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Foord Asset Management

Foord Asset Management
Artificial Intelligence
Inflation
United States
South Africa
Ford Asset Management
US Dollar
Federal Reserve
China
Global Trade and Deglobalization
Debt
Central Banks
Global Markets
Energy
TSMC
United States Economy
Global Equities
Middle East
Europe
Asia
NVIDIA

Investment stewardship since 1981

PublishesMonthlyEpisodes143Founded4 years ago
Number of ListenersCategories
BusinessInvesting

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Artwork for Foord Asset Management

Latest Episodes

Artificial intelligence continues to attract record levels of investment, with billions flowing into data centres, microchips and AI infrastructure. Alongside this excitement, the gap between AI market expectations and real-world productivity is gett... more

AI has captured the market’s imagination, but inflation may prove the more persistent test.

Transformative technologies can create extraordinary long-term winners, but history shows that innovation-led booms often bring overvaluation and painful ca... more

Despite ongoing conflict in the Middle East, increased oil prices and persistent trade tensions, global markets continued to move higher in May - driven largely by the ongoing AI investment boom.

In this episode of Markets in a Nutshell, Linda Eede... more

After a volatile March, global markets rebounded sharply in April – even as geopolitical tensions escalated and inflation pressures continued to build.

In this episode of Markets in a Nutshell, Linda Eedes focuses on what matters from here.

She ex... more

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Dave Foord
Founder of Foord Asset Management
Foord Asset Management
Episode: Dave Foord on Politics, Debt, and the Future of Markets

Host

Linda Eades
Host of The Global Markets in a Nutshell; host; interviewer. Affiliation: Foord Asset Management.

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Dave Foord on Politics, Debt, and the Future of Markets
Q: What should investors consider in portfolio construction given these macro risks?
Emphasize inflation hedges, maintain diversified multi-asset exposure, prefer equities with pricing power, hold some cash for opportunities, and be cautious about private credit risk in a rising rate/high-default environment.
Dave Foord on Politics, Debt, and the Future of Markets
Q: Do you think governments are on an unsustainable debt path, and how might this resolve?
Yes, debt is unsustainable in major regions, with Europe showing particular strain due to structural liabilities; resolution is uncertain and could involve inflationary paths, currency moves, and a rebalancing of fiscal commitments.

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Frequently Asked Questions About Foord Asset Management

What is Foord Asset Management about and what kind of topics does it cover?

A thoughtful, multi-episode overview of global markets with a strong emphasis on inflation dynamics, AI-driven trends, and risk-aware portfolio construction. The host consistently anchors discussions in disciplined investing, valuation discipline, and diversification across regions and asset classes, highlighting inflation-hedging assets like inflation-linked bonds and real assets. Recent episodes blend macro themes (inflation, geopolitics, energy shocks) with practical takeaways for investors and practitioners, including tactical positioning and considerations for inflation resilience. A notable strength is the clear emphasis on preserving purchasing power and risk management, often tying market commentary to actionable portfolio guidance ... more

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Which podcasts are similar to Foord Asset Management?

These podcasts share a similar audience with Foord Asset Management:

1. The Investment Perspective, with Ninety One
2. STANLIB Podcasts
3. Investec Focus Radio SA
4. WorldWide Markets with Simon Brown
5. BizNews Radio

How many episodes of Foord Asset Management are there?

Foord Asset Management launched 4 years ago and published 143 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on Foord Asset Management?

Recent guests on Foord Asset Management include:

1. Dave Foord

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