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Investing, Markets & Money

The Armchair Trader
Investing, Markets & Money
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158 episodes

  • Investing, Markets & Money

    UK Commercial Real Estate: The Comeback?

    30/1/2026 | 20 mins.
    Is the UK commercial real estate market poised for a massive rebound?

    In this episode, Bradley Biggins from Schroder Real Estate Investment Trust reveals why we may have reached a critical turning point. Following a 25% valuation correction, Schroder now forecasts total returns of 8 - 10% per annum over the next four years.

    Discover how high construction costs are limiting supply and driving rental growth, while the ‘Green Premium’ sees sustainable assets commanding rents up to 40% higher than older units. We also explore the impact of interest rates and hybrid working on future property returns.

    00:00 Intro to Schroder Real Estate
    01:20 How healthy is the UK's commercial real estate market?
    03:18 What's the big drag on lack of supply?
    03:53 How has investor appetite varied?
    04:56 How do interest rates affect the market?
    06:19 EPC ratings
    08:17 Occupier sentiment and hybrid working
    09:48 Private equity geting involved in the market
    11:24 Schroder Real Estate paying dividends
    13:39 New acquisitions and disposals
    16:54 When to redevelop and when to buy from new
    18:31 What's the key selling point for UK commercial property?
  • Investing, Markets & Money

    Impact Minerals: The $1.2bn High Purity Alumina Opportunity

    07/1/2026 | 27 mins.
    In this episode, we sit down with Dr Mike Jones, Managing Director of Impact Minerals [ASX:IPT], to discuss the incredible potential of High Purity Alumina (HPA). From preventing Tesla battery fires to creating scratch-proof sapphire glass, HPA is the critical mineral you haven't heard of yet.

    Mike explains how the unique Lake Hope Project in Western Australia aims to become the lowest-cost HPA producer globally. We dive into the economics of the project, the recent acquisition of game-changing processing technology, and what this means for investors.

    Topics covered:
    What is High Purity Alumina (HPA)?
    The role of HPA in Lithium-Ion battery safety.
    How Impact Minerals plans to undercut global production costs.
    The $1.2 Billion AUD project valuation.

    Disclaimer: The content of this video is for information and entertainment purposes only and does not constitute financial advice. Always do your own research.

    #ImpactMinerals #LakeHope #LithiumBattery #HPA #AustralianMining #SyntheticSapphire #Semiconductor #BatteryTech #MikeJones #alumina

    Listen on:
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    Apple Podcasts - https://podcasts.apple.com/gb/podcast/the-armchair-trader-podcast/id1454640070
    Amazon - https://music.amazon.co.uk/podcasts/68a66097-24d8-403e-a86f-70fab0d2d686/The-Armchair-Trader-Podcast
    SoundCloud - https://soundcloud.com/armchairtrader/

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  • Investing, Markets & Money

    Investing in Quantum Computing with WisdomTree’s Elvira Kuramshina

    09/12/2025 | 35 mins.
    Quantum computing is moving from theory to reality — and investors are paying attention. In this episode, we break down the future of quantum computing investing, including the race toward Q-day, the rise of post-quantum cryptography, and the companies pushing innovation forward.

    Our guest, WisdomTree’s Elvira Kuramshina, explains how quantum computers actually work, why they won’t replace classical systems, and the sectors likely to see the biggest disruption across cybersecurity, cloud computing, drug discovery, finance, and more.

    If you want to understand quantum investing opportunities, the risks, and the timeline to commercialisation, this episode is for you.

    Topics we cover:

    - How quantum computers differ from classical machines
    - Q-day and its impact on global cybersecurity
    - Post-quantum cryptography and new NIST standards
    - Public companies leading early quantum adoption
    - How to approach quantum computing investing
    - Long-term risks and opportunities for markets

    Sign up for our free investing newsletter - https://www.thearmchairtrader.com/newsletter/

    Chapters:

    00:00 What is quantum computing?
    04:07 Where does quantum computing fit with AI?
    05:37 What is Q-day and why does it matter?
    12:27 The quantum ecosystem: hardware, software & cloud
    15:04 Quantum computing Government strategies
    17:58 Quantum safe standards to future proof systems
    19:28 How to think about quantum computing investing
    24:16 Are there expansion constraints of the technology?
    27:50 Building a quantum computing investment strategy
  • Investing, Markets & Money

    How to Start Investing in the UK | ISAs vs SIPPs, ETFs, Diversification & Beginner Mistakes

    19/11/2025 | 19 mins.
    In this episode of Investing, Markets & Money, we dive into one of the most common questions for new investors in the UK: how do you actually start investing? Whether you're thinking about opening your first Stocks & Shares ISA, exploring SIPPs, or trying to understand the difference between funds, ETFs and individual shares, this episode breaks everything down in plain English.

    We’re joined by Richard Hunter, Head of Markets at Interactive Investor, winner of the “Best Investment Platform” at the Online Money Awards. Richard shares super-useful insights for beginners — from why keeping all your money in cash can cost you over time, to how diversification works, and why compounding is such a powerful long-term force.

    In this episode:

    Why investing often beats cash over the long run

    The best tax-efficient accounts: ISA vs SIPP

    Should beginners buy funds, ETFs, or shares?

    How diversification really works (and what mistakes to avoid)

    The power of compound interest

    Hands-off investing options for people who don’t want to stock-pick

    What Interactive Investor offers for new, early-stage investors

    If you're just starting your investment journey — or thinking about taking your first step — this episode gives you the confidence and clarity you need.

    👉 Listen, follow and share if you enjoy the show
    👉 Sign up for our free weekly investing newsletter at www.thearmchairtrader.com/newsletter
    👉 Check out more resources at www.ii.co.uk

    Listen on:
    Spotify - https://open.spotify.com/show/2vfaIsYhqcRejpjWNqYF6f
    Apple Podcasts - https://podcasts.apple.com/gb/podcast/the-armchair-trader-podcast/id1454640070
    Amazon - https://music.amazon.co.uk/podcasts/68a66097-24d8-403e-a86f-70fab0d2d686/The-Armchair-Trader-Podcast
    SoundCloud - https://soundcloud.com/armchairtrader/

    Follow us:
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    Linkedin - https://www.linkedin.com/company/10429893
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    Facebook - https://www.facebook.com/TheArmchairTrader

    00:00 Introduction to Interactive Investors
    02:37 Why should people invest?
    04:02 Tax-efficient structures
    06:05 Do people tend to buy just stocks, just funds or a mix?
    08:42 Investing in what you know
    09:18 What help do ii provide to new investors?
    10:28 Diversifying your investments
    12:35 Having to part with winners
    13:53 Compounding
    14:59 How often to check your portfolio
    16:24 Don't want to make the decisions yourself?
    17:33 Find out more about Interactive Investor at ii.co.uk
  • Investing, Markets & Money

    How Nano One Is Breaking China’s Grip on the Global Battery Supply Chain - with CEO Dan Blondal

    12/11/2025 | 28 mins.
    In this episode of the Investing, Markets & Money podcast, host Stuart Fieldhouse talks with Dan Blondal, CEO of Nano One Materials, about the company’s latest breakthroughs in lithium iron phosphate (LFP) battery technology — and what they mean for investors.

    Nano One has secured $5 million in new funding from Natural Resources Canada, complementing earlier support from the U.S. Department of Defense and the Government of Quebec, as it scales up its LFP demonstration plant. Blondal explains how this non-dilutive capital helps the company grow while building a cleaner, more sustainable battery supply chain for North America and beyond.

    We also dive into:
    ⚡ How Nano One’s patented “one-pot process” eliminates wastewater and reduces costs
    🌍 Why governments are backing the decoupling of battery supply chains from China
    🤝 Strategic partnerships with Sumitomo Metal Mining and Rio Tinto
    🇺🇸 The rise of the Arkansas Lithium Technology Accelerator (ALTA)
    💡 What investors can expect next as Nano One expands into Europe

    If you’re following the EV, clean-tech, or battery materials sectors — or just want to understand where the next big opportunities lie — this is a must-listen conversation.

    Visit the Nano One website: https://nanoone.ca/

    📩 Get our free newsletter for insights on Stocks, ETFs, Commodities, and Global Markets: www.thearmchairtrader.com/newsletter/

    00:00 More funding for Nano One
    02:57 Geopolitical background and decoupling from China
    07:52 The Sumitomo collaboration
    10:14 Joining the Arkansas Lithium Technology Accelerator (ALTA) program
    14:00 Why is Arkansas taking the lead?
    15:26 The Rio Tinto partnership
    17:35 New patents approved
    18:31 Impact of China's export restrictions
    22:27 Nano One's involvement with Europe and the G7
    24:39 Future plans

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About Investing, Markets & Money

The Armchair Trader Editor, Stuart Fieldhouse calls on his wealth of experience within the financial markets and extensive network of connections to bring you this investing podcast. Stuart invites guests on to the show each week to discuss important themes within the financial markets. His guests include CEO’s of listed companies from around the world, from micro cap stocks to large established businesses. He speaks with Fund Managers about stock picking and the markets in which they operate, and he chats with Market Analysts about a range of topics that offer a broader view of the markets as well as insight on topical themes and trends. Listen on SoundCloud, YouTube or wherever you get your podcasts.
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