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The Modern Investor

The Modern Investor

Finimize 102 Episodes Oct 20, 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

Market Open: Why This AI Sell-Off Feels Different
Market Open: Why This AI Sell-Off Feels Different Oct 20, 2026 1854 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 2801 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 1978 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 2097 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 2403 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 1692 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 374 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 1923 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 1465 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
Research Drops: Finding The Winners In China’s AI Race
Research Drops: Finding The Winners In China’s AI Race Aug 31, 2026 347 China is spending roughly one dollar on AI for every eight spent by America. But for investors, having less money to spend doesn’t necessarily mean fewer opportunities.In the second week of our summer hiatus, we’re giving you another preview of Research Drops – investment research normally available exclusively to Finimize Pro members.Finimize analyst Theodora Lee Joseph looks beyond China’s bigge
Research Drops: How To Get Better At Being Wrong In Investing
Research Drops: How To Get Better At Being Wrong In Investing Aug 24, 2026 431 The best investors aren’t always the ones making the smartest calls. Sometimes, they’re simply the ones making fewer costly mistakes.Today we’re doing something a little different: giving you a taste of Research Drops - investment research normally available exclusively to Finimize Pro members.Inspired by Barry Ritholtz’s How Not To Invest, our Head of Content Reda Farran looks at the bad ideas, b
Market Open: AI Might Be Propping Up the US Economy
Market Open: AI Might Be Propping Up the US Economy Aug 18, 2026 1785 For years, the American consumer has been the reliable engine of the US economy. Right now, though, some of the most important spending is happening somewhere else entirely.In this week's episode of Market Open, Reda and Russ chew through the vast sums flowing into data centers and compute, why Wall Street is finding new ways to finance it, and how long today's extraordinary demand can c

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