Intelligent Wealth Podcast
Intelligent Wealth Podcast is about investing in great businesses with Tony Byrne, Awet Ghirmay, and Carl Roberts.
Podcasting since 2024 • 38 episodes
Intelligent Wealth Podcast
Latest Episodes
ASML: The Irreplaceable Engine of Modern Chips | Intelligent Wealth Podcast
ASML (AMS/NASDAQ: ASML) powers the world’s most advanced chips. In this episode of the Intelligent Wealth Podcast, Tony Byrne (Fund Manager), Carl Roberts (Fellow Director) and Awet Ghirmay (Head of Research) break down ASML’s EUV monopoly, why...
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Season 1
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Episode 38
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31:05
Games Workshop: The £4.7B FTSE Giant Investors Can’t Ignore
In this episode of the Intelligent Wealth Podcast, we deep-dive into Games Workshop, the £4.7B FTSE 100 company behind Warhammer – one of the strongest consumer franchises in the world.👉 What you’ll learn in this episode:00:00 Intro...
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Season 1
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Episode 37
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31:35
Smarter Web Company: The UK’s First Bitcoin Treasury Company
In this episode of the Intelligent Wealth Podcast, we dive deep into the fascinating story of Smarter Web Company – a UK-listed business aiming to become the British MicroStrategy by turning its balance sheet into a Bitcoin treasury.👉 W...
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42:53
Wise (TransferWise) Stock Analysis 2025 | Can This Fintech Disrupt Banks Long-Term?
In this episode of the Intelligent Wealth Podcast, the hosts take a deep dive into Wise (formerly TransferWise) – one of the UK’s standout fintech success stories.Wise processes over £145 billion in cross-border transactions annua...
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Season 1
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Episode 35
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29:00
MicroStrategy’s $110B Bitcoin Play: Smart Capital Allocation or Investor Trap?
MicroStrategy has become the world’s largest Bitcoin treasury company — raising billions, buying Bitcoin, and transforming from a software business into a crypto giant.But is this strategy brilliant financial innovation… or a high-risk ...
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Season 1
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Episode 34
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42:06
