Algy's guest in this episode is Kiril Sokoloff, who is Chairman and founder of 13D Research & Strategy.

Algy's guest in this episode is Edward Bonham Carter. Edward spent almost 30 years at Jupiter Asset Management, firstly as a fund manager and then Chief Investment Officer.

He was Chief Executive Officer from 2007-2014, during which time he steered the Company through an MBO in 2007 and its successful IPO in June 2010. Edward then became Vice Chairman from 2014 to 2021, when he stepped down from the Jupiter Board. After a year as Director of Stewardship and Corporate Responsibility, supporting the work of the CIO office and the Governance and Sustainability team, Edward left Jupiter in December 2022.Edward is Senior Independent Director at both Land Securities Group plc and ITV plc; Non-Executive Chairman of Netwealth Investments; and a Trustee of Esmée Fairbairn Foundation where he is also Chair of the Investment Committee.

Algy's guest this episode is Avinash Vazirani, Investment Manager, Investment Manager of the Indian Equities Strategy at Jupiter Asset Management.

Before joining Jupiter, Avinash was Managing Partner of Peninsular Capital Partners LLP, which he founded in 2005. Prior to this, he was CIO (South Asia and Africa) of BNP Paribas Asset Management. He was also CEO of GEM Dolphin Investment Managers from 1994 until its sale in 1997. He began his investment career in 1994.

Algy's guest in this episode is Ken Costa, who served as the Chairman of Lazard from 2007 to 2011.

Algy's guest in this episode is Peter Lawery, Co-Founder of the award winning Jupiter Merlin portfolios.

00:00:00 - Intro

00:00:36 - The U.S., Trump, Putin & Ukraine

00:05:49 - America's Going Bankrupt?

00:08:55 - Elon Musk & DOGE

00:12:09 - Trumps Methods to Drive Economic Growth

00:13:45 - Trumps Tariffs

00:15:41 - The U.S. Deficit

00:22:54 - Trumps Plans (incl. Canada & Greenland)

00:26:00 - Bond Markets

00:26:40 - U.S. Economy vs UK Economy

00:28:47 - Concerns on UK Politics and Economy

00:40:38 - Energy Policies (incl. Nuclear, Gas & Coal)

00:45:29 - UK State Pension. Is it Safe?

00:47:06 - Is Europe a Basket Case?

00:50:04 - Is it Worth Owning Gold in Your Portfolio?

00:52:48 - Bitcoin, Gold & Digital Currencies

00:57:14 - The Halving of Bitcoin & the Effect

01:01:16 - Closing Out & Disclaimer

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Hosted on Acast. See acast.com/privacy for more information.

Hosted on Acast. See acast.com/privacy for more information.