Insights from recent episode analysis
Audience Interest
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Publishing Consistency
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Insights are generated by CastFox AI using publicly available data, episode content, and proprietary models.
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Total monthly reach
Estimated from 1 chart position in 1 market.
By chart position
- 🇮🇹IT · Investing#1051K to 10K
- Per-Episode Audience
Est. listeners per new episode within ~30 days
500 to 5K🎙 Weekly cadence·63 episodes·Last published 2w ago - Monthly Reach
Unique listeners across all episodes (30 days)
1K to 10K🇮🇹100% - Active Followers
Loyal subscribers who consistently listen
400 to 4K
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Reach across major podcast platforms, updated hourly
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* Data sourced directly from platform APIs and aggregated hourly across all major podcast directories.
On the show
From 11 epsHosts
Recent guests
Recent episodes
Energy Transition: opportunities, processes and manager selection
Jun 4, 2026
30m 03s
Energy Transition: market drivers, portfolio integration and long-term implementation
May 7, 2026
27m 47s
Responsible Capital: ESG requirements, regulation and the future for commercial real estate
Apr 2, 2026
30m 43s
The Iran conflict: what it means for markets, investors and portfolios
Mar 6, 2026
29m 45s
Responsible Capital: the economics of natural capital, how to measure it and the UK's progress
Mar 5, 2026
32m 03s
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| Date | Episode | Topics | Guests | Brands | Places | Keywords | Sponsor | Length | |
|---|---|---|---|---|---|---|---|---|---|
| 6/4/26 | Energy Transition: opportunities, processes and manager selection✨ | energy transitioninvestment strategy+3 | Mario Acquistapace | CapGen | — | energy transitioninvestment research+3 | — | 30m 03s | |
| 5/7/26 | Energy Transition: market drivers, portfolio integration and long-term implementation✨ | energy transitionmarket drivers+3 | Donald McFarlan | CapGen | — | energy transitionmarket overview+3 | — | 27m 47s | |
| 4/2/26 | Responsible Capital: ESG requirements, regulation and the future for commercial real estate✨ | ESG requirementsreal estate industry+4 | Ross Davies | CapGenUS+1 | — | ESGreal estate+4 | — | 30m 43s | |
| 3/6/26 | The Iran conflict: what it means for markets, investors and portfolios✨ | Iran conflictinvestment implications+3 | Quintin PriceDonald McFarlan | — | Iran | Iran conflictinvestors+3 | — | 29m 45s | |
| 3/5/26 | Responsible Capital: the economics of natural capital, how to measure it and the UK's progress✨ | natural capitaleconomics+4 | Kate RussellDimitri Zenghelis | Tellus Natural CapitalResponsible Capital Committee | UK | natural capitaleconomics+5 | — | 32m 03s | |
| 2/5/26 | Responsible Capital: navigating Trump’s influence, China’s renewable leadership, and the progress of natural capital✨ | responsible capitalsustainability+4 | Dimitri Zenghelis | Cambridge Institute for Sustainability Leadership | UKChina | responsible capitalsustainability+5 | — | 37m 14s | |
| 1/8/26 | 2026 primer: 2025 recap, private market performance and new opportunities✨ | market performanceprivate markets+4 | — | — | — | private marketsmarket performance+4 | — | 30m 14s | |
| 12/4/25 | In conversation with Carrhae Capital's Ali Akay: exploring their selection process and investment philosophy in action✨ | investment philosophyemerging markets+3 | Ali Akay | Carrhae CapitalCapital Generation Partners | Turkey | investmentemerging markets+3 | — | 36m 39s | |
| 11/6/25 | Emerging Market Equities: navigating cycles, risks and opportunities✨ | emerging market equitiesinvestment strategy+3 | Mario Acquistapace | CapGenCarrhae Capital | — | emerging marketsequities+3 | — | 30m 01s | |
| 10/2/25 | Emerging Market Equities: opportunities, risks and investment strategies✨ | emerging market equitiesinvestment strategies+3 | Robert | Capital Generation Partners | — | emerging marketsequities+3 | — | 29m 20s | |
Want analysis for the episodes below?Free for Pro Submit a request, we'll have your selected episodes analyzed within an hour. Free, at no cost to you, for Pro users. | |||||||||
| 9/11/25 | In conversation with Stoneshield Capital's Felipe Morenés: from investment strategies to opportunity identification and value creation✨ | investment strategiesopportunity identification+3 | Felipe Morenés | Stoneshield CapitalCapital Generation Partners | — | investmentopportunistic investing+3 | — | 39m 20s | |
| 7/10/25 | Real estate: opportunities, how to access them and the selection process | In this episode, Ian is joined by Ross Davies, Head of Real Estate at CapGen, to discuss real estate, including:Current opportunities in Europe and the US Our investment selection process How to access these opportunities | — | ||||||
| 6/5/25 | Real estate: market trends, its place in portfolios and the current opportunities | In this episode, Ian and Robert discuss Real Estate from a macro perspective:Market overview: how has real estate performed over recent years and what do we mean by opportunistic real estate?Portfolio context: what is the role of real estate in portfolios and what is the opportunity cost of capital?Opportunities: what does the current opportunity set look like? | — | ||||||
| 5/1/25 | In conversation with Berkshire Partners’ Mike Ascione: investment strategies and success stories | In this episode, Ian is joined by Mike Ascione, Managing Director of Berkshire Partners, a US-based private equity manager, to discuss:Berkshire’s origins, how they have celebrated successes and learnt from mistakes, and the future of private equity as an ownership modelTheir investment philosophy and processAn example of a transaction investment and their greatest contribution to its success | — | ||||||
| 4/3/25 | Private Equity: opportunities, and the importance of building long-term relationships | In this episode, Ian is joined by Enrica Dacomo, Investment Research Director at CapGen, to discuss Private Equity from a research perspective, including:Opportunities in the US mid-market sectorAn exploration of our manager research and selection processHow building relationships can lead to better opportunities | — | ||||||
| 3/6/25 | Private Equity: from fundamentals to opportunities | In this episode, Ian and Robert discuss Private Equity from a macro perspective:First principles: what is the role of private equity in portfolios?Building a portfolio: how does this work in practice and how opportunistic can you be?Opportunities: what does the current opportunity set look like? | — | ||||||
| 2/20/25 | The outlook for inflation, US growth and China | In this episode, Ian and Robert discuss:Inflation: what are we expecting and how might markets react?Growth forecasts: where might we see growth surprises in the US?China: what is the outlook for China and the economic landscape? | — | ||||||
| 2/7/25 | Investment Opportunities: dispersion, Emerging Markets and commodities | In this episode, Ian and Robert discuss:Dispersion: what does it mean in a financial context when does it represent an investment opportunity?Emerging Markets: why are EM equities appealing right now, and how is China influencing them?Commodities: what is the current opportunity set and are gold miners still an attractive opportunity? | — | ||||||
| 1/23/25 | Trump 2.0 policy, interest rates, and what bank earnings can tell us | In this episode, Ian and Robert discuss:Trump inauguration: why are tariffs important to investors and how might the changes to immigration policy impact the US economy?Interest rates: what is driving recent moves in market interest rates?Bank earnings: what do the recent earnings reports indicate about the strength of markets and the economy? | — | ||||||
| 1/9/25 | 2025 primer: 2024 recap, inflation risk and new opportunities | In this episode, Ian and Robert discuss:2024 recap: how should we reflect on 2024, where did we see surprises and how did the opportunities we had highlighted previously perform?Inflation: how are we positioning portfolios for a potential period of higher inflation?2025 opportunities: what are the key opportunities for the year ahead? | — | ||||||
| 12/19/24 | Active vs passive and the outlook for bitcoin and private equity | In this episode, Ian and Robert discuss:Active vs passive: what are the pros and cons and how should investors approach a thematic investment such as BioTech?Bitcoin: what has driven the price of Bitcoin recently and does it have a role in portfolios today?Private equity: what is the current state of private markets and what has caused the recent activity? | — | ||||||
| 12/5/24 | Commercial real estate special: The current state of the UK market, opportunities vs risks, and real estate investment strategy | In this commercial real estate special, with guest, Ross Davies, Head of Real Estate at CapGen, Ian and Ross discuss:What is the current state of the UK real estate market and what has caused the increased activity?What are the areas of opportunity and risk?How do you manage a troubled asset?What does excellence look like in terms of strategy and execution? | — | ||||||
| 11/21/24 | The credit cycle, and the post-election opportunities in small-caps and BioTech | In this episode, Ian and Robert discuss:Credit: how has the credit cycle reacted to the recent increase in rates and how are we managing credit in client portfolios?Small-caps: what is the current opportunity set following the US election results and how do you assess quality?BioTech: does the upcoming change in administration alter the environment for BioTech stocks? | — | ||||||
| 11/11/24 | US election market impacts and opportunities in commodities | In this episode, Ian and Robert discuss:US election: what were the Trump trades?Market implications: what are some of the bigger picture impacts of the election result on markets?Commodities: what is the role of commodities in a portfolio and where are there opportunities today? | — | ||||||
| 10/24/24 | Earnings season, US growth momentum and inflation divergence | In this episode, Ian and Robert discuss:Earnings season: what have we learnt so far and what effect will AI have on big tech?US growth: is momentum shifting towards positioning for a period of stronger growth?Inflation: what impact would a potential divergence in policy have on markets? | — | ||||||
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Chart Positions
1 placement across 1 market.
Chart Positions
1 placement across 1 market.