This week Nick talks to Andrew Jones

Andrew led Metric Property Investments Plc as co-founder and CEO from its launch in March 2010 until its successful merger with London & Stamford in January 2013, when he took the helm as Chief Executive of the newly formed LondonMetric. His extensive real estate experience includes a pivotal role at British Land, where he served as Executive Director and Head of Retail after joining through the Pillar acquisition in 2005. As a Board member at British Land, he oversaw shopping centers and retail park portfolios. Currently, Andrew brings his expertise to InstaVolt, a leading electric vehicle charging network, as a Non-Executive Director. He previously served on the Board of Unite plc for six years as a Non-Executive Director.

In this episode, Nick and Andrew explore his career journey and insights into the real estate industry. Andrew shares how his early interest in investing led him to a career in commercial real estate, starting in the late 1980s during a recession. He discusses his experience working with major firms like British Land before founding LondonMetric Property in 2010. The conversation covers the evolution of retail, from high streets to retail parks, the impact of online shopping, and the importance of understanding consumer behaviour. Andrew also explains LondonMetric’s focus on resilient sectors like logistics, convenience retail, healthcare, entertainment and leisure, along with their asset management strategy, including “triple net” leases and tenant mix optimisation.

Looking ahead, Andrew shares his perspective on growth opportunities through acquisitions and strategic mergers while maintaining a focus on the UK market. He highlights the challenges of high street retail compared to retail parks and discusses LondonMetric’s approach to income generation and long-term investing.

Andrew's book choices where:
Barbarians at the Gate by Bryan Burrough
https://www.worldofbooks.com/en-gb/products/barbarians-at-the-gate-book-bryan-burrough-9780099469155
The Predators' Ball by Connie Bruck
https://www.abebooks.co.uk/servlet/BookDetailsPL?bi=31852760243
The Big Short by Michael Lewis
https://www.worldofbooks.com/en-gb/products/big-short-book-michael-lewis-9781846142574
Adventures in Time: Nelson, Hero of the Seas by Dominic Sandbrook
https://www.amazon.co.uk/Adventures-Time-Nelson-Hero-Seas/dp/0241552214/

Andrew's podcast choices where:
We Study Billionaires - The Investor’s Podcast Network
https://podcasts.apple.com/us/podcast/we-study-billionaires-the-investors-podcast-network/id928933489

Acquired with Ben Gilbert and David Rosenthal
https://podcasts.apple.com/us/podcast/acquired/id1050462261

This content is issued by Zeus Capital Limited (“Zeus”) (Incorporated in England & Wales No. 4417845), which is authorised and regulated in the United Kingdom by the Financial Conduct Authority (“FCA”) for designated investment business, (Reg No. 224621) and is a member firm of the London Stock Exchange. This content is for information purposes only and neither the information contained, nor the opinions expressed within, constitute or are to be construed as an offer or a solicitation of an offer to buy or sell the securities or other instruments mentioned in it. Zeus shall not be liable for any direct or indirect damages, including lost profits arising in any way from the information contained in this material. This material is for the use of intended recipients only.

This week Nick talks to Steve Ruffley

Steve Ruffley is a professional trader of nearly 25 years. Steve offers personalised trading risk management and mentoring packages and is a published author with The Pro Retail Trader: How to Generate Professional-level Returns as a Retail Trader.

The discussion explores Steve Ruffley’s career in financial markets, detailing his journey from a university dropout to a professional trader. Initially working at PricewaterhouseCoopers, he later discovered his passion for trading in Gibraltar, where he joined a proprietary trading firm. Ruffley reflects on the challenges of professional trading, including high financial targets and the transition from floor trading to electronic platforms. After a stint in risk management, he returned to independent trading, focusing on indices and forex. He emphasises the importance of discipline, confidence, and quick decision-making in trading, distinguishing between retail and professional approaches. Steve also shares insights on market adaptability, critiques the growing influence of AI in trading, and discusses his latest book, The Pro Retail Trader, which aims to guide retail traders in advancing their skills. He expresses scepticism toward Bitcoin as a tradable asset and highlights the role of algorithmic trading.

Steve's published books are:
The Pro Retail Trader: How to Generate Professional-level Returns as a Retail Trader
https://www.amazon.co.uk/Pro-Retail-Trader-Generate-Professional-level/dp/1804091375

The Ruff Guide to Trading: Make Money in the Markets
https://www.amazon.co.uk/Ruff-Guide-Trading-Money-Markets/dp/0857194003/

Steve's film choice was: Rocky IV
https://www.amazon.co.uk/Rocky-IV-Vs-Drago/dp/B09MNTHVQZ

Steve's Music choices where:
Battleship Chain by The Georgia Satellites
https://open.spotify.com/track/0dJEQ01IPN4ukqRsPrm4ab

This content is issued by Zeus Capital Limited (“Zeus”) (Incorporated in England & Wales No. 4417845), which is authorised and regulated in the United Kingdom by the Financial Conduct Authority (“FCA”) for designated investment business, (Reg No. 224621) and is a member firm of the London Stock Exchange. This content is for information purposes only and neither the information contained, nor the opinions expressed within, constitute or are to be construed as an offer or a solicitation of an offer to buy or sell the securities or other instruments mentioned in it. Zeus shall not be liable for any direct or indirect damages, including lost profits arising in any way from the information contained in this material. This material is for the use of intended recipients only.

Season 4 kicks off with Nick talking to friend of the show, Dr Daniel Daniel who runs the The Crypto Investing Program.

Since the U.S. election in November Bitcoin has experienced a significant bull run, with its price surging from approximately $69,000 on Election Day to over $100,000 by mid-January 2025. This upward trajectory is largely attributed to the election of President Donald Trump, who has expressed strong support for cryptocurrencies. His administration's pro-crypto stance, including plans to establish the U.S. as a "crypto capital" and the appointment of digital assets expert Paul Atkins as SEC Chair, has bolstered investor confidence.

Nick and Daniel discuss the state of the cryptocurrency market in early 2025. Daniel attributes the current bull run to cyclical market patterns, the halving event, and President Trump's pro-crypto stance. He highlights Bitcoin's rise to over $100,000, predicts its peak around $150,000 during this cycle, and emphasizes its role as a store of generational wealth akin to gold. Daniel explains his preference for altcoins, which offer higher short-term returns, and shares insights into selecting promising projects using his "golden list." He also warns of the prevalence of scams in the crypto space and advises caution. The conversation touches on the potential impact of spot ETFs and the importance of timing in the volatile crypto market.

Daniel's Music choices where:
Music by Madonna
https://open.spotify.com/track/2fzykVsO2Di5jnofUNX3YE
Bryan Adams Summer of 69
https://open.spotify.com/track/0GONea6G2XdnHWjNZd6zt3
Good Feeling Song by Flo Rida
https://open.spotify.com/track/2LEF1A8DOZ9wRYikWgVlZ8

This content is issued by Zeus Capital Limited (“Zeus”) (Incorporated in England & Wales No. 4417845), which is authorised and regulated in the United Kingdom by the Financial Conduct Authority (“FCA”) for designated investment business, (Reg No. 224621) and is a member firm of the London Stock Exchange. This content is for information purposes only and neither the information contained, nor the opinions expressed within, constitute or are to be construed as an offer or a solicitation of an offer to buy or sell the securities or other instruments mentioned in it. Zeus shall not be liable for any direct or indirect damages, including lost profits arising in any way from the information contained in this material. This material is for the use of intended recipients only.

This week Nick talks to Matt Timmins

Matt was appointed to the FINTEL Board in May 2010 after joining in 2002, bringing extensive expertise in sales, marketing, and mergers and acquisitions. He has cultivated strong relationships with key distribution partners and holds a Postgraduate Diploma in Marketing from the Chartered Institute of Marketing (CIM). With a background that includes various marketing roles at GE Capital, Misys, and DBS Financial Management, Matt combines deep industry knowledge with strategic leadership.

Nick and Matt talk about Matt's career, how FINTEL grew out of SimpyBiz to becoming the UK's leading financial services platform.

Matt's book choice where:
Rich Dad Poor Dad: by Robert T. Kiyosaki
https://www.amazon.co.uk/Rich-Dad-Poor-Teach-Middle/dp/1612680194
Greenlights by Matthew McConaughey or the Audio Book
,
Matt music choice's where:
Urban Hymns - The Verve
https://open.spotify.com/album/52AeC4gwbxDfFlLHgK1ByD
Orinoco Flow (Sail Away) by Enya
https://open.spotify.com/track/0Fyj9w0HVfjoxm9S8nGClt
Fix You by Coldplay
https://open.spotify.com/track/7LVHVU3tWfcxj5aiPFEW4Q

This content is issued by Zeus Capital Limited (“Zeus”) (Incorporated in England & Wales No. 4417845), which is authorised and regulated in the United Kingdom by the Financial Conduct Authority (“FCA”) for designated investment business, (Reg No. 224621) and is a member firm of the London Stock Exchange. This content is for information purposes only and neither the information contained, nor the opinions expressed within, constitute or are to be construed as an offer or a solicitation of an offer to buy or sell the securities or other instruments mentioned in it. Zeus shall not be liable for any direct or indirect damages, including lost profits arising in any way from the information contained in this material. This material is for the use of intended recipients only.

This week Nick talks to Robbie Burns

Robbie has been a journalist and writer since earning his journalism degree from Harlow College in 1981. He began his career as a reporter and editor for various local newspapers before becoming editor of ITV and Channel 4’s teletext services from 1988 to 1992. During this time, he also wrote ITV’s daily teletext soap opera, Park Avenue, for five years.

Afterward, Robbie transitioned to freelance journalism, contributing to newspapers such as The Independent and The Sun, and played a role in establishing CNN’s financial news service. In 1997, he became editor of BSkyB’s teletext services, where he launched their shares and finance section and developed entertainment phone lines, including a Buffy the Vampire Slayer hotline that earned him nearly £250,000.

In 2001, Robbie left full-time employment to focus on share trading and running a London café, which he later sold for double his initial investment. While at BSkyB, he began broadcasting a diary of his share trades, which gained significant popularity and was later moved to his website, nakedtrader.co.uk. The site became one of the UK’s most-read financial resources.

Currently, Robbie writes a weekly column for ADVFN and conducts trading seminars featuring live market demonstrations. Since 2001, he has achieved tax-free trading gains exceeding £2.5 million, earning him a place among the UK’s few ISA millionaires. His publicly shared trades alone have generated over £1.5 million in profits, showcasing his consistent success even during challenging market periods.

Nick and Robbie talk about his career path to becoming the Naked Trader and his favoured stocks. The 6th edition of the Naked Trader is available here.

Robbie's Book Choice:
Rich Dad Poor Dad: by Robert T. Kiyosaki

Robbie's music choice's where:
I'm Alive by Stretch & Vern
https://open.spotify.com/track/5F9rZa65ePNd3HZFkavre7

This content is issued by Zeus Capital Limited (“Zeus”) (Incorporated in England & Wales No. 4417845), which is authorised and regulated in the United Kingdom by the Financial Conduct Authority (“FCA”) for designated investment business, (Reg No. 224621) and is a member firm of the London Stock Exchange. This content is for information purposes only and neither the information contained, nor the opinions expressed within, constitute or are to be construed as an offer or a solicitation of an offer to buy or sell the securities or other instruments mentioned in it. Zeus shall not be liable for any direct or indirect damages, including lost profits arising in any way from the information contained in this material. This material is for the use of intended recipients only.

Ed is the co-founder and CEO of the London Interdisciplinary School (LIS), a new university in east London that offers BASc and MASc which oriented around complex problems, not disciplines.

In 2012 Ed co-founded School 21 in Stratford with Peter Hyman and Oli de Botton. In 2017 the first GCSE class achieved grades that placed them in the top 5% of the country for attainment, and the school was awarded an Outstanding Ofsted. In 2014 Ed led the launch of Voice 21 to raise the status of oracy in schools.

Ed has also advised the leaders of several education institutions including Cambridge University, LSE, Teach First, Teach for All, Ark Schools and Eton College, as well as over 30 other clients in the private sector and government.

Previously Ed ran a theatre production company with the screenwriter Matt Charman and was a consultant at McKinsey & Co. He has served on the boards of Ashoka UK and Big Education.

Nick and Ed talk about Ed's career and how Ed's see the future of education with the LIS.

Ed's book choice where:
The Entrepreneurial State by Mariana Mazzucato
https://www.worldofbooks.com/en-gb/products/entrepreneurial-state-book-mariana-mazzucato-9780141986104
The Rise of the Meritocracy by Michael Young
https://www.abebooks.co.uk/servlet/BookDetailsPL?bi=32040280938&dest=gbr
The Road to Somewhere: The Populist Revolt and the Future of Politics by David Goodhart
https://onlineshop.oxfam.org.uk/the-road-to-somewhere/product/HD_302420608?sku=HD_302420608
,
Ed's music choice was:
The Streets, Don't Mug Yourself
https://open.spotify.com/track/2phF2CRhoSnpJUxxvHUf8Z

This content is issued by Zeus Capital Limited (“Zeus”) (Incorporated in England & Wales No. 4417845), which is authorised and regulated in the United Kingdom by the Financial Conduct Authority (“FCA”) for designated investment business, (Reg No. 224621) and is a member firm of the London Stock Exchange. This content is for information purposes only and neither the information contained, nor the opinions expressed within, constitute or are to be construed as an offer or a solicitation of an offer to buy or sell the securities or other instruments mentioned in it. Zeus shall not be liable for any direct or indirect damages, including lost profits arising in any way from the information contained in this material. This material is for the use of intended recipients only.

This week Nick talks to Peter Curk

With over a decade of experience across multiple sectors, Pete has held diverse roles in executive management, customer experience, marketing, and business development. Currently serving as CEO of ICONOMI, previously leading Big Bang Slovenija as Customer Experience & eCommerce Director. Peter co-founded Dia-Vit Ltd, securing Series A funding, and consulted on digital marketing and sales strategy at Deloitte Slovenia. Earlier roles include interim CMO at GoOpti and COO at Renderspace, focusing on UX design and performance marketing, along with a 10-year tenure at A1 Slovenija d.d., enriching their foundation in business development and leadership.

As the CEO of ICONOMI, ICONOMI is a digital asset management platform that enables users to easily manage, invest, and diversify in the world of cryptocurrencies. Founded with the mission to democratize access to the new economy, ICONOMI offers a user-friendly interface for both beginners and experienced investors to build and manage customized crypto portfolios. Through its platform, ICONOMI provides various digital asset management services, including a selection of pre-built crypto portfolios, allowing users to invest with ease and security. By bridging traditional and digital finance, ICONOMI empowers users to access and navigate the digital asset space effectively, making crypto investing more accessible, transparent, and manageable.

Nick and Peter discuss ICONOMI, Crypto ETF's, legacy coding and blockchain and the wider crypto sector.

Peter's book choice was: The Origin of Wealth by Eric Beinhocker
https://onlineshop.oxfam.org.uk/the-origin-of-wealth-by-eric-beinhocker/product/HD_302173723?sku=HD_302173723

Peter music choice was: Songs of Joy and Devotion by Depeche Mode
https://open.spotify.com/album/6x7S6u9Cx2S0JD48nPsavE

This content is issued by Zeus Capital Limited (“Zeus”) (Incorporated in England & Wales No. 4417845), which is authorised and regulated in the United Kingdom by the Financial Conduct Authority (“FCA”) for designated investment business, (Reg No. 224621) and is a member firm of the London Stock Exchange. This content is for information purposes only and neither the information contained, nor the opinions expressed within, constitute or are to be construed as an offer or a solicitation of an offer to buy or sell the securities or other instruments mentioned in it. Zeus shall not be liable for any direct or indirect damages, including lost profits arising in any way from the information contained in this material. This material is for the use of intended recipients only.

This week Nick talks to Guy Gittins.

Guy became CEO of Foxtons in September 2022, bringing with him extensive experience in the property sector and leadership roles. Prior to rejoining Foxtons, he served as CEO of Chestertons, a renowned London-based and international residential property firm. Guy's career began at Foxtons, where he worked until 2006 before taking on the role of Sales and Marketing Director for Peter de Savary. In 2010, he joined Savills and later moved to Chestertons in 2012, leading their flagship Chelsea office. In 2018, he was appointed CEO of Chestertons

Nick and Guy discuss Guy's career journey and the evolution of Foxtons, from its founding by Jon Hunt to the present day.

Guy's Book choice was How to Build a Car: The Autobiography of the World’s Greatest Formula 1 Designer by Adrian Newey
https://www.waterstones.com/book/how-to-build-a-car/adrian-newey/9780008196806

Guy's music choice was - Move your body by Marshall Jefferson
https://open.spotify.com/track/3OrcEhLzxv1YX597jGjEI7

This content is issued by Zeus Capital Limited (“Zeus”) (Incorporated in England & Wales No. 4417845), which is authorised and regulated in the United Kingdom by the Financial Conduct Authority (“FCA”) for designated investment business, (Reg No. 224621) and is a member firm of the London Stock Exchange. This content is for information purposes only and neither the information contained, nor the opinions expressed within, constitute or are to be construed as an offer or a solicitation of an offer to buy or sell the securities or other instruments mentioned in it. Zeus shall not be liable for any direct or indirect damages, including lost profits arising in any way from the information contained in this material. This material is for the use of intended recipients only.