Why Invest?

• Helen Thomas: Founder and CEO of Blonde Money

  In this episode of Why Invest, Helen Thomas, Founder and CEO of Blonde Money, discusses how political risk is shaping financial markets.Helen explores the challenges of rising debt, ageing populations and why productivity growth is so critical to fiscal sustainability. She highlights the growing fragility of institutions, the political volatility gripping the UK, US, and Europe, and the legacy of COVID-era spending.Helen also shares where she sees areas of opportunity — particularly in defence and defence-tech, where government spending is set to grow.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 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.

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• Zahra Ward-Murphy: Strategist at Absolute Strategy Research

  In this episode of Why Invest? host, Luke Hyde-Smith, speaks with Zahra Ward-Murphy, Strategist at Absolute Strategy Research (ASR).The conversation explores why ASR currently favours a modest equity overweight, the resilience of US growth, and how regime shifts in policy, inflation, and credit supply are reshaping portfolio construction. Zahra also discusses the case for a “real asset revival”, from gold and infrastructure to the role of industrial metals in the energy transition, AI, and defence.She reflects on navigating today’s policy-driven markets, the challenges of diversity in finance, and why copper may be one of the most compelling long-term investments for the decade ahead.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 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.

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  43:49
• Mark Latham: Market Veteran and Investment Futurist

  In this episode of Why Invest? Luke Hyde-Smith is joined by market veteran and investment futurist Mark Latham. With over 40 years in commodities and fund management, Mark shares his journey from running a leading resources fund to founding Commodity Intelligence and The Angry Portfolio.They discuss the growing influence of technology across real-world industries, the challenges traditional sectors face amid disruption, and how shifts in investor sentiment often lag behind fundamental change. Mark also touches on how behavioural biases and consensus thinking can lead to missed opportunities in fast-moving markets.The episode covers global equity dynamics, shifting demographics, and the implications of policy and data reliability on long-term investing. With a focus on separating signal from noise, this is a timely discussion for those navigating structural changes and evolving narratives in global markets.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 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.

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  41:19
• Chris Wood: Global Head of Equity Strategy at Jefferies

  In this episode, host Luke Hyde-Smith is joined by guest co-host Stefan Rheinwald and renowned market strategist and author of the Greed & Fear newsletter, Chris Wood. They explore the current contradictions in the Trump agenda, the state of US equity markets, and the implications of surging AI investment.The conversation spans global markets, with Wood sharing his outlook on Japan’s corporate reform story, the long-term opportunity in India’s private banking sector, and why China remains an essential but complex part of any portfolio. They also discuss the risks building in private equity and private credit and the shifting role of the US dollar.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 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.

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• Ruchir Sharma: Chairman of Rockefeller International and Founder of Breakout Capital

  In this episode host, Luke Hyde-Smith, is joined by renowned investor and author Ruchir Sharma, Chairman of Rockefeller International and Founder of Breakout Capital. They discuss Sharma’s top investment trends for 2025 and examine the evolving global economic landscape at the halfway point of the year.The conversation also delves into themes from Sharma’s latest book, What Went Wrong with Capitalism, and Sharma shares insights on investing across emerging markets through Breakout Capital, the economic optimism driving reforms globally, and his personal philosophy of living life “in parallel.”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 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.

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  49:14

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