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The Modern Investor

The Modern Investor

Finimize 102 episodes Nov 10, 2026

A weekly podcast for modern retail investors trying to make sense of increasingly complex markets. Each episode, Finimize CEO Carl Hazeley sits down with world-class investors and experts to explain the forces shaping your money. It is brought to you by Finimize, an investing research platform designed for everyday investors. The show aims to provide clear, practical insights to help you navigate financial markets with more confidence.

Episodes

This Sell-Off Could Break The AI Trade | Market Open
This Sell-Off Could Break The AI Trade | Market Open Nov 10, 2026 33:09 For years, the AI trade has rewarded anyone willing to stay in it. Last week was a reminder of what happens when a crowded trade starts moving the other way.This week on Market Open, Reda and Russ look at the sell-off across tech, the pressure building around AI infrastructure, and whether the market is starting to price in something more serious than a temporary wobble. They also get into the pow
This Midterm Could Be Different For Markets | Market Open
This Midterm Could Be Different For Markets | Market Open Nov 4, 2026 31:24 Midterms have historically been good news for stocks. This time, Reda and Russ think the setup looks a little less straightforward.In this week’s Market Open, they look at what the US election could mean for markets, why AI data centres are becoming a political issue, and whether the usual post-midterm rally can hold up against high valuations and a shaky tech sector. They also discuss Big Tech’s
Anthropic’s IPO Filing Should Make Investors Nervous | Market Open
Anthropic’s IPO Filing Should Make Investors Nervous | Market Open Oct 28, 2026 30:35 Anthropic’s S-1 offered investors a much clearer look at the business - and a few reasons to be uneasy.In this week’s Market Open, Reda Farran and Russell Burns unpack the filing, from Anthropic’s growing reliance on Big Tech to some striking disclosures about how its models behave. They also look at SpaceX’s growing advantage in the AI infrastructure race, the squeeze on smaller data-center playe
Market Open: Why This AI Sell-Off Feels Different
Market Open: Why This AI Sell-Off Feels Different Oct 20, 2026 30:54 The AI trade had a rough week. And this time, the warning signs weren’t limited to stocks.In this week’s Market Open, Reda Farran and Russell Burns look at stress in the credit market, the pressure on CoreWeave, and whether the huge sums being spent on AI can ultimately be justified. They also unpack why Treasuries are starting to look interesting again, and what the broader market is telling us b
Why Smart Investors Still Make Bad Decisions: Alex Edmans
Why Smart Investors Still Make Bad Decisions: Alex Edmans Oct 19, 2026 46:41 Rational investors are supposed to price assets correctly. But investors are people, and people are irrational – which is exactly why bubbles form, herds stampede, and markets overreact to information that doesn’t deserve it.Alex Edmans is Professor of Finance at London Business School. He started on the trading floor at Morgan Stanley before completing a PhD at MIT as a Fulbright Scholar, and has
Market Open: Can the AI Spending Boom Keep Going?
Market Open: Can the AI Spending Boom Keep Going? Oct 13, 2026 32:58 SpaceX is reportedly looking to raise $40 billion to help fund its AI buildout. That’s a lot of money, even by the standards of this boom.In this week’s Market Open, Reda and Russ Burns ask how much longer markets can keep financing AI at this scale, what higher borrowing costs change, and whether Big Tech’s earnings are telling the full story. They also look at nuclear power, bank earnings, and w
Options Aren’t Just For Traders. Here’s How Investors Can Use Them, w/ CBOE & Charles Schwab
Options Aren’t Just For Traders. Here’s How Investors Can Use Them, w/ CBOE & Charles Schwab Oct 9, 2026 34:57 Options have a reputation for being complicated and risky. But they can also be useful tools for investors looking to manage risk, generate income, or make the most of a volatile market.In this episode, Reda Farran speaks to JJ Kinahan from CBOE Global Markets and James Kostulias from Charles Schwab about how investors are actually using options — from covered calls and puts to more complex strate
Bill Ackman: AI Is a ‘Nuclear Weapon’, And Why Big Tech Still Looks Cheap
Bill Ackman: AI Is a ‘Nuclear Weapon’, And Why Big Tech Still Looks Cheap Oct 6, 2026 40:03 Bill Ackman is worried about where AI could lead. He’s also still finding reasons to own some of the companies spending the most on it.On today’s episode, Finimize CEO Carl Hazeley talks to the Pershing Square founder about AI risk, why he still sees value in Big Tech, and what he looks for in businesses he’s willing to own for years.Try Finimize Pro
Market Open: Why Bonds Suddenly Look More Attractive
Market Open: Why Bonds Suddenly Look More Attractive Sep 22, 2026 28:12 Higher bond yields have been painful for existing investors. But for anyone buying today, they also mean something that’s been missing from bonds for years: a genuinely attractive starting return.In this week’s pod, Reda and Russ look at why bonds are starting to deserve another look, how the latest round of rate hikes is changing the picture, and where Reda sees the most interesting opportunities
Research Drops: Is Anthropic Really Worth $2 Trillion?
Research Drops: Is Anthropic Really Worth $2 Trillion? Sep 15, 2026 6:14 Anthropic is preparing for what could become the biggest IPO in history, with a rumoured valuation of around $2 trillion. The question for investors is whether the business can actually grow into a price tag that large. In today's episode, we’re sharing another preview of Research Drops – investment research normally available exclusively to Finimize Pro members.Finimize analyst Russell Burns
Market Open: Could Bond Yields Pop The AI Bubble?
Market Open: Could Bond Yields Pop The AI Bubble? Sep 8, 2026 32:03 Bond yields are climbing to levels not seen in decades. That matters well beyond the bond market – particularly when so much of the US economy is riding on an AI investment boom.This week on Market Open, Finimize CEO Carl Hazeley joins Reda to unpack what’s driving the sell-off in government bonds, why inflation and mounting debt are making investors nervous, and how higher borrowing costs could p
Market Open: Is Nvidia…Too Cheap? And America's $40 Trillion Problem
Market Open: Is Nvidia…Too Cheap? And America's $40 Trillion Problem Sep 2, 2026 24:25 Nvidia just delivered another huge quarter, with revenue growth expected to accelerate next year. Yet after everything that’s happened to the stock, its valuation is starting to look surprisingly modest.This week on Market Open, Reda and Russ digest Nvidia’s latest numbers, and discuss whether some of its biggest beneficiaries might actually be cheap.They also turn to America’s growing debt proble

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