Welcome to the second series of the Intelligent Wealth Podcast!

In this episode, Tony Byrne, Managing Director of Minerva Money Management, joins Awet Ghirmay and Carl Roberts to explore the fundamentals of value investing and the latest developments in the financial markets.

What you’ll learn in this episode:

• UK Stock Market Opportunities: Carl dives into recent takeover bids for UK companies like Rightmove and Hargreaves Lansdown, questioning whether these trends reveal a bargain UK stock market.
• The AI Bubble Explained: Tony compares the current AI bubble to the dot-com era, focusing on the rapid rise of Nvidia and whether we’re facing another tech market bust.
• The US-China Chip War: Awet analyzes the tech rivalry between the US and China, highlighting the importance of semiconductors and how the US Chip Act is influencing the global economy.
• Value Investing Breakdown: Discover how to identify undervalued companies, with real examples like PayPaland Micron Technology, and why these companies present potential investment opportunities.

Recommendations:

• Zero to One by Peter Thiel: Awet recommends this book for its insights on innovation and creating groundbreaking businesses.
• Where the Money Is by Adam Cecil: Carl suggests this read for a fresh approach to value investing in today’s digital landscape.

Whether you're a seasoned investor or just starting out, this episode is packed with actionable tips and insights to help you refine your investment strategy.

Links Mentioned:

• Contact us for one-page summaries of companies like PayPal and Micron Technology.
• Visit Minerva Money Management: https://minervamoneymanagement.co.uk

Disclaimer:
The value of investments can rise as well as fall. You may not get back the full amount you invested. The views stated in this podcast are purely personal opinions, not advice. You should always consult a professional for investment advice.

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Produced by GR Media - https://grmediamarketing.com/

Music from #Uppbeat (free for Creators!):

https://uppbeat.io/t/abbynoise/night-thunder

License code: C4BIIEC6POGUQVDJ

In this episode of the Intelligent Wealth Podcast, Tony Byrne, Managing Director of Minerva Money Management, sits down with Kevin Ludford, the founder of FumoPay, a groundbreaking British fintech company. Kevin shares his inspiring entrepreneurial journey from working-class roots to launching a successful fintech startup that's reshaping the way businesses and consumers handle payments.

Tune in as they discuss the growing impact of open banking on the financial industry, how FumoPay is eliminating friction with its pay-by-bank solution, and how it's helping businesses improve cash flow with instant payments. Kevin also dives into the importance of customer service, the future of fintech, and FumoPay’s exciting plans for international expansion.

Key Topics:

• Kevin’s journey from sales to fintech entrepreneur
• The innovation behind FumoPay’s pay-by-bank solution
• How businesses can benefit from faster, more secure payments
• Open banking’s role in shaping the future of finance
• The importance of customer trust and transparency in business

Whether you're a business owner, fintech enthusiast, or budding entrepreneur, this episode is packed with valuable insights on how technology is transforming financial services.

Disclaimer:
The value of investments can rise as well as fall. You may not get back the full amount you invested. The views stated in this podcast are purely personal opinions, not advice. You should always consult a professional for investment advice.

--------------------------------

Produced by GR Media - https://grmediamarketing.com/

Music from #Uppbeat (free for Creators!):

https://uppbeat.io/t/abbynoise/night-thunder

License code: C4BIIEC6POGUQVDJ