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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
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Latest Episodes

Inflation may have slipped from the headlines, but is it really behind us?

This week on Market Open, Reda and Russell explore why inflation could prove more persistent than investors expect - even before this year's Middle East conflict. 

They also... more

Introducing Market Open: a new weekly show from The Modern Investor. 

Each week, Finimize analysts Reda Farran and Russell Burns chew over the biggest stories in markets, what they mean for investors, and what they're watching in the week ahead.

In... more

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

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Recent Guests

Chris Bendiksen
Head of Bitcoin Research, CoinShares
CoinShares
Episode: Is Crypto A Safe Haven? w/ Chris Bendiksen, Bitcoin Research Lead (Coinshares)
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
Russell Burns
Finimize analyst
Finimize
Episode: LSEG Is Trading Like Something’s Broken
Reda Farran
Finimize analyst
Finimize
Episode: Food From Thin Air, Backed By Industry: How Solar Foods Is Building Investor Appetite
Stéphane Renevier
Analyst at Finimize specializing in market strategies and risk management.
Finimize
Episode: How To Bet Against The Bubble…Without Going Bust
Theodora Lee Joseph
Finimize analyst
Finimize
Episode: OpenAI: Five Ways To Invest In The ChatGPT Maker
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
Finimize analyst specializing in investment research
Finimize
Episode: AI's Big Water Problem: The Stocks Making Waves

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.

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Talking Points

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Is Crypto A Safe Haven? w/ Chris Bendiksen, Bitcoin Research Lead (Coinshares)
Q: Abby asks for a Bitcoin price prediction by end of 2026 and practical takeaways for portfolio placement.
Prediction is uncertain, but valuation models suggest that if adoption continues at recent pace, Bitcoin could bottom this year with a modestly high floor; practically, investors should start from their risk tolerance and determine what allocation makes sense given desired volatility and portfolio goals.
Is Crypto A Safe Haven? w/ Chris Bendiksen, Bitcoin Research Lead (Coinshares)
Q: Noah asks how to determine the real value behind a cryptocurrency and how that informs investment decisions.
Value is subjective and depends on what the asset is expected to do; Bitcoin is best viewed as a form of money with strong value-storing and transferring properties, while other cryptos may serve as fuel for distributed code and different use cases; assessing an investment thesis requires modeling potential future use and market size, then comparing issuance/burn dynamics and overall market opportunity.
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.

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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. Motley Fool Hidden Gems Investing
3. The Art of Investing
4. Odd Lots
5. Wall Street Breakfast

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. Chris Bendiksen
2. Theodore Lee Joseph
3. Reda Faran
4. Russell Burns
5. Reda Farran
6. Stéphane Renevier
7. Theodora Lee Joseph
8. Jonathan Hobbs

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