Best Gordon Asset Management Podcasts (2025)

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Parmy Olson: Technology Columnist at Bloomberg 40:33

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1d ago40:33

40:33

In this episode of Why Invest? hosts James Carter and Tom Saville are joined by award-winning journalist and Bloomberg columnist Parmy Olson. They discuss the realities behind the AI boom, from the philosophical motivations of tech founders to the subtle risks AI poses to human agency, jobs, and democracy. They explore Europe’s funding gap, the gro…

1
Stephen Clapham: Founder of Behind the Balance Sheet 48:03

18d ago48:03

48:03

In this episode of the Why Invest? podcast, host Luke Hyde-Smith is joined by Stephen Clapham, founder of Behind the Balance Sheet, a market-leading consultancy specialising in bespoke investment research and training. Stephen shares his expertise on investment analysis, discussing the importance of rigorous research and how bespoke training can em…

1
Tom Duff Gordon: Vice President International Policy, Coinbase 59:38

1M ago59:38

59:38

In this episode of Why Invest?, host Luke Hyde-Smith is joined by Tom Duff Gordon, Vice President of International Policy at Coinbase, one of the world’s leading digital asset platforms. They discuss the evolution of Coinbase and how improved regulatory clarity, rising institutional demand and the growing role of stablecoins are helping push crypto…

1
Adam Rozencwajg: Co-Founder and Managing Partner at Goehring & Rozencwajg 52:34

2M ago52:34

52:34

In this episode of the Why Invest? podcast, host Luke Hyde-Smith is joined by Adam Rozencwajg, Managing Partner and Co-Founder of Goehring & Rozencwajg Associates, one of the leading voices in natural resource investing. Adam shares his insights on the “revenge of the old economy,” as commodities and energy markets stage a comeback after years of n…

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Will Nutting: Founder of NUTSTUFF 41:50

2M ago41:50

41:50

In this episode of the Why Invest podcast, host Luke Hyde-Smith speaks with Will Nutting, Founder of NUTSTUFF, about his refreshingly straightforward approach to investing. Will strips away the jargon to show that successful investing is built on logic, good ideas, and curiosity, not complicated models or credentials. The conversation spans everyth…

1
Tycho Mini-Series | Global macro trends with Yuexin Zeng 25:17

2M ago25:17

25:17

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Tycho Mini-Series | Digital Assets with Ray Dillet 21:05

2M ago21:05

21:05

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Tycho Mini-Series | Private Equity with Jussi Nyrölä 21:51

2M ago21:51

21:51

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Tycho Mini-Series | Value investing with Jeremy Mindich 19:05

2M ago19:05

19:05

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Tycho Mini-Series | Long-short investment with James Hanbury 19:22

2M ago19:22

19:22

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Tycho Mini-Series | Credit Markets with Christopher Joye 20:33

2M ago20:33

20:33

1
ESPRESSO | Macro Musings with the W1M Multi Asset team 13:58

2M ago13:58

13:58

In this shorter ‘Espresso’ edit of ‘Macro Musings’, we distil the W1M Multi Asset team’s latest thinking on markets, economics, and investing into an easy to digest, 10-minute episode. Kicking off with memorable quotes from great investors, Luke, James and Matt then turn to the current macro backdrop, weighing the outlook for the US, Europe, and th…

1
Macro Musings with the W1M Multi Asset team 48:56

2M ago48:56

48:56

In this debut “Macro Musings” edition of the Why Invest? podcast, the W1M Multi Asset team opens the door to the conversations normally held behind the scenes. They explore the forces shaping today’s markets — from US exceptionalism and inflationary pressures to liquidity, energy policy, and the growing influence of AI investment. They reflect on t…

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Helen Thomas: Founder and CEO of Blonde Money 38:02

3M ago38:02

38:02

In this episode of Why Invest, Helen Thomas, Founder and CEO of Blonde Money, discusses how political risk is shaping financial markets. Helen explores the challenges of rising debt, ageing populations and why productivity growth is so critical to fiscal sustainability. She highlights the growing fragility of institutions, the political volatility …

1
Zahra Ward-Murphy: Strategist at Absolute Strategy Research 43:49

3M ago43:49

43:49

In this episode of Why Invest? host, Luke Hyde-Smith, speaks with Zahra Ward-Murphy, Strategist at Absolute Strategy Research (ASR). The conversation explores why ASR currently favours a modest equity overweight, the resilience of US growth, and how regime shifts in policy, inflation, and credit supply are reshaping portfolio construction. Zahra al…

1
Mark Latham: Market Veteran and Investment Futurist 41:19

4M ago41:19

41:19

In this episode of Why Invest? Luke Hyde-Smith is joined by market veteran and investment futurist Mark Latham. With over 40 years in commodities and fund management, Mark shares his journey from running a leading resources fund to founding Commodity Intelligence and The Angry Portfolio. They discuss the growing influence of technology across real-…

1
Chris Wood: Global Head of Equity Strategy at Jefferies 50:16

4M ago50:16

50:16

In this episode, host Luke Hyde-Smith is joined by guest co-host Stefan Rheinwald and renowned market strategist and author of the Greed & Fear newsletter, Chris Wood. They explore the current contradictions in the Trump agenda, the state of US equity markets, and the implications of surging AI investment. The conversation spans global markets, wit…

1
Ruchir Sharma: Chairman of Rockefeller International and Founder of Breakout Capital 49:14

5M ago49:14

49:14

In this episode host, Luke Hyde-Smith, is joined by renowned investor and author Ruchir Sharma, Chairman of Rockefeller International and Founder of Breakout Capital. They discuss Sharma’s top investment trends for 2025 and examine the evolving global economic landscape at the halfway point of the year. The conversation also delves into themes from…

1
Peter Davies: Partner & Head of Developed Markets Strategy at Lansdowne Partners 52:06

5M ago52:06

52:06

In this episode, Luke Hyde-Smith speaks with Peter Davies, Partner & Head of Developed Markets Strategy at Lansdowne Partners. Peter reflects on his investment journey, sharing how his experience has shaped his current global long-only approach. Peter outlines the core themes driving Lansdowne’s Developed Markets Strategy and highlights undervalued…

1
An Interview with Kallum Pickering: Chief Economist at Peel Hunt 46:03

6M ago46:03

46:03

In this episode of the Why Invest? podcast, host Luke Hyde-Smith is joined by Kallum Pickering, Chief Economist at Peel Hunt, for a wide-ranging discussion on key issues shaping the UK’s economic outlook. They explore the links between energy policy, productivity, and long-term growth, as well as the current state of UK capital markets and how refo…

1
An Interview with Paul Podolsky: Founder of Kate Capital LLC 49:37

7M ago49:37

49:37

In this episode of Why Invest? host Luke Hyde-Smith is joined by Paul Podolsky, former Bridgewater executive, author, and founder of Kate Capital. Paul shares his journey from journalism in 1990s Russia, to macro investing at one of the world’s most successful hedge funds. They explore the current macroeconomic backdrop, including US policy volatil…

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An Interview with Kiril Sokoloff: Founder of 13D Research & Strategy 53:15

7M ago53:15

53:15

In this episode of the Why Invest? podcast Luke Hyde-Smith is joined by Kiril Sokoloff, Founder of 13D Research & Strategy. Known for his contrarian and thematic investment approach, Kiril shares insights that bridge finance, geopolitics, philosophy, and history. The discussion explores current economic turbulence, the role of China and India in th…

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An Interview with Alex Payne: Life after the game 39:49

8M ago39:49

39:49

In this episode of the Why Invest? podcast, host Luke Hyde-Smith is joined by broadcaster and podcast host Alex Payne. Alex shares the journey from his early days at Sky Sports to launching The Good, The Bad and The Rugby podcast with Mike Tindall and James Haskell, now one of the UK's biggest commercial podcast brands. He discusses the business be…

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An Interview with Zuleika Salter: Partner and Head of Private Growth Capital at Cavendish 23:33

8M ago23:33

23:33

In this episode of the Why Invest? podcast, hosts James Carter and Alexandra Buchan-Heelas are joined by Zuleika Salter, Partner and Head of Private Growth Capital at Cavendish. The conversation explores the evolving landscape of venture capital in the UK and Zuleika’s own unconventional path into finance. They unpack the differences between ventur…

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An Interview with Bob Brackett: Commodities, cycles & the future of energy 46:04

9M ago46:04

46:04

The this episode of the Why Invest? podcast, host Luke Hyde-Smith is joined by Bob Brackett, Head of Americas Energy Transition and Managing Director Senior/Research Analyst at Bernstein, covering Global Metals & Mining. The discussion explores the critical role of commodities in the global economy, the evolution of energy markets, and the future o…

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An Interview with Saker Nusseibeh: CEO of Federated Hermes 47:28

9M ago47:28

47:28

The latest episode of Why Invest? host Luke Hyde-Smith is joined by Jennifer Fisher, Head of Equities and Saker Nusseibeh, CEO of Federated Hermes Limited. The discussion explores the evolution of responsible investing, sustainable finance, and the industry's approach to ESG. They touch on the rise of passive investing, the role of governance in lo…

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An Interview with Ben Stafford: CEO of Regenerate Asset Management 48:09

10M ago48:09

48:09

In this episode, hosts Tom Saville and Alexandra Buchan-Heelas are joined by Ben Stafford, CEO of Regenerate Asset Management, an impact manager specialising in private markets, with a focus on regenerative agriculture and natural capital. Ben shares his journey from renewable energy to impact investing in agriculture, highlighting how regenerative…

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An Interview with Brendan Williams: Co-Founder and CEO of NuWave 35:31

11M ago35:31

35:31

In our first episode of 2025, host Luke Hyde-Smith is joined by Brendan Williams, Co-Founder and CEO of NuWave, a trailblazing alcohol-free beer brand. The conversation dives into the innovation behind NuWave, a beer that’s not only alcohol-free but also mood-enhancing, thanks to adaptogenic botanicals. Brendan discusses the challenges and rewards …

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An Interview with John Authers: Senior Markets Editor at Bloomberg 37:28

12M ago37:28

37:28

To close out 2024, we welcome the acclaimed financial journalist, John Authers. With over 30 years of experience at the Financial Times and Bloomberg, John shares his expert insights on the year, including the resilience of the U.S. economy, the evolving battle against inflation, and the growing influence of geopolitics on markets. He reflects on t…

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An Interview with Alister Hibbert: Head of the Strategic Equity Team at BlackRock 42:20

1y ago42:20

42:20

In this episode, Luke Hyde-Smith interviews Alister Hibbert, Fund Manager and Head of BlackRock’s Strategic Equity Team, to explore his career journey, investment philosophy, and insights on the evolving equity landscape. Alister shares what sparked his passion for investing, the lessons he learned from influential mentors, and his approach to iden…

1
An Interview with Kathryn Porter: The future of global energy markets 45:57

1y ago45:57

45:57

In this episode, Luke Hyde-Smith is joined by Kathryn Porter, founder of independent energy consultancy and blog, Watt-Logic. Kathryn shares her perspectives on the UK's energy transition goals, particularly the ambitious target for net-zero emissions and the challenges that may impede progress. She discusses the viability of renewables, the potent…

1
An Interview with Eric Peters: Innovation and investment in a changing world 38:15

1y ago38:15

38:15

In this episode host Tom Saville sits down with Eric Peters, CEO and CIO of One River Asset Management and Coinbase Asset Management to discuss the economic forces shaping the future for investors. From fiscal challenges and market volatility to technological disruption and the evolving global landscape, Eric offers his expert insights on navigatin…

1
An Interview with John Emerson: Insights on the US Election 48:21

1y ago48:21

48:21

In this episode Luke Hyde-Smith and James Carter sit down with John Emerson, Vice Chair of Capital Group International and former U.S. Ambassador to Germany. They delve into the upcoming U.S. election, discussing the potential impact of a Trump or Harris presidency on policies ranging from tariffs to Ukraine. John shares his unique insights on glob…

1
An Interview with Financial Journalist Merryn Somerset Webb 42:28

1y ago42:28

42:28

In this episode, Luke Hyde-Smith hosts renowned financial columnist Merryn Somerset Webb, who shares her insights on inflation, private markets, and UK equities. They discuss Merryn's recent article advocating for a simplified British ISA, her views on shareholder engagement, and the broader implications of financial policy. Merryn also reflects on…

1
An Interview with James Heal: Investing for a decarbonised world 39:06

1+ y ago39:06

39:06

In this episode, Tom Saville and Luke Hyde-Smith sit down with James Heal, Chief Investment Officer at Transition Net Zero Advisers, to explore the cutting-edge world of decarbonisation and climate technology investments. James delves into the strategies behind Transition Net Zero Advisers, an investment advisory and asset management firm focused o…

1
An Interview with Pip Hare: Racing the Globe 36:19

1+ y ago36:19

36:19

In this episode, host Luke Hide-Smith interviews the remarkable Pip Hare, one of the few women to ever complete the Vendée Globe - a gruelling solo, non-stop and without assistance round-the-world sailing race. Pip shares her incredible journey to competing, discussing the physical and mental challenges, thorough preparation, and the importance of …

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#44 - Mid-Year 2024 Market and Retirement Plan Update w/ Todd Zempel 10:17

1+ y ago10:17

10:17

Welcome to the quarterly retirement plan update with Gordon Asset Management. In today's episode, Todd Zempel will recap the first half 2024 market performance and discuss the retirement plan provisions most likely to be adopted by plan sponsors according to PlanSponsor.com.

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An Interview with Marcus Phayre-Mudge: Opportunities in property 30:32

1+ y ago30:32

30:32

In this episode Luke Hyde-Smith sits down with Marcus Phayre-Mudge, Head of Property at Columbia Threadneedle Investments and manager of the TR Property Investment Trust. Marcus shares his insights on the current property market dynamics, the impact of interest rates, and the future opportunities in commercial real estate. He discusses the resilien…

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An Interview with Christian May: Media and the markets 35:06

1+ y ago35:06

35:06

In this episode of the Why Invest? podcast, hosts James Carter and Luke Hyde-Smith welcome Christian May, a media and communications expert with a notable background in journalism and corporate affairs. Christian shares his unexpected journey into journalism, his experiences as editor-in-chief of City AM, and insights into the evolution of media co…

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An Interview with Ben Goldsmith: Green investment and rewilding 37:43

1+ y ago37:43

37:43

In this episode Luke Hyde-Smith is joined by author, investor, and leading environmentalist, Ben Goldsmith. They discuss Ben's career, how he founded one of the early sustainability focused investment managers, WHEB Asset Management, then launched a dedicated green themed investment company, Menhaden Capital. Ben shares his passion for rewilding, e…

1
An interview with Bill Blain: Making sense of markets 30:18

1+ y ago30:18

30:18

In this episode hosts Luke Hyde-Smith and James Carter interview Bill Blain, renowned investor, author, and professor known for his daily newsletter ‘Blain's Morning Porridge.’ The discussion covers a range of topics, including Bill's market mantras, his views on Tesla, Bitcoin, and the importance of political competency in economic stability. They…

1
Prashant Khemka of White Oak Capital: Unlocking India's investment potential 37:45

1+ y ago37:45

37:45

In this episode Luke Hyde-Smith is joined by Prashant Khemka, Founder and Chief Investment Officer of White Oak Capital Management. White Oak was founded in 2017 and has grown to be the largest independent manager of Indian equities, with over $8,000,000 of assets under management. Prashant explains White Oak's investment philosophy, emphasising a …

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An Interview with Nick Jefferson: Founder and CEO of Wylde Market 29:36

1+ y ago29:36

29:36

In this episode Alexandra Buchan-Heelas and Tom Savile are joined by Nick Jefferson, Founder and CEO of Wylde Market, an online farmer’s market that delivers groceries to your door. They discuss the flaws in traditional food distribution systems and the exploitation of farmers by large supermarkets. Nick highlights his company's approach: an online…

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Victoria Stevens and Tineke Frikkee: A deep dive into the UK equity market 38:19

1+ y ago38:19

38:19

In this episode Luke Hyde-Smith is joined by Victoria Stevens, UK Equity Fund Manager at Liontrust and Tineke Frikkee, Head of UK Equity Research at Waverton. They discuss their careers to date, challenges of the UK equity market, and perspectives on investing and managing UK equity funds. They explain the impact of Brexit, political instability an…

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#43 - Q124 Retirement Plan Update w/ Todd Zempel 12:30

1+ y ago12:30

12:30

Welcome to the quarterly retirement plan update with Gordon Asset Management. In today's episode, Todd Zempel will recap the first quarter 2024 market performance, touch on retirement income, and discuss developments in fiduciary duties for group health plans.By Gordon Asset Management, LLC

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An Interview with Andy Scanlon: Co-Founder and CEO of VR Entertainment Ltd 15:51

1+ y ago15:51

15:51

In this episode we are joined by Andy Scanlon, Co-Founder and CEO of VR Entertainment Ltd, the UK and Ireland franchise for technology company, Sandbox VR. After a morning fighting zombies at the Sandbox venue in London, Andy sits down with host Tom Saville to discuss the growing trend of competitive socialising and the VR industry. Passionate abou…

1
An Interview with Chris Watling: CEO and Chief Market Strategist at Longview Economics 32:31

1+ y ago32:31

32:31

In this episode we are joined by Chris Watling, CEO and Chief Market Strategist at Longview Economics. Chris founded the firm in 2003 as an independent asset allocation and trading advisory firm. Chris discusses his career to date and why he left the security of a large firm to launch his own business. We look at his successful track record, what h…

1
An Interview with Professor Russell Napier: Understanding global monetary systems 48:42

1+ y ago48:42

48:42

This episode we have the pleasure of interviewing Professor Russell Napier, an independent financial market strategist, researcher and author specialising in issues impacting global equity markets. Amongst a long list of accolades, Russell co-founded ERIC, an online investment research platform and The Library of Mistakes, a non-profit library spec…

1
Private vs Public Assets: Part Two with Hartley Rogers, Executive Co-Chairman of Hamilton Lane 52:26

2y ago52:26

52:26

In this two-part mini-series, we are joined by two giants of the investment world to argue the merits of opportunities across public listed equity markets and the growing universe of unquoted private assets. This episode Hartley Rogers, Executive Co-Chairman of Hamilton Lane outlines his progression and experience in the industry to date. He explor…

1
Your questions answered: Mortgage rates, inflation, and market dynamics 16:35

2y ago16:35

16:35

In this episode, we are joined by Jeff Keen, Head of Fixed Income at Waverton. A veteran of bond markets, Jeff is the lead manager of the Waverton Sterling Bond Fund and Global Strategic Bond Fund but may be best known for his Masters Golf competition, The Jeff Keen Charity Challenge, which over the years has raised over £50,000 for charity. Switch…