Investing, Markets & Money

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176

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Oct 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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October 15, 202632 min

Dividend Investing: How to pick the right stocks - with Aneeka Gupta

Are dividend-paying stocks worth a closer look in today's uncertain market? On the Investing, Markets & Money podcast, Stuart is joined by Aneeka Gupta, Director of Macroeconomic Research at WisdomTree, to explore the role of dividend investing in a long-term portfolio. We discuss why investors are reassessing concentrated equity portfolios, how to distinguish sustainable dividends from potentially misleading high yields, and why dividend growth can matter more than headline yield. Aneeka also explains how dividend-paying equities compare with bonds, why Europe and Japan offer interesting opportunities, and how technology stocks can fit into a dividend strategy. An insightful conversation for investors interested in equity income, portfolio diversification and the balance between income today and growth over time. You can find more on WisdomTree's quality dividend ETFs here - https://www.wisdomtree.com/gb/strategies/global-quality-dividend-growth The Investing, Markets & Money podcast is brought to you by The Armchair Trader. Subscribe to our free newsletter for more investing insight - https://www.thearmchairtrader.com/newsletter/.

October 8, 202628 min

Investing in India: The Outlook is as Bright as Ever - with Rita Tahilramani and James Thom

India has faced a tougher period for investors over the past 18 months, but the country's long-term growth story remains firmly in focus. Stuart is joined by James Thom and Rita Tahilramani, co-managers of the Aberdeen New India Investment Trust, to discuss valuations, quality investing, India's financialisation story, consumer growth and the outlook for Indian equities. They also discuss India's exposure to imported energy, external shocks and why they remain constructive on the Indian market over a three-to-five-year horizon. You can find out more about the Aberdeen New India Investment Trust here - https://www.aberdeeninvestments.com/en-gb/anii The Investing, Markets and Money podcast is brought to you by The Armchair Trader. Sign up to our free newsletter for more great investing ideas - https://www.thearmchairtrader.com/newsletter/. 00:00 Intro 01:26 The Aberdeen New India Investment Trust strategy 03:17 India's growth story 06:00 Finding quality Indian stocks 08:11 The importance of governance 10:01 India's financial sector 14:08 India's consumer boom 16:18 Lessons for investors 18:51 India's exposure to energy markets 21:00 Domestic led focus 22:56 India's markets compared to the wider Asia region 25:21 What is the outlook for the Indian market?

September 16, 202637 min

Asia Pacific Stocks: Where Are the Investment Opportunities? | China, India & AI

Asia Pacific is a diverse investment region — but where are the opportunities for investors? In the latest Investing, Markets and Money podcast, Stuart is joined by Abbas Barkhordar, portfolio manager of the Schroder Asia Pacific Fund. They discuss the investment case for Asian equities, China's economic challenges, India's growth story, the semiconductor industry, AI and the changing shape of Asian manufacturing. Abbas also explains the stock-picking approach used by the Schroder Asia Pacific Fund, including the importance of quality, valuation, competitive advantage and corporate governance. The conversation looks ahead to the next five years and considers how AI, shifting supply chains and rising domestic consumption could shape the region's equity markets. Find out more about the Schroders Asia Pacific Fund - https://www.schroders.com/en-gb/uk/individual/funds-and-strategies/investment-trusts/schroder-asiapacific-fund-plc/ Sign up for The Armchair Trader free newsletter - https://www.thearmchairtrader.com/newsletter/

September 9, 202619 min

The Mining Project Tackling North America’s Salt Shortage | with Nolan Peterson, Atlas Salt

Atlas Salt CEO Nolan Peterson joins the Investing, Markets & Money podcast to discuss the Great Atlantic Salt Project in Newfoundland and the company's plans to address North America's structural salt supply shortage. We discuss the project's low-cost positioning, infrastructure advantages, $1bn NPV feasibility study, financing plans, environmental credentials and the potential to produce around 4 million tonnes of salt annually. To find out more about Atlas Salt, visit https://www.atlassalt.com/ Sign up for free investing insight from The Armchair Trader - https://www.thearmchairtrader.com/newsletter/

September 2, 202618 min

Picking the Best Stocks From 2,500 Global Companies - with James Cook, JPMorgan Global Growth and Income Trust

In this episode of the Investing, Markets and Money podcast, we speak to James Cook, portfolio manager of the J.P. Morgan Global Growth & Income Investment Trust. With around 50 stocks selected from a research universe of approximately 2,500 companies, JGGI takes a high-conviction approach to global equity investing. James discusses where J.P. Morgan sees the biggest risks and opportunities over the next 12 to 24 months, including the continuing impact of artificial intelligence on markets. We explore AI semiconductors, NVIDIA, Arista Networks, CrowdStrike, industrial cyclicals, valuations, income investing and the debate between active and passive investment strategies. James also explains why investors should focus on long-term earnings power rather than allowing short-term market noise to dictate investment decisions.

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?