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Artwork for Investor Intelligence

Investor Intelligence

Finimize
Inflation
Alphabet
China
Tesla
Stock Markets
S&P 500
Openai
Retail Investors
Round-the-Clock Trading
Japan
Investment Platforms
Professional Investors
NVIDIA
Luxury Brands
Technology Outages
Crowdstrike
Bank Of America
OPEC
TSMC
Climate Change

Your portfolio’s next big idea. Each week, our analysts and leading Wall-Street experts provide in-depth analysis that dives deep on a company, opportunity or trend in markets. Brought to you by Finimize, the #1 financial information platform for modern investors.

PublishesWeeklyEpisodes147Founded3 years ago
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Latest Episodes

SoftBank’s stock has doubled, AI’s still red-hot, and Finimize Analyst Russell Burns is back to explain what’s really driving both. 

In today’s episode, we revisit his original SoftBank call, explore how the story’s evolved, and reveal the new AI po... more

AI’s appetite for computing power is insatiable. And it’s fueling a $7 trillion global data center boom. 

In today’s episode, Finimize Analyst Theodora Lee Joseph joins the pod to unpack the next big AI trade: the overlooked companies building the p... more

Intel’s comeback story has been one of the market’s biggest surprises.

But after a huge run, investors are wondering if the stock still has legs. In this episode, Finimize Analyst Reda Farran breaks down the deals, the data, and the next phase of In... more

Forget jobs data and inflation prints: the real driver of markets might be something else entirely. 

On today's pod, Finimize Analyst Stéphane Renevier joins us to unpack global liquidity - the $300 trillion debt loop that keeps everything spinning ... more

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Recent Guests

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
Russell Burns
Expert analyst discussing technical indicators
Episode: Two Technical Indicators, And The Top Trades They’re Pointing To Now
Stephane Renevier
Options strategist with insights on market movements and hedging
Episode: How To Profit From A Stock Market Selloff
Reda Farran
Finimize analyst
Finimize
Episode: How ChatGPT Outperformed Wall Street - And What It Means For Your Portfolio
Stephane Renévié
Finimize analyst and expert in portfolio strategies
Finimize
Episode: Think Buy-and-Hold is Enough? Here’s a Smarter Strategy
Margaret Jobling
CMO of Natwest, with decades of experience in marketing and brand management.
Natwest
Episode: Generation: Margaret Jobling (Natwest) | Marketing That Actually Drives Revenue
Stephen Yiu
Managing Director and Chief Investment Officer at Blue Whale Growth Fund
Blue Whale Capital
Episode: Blue Whale Growth Fund’s Stephen Yiu Reveals Why He’s Buying Nvidia And Selling Microsoft

Host

Guy
Host and analyst specializing in financial markets and investment strategies.

Reviews

5.0 out of 5 stars from 35 ratings
  • Tons of interesting ideas and thoughts

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

    Apple Podcasts
    5
    Tordingo
    United Kingdoma year ago

Listeners Say

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

Many find the discussions very informative and timely, specifically regarding investment strategies and opportunities.
Listeners appreciate the rich insights and analysis provided by various guests, enhancing their understanding of market dynamics.

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Talking Points

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Global Liquidity: The Hidden Force That Really Moves Markets
Q: What should investors do about global liquidity?
Stéphane advises keeping hedges against monetary debasement in long-term portfolios while being cautious in the near term as liquidity conditions may tighten.
Global Liquidity: The Hidden Force That Really Moves Markets
Q: Where does global liquidity stand now?
Global liquidity is still supportive, growing at healthy rates, although there are emerging cracks in the system.
Global Liquidity: The Hidden Force That Really Moves Markets
Q: What are the three main engines of global liquidity?
They are public liquidity (central banks), private liquidity (commercial banks), and cross-border flows of money.
Global Liquidity: The Hidden Force That Really Moves Markets
Q: What exactly is global liquidity?
Global liquidity is the fuel for the financial system that includes cash, credit, and collateral, crucial for debt management.
Global Liquidity: The Hidden Force That Really Moves Markets
Q: What do you mean by markets not making sense anymore?
Stéphane indicates that traditional macro views have proven inaccurate, which can be attributed to the complexity of current market dynamics influenced by global liquidity.

Audience Metrics

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Frequently Asked Questions About Investor Intelligence

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

Key themes include detailed market analysis, investment strategies, and emerging trends in various sectors, with a specific focus on technology, finance, and innovative companies. Analyst discussions often center around growth opportunities, risks, and market fluctuations, offering insights into both well-known and under-the-radar investment prospects. This content is likely to be particularly valuable for listeners seeking in-depth knowledge on current market dynamics and practical investment advice for their portfolios. Potentially unique elements include a commitment to exploring less-discussed technologies and sectors, like humanoid robotics and alternative proteins, alongside traditional financial analyses.

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Which podcasts are similar to Investor Intelligence?

These podcasts share a similar audience with Investor Intelligence:

1. Exchanges
2. The Markets
3. Motley Fool Money
4. We Study Billionaires - The Investor’s Podcast Network
5. Wall Street Breakfast

How many episodes of Investor Intelligence are there?

Investor Intelligence launched 3 years ago and published 147 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

How do I contact Investor Intelligence?

Our systems regularly scour the web to find email addresses and social media links for this podcast. We scanned the web and collated all of the contact information that we could find in our podcast database. But in the unlikely event that you can't find what you're looking for, our concierge service lets you request our research team to source better contacts for you.

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What guests have appeared on Investor Intelligence?

Recent guests on Investor Intelligence include:

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

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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