumers.Gerard outlines the signals he’s watching most closely and shares where he believes opportunities might lie if markets become more volatile. This podcast is issued by W1M Wealth Management Limited which is authorised and regulated by both by the Financial Conduct Authority of 12 Endeavour Square, London E20 1JN, with firm reference number 120776 and the U.S. Securities and Exchange Commission of 100 F Street, NE Washington, DC 20549, with firm reference number 801-63787. Registered in England and Wales, Company Number 02080604.The information provided in this podcast is for information purposes only and W1M Wealth Management Limited does not accept liability for any loss or damage which may arise directly or indirectly out of use or reliance by the client, or anyone else, on the information contained in this recording. This podcast should be used as a guide only is based on our current views of markets and is subject to change.The information provided does not constitute advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor's particular wealth management or investment objectives, strategies, tax status or investment horizon.All materials have been obtained from sources believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information. Hosted on Acast. See acast.com/privacy for more information.
Transcribe →Macro Musings with the W1M Multi Asset Team: Volume 2
Dec 1800:50:38Tap to summarizeIn this episode Luke Hyde-Smith, James Mee and Matthew Parkinson return for Volume 2 of the Macro Musings series that brings listeners inside the investment desk to discuss the macro and market themes of the year.The team reflects on policy decisions, market moves, and why inflation remained far more subdued than anticipated. They explore how these dynamics fed through to portfolios, giving a candid assessment of positioning decisions and investment calls.Looking into 2026, they compare the diverging paths of the US and UK economies, the role of politics and where risks may be building.Please do get in touch whyinvest@w1m.com.This podcast is issued by W1M Wealth Management Limited which is authorised and regulated by both by the Financial Conduct Authority of 12 Endeavour Square, London E20 1JN, with firm reference number 120776 and the U.S. Securities and Exchange Commission of 100 F Street, NE Washington, DC 20549, with firm reference number 801-63787. Registered in England and Wales, Company Number 02080604.The information provided in this podcast is for information purposes only and W1M Wealth Management Limited does not accept liability for any loss or damage which may arise directly or indirectly out of use or reliance by the client, or anyone else, on the information contained in this recording. This podcast should be used as a guide only is based on our current views of markets and is subject to change.The information provided does not constitute advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor's particular wealth management or investment objectives, strategies, tax status or investment horizon.All materials have been obtained from sources believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information. Hosted on Acast. See acast.com/privacy for more information.
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