Episodes

  • s01e14 - Investing Made Simple: Dominic Frisby’s Take on Wealth, Bitcoin, and Gold
    Nov 8 2024

    Dive into an eye-opening episode of the Intelligent Wealth Podcast, where Tony Byrne, Managing Director of Minerva Money Management, chats with Dominic Frisby—financial writer, comedian, and the unique voice bridging finance and comedy in the UK. In this episode, Dominic shares his approach to investing, balancing humor with serious insights on Bitcoin, gold, and long-term wealth strategies. Whether you’re curious about cryptocurrency, precious metals, or finding a simpler investment approach, Dominic’s stories and strategies offer fresh perspectives for every finance enthusiast.

    Episode Highlights:

    • Dominic’s journey from comedy stages to becoming a well-known financial writer, with contributions to MoneyWeek and his blog, "The Flying Frisbee."
    • The “Dolce Farniente” approach to investing, where less intervention can often be more effective.
    • Insights on the benefits of holding both Bitcoin and gold for portfolio diversity and long-term security.
    • Economic views on fiat currency, the UK economy, and the reasons for holding protective assets.
    • Plus, hear about Dominic’s upcoming live comedy show at the Museum of Comedy, exploring the humor in the history of mining!
    Follow Dominic’s insights on "The Flying Frisbee" blog or catch him live on October 10th for a finance-meets-comedy experience.


    Links Mentioned:

    • Dominic Frisby’s Sub-stack Blog: The Flying Frisbee
    • Museum of Comedy Show on October 10: A night of finance and laughs you won’t want to miss!

    Disclaimer:
    The value of investments can rise as well as fall. You may not get back the full amount you invested. The views stated in this podcast are purely personal opinions, not advice. You should always consult a professional for investment advice.


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    Produced by GR Media - https://grmediamarketing.com/

    Music from #Uppbeat (free for Creators!):

    https://uppbeat.io/t/abbynoise/night-thunder

    License code: C4BIIEC6POGUQVDJ

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    18 mins
  • s01e13 - Mastering Value Investing: Is the UK Market a Bargain?
    Oct 25 2024

    Welcome to the second series of the Intelligent Wealth Podcast!

    In this episode, Tony Byrne, Managing Director of Minerva Money Management, joins Awet Ghirmay and Carl Roberts to explore the fundamentals of value investing and the latest developments in the financial markets.

    What you’ll learn in this episode:

    • UK Stock Market Opportunities: Carl dives into recent takeover bids for UK companies like Rightmove and Hargreaves Lansdown, questioning whether these trends reveal a bargain UK stock market.
    • The AI Bubble Explained: Tony compares the current AI bubble to the dot-com era, focusing on the rapid rise of Nvidia and whether we’re facing another tech market bust.
    • The US-China Chip War: Awet analyzes the tech rivalry between the US and China, highlighting the importance of semiconductors and how the US Chip Act is influencing the global economy.
    • Value Investing Breakdown: Discover how to identify undervalued companies, with real examples like PayPaland Micron Technology, and why these companies present potential investment opportunities.

    Recommendations:

    • Zero to One by Peter Thiel: Awet recommends this book for its insights on innovation and creating groundbreaking businesses.
    • Where the Money Is by Adam Cecil: Carl suggests this read for a fresh approach to value investing in today’s digital landscape.

    Whether you're a seasoned investor or just starting out, this episode is packed with actionable tips and insights to help you refine your investment strategy.

    Links Mentioned:

    • Contact us for one-page summaries of companies like PayPal and Micron Technology.
    • Visit Minerva Money Management: https://minervamoneymanagement.co.uk

    Disclaimer:
    The value of investments can rise as well as fall. You may not get back the full amount you invested. The views stated in this podcast are purely personal opinions, not advice. You should always consult a professional for investment advice.


    --------------------------------

    Produced by GR Media - https://grmediamarketing.com/

    Music from #Uppbeat (free for Creators!):

    https://uppbeat.io/t/abbynoise/night-thunder

    License code: C4BIIEC6POGUQVDJ

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    45 mins
  • s01e12 - Revolutionising Payments with Kevin Ludford
    Oct 11 2024

    In this episode of the Intelligent Wealth Podcast, Tony Byrne, Managing Director of Minerva Money Management, sits down with Kevin Ludford, the founder of FumoPay, a groundbreaking British fintech company. Kevin shares his inspiring entrepreneurial journey from working-class roots to launching a successful fintech startup that's reshaping the way businesses and consumers handle payments.

    Tune in as they discuss the growing impact of open banking on the financial industry, how FumoPay is eliminating friction with its pay-by-bank solution, and how it's helping businesses improve cash flow with instant payments. Kevin also dives into the importance of customer service, the future of fintech, and FumoPay’s exciting plans for international expansion.

    Key Topics:

    • Kevin’s journey from sales to fintech entrepreneur
    • The innovation behind FumoPay’s pay-by-bank solution
    • How businesses can benefit from faster, more secure payments
    • Open banking’s role in shaping the future of finance
    • The importance of customer trust and transparency in business

    Whether you're a business owner, fintech enthusiast, or budding entrepreneur, this episode is packed with valuable insights on how technology is transforming financial services.

    Disclaimer:
    The value of investments can rise as well as fall. You may not get back the full amount you invested. The views stated in this podcast are purely personal opinions, not advice. You should always consult a professional for investment advice.


    --------------------------------

    Produced by GR Media - https://grmediamarketing.com/

    Music from #Uppbeat (free for Creators!):

    https://uppbeat.io/t/abbynoise/night-thunder

    License code: C4BIIEC6POGUQVDJ

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    43 mins
  • s01e11 - Warren Buffett's Big Apple Sell-Off, AI Hype & Next-Gen Internet
    Sep 27 2024

    In this episode of the Intelligent Wealth Podcast, Tony Byrne, Managing Director of Minerva Money Management, is joined by Awet Germay and Carl Roberts to explore crucial topics in investing, market trends, and the future of technology.

    Key Highlights:

    • Warren Buffett's Apple Stock Sale: Carl breaks down Warren Buffett’s surprising decision to sell 50% of his Apple holdings and what this means for long-term investors.
    • AI and Semiconductor Industry: Is AI the next big thing or just another hype bubble? Tony and Awet discuss whether the current AI boom mirrors the dot-com bubble, and how semiconductor companies like Nvidia are positioned for the future.
    • Market Volatility: Awet and Carl explore the recent sell-offs in global markets, discussing leverage risks, automated trading, and how investors can stay calm amidst market turmoil.
    • Next-Generation Internet: The team dives deep into the future of Web3, blockchain, and the evolving role of big tech in shaping the internet’s future.

    Featured Recommendations:

    • The Changing World Order by Ray Dalio: A deep dive into why nations rise and fall over time, and the lessons this offers investors today.
    • The Joy of Compounding by Gautam Baid: Tony’s pick for investors seeking to enhance their understanding of long-term wealth creation.

    Tune in to gain valuable insights into the future of technology, investing strategies, and the importance of staying informed in today’s dynamic financial world.

    Disclaimer:
    The value of investments can rise as well as fall. You may not get back the full amount you invested. The views stated in this podcast are purely personal opinions, not advice. You should always consult a professional for investment advice.


    --------------------------------

    Produced by GR Media - https://grmediamarketing.com/

    Music from #Uppbeat (free for Creators!):

    https://uppbeat.io/t/abbynoise/night-thunder

    License code: C4BIIEC6POGUQVDJ

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    40 mins
  • s01e10 - Building Wealth Through Quality Investing with Pieter Slegers
    Sep 13 2024

    Welcome to this insightful episode of the Intelligent Wealth Podcast! Join Tony Byrne, Managing Director of Minerva Money Management, as he interviews Pieter Slegers, founder of Compounding Quality. In this deep dive, Pieter shares his investment journey, from starting at the age of 14 to building a thriving platform focused on quality investing.

    Key Highlights:

    • Pieter’s early lessons in investing and how a 60% loss turned into his best learning experience.
    • The power of long-term thinking, integrity, and skin in the game in the world of investing.
    • Why Pieter opted for a subscription-based model over launching a fund, and his future plans for creating an equity fund.
    • The importance of constant learning, reading, and mentoring for personal and professional growth.
    • The value of a thoughtful, principled approach to investing, with insights on how to navigate the stock market.

    Pieter also discusses his passion for quality investing, how he built a community of nearly 290,000 subscribers, and his philosophy of always doing the right thing for investors.

    If you're passionate about long-term wealth creation, personal development, and the world of stock investing, this episode is a must-watch!

    #QualityInvesting #CompoundingQuality #PieterSlegers #StockMarket #WarrenBuffett #InvestmentPhilosophy #WealthBuilding #MinervaMoneyManagement

    Disclaimer:
    The value of investments can rise as well as fall. You may not get back the full amount you invested. The views stated in this podcast are purely personal opinions, not advice. You should always consult a professional for investment advice.


    --------------------------------

    Produced by GR Media - https://grmediamarketing.com/

    Music from #Uppbeat (free for Creators!):

    https://uppbeat.io/t/abbynoise/night-thunder

    License code: C4BIIEC6POGUQVDJ

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    41 mins
  • Ep.09 - Renewable energy
    Aug 30 2024

    Welcome to Episode 9 of the Intelligent Wealth Podcast!

    Join Tony Byrne, Managing Director of Minerva Money Management, along with fellow director Carl Roberts and Head of Research Awet Girmay, as they dive into the critical topics of renewable energy, global economic trends, and investment strategies. This episode explores the future of energy, the challenges in the market, and how investors can navigate the complexities of the modern financial landscape.

    Highlights:
    Market Update:

    Mind the Gap: Carl discusses the fascinating gap between fund returns and investor returns in the US ETF market, and what it means for long-term investors.

    UK Stock Market Changes: An analysis of the FCA's proposed changes to UK stock market listing rules and their potential impact on attracting global companies.

    Main Topics:
    The Future of Renewable Energy: Explore the staggering statistics on global energy reliance on fossil fuels and the untapped potential of renewable energy, including insights into nuclear power and emerging technologies.

    Investment in Renewable Companies: Learn about the specific companies that are leading the way in renewable energy, including those in the YFS Intelligent Wealth Fund.
    Global Economic Insights:

    Risks of Global Conflict: Awet shares insights on the rising geopolitical tensions and how they could impact global markets and investment strategies.

    World War and Stock Markets: Discover how historical conflicts have impacted stock markets and what investors should consider in the face of current global risks.
    Recommendations:

    The Art of War: Tony recommends this classic book for its insights into strategy and decision-making, particularly in the context of modern geopolitical tensions.

    Nomad Capitalist by Andrew Henderson: Carl discusses this insightful book on how to legally reduce your tax bill and live a global lifestyle.

    The Price of Time Podcast: Awet shares insights from this episode of The Investors Podcast on the dangers of low interest rates and their long-term effects on the economy.

    Minerva Money Management Website: https://minervamoneymanagement.co.uk

    Don't forget to like, subscribe, and leave a review on Apple Podcasts to help us reach more serious investors like you! Stay tuned for more episodes featuring high-profile guests and deep dives into the world of investments.

    Disclaimer:
    The value of investments can rise as well as fall. You may not get back the full amount you invested. The views stated in this podcast are purely personal opinions, not advice. You should always consult a professional for investment advice.


    --------------------------------

    Produced by GR Media - https://grmediamarketing.com/

    Music from #Uppbeat (free for Creators!):

    https://uppbeat.io/t/abbynoise/night-thunder

    License code: C4BIIEC6POGUQVDJ

    Show more Show less
    41 mins
  • s01e08 - Fintech Insights with Tim Levene
    Aug 16 2024

    Welcome to Episode 8 of the Intelligent Wealth Podcast!

    Join Tony Byrne, Managing Director of Minerva Money Management, as he sits down with Tim Levene, CEO of Augmentum Fintech, the UK’s only publicly listed FinTech investment company. In this episode, they delve deep into the evolution of the UK FinTech market, the challenges and opportunities in venture capital, and Tim’s entrepreneurial journey from founding Betfair to leading Augmentum.

    Highlights:

    The Rise of UK FinTech:

    UK FinTech Market: Tim discusses the undervaluation of the UK technology market and the bright future of London as a global FinTech hub.
    Building Ecosystems: Learn how the success of companies like Betfair has laid the groundwork for future UK tech giants.
    Tim Levene’s Journey:

    Entrepreneurial Insights: Tim shares his experiences from starting his first juice bar chain to building Betfair and eventually Augmentum Fintech.
    Lessons from Betfair: Discover the critical lessons learned from Betfair’s success with limited capital and the importance of execution in startups.
    Investment Strategies:

    Augmentum’s Vision: Explore why Tim chose the unique structure of an investment trust and how Augmentum aims to democratize access to venture capital.
    Future of FinTech: Tim and Tony discuss the future of the UK FinTech industry and how it can continue to thrive in a post-Brexit world.
    Personal Insights:

    Work-Life Balance: Tim shares how he balances his busy life as a CEO, public servant, and father, including his love for Chelsea FC.
    Disclaimer: This podcast is for informational purposes only and does not constitute financial advice. Always consult with a professional advisor before making any investment decisions.

    Minerva Money Management Website: https://minervamoneymanagement.co.uk

    Don't forget to like, subscribe, and leave a review to help us bring you more insightful content! Stay tuned for more episodes featuring top industry leaders in the world of finance and technology.

    Disclaimer:
    The value of investments can rise as well as fall. You may not get back the full amount you invested. The views stated in this podcast are purely personal opinions, not advice. You should always consult a professional for investment advice.


    --------------------------------

    Produced by GR Media - https://grmediamarketing.com/

    Music from #Uppbeat (free for Creators!):

    https://uppbeat.io/t/abbynoise/night-thunder

    License code: C4BIIEC6POGUQVDJ

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    43 mins
  • s01e07 - Automation & Robotics
    Aug 2 2024

    Welcome to Episode 7 of the Intelligent Wealth Podcast!

    Join Tony Byrne, Managing Director of Minerva Money Management, along with Head of Research Awet Ghirmay and Director Carl Roberts, as they dive into the future of investments, automation, and AI.

    Highlights:

    Personal Updates:

    • Coaching Little League: Carl shares his new adventure of coaching his son's football team and the challenges that come with it.
    • Euro 2024 Insights: Awet discusses his thoughts on the ongoing Euro 2024 and England's performance.

    Main Topics:

    • Automation & Robotics in Investing: Tony, Carl, and Awet explore the growing influence of automation and robotics in various sectors, including AI advancements and their impact on efficiency.
    • Concentrated Portfolios: The team debates the benefits and risks of maintaining a concentrated investment portfolio versus diversification.

    Investment Insights:

    • AI & Cloud Investments: Awet highlights the significance of investing in AI and cloud services, with companies like Google and Microsoft leading the charge.
    • Ocado's Automated Warehouses: Discussion on Ocado's cutting-edge automated warehouses and the financial challenges they face.

    Tips & Recommendations:

    • Breathing Techniques for Stress Reduction: Awet shares the importance of proper breathing techniques for health and stress management.
    • Portfolio Visualizer Tool: Carl introduces a powerful tool for backtesting and optimizing investment portfolios.

    Disclaimer: This podcast is for informational purposes only and does not constitute financial advice. Always consult with a professional advisor before making any investment decisions.

    Minerva Money Management Website: https://minervamoneymanagement.co.uk

    Don't forget to like, subscribe, and leave a review on Apple Podcasts to help us reach more serious investors like you! Stay tuned for our next episode featuring high-profile guests from the investment world.

    #Investment #AI #Automation #FinTech #WealthManagement #IntelligentWealthPodcast

    Disclaimer:
    The value of investments can rise as well as fall. You may not get back the full amount you invested. The views stated in this podcast are purely personal opinions, not advice. You should always consult a professional for investment advice.


    --------------------------------

    Produced by GR Media - https://grmediamarketing.com/

    Music from #Uppbeat (free for Creators!):

    https://uppbeat.io/t/abbynoise/night-thunder

    License code: C4BIIEC6POGUQVDJ

    Show more Show less
    38 mins