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Hosted by Ruffer LLP · EN · 40 episodes
Established thought leaders with verified media credentials.
A series of podcasts exploring the investment universe and sharing our interpretation of what's going on.The views expressed in this podcast are not intended as an offer or solicitation for the purchase or sale of any investment or financial instrument, including interests in any of Ruffer’s funds. The information contained in the podcast is fact based and does not constitute investment research, investment advice or a personal recommendation, and should not be used as the basis for any investment decision. References to specific securities are included for the purposes of illustration only and should not be construed as a recommendation to buy or sell these securities. This document does not take account of any potential investor’s investment objectives, particular needs or financial situation. This podcast reflects Ruffer’s opinions at the date of publication only, the opinions are subject to change without notice and Ruffer shall bear no responsibility for the opinions offered. Mo
Ruffer LLP hosts Ruffer Radio, a general show with 40 episodes published.
Fund Manager Alexander Chartres sits down with Investment Specialist Gemma Cairns-Smith to discuss the challenges facing investors in a more fractured global landscape. They cover the journey to this more multipolar and
What really drives the economic cycle? It’s not the total amount of debt – it’s the rate of change of new borrowing. Investment Specialist Gemma Cairns-Smith sits down with Ruffer’s Head of Macro
In this thought‑provoking conversation, Ruffer Chief Executive Chris Bacon discusses the idea of Risk backwards : that comfort, conformity and ‘blanding’ can create the illusion of safety while increasing vul
It was a forward-looking review, which is unsurprising, given that Ruffer at the time had no history – we were a business trundling slowly down the runway in a light plane on a long journey. As I approach retiremen
When I was a student, I gave my worldly wealth of £200 or so to an ignoramus stockbroker in the City who specialised in hot stocks. He didn’t do well, but he didn’t do that badly either. I undertook som
This review explores what we can (and can’t) infer from today’s facts about tomorrow’s markets. Our aim is to get a bit further than Pierpont Morgan: when asked to predict where the markets were heading
He climbs onto a water barrel to elevate his harangue. In mid-peroration, the wooden struts at the top of the barrel give way, and he ends up head and shoulders sticking out of the water. Everybody laughs and jeers. Then
Fund Manager, Steve Russell discusses the investment risks we see in 2025 – overvalued US markets, Trumps return to office, rising bond yields. DOWNLOAD TRANSCRIPT ]]>
If I put myself in the other person’s shoes – the client’s – what would I be thinking? And that, of course, should be a routine transposition. What the servant thinks is neither here nor there &nd
It’s an important question, and I address it because not only do I have an answer, but I believe it, too; it’s why I set the business up 30 years ago. We opened for business on 8 December 1994, and this Inves
As the US presidential race enters its final straight, Dr Tim Smith and Alexander Chartres join Rory McIvor to discuss how investors are weighing up the prospects of a new administration. DOWNLOAD TRANSCRIPT ]]>
Investors are herding into a narrow market and propelling stocks to new highs. Fund Manager Jasmine Yeo joins Rory McIvor to explain why this is a market well worth insuring against. DOWNLOAD TRANSCRIPT ]]>
But the sentries at the investment gate are not best occupied in taking opportunities to be photographed – eternal vigilance is the uncomfortable adjunct to those responsible for other people’s money. As I wr
Duncan MacInnes joins Rory McIvor to reflect on Q1 performance and discuss some of the portfolio’s key positions including gold and silver, derivative protections and the yen. DOWNLOAD TRANSCRIPT ]]>
We can now see that, when we began, markets had enjoyed the first decade of an unprecedented 40 year bull market, during which there were, for sure, opportunities to lose money, but nothing which can be described as a co
Can the economy and markets survive interest rates at 5%? Not for long, suggests fund manager Matt Smith – either interest rates must come down or asset prices do. In this quarter’s episode, we reflect on por
The unfortunate villagers who lived on top of it had been evacuated; but what was expected to erupt within hours was then demoted to ‘within weeks’. I remember a vulcanologist telling me that a call within 80
In this quarter’s episode of Ruffer Radio, Chairman Jonathan Ruffer shares his perspectives on the evolution of Ruffer’s all-weather investment approach since founding the firm in 1994. Jonathan reflects on t
He asked, “What’s your attitude to the poor performance we’re putting in during 2023?” A good question deserves a good answer, and it got one. Its substance was – when things are tough, two
Investment Director Steve Russell reviews the downtrend in performance this year in the context of a global equity market rally. Steve explains why we retain high conviction in a strongly defensive position in portf
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Ruffer Radio is hosted by Ruffer LLP. The show is categorised under General and has published 40 episodes.
Ruffer Radio has published 40 episodes.
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