20 results found

22 October 2021

All that Glitters...

In Episode 16, Paul and Ned Naylor-Leyland of Jupiter Asset Management discuss investing in gold and…

06 October 2021

Healthcare after the Pandemic

In Episode 15, Part 2 Paul & Paul Major from BB Healthcare Trust discuss global healthcare, post…

29 September 2021

Healthcare after the Pandemic

In Episode 15, Part 1 Paul & Paul Major from BB Healthcare Trust discuss global healthcare, post…

22 September 2021

What about Japan?

In Episode 14, Paul and Tim discuss the merits of investing in Japan…

08 September 2021

Investing in the UK

In Episode 13, Paul talks to Paul Marriage Co-Founder of Tellworth Investments…

27 August 2021

Investing in Asia

In Episode 12, Paul talks to Tom Naughton from Prusik Investment Management on what to consider when…

11 August 2021

Investing in the US

In Episode 11, Paul talks to Robin Milway, CEO of Arbrook Investors on the opportunities and…

02 August 2021

A Stock Market Review with Simon King, CIO

In Episode 10, Paul and Simon look back over the last few months, to understand why stock markets…

07 July 2021

Investing in Global Equities with Tim Gregory

In Episode 9, Paul Dixey chats to Tim Gregory - Senior Fund Manager of the Vermeer Global Fund.…

22 June 2021

How Netflix crushed traditional TV - Part 2

In Episode 8 Part 2, we discuss the future for Netflix and the competitive threats from other…

11 June 2021

How Netflix crushed traditional TV - Part 1

In Episode 8 Part 1, we look back at how Blockbuster made a huge mistake in not buying Netflix and…

03 June 2021

What is wrong with Big Pharma? - Part 2

In Episode 7 Part 2, the two Simons and Tim continue their discussions with Paul and look at the…

24 May 2021

What is wrong with Big Pharma? - Part 1

In Episode 7 Part 1, we look beyond Covid-19. The two Simons and Tim talk to Paul about: the issues…

14 May 2021

Investing in Luxury and the Consumer - Part 2

In Episode 6 Part 2, Tim and Alastair join Paul again to discuss the difficult political balancing…

07 May 2021

Investing in Luxury and the Consumer - Part 1

In Episode 6 Part 1, we put handbags and gladrags under the microscope and the performance of luxury…

21 April 2021

The Art of Investment Podcast: Banking on a Future?

In Episode 5, Paul Dixey, Tim Gregory and Simon King look back to the catastrophic days of the Great…

09 April 2021

The Art of Investment Podcast: The Energy Revolution

In Episode 4, Paul Dixey talks to Charlie Todd and Tim Gregory about the Energy Revolution, covering…

29 March 2021

The Art of Investment Podcast: Is this the Great Rotation?

In Episode 3, Paul Dixey talks to Simon King and Tim Gregory about the value/growth conundrum…

12 March 2021

The Art of Investment Podcast: The New Digital Gold?

In Episode 2, Paul Dixey talks to Simon King & Tim Gregory about the rise of Bitcoin and how to…

26 February 2021

The Art of Investment Podcast: Should we worry about inflation

In this first episode, Paul Dixey talks to Simon King, CIO of Vermeer Partners and Tim Gregory, Fund…

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