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The Modern Investor

Finimize
NVIDIA
S&P 500
China
Inflation
Artificial Intelligence
Apple
Fintech
Tesla
Alphabet
Openai
Investment Strategies
Interest Rates
Stock Market
The Finimize Daily Brief
Finance
GTT
Softbank
Intel
Economy
Federal Reserve

For the modern retail investor looking to make sense of increasingly complex markets.

Each week, Finimize CEO Carl Hazeley sits down with world-class investors and experts to help you understand the forces shaping your money.

Brought to you by Finimize, the #1 investing research platform for modern investors.

PublishesWeeklyEpisodes174Founded3 years ago
Number of ListenersCategories
InvestingBusiness

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Latest Episodes

Is Bitcoin digital gold, a risk asset, or something entirely different?

In the first episode of The Modern Investor Podcast, Finimize CEO Carl Hazeley sits down with Chris Bendiksen, Head of Bitcoin Research at CoinShares, to unpack one of the most ... more

Higher oil prices have rippled through markets since the war in Iran began, weighing on companies exposed to fuel costs, transport disruptions, and inflation pressure.

In this episode, Finimize Analyst Russell Burns joins the pod to talk about a bas... more

AI needs chips. But it also needs cables, power lines, and infrastructure most investors rarely think about.

Finimize Analyst Theodora Lee Joseph joins the pod to talk about Prysmian, a company positioned right where two major trends collide: the AI... more

SpaceX may be heading for one of the biggest IPOs in market history - and one of the most closely watched.

In this episode, Finimize Analyst Reda Farran joins the pod  to examine the investment case behind a potential listing that could value the co... more

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Recent Guests

Theodore Lee Joseph
Guest analyst invited to recap calls
Episode: How Our Investing Ideas Have Held Up: March 2026
Reda Faran
Guest analyst presenting energy and nuclear themes
Episode: How Our Investing Ideas Have Held Up: March 2026
Reda Farran
Finimize Analyst
Finimize
Episode: This Best-In-Class Retailer Could Be A Dependable AI Bubble Hedge
Russell Burns
Technical analyst specializing in stock market trends
Episode: Three Sectors And Six Stocks: Where The Charts Say To Look Now
Stéphane Renevier
Analyst at Finimize specializing in market strategies and risk management.
Finimize
Episode: How To Bet Against The Bubble…Without Going Bust
Jonathan Hobbs
Financial analyst making a case for long-dated U.S. Treasury bonds
Episode: This Contrarian Recession Bet Could Be Your Next Big Win
Stephane Renevier
Options strategist with insights on market movements and hedging
Episode: How To Profit From A Stock Market Selloff
Stephane Renévié
Finimize analyst and expert in portfolio strategies
Finimize
Episode: Think Buy-and-Hold is Enough? Here’s a Smarter Strategy
Theodora Lee Joseph
Finimize analyst who provides in-depth analysis of Costco's business model and investment potential.
Finimize
Episode: The Costco Craze: What Makes This Stock A Bulk-Worthy Investment

Hosts

Guy
Host; often guides discussions with a focus on data-driven investment theses.
Jackson
Host; provides interview framing and market context.

Reviews

5.0 out of 5 stars from 37 ratings
  • Tons of interesting ideas and thoughts

    One of the best podcasts for the industry. Highly recommend!

    Apple Podcasts
    5
    Tordingo
    United Kingdom2 years ago

Listeners Say

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

Tons of interesting ideas and thoughts.
One of the best podcasts for the industry. Highly recommend!
Great host energy and data-driven insights for portfolio planning.

Chart Rankings

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Apple Podcasts
#185
Ukraine/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

Should You Invest In SpaceX’s IPO?
Q: Fundamentally, what do our listeners need to understand about the structure of this listing?
The listing raises about $75 billion against a valuation of around $1.75 trillion, with a very small free float and a plan to allocate a large portion to retail; the structure is unusual because of the potential for rapid index inclusion and the way the proceeds are earmarked across Starship development, Starlink expansion, and orbital AI infrastructure.
The Global Grid Upgrade, And How To Invest In It
Q: Walk me through the nine names in your equal-weight portfolio and why each one fits the theme.
The list spans offshore cables (Prismian), HVDC systems (Siemens Energy, ABB via Hitachi Energy), labor-enabled power construction (MYR Group), software and controls (Schneider Electric), components (Hubbell), and diversified exposure (GE Vinnova, Bloom Energy for on-site generation, and a broad anchor like ABB). Each name is chosen for its role along the grid modernization value chain, balanced by risk and valuation considerations.
The Global Grid Upgrade, And How To Invest In It
Q: So how do you even start to approach understanding what that process will look like?
Grid modernization will roll out in distinct phases—urgent maintenance, long-distance transmission upgrades, last-mile software upgrades, and a smart grid future—creating a mix of near-term winners and longer-term bets across hardware, software, and services.
Why Gold Looks Seriously Attractive Right Now
Q: Where do you see the most attractive exposure for investors right now, given the relationship between gold and miners?
A core position in a gold ETF provides steady exposure to the metal, but adding the gold miners ETF offers leverage and a diversification benefit, given its historically higher beta and low correlation to equities and bonds, which can enhance portfolio resilience.
Why Gold Looks Seriously Attractive Right Now
Q: Okay, Russell. So the backdrop to this conversation is obviously that we've seen a pullback in gold recently, and you think this could be an attractive entry point.
Yes. The weakness can be viewed as a potential entry point because the macro drivers—central bank demand, inflation dynamics, and real yields—remain supportive for gold in the longer term, while volatility may create tactical opportunities, especially in mining shares which tend to amplify gold-price moves.

Audience Metrics

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Frequently Asked Questions About The Modern Investor

What is The Modern Investor about and what kind of topics does it cover?

Analyses center on high-conviction investment theses across technology, energy, defense, and macro themes, with a heavy emphasis on data-driven storytelling and portfolio ideas. Episodes frequently dissect large secular trends—AI-enabled data centers, global grid modernization, energy transitions, and innovative tech like space infrastructure or humanoid robotics—through interviews with Finimize analysts and external experts. The format blends company deep-dives, multi-pillar valuations, and risk considerations, offering listeners practical takeaways, timelines, and catalysts to monitor. A notable pattern is the rigorous use of scenario planning, competitive dynamics, and governance/market structure factors, making it useful for listeners w... more

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Which podcasts are similar to The Modern Investor?

These podcasts share a similar audience with The Modern Investor:

1. The Finimize Daily Brief
2. Macro Voices
3. Rule Breaker Investing
4. Forward Guidance
5. Motley Fool Hidden Gems Investing

How many episodes of The Modern Investor are there?

The Modern Investor launched 3 years ago and published 174 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 The Modern Investor?

Recent guests on The Modern Investor include:

1. Theodore Lee Joseph
2. Reda Faran
3. Reda Farran
4. Russell Burns
5. Stéphane Renevier
6. Jonathan Hobbs
7. Stephane Renevier
8. Stephane Renévié

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