Investing, Markets & Money

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171

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Aug 2026

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About the show

The Armchair Trader Editor, Stuart Fieldhouse calls on his wealth of experience within the financial markets and extensive network of connections to bring you this investing podcast. Stuart invites guests on to the show each week to discuss important themes within the financial markets. His guests include CEO’s of listed companies from around the world, from micro cap stocks to large established businesses. He speaks with Fund Managers about stock picking and the markets in which they operate, and he chats with Market Analysts about a range of topics that offer a broader view of the markets as well as insight on topical themes and trends. Listen on SoundCloud, YouTube or wherever you get your podcasts.

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August 11, 202619 min

The Copper Supply Crunch Could Be a Major Opportunity - with Claudia Tornquist, Kodiak Copper

How big could the copper supply problem become – and which companies could benefit? In this episode of Investing, Markets & Money, Claudia Tornquist, CEO of Kodiak Copper, joins us to discuss the company’s MPD copper-gold porphyry project in southern British Columbia. We discuss Kodiak’s maiden resource, its expanded 16,500-metre drill programme and the 36 additional exploration targets that could provide further resource growth and discovery upside. Claudia also explains why MPD’s location between two major copper mines could give Kodiak important infrastructure advantages, and discusses the latest metallurgical testing. We then look at the wider copper market, including the long-term decline in major copper discoveries and the growing demand coming from electrification, AI and defence. Finally, Claudia explains the proposed Kay Copper transaction involving Kodiak’s Mohave project in Arizona and Teck Resources. Subscribe to our channel for more interviews with CEOs, fund managers and market experts. You can find out more about Kodiak Copper here - https://kodiakcoppercorp.com/ Sign up for The Armchair Trader's free newsletter here - https://www.thearmchairtrader.com/newsletter/

August 4, 202611 min

$50m To Fund Firepower for Mining Growth - with Drew Clark, CEO, Summit Royalties

What does Summit Royalties' new $25 million credit facility mean for the company's growth ambitions? In this episode of Investing, Markets & Money, Summit Royalties CEO Drew Clark discusses their new revolving credit facility, plus a potential $25 million accordion, and explains how the additional capital could help Summit pursue larger mining royalty and streaming opportunities. Drew also discusses the recent Star Royalties acquisition, the Keysbrook royalty, Copperstone and Pitangui, as well as Summit's outlook for gold, silver and the wider mining sector. With Copperstone already under construction and Pitangui moving towards development, we ask what Summit Royalties could look like over the next 12 months – and what success might look like by mid-2027. Subscribe to our channel for more interviews with CEOs, fund managers and market experts. You can find out more about Summit Royalties here - https://www.summit-royalties.com/ Sign up for The Armchair Trader's free newsletter here - https://www.thearmchairtrader.com/newsletter/ 0:00 Introduction to Summit 1:09 Summit Royalties' new credit facility 2:22 Why the new financing matters 4:16 Competing for higher-quality royalty assets 5:35 The Star Royalties acquisition 6:41 Summit's potential milestones 8:42 Summit Royalties' ambitions for 2027

July 30, 202643 min

Can Syntholene make synthetic jet fuel cheaper than fossil fuels?

Can synthetic jet fuel become cheaper than fossil fuels? In this episode of the Investing, Markets & Money Podcast, Stuart Fieldhouse interviews Dan Sutton, CEO of Syntholene, to discuss how geothermal-powered hydrogen production could transform sustainable aviation fuel. The conversation explores: • Sustainable aviation fuel (SAF) • Synthetic hydrocarbons • Geothermal energy • Green hydrogen • Iceland's demonstration plant • Commercial scaling • Investment opportunities • The future of aviation Discover why Syntholene believes it can dramatically reduce the cost of synthetic fuel while helping decarbonise one of the world's hardest industries. Subscribe for weekly interviews with CEOs, fund managers and investment experts. 00:00 - Introduction to Syntholene 01:19 - Revolutionary approach 02:40 - Cost effective synthesising of hydrocarbon fuels 09:16 - Geothermal advantage 13:20 - Demonstration facility in Iceland 18:04 - The 69-day build 21:00 - Aviation: the Holy Grail of clean energy 26:32 - Achieving fossil fuel price parity 27:52 - The product pipeline 30:10 - First commercial profits 33:43 - Breaching the $2/kg hydrogen barrier 33:23 - Synthetic fuel underreported 40:20 - The 10-Year Horizon

July 15, 202617 min

Gold and rare earths: Bold Ventures expands exploration success in Canada

In this episode of the Investing, Markets & Money podcast from The Armchair Trader, we welcome back Bruce MacLachlan, President of Bold Ventures, to discuss the company's latest exploration successes across its Canadian mining projects. We explore the recent visible gold discovery at the Traxxin Gold Project, where high-grade drilling results have increased confidence in the project's exploration potential. Bruce explains why the latest findings could significantly expand the known gold mineralisation and what investors should watch for as follow-up drilling gets underway. The conversation also covers Bold Ventures' unexpected rare earth elements discovery at the Burchell Project. With encouraging indications of heavy rare earth mineralisation, alongside existing gold, copper and zinc targets, the project is developing into an exciting critical minerals opportunity at a time when demand for strategic resources continues to rise. We also discuss: - The latest developments at the Joutel and Willcorp projects - Bold Ventures' new OTC listing (BVLDF) for US investors - The outlook for exploration across Ontario and Québec - Why critical minerals and gold remain key themes for investors If you're interested in gold stocks, rare earth elements, critical minerals, Canadian mining stocks and junior mining companies, this episode provides valuable insight into one of Canada's most active explorers. 🎧 Subscribe to the Investing, Markets & Money podcast for more exclusive interviews with CEOs, fund managers and market experts. Visit The Armchair Trader for more investing news, market analysis and exclusive podcast interviews: https://www.thearmchairtrader.com 00:00 Introduction to Bold Ventures 01:11 Exciting Gold Intersections at the Traxxin Project 04:14 Planning the next phase of exploration 06:30 Unexpected Rare Earth Discovery: A Game Changer 11:19 Burchell project strategy 12:34 Joutel project update 14:56 Bold's OTC listing in the US 15:55 Results from Wilcorp project

July 7, 202620 min

Is This the Most Undervalued Gold Stock in Canada? | Horne Five Explained | Ep.167

Falco Resources CEO Luc Lessard joins Stuart on this episode of the Investing, Markets & Money podcast to break down the Horne Five project in Quebec - a large-scale, multi-metal deposit the market has yet to fully price in. With an updated feasibility study just released, a 28% IRR, and industry-leading production costs, Luc explains why this could be one of the most overlooked gold stories in Canada. Stay tuned to learn about: ✔️Why the market hasn't priced in the project yet, despite sub-$800/oz production costs (vs. ~$1,400/oz industry average) ✔️Why Horne Five could make Falco a takeover target for a major producer within the next 4–5 years ✔️The updated feasibility study numbers: $3.4B NPV, 28% IRR, built on a $3,600/oz gold price You can find out more about Falco Resources here - https://www.falcores.com/en/ You can sign up to The Armchair Trader free newsletter here - https://www.thearmchairtrader.com/newsletter/ Follow us: BlueSky - https://bsky.app/profile/thearmchairtrader.com Linkedin - https://www.linkedin.com/company/10429893 Instagram - https://www.instagram.com/armchairtrader Facebook - https://www.facebook.com/TheArmchairTrader 01:26 Falco Resources Horne Five project 03:20 Quebec regulatory process 05:07 Latest feasibility study 07:04 The scale of the Horne Five project 07:45 Falco Resources share price 09:37 Financing the project 10:48 How does Horne Five stack up against other projects? 13:54 Project infrastructure 15:26 Why is Horne Five attractive? 19:03 What next for Falco Resources?

July 1, 202621 min

SpaceX, Satellites and the Future of the Space Economy

Welcome to the Investing Money and Markets podcast, brought to you by the Armchair Trader. This week, we're looking at space investments. Join host Stuart Fieldhouse as he chats with Elvira Kuramshina, Associate Director, Quantitative Research at WisdomTree Europe. Stay tuned for information to find out: ✔️ Where space stands from a geopolitical lens ✔️What investing experts have to say about SpaceX ✔️How space stocks are likely to impact the global economy in the future And lots more. You can find out more about WisdomTree here - https://www.wisdomtree.eu/ Sign up for The Armchair Trader's free investing newsletter here - https://www.thearmchairtrader.com/newsletter/ 00:00 Introduction to the Space Sector 01:32 SpaceX has changed things 03:14 Why invest in space? 04:56 Space launch costs falling 06:08 Political impacts of the space race 07:50 Finding the best space stocks 10:21 What makes a good space stock? 13:55 What you need to know about SpaceX 15:31 How to invest in the space sector 17:33 What does the future hold for space

June 11, 202618 min

Bitcoin and Gold – why they are better together

In this eposode we're diving into Bitcoin and gold – exploring whether Bitcoin is really a new alternative to gold or something different altogether. Join host Stuart Fieldhouse as he chats with Dovile Silenskyte, Director, Digital Assets Research at WisdomTree, uncovering why long-term holding beats market timing, how Bitcoin's volatility is changing, and what the future holds for these two macro assets in your portfolio. Stay tuned for information to find out: ✔️Whether Bitcoin is still considered to be a volatile asset. ✔️Who's buying Bitcoin now and why. ✔️Whether Bitcoin will be a competitor to gold in the future. ✔️How current events are impacting the Bitcoin market. And lots more. You can find more information on WisdomTree's crypto ETFs here - https://www.wisdomtree.eu/en-gb Sign up for The Armchair Trader free newsletter here - https://www.thearmchairtrader.com/new... Chapters 01:20 Should you buy and hold bitcoin? 03:57 Are institutions buying bitcoin? 05:13 How does Bitcoin behave versus traditional assets? 07:00 Bitcoin versus Gold 11:24 Bitcoin exposure through ETFs 14:40 Stablecoins 15:15 Is Bitcoin going to replace fiat currency? 16:20 Bitcoin regulation

May 28, 202623 min

Biotech Investing in 2026: M&A Boom, FDA Shakeup & the Cancer Drug That Could Double Survival Rates | Ep.163

Is biotech finally back? In this episode, Stuart sits down with Ailsa Craig, co-manager of the International Biotechnology Trust from Schroders, a £1bn+ closed-ended fund with a 4% dividend yield and 30+ years of history, to break down everything self-directed investors need to know about the biotech sector right now. They cover: ✅ Why biotech has been in a prolonged bear market (and why that's changing) ✅ The M&A wave sweeping the sector — and how IBT is benefiting ✅ FDA uncertainty under the new US administration ✅ AI's real (and realistic) impact on drug development timelines ✅ The pancreatic cancer breakthrough that could be approved within months ✅ Where the best risk-adjusted opportunities are in biotech today ✅ What could be the "next game-changing" moment for the sector? Whether you're new to biotech investing or a seasoned investor looking for smarter sector exposure, this episode gives you a fund manager's inside view on one of the most complex - and rewarding - corners of the market. 🔔 Subscribe for more investing insights every week 👍 Like if you found this useful 💬 Drop your biotech related questions and comments below LINKS & RESOURCES: 🔗 International Biotechnology Trust: https://www.schroders.com/en-gb/uk/individual/funds-and-strategies/investment-trusts/international-biotechnology-trust/ 🎙️ The Armchair Trader: https://www.thearmchairtrader.com DISCLAIMER: This podcast is for informational and educational purposes only and does not constitute financial advice. Always do your own research before making investment decisions. 00:00 Introduction & welcome to Ailsa Craig 00:40 What is the International Biotechnology Trust? 02:28 How biotech boomed - and crashed - after COVID 05:35 Why the FDA matters so much to biotech investors 06:42 Innovation, ageing populations & unmet medical need 08:05 AI in drug development: hype vs. reality 10:06 Biotech strategies for investors 12:04 The "Biotech 2.0" opportunity: de-risked, commercial-stage companies 13:55 A wave of M&A activity this year 16:10 The pancreatic cancer breakthrough changing everything 18:55 What could be biotech's next game-changing moment?

April 30, 202635 min

European Defence Stocks: Spending Booms & IPOs | Ep.162

Europe’s defence sector has entered a multi-year rearmament cycle — and investors are paying close attention. In this episode of Investing, Markets & Money, we take a deep dive into the European defence industry, exploring how rising military budgets, geopolitical risk, and industrial collaboration are reshaping the sector. Our guest, Aneeka Gupta, Director of Macro Research at WisdomTree , explains: - Why European defence spending is accelerating - How long-term contracts and order backlogs are driving earnings growth - The role of IPOs and smaller specialist defence companies - Why air & missile defence, cyber security, and ammunition are key growth areas - How European defence stocks compare to US peers on growth and valuation - Whether defence investing can now fit within ESG frameworks We also discuss supply-chain constraints, collaboration across Europe, and why this rearmament cycle could last far longer than many investors expect. 📌 This podcast is for information and entertainment purposes only and does not constitute financial advice. 👉 Subscribe for more expert interviews on markets, ETFs, commodities, and global investment themes. #Investing #StockMarket #DefenseStocks #GlobalMarkets #CapitalMarkets #EuropeanDefence #DefenceIndustry #AerospaceAndDefence #EuropeanStocks #EUInvesting #Geopolitics #CyberSecurity #MilitarySpending #DefenseETFs #LongTermInvesting Follow us: BlueSky - https://bsky.app/profile/thearmchairtrader.com Linkedin - https://www.linkedin.com/company/10429893 Instagram - https://www.instagram.com/armchairtrader Facebook - https://www.facebook.com/TheArmchairTrader

April 7, 202616 min

Junior Miner Drilling Near 6m oz Gold Deposit | Bold Ventures CEO on PDAC, Gold & Critical Minerals

In this episode of the Investing, Markets & Money Podcast, host Stuart Fieldhouse is joined by Bruce MacLachlan, President & COO of Bold Ventures. We discuss Bold Ventures’ active drill program in Ontario, including its flagship Burchell Lake Project, located close to a 6 million ounce gold system. Bruce shares details on recent drilling, high-grade gold samples, and what investors should watch for as assays come back over the coming months. We also cover: - Why sentiment at PDAC is improving in 2026 - Bold’s exposure to gold, copper, zinc, nickel & critical minerals - The long-term optionality of the Ring of Fire, including Bold’s carried interest in chromite - How management prioritises capital while limiting shareholder dilution - Near-term catalysts and what could drive valuation going forward This is a must-listen interview for junior mining and resource investors looking for leverage to gold and critical minerals in a strengthening market.