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Back of the NAV

Back of the NAV

Hosted by PA+

Episodes

55

Latest episode

Jul 2025

Language

EN-GB

About the show

Hosted by Adam Lewis and Julian Marr

Listen to episodes

55 recent
July 22, 2025Episode 2143 min

Back on the NAV Season 2: Episode 21

After two years, 55 episodes, too many Saturday mornings and not enough points, the BotNAV co-managers reach the end of the experiment.

May 30, 202532 min

Back of the Net Asset Value Season 2: Episode 20

With the season over, the BotNAV co-managers crown the first ever champion of the Back of the Network league and reflect on a difficult second season for the portfolio

May 16, 2025Episode 1950 min

Back of the Net Asset Value Season 2: Episode 19

With two weeks left to go of the season, the BotNAV co-managers welcome back guest Chelsea Financial Services and FundCalibre MD Darius McDermott, and report themselves to the FCA for a portfolio mishap.

April 30, 202528 min

Back of the Net Asset Value Season 2: Episode 18

With the decision to play two chips in two weeks paying off, the BotNAV co-managers begin to dream of a first-quartile finish

April 15, 2025Episode 1731 min

Back of the Net Asset Value Season 2: Episode 17

Ahead of 'leveraging' their bench boost, the BotNAV managers console themselves that, while they may not have much a strategy, boy, can they stick to it

March 18, 202528 min

Back of the Net Asset Value Season 2: Episode 16

The BotNAV co-managers cover the main discussion points of the last two gameweeks, including the attractions of a concentrated portfolio - also known as 'not being able to field a full team of players'

March 7, 2025Episode 1540 min

Back of the Net Asset Value Season 2: Episode 15

'Back to Pickford' has been doing far too well in recent weeks so what else could the BotNAV co-managers do but invite manager Craig Allen from Julius Baer on to the pod as a guest?

February 26, 202531 min

Back of the Net Asset Value Season 2: Episode 14

Reflecting on some improved performance, the BotNAV co-managers conclude the assistant manager chip maybe wasn't so bad after all

February 14, 202524 min

Back of the Net Asset Value Season 2: Episode 13

The BotNAV co-managers start asking serious questions about their investment process after another chastening game week

January 31, 2025Episode 1245 min

Back of the NAV Season 2: Episode 12

The BotNAV co-managers turn to their first ever guest from the world of bonds for a fresh perspective on how to address their recent slump

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