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The Modern Investor

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

Make sense of the ideas and events shaping markets.

Each week, Finimize analysts Reda Farran and Russell Burns unpack the week’s biggest stories in Market Open, alongside interviews and conversations with investors, founders and experts from across finance.

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

PublishesWeeklyEpisodes174Founded4 years ago
Number of ListenersCategories
InvestingBusinessEntrepreneurship

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Latest Episodes

Anthropic is preparing for what could become the biggest IPO in history, with a rumoured valuation of around $2 trillion. The question for investors is whether the business can actually grow into a price tag that large. 

In today's episode, we’re sh... more

Bond yields are climbing to levels not seen in decades. 

That matters well beyond the bond market – particularly when so much of the US economy is riding on an AI investment boom.

This week on Market Open, Finimize CEO Carl Hazeley joins Reda to un... more

Nvidia just delivered another huge quarter, with revenue growth expected to accelerate next year. Yet after everything that’s happened to the stock, its valuation is starting to look surprisingly modest.

This week on Market Open, Reda and Russ diges... more

China is spending roughly one dollar on AI for every eight spent by America. But for investors, having less money to spend doesn’t necessarily mean fewer opportunities.

In the second week of our summer hiatus, we’re giving you another preview of Res... 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)
Theodora Lee Joseph
Finimize analyst
Finimize
Episode: How Our Investing Ideas Have Held Up: May 2026
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
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
Russell Burns
Expert analyst discussing technical indicators
Episode: Two Technical Indicators, And The Top Trades They’re Pointing To Now
Stephane Renevier
Finimize analyst specializing in investment research
Finimize
Episode: AI's Big Water Problem: The Stocks Making Waves

Hosts

Carl Hazeley
Host and CEO of Finimize
Guy
Host of the show; frequently guides interviews and provides market context
Jackson
Host of the show and Investor Intelligence segment

Reviews

5.0 out of 5 stars from 38 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.

One of the best podcasts for the industry. Highly recommend!
Tons of interesting ideas and thoughts
Great breadth of topics from AI to energy and grid upgrades

Chart Rankings

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

Apple Podcasts
#153
Ukraine/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

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.

Audience Metrics

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Listeners per Episode
Gender Skew
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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?

A portfolio-focused show that translates complex markets into actionable ideas for the modern retail investor. Episodes typically center on AI-driven market dynamics, inflation and macro themes, key stock theses across tech, energy, and defense, and deep-dive company stories (from Prysmian to SpaceX and gold). A recurring strength is pairing macro context with stock-specific theses, often anchored by Finimize analysts and external experts to ground scenarios in data and long-run investment themes. The format tends to mix timely market signals with multi-episode portfolio considerations, making it useful for listeners who want concrete ideas, risk awareness, and a clear view of where sophisticated investing themes are headed. A notable edge ... 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. Merryn Talks Money
3. Think Fast Talk Smart: Communication Techniques
4. Unhedged
5. Odd Lots

How many episodes of The Modern Investor are there?

The Modern Investor launched 4 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. Theodora Lee Joseph
3. Theodore Lee Joseph
4. Reda Faran
5. Reda Farran
6. Stéphane Renevier
7. Jonathan Hobbs
8. Russell Burns

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