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Investors' Chronicle

Investors' Chronicle
Artificial Intelligence
NVIDIA
Interest Rates
Investment Trusts
Investment Strategies
Gold
GSK
Gender Pay Gap
UK Stock Market
China
M&G
Investing
Astrazeneca
UK Economy
FTSE 100
Bank Of England
Tariffs
UK Budget
Ampario
Financial Literacy

Looking to stay informed in the world of investing? Investors' Chronicle dives into the key trends shaping today’s markets and unpacks what they mean for your investments. Featuring exclusive interviews with professional investors - whether fund managers or leading financial experts - our mission is to help you make smarter investment decisions.

Investors' Chronicle has supported private investors... more

PublishesTwice weeklyEpisodes1181Founded12 years ago
Number of ListenersCategories
InvestingBusinessBusiness NewsNews

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Latest Episodes

Lord John Lee and Alex Newman are back on the mics to get into the nitty-gritty of small-cap stocks, looking at software provider Pebble Beach Systems (PEB).

With a market capitalisation of £38mn, the company is a bright spot in Lord Lee’s portfolio... more

This week’s episode kicks off with the latest batch of London-listed AI players. Up first are the IT resellers who are reaping the rewards of the boom; we discuss Computacenter and Softcat, the latter of which tapped investors for several hundred mil... more

The Bankers Investment Trust is a global stock market fund with around £1.5bn in assets.

It’s an exciting time for the trust as it says goodbye to longstanding manager Alex Crooke. Richard Clode, who joined as co-manager last year, is taking over.

more

This week’s episode looks at two companies making a series of deals and partnerships in a bid to buck the troubling trends in their respective sectors. 

We begin with consumer staples company McBride, whose shares have been buoyant in recent weeks a... more

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Recent Guests

Peter Mayhead
Chief Executive Officer, Pebble Beach Systems
Pebble Beach Systems
Episode: Meeting Pebble Beach's CEO: Lee & The IC
Arthur Sants
Tech reporter
Episode: British AI winners, prize draws and perfect pensions: Companies and Markets Show
Erin Withey
Feature explainer on prize draws
Episode: British AI winners, prize draws and perfect pensions: Companies and Markets Show
Helen Kirrane
Pensions expert
Episode: British AI winners, prize draws and perfect pensions: Companies and Markets Show
Richard Clode
Manager of Bankers Trust
Bankers Trust (Global Equity Investment Trust)
Episode: 'Pessimists sound smart, but optimists make money'— Richard Clode on AI, risk and finding growth
Uta Maya
Chief executive
IQE
Episode: Semiconductor stocks, our Top 50 Funds and Mortgage Advice Bureau: Companies and Markets Show
John Lee
Lord Lee of Trafford, private investor and long-time portfolio holder
Personal investment portfolio (British politician/peer context)
Episode: How to invest under Andy Burnham: Lee and the IC
Gina Miller
activist, entrepreneur, founder of MoneyShe
MoneyShe
Episode: How to defeat the gender wealth gap
Michael Fahy
Market commentator featured in the emerging markets discussion
Episode: US IPOs, Rentokil and emerging markets: Companies and Markets show

Hosts

Mark Robinson
Host/analyst focusing on IC Companies & Markets and broader market commentary.
Val Cipriani
Funds Editor at Investors' Chronicle; regular host for market discussions.

Reviews

4.3 out of 5 stars from 315 ratings
  • Average

    Some good stuff here but also a lot of dross. The presenters seem to want to be media luvvies (big egos) but frequently fail at the basics. It would be useful to have ex-professional investors or at least someone with a finance background involved. One of the presenters couldn’t even pronounce either “Carillion” or “Stiefel” correctly. Some of the interviews with PMs are interesting but the interviewer often fails to ask the most pertinent question or misunderstands performance numbers. One of t... more

    Apple Podcasts
    1
    Rosenbaum & Wolf
    United Kingdom6 months ago
  • Excellent

    Very much look forward to every episode, but, can we have more Lord Trafford please.?

    Apple Podcasts
    5
    gritts
    United Kingdom10 months ago
  • Feminist junk on an otherwise good show.

    Spreads misandrist propaganda promoting the brain rot falsehood that the gender-pay gap is the fault of men.

    It is actually the result of female career and lifestyle choices.

    Take your complaints elsewhere and stop ruining an otherwise good show.

    Apple Podcasts
    1
    TheGolconda
    United Kingdoma year ago
  • Insight

    I find all the episodes useful but especially the Lord John Lee interviews. Very insightful

    Apple Podcasts
    5
    Brodes-
    United Kingdom2 years ago
  • Good range of subjects and presenters

    Enjoy both the regular weekly podcast but a special mention goes to the Lee and the IC series for a great in depth conversation looking at smaller stocks in much more detail.

    The weekly podcast is good with a round up of market news along with company specific updates. I like their style - informative yet not flashy and very British.

    I’ve been introduced to the IC through listening to these podcasts over the past 9 months and have now become a subscriber to the magazine too - surely the po... more

    Apple Podcasts
    5
    Sjmcd
    United Kingdom2 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Listeners appreciate in-depth, manager-level insights and thoughtful industry context.
Some reviews note sound quality issues but still highlight strong content and interesting guests.
Feedback frequently mentions the value of robust market analysis and well-chosen guests for investing decisions.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Talking Points

Recent interactions between the hosts and their guests.

Meeting Pebble Beach's CEO: Lee & The IC
Q: Do you have an edge technically over competitors, and what is Pebble Beach's position in the market?
Pebble Beach is an independent, best-of-breed automation provider with deep interoperability across many technologies, which contrasts with larger, end-to-end suites; they are among the top tier globally and differentiate through flexibility and a wide driver ecosystem.
Meeting Pebble Beach's CEO: Lee & The IC
Q: John, just to bring you in, what was it that brought you to the Pebble Beach story?
I was introduced to Pebble Beach's chairman and Peter, looked at the figures, and in broad terms saw a growing sector due to the rise of streaming and the company's attractive recurring revenue and relationships with major names.
'Pessimists sound smart, but optimists make money'— Richard Clode on AI, risk and finding growth
Q: Which metrics do you prioritize when picking tech stocks?
We focus on earnings, cash flow, price-earnings multiples, and free cash flow yields, avoiding price-to-sales or EV/EBITDA metrics unless they clearly reflect the company's ability to generate profits and cash flow.
How to invest under Andy Burnham: Lee and the IC
Q: How does John filter thousands of shares and decide what to invest in?
He uses a broad, common-sense framework: evaluate price/earnings, dividend yield, management's language, and the willingness of directors to have skin in the game, then build a cohesive 'jigsaw' of factors to assess value and potential.
Meeting with Fevara’s CEO: Lee and the IC
Q: Can you briefly walk us through the logic for the split in Carr's Group and why shareholders were given the option to stay invested or exit?
The split created a focused, pure-play agricultural supplements business (Fevara) with a clear investment thesis, a loyal shareholder base, and the potential for higher growth and returns as the new standalone entity continues to pursue organic expansion and selective acquisitions.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
Gender Skew
Location
Interests
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Age Range
Household Income
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Frequently Asked Questions About Investors' Chronicle

What is Investors' Chronicle about and what kind of topics does it cover?

Investors' Chronicle focuses on equity markets, funds, and investment strategy through interviews with fund managers, analysts, and industry experts. Recent episodes regularly dissect company results, M&A rumors, macro themes, and sector-specific dynamics (tech, healthcare, energy, real estate, and financials), often pairing corporate case studies with broader market context. A distinctive angle is blending practical portfolio considerations (dividends, buybacks, capital allocation) with forward-looking themes like AI, space economy, and regulatory shifts, making it a solid resource for informed private investors seeking deeper insights and actionable ideas. Notable strengths include high-caliber guest appearances from asset managers and in... more

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Which podcasts are similar to Investors' Chronicle?

These podcasts share a similar audience with Investors' Chronicle:

1. On The Money
2. AJ Bell Money & Markets
3. Merryn Talks Money
4. MoneyWeek Talks
5. Many Happy Returns

How many episodes of Investors' Chronicle are there?

Investors' Chronicle launched 12 years ago and published 1181 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 Investors' Chronicle?

Recent guests on Investors' Chronicle include:

1. Peter Mayhead
2. Arthur Sants
3. Erin Withey
4. Helen Kirrane
5. Richard Clode
6. Uta Maya
7. John Lee
8. Gina Miller

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