Episodios

  • s01e08 - Fintech Insights with Tim Levene
    Aug 16 2024

    Welcome to Episode 8 of the Intelligent Wealth Podcast!

    Join Tony Byrne, Managing Director of Minerva Money Management, as he sits down with Tim Levene, CEO of Augmentum Fintech, the UK’s only publicly listed FinTech investment company. In this episode, they delve deep into the evolution of the UK FinTech market, the challenges and opportunities in venture capital, and Tim’s entrepreneurial journey from founding Betfair to leading Augmentum.

    Highlights:

    The Rise of UK FinTech:

    UK FinTech Market: Tim discusses the undervaluation of the UK technology market and the bright future of London as a global FinTech hub.
    Building Ecosystems: Learn how the success of companies like Betfair has laid the groundwork for future UK tech giants.
    Tim Levene’s Journey:

    Entrepreneurial Insights: Tim shares his experiences from starting his first juice bar chain to building Betfair and eventually Augmentum Fintech.
    Lessons from Betfair: Discover the critical lessons learned from Betfair’s success with limited capital and the importance of execution in startups.
    Investment Strategies:

    Augmentum’s Vision: Explore why Tim chose the unique structure of an investment trust and how Augmentum aims to democratize access to venture capital.
    Future of FinTech: Tim and Tony discuss the future of the UK FinTech industry and how it can continue to thrive in a post-Brexit world.
    Personal Insights:

    Work-Life Balance: Tim shares how he balances his busy life as a CEO, public servant, and father, including his love for Chelsea FC.
    Disclaimer: This podcast is for informational purposes only and does not constitute financial advice. Always consult with a professional advisor before making any investment decisions.

    Minerva Money Management Website: https://minervamoneymanagement.co.uk

    Don't forget to like, subscribe, and leave a review to help us bring you more insightful content! Stay tuned for more episodes featuring top industry leaders in the world of finance and technology.

    Disclaimer:
    The value of investments can rise as well as fall. You may not get back the full amount you invested. The views stated in this podcast are purely personal opinions, not advice. You should always consult a professional for investment advice.


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    Produced by GR Media - https://grmediamarketing.com/

    Music from #Uppbeat (free for Creators!):

    https://uppbeat.io/t/abbynoise/night-thunder

    License code: C4BIIEC6POGUQVDJ

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    43 m
  • s01e07 - Automation & Robotics
    Aug 2 2024

    Welcome to Episode 7 of the Intelligent Wealth Podcast!

    Join Tony Byrne, Managing Director of Minerva Money Management, along with Head of Research Awet Ghirmay and Director Carl Roberts, as they dive into the future of investments, automation, and AI.

    Highlights:

    Personal Updates:

    • Coaching Little League: Carl shares his new adventure of coaching his son's football team and the challenges that come with it.
    • Euro 2024 Insights: Awet discusses his thoughts on the ongoing Euro 2024 and England's performance.

    Main Topics:

    • Automation & Robotics in Investing: Tony, Carl, and Awet explore the growing influence of automation and robotics in various sectors, including AI advancements and their impact on efficiency.
    • Concentrated Portfolios: The team debates the benefits and risks of maintaining a concentrated investment portfolio versus diversification.

    Investment Insights:

    • AI & Cloud Investments: Awet highlights the significance of investing in AI and cloud services, with companies like Google and Microsoft leading the charge.
    • Ocado's Automated Warehouses: Discussion on Ocado's cutting-edge automated warehouses and the financial challenges they face.

    Tips & Recommendations:

    • Breathing Techniques for Stress Reduction: Awet shares the importance of proper breathing techniques for health and stress management.
    • Portfolio Visualizer Tool: Carl introduces a powerful tool for backtesting and optimizing investment portfolios.

    Disclaimer: This podcast is for informational purposes only and does not constitute financial advice. Always consult with a professional advisor before making any investment decisions.

    Minerva Money Management Website: https://minervamoneymanagement.co.uk

    Don't forget to like, subscribe, and leave a review on Apple Podcasts to help us reach more serious investors like you! Stay tuned for our next episode featuring high-profile guests from the investment world.

    #Investment #AI #Automation #FinTech #WealthManagement #IntelligentWealthPodcast

    Disclaimer:
    The value of investments can rise as well as fall. You may not get back the full amount you invested. The views stated in this podcast are purely personal opinions, not advice. You should always consult a professional for investment advice.


    --------------------------------

    Produced by GR Media - https://grmediamarketing.com/

    Music from #Uppbeat (free for Creators!):

    https://uppbeat.io/t/abbynoise/night-thunder

    License code: C4BIIEC6POGUQVDJ

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    38 m
  • s01e06 - Transport Tech
    Jul 19 2024

    Welcome to Episode 6 of the Intelligent Wealth Podcast!

    Join Tony Byrne, Managing Director of Minerva Money Management, along with Head of Research Awet Ghirmay and Director Carl Roberts, as they dive into the exciting advancements in transportation technology and discuss the latest market trends.

    Highlights:

    Market Update:

    General Election and Pension Changes: Carl discusses the implications of the UK general election and the recent changes to the pension lifetime allowance.

    India's Market Potential: Awet delves into India's emerging market and its potential to replace China as a productivity leader.

    Main Topics:

    Is the Market Truly Efficient?: Awet debates the efficiency of the market, exploring short-term vs. long-term perspectives and the role of human behaviour.

    Uber Revolutionising Transportation: Carl shares insights from their recent trip to the US, highlighting how Uber has transformed the taxi industry and set a new standard for transportation services.

    Technology and Innovation:

    Future of Autonomous Vehicles: The team discusses the potential of autonomous vehicles, driverless taxis, and the impact on future transportation systems.

    Innovations in Electric Vehicles: Tony and Awet talk about the latest advancements in electric vehicles and how companies like Tesla are leading the charge.

    Investment Opportunities:

    Transport Tech Companies to Watch: Awet highlights key players in the transport tech space, such as Uber, Amazon, and Tesla, and their innovative contributions.

    Buyback Strategies: Awet explains the powerful impact of buyback strategies for generating wealth and how companies like Apple are leveraging this approach.

    Recommendations:

    Goodfellows Podcast: Awet recommends the Goodfellows podcast from the Hoover Institution, which covers topics in economics, history, and national security.

    The Modern Wisdom Podcast with Scott Galloway: Carl suggests an episode discussing "The Four Secrets to Get Rich in a Broken Economy."

    The Art of Quality Investing by Luke Kroetze: Tony shares insights from this book, which focuses on quality investing and compounding growth.

    Disclaimer: This podcast is for informational purposes only and does not constitute financial advice. Always consult with a professional advisor before making any investment decisions.

    Minerva Money Management Website: https://minervamoneymanagement.co.uk

    Disclaimer:
    The value of investments can rise as well as fall. You may not get back the full amount you invested. The views stated in this podcast are purely personal opinions, not advice. You should always consult a professional for investment advice.


    --------------------------------

    Produced by GR Media - https://grmediamarketing.com/

    Music from #Uppbeat (free for Creators!):

    https://uppbeat.io/t/abbynoise/night-thunder

    License code: C4BIIEC6POGUQVDJ

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    45 m
  • s01e05 - Investment Strategies, Bitcoin Insights & FinTech Trends
    Jul 5 2024

    Welcome to Episode 5 of the Intelligent Wealth Podcast!

    Join Tony Byrne, Managing Director of Minerva Money Management, along with Head of Research Awet Ghirmay and Director Carl Roberts, as they explore the latest trends in investments, cryptocurrency, and the dynamic world of FinTech.

    Highlights:

    Market Update:

    - Ashtead Holdings' US Move: Carl discusses rumors about Ashtead Holdings planning to move its UK listing to the US, examining the potential impact on the UK stock market.

    - Nvidia’s Market Cap Milestone: Awet delves into Nvidia's recent achievement of joining the three trillion market cap club and its implications for investors.

    Main Topics:

    - Understanding Risk in Investments: Awet explains the concept of risk in the investment world, offering insights into how to perceive and manage it effectively.

    - Bitcoin Toolmakers: Carl shares a unique perspective on Bitcoin, drawing parallels to the gold rush era and focusing on the companies that provide tools and services for cryptocurrency.

    Cryptocurrency Insights:

    - Tony's Bitcoin Journey: Tony recounts his personal experiences with Bitcoin investments, including a cautionary tale involving FTX and the importance of choosing reliable platforms.

    - Future of Cryptocurrency: Awet and Carl discuss the potential of cryptocurrency to revolutionize the financial system, highlighting its impact on unbanked populations and global trade.

    Investment Opportunities:

    - FinTech Companies to Watch: Awet highlights key players in the FinTech space, such as Wise and Coinbase, and their potential to disrupt traditional financial systems.

    Recommendations:

    Miracle Morning by Hal Elrod: Awet shares how this book has transformed his daily routine and productivity.

    Full Focus Planner: Carl recommends this tool for taking control of your day and enhancing productivity.

    FinChat.io: Carl introduces this AI-powered stock research platform that simplifies financial analysis.

    Disclaimer: This podcast is for informational purposes only and does not constitute financial advice. Always consult with a professional advisor before making any investment decisions.

    Minerva Money Management Website: https://minervamoneymanagement.co.uk


    Disclaimer:
    The value of investments can rise as well as fall. You may not get back the full amount you invested. The views stated in this podcast are purely personal opinions, not advice. You should always consult a professional for investment advice.


    --------------------------------

    Produced by GR Media - https://grmediamarketing.com/

    Music from #Uppbeat (free for Creators!):

    https://uppbeat.io/t/abbynoise/night-thunder

    License code: C4BIIEC6POGUQVDJ

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    49 m
  • s01e04 - Longevity
    Jun 21 2024

    Welcome to Episode 4 of the Intelligent Wealth Podcast!

    Join Tony Byrne, Managing Director of Minerva Money Management, along with Head of Research Awet Ghirmay and Director Carl Roberts, as they dive deep into the intriguing world of longevity and its profound implications for the market.


    Highlights:


    Market Update:

    Nvidia’s Phenomenal Rise: Discover why Nvidia has become the hot topic in the investment world, with its extraordinary growth and recent stock split. Learn what this means for investors and why it continues to defy expectations.

    Political Insights: The team discusses the latest political developments, including Donald Trump’s recent legal troubles and the upcoming general election, examining their potential impact on the market.


    Main Topic: Longevity

    Defining Longevity: Awet kicks off the discussion by defining longevity and its significance. With global life expectancy rising, the potential for living healthier, longer lives is more relevant than ever.

    Advancements in Gene Editing: Explore the cutting-edge work of companies like CRISPR and their efforts to tackle hereditary diseases. Understand how gene editing could revolutionise our approach to health and longevity.

    Supplements and Lifestyle Changes: Tony Byrne shares insights from experts like David Sinclair on the benefits of supplements such as NMN and resveratrol, as well as lifestyle changes that can enhance longevity. Discover practical tips to boost your energy levels and improve your DNA health.


    Investment Opportunities:

    Future of Longevity Market: With predictions that the longevity market could surpass the healthcare market, the team highlights key players like Juvenessence and Altos Labs. Learn why tech giants like Jeff Bezos are investing heavily in this space and what this means for future growth.

    Regenerative Medicine: Tony discusses the fascinating potential of using one’s own cells to regenerate organs, drawing parallels to simple agricultural techniques. This could be a game-changer in extending healthy life spans.


    Ethical Considerations:

    Moral Implications of Gene Editing: Awet and Carl delve into the controversial aspects of gene editing, from eliminating hereditary diseases to the ethical dilemmas of designing future generations. Understand the complex moral landscape surrounding these advancements.


    Recommendations:

    Howard Marks’ Memo on Debt: Awet recommends Howard Marks’ insightful memo on the importance of managing debt and its impact on long-term investment success. A must-listen for anyone interested in financial resilience.

    The Daily Dad by Ryan Holiday: Carl shares his experience with Ryan Holiday’s book, offering daily passages that focus on intentional parenting and raising well-rounded children. Perfect for busy parents seeking balance.

    Barbara O’Neill’s Natural Health Solutions: Tony highlights Barbara O’Neill’s lectures on natural health remedies, advocating for lifestyle changes that promote longevity without medication. Discover how natural foods and habits can lead to a healthier life.


    Disclaimer: This podcast is for informational purpos

    Disclaimer:
    The value of investments can rise as well as fall. You may not get back the full amount you invested. The views stated in this podcast are purely personal opinions, not advice. You should always consult a professional for investment advice.


    --------------------------------

    Produced by GR Media - https://grmediamarketing.com/

    Music from #Uppbeat (free for Creators!):

    https://uppbeat.io/t/abbynoise/night-thunder

    License code: C4BIIEC6POGUQVDJ

    Más Menos
    35 m
  • s01e03 - Our pilgrimage to Omaha to meet the God of investing Warren Buffett
    Jun 6 2024

    Welcome to the third episode of the Intelligent Wealth Podcast!

    Join Tony Byrne, Managing Director, alongside fellow director Carl Roberts and Head of Research Awet Gherme, as they delve into the latest market news, IPOs, and invaluable insights from the recent Berkshire Hathaway shareholders meeting.

    Highlights:

    Market News: Discussion on the potential listing of Chinese retail giant Shein on the London Stock Exchange and its implications.

    Investment Strategies: Evaluating the risks and benefits of investing in retail and fashion IPOs.

    Podcast Recommendations: The team shares their current favourite podcasts, including The Athletic, The Daily Stoic, and Joe Rogan’s diverse and informative episodes.

    Berkshire Hathaway Meeting: A detailed account of attending the Berkshire Hathaway shareholders meeting, including personal experiences and key takeaways from Warren Buffett’s and Charlie Munger’s wisdom.

    Life Lessons from Investing Legends: Reflections on Buffett’s advice about life, investment philosophies, and the importance of having “skin in the game.”

    Join us for expert analysis, thought-provoking discussions, and practical investment tips.

    Disclaimer: This podcast is for informational purposes only and does not constitute financial advice. Always consult with a professional advisor before making any investment decisions.

    Visit our website and subscribe to stay updated with our latest episodes and insights. Follow us on social media for more investment tips and updates.

    Disclaimer:
    The value of investments can rise as well as fall. You may not get back the full amount you invested. The views stated in this podcast are purely personal opinions, not advice. You should always consult a professional for investment advice.


    --------------------------------

    Produced by GR Media - https://grmediamarketing.com/

    Music from #Uppbeat (free for Creators!):

    https://uppbeat.io/t/abbynoise/night-thunder

    License code: C4BIIEC6POGUQVDJ

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    39 m
  • s01e02 - Connectivity
    Jun 6 2024

    Welcome to the second episode of the Intelligent Wealth Podcast!

    Join Tony Byrne, Managing Director, alongside Head of Research, Awet, and Director, Carl, as they delve into current market events, the evolving digital landscape, and key investment strategies.

    Highlights:

    FTSE 100 Peaks: Discussing the recent highs of the FTSE 100 and its implications for long-term investors.

    US-China Tech Tensions: Insights on the potential US ban on TikTok and its broader implications for tech regulation and international relations.

    Connectivity’s Growing Role: Exploring the expanding impact of connectivity, including the Internet of Things, 5G, cloud computing, cybersecurity, and virtual reality.

    Investment Strategies: Emphasising the importance of investing in well-managed companies with long-term potential.

    Podcast and Book Recommendations: The team shares their favourite investment-related podcasts and books, including insights from Berkshire Hathaway’s annual meeting.

    Join us for expert analysis, thought-provoking discussions, and practical investment tips.

    Disclaimer: This podcast is for informational purposes only and does not constitute financial advice. Always consult with a professional advisor before making any investment decisions.

    Visit our website and subscribe to stay updated with our latest episodes and insights. Follow us on social media for more investment tips and updates.

    Disclaimer:
    The value of investments can rise as well as fall. You may not get back the full amount you invested. The views stated in this podcast are purely personal opinions, not advice. You should always consult a professional for investment advice.


    --------------------------------

    Produced by GR Media - https://grmediamarketing.com/

    Music from #Uppbeat (free for Creators!):

    https://uppbeat.io/t/abbynoise/night-thunder

    License code: C4BIIEC6POGUQVDJ

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    48 m
  • s01e01 - Where all the growth is going to come from
    Jun 6 2024

    Join us for the debut episode of the Intelligent Wealth Podcast!

    In this episode, Managing Director Tony Byrne, Head of Research Awet, and Director Carl discuss their investment philosophies and insights on current market trends.

    Highlights:

    Introduction to Minerva Money Management: Meet the team behind the Intelligent Wealth Fund and learn about their approach to discretionary fund management.

    Market Trends: Dive into the latest market highs and hear our thoughts on the S&P 500 and FTSE 100.

    Berkshire Hathaway AGM: Our excitement and reflections on attending the prestigious event.

    Pension Lifetime Allowance: Understand the recent policy changes and their potential impact on your investments.

    Investment Principles: Hear Awet’s story with Coinbase and our principles for long-term growth.

    Future Themes: Discover the seven key themes driving our investment strategy, from FinTech to renewable energy.

    Tune in to gain valuable insights and stay ahead in the world of investing. Don’t miss out on expert advice and thought-provoking discussions from industry leaders.

    Disclaimer: This podcast is for informational purposes only and does not constitute financial advice. Always consult with a professional advisor before making any investment decisions.

    Visit our website and subscribe to stay updated with our latest episodes and insights. Follow us on social media for more investment tips and updates.

    Disclaimer:
    The value of investments can rise as well as fall. You may not get back the full amount you invested. The views stated in this podcast are purely personal opinions, not advice. You should always consult a professional for investment advice.


    --------------------------------

    Produced by GR Media - https://grmediamarketing.com/

    Music from #Uppbeat (free for Creators!):

    https://uppbeat.io/t/abbynoise/night-thunder

    License code: C4BIIEC6POGUQVDJ

    Más Menos
    47 m