Investing

The market is fearful. Here’s how to use it.

Markets are caught between rising oil prices, inflation fears, and renewed optimism around AI. Sam, Nick, and special guest Sean Allison discuss why doing nothing carries risks of its own – and how investors can use market fear to their advantage.

The billionaire who learned being right is only half the equation

Stanley Druckenmiller helped make one of the most famous trades in financial history. But the real lesson of Black Wednesday isn't that he correctly predicted the pound would collapse. It's what he understood about the consequences if he was right… and if he was wrong.

Warren Buffett – The billionaire who gets paid to invest

Warren Buffett is famous for finding great companies at attractive prices. But one of the least appreciated secrets behind his extraordinary success has nothing to do with picking stocks.

The British bond market is still kabuki theatre

Did the Bank of England’s quantitative tightening sink the Truss government? Or are higher bond yields an indictment of Labour’s economic mismanagement?

A chip in nine months is a meltup, not a meltdown

Hot Chips revealed an AI industry obsessed with speed – from Google’s new inference hardware to OpenAI designing its first custom chip in just nine months. Sam Volkering explains why accelerating productivity and a growing hardware shortage make him more bullish on the AI buildout, not less.

Nothing should surprise an investor

Investors suffer from recency bias. We presume the future will look like the recent past. But if you look back further, you might survive the coming crises.

Hubble Bubbles 306 years later

Stock market bubbles are as old as stock markets. But sceptics used to be far more cultured about them. Just consider this song about the South Sea Bubble from 1720…

Turning points you can’t afford to ignore

In theory, it’s possible to drive while looking only at your rear-view mirror. After all, that’s how most people invest their money. So why not try it?

Big Tech is about to drown in cash

Amazon, Microsoft, Alphabet and Meta are burning cash now. Here's why that could be the opportunity.

This time, inflation really is transitory

The velocity of money predicted our 2022 inflation spike. But central bankers still haven’t rediscovered “V”. And so they’ll make another terrible mistake.

Buying Greggs not Tesla might help you become an ISA millionaire

A reader asked what to do if the next tech crash arrives. Looking back at the dot-com bust and 2022, Sam explains where money really flows during a sell-off—and why the FTSE's "boring" businesses often come out on top.

How the commercial space race will actually pay out

Speculation in SpaceX shares is capturing more attention than the space economy itself. So, what space industries will SpaceX actually be profiting from?

SpaceX opened at $150 and minted a trillionaire by lunch

The biggest IPO in history delivered exactly the kind of frenzy investors expected. SpaceX surged on debut, retail demand smashed records, and Elon Musk became the world's first trillionaire. But with losses mounting and a flood of future selling still ahead, Sam explains why he believes the stock could trade significantly lower before becoming a compelling long-term investment.

Sam vs Nick: Who's SpaceX IPO call is right?

SpaceX is set to become the largest IPO the world has ever seen. Will the stock soar on its first day of trading or disappoint eager investors? Nick and Sam take opposite sides of the debate, while also tackling Trump's claims on oil prices and what it all means for your portfolio.

SpaceX IPO: Don’t overthink it

SpaceX is about to become the largest IPO in history. But by the time most investors can buy, the biggest gains will already be gone. James Altucher explains why the real opportunity may lie in the overlooked suppliers and technology partners hiding behind the headlines.

Why Sit Out SpaceX’s IPO on Friday

SpaceX is expected to list on 12 June at a valuation of around $1.75 trillion. Here's why I'm passing on day one, and what investors should know before applying for shares.

How a $1.75 trillion IPO actually works

Everyone's talking about SpaceX's $2 trillion valuation. Almost nobody understands how a mega IPO actually works. Here's where the money comes from, who gets the shares, and why the biggest gains often go elsewhere.

Lisa Su embarrassed Martin Brundle, and every AI bear

AMD just delivered a blowout quarter. Micron is sold out through 2026. And one spinout has surged nearly 4,000% in a year. It looks like a bubble… but the numbers say otherwise.

Melt-up in stocks when pump prices melt down

The Strait of Hormuz is shut. Markets are bracing for chaos. But prices and capital flows are telling a completely different story.

How my mum thrashed my investment track record

My mum passed away on Thursday. She leaves behind all sorts of legacies. One of which is a truly exceptional investment track record. How did she do it?