US Exceptionalism, AI Stocks, and Bitcoin with Fiona Cincotta
The UK Investor Magazine was delighted to be joined by Fiona Cincotta, Financial Market Analyst at StoneX, to break down the latest developments in markets.We cover US exceptionalism, AI stocks, oil, EUR/USD, and Bitcoin.Fiona provides her view on US exceptionalism and how US stocks may perform compared to European stocks in the coming periods. We explore recent volatility and question whether there is an element of complacency creeping into markets.We run through Bitcoin and crypto markets and look at the factors that could drive prices in Q3 2025. Fiona explains the seasonal impacts on Bitcoin and why this year could be different.Fiona finishes with her view on the biggest opportunities and risks for the remainder of 2025. Hosted on Acast. See acast.com/privacy for more information.
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Turning old EV batteries into a domestic source of critical minerals with Altilium
The UK Investor Magazine was delighted to welcome Christian Marston, COO of Altilium, to delve into the UK clean tech’s specialist EV recycling process and the opportunity for investors.Explore Altilium on Republic here.Altilium is a UK clean technology company that recycles old EV batteries into sustainable battery materials, supporting Britain’s transition to net-zero emissions. The firm aims to create a circular economy by recovering critical minerals like lithium, nickel, and graphite from waste streams rather than mining new resources.Having won investment from SQM, the world’s largest lithium producer, Altilium is gaining the attention of industry leaders and is preparing for the next phase of its journey.Their EcoCathode™ ProcessAltilium’s proprietary green recycling technology transforms used EV batteries and manufacturing waste into high-purity materials needed for new battery production. The process achieves 95% recovery of critical minerals, 99% recovery of graphite, and produces 24% lower emissions compared to conventional recycling methods.By 2040, the company projects that UK battery recycling could supply half the critical minerals needed for domestic EV production, reducing import dependence and strengthening energy security whilst decarbonising the automotive supply chain. Hosted on Acast. See acast.com/privacy for more information.
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Deploying AI tools to improve outcomes for government-funded organisations with Adsure Services
The UK Investor Magazine was delighted to be joined by Kevin Limn, CEO of Adsure Services, to delve into the company’s TIAA Insight AI tool.Learn more about Adsure Services here.TIAA Insight is Adsure Services’ proprietary artificial intelligence tool designed to improve operational efficiency within their subsidiary, TIAA Ltd, which provides internal audit and business assurance services.The AI tool is built using a closed-source large language model trained exclusively on TIAA’s own data rather than open internet sources, ensuring privacy and security for their government-funded clients, including emergency services, educational institutions, and housing associations.The tool forms part of Adsure’s strategy to strengthen its position as the preferred provider to the UK public sector through technological advancement.Developed with an Innovate UK grant in 2023, TIAA Insight will first enhance internal processes before Adsure potentially explores licensing the software to external parties. Hosted on Acast. See acast.com/privacy for more information.
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Agentic AI, Autonomous Vehicles, and NAV Growth with Tekcapital
Tekcapital’s CEO joins the podcast to delve into the company’s annual results and plans to broaden investments in Generative AI.CEO Dr Clifford Gross starts by running through Tekcapital’s 2024 financial performance and the 40% uplift in the group’s portfolio value.The conversation quickly moves to generative AI and the company’s plans to make further investments in the sector. Gross outlines and interest in early-stage Agentic AI startups. We touch on the autonomous vehicle safety company Guident and preparations for its NASDAQ IPO, framed in the context of the rapid adoption of the technology in the United States. Hosted on Acast. See acast.com/privacy for more information.
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Rules-based stock picking and building market-beating portfolios with Stockopedia
The UK Investor Magazine was thrilled to welcome Ed Croft, Founder and CEO of Stockopedia, to the podcast to explore how investors can employ rules-based stock picking to build market-building portfolios.Register for ‘The Smarter Way to Build a Market-Beating Share Portfolio‘ webinar here.Stockopedia provides investors with proprietary analysis tools to assist their stock selection. Based on a QVM philosophy (Quality, Value, and Momentum), these tools give investors the data required to build their own rules-based portfolio. Ed outlines the methodology behind the philosophy and the key company characteristics it seeks out.Ed provides deep insight into Stockopedia’s NAPS portfolio built on the philosophy, outlining the stock selection methodology behind the portfolio that has returned an annualised 13% since inception, outperforming the S&P 500.We discuss NAPS best performers since its inception, including Games Workshop, Dart Group and Jet2.Rules-based investing can help remove the emotional element of investing. Ed discusses how investors can help manage the psychology of investing to focus on the core metrics of a company’s performance.Discover the strategy that’s outperformed every UK equity fund over the past decade. Join a free webinar with Ed Croft, CEO & Co-Founder of Stockopedia, as he reveals how everyday investors can build a market-beating stock portfolio.Register here. Hosted on Acast. See acast.com/privacy for more information.
The UK Investor Magazine provides analysis and insight into the world of investing, covering shares, funds, private equity and alternatives. Hear from UK-listed business leaders and the professionals at the forefront of the UK investment industry. Hosted on Acast. See acast.com/privacy for more information.
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