Cover image of Behind the Balance Sheet

Behind the Balance Sheet

Our objective is to remove some of the mystique around investing and improve our understanding of what makes a successful investment, or indeed an unsuccessful one. We meet leading investors and comme... Read more

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Episode 11 - The Investigator

Episode 11 - The Investigator

We speak to Dan McCrum, the award winning FT journalist who exposed Wirecard as a fraud. Once a stockmarket darling valu... Read more

16 Jun 2022

1hr 8mins

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Episode 10 - Mr BRICs

Episode 10 - Mr BRICs

Former Goldman, Sachs partner, Jim O’Neill (more properly, Baron O’Neill of Gatley), is best known as the man who coined... Read more

19 May 2022

58mins

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Episode 9 - Two Capital Cyclists

Episode 9 - Two Capital Cyclists

Russell Napier and Jeremy Hosking discuss how the capital cycle will become an even more important driver of equity retu... Read more

21 Apr 2022

1hr 18mins

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Episode 8 - GREED & Fear

Episode 8 - GREED & Fear

In this wide-ranging interview, recorded before Russia’s invasion of Ukraine, Chris Wood, Global Head of Equity Strategy... Read more

17 Mar 2022

1hr 3mins

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Episode 7 - A Scotsman and an Englishman

Episode 7 - A Scotsman and an Englishman

In this interview, Dylan Grice and Rob Crenian discuss how markets work, how “stupid” investors have been winning of lat... Read more

17 Feb 2022

1hr 26mins

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Episode 6 - The Existentialist: Hugh Hendry

Episode 6 - The Existentialist: Hugh Hendry

Former hedge fund manager Hugh Hendry is best known as the man who made 30% in 2008, when others crashed, including many... Read more

20 Jan 2022

1hr 7mins

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Bonus Episode - Financial Literacy

Bonus Episode - Financial Literacy

I interviewed Patrick Jenkins, Deputy Editor of the Financial Times, about the paper's new charity, the Financial Litera... Read more

19 Dec 2021

19mins

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Episode 5 - The Pianist

Episode 5 - The Pianist

Lucy Macdonald is the former CIO of Global Equities at Allianz Global Investors where she worked for almost 20 years and... Read more

16 Dec 2021

1hr 5mins

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Episode 4 - The Not Quite Trillion Dollar Man

Episode 4 - The Not Quite Trillion Dollar Man

Until 2015, Quintin Price was Global Head of BlackRock’s Alpha Strategies business where he was responsible for nearly $... Read more

17 Nov 2021

1hr 13mins

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Episode 3 - Two UK Venture Leaders

Episode 3 - Two UK Venture Leaders

Pete Davies has long been widely considered one of the greatest long term thinkers in the hedge fund world. He was early... Read more

20 Oct 2021

1hr 18mins

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