Episodes
This summer, we have seen record-breaking global temperatures and extreme weather events: floods, the hottest June on record and wildfires. The scale of the climate problem is becoming increasingly clear; governments and investors can no longer ignore it. In this episode, we’ll discuss why governments have responded slowly to the crisis and the strong link between UK pensions and fossil fuels. We will also examine the scale of the climate problem and how it fits into thinking about...
Published 07/20/23
This week we are thinking about how AI could change wealth management Remember when investing your capital is at risk and nothing in this podcast is financial advice get in touch: [email protected] Hosted on Acast. See acast.com/privacy for more information.
Published 07/12/23
Published 07/12/23
This week we look at Larry Fink's latest letter to shareholders and how he and Blackrock are stepping back from using the term "ESG". We also look at Glencore's CEO threatening to move the company from London to New York - blaming ESG At the same time Anti-ESG funds are not taking off in the US despite the escalation in the war on woke Get in touch: [email protected] Remember when investing your capital is at risk and nothing in in this podcast is financial advice. Hosted on...
Published 07/07/23
We review the predictions we made for 2023 and see if things are turning out as expected! Get in touch: [email protected] Crowdfunding: https://circa5000.com/crowdfund Remember nothing in this podcast is financial advice and when investing your capital is at risk. Crowdfunding carries specific risks please take 2mins to read about them on crowdcube.com Hosted on Acast. See acast.com/privacy for more information.
Published 06/13/23
The CIRCA5000 ETFs are live! Remember nothing in this podcast is financial advice and when investing your capital is at risk. Get in touch: [email protected] Hosted on Acast. See acast.com/privacy for more information.
Published 06/08/23
This week we discuss what makes a good 'impact' ETF and discuss the differences between 'active' and 'passive' funds. When investing your capital is at risk and nothing in this podcast is financial advice. Get in touch: [email protected] Hosted on Acast. See acast.com/privacy for more information.
Published 05/31/23
This week we are looking at ETFs and what is next for this rapidly growing and changing area of the investment world. Nothing in this podcast is financial advice and when investing your capital is at risk. Get in touch: [email protected] Hosted on Acast. See acast.com/privacy for more information.
Published 05/26/23
This week we discuss the ongoing challenges central banks face in tackling inflation across different regions US, Eurozone and UK. Will rates continue to rise? Will inflation ever get down to the 2% target? And what does it all mean for markets, investors and savers? Remember nothing in this podcast is financial advice and when investing your capital is at risk. Get in touch: [email protected] Hosted on Acast. See acast.com/privacy for more information.
Published 05/18/23
In this ep we look at how explosion in the number of ESG branded funds has turned into a massive retraction with fund managers rushing to downgrade their own sustainability ratings. We also look at how ratings agency MSCI is getting stricter on ESG ratings. Remember when investing your capital is at risk and nothing in this podcast is financial advice. Get in touch: [email protected] Hosted on Acast. See acast.com/privacy for more information.
Published 05/03/23
In this episode, we will discuss the topic of pensions and their impact on the UK economy and individuals. The conversation will cover the key players involved, including Tony Blair and William Hague's 'New National Purpose' report, and the central question: Are pensions working for people or the UK economy? The Decline of Defined Benefit (DB) Pensions: The episode highlights that DB schemes, which were designed to provide salary-linked pensions to employees, are now closed to new pension...
Published 04/26/23
This week we talk about companies with animal testing exposure in ESG funds. We also look at whether mining could ever form part of an impact portfolio. Nothing in this episode is financial advice and when investing your capital is at risk. Pension Comp T&Cs: https://circa5000.com/support/promotional-terms-pension-competition Hosted on Acast. See acast.com/privacy for more information.
Published 04/19/23
This week it’s the long awaited U.K. economy special. There’s no way it can live up to the hype but at least we finally got around to recording it. Remember nothing in this podcast is financial advice and when investing your capital is at risk Get in touch: [email protected] Pension Comp T&Cs: https://circa5000.com/support/promotional-terms-pension-competition Hosted on Acast. See acast.com/privacy for more information.
Published 04/11/23
This week we discuss the recent oil price rises as a result of the OPEC+ reducing oil supply by 1m barrels a day. We also ask whether ESG is missing a D?! This podcast is not financial advice and when investing your capital is at risk Get in touch: [email protected] Pension Comp T&Cs: https://circa5000.com/support/promotional-terms-pension-competition Hosted on Acast. See acast.com/privacy for more information.
Published 04/05/23
This week we discuss whether ESG is moving beyond being just a risk framework and how marketing, press articles and greenwashing is warping what people think of as 'ESG'. When investing you capital is at risk. Nothing in this podcast is financial advice. Get in touch: [email protected] Pension comp terms: https://circa5000.com/support/promotional-terms-pension-competition ISA comp terms: https://circa5000.com/support/promotional-terms-isa-matched-giveaway Hosted on Acast. See...
Published 03/29/23
This week we review how wrong our budget predictions were. Discuss ISAs vs LISAs vs Pensions and how shareholders of BP and Shell are planning to vote against management to force climate action. When investing you capital is at risk. Nothing in this podcast is financial advice. Get in touch: [email protected] Pension comp terms: https://circa5000.com/support/promotional-terms-pension-competition ISA comp terms:...
Published 03/23/23
We discuss predictions for the UK budget ahead of the announcement by Jeremy Hunt on 15th March. We discuss the impact on climate start ups of the failure of Silicon Valley Bank. Pension comp terms: https://docs.circa5000.com/website_policies/2023-pension-giveaway-t-cs.pdf?utm_source=Iterable&utm_medium=email&utm_campaign=pension-comp British Business Bank Awards (please vote) https://smartmoneypeople.com/CIRCA-5000-Reviews/product/Investment-App/review Get in touch:...
Published 03/14/23
Vote for us in the British Bank Awards: https://smartmoneypeople.com/british-bank-awards/review  This week we talk about the war on ESG in the US and take a look at how markets have started the year. (Tom also manages to mention Elon Musk - again!) Remember when investing your capital is at risk and nothing in this podcast is financial advice. Get in touch: [email protected] Hosted on Acast. See acast.com/privacy for more information.
Published 03/09/23
In this episode we we run through 10 common investing myths Remember when investing your capital is at risk and nothing in this podcast is financial advice Get in touch: [email protected] Hosted on Acast. See acast.com/privacy for more information.
Published 02/21/23
This week we are discussing impact investing! Remember when investing your capital is at risk and nothing in this podcast is financial advice. Get in touch with your questions [email protected] Hosted on Acast. See acast.com/privacy for more information.
Published 02/14/23
A new quickfire episode - we give our 10 ISA tips in 10 minutes! Nothing in this podcast is financial advice, when investing your capital is at risk. Send us your questions: [email protected] Hosted on Acast. See acast.com/privacy for more information.
Published 02/07/23
In this episode we make the case for and against thematic investing. We look at the different types of funds. What does a 'bad' thematic fund look like? Can thematic investing be part of a proper investment portfolio and why the industry has got it wrong when it comes to thematic funds. Remember when investing your capital is at risk and this podcast does not provide financial advice. We are not making any recommendation to buy, hold, sell or short any fund or stock. Get in touch:...
Published 01/31/23
This week we take another look at pensions and the generational shift in what people can expect in retirement. Pensions have changed - generous defined benefit schemes are almost completely gone and defined contribution schemes put the risk of not having enough in retirement on you, not your employer. We discuss this, as well as, how inflation affects your retirement plans, whether you should think of your home as a pension, and what you can do to increase your chances of a well funded...
Published 01/24/23
This week we are looking at what has happened to Tesla - the stock has fallen over 70% and Elon Musk is now the first person in history to lose $200bn. We look at the lessons that can be learnt from this for long term impact investors. We also discuss the dirty supply chains of the electric vehicle industry and Tom promises to end the episode with some good news! Youtube video we reference: https://youtu.be/CIWvk3gJ_7E This podcast is not an invitation or recommendation to buy or sell and...
Published 01/17/23
This week we are talking about the war on woke capitalism. Why has ESG become such a politicized issue in the US? Why is ESG being confused with "woke-washing"? What does this all mean for the future of ESG and impact investing? Nothing in this podcast is financial advice, when investing your capital is at risk. Get in touch: [email protected] Hosted on Acast. See acast.com/privacy for more information.
Published 01/10/23