A wave of shareholder activism will sweep the UK

Swen Lorenz is author of Undervalued Shares and CEO of Sarnia Asset Management. Swen is here to talk about the wave of shareholder activism that’s about to sweep the UK equity market and present some big opportunities for investors.

Quietly compounding in the UK stock market – with Alyx Wood

Alyx Wood is co-founder and chief investment officer at UK-focused hedge fund Kernow Asset Management. Alyx and James delve into the incredible opportunities on offer in the much maligned UK market, which has become something of a stock picker’s paradise.

The advantages of investing with boutique managers – with Diana Tenkova

Diana Tenkova, founder of Institutional Quality, is an expert in helping investment firms build credibility, reputation and long-term investor trust. In this episode we're exploring why smaller so-called boutique asset managers have become one of the fastest-growing parts of the investment industry - and whether smaller can actually be better.

How to invest in Frontier Markets – with the Frontier Viking

Martin Sjogren, aka the "Frontier Viking", has spent years immersed in Frontier markets, which he believes are one of the most under-appreciated and under-researched sectors in the investment landscape right now.

The strategy behind a 250x return

Swen Lorenz discusses the investment strategies of Michael Steindler, a portfolio manager with a 250x return since 2000. We explore unconstrained investing, hidden optionality, and how to find under-the-radar opportunities in global markets.

€8BN Pre-Crash Empire, 2008 Meltdown & Family Office Wisdom

Harald Berlinicke shares his remarkable journey from a teenage investor witnessing Black Monday, through building a €8 billion structured credit business before the Global Financial Crisis, to becoming a respected family office CIO and one of LinkedIn’s most authentic finance voices.

The man behind the balance sheet

Steve Clapham is an ex-hedge fund manager and financial educator who trains professional investors how to analyse corporate financials. In this episode, we reveal why private investors really can create an edge over the big institutions.

How to navigate the psychological pitfalls of wealth

Christian Broyhill is the founder of NexGen Journeys, where she helps rising generation family members find clarity, confidence and purpose whilst navigating the emotional landscape of wealth. We dig into how Poor Millionaires can arm themselves against all the psychological pitfalls of becoming wealthy.

How to invest in Venture Capital

James Faulkner is joined by Matthew Stafford, a highly experienced venture capital investor, who gives us the “how to” of Venture Capital (VC) investing.

Navigating a business exit and becoming an investor

Many Poor Millionaires struggle with the transition from business owner and entrepreneur to being an investor. Digby Summerhill has just completed an exit of his family’s furniture business and in this episode he shares his experiences of managing that transition and becoming a full time investor.

How to secure your digital legacy

Paul Rossini, CEO of AssetPass, has spent the best part of the past decade tackling the challenges of digital inheritance. In this episode we’ll help you ask the question of whether or not your financial legacy is adequately prepared for the brave new world of blockchain and tokenisation.

What the rich know about investing that you don’t

Robert Karas is Chief Investment Officer at Bank Guttmann. Robert lifts the shroud of mystery on the enigmatic world of private banking and shares his insights into investing and managing the wealth of HNW families for this 29 billion euro AUM institution.

How to pick a wealth manager – with Tim Price

James is joined by Tim Price, Director and Fund Manager at Price Value Partners. Tim gives you the inside look on how to pick the right wealth manager - including the questions you must ask and the red flags to avoid at all costs.

The next commodities super cycle – with Simon Catt

Simon Catt from Arlington Group has spent his entire career analysing the cycles of the commodities markets and helping mining companies raise money. In this episode, we discuss how Poor Millionaires can navigate the current super cycle in commodities and Simon reveals the three metals he believes stand to benefit the most from global trends.

Ukraine real estate: a generational opportunity?

James Faulkner is joined by real estate fund manager John Suggitt and Sarnia Asset Management CEO Swen Lorenz to discuss the generational opportunity in the Ukrainian property market.

Silver boom or bust – with Clive Thompson

Clive Thompson is an ex-Swiss banker and is quickly becoming a YouTube sensation with his educational videos on investing. Here we discuss the meteoric rise and equally astonishing fall of silver. Can the silver bull market continue?

How to invest like a family office – with Jan Voss

Jan Voss is Managing Director of Cape May Wealth Advisors, a Berlin-based wealth management firm.

Jan is an expert in single family offices, asset management and international tax advisory. In this episode, we’ll discover how you can apply some of the strategies of family offices as a Poor Millionaire.

Why UK equities are a stock-picker’s paradise – with Swen Lorenz

Swen Lorenz is CEO of Sarnia Asset Management and the author of UnderValuedShares.com. Today he’s sharing what he believes could be a generational inflection point for the UK stock market, which is now one of THE most contrarian trades out there given the weight of negativity that dominates the narrative.

The art of portfolio management – with Terence Moll

Terence Moll is a retired market strategist, having held senior positions at the University Superannuations Scheme in the US, Coutts, and more recently 7 Investment Management. Today he manages his own personal portfolio full time.

Why you need a Plan B – with Ladislas Maurice

Ladislas Maurice, the Wandering Investor, is an expert in international property investing, residency and citizenship. In this episode we ask whether Poor Millionaires need a Plan B – what that entails, and how you can go about implementing one.

How to navigate a bubble – with Neil Woodford

Neil Woodford is one of the UK’s best-known fund managers. Having famously avoided the worst of the fallout from the dot.com bubble and the financial crisis, this helped him go on to manage more than £30 billion at Invesco.

These days, he shares his insights via his blog at W 4.0. and In this episode we ask Neil whether he sees any signs of a market bubble and how investors can best navigate the current investment landscape.

How to invest like a European dynasty – with Andrew Brown

Andrew Brown of East 72 Dynasty Trust. Andrew is an expert in family dynasties and publicly listed majority-owned family businesses. In this pod we’re going to learn how three of the most successful European family dynasties invest – but crucially how you can also apply these principles in managing your own wealth.

How to invest in gold miners – with Simon Popple

Simon Popple is a long time gold advocate and proprietor of The Gold Program, which is an online resourced dedicated to helping private investors navigate the gold mining sector. We dig into what makes the gold miners attractive right now and Simon shares some pointers on how to avoid the pitfalls of the sector.

Ukraine as a land of opportunity – with Swen Lorenz

Swen Lorenz is CEO of Sarnia Asset Management and author at Undervalued Shares. During his visit to Kiev we decided to record an episode detailing his observations - which surprisingly include Ukraine being a hotbed of entrepreneurship and investment opportunities.

$15,000 gold – with Clive Thompson

Today we’re joined once again by Clive Thompson. Clive is an ex-Swiss banker who’s recently become a YouTube sensation by sharing his investment insights and experiences, particularly when it comes to investing in gold. In this episode, we’ll be delving into the possibility of a revaluation of the US gold reserves and the implications that could have for the markets.

Ignore gold at your peril – with Dominic Frisby

In part one of this 3-part series on gold, I’m joined by Dominic Frisby, author of The Secret History of Gold. We pick over the precious metal’s current bull market and why gold drives humanity to do great and terrible things.

Dissecting the UK’s economic woes – with Simon French

In this episode of the Poor Millionaires Podcast, Simon French, Chief Economist at Panmure Liberum, discusses the current state of the UK economy, focusing on gilt yields, fiscal challenges, and the implications of liability-driven investing. He highlights the attractiveness of UK assets despite political and economic volatility, and emphasises the need for better commercialisation of innovation in the UK. The conversation explores the role of pension funds, home bias in investments, and the prospects for the UK market over the next 12 to 18 months.

How Bitcoin changed my life – with Philipp Mattheis

In this episode of the Poor Millionaires Podcast, James Faulkner interviews Philipp Mattheis, a seasoned business journalist with extensive experience in China and a passionate Bitcoin investor. They discuss Philipp's journey into journalism, his insights on Bitcoin as a means of financial sovereignty, and the evolving landscape of cryptocurrency. Philipp shares his investment strategies, including a balanced portfolio of Bitcoin, gold, and dividend stocks, and reflects on the true meaning of wealth as freedom and sovereignty over one's time.

Ignore the doom-mongers with Manish Singh

Manish Singh is Chief Investment Officer at Crossbridge Capital, having previously worked in wealth management and investment banking at UBS and Societe Generale. Here we discuss why it pays to ignore the doom-mongers and focus on long term positioning for financial success.

The European opportunity with Swen Lorenz

Swen Lorenz is CEO of Sarnia Asset Management and author at Undervalued Shares, where he uncovers overlooked investing ideas that are off the beaten track. Here we discuss the opportunity in European equity markets, where some big structural changes could bode well for investor sentiment after more than a decade of being overshadowed by the US.

The lasting allure of gold with Clive Thompson

Clive Thompson is an investment content creator and educator, having retired from a long and distinguished career in wealth management. He’s a big advocate of holding gold and other tangible assets in a portfolio as a hedge against fiat currency debasement – and we’ll be talking about the role of gold in creating a resilient portfolio that can withstand the looming debt crisis.

Crafting your financial journey with Keith Blackborg

Keith Blackborg is a successful real estate investor and owner of Financial Journey, a network of self-directed millionaires who are working to reach work optional and beyond. Crucially, he helps his clients build and manage a personalised Virtual Family Office, leveraging the network to build a team of top-tier professionals working together to deliver.

Doing a 25x with Nigel Pope

Nigel Pope sold his house and quit his job in order to follow his calling and become a full-time investor. Starting out with £250k back in 2016, he did a 25x on his portfolio and has since achieved his goal of becoming completely financially independent. Here we discuss the trials and tribulations of making such a gutsy leap of faith.

Democratising direct private equity with Graham Rowan

Graham Rowan has worked with High Net Worth investors for more than a decade and is on a mission to democratise access to direct private equity deals. Graham believes that selectively accessing deals with these early stage companies can give Poor Millionaires an edge when it comes to 'levelling up' and making that jump to the next tier of wealth.

From fireman to venture capitalist with Cody Shirk

Cody Shirk has traveled the world over the past two decades exploring hidden investment opportunities, remote corners of the world, and empty waves. During this time as an investor, he's deployed capital in nearly two dozen countries across the Americas, Europe, Australia, and Asia.

The generational opportunity in small cap stocks with Swen Lorenz

James Faulkner is joined by Sarnia Asset Management CEO Swen Lorenz to talk about what he believes is a generational opportunity in the shares listed smaller companies. Small cap stocks - traditionally the growth engines of the economy - have been left for dust by the "Magnificent 7" of late. But is that about to change?

An introduction to Poor Millionaires

Poor Millionaires founder Swen Lorenz explains what the Poor Millionaires concept is all about.