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The Investor Download

Schroders
Interest Rates
Nuclear Energy
Artificial Intelligence
Inflation
Real Estate
Circular Economy
Decarbonization
Schroders
Renewable Energy
Sustainability
Gold
Investing
Climate Change
Nuclear Waste Management
Real Interest Rates
US Consumer Resilience
Psychological Biases
Risk Taking
Poker
Federal Reserve

Financial markets and the economy explained with a little help from the people inside Schroders.

PublishesTwice monthlyEpisodes100Founded6 years ago
Number of ListenersCategories
BusinessInvestingManagement

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Latest Episodes

What do you get when you mix a FTSE 250 company, your utility bills and a multi-level marketing model? As part of the Mid 250 series, Fund Managers Jean Roche and James Goodman are joined by Stuart Burnett, the CEO of Telecom Plus.

Important informa... more

Donald Trump's Liberation Day roiled markets and caused a seismic shift in expectations for global trade and the economy. His subsequent 90-day pause on tariffs and perennial hunt for deals have created uncertainty and left investors wondering, what ... more

With trade wars erupting around the world between the US and its competitors and tariffs being thrown around like confetti, some investors are predicting recession in the US.

While Schroders’ economists feel that view is a little too extreme, the se... more

In a change up this week we're going to drop in our sister podcast, The Value Perspective. This week the team chat with Alliance Bernstein’s materials’ analyst Bob Brackett. They cover a multitude of topics including;  the impact of a new Trump era o... more

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Recent Guests

Stuart Burnett
CEO of Telecom Plus and the company behind Utility Warehouse
Telecom Plus
Episode: Telecom Plus Unplugged: Strategy, Growth and Shareholder Value
Vera German
A value investor focusing on emerging markets
Schroder Investment Management
Episode: Trading the Trump trade wars
Abbas Barkhordar
Investment expert focusing on Asian markets
Schroder Investment Management
Episode: Trading the Trump trade wars
Bob Brackett
Materials analyst at Alliance Bernstein
Alliance Bernstein
Episode: Have you got the minerals?
Mark Walker
Chief Investment Officer of Coal Pension Trustees
Coal Pension Trustees
Episode: Have you got the minerals?
John Armitage
Co-founded Egerton Capital and serves as Chief Investment Officer
Egerton Capital
Episode: The art of investing with John Armitage
Nick Wilkinson
CEO of Dunelm
Dunelm
Episode: The company fending off big gorillas and young upstarts - who could it be?
Raghuram Rajan
Economist and author of "Fault Lines"
University of Chicago
Episode: The hidden fractures threatening our economy
George Brown
Schroder's global economist
Schroders
Episode: An investor's guide to a Trump White House

Host

David Brett
Host of discussions on financial markets and economic trends, providing insights in collaboration with experts in investing and finance.

Reviews

4.8 out of 5 stars from 40 ratings
  • Excellent

    Very informative and interesting

    Apple Podcasts
    5
    This.is.cat
    United Kingdom6 years ago

Listeners Say

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

Very informative and interesting.

Chart Rankings

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Apple Podcasts
#189
Israel/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

Telecom Plus Unplugged: Strategy, Growth and Shareholder Value
Q: If you could run any company, what would it be and why?
It would be a company called Primarica, as they provide life insurance through a similar word-of-mouth route to market in a much larger American marketplace.
Telecom Plus Unplugged: Strategy, Growth and Shareholder Value
Q: Can you explain what the customer proposition is for Telecom Plus?
Our business model is essentially a platform for subscription style essential household services, bundling energy, broadband, mobile, and insurance to provide better value and simpler management for customers.
The week that shook global markets: What lies ahead?
Q: What do you think the impact of the tax cuts proposed could have?
In the near term, they won't prevent recession, but could be a positive long-term dynamic.
The week that shook global markets: What lies ahead?
Q: Does Trump care about what happens in the markets?
Yes, he definitely cares because every drawdown affects public sentiment and his ratings.
Have you got the minerals?
Q: Is there an appetite to increase nuclear power generation in the US at the moment?
Yes, there's a growing demand for nuclear power due to the need for stable, low-emission energy sources, especially from large tech companies.

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Frequently Asked Questions About The Investor Download

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

This series provides an in-depth exploration of various aspects of financial markets, investment strategies, and economic trends. It features discussions led by knowledgeable hosts and expert guests from industry-leading firms, offering listeners valuable insights into market dynamics, investor behavior, and the implications of current geopolitical events. The series maintains a strong emphasis on the evolving landscape of investment opportunities, particularly in the context of significant economic and political changes, including trade wars, inflation, and the challenges faced within different sectors like biotech and commodities. The content is tailored for those interested in understanding the complexities of investment in today's fast-... more

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Which podcasts are similar to The Investor Download?

These podcasts share a similar audience with The Investor Download:

1. The Value Perspective
2. Investors' Chronicle
3. Value Investing with Legends
4. In Good Company with Nicolai Tangen
5. Unhedged

How many episodes of The Investor Download are there?

The Investor Download launched 6 years ago and published 100 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 Investor Download?

Recent guests on The Investor Download include:

1. Stuart Burnett
2. Vera German
3. Abbas Barkhordar
4. Bob Brackett
5. Mark Walker
6. John Armitage
7. Nick Wilkinson
8. Raghuram Rajan

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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