The Modern Investor

Hosted by Finimize

Business Investing

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Episodes

103

Latest episode

Aug 2026

Language

EN-US

About the show

For the modern retail investor looking to make sense of increasingly complex markets. Each week, Finimize CEO Carl Hazeley sits down with world-class investors and experts to help you understand the forces shaping your money. Brought to you by Finimize, the #1 investing research platform for modern investors.

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60 recent

August 18, 202629 min

Market Open: AI Might Be Propping Up the US Economy

For years, the American consumer has been the reliable engine of the US economy. Right now, though, some of the most important spending is happening somewhere else entirely. In this week's episode of Market Open, Reda and Russ chew through the vast sums flowing into data centers and compute, why Wall Street is finding new ways to finance it, and how long today's extraordinary demand can continue. Plus, why Europe is starting to look like an interesting diversification play if the tech trade turns. Try Finimize Pro

August 5, 202625 min

Market Open: What Really Caused the AI Sell-Off?

Markets rebounded quickly last week. But beneath the recovery are some bigger questions about leverage, valuations, and where the AI trade goes next. This week on Market Open , Reda and Russ unpack what's really driven the recent sell-off - from a highly leveraged hedge fund to renewed questions around AI spending and market valuations. Plus, they run through the latest Big Tech earnings, why bond markets are questioning the Fed, and what Japan's currency intervention could mean for investors. Try Finimize Pro

July 22, 202622 min

Why The Best Companies Stay Private, w/ Ben Black, Founder & CIO Of Powerlaw Corp

Some of the world's most valuable companies are staying private for longer than ever. So by the time they reach the stock market, have everyday investors already missed the biggest opportunity? In today's episode, Reda's joined by Ben Black, Co-founder of Akkadian Ventures and CIO of Powerlaw Corp, to get to brass tacks about how private markets are changing, and what that means for the average investor. Ben also breaks down the different ways investors can gain exposure to private companies, the risks and rewards of private market investing, and why the next generation of AI winners may still be private. Try Finimize Pro

July 15, 202626 min

Market Open: AI's Biggest Winners Could Be Changing

Is the AI trade entering a new phase? In this week's episode of Market Open , Reda and Russell unpack another eventful week for markets. They discuss SK Hynix's record-breaking US listing, why some investors are starting to question whether AI stocks have run too far, and what the latest moves in memory chips could mean for the companies building the next generation of AI. In this episode: Why AI investors may need to rethink the winners SK Hynix's blockbuster US listing The growing pressure on hyperscalers ahead of earnings What higher oil prices could mean for inflation The key market risks to watch this week Try Finimize Pro

June 30, 202629 min

Market Open: The Inflation Problem Isn't Over

Inflation may have slipped from the headlines, but is it really behind us? This week on Market Open , Reda and Russell explore why inflation could prove more persistent than investors expect - even before this year's Middle East conflict. They also turn to one of the biggest shifts happening inside the AI boom: why memory chip makers are gaining pricing power, what it means for the hyperscalers pouring billions into AI infrastructure. Plus: South Korea's volatile week, the latest on AI spending, and the key events investors should be watching in the days ahead. Try Finimize Pro

June 24, 202629 min

Market Open: Is Everything Becoming an AI Trade?

Introducing Market Open : a new weekly show from The Modern Investor . Each week, Finimize analysts Reda Farran and Russell Burns chew over the biggest stories in markets, what they mean for investors, and what they're watching in the week ahead. In todays episode.... Why AI is increasingly driving every corner of financial markets SpaceX's latest AI deals and what they mean for the company South Korea's push for MSCI developed-market status The outlook for inflation, rates, and the global economy Try Finimize Pro

June 4, 202632 min

Is Crypto A Safe Haven? w/ Chris Bendiksen, Bitcoin Research Lead (Coinshares)

Is Bitcoin digital gold, a risk asset, or something entirely different? In the first episode of The Modern Investor Podcast, Finimize CEO Carl Hazeley sits down with Chris Bendiksen, Head of Bitcoin Research at CoinShares, to unpack one of the most debated assets in modern investing. They discuss Bitcoin's fundamentals, whether it can act as a safe haven during periods of market turbulence, as well as Chris's outlook on Bitcoin's long-term future. Try Finimize Pro

December 24, 202424 min

2024’s Lessons & 2025’s Biggest Opportunities: Finimize Analyst Roundtable

After some too much turkey and an unfamiliar chocolate dessert, the Finimize analysts huddled in the studio for a chance to talk markets. They went around the room, sharing their big takeaways, the events that surprised them, and the things they see just ahead for this quarter-century year. They also dished about the trends and risks that they see mostly flying under the radar. Try Finimize Pro Subscribe to the Finimize Newsletter: https://finimize.com/

October 30, 202437 min

Generation: Margaret Jobling (Natwest) | Marketing That Actually Drives Revenue

Brought to you by our sister podcast, Generation ( Spotify ) ( Apple Podcasts ). Time and time again, marketers get stuck in the same dilemma. How do I really show ROI for my marketing spend? Today, Max is joined by Natwest CMO Margaret Jobling, who shares her powerful blueprint for maximizing ROI through a balance of brand building, performance, and experimentation. With a career spanning iconic brands like Cadbury’s, British Gas, and Bird’s Eye, Margaret reveals how to break free from “rearview” marketing, and drive real business impact. Partner with us: https://business.finimize.com/ Subscribe To Finimize Newsletter: https://share-eu1.hsforms.com/1TVySdLKsSxmyp0sBmOcNrg2b9knn

October 10, 202446 min

Generation: Nils Leonard (Uncommon) | Building Brands People Actually Wish Existed

Brought to you by our sister podcast, Generation ( Spotify ) ( Apple Podcasts ). Imagine being handed a million pounds to develop a groundbreaking idea—but you can’t get your client to see its value. Is it their fault? Or does the responsibility fall on how you tell the story? Today, Max sits down with Nils Leonard, co-founder of one of the hottest creative agencies on the planet, Uncommon. Nils has led viral campaigns for brands like British Airways, Nike, Monzo, and EA Sports, earning multiple Grand Prix Awards at Cannes Lions along the way. Max and Nils break down what separates the meaningful from the mediocre and why finance needs creativity now more than ever. Partner with us: https://business.finimize.com/ Subscribe To Finimize Newsletter: https://share-eu1.hsforms.com/1TVySdLKsSxmyp0sBmOcNrg2b9knn