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Why Invest?

Waverton Investment Management
Why Invest?
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  • An Interview with Paul Podolsky: Founder of Kate Capital LLC
    In this episode of Why Invest? host Luke Hyde-Smith is joined by Paul Podolsky, former Bridgewater executive, author, and founder of Kate Capital. Paul shares his journey from journalism in 1990s Russia, to macro investing at one of the world’s most successful hedge funds.They explore the current macroeconomic backdrop, including US policy volatility and rising geopolitical tensions and discuss why strong economic growth doesn’t always lead to strong returns.Paul introduces Kate Capital and his investment approach in a world where traditional 60/40 portfolios may no longer work.This podcast is issued by Waverton Investment Management Limited, 16 Babmaes Street, London, SW1Y 6AH. Registered in England No. 2042285. Authorised and Regulated by the Financial Conduct Authority.The information provided in this podcast is for information purposes only and Waverton Investment 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 investment 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 investment objectives, strategies, tax status or investment horizon.Where Waverton’s advice is given it is restricted to discretionary investment management services. We do not provide advice on the use of tax or financial planning products (even if the service which we are managing is held within such a product) or non-discretionary investment.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.
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  • An Interview with Kiril Sokoloff: Founder of 13D Research & Strategy
    In this episode of the Why Invest? podcast Luke Hyde-Smith is joined by Kiril Sokoloff, Founder of 13D Research & Strategy. Known for his contrarian and thematic investment approach, Kiril shares insights that bridge finance, geopolitics, philosophy, and history.The discussion explores current economic turbulence, the role of China and India in the global economy and the importance of free cash flow, value investing, and adaptability in navigating a changing global order.Kiril offers advice to young investors: study history, focus on human insight over technology, and pursue overlooked sectors like strategic resources.This podcast is issued by Waverton Investment Management Limited, 16 Babmaes Street, London, SW1Y 6AH. Registered in England No. 2042285. Authorised and Regulated by the Financial Conduct Authority.The information provided in this podcast is for information purposes only and Waverton Investment 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 investment 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 investment objectives, strategies, tax status or investment horizon.Where Waverton’s advice is given it is restricted to discretionary investment management services. We do not provide advice on the use of tax or financial planning products (even if the service which we are managing is held within such a product) or non-discretionary investment.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.
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  • An Interview with Alex Payne: Life after the game
    In this episode of the Why Invest? podcast, host Luke Hyde-Smith is joined by broadcaster and podcast host Alex Payne. Alex shares the journey from his early days at Sky Sports to launching The Good, The Bad and The Rugby podcast with Mike Tindall and James Haskell, now one of the UK's biggest commercial podcast brands. He discusses the business behind the show, his entrepreneurial venture The Influence Room, and his gin brand supporting injured rugby players. The conversation also dives into the current state of rugby, media trends, and the challenges and opportunities facing the sport today.This podcast is issued by Waverton Investment Management Limited, 16 Babmaes Street, London, SW1Y 6AH. Registered in England No. 2042285. Authorised and Regulated by the Financial Conduct Authority.The information provided in this podcast is for information purposes only and Waverton Investment 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 investment 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 investment objectives, strategies, tax status or investment horizon.Where Waverton’s advice is given it is restricted to discretionary investment management services. We do not provide advice on the use of tax or financial planning products (even if the service which we are managing is held within such a product) or non-discretionary investment.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.
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  • An Interview with Zuleika Salter: Partner and Head of Private Growth Capital at Cavendish
    In this episode of the Why Invest? podcast, hosts James Carter and Alexandra Buchan-Heelas are joined by Zuleika Salter, Partner and Head of Private Growth Capital at Cavendish.The conversation explores the evolving landscape of venture capital in the UK and Zuleika’s own unconventional path into finance. They unpack the differences between venture capital and private equity, the role of advisors in high-pressure growth journeys, and how founders can better position themselves for funding.Zuleika shares insights on market dynamics post-pandemic, the impact of rising interest rates on valuations, and why UK companies are staying private for longer. She also reflects on the cultural contrasts between the UK and US VC scenes, the underrepresentation of female founders in funding, and the power of diversity in investment decision-making.For more information about the topics covered in this episode, please visit www.waverton.co.uk or www.cavendish.com.This podcast is issued by Waverton Investment Management Limited, 16 Babmaes Street, London, SW1Y 6AH. Registered in England No. 2042285. Authorised and Regulated by the Financial Conduct Authority.The information provided in this podcast is for information purposes only and Waverton Investment 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 investment 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 investment objectives, strategies, tax status or investment horizon.Where Waverton’s advice is given it is restricted to discretionary investment management services. We do not provide advice on the use of tax or financial planning products (even if the service which we are managing is held within such a product) or non-discretionary investment.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.
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  • An Interview with Bob Brackett: Commodities, cycles & the future of energy
    The this episode of Waverton’s Why Invest? podcast, host Luke Hyde-Smith is joined by Bob Brackett, Head of Americas Energy Transition and Managing Director Senior/Research Analyst at Bernstein, covering Global Metals & Mining. The discussion explores the critical role of commodities in the global economy, the evolution of energy markets, and the future of metals and mining. They touch on the impact of supply and demand cycles, the importance of copper in the energy transition, and the investment opportunities emerging in the resource sector.They examine the outlook for oil, natural gas, and uranium, including the geopolitical factors influencing prices and market trends. Bob shares insights on the structural shifts in commodity investing, the resurgence of nuclear power, and his long-term investment outlook for the next decade.For more information about the topics covered in this episode, please visit www.waverton.co.uk or www.bernstein.com. This podcast is issued by Waverton Investment Management Limited, 16 Babmaes Street, London, SW1Y 6AH. Registered in England No. 2042285. Authorised and Regulated by the Financial Conduct Authority.The information provided in this podcast is for information purposes only and Waverton Investment 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 investment 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 investment objectives, strategies, tax status or investment horizon.Where Waverton’s advice is given it is restricted to discretionary investment management services. We do not provide advice on the use of tax or financial planning products (even if the service which we are managing is held within such a product) or non-discretionary investment.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.
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About Why Invest?

In this award winning podcast, a team of hosts from Waverton are joined by a variety of guests to get under the bonnet of investment-related topics. From deep dives across the full spectrum of asset classes and regions, to broader themes of geopolitics, economics, and entrepreneurism, this podcast aims to demystify the worlds of finance, investment and beyond. Hosted on Acast. See acast.com/privacy for more information.
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