Sebastian Lyon
Founder and chief investment officer of Troy Asset Management, focused on portfolio construction, inflation risks, and asset preservation with a long track record managing the Trojan Fund.
Top 3 podcasts with Sebastian Lyon
Ranked by the Snipd community
25 snips
Mar 20, 2026 • 28min
Inflation Isn’t Done: Why the Next Shock Could Be Worse
Sebastian Lyon, founder and CIO of Troy Asset Management known for inflation-focused portfolio construction. He explains why markets feel calm despite geopolitical shocks. He discusses preparing portfolios for dislocations and prioritising real returns over benchmarks. He outlines drivers of a new sticky inflation regime and why traditional 60/40 approaches and sovereign bonds may no longer protect investors.
17 snips
Mar 14, 2025 • 35min
Looking to Protect Your Wealth In Crazy Markets? Here's How.
Sebastian Lyon, founder and chief investment officer of Troy Asset Management, dives into safeguarding wealth in unpredictable markets. He shares insights on the challenges faced by the UK investment trust industry due to low interest rates and offers a hopeful outlook for its recovery. Lyon discusses the nuances of American investment strategies, urging caution, while highlighting gold's enduring value against the backdrop of fluctuating economic conditions. Get ready for practical tips and a thorough exploration of investment strategies!
11 snips
Nov 16, 2023 • 1h 9min
#28 The Continuous Learner - Sebastian Lyon on Multi-Asset Investing, Downside Protection & Gold
Sebastian Lyon, conservative investor and manager of two highly successful multi asset funds, shares his views on markets, building a significant asset management business, managing funds for consistent performance, investing in quality companies, and why he owns gold.
