Investor Intelligence
Your portfolio’s next big idea. Each week, our analysts and leading Wall-Street experts provide in-depth analysis that dives deep on a company, opportunity or trend in markets. Brought to you by Finimize, the #1 financial information platform for modern investors.
Episodes
146 episodes
Ten Stocks Poised To Win Big In The $7 Trillion Data Center Boom
AI’s appetite for computing power is insatiable. And it’s fueling a $7 trillion global data center boom. In today’s episode, Finimize Analyst Theodora Lee Joseph joins the pod to unpack the next big AI trade: the overlooked...
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18:34
Intel’s On A Tear. Here’s Where It Could Go Next
Intel’s comeback story has been one of the market’s biggest surprises.But after a huge run, investors are wondering if the stock still has legs. In this episode, Finimize Analyst Reda Farran breaks down the deals, the data, and the next ...
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15:39
Global Liquidity: The Hidden Force That Really Moves Markets
Forget jobs data and inflation prints: the real driver of markets might be something else entirely. On today's pod, Finimize Analyst Stéphane Renevier joins us to unpack global liquidity - the $300 trillion debt loop that keeps ever...
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21:26
Nebius Is Riding High - And This Under-The-Radar Rival Is Copying Its AI Playbook
AI spending is ballooning, and much of it is flowing into the next generation of cloud infrastructure. In today’s podcast, Russell Burns unpacks Nebius’s game-changing $17.4 billion deal with Microsoft – and what it means for the st...
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16:01
GTT: A Buffett-Worthy Company With A Near Monopoly, Hiding In Plain Sight
Some stocks are flashy. GTT isn’t one of them. In today’s podcast, Theodora Lee Joseph explains how this little-known French engineering firm quietly dominates a vital part of the global LNG industry - and why its monopoly-like econ...
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16:30
Apple Stock: Buy, Sell, Or Hold?
Everyone knows Apple can launch shiny new products. But what investors need to know is whether the stock still stacks up. In this episode, Finimize Analyst Reda Farran breaks down Apple’s ecosystem strength, regulatory r...
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21:37
The Humanoids Are Coming… But When?
Robots that walk, think, and work like humans might sound far off...but they’re closer than you think. In this episode, Finimize Analyst Russell Burns joins the pod to talk about humanoid development, what’s hype versus what’s real,...
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17:17
Indra: A Stealth Defense Stock Play For Your Portfolio
Defense stocks are having a moment.But not all of them are trading at defense-stock prices. In today’s podcast, Theodora Lee Joseph joins the pod to talk about Indra Systems: a $7 billion Spanish firm that looks more like an ...
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14:32
How To Bet Against The Bubble…Without Going Bust
Markets may look calm, but they’re sitting on some pretty shaky ground. In today’s podcast, we get Finimize Analyst Stéphane Renevier to walk us through two trades built for the big shocks - the kind that most investors don’t see co...
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17:46
The Startup Eyeing A Billion-Dollar Opportunity By Making Food...From Air
Air-made protein sounds like science fiction. But one Finnish startup is trying to make it a billion-dollar reality. In today’s episode, Finimize Analyst Reda Farran joins the pod to talk about Solar Foods – the company ...
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17:51
OpenAI: Five Ways To Invest In The ChatGPT Maker
OpenAI is a big thing. Obviously. But it’s not a stock you can buy. Not directly, anyway. In today’s episode, Finimize Analyst Theodora Lee Joseph joins the pod to unpack five ways investors can still get exposure to the company beh...
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23:03
Nebius: The Nvidia-Backed AI Stock You've Probably Never Heard Of
AI is driving a gold rush in compute power. And Nebius is quietly selling the picks and shovels.In today’s episode, Finimize Analyst Russell Burns joins the pod to walk us through why this under-the-radar AI infrastructure firm might be ...
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14:38
CANSLIM: The Secret Code For Spotting The Best Growth Stocks
Chasing growth stocks can make you rich. It can also blow up your portfolio.In this episode, Finimize Analyst Stéphane Renevier joins the pod to share the CANSLIM method - a system for finding high-growth stocks and knowi...
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25:29
Intel, Nuclear, And Utilities: Where Three Big Investing Bets Stand Now
Intel, nuclear, and utilities aren’t exactly the flashiest parts of the market. But they’ve quietly been at the centre of some of the biggest investment themes of the past year.In today’s episode, Finimize Analyst Reda Farran joins the p...
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25:02
The Case For (And Against) Buying Starbucks Right Now
Starbucks feels like the kind of stock you should want to own. It’s everywhere, it’s addictive, and it’s managed to charge more and more without losing the crowd.But when Finimize Analyst Theodora Lee Joseph took a c...
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19:04
How To Use AI To Analyze A Growth Stock (Like Duolingo) In Just Three Hours
Duolingo’s stock has soared. But is it still a smart bet, or just a cute owl in a bubble?In today’s episode, Finimize Analyst Stéphane Renevier joins the show.He's built a fast, repeatable way to analyse any high...
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27:30
This Contrarian Recession Bet Could Be Your Next Big Win
Bonds have been boring. And painful. Since 2020, long-dated U.S. Treasuries have quietly lost about half their value - while everything else (yes, including bitcoin) has soared.But maybe that’s exactly why they’re interesting...
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18:22
Ozempic Made Novo Nordisk a Giant. Here's Why It's Stock Might Be Undervalued
Ozempic’s still the hottest drug on the planet. But Novo Nordisk’s stock? Not so much. It’s down nearly 50% from its peak, and investors aren’t sure whether to double down or walk away. In today’s episode, Finimize Analy...
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12:33
How To Invest In A Post-Globalization World
Globalization isn’t dead - but it’s definitely slowing. In today’s podcast, we sit down with Finimize analyst Theodora Lee Joseph to talk about what a post-globalization world means for investors. Supply chains are shift...
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17:53
It's Time You Take Chinese AI Seriously
Chinese AI isn’t trying to catch up - it’s trying to scale. In today’s episode, Finimize analyst Stéphane Renevier joins the pod to talk about how China’s building a very different kind of AI ecosystem: one rooted in deployment, not...
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17:26
Two Technical Indicators, And The Top Trades They’re Pointing To Now
Fundamentals are useful, but they’re not the only tool in the box. In today’s podcast, we sit down with Finimize analyst Russell Burns to talk through two technical indicators he swears by – and the top trades they’re signaling righ...
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13:26
Revolut-ion Ahead: What To Know Before The $45 Billion Fintech IPO
Revolut’s got 53 million users, big global expansion plans, and IPO buzz that’s getting louder – so we figured it was time to talk about it.In today’s episode, we chat with Finimize analyst Theodora Lee Joseph to unpack what’s really be...
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15:11
How A Simple Trend Rule Can Shield Your Portfolio
Time series momentum isn’t sexy – but it works. In today’s episode, we talk to Finimize analyst Stéphane Renevier as he unpacks how a simple trend-following rule can help you dodge the biggest losses... without staring into a cryst...
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17:00
The Market’s Been Tough – But That’s What The Finimize Portfolios Were Built For
The market’s been messy – but the Finimize Portfolios were built for mess. In today’s episode, we sit down with Finimize analyst Stéphane Renevier to dig into this report on how a rules-based strategy kept beating the S&P 500 while ...
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18:26
The Great Wealth Transfer Is Coming – Here’s How To Profit From It
The Great Wealth Transfer is coming – and it’s going to be big. In today’s episode, Finimize Analyst Theodora Lee Joseph joins the pod to talk about about the tens of trillions of dollars set to move from Boomers to younger generati...
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17:51
