The Resilient Investor
The Resilient Investor is a podcast series hosted by experienced investment columnist David Stevenson, this regular podcast will prove invaluable for beginner investors. David (an FT columnist for the last 15 years) and regular guests will step by step help explain how investors can become more resilient, and successful, in turbulent, uncertain markets. Each short 20-minute episode is focused on a key subject - such as how to diversify, and why everything is not just about America - and then discusses how new ideas and techniques can make your portfolio more robust in the long term. Survive difficult markets with imaginative ideas!
Episodes
19 episodes
The Resilient Investor: Bellevue Healthcare Trust
The healthcare sector is undergoing a major shift, from the rise of GLP-1 obesity drugs to increasing pressure on global health systems. Bellevue Healthcare Trust’s Paul Major explores how innovation, efficiency, and investment trends are s...
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34:19
The Resilient Investor: Healthcare's Growth and Innovation Potential
In this episode of The Resilient Investor, David Stevenson speaks with Gareth Powell, Head of Healthcare at Polar Capital, about the transformative potential of the healthcare sector. From aging societies and biotech breakthroughs to AI's impac...
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Episode 177
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29:31
The Resilient Investor: PCFT on the case for financials
The financial sector is the second largest globally, representing around 15% of global equity markets. It provides unique exposure to banks, insurance, and diversified financials like asset managers and payment companies.In this episode...
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26:15
The Resilient Investor: STS Global Income and Growth Trust plc
David Stevenson welcomed James Harries, Fund Manager of STS Global Income & Growth Trust plc in the latest episode of the Resilient Investor.The pair touch on several topics in a broad ranging discussion including:Dividends,...
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Episode 15
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28:55
The Resilient Investor: ICG Enterprise Trust
Colm Walsh, Portfolio Manager at ICG Enterprise Trust, and David Stevenson discuss all things private equity in the latest episode of The Resilient Investor. ICG Enterprise Trust is the only UK-listed private equity investor focusing exclusivel...
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30:08
The Resilient Investor: Oakley Capital
Why do businesses want to stay private for longer?Steven Tredget, Partner at Oakley Capital, sits down with David Stevenson to discuss the rich hunting grounds that exist outside the listed sphere. With costs, stringent reporting requir...
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32:31
Winterflood: An Introduction to Alternatives
In this episode of The Resilient Investor, Winterflood Investment Trust Analyst, Elliott Hardy joins David Stevenson to discuss alternative investments in the Investment Trust space and what they might bring to retail investors' portfolios.
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26:22
The Resilient Investor: Foresight Solar and the infrastructure renewables sector
Ross Driver, Manager of Foresight Solar Fund, sits down with David Stevenson to discuss opportunities within the infrastructure renewables sector, challenges for the sector in recent years and whether the current discounts are justified.
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36:46
Middlefield's Dean Orrico discusses the dividends landscape in North America.
Listen in, as special guest Dean Orrico, Manager of Middlefield Canadian Income, and David Stevenson discuss North American dividend prospects and equity income. Is it time to start paying more attention to dividends? Visit w...
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27:55
Investment Trusts Unpacked: Inside the World of ISAs with The Resilient Investor
Join The Resilient Investor as David Stevenson and Annabel Brodie-Smith from the AIC demystify investment trusts in ISAs. Discover their importance, unravel financial jargon, and learn why patience is key in investing. A must-listen for informe...
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27:43
Asset Value Investors' Joe Bauernfreund's Insights on Value Investing and Navigating the Investment Trust Landscape
In this latest episode of The Resilient Investor, David Stevenson and Sam Ridley are joined by Joe Bauernfreund to explore value investing and the nuances of investment trusts. Delve into effective strategies for identifying undervalued assets,...
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26:47
Alliance Trust's Craig Baker on navigating today's global equity markets
In this latest episode of "The Resilient Investor," David Stevenson is joined by Craig Baker of Alliance Trust, delving into the trust's investment strategy and approach to navigating market uncertainties. Discover their unique multi-manager sy...
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23:55
The Resilient Investor - Practical questions for an aspiring investor
How much should I be saving? Should I be prioritising my SIPP or ISA? Funds or stocks? When to buy and when to sell? In this episode of The Resilient Investor, David Stevenson and Sam Ridley discuss all the key questions asked by aspiring saver...
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30:04
The Resilient Investor - Interest rates, semiconductors, and seeking out the next Amazon
In this latest episode of The Resilient Investor, David Stevenson and Sam Ridley unpack a veritable smorgasbord of topics. On the macroeconomic side, Sam questions the path of interest rates and what that means for investors while David delves ...
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30:17
The Resilient Investor - Bonds, international markets, and REITs
As a resilient investor, should you be investing in bonds? In this episode of The Resilient Investor David Stevenson and Sam Ridley explain fixed income investments from the ground up, and what role they can play in your portfolio. They also di...
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31:20
The Resilient Investor - How to pick companies
Valuation metrics, wide moats, competitive advantage - David Stevenson and Sam Ridley are back in this latest episode of The Resilient Investor discussing all things stock picking. They also unpack the increasingly choppy macroeconomic landscap...
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Season 1
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Episode 3
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39:09
The Resilient Investor - What we own and why
In the second episode of the Resilient Investor - aimed at beginner investors - Sam and David go back to basics and talk about what they invest in and how. They also talk about time horizons, how to deal with risk, and the importance of quality...
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Season 1
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Episode 2
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35:11
The Resilient Investor - The anatomy of a bear market and a psychedelic excursion
In this first episode of The Resilient Investor, David and Sam discuss what a bear market looks like historically and how that compares to the capitulation in 2022. Why have certain stocks fallen so far while others have remained more resilient...
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Season 1
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Episode 1
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35:39
