エピソード

  • E23 - Making 1600% return, investing in Chinese companies & why to not chase sexy trends, with David Stevenson
    2021/04/06
    In this episode, I am joined by David Stevenson, an experienced investment commentator and writer, with a passion for media and technology. David writes for a number of leading publications including The Financial Times, where he is a columnist, the Investors Chronicle, Money Management and trade newspaper Investment Week, where he’s the contrarian columnist.  Links David's Twitter: @advinvestor David's website: http://www.adventurousinvestor.com/ Books: https://www.amazon.co.uk/David-Stevenson/e/B001HPPK2U?ref=dbs_a_def_rwt_bibl_vu00_i1 Episode summary: Intro (01:28), How did you get into investing? (04:17), How the youth of today can be real investors? (08:18), Riding your winners, cutting your losses and the importance of rebalancing (14:32), Thoughts on how we should invest in Chinese companies? (17:31), Your 1600% return investment (22:29), Are ESG investments here for the long term? (28:48), What career advice for a recent graduate in the current climate (33:14). Twitter: @FinancialSon Email: financialfatherandson@gmail.com
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    39 分
  • E22 - Managing a fund, leading a team & being a university student, with Matei Vlad
    2021/03/24

    In this episode, I am joined by Matei Vlad, the president of the UCL Investment Society. Some of the topics discussed include:

    • Transitioning to a post-covid university experience
    • Job searching in 2021
    • The UCLIS fund thesis
    • Matei's take on the current market
    • Advice to your first-year self

    Episode summary: Who is Matei? (00:30), The transition as a university student during the C-19 pandemic (01:41), How has your job search changed during the C-19 pandemic? (06:33), UCL Investment Society (10:34), Leadership skills learnt being the president of the UCLIS (12:08), The investment thesis for the UCLIS fund (15:20), Best moments for the UCLIS fund in 2020-21 (19:04), Key pieces of advice a first-year student should take onboard (24:56), Outro (32:50).

    Links

    • Matei's Linkedin: https://www.linkedin.com/in/matei-vlad/?originalSubdomain=uk
    • UCL Investment Society: https://www.linkedin.com/company/uclu-investment-society/

    Twitter: @FinancialSon

    Email: financialfatherandson@gmail.com

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    34 分
  • E21 - Be ESG Compliant or Get Cancelled
    2021/03/15

    In this episode, I discuss what ESG (Environmental, Social and Governance) Investing is and why it is important but can be used for marketing purposes by fund managers.

    Links

    • CNBC ESG Report: https://www.youtube.com/watch?v=OQ1cliM0b0Q
    • Morningstar article: https://www.morningstar.co.uk/IntroPage.aspx?site=uk&backurl=https%3A%2F%2Fwww.morningstar.co.uk%2Fuk%2Fnews%2F204080%2Fbest-and-worst-esg-funds-of-2020-so-far.aspx
    • All-In Podcast: https://www.youtube.com/channel/UCESLZhusAkFfsNsApnjF_Cg

    Episode Summary: Market update and the reason for the recent sell-off (00:41), The history of ESG Investing (05:33), The 3 group of people who drive ESG Investing (12:44), Top-performing ESG funds (17:35).

    Twitter: @FinancialSon

    Email: financialfatherandson@gmail.com

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    23 分
  • E20 - Why Tesla Will Keep Going Up?
    2020/12/16

    In this episode, I discuss why the Tesla stock price will likely keep increasing and a general update on what I have been up to with final-year University and my other projects.

    Links

    • Vaccine shipments begin: https://apnews.com/article/coronavirus-pandemic-united-states-d4525c56fd2606f1c0dae46ac3c96405
    • Fund manager makes a bad call to short Tesla: https://masterinvestor.co.uk/funds-and-investment-trusts/without-a-clunie-the-fund-manager-who-shorted-tesla-is-shown-the-door/

    Contact Us

    • Twitter: @FinancialSon
    • Email: FinancialFatherandSon@gmail.com

    Episode Summary:  Intro (00:12),  Jay's update since the last upload (00:40),  Thoughts on the vaccine (10:52), Tesla talk (13:32).

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    18 分
  • E19 - The £9,250 Debate
    2020/10/06

    In this episode, I discuss the argument of whether UK university students should be given a discount on their tuition fees for the 20/21 academic year due to it being delivered mostly online.

    Links

    • University of Manchester 2018/19 Financial Statement (Page 16): https://www.shorturl.at/anv13
    • Student Living Costs in the UK 2020: https://www.savethestudent.org/money/student-budgeting/what-do-students-spend-their-money-on.html
    • Open University: http://www.open.ac.uk/

    Contact Us

    • Twitter: @FinancialSon
    • Email: FinancialFatherandSon@gmail.com

    Episode Summary: Intro (00:11), Are students being educated any less being fully online? (01:15), Is the in-person university experience still available? (06:23), Are universities making any savings with classes being online? (07:26), Are students making a saving with classes being online? (13:57), My experience with my university education being fully online (18:50), The people that benefit from online university (20:56), Outro (23:03).

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    24 分
  • E18 - Autonomous Cars Cannot Exist
    2020/09/29

    In this episode, I discuss car manufacturer reliability, a fully autonomous car road network and why ridesharing is the long term solution for major cities.

    Mentioned links:

    • WhatCar.com Survey: https://www.whatcar.com/news/2020-what-car-reliability-survey-brands/n20069
    • Average Running Cost of Car: https://www.nimblefins.co.uk/average-cost-run-car-uk
    • Lyft Founder Interview: https://podcasts.google.com/?feed=aHR0cHM6Ly9mZWVkcy5ucHIub3JnLzUxMDMxMy9wb2RjYXN0LnhtbA&ep=14&episode=MTRhY2VhYTQtNDQ3YS00OWRjLTk5NGYtYTI2YTVjNTU2YzQy
    • Telsa Fully Autonomous Driving (Similar video to what I mentioned): https://www.youtube.com/watch?v=tlThdr3O5Qo

    Connect with us:

    • Twitter: @FinancialSon
    • Email: FinancialFatherandSon@gmail.com

    Episode Summary: Update on FinCEN files leak information (00:50), Most unreliable car manufacturer 2020 (04:57), My families experience with Jaguars (08:04), Car finance/stock market arbitrage (10:00), My experience with London public transport (11:56), Ridesharing services are efficient modes of transport (16:05), Ridesharing services adapting to a fully autonomous driving road network (20:37), Outro (25:41).

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    26 分
  • E17 - TikTok Deal is Bad News for American Companies
    2020/09/22

    In this episode, I discuss The Social Dilemma,  the Oracle/TikTok deal, and the FinCEN files leak. I discuss a variety of points regarding these topics, including:

    • Why the Oracle/TikTok deal is not good for the United States.
    • What we know so far about the FinCEN files leak.

    Links:

    • The Social Dilemma on Netflix: https://www.netflix.com/title/81254224
    • World's Most Wanted on Netflix: https://www.netflix.com/title/81013210
    • Chamath talk at Stanford: https://www.youtube.com/watch?v=PMotykw0SIk
    • FinCEN files leak: https://www.bbc.com/news/uk-54226107

    Contact us:

    • Twitter: @FinancialSon
    • Email: FinancialFatherandSon@gmail.com

    Episode summary: Intro (00:11), The Social Dilemma on Netflix (01:21), My view on the Oracle/TikTok deal (09:37), The FinCEN files leak by Buzzfeed (15:20), Outro (21:40).

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    22 分
  • E16 - Student Loan Crisis and SPACs
    2020/09/15

    In this episode, I discuss Special Purpose Acquisition Companies (SPACs) and the student loan crisis. I discuss a variety of points regarding these topics, including:

    • Could the government pay for your university education?
    • Should we limit to how much debt students can accumulate?
    • Traditional IPO vs. SPACs

    Links:

    • My First Million Podcast: https://podcasts.apple.com/us/podcast/my-first-million/id1469759170
    • What is a SPAC: https://medium.com/@saileshpatnala/the-revival-of-spacs-44d7209f4651
    • Chamath Palihapitiya: @Chamath
    • Money Saving Expert Martin Lewis 'Student Loans Decoded': https://www.youtube.com/watch?v=mO_rAsMuAlM&t=713s

    Note: I mistakenly mention the Student Loans Company (SLC) being in England only. SLC is across all U.K. countries.

    My Twitter: @FinancialSon

    Episode Summary: Intro (00:11), What are SPACs? (00:43), Where does the money raised by a SPAC go initially? (04:16), Traditional IPO vs. SPAC (05:25), What do I think of SPACs (07:09), Student loan crisis (09:07), How do UK students pay back student loans? (11:37), What if the government makes university free? (16:03), Limit how much debt you can accumulate as a student? (17:08), Summary (19:05).

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    21 分