Why Invest?

In this episode of Why Invest? host Luke Hyde-Smith is joined by Alexandra Vidyuk, CEO and Founding Partner of Beyond Earth Ventures, to explore the growing importance of deep tech in today’s investment landscape.
Alexandra explains how deep tech – rooted in scientific breakthroughs across areas such as energy, compute, robotics and space – is shifting from niche to core, creating entirely new industries rather than simply enhancing existing ones.
They discuss the realities of venture capital at the earliest stages, where identifying transformative ideas, strong founding teams and clear paths to commercialisation is key.
The conversation also looks at the infrastructure of the future, and how declining costs and rapid technological progress are unlocking new commercial opportunities.
If you would like further information about anything discussed in this episode, please do get in touch: whyinvest@w1m.com.

This podcast is issued by W1M Wealth Management Limited which is authorised and regulated by both by the Financial Conduct Authority of 12 Endeavour Square, London E20 1JN, with firm reference number 120776 and the U.S. Securities and Exchange Commission of 100 F Street, NE Washington, DC 20549, with firm reference number 801-63787. Registered in England and Wales, Company Number 02080604.
The information provided in this podcast is for information purposes only and W1M Wealth Management Limited does not accept liability for any loss or damage which may arise directly or indirectly out of use or reliance by the client, or anyone else, on the information contained in this recording. This podcast should be used as a guide only is based on our current views of markets and is subject to change.
The information provided does not constitute advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor's particular wealth management or investment objectives, strategies, tax status or investment horizon.
All materials have been obtained from sources believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information.
Hosted on Acast. See acast.com/privacy for more information.

In this episode of Why Invest? host Luke Hyde-Smith is joined by Trevor Noren, Founder of Sage Road Research, for a wide-ranging discussion on the forces shaping the investment landscape.
Trevor shares his approach to research and why stepping back from the noise of daily market commentary can unlock differentiated insights. The conversation explores the growing influence and limitations of AI in investment analysis, as well as the challenges of building an independent research business.
They discuss themes such as private markets, evolving return expectations, and risks in private credit, alongside how passive investing and retail flows influence market behaviour.
Luke and Trevor also touch on defence innovation, infrastructure, and the economics of generative AI, highlighting the opportunities and uncertainties investors need to navigate.
If you would like further information about anything discussed in this episode, please do get in touch: whyinvest@w1m.com.

This podcast is issued by W1M Wealth Management Limited which is authorised and regulated by both by the Financial Conduct Authority of 12 Endeavour Square, London E20 1JN, with firm reference number 120776 and the U.S. Securities and Exchange Commission of 100 F Street, NE Washington, DC 20549, with firm reference number 801-63787. Registered in England and Wales, Company Number 02080604.
The information provided in this podcast is for information purposes only and W1M Wealth Management Limited does not accept liability for any loss or damage which may arise directly or indirectly out of use or reliance by the client, or anyone else, on the information contained in this recording. This podcast should be used as a guide only is based on our current views of markets and is subject to change.
The information provided does not constitute advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor's particular wealth management or investment objectives, strategies, tax status or investment horizon.
All materials have been obtained from sources believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information.
Hosted on Acast. See acast.com/privacy for more information.

In this latest episode of Macro Musings, the team reviews an eventful quarter for global markets, shaped by geopolitical tensions, rising energy prices and AI volatility. They discuss why markets have recovered so strongly despite ongoing uncertainty and what could drive returns for the rest of 2026.

The conversation covers inflation, interest rates, the US and UK economic outlook, and the impact of Middle East events on oil and gas markets. The team also shares current investment views on AI, gold, copper and uranium, plus how portfolios have been positioned through recent market volatility.

If you would like further information about anything discussed in this episode, please do get in touch: whyinvest@w1m.com.

This podcast is issued by W1M Wealth Management Limited which is authorised and regulated by both by the Financial Conduct Authority of 12 Endeavour Square, London E20 1JN, with firm reference number 120776 and the U.S. Securities and Exchange Commission of 100 F Street, NE Washington, DC 20549, with firm reference number 801-63787. Registered in England and Wales, Company Number 02080604.
The information provided in this podcast is for information purposes only and W1M Wealth Management Limited does not accept liability for any loss or damage which may arise directly or indirectly out of use or reliance by the client, or anyone else, on the information contained in this recording. This podcast should be used as a guide only is based on our current views of markets and is subject to change.
The information provided does not constitute advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor's particular wealth management or investment objectives, strategies, tax status or investment horizon.
All materials have been obtained from sources believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information.
Hosted on Acast. See acast.com/privacy for more information.

In this episode of the Why Invest? podcast, host Luke Hyde-Smith is joined by Dr. Arthur Laffer, renowned economist, Founder and Chairman of Laffer Associates and a key figure in the development of supply-side economics. Dr. Laffer shares his perspective on the current global economic climate, with an analysis of geopolitical tensions in the Middle East and their impact on energy prices, inflation and economic stability in both the US and UK. The conversation explores past and present approaches to deregulation, energy independence, and fiscal policy. Dr. Laffer also addresses the challenges facing Western economies, the evolving role of China, and the value of free markets. We invite you to listen to this episode to gain insight from a highly influential economist.
If you would like further information about anything discussed in this episode, please do get in touch: whyinvest@w1m.com.

This podcast is issued by W1M Wealth Management Limited which is authorised and regulated by both by the Financial Conduct Authority of 12 Endeavour Square, London E20 1JN, with firm reference number 120776 and the U.S. Securities and Exchange Commission of 100 F Street, NE Washington, DC 20549, with firm reference number 801-63787. Registered in England and Wales, Company Number 02080604.
The information provided in this podcast is for information purposes only and W1M Wealth Management Limited does not accept liability for any loss or damage which may arise directly or indirectly out of use or reliance by the client, or anyone else, on the information contained in this recording. This podcast should be used as a guide only is based on our current views of markets and is subject to change.
The information provided does not constitute advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor's particular wealth management or investment objectives, strategies, tax status or investment horizon.
All materials have been obtained from sources believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information.
Hosted on Acast. See acast.com/privacy for more information.

In this episode of the Why Invest? podcast, hosts Luke Hyde-Smith and Tom Saville speak with Matthew Smith, Co-Founder of QSM Asset Management and a global equities investor. Taking the bearish side of our AI Bull vs Bear series, Matthew shares his perspective on why the current wave of enthusiasm around AI may not translate into the investment returns many expect.
The conversation explores the scale of the recent AI-driven investment boom and the role it has played in driving equity market performance, particularly in the US. Matthew explains why he believes the market may be pricing in too much optimism and discusses some of the economic and competitive challenges facing the sector.
They also examine the broader implications for investors and the global economy, including how the AI cycle could influence markets, interest rates and sector opportunities over the coming years.
If you would like further information about anything discussed in this episode, please do get in touch: whyinvest@w1m.com.

This podcast is issued by W1M Wealth Management Limited which is authorised and regulated by both by the Financial Conduct Authority of 12 Endeavour Square, London E20 1JN, with firm reference number 120776 and the U.S. Securities and Exchange Commission of 100 F Street, NE Washington, DC 20549, with firm reference number 801-63787. Registered in England and Wales, Company Number 02080604.
The information provided in this podcast is for information purposes only and W1M Wealth Management Limited does not accept liability for any loss or damage which may arise directly or indirectly out of use or reliance by the client, or anyone else, on the information contained in this recording. This podcast should be used as a guide only is based on our current views of markets and is subject to change.
The information provided does not constitute advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor's particular wealth management or investment objectives, strategies, tax status or investment horizon.
All materials have been obtained from sources believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information.
Hosted on Acast. See acast.com/privacy for more information.