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Investment Ideas: Joachim Klement on investing basics, US gas stock, Plus500 and Literacy Capital
Listen now (30 min) | A "must" listen interview with strategist and economist Joachim Klement. A primer on basic investing as we discuss some basic principles of portfolio management
David Stevenson
Mar 15
2
Macro Monday: Yep, its SVB time...plus why dynamic asset allocation does work
I’d dearly like to avoid talking about SVB but I’m afraid I have no choice, if only because what happened speaks to my discussion about interest rates last week.
David Stevenson
Mar 13
1
2
The ESG investing debate plus weekend reading on Morlocks, China, hitting Mexico hard, crime and war
Listen now (39 min) | The second part of my discussion with Joachim Klement from Liberum on the vices and virtues of ESG investing. Plus lots of weekend reading on SJP, crime, and the New Humans
David Stevenson
Mar 17
2
Weekend reading: Two podcasts on moderation, two books on Russia absolutely worth reading, lots on China and a bumper…
Still struggling to find anything which makes me smile (!?!) but this week I do share some excellent new books and two podcasts.
David Stevenson
Mar 10
Most popular
Investment Ideas: Biotech opportunity
David Stevenson
9
3
Investment Ideas - In conversation on dividends and UK equities, performance update on ideas, a useful income funds list and time to buy into precious metals?
David Stevenson
,
Zuzanna Karbarz
,
Mark Mahaffey
, and
HindeSight Letters
1
4
New Year’s Predictions
David Stevenson
8
Investment Ideas: Shipping, Riverstone Credit, Poland, the Philippines, and Vietnam
David Stevenson
1
Investment ideas: Vietnam, healthcare and Chrysalis
David Stevenson
2
Monday Macro - market update, global valuations, and growth stocks charge ahead
David Stevenson
3
1
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Investment ideas : Greenwood exits MIGO, Alt Funds portfolio update plus how to buy into the chips sector
Another shorter set of ideas – markets are still looking toppy to me. Beyond that I look at the various fund options to buy into the semiconductor…
Mar 8
1
Monday Macro – Regime changes and 5%, plus the Chinese car giants are coming
Thinking through the investing scenarios if interest rates stay high for longer – what’s your view? Please do vote in my poll on likely scenarios!
Mar 6
3
2
Weekend Reading: Fintech, Rewilding, Tunisia, PE valuations
A weighty report on Fintech, why rewilding has massive practical challenges, and the Arab world embraces the Great Replacement Theory
Mar 3
Investment Ideas – Zero’s, EVs, Georgia and Uranium
Given that I am still fairly bearish I don’t have lots of new ideas this week, but I do have some notes on existing themes plus a new zero dividend…
Mar 1
1
Monday Macro – Markets get queasy, but long term equities are stll delivering the returns
The Credit Suisse Global Investment Returns Yearbook is back plus why we need to increase spending on Ukraine by a substantial quantum
Feb 27
3
Weekend reading - why we need to talk about eugenics, the Ukrainian meat grinder, and bringing back the DoDo
Plus attack of the kilelr Nimbys, the China pivot and deadly AI
Feb 24
2
Investment ideas: Vietnam, healthcare and Chrysalis
Listen now (32 min) | Adventurous in Conversation catches up with Craig Martin on Vietnam. Plus a new addition to my Alt Funds trading list and calling…
Feb 22
2
Monday Macro : A realist take on US equities, plus data globalisation and Japanese low wages
Maybe my take on US corporate earnings is too cynical. Markets looks average in terms of valuation if we assume only a slowdown
Feb 20
3
2
See all
Most popular
Investment Ideas: Biotech opportunity
David Stevenson
9
3
Investment Ideas - In conversation on dividends and UK equities, performance update on ideas, a useful income funds list and time to buy into precious metals?
David Stevenson
,
Zuzanna Karbarz
,
Mark Mahaffey
, and
HindeSight Letters
1
4
New Year’s Predictions
David Stevenson
8
Investment Ideas: Shipping, Riverstone Credit, Poland, the Philippines, and Vietnam
David Stevenson
1
Investment ideas: Vietnam, healthcare and Chrysalis
David Stevenson
2
Monday Macro - market update, global valuations, and growth stocks charge ahead
David Stevenson
3
1
See all popular
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