Alan Livsey

Alan Livsey, an asset management reporter for the Financial Times, joins the discussion on the intriguing results of the FT’s 2025 stock-picking contest. He highlights winners from the silver surge and discusses the impressive performance of emerging sectors like quantum computing. The hosts reflect on their contest outcomes, revealing personal strategies and risk assessments. Alan shares his gold stock picks and short positions, while Katie and Rob delve into defense stocks and S&P selections, adding layers of strategic discourse on market predictions.

Alan Livsey, a Financial Times journalist and market specialist, joins Rob Armstrong and Aiden Reiter to tackle stock-picking for 2025. They explore the interplay of macroeconomic factors and political events shaping investment choices. The discussion dives into the resurgence of gold investing, particularly in junior miners. Bold stock picks include tech giants like Google and financials, while they also highlight stable sectors like healthcare and private credit. The episode culminates in a light-hearted exchange celebrating simple pleasures amidst serious investment banter.