Intelligent Wealth Podcast

By: Tony Byrne Awet Ghirmay and Carl Roberts
  • Summary

  • Intelligent Wealth Podcast with Tony Byrne, Awet Ghirmay, and Carl Roberts.
    This podcast is about investing in great businesses.

    © 2024 Intelligent Wealth Podcast
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Episodes
  • s01e11 - Warren Buffett's Big Apple Sell-Off, AI Hype & Next-Gen Internet
    Sep 27 2024

    In this episode of the Intelligent Wealth Podcast, Tony Byrne, Managing Director of Minerva Money Management, is joined by Awet Germay and Carl Roberts to explore crucial topics in investing, market trends, and the future of technology.

    Key Highlights:

    • Warren Buffett's Apple Stock Sale: Carl breaks down Warren Buffett’s surprising decision to sell 50% of his Apple holdings and what this means for long-term investors.
    • AI and Semiconductor Industry: Is AI the next big thing or just another hype bubble? Tony and Awet discuss whether the current AI boom mirrors the dot-com bubble, and how semiconductor companies like Nvidia are positioned for the future.
    • Market Volatility: Awet and Carl explore the recent sell-offs in global markets, discussing leverage risks, automated trading, and how investors can stay calm amidst market turmoil.
    • Next-Generation Internet: The team dives deep into the future of Web3, blockchain, and the evolving role of big tech in shaping the internet’s future.

    Featured Recommendations:

    • The Changing World Order by Ray Dalio: A deep dive into why nations rise and fall over time, and the lessons this offers investors today.
    • The Joy of Compounding by Gautam Baid: Tony’s pick for investors seeking to enhance their understanding of long-term wealth creation.

    Tune in to gain valuable insights into the future of technology, investing strategies, and the importance of staying informed in today’s dynamic financial world.

    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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    40 mins
  • s01e10 - Building Wealth Through Quality Investing with Pieter Slegers
    Sep 13 2024

    Welcome to this insightful episode of the Intelligent Wealth Podcast! Join Tony Byrne, Managing Director of Minerva Money Management, as he interviews Pieter Slegers, founder of Compounding Quality. In this deep dive, Pieter shares his investment journey, from starting at the age of 14 to building a thriving platform focused on quality investing.

    Key Highlights:

    • Pieter’s early lessons in investing and how a 60% loss turned into his best learning experience.
    • The power of long-term thinking, integrity, and skin in the game in the world of investing.
    • Why Pieter opted for a subscription-based model over launching a fund, and his future plans for creating an equity fund.
    • The importance of constant learning, reading, and mentoring for personal and professional growth.
    • The value of a thoughtful, principled approach to investing, with insights on how to navigate the stock market.

    Pieter also discusses his passion for quality investing, how he built a community of nearly 290,000 subscribers, and his philosophy of always doing the right thing for investors.

    If you're passionate about long-term wealth creation, personal development, and the world of stock investing, this episode is a must-watch!

    #QualityInvesting #CompoundingQuality #PieterSlegers #StockMarket #WarrenBuffett #InvestmentPhilosophy #WealthBuilding #MinervaMoneyManagement

    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

    Show more Show less
    41 mins
  • Ep.09 - Renewable energy
    Aug 30 2024

    Welcome to Episode 9 of the Intelligent Wealth Podcast!

    Join Tony Byrne, Managing Director of Minerva Money Management, along with fellow director Carl Roberts and Head of Research Awet Girmay, as they dive into the critical topics of renewable energy, global economic trends, and investment strategies. This episode explores the future of energy, the challenges in the market, and how investors can navigate the complexities of the modern financial landscape.

    Highlights:
    Market Update:

    Mind the Gap: Carl discusses the fascinating gap between fund returns and investor returns in the US ETF market, and what it means for long-term investors.

    UK Stock Market Changes: An analysis of the FCA's proposed changes to UK stock market listing rules and their potential impact on attracting global companies.

    Main Topics:
    The Future of Renewable Energy: Explore the staggering statistics on global energy reliance on fossil fuels and the untapped potential of renewable energy, including insights into nuclear power and emerging technologies.

    Investment in Renewable Companies: Learn about the specific companies that are leading the way in renewable energy, including those in the YFS Intelligent Wealth Fund.
    Global Economic Insights:

    Risks of Global Conflict: Awet shares insights on the rising geopolitical tensions and how they could impact global markets and investment strategies.

    World War and Stock Markets: Discover how historical conflicts have impacted stock markets and what investors should consider in the face of current global risks.
    Recommendations:

    The Art of War: Tony recommends this classic book for its insights into strategy and decision-making, particularly in the context of modern geopolitical tensions.

    Nomad Capitalist by Andrew Henderson: Carl discusses this insightful book on how to legally reduce your tax bill and live a global lifestyle.

    The Price of Time Podcast: Awet shares insights from this episode of The Investors Podcast on the dangers of low interest rates and their long-term effects on the economy.

    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 more episodes featuring high-profile guests and deep dives into the world of investments.

    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

    Show more Show less
    41 mins

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