Investing, Markets & Money
The Armchair Trader Editor, Stuart Fieldhouse calls on his wealth of experience within the financial markets and extensive network of connections to bring you this investing podcast. Stuart invites guests on to the show each week to discuss important themes within the financial markets. His guests include CEO’s of listed companies from around the world, from micro cap stocks to large established businesses. He speaks with Fund Managers about stock picking and the markets in which they operate, and he chats with Market Analysts about a range of topics that offer a broader view of the markets as well as insight on topical themes and trends. Listen on SoundCloud, YouTube or wherever you get your podcasts.
Episodes
July 18, 2025 • 24 mins
Schroder Japan Trust is a London-listed investment trust that is focused on specific single stock opportunities within the larger Japanese equity market. It is an exciting time to be invested in Japan, with a cheap yen and the Japanese government pushing ahead with far-reaching reforms for listed companies.
On the podcast we talk to Schroder Japan lead fund manager Masaki Taketsume about running a best ideas portfolio in Japan. We...
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July 15, 2025 • 35 mins
In this episode of the Investing, Markets & Money podcast, we're diving into the surging commodities markets—with a spotlight on gold and silver—alongside Nitesh Shah, Head of Commodities and Macroeconomic Research at @WisdomTreeEurope .
🔑 Key topics covered:
Why gold prices surged to $3,500
How geopolitical risk and de-dollarisation are driving central bank gold buying
The silent gold accumulation by central banks—what they’re ...
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July 11, 2025 • 25 mins
In this episode of Investing, Markets & Money, we explore the growing energy challenges and opportunities across Sub-Saharan Africa. Stuart is joined by Ray Coyle from Energise Africa, a UK-based crowdfunding platform that connects everyday investors with impactful clean energy projects on the continent.
We dive into:
🔋 Why over 600 million people in Africa lack access to clean energy
☀️ The untapped solar power potential across ...
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July 1, 2025 • 28 mins
We are joined this week by Jigna Gibb to learn more about ETFS - specifically Commodities ETFs. Jigna is Head of Commodities and Crypto Index Products at Bloomberg and takes us through the growth of this type of investment, who is trading them and the latest trends.
We also discuss leveraged ETFs, which are less widely known in the UK than the US, how more people are taking short positions on ETFs, and lastly the friendlier regul...
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In this episode, we're diving deeper into the Majedie Investment Trust, with a special focus on a unique part of the portfolio — special investments.
Joining us is Arjun Menon from Marylebone Partners, the trust’s investment advisor. Arjun breaks down what special investments are, how they’re sourced, and why they play a crucial role in delivering high-conviction, high-return opportunities — all while maintaining the trust’s commi...
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Following the Canadian election we catch up with Jordan Zinberg, President & CEO of Bedford Park Capital to discuss the tariff wars, trends in the Canadian market, three of Jordan's favourite small and mid cap stocks and his post-election wishlist.
For more great investing ideas, news and insight, sign up to our FREE newsletter at www.thearmchairtrader.com/newsletter/
For stock tips and deeper company analysis get a free trial of...
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April 25, 2025 • 12 mins
On March 7, we tipped Tesla (TSLA) as a short opportunity when it was trading at $270, down sharply from its $488 post-election high. Since then, the stock has seesawed between $259 and $288, caught in a whirlwind of tariff uncertainty and market indecision.
Now, following Tesla's latest earnings, we're diving deep into what’s really driving the stock:
🔻 Why Tesla remains one of Wall Street’s most shorted stocks
🔥 How vandalism...
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April 4, 2025 • 21 mins
In this podcast, host Stuart Fieldhouse speaks with Fenix Resources Executive Chairman, John Welborn.
John talks about Fenix's simple mining extraction, transport logistics and port services. and their part in Western Australia exporting $60bn of iron ore to China. Stuart and John also discuss how iron ore prices have continued to perform well but given China's economic struggles, John gives his view on other areas that can sustai...
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April 4, 2025 • 31 mins
Stuart meets Richard Sennitt, fund manager of Schroder Oriental Income [LON:SOI] to discuss the Asia-Pacific outlook, how Asian companies pay dividends compared with US/UK firms, and what the future may hold for China and the greater region.
For more great investing ideas, news and insight, sign up to our FREE newsletter at www.thearmchairtrader.com/newsletter/
For stock tips and deeper company analysis get a free trial of Armcha...
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April 4, 2025 • 16 mins
With the financial markets taking a hit as Trump's 'Liberation Day' tarrifs take effect, The Armchair Trader team take a look at five stocks from the UK and Europe that have very little exposure to US tariffs.
Here's a link to our Defence Stocks podcast with Aneeka Gupta of WisdomTree - https://www.youtube.com/watch?v=mCVP_65vAiA
As mentioned in the show here's a link to our Podcast with Mark Segal of Gaming Realms - https://www....
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April 2, 2025 • 19 mins
On the podcast in this episode, host Stuart Fieldhouse chats with Aneeka Gupta, Director of Macroeconomic Research at WisdomTree about the health of the European Defence sector and how governmental spending is impacting on defence stocks.
For more great investing ideas, news and insight, sign up to our FREE newsletter at www.thearmchairtrader.com/newsletter/
For stock tips and deeper company analysis get a free trial of Armchair ...
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March 17, 2025 • 19 mins
India has been one of the hottest global markets for some time, outperfoming China. Podcast host Stuart Fieldhouse meets James Thom, co-manager of the abrdn New India Investment Trust [LON:ANII] to find out how he selects Indian stocks for his portfolio, how the economy will develop and if the Indian success story can continue.
For more great investing ideas, news and insight, sign up to our FREE newsletter at www.thearmchairtrade...
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There has been a lot of talk about the blockchain and how much of a game-changer it is going to be in the technology space, affecting all our lives. But what is blockchain, and how do investors access those growth dynamics?
In this podcast, host Stuart Fieldhouse chats to Blake Heimann, senior associate for quantitative research at WisdomTree, about the current trends and innovations in blockchain.
On the podcast we discuss how ...
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February 20, 2025 • 22 mins
Host Stuart Fieldhouse meets Steve Kesler, Executive Chairman of CleanTech Lithium [LON:CTL] to discuss the growth in global lithium demand from battery storage, the company's Chilean projects and the new share offer for investors.
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If you enjoy the podcast, like and subscribe for more great content.
Listen on:
Spot...
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February 16, 2025 • 40 mins
Host Stuart Fieldhouse meets Ross Driver of Foresight Solar Fund [LON:FSFL] which invests in UK and global solar energy projects. They discuss the kinds of assets managed by the fund, battery storage infrastructure, and planning restrictions.
The fund balances the twin objectives of growth and income - how does it do that, and how important are electricity prices to the fund's performance?
For more great investing ideas, news an...
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February 9, 2025 • 28 mins
In this episode, host Stuart Fieldhouse speaks with Chris Doornbos of E3 Lithium about demand for lithium, how direct lithium extraction works, using Alberta's legacy of oil drilling knowledge and infrastructure, and why E3 makes such an attractive case for a strategic partner.
Watch the video of the interview on our YouTube channel.
www.youtube.com/@armchairtrader
For more investing ideas, news and insight, sign up to our FREE n...
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February 2, 2025 • 17 mins
Host Stuart Fieldhouse speaks with Gavin Ferrar of London-listed Central Asia Metals [LON:CAML] about CAML's mining projects in Kazakhstan and Macedonia. How do tailings projects work, how is sustainability managed and what are CAML's future growth plans.
For more investing ideas, news and insight, sign up to our FREE newsletter at https://www.thearmchairtrader.com/newsletter/
If you enjoy the podcast, like and subscribe for mor...
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January 23, 2025 • 20 mins
In the episode of the podcast, host Stuart Fieldhouse speaks with Ross Allister of Peel Hunt about the state of the mining sector in the UK, the difficulties that junior miners can face accessing capital and where investors might look for growth areas, whether lithium, hydrogen, silver or otherwise.
You can watch the video of the interview on our YouTube channel.
www.youtube.com/@armchairtrader
For more investing ideas, news and ...
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January 22, 2025 • 26 mins
Host Stuart Fieldhouse meets Martin Connaghan, co-manager of the Murray International Trust. Murray International, listed in London and acquired by abrdn in 2001, is regarded as a sector leader in terms of the dividend yield it is able to deliver to investors.
But how does a fund manager go about achieving such great results? Stuart talks to Martin about his allocation to emerging markets and how that fits into the Murray Internat...
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January 10, 2025 • 10 mins
In this brief episode, host Stuart Fieldhouse speaks with Dan Blondal of Nano One Materials about China's new trade restrictions on LFP (Lithium-Iron-Phosphate).
This move may well impact Nano One positively, since China supplies 99% of the world's LFP market, and Nano One is one of the few ex-China manufacturers.
For more great investing ideas, news and insight, sign up to our FREE newsletter at www.thearmchairtrader.com/newslet...
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