Podcast #27 – Investing in Asia
This week Luke and Albert discuss investing in Hong Kong and Asia. Albert shares his approach to finding and researching local stocks as a non-native speaker, and highlights some of the key megatrends that are driving his Asia investments. We also review a number of Hong Kong and China companies, as Luke begins to plan his own investments in the region
Podcast #26 – The Telescope Investing Principles
This week, Albert and Luke examine how they manage their own stock portfolios, distilling out the principles that have allowed them to achieve market-beating returns over the long-term, and boiling it down to three primary skills – your ability to manage your temperament, your ability to manage your portfolio as a whole, and finally your ability to choose good quality companies
Podcast #25 – Magnite deep dive
Superbowl Sunday has some of the most coveted ad spaces in the business, with 30-second slots commanding over $5M each. But what if advertisers could target their spend, and viewers at home could see different adverts depending on their interests? In this week’s episode, Luke and Albert talk about programmatic advertising, and deep dive into a fast-growing player in this space, Magnite
Podcast #24 – Risky investments
Short-selling and options trading have been in the news over the past few weeks, with stories of everyday investors making fortunes, but what do these terms mean, and should we be doing this ourselves? In this week’s episode, Luke and Albert talk about some alternative investments, and the potential calamitous damage they could pose to the life savings of an unprepared investor. They also have a chat about investing outside your home country, to access potential higher growth opportunities
Podcast #23 – Model portfolio 2021
This week, Luke and Albert complete their model portfolio for 2021 with the final eight stocks, announcing their picks for the megatrends of biotech, digital transformation, flexible workforce and multichannel marketing. The model portfolio contains the stocks that they will be invested in over the coming year, so it’s time to put the chips on the line!
Podcast #22 – Model portfolio first half
In this week’s episode, Luke and Albert reveal the first half of their model portfolio for 2021, covering the megatrends of e-commerce, fintech, medtech and entertainment. They also answer a listener question about one of the best problems to have as an investor – what to do when one of your stocks grows to become an oversized position within your portfolio
Podcast #21 – Model portfolio kick-off
In today’s podcast, Luke and Albert begin the design of a new model portfolio for 2021, containing the companies that they believe will achieve market-beating returns this year and beyond. In this kick-off episode, they consider the megatrends that are likely to shape the world around us for the years ahead, and decide what proportion of the portfolio they would like to devote to each of them.
Podcast #20 – 2020 model portfolio review
In the first episode of the new year, Albert and Luke review the Telescope Investing 2020 model portfolio in-depth, and try to understand how it’s outperformed the market by such a substantial margin. They walk through the stocks included, explain why they were chosen, but more importantly discuss the principles that guided the design the portfolio, to inform planning for the new 2021 model portfolio that’s due to launch in January
Podcast #19 – Our biggest investing mistakes
We all make mistakes, and some mistakes hit your wallet as well as your pride. For the last episode of the year on the Telescope Podcast, Luke and Albert invite you to chuckle at their expense as they talk about some of their biggest financial mistakes, not only in investing but also in life
Podcast #18 – Our most significant trades of 2020
The stock market in 2020 has been one of extremes, with a market crash triggered by a pandemic at the start of the year, followed by one of the fastest market recoveries in history. Many stock markets around the world are seeing all-time highs, most notably in the US. In this week’s episode, Luke and Albert take a look back at a few of the trades they made in 2020 that, for whatever reason, have been the most significant for them.