The Investing Show special - introducing our new podcast

This is Money Podcast

This is Money

Business News, Business, Investing, News

4.1 • 650 Ratings

🗓️ 27 November 2018

⏱️ 16 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Hello, I’m Simon Lambert, the editor of This is Money, and I’d like to introduce you to our new podcast the Investing Show.

It is not replacing the weekly This is Money podcast that you know and love.

But it is the new podcast of our popular video show that helps you to make more of your money, through smarter investing.

Every fortnight we invite fund managers and professional investors to explain how they invest and tell us about the companies and parts of the world that they think will deliver the best returns in the future.

It’s an opportunity to get under the skin of the investment world and find out how the people who run tens of millions of pounds of investors’ money really work and think.

We wanted to give our regular podcast readers a chance to listen to this new show, so we are publishing it here in the This is Money podcast feed as a one-off.

On this week's show, we speak to the ever entertaining Tom Becket, chief investment officer at Psigma Investment Management, and get his views on whether US shares and the Faang stocks are overvalued, where the world's best investment opportunities lie and if the UK stock market is cheap enough to go fishing in yet.

Please give it a listen and if you like it look out the next show - or even better subscribe - in our new Investing Show channel at your podcast provider, or at www.thisismoney.co.uk/investingshow

Transcript

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0:00.0	Hello, I'm Simon Lambert, the editor of This Is Money, and I'd like to introduce you to our new podcast, The Investing Show.
0:07.3	Every fortnight, we invite fund managers to explain how they invest and tell us about the companies and parts of the world that they think will deliver the best returns.
0:15.2	We wanted to give our regular podcast readers a chance to listen to this new show, so we are publishing it here in the This Is Money podcast feed. Please give it a listen and if you like it, look out for our next show
0:25.3	or even better subscribe in our new Investing Show channel at your podcast provider or at this
0:31.0	ismoney.com.com.com slash investing show. Welcome to the Investing Show brought to you in association with the Scottish Mortgage Investment
0:39.3	Trust. For more information, please visit www.com.
0:46.7	I'm Simon Lambert. This is Money.
0:48.8	Joining me in the studio, I've got Tom Beckett of Sigma Investment Management.
0:52.0	Hey, Simon.
0:52.5	And Richard Hunter of Interactive Investor.
0:54.1	Simon. Now, the US stock market makes Management. Hey, Simon. And Richard Hunter of Interactive Investor. Some.
0:55.3	Now, the US stock market makes up 50% to 60% of the global market.
1:00.9	It's been on an incredible run over recent years, but for some, it's the home of the world's most exciting companies.
1:06.6	And for others, it's overvalued and ripe for a fall.
1:10.1	So what's really going on there and how
1:12.2	focused on the US do investors need to be? Tom, you recently took a trip over to the States,
1:17.9	didn't you? Yeah. Did a little bit of field work trying to find out what's actually going on over
1:22.2	there. What would you say is the sort of big picture of what's happening in the United States at the moment?
1:29.3	Yeah, your description is quite apt. I don't know why it can't be both at the same time.
1:33.3	It can be the home of the world's most exciting companies.
1:35.3	And certainly if you look at things like the Fortune 500 list of companies every year,
1:38.3	it's dominated by big US companies, but it can also be the home of overvalued investment opportunities. And I think really what we've seen is those tectonic plates crashing together in the last couple of months
	...

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