Intelligent Wealth Podcast
Intelligent Wealth Podcast is about investing in great businesses with Tony Byrne, Awet Ghirmay, and Carl Roberts.
Episodes
52 episodes
Apple Stock: Has Tim Cook Left a Bigger Problem Than Investors Realise?
Apple is one of the greatest businesses ever created. But can it continue to dominate in a world increasingly shaped by artificial intelligence?In this episode of The Intelligent Wealth Podcast, we take a deep dive into Apple (NASDAQ: A...
Arista Networks: AI Goldmine or Priced to Perfection?
Arista Networks may be one of the most important AI infrastructure companies most investors have never heard of.Is Arista Networks one of the biggest hidden winners of the AI boom — or is the stock already priced to perfection?I...
BP Stock Has Gone Nowhere Since 1999… So Why Buy Now?
BP stock hasn’t moved since 1999… so why are investors suddenly paying attention again?In this episode of the Intelligent Wealth Podcast, we break down whether BP could finally be turning things around — or if it’s just another value tr...
SpaceX: Opportunity of a Lifetime or Massive Bubble?
SpaceX has become one of the most valuable companies in the world. But is it the investment opportunity of a generation, or is the market pricing in unrealistic expectations?In this episode of The Intelligent Wealth Podcast, Tony Byrne,...
Amazon Stock: AI Goldmine or $200B Mistake?
Amazon is investing $200 BILLION into AI — but is this a visionary move… or a massive mistake?In this episode of The Intelligent Wealth Podcast, we break down whether Amazon stock is still a smart long-term investment — or if Big ...
Is Shopify Stock Overvalued Right Now? A Deep Dive into the Risks and Opportunities
Is Shopify stock overvalued right now, or does it still have long-term growth potential?In this episode of The Intelligent Wealth Podcast, we take a deep dive into Shopify (SHOP) and analyse whether the current valuation ...
BP: A Turnaround Opportunity or a Long-Term Value Trap?
BP’s share price is no higher today than it was over two decades ago — so why are investors starting to look at it again?In this episode of the Intelligent Wealth Podcast, we explore whether BP could be a genuine turnaround opportunity o...
Amazon Stock: AI Goldmine or $200B Mistake?
Amazon is investing heavily in artificial intelligence, with plans to spend tens of billions on data centres and infrastructure. But is this a smart long-term strategy — or a potential risk for investors?In this episode of the Intelligen...
Everyone Is Buying Gold Right Now... Here's The Problem
SummaryIn this episode of the Intelligent Wealth podcast, the hosts delve into the intriguing world of gold as an investment, particularly in light of its recent price surge. They discuss the historical performance of gold, comparing it...
Rolls-Royce (RR): Up 2,500% — Still a Buy for Long-Term Investors?
SummaryIn this episode of the Intelligent Wealth podcast, the hosts discuss Rolls-Royce, focusing on its transformation from a struggling company to a promising player in the aerospace and defense sectors. They explore the company's fin...
Is Google a 4 Trillion-Dollar Bargain? Alphabet Stock Deep Dive (AI, Gemini, Cloud, YouTube)
SummaryIn this episode of the Intelligent Wealth Podcast, hosts Tony Byrne, Awet Ghirmay, and Carl Roberts delve into Alphabet Inc., the parent company of Google. They discuss Alphabet's impressive growth trajectory, its diverse busines...
Adobe Stock Analysis 2025: Still a Compounder or Past Its Peak?
Adobe stock analysis (ADBE) – is this creative software giant now a quality bargain after a ~30% share price decline, or a value trap in the age of AI, Canva and Figma?In this episode of the Intelligent Wealth Podcast, fund manager Tony...
PayPal Stock: Buyback Machine or Broken Moat? (Serious Investor Deep Dive)
PayPal is hugely profitable, buying back billions of dollars of stock, and trading at one of the lowest valuations in its history. In this episode, we ask whether PYPL is a smart contrarian bet for serious investors – or a value trap in a bruta...
Nova (NVMI): 1,733% Return & The Secret AI “Picks & Shovels” Stock
Nova Ltd (NASDAQ: NVMI) has delivered a 1,733% total return since listing – but is there still upside from here, or are investors late to the party?In this episode of the Intelligent Wealth Podcast, Tony Byrne sits down with colleagues ...
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...
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...
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...
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...
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 ...
Novo Nordisk stock CRASHED: Buying opportunity or trouble ahead?
🚨 Novo Nordisk Stock Down 66% - Is This a Golden Buying Opportunity or a Red Flag?In this episode of the Intelligent Wealth Podcast, our expert panel dives deep into the recent plunge in Novo Nordisk’s stock price - one of ...
Is IBM a sleeper tech stock in 2025? Quantum Computing & AI explained
Welcome back to the Intelligent Wealth Podcast! In this episode, our expert dives deep into IBM – the 113-year-old tech giant that's quietly reinventing itself in AI, hybrid cloud, and quantum computing.Despite being overlooked for year...
Miss this hidden UK stock and you might regret it | Ashtead Technology Stock Analysis (2025)
Welcome back to the Intelligent Wealth Podcast, where we deep-dive into high-quality investment opportunities. In this episode, we analyse Ashtead Technology, a little-known UK-listed company that's quietly dominating the subsea equipment renta...
The cybersecurity stock you can’t ignore in 2025 | Fortinet deep dive
Is Fortinet the future of cybersecurity investing? In this episode of the Intelligent Wealth Podcast, we deep dive into Fortinet (NASDAQ: FTNT) — one of the world’s fastest-growing cybersecurity companies with 31% annual returns since IPO!<...
Warren Buffett steps down: Should you still invest in Berkshire Hathaway?
Welcome to the Intelligent Wealth Podcast! In this episode, we dive deep into Warren Buffett’s legacy, the future of Berkshire Hathaway, and whether it’s still a smart investment in 2025. With Buffett stepping down as CEO after ne...
This stock beat Amazon by 3x – But you’ve never heard of it
Welcome to the Intelligent Wealth Podcast! In this episode, we uncover one of the most powerful and under-the-radar companies in the world — Mercado Libre, often called the "Amazon + PayPal + Shopify of Latin America."👉 If you had inves...