We welcome back Commodities expert Nitesh Shah of WisdomTree onto the podcast this week to talk about gold and silver. We compare investing in gold ETFs with physical ownership of precious metals, the impact of solar farms on the silver price and why diversifying into bullion can be a sensible strategy. Get free alerts on commodities news at www.thearmchairtrader.com 00:00 Intro to WisdomTree and their commodity-based exchange traded products 01:47 The attraction of investing in gold and silver 08:55 Are central banks buying gold? 14:47 How does buying physical gold compare with buying a gold ETF? 19:40 Responsibly-sourced gold 23:51 What's driving the silver price? 27:54 Industrial and solar demand for silver 34:00 The disconnect between retail and institutional investment in silver 36:41 Difference between ETFs and ETPs

We meet Mark Segal, CEO of the company behind Slingo: Gaming Realms. We talk about the growth in popularity of their online gaming products around the world and what the future holds, including licensing of Space Invaders and Tetris for new games. Sign up for free alerts on market movers at www.thearmchairtrader.com 00:00 Intro to Gaming Realms 01:46 More about Slingo and onlione casinos 03:22 How easy is Slingo's IP to defend? 05:07 How does this compare with video game development? 07:01 Opening up of the US market to online gaming 10:25 How important is US revenue to the company? 12:03 Expansion plans around the world 13:16 How do gaming companies perform during economic downturns? 16:16 What are the main changes in the gaming sector that investors should know about? 18:21 How does regulation help? 19:20 How important is Asia as a region? 20:07 Licensing for Tetris and Space Invaders 21:15 Partnership with EveryMatrix 22:11 Plans for the future

We meet market expert Patrick Munnelly of Tickmill to talk about the FTSE-100 index of shares. What does it represent, what factors affect the price, how has it performed historically and are there any trading tactics for beginner traders. Get free alerts on market movers at www.thearmchairtrader.com 00:00 What is the FTSE 100 - how is it composed and calculated? 03:07 What sectors represent it? 05:00 How has it performed historically? 08:48 Why is it a good index to start with for early stage traders? Why not trade S&P 500? 12:16 Why is the FTSE not a good way to replicate UK economic performance? 14:48 Why and how does the FTSE get rebalanced? Are there any trading tactics that work around the FTSE specifically - e.g. long stocks that are likely to be promoted from the FTSE 250? 18:25 Are ETFs tracking the index becoming more influential on prices? 20:12 How do currency markets affect the FTSE?

This week we meet Trevor Carvey, CEO of Conduit Re, a listed reinsurance company based in Bermuda. We cover what reinsurance is, the global risks affecting such companies and what investors should look for before investing in a reinsurer. Get free alerts on market movers at www.thearmchairtrader.com 00:00 Intro to Conduit; what is re-insurance? 02:01 How re-insurance works 03:51 Examples of risks that Conduit help lay off 05:47 Conduit's global coverage 07:51 Why list the company on the stockmarket? 09:48 What should investors look for when investing in a reinsurer? 12:48 Company overheads 14:26 Advantages of listed reinsurance companies 16:58 Impact of the Russia/Ukraine conflict 20:00 How is Conduit positioned in 2023? 22:32 Why are policy prices increasing? 24:01 What is the reinsurance sector's position on global risks such as climate change?

Jason Reid, CEO of Fortitude Gold [OTCQB:FTCO] discusses progress on their Nevada gold mining projects with Stuart. Unusually for a junior gold miner FTCO is a high yield generator for investors and does not look to dilute its shares to fund new projects. How does it do this while still maintaining an attractive dividend yield? Get our free newsletter on market movers at www.thearmchairtrader.com 00:00 Intro to Fortitude Gold 01:27 High yield stock investors 02:19 What made Jason take the CEO job? 06:16 All about the Isabella Pearl project 08:49 Benefit of already having cashflow 10:31 Progress on County Line and Golden Mile 12:33 Re-using existing infrastructure on new projects 14:58 Reducing costs eliminates need for dilution of shares 16:58 Handling challenges with equipment and supply chains 18:42 What excites investors about Fortitude Gold? 22:43 Future plans 25:08 How is Nevada as a mining jurisdiction?

This week Michael Sidgmore, co-founder and partner of Broadhaven Ventures joins us to discuss all things Alt. We look at Alternative investments and why and how investors might consider getting involved in the market. Get our free newsletter on market movers at www.thearmchairtrader.com 00:00 What are Alternative Investments, or Alts? 03:50 Making Alts more accessible and affordable to investors 09:05 Who is driving the change? 12:26 Why get into Alts? 14:40 How can investors get into this type of investment? 19:15 Technology being used to improve access 23:53 How do the US and European markets compare? 27:08 Are private equity funds offloading 'rubbish' onto retail investors? 31:16 What kinds of Alts are investors most interested in right now?

We meet Manu Choudhary, CEO of DeFinity, to talk about marketplaces for digital assets beyond cryptocurrency and DeFinity's revolutionary new tech for managing crypto risk. Get our free newsletter on market movers at www.thearmchairtrader.com 00:00 Intro to DeFinity Markets, DMALink and Manu himself 03:01 Manu's early forays into crypto 05:01 Institutional sentiment towards crypto; digitising the bond and loan markets 08:09 Bridging the gap between DeFi and TradFi, reducing concentration risk 11:20 Exposure of hedge funds to FTX; custodying digital assets off-exchange 14:44 Managing risk with a deep-learning crypto anomaly detector; Isolation Forest 21:04 Coinbase and Binance under the microscope - do we really need more regulation? 23:32 Is the banking crisis strengthening the Bitcoin market? 26:02 Challenges and future plans for the business

Mike Ellwood's back on the podcast with us. Mike is Chairman of Net Zero Infrastructure PLC (LSE:NZI), a cash shell set up to invest in clean energy distribution and storage. We cover the basics of how cash shells and reverse takeovers work, and catch up with NZI's progress in finding a suitable target company. We also look at how the growing impetus for making planet-friendly investments. 00:00 What is a Cash Shell or SPAC? 01:35 How does a reverse takeover work? 02:15 Intro to Net Zero Infrastructure 02:27 NZI's unsuccessful reverse takeover 04:26 Is there a limit on the size of a target company? 05:01 What sort of companies are NZI looking for? Does size matter? 06:51 Will NZI look at non-UK opportunities? 07:21 Once a target is identified, what happens next? 08:37 Why SPACs suspend trading 09:23 What happens to my shares when a target is acquired? 10:22 Are there many cash shells of NZI's size? 11:26 The UK climate for clean energy 12:55 Is the UK Government being supportive enough? 13:38 The clean energy sector post-pandemic 14:58 Why buy into this sector?

This week we meet Martin Turenne, CEO of FPX Nickel [TSXV:FPX], a Canadian nickel miner. We discuss the strategic importance of the metal, how governments are securing supply, and future prospects for the company. Get our free newsletter on market movers at www.thearmchairtrader.com 00:00 Intro to FPX Nickel 01:48 What is nickel used for? 03:37 Importance of North American demand 07:02 Securing supply 10:19 Why FPX's nickel is special 13:14 Recognition of sttrategic importance and Canadian govt funding 17:01 Governments getting more involved with miners 19:24 Future opportunities for FPX 22:13 Baptiste project update

We meet Youwei Yang, Chief Economist at Bitcoin Mining [NYSE:BTCM] and discuss the cryptocurrency mining industry, how BIT Mining faces the challenge of reducing their carbon footprint, and why financial institutions are increasingly interested in crypto. Get our free newsletter on market movers at www.thearmchairtrader.com and find out more about Sprout at viasprout.com 00:00 Intro to BIT Mining 01:06 The company's services 02:10 Is crypto mining as profitable as it used to be? 03:01 What is a mining pool? 04:20 How important an asset is BTC.com? 05:37 Data centres 07:16 Hosting miners for other companies 08:35 Energy usage and BIT Mining's power mix 10:41 Acquisition of Bee Computing 14:03 Dogecoin becoming more serious 15:42 The effect of Litecoin halving 18:02 Varying computing power according to crypto prices 21:23 The BIT Mining share price 22:56 Why buy shares in a crypto miner?

This week we're with Jonny Blausten, co-founder of venture capital investment firm Sprout. We talk about who VC investment may work for and who it might not, how VC works and how to access the best VC funds. Get our free newsletter on market movers at www.thearmchairtrader.com and find out more about Sprout at viasprout.com 00:00 Intro to Sprout 01:27 Why should investors get involved with Venture Capital? 05:38 Tying up capital for a long period 08:33 Who should be looking at VC? 14:45 Who should NOT be looking at VC? 17:44 Getting access to the best funds 21:55 The cyclical nature of VC 27:25 The higher-risk end of private equity 31:02 Find out more at viasprout.com

Tim Corcoran joins us to talk about the upcoming Master Investor Show, which is in London on 15th April 2023. Please note that this is a change in date due to train strikes. Tim describes what investors can expect from this year's in-person show and some of the speakers and companies you can come and see. Use voucher code ARMCHAIR for a discounted ticket. The event is at the Business Design Centre, 52 Upper Street, Islington, London N1 0Q on 18th March 2023 from 9:15am. Get our free newsletter on market movers at www.thearmchairtrader.com 0.48 About the Master Investor Show 2023 3.31 Who is presenting and exhibiting? 7.28 Why are more private investors interested in unlisted assets? 8.48 The lack of decent IPOs in the UK 10.50 What is there for crypto and digital investors? 12.13 Investor sentiment at the moment 14.53 Mining in the small-cap sector 16.49 Fractionalisation of stocks (for high-priced shares) 20.22 Signing up as an exhibitor 21.46 Non-UK companies 22.31 Keynote speakers 24.02 Tickets and free registration in advance

We meet Dr Matt James, President & CEO of Euro Manganese to talk about latest developments at the projects in North America and Europe. We cover how high-purity manganese as a strategic battery metal is in demand across the supply chain, and the ESG lens under which the Czech project is progressing. Euro Manganese trades as [TSXV:EMN], [ASX:EMN] and [OTCQX: EUMNF] Get our free newsletter on market movers at www.thearmchairtrader.com If there are companies you would like the Armchair Trader to feature in future episodes reach us on www.thearmchairtrader.com 0.15 Intro to Euro Manganese 1.02 Why is high purity manganese important to the battery sector? 2.31 How does the site's location help? 3.33 Environmental benefits of the project 4.58 Project progress 6.40 ESG / Environmental certification of the project 7.56 Next steps 9.44 Interest from across the supply chain 11.34 The North America project

We meet Alan Vey, CEO and Founder of Aventus Network, who help onboard enterprises to Web3. We cover the FTX collapse and Binance, transparency in how exchanges are run, why we should keep the faith with crypto and blockchain, and what we should expect in 2023. Get our free newsletter on market movers at www.thearmchairtrader.com If there are companies you would like the Armchair Trader to feature in future episodes reach us on www.thearmchairtrader.com 0.30 Intro to Aventus Network 1.02 Why Dubai as a digital hub? 2.14 How Alan got into crypto 4.05 Impact of the FTX collapse 6.05 How did big players get it so wrong with FTX? 8.16 Keeping the faith with blockchain and crypto 11.09 Will there be more mergers this year, or more collapses? 13.46 What's going on with Binance? 16.03 The lack of transparency in crypto exchanges 19.38 How will blockchain change TradFi; benefits for private investors

We start 2023 with Wael Makarem, Senior Market Strategist MENA at broker Exness. Wael's extensive market knowledge takes us from EU monetary policy to commodity and crypto prices for the year ahead, to the reopening of China and investment opportunities in the GCC. Get our free newsletter on market movers at www.thearmchairtrader.com If there are companies you would like the Armchair Trader to feature in future episodes reach us on www.thearmchairtrader.com 1.00 Will crypto come back this year, post-FTX? 4.42 Is crypto correlated to other markets? 7.03 Gold price rallying 9.36 The oil price 12.44 EU and US monetary policy this year? 16.11 Forex trends in 2023 18.05 Japan Central Bank moves 21.01 China reopening and the effect on the markets 24.43 IPOs and activity in Middle East markets 27.37 More investment opportunities within the GCC

This week our senior editorial team Stuart Fieldhouse, Michael Morton and John Foster round out the year by looking back at a tumultuous year in the financial markets and try to predict the trends for 2023. Get our free daily newsletter on market movers at www.thearmchairtrader.com If there are companies you would like the Armchair Trader to feature in future episodes reach us on www.thearmchairtrader.com 0.47 Are we at peak Interest Rate? 6.26 Energy price rises: John prepares to wrap his granny in newspaper 8.16 Investors focused on four big macro issues 12.05 Growth and value investors have all struggled this year, but stocks are now looking cheap 13.19 Netflix isn't going to empty your bins - John thinks the market will favour boring stocks 16.34 Are investors retreating to cash and missing out? 21.27 Investing in new energy sources 29.05 IPOs and the hurdles with listing 41.34 SBF's arrest and when will the Crypto Winter end? 53.07 Interesting markets for 2023

In this week’s podcast we revisit the world of advanced battery materials, as we chat with the CEO of Li-Metal [CSE:LIM], a Canadian and Frankfurt-listed [FRA:5ZO] battery materials specialist. The company visited New York in June for 121 Mining Investment, but this is a chance to hear CEO Maciej Jastrzebski taking our questions directly. Get our free daily newsletter on market movers at www.thearmchairtrader.com If there are companies you would like the Armchair Trader to feature in future episodes reach us on www.thearmchairtrader.com 0.33 Intro to Li-Metal Corp 2.12 What customers does Li-Metal have? 2.52 The Blue Solutions deal 4.26 Is the company's tech protectable by patents? 5.57 Revenue forecast 7.38 Political supoort for next-gen energy tech and lithium as a strategic commodity 10.42 The types of company Li-Metal will be working with 13.37 The product qualification process 15.06 Impetus for change, especially in the automotive sector 16.11 The lithium price 17.27 Scaling up production 18.41 Raising additional investment 19.44 Will EV manufacturers buy up companies in the Lithium supply chain? 21.00 Future plans

This week we have Aldo Boitano on the podcast, CEO of AIM-listed and environmentally sustainable lithium miner CleanTech Lithium [LON:CTL]. We talk about how their tech is low-impact, recent site news and where the market for this EV-critical metal is going. Get our free daily newsletter on market movers at www.thearmchairtrader.com If there are companies you would like the Armchair Trader to feature in future episodes reach us on www.thearmchairtrader.com 0.29 Introduction to CleanTech Lithium 2.00 How big is the company's project at Laguna Verde? 2.43 Project sustainability 5.09 Is the low environmental impact a selling point? 6.30 Aldo's experience with clean energy 8.03 The project's JORC estimates 9.25 Results from Aldo's recent site visit 11.28 Plans for the recent fundraising money 13.00 Cost vs gold/copper mining 14.41 Lithium market forecast 15.51 Purity of battery-grade lithium 17.12 Chilean government support 18.43 Who will the lithium be sold to?

Nitesh Shah joins us to talk about oil, gold and other commodities which you may be considering investing in as a hedge against inflation. Nitesh is the Head of Macroeconomic Research & Commodities at asset manager WisdomTree. We cover questions such as where is the gold price heading, how to invest to take advantage of the green energy transition and what commodities may be good investments. Get our free daily newsletter on market movers at www.thearmchairtrader.com If there are companies you would like the Armchair Trader to feature in future episodes reach us on www.thearmchairtrader.com 0.27 Is oil still the world's primary commodity? 4.20 Inflation and energy prices 8.33 Where can investors go to beat inflation? 12.01 Gold as an inflation hedge and factors affecting the gold price 16.34 What will happen to the gold price? 18.35 Investing for the energy transition 22.54 Political support for the green energy revolution 25.20 Will new energy giants emerge? 27.37 What commodity markets are set to do well?

We meet Ross Grier, UK Managing Director of NextEnergy Capital who run the NextEnergy Solar Fund. Topics today include why the UK is so good for solar power projects, government subsidies and reliable power generation and storage. Get our free daily newsletter on market movers at www.thearmchairtrader.com If there are companies you would like the Armchair Trader to feature in future episodes reach us on www.thearmchairtrader.com 0.39 Intro to Next Energy Capital 2.21 Why the focus on just solar? 4.14 What is the Next Energy Solar Fund? 6.46 Do you buy existing farms or build new ones? 9.09 What's the fund's yield profile? 12.19 The Italian angle and battery storage tech 14.15 How well do solar farms perform in the UK and northern Europe? 19.19 The growth opportunity for UK solar 20.52 Is solar a good investment during high inflation? 23.09 NESF as poster boy for green investment