Thematic investing for 2030
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30 September is International Podcast Day. With roots back to the 1980s and described as audio-blogging or radio for nerds, podcasts – a portmanteau of ‘iPod’ and ‘broadcasting’ – really started to gain traction in the early 2000s.
George W. Bush was the first US President to use them for his weekly addresses in 2005 and today, with shows about all sorts of things from horse racing to music and comedy, there’s something for everyone – Bernie Sanders, Snoop Dogg and FundCalibre, we’re all at it!
Designed to bring investments to life, our ‘Investing on the Go’ podcast was launched in May 2019 under very different circumstances.
Our first interview was in a restaurant with James Thomson, manager of Rathbone Global Opportunities fund, just before he hosted a dinner for 40 people. 85 guests, 95 episodes and 17,000 listens later and today we’re conducting virtual interviews via Zoom.
To celebrate International Podcast Day we asked Investing on the Go listeners to let us know which have been their favourite episodes so far. Here’s the ones they chose and examples of why:
1. Episode 92, LF Blue Whale Growth: Why I won’t touch the likes of Zoom or Uber
“I’d recently started investing in the fund, so the interview was timely and interesting. I thought the information given by the manager was interesting and useful.”
2.Episode 90, VT Downing Unique Opportunities: A baptism of fire and lure of addictive hobbies
“I was aware of this fund’s launch, but it was useful to hear more about the fund and I thought she explained the process in a very clear, common sense way, so much so in fact I’m going to look to invest.”
3. Episode 89, Janus Henderson UK Absolute Return: Ditching travel companies and buying boring utilities
“I appreciated the manager’s honestly when discussing his thought process and dealings in the lead up the pandemic. It was not only an interesting listen, but refreshingly open.”
4. Episode 79, AXA Framlington UK Mid Cap: Why the FTSE 250 is more international than you think
“I’d been putting off investing in what appear to be UK focus funds because I think it will take a long time for the UK economy to recover. It was useful to understand that I’m getting international opportunities too within the FTSE 250.”
5. Episode 88, Merian Gold & Silver: Can the price of gold rise as high as $3,000?
“The manager is one of the most enthusiastic metal investors one can come across. He’s a high convection manager with a no nonsense approach. It’s a good listen: clear, simple and from a great investor.”
And wondering which podcasts have had the most listens?