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Investment Uncut

Lane Clark & Peacock

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Investment Uncut is a podcast about investing. In each episode, hosts Mary Spencer, Laasya Shekaran and Jacob Shah are joined by guests to cut through the noise in the world of investing, bringing clarity to your investment decisions. LCP’s investment team advise large institutional investors including pension funds with billions of pounds of assets under management. Look out for new episodes every other Wednesday.
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A.P. Bio: The Podcast

NBC Entertainment Podcast Network

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Alright everybody, start to shut up and subscribe to the official podcast for Peacock’s A.P. Bio. Join hosts Eddie Leavy and Sari Arambulo as they chat with guests like creator Mike O’Brien, stars Patton Oswalt and Allisyn Snyder, and more. Listen to get insider access to A.P. Bio’s cast and crew as they reveal behind-the-scenes anecdotes, audition stories, character evolutions and much more. All episodes of A.P. Bio season 3 are streaming on Peacock! A.P. Bio: The Podcast is a production of ...
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Farm Women Food

Mary Lovstad

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Come on out to the farm and meet some Iowa women who cook, farm and know how to do stuff. We garden, raise chickens, hogs, dairy & beef cattle, goats, sheep, and maybe even a peacock or two. We are sassy, strong, independent women sharing our knowledge, recipes, and stories about farm life. So if you are a foodie, interested in raising backyard chickens, knitting a sweater from wool you harvested or just want to eat real food we hope you will listen in to our podcast series. Mary Lovstad, Ch ...
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The Podcast Recap Podcast

Nathan Short

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I'm your host, Nathan Short, and I love podcasts. I'm going to be doing short, sweet recaps of podcasts that I've recently listened to, hitting the highlights so you can decide if you want to dive in and listen to the whole episodes I picked out.
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In this week’s episode, we chat to Sam Hollister, Head of Energy and Policy at LCP Delta, on investing in the energy transition. Before we interview Sam, Jacob talks to Sarah Leslie, Professional Trustee at NDapt for our ‘Views from the Boardroom’ segment.Lane Clark & Peacock
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Welcome to The Podcast Recap Podcast. I'm your host, Nathan Short, and today I'm recapping an interview that aired recently on The Mary Jane Society podcast. The host, Pam Schmiel, sat down with Ryan Hoitt, the founder and CEO of Vapejet, to discuss their innovative cannabis vaporizer products. On The Mary Jane Society, Pam started by having Ryan s…
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Steve Hodder, Partner at LCP, joins the hosts this week to chat reimagining your portfolio. Before we interview Steve, Laasya talks to Surendra Ravikumar, Analyst at LCP, on his new blog looking at deflation as a systemic risk and what the impact could be on defined benefit pension schemes.Lane Clark & Peacock
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Welcome back to the Podcast Recap Podcast, Today, we're recapping an episode from the UPMC HealthBeat Podcast that dives into the challenges of dual diagnosis treatment. A dual diagnosis refers to someone who is struggling with both a mental health condition and a substance use disorder at the same time. As the podcast explains, this is a common an…
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Welcome back to the Podcast Recap Podcast. I'm your host Nathan Short, and today we're diving into the Freakonomics Radio episode "Yes, the Open Office Is Terrible — But It Doesn't Have to Be", which features research from Harvard Business School professors Ethan Bernstein and Stephen Turban. Their recent studies have shed light on how open office …
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I'm your host, Nathan Short, and on Today's podcast recap podcast today I'll be recapping an episode of the Addiction Group podcast that tackles an incredibly important topic - how long drugs stay in your system and the detox process when fighting addiction. My Summary of this episode of the Addiction Group Podcast This time, the show''s host Anna …
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In this episode, Rick Hanson and Forrest Hanson of the Being Well podcast dive into the common experience of Imposter Syndrome - that nagging self-doubt that makes people feel like they don't deserve their success. They explore where these feelings come from, the negative impacts they can have, and provide practical strategies for overcoming impost…
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In this episode, we bring you the highlights from our Investment Conference: Turning Turbulence into Tailwinds. Covering topics such as geopolitical instability, transition resources, the US election, purposeful investing, private markets and even astropolitics! We chat to guests and speakers to bring you the highlights of the conference, their key…
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In our final episode of the series, Jacob Shah and Laasya Shekaran speak to Charlotte O’Leary, CEO of Pensions for Purpose. She gives us a great insight into the assumptions we currently make in the world of investing that we need to challenge. Before this discussion, we reflect on our highlights over the series so far – discussing some of our favo…
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We're going to explore a couple of interview based podcast this episode. The first one is on the Unscripted Sparta podcast with Jack Sherrell, the owner of an asphalt contracting company in Sparta, TN. Next is Jeremy Rivera, a cookeville base SEO consultant, and last a conversation on the Unscripted SEO podcast with Mark A. Preston, interviewing Jo…
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In this week’s episode Jacob Shah and Laasya Shekaran are joined by two guests: Emma Hunt, head of Responsible Investment at HSBC Bank Pensions Trust and Stephen Barrie, Deputy Chief Responsible Investment Officer at the Church of England Pensions Board. Both guests give us a great insight into how long-term asset owners are thinking about systemic…
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In this week’s episode, Jacob Shah chats to Joel Hartley, Partner at LCP, on tail risk strategies. Before we interview Joel, Jacob also talks to Steve Webb, Partner at LCP, to get his insights on how the new Labour government might want to influence how pension schemes invest in the UK.Lane Clark & Peacock
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In this week’s episode, Jacob Shah and Laasya Shekaran chat to Catherine Thomas-Humphreys, financial coach at Maji. With Catherine we learn what financial coaching is, the benefits of financial coaching and some tips that listeners can use on their own financial journeys.Lane Clark & Peacock
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In this week’s episode, Jacob Shah and Laasya Shekaran chat to Torsten Sløk, Partner and Chief Economist at Apollo. With Torsten, we discuss whether markets are currently in a bubble, how this is related to AI and inflation, and the current challenges being faced by central banks.Lane Clark & Peacock
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In this week’s episode, Jacob Shah and Laasya Shekaran chat to Torsten Sløk, Partner and Chief Economist at Apollo. With Torsten, we discuss whether markets are currently in a bubble, how this is related to AI and inflation, and the current challenges being faced by central banks.Lane Clark & Peacock
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In this week’s episode, Jacob Shah and Laasya Shekaran chat to Jackie James, co-founder and direction of Black Women in Asset Management. With Jackie, we talk about the landscape for Black women in asset management and the work that she and others are doing to improve diversity, equity and inclusion in the industry. Before we interview Jackie, Laas…
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In this week’s episode, Jacob Shah and Laasya Shekaran chat to Andy Blocker, Global Head of Public Policy and Strategic Partnerships at Invesco. With Andy, we get the update from Washington on the key political and policy issues ahead of the US elections in November 2024.Before this Jacob talks to James Candia, Consultant at LCP, on the space econo…
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In this week’s episode, Mary Spencer and Jacob Shah discuss ethnographic research and identifying growth opportunities in emerging markets with Tassos Stassopoulos, Founder, Managing Partner and CIO at Trinetra.Lane Clark & Peacock
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In this episode, Mary Spencer, Jacob Shah and Laasya Shekaran get together to discuss Caroline Criado-Perez’s Invisible Women. They also chat about the importance of investors taking a long-term view with David Archer, Client Director at ZEDRA Governance.Lane Clark & Peacock
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In this week’s episode, Mary Spencer and Jacob Shah discuss election forecasts and keeping your finger on the pulse of society with Kelly Beaver, CEO at IPSOS.Before we interview Kelly, we also welcome back fellow co-host Laasya Shekaran from her three-month sabbatical. Laasya gives us her highlights from her trip, the biggest surprises and what sh…
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In this week’s episode, Mary Spencer and Lia Licietis chat to Peter Oppenheimer, Chief Global Equity Strategist & Head of Macro Research Europe at Goldman Sachs’ Global Investment Research Group. We discuss his two books on equity market cycles and how they relate to the market dynamics we’re seeing today. In light of International Women’s Day 2024…
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In the fourth and final episode of this special mini-series from the PLSA Investment Conference 2024, we bring you interviews with Sandra Carlisle, Head of Responsible Investment at USS and Nigel Peaple, Director of Policy and Advocacy at PLSA. Our regular Investment Uncut co-host Mary Spencer also returns to share her thoughts on the conference.…
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This week, Investment Uncut is at the PLSA Investment Conference 2024 in Edinburgh. In this episode of this special mini-series, we speak to Paul Johnson at the Institute of Fiscal Studies and Natalie Mee from CMS on Day 1 of the conference.Lane Clark & Peacock
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In this week’s episode, Mary Spencer and Jacob Shah explore drug pricing and the dynamics within the pharmaceutical industry with Sreeram Ramagopalan, Principal and Market Access & Payer Evidence Lead within LCP’s Health Analytics team.Lane Clark & Peacock
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In episode nine, Mary Spencer and Jacob Shah explore insurance-linked securities with David Garcia, investment consultant within LCP’s manager research team. Before we interview David, we also speak to Alex Waite, Partner at LCP, for our “Views from the Boardroom” feature. With Alex, we discuss artificial intelligence, the discussions he’s been hav…
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In our eighth episode of season five, Mary Spencer and Jacob Shah explore Systemic risk in the financial sector with David Aikman, Professor of Finance and Director of the Qatar Centre for Global Banking and Finance, at Kings College London. Prior to his current role, David spent 17 years working as an economist at the Bank of England – most recent…
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In this episode, Mary Spencer, Jacob Shah and Laasya Shekaran all get together to discuss Kate Raworth’s brilliant book: Doughnut Economics. This is the first episode all three have recorded, and a special one as it’s the last from Laasya before she spends three months travelling (we miss you already Laasya!).We are also joined by Tegs Harding, Hea…
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Our last episode before Christmas is a real treat – we’ve been longing to do a debate-style episode for some time! In this episode Mary Spencer and Jacob Shah explore the case for investing in India versus China with Amit Mehta (Portfolio Manager at JP Morgan) and Claire Peck (Investment Specialist at JP Morgan) each representing one country. Befor…
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This episode of Investment Uncut comes out the day before COP 28 (the 28th United Nations Climate Change Conference) takes place in Dubai. With a “stock take” focus, this event could set the tone for the level of climate action we can expect from industries and governments alike over the coming years.In this episode, Mary Spencer and Laasya Shekara…
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In our fourth episode of season five, Mary Spencer and Jacob Shah explore the residential property market with Lucian Cook, head of residential research at Savills.Before we interview Lucian, we also speak to Joel Hartley, Partner at LCP, for our “Views from the Boardroom” feature. One year on from the gilts crisis, we reflect on the lessons learnt…
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In our third episode of season five, Mary Spencer and Jacob Shah explore the policy side of the energy transition with Josh Buckland, Partner at Flint Global who leads Flint’s client work on energy, climate and sustainability issues. Before we interview Josh, we also speak to LCP CEO Aaron Punwani as part of our new “Views from the Boardroom” featu…
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In this episode of Investment Uncut, Mary Spencer and Laasya Shekaran speak to Amlan Roy: demographics expert, LCP colleague and one of the speakers at our inaugural LCP investment conference. We dive into his research on demographics covering why this is such an important, but underappreciated, topic for all investors to think about.…
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We’re back with a brand new season of Investment Uncut! We hope everyone had a well-earned break over the summer. Kicking off Season 5, we have a real treat for our listeners: this episode was recorded live at our inaugural Investment Conference! Hear from guests and speakers, feel the buzz and note down those key takeaways… We also introduce our n…
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This week’s episode is a double whammy, combining two recent interviews! First, our interview with colleague Stephen Budge, who we spoke to at the PLSA investment conference in June. He’d just come off a panel session on investing in illiquids in DC. And prompted by that discussion, very excitingly, we were able to line up a chat with the Lord Mayo…
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This week we're joined for a special episode of Investment Uncut, by Sir Steve Webb and Steve Hodder, to discuss the DB pensions aspects of the Mansion House speech on Monday 10 July. Steve & Steve take us through what was announced, why it matters and provide detail on our idea for the future of DB pensions.…
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This week we reflect on a discussion we had with Adam Matthews, CRIO at the Church of England Pensions Board, at the recent PLSA conference in Edinburgh. We talk about all things responsible investment, from taxonomy to making a difference and what everyone can do.Lane Clark & Peacock
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We talk to David Spiegelhalter, Emeritus Professor of Statistics at Cambridge University and prior Professor of the Public Understanding of Risk. Also known for appearances on Total Wipeout and Desert Island Discs!Lane Clark & Peacock
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This week we’re joined by Helen Price, Director of Governance for the Church of England Pensions Board and Co-Chair of the Asset Owner Diversity Charter. We deep dive into stewardship, what it currently looks like, how it has evolved and how investors can maximise their impact. Helen shares her top tips for asset owners, consultants, and asset mana…
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Final day at the PLSA investment conference 2023, we discuss responsible investment with Adam Matthews of the Church of England Pensions, emerging markets with Will Ballard of Border to Coast, we ask LCP's Jon Wolff if the UK is going into recession and what that means for business. We speak to Professional Trustee Graham Jung about what his big as…
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Recorded live at the PLSA conference in Edinburgh! We’re covering day two of the PLSA conference, including interviews with keynote Sir David Spiegelhalter, Liz Fernando CIO of Nest, Cliff Speed CIO of TPT, Payam Kazemian of Zedra, plus more industry guests. We discussed communication of risks, how to model risk when things change, portfolio constr…
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Recorded live at the PLSA conference in Edinburgh! Today we’re speaking to Stergios Saloustros of Barclay’s Retirement fund, Richard Tomlinson of LPP and John Chilman of Railpen. We’re reviewing day one of the conference, including the macroeconomic session with Danny Blanchflower and the CIO panel.Keep a look out for further episodes coming out du…
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We’re taking investment uncut on the road and up to the Pension and Lifetime Savings Association conference (PLSA) in Edinburgh! Here we look ahead to the conference with the help of Laura Myers of LCP and Marcin Stepan of PLSA who has been responsible for organising most of the event. We look at the agenda, how the different streams come together …
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Some call it styles, some call it factors some call it style factors. But regardless, it’s value and momentum size, and it’s definitely had its ups and downs in the last decade. This week we’re joined by Dan Taylor, CIO of MAN Numeric. Dan reviews the last decade and offers candid thoughts on lessons learnt, how things have evolved and how investor…
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This week we’re joined by John Gilleland of Campbell Global (part of JPMorgan) to discuss one of the fastest-growing areas in investment (no pun intended) – forestry! – and how it fits within the broader category of Natural Capital.Lane Clark & Peacock
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Are your investments exposed to modern slavery? The answer might not be what you think. This week we’re talking to Saskia Kort-Chick who has spent a lot of time investigating modern slavery and human rights abuses in portfolios – a key issue given the continued prevalence of modern slavery in today’s economy and supply chains, which is not just res…
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This week we have a thought-provoking conversation that might challenge you to think differently about the financial system. We’re speaking to Delilah Rothenberg who spent a career in private markets investing before founding the predistribution initiative to examine and change the inbuilt incentives in the financial system to work toward a more eq…
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