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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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
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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.
March 30, 202617 min
Why Mining Royalty Companies Are Booming | Summit Royalties’ Rapid Rise with Drew Clark
In the latest episode of the Investing Markets and Money podcast, Drew Clark, CEO of Summit Royalties (TSXV:SUM), discusses the explosive growth of his company and why the royalty model remains the "most beautiful part" of the mining industry. Since its public debut just four months ago, Summit has rapidly transformed from a startup with minimal capital into a diversified powerhouse with over 50 royalties in its portfolio.
Find out more about Summit Royalties here - https://www.summit-royalties.com/
Sign up to The Armchair Trader free newsletter here - https://www.thearmchairtrader.com/newsletter/
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00:00 What are mining royalties?
02:57 Intro to Summit Royalties
04:37 How have Summit grown so quickly?
05:39 Which are the key assets in the portfolio?
08:49 The Saddle North project
09:03 How major is the Star Royalties project?
10:12 What kind of projects do Summit look for?
12:46 Precious Metals outlook
14:17 Importance of networking
15:09 Future plans for Summit Royalties
15:27 The attraction of the royalty model
March 24, 202639 min
Mega Trends & Thematic Investing: How AI, Defence and Energy Could Shape Long-Term Returns
What are mega trends — and how can investors actually invest in them without falling into hype?
In this episode of the Investing, Markets & Money, we’re joined by Pierre Debru, Head of Research at WisdomTree, to unpack how long-term structural shifts create real investment opportunities.
We explore:
What mega trends are and how they differ from short-term cycles
How thematic investing works in practice
Why AI, defence spending, and energy demand are driving global change
The biggest mistake investors make when buying thematic ETFs
Why thematic investing is a winner-takes-most game
How diversification, sentiment, and discipline matter over the long term
Emerging ideas like physical AI, infrastructure, and strategic metals
This conversation is designed for investors looking to understand long-term growth themes, thematic ETFs, and how global trends can shape portfolios over years — not weeks.
🎧 Follow Investing, Markets & Money on SoundCloud for more insights on markets, ETFs, commodities, and global investment trends.
This episode is for educational purposes only and does not constitute financial advice.
February 21, 202627 min
What Futures Markets Are Telling Us About Inflation, Gold & Recession
In this episode of Investing, Markets & Money, we’re joined by @CMEGroup Chief Economist Erik Norland to break down what futures markets are really telling us about the global economy.
We discuss:
- Why inflation — not recession — is the market’s biggest fear
- What soaring gold, silver, and platinum prices are signalling
- How futures markets act as an early warning system
- Why the bond market may be smarter than the stock market
- What the yield curve tells us about growth, rates, and recession risk
- How central bank policy and government debt are reshaping markets
- Which futures markets affect mortgages, fuel prices, and everyday costs
This conversation explains how professional investors read futures, bonds, and commodities — often before the headlines catch up.
If you want clearer insight into inflation, interest rates, gold, bonds, and where markets may be heading next, this episode is for you.
#Investing #FinancialMarkets #Economy #Inflation #Recession #FuturesMarkets #BondMarket
#GoldPrice #InterestRates #YieldCurve #MacroEconomics #Commodities #MarketOutlook #InvestingPodcast
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Use the chapters to jump to inflation, gold, bonds, or futures market signals.
00:00 What Futures Markets Reveal About the Economy
00:42 What CME Group Does (And Why It Matters)
01:59 How Futures Markets Signal Economic Direction
04:01 Inflation vs Recession: What Markets Fear Most
05:31 Why Central Banks Treat Gold Like a Currency
06:15 Is the Bond Market Smarter Than the Stock Market?
09:10 Bond Vigilantes, Government Debt & Market Discipline
10:42 What a 100-Year Bond Really Tells Investors
12:04 Can Futures Markets Predict Headlines?
13:11 Market Fear, Volatility & the VIX Explained
14:52 Which Futures Markets Affect Everyday Life?
16:26 Commodities as Portfolio Diversifiers
18:11 The Yield Curve Explained (Without Jargon)
20:22 What the Yield Curve Signals Right Now
21:12 One Rule Retail Investors Should Follow in Futures
24:15 Education, Risk & Using Futures Responsibly
January 30, 202620 min
UK Commercial Real Estate: The Comeback?
Is the UK commercial real estate market poised for a massive rebound?
In this episode, Bradley Biggins from Schroder Real Estate Investment Trust reveals why we may have reached a critical turning point. Following a 25% valuation correction, Schroder now forecasts total returns of 8 - 10% per annum over the next four years.
Discover how high construction costs are limiting supply and driving rental growth, while the ‘Green Premium’ sees sustainable assets commanding rents up to 40% higher than older units. We also explore the impact of interest rates and hybrid working on future property returns.
00:00 Intro to Schroder Real Estate
01:20 How healthy is the UK's commercial real estate market?
03:18 What's the big drag on lack of supply?
03:53 How has investor appetite varied?
04:56 How do interest rates affect the market?
06:19 EPC ratings
08:17 Occupier sentiment and hybrid working
09:48 Private equity geting involved in the market
11:24 Schroder Real Estate paying dividends
13:39 New acquisitions and disposals
16:54 When to redevelop and when to buy from new
18:31 What's the key selling point for UK commercial property?
January 7, 202627 min
Impact Minerals: The $1.2bn High Purity Alumina Opportunity
In this episode, we sit down with Dr Mike Jones, Managing Director of Impact Minerals [ASX:IPT], to discuss the incredible potential of High Purity Alumina (HPA). From preventing Tesla battery fires to creating scratch-proof sapphire glass, HPA is the critical mineral you haven't heard of yet.
Mike explains how the unique Lake Hope Project in Western Australia aims to become the lowest-cost HPA producer globally. We dive into the economics of the project, the recent acquisition of game-changing processing technology, and what this means for investors.
Topics covered:
What is High Purity Alumina (HPA)?
The role of HPA in Lithium-Ion battery safety.
How Impact Minerals plans to undercut global production costs.
The $1.2 Billion AUD project valuation.
Disclaimer: The content of this video is for information and entertainment purposes only and does not constitute financial advice. Always do your own research.
#ImpactMinerals #LakeHope #LithiumBattery #HPA #AustralianMining #SyntheticSapphire #Semiconductor #BatteryTech #MikeJones #alumina
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December 9, 202535 min
Investing in Quantum Computing with WisdomTree’s Elvira Kuramshina
Quantum computing is moving from theory to reality — and investors are paying attention. In this episode, we break down the future of quantum computing investing, including the race toward Q-day, the rise of post-quantum cryptography, and the companies pushing innovation forward.
Our guest, WisdomTree’s Elvira Kuramshina, explains how quantum computers actually work, why they won’t replace classical systems, and the sectors likely to see the biggest disruption across cybersecurity, cloud computing, drug discovery, finance, and more.
If you want to understand quantum investing opportunities, the risks, and the timeline to commercialisation, this episode is for you.
Topics we cover:
- How quantum computers differ from classical machines
- Q-day and its impact on global cybersecurity
- Post-quantum cryptography and new NIST standards
- Public companies leading early quantum adoption
- How to approach quantum computing investing
- Long-term risks and opportunities for markets
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Chapters:
00:00 What is quantum computing?
04:07 Where does quantum computing fit with AI?
05:37 What is Q-day and why does it matter?
12:27 The quantum ecosystem: hardware, software & cloud
15:04 Quantum computing Government strategies
17:58 Quantum safe standards to future proof systems
19:28 How to think about quantum computing investing
24:16 Are there expansion constraints of the technology?
27:50 Building a quantum computing investment strategy
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