About this podcast
Intelligent Wealth Podcast is about investing in great businesses with Tony Byrne, Awet Ghirmay, and Carl Roberts.
Episodes
The newest 20 of 56 episodes
- Micron Technology: AI Boom or Too Late to Buy? · 31 min · Season 1 Episode 55Micron Technology has become one of the biggest beneficiaries of the AI boom, with surging demand for the high-performance memory needed to power AI data centres. But after an…
- 3i Group: 30% Discount or Value Trap? · 33 min3i Group has been one of the UK's best-performing investments over the last decade, yet today the shares trade at a significant discount to their underlying value. Is this a rare…
- Arm Holdings: The Next Nvidia? · 28 min · Season 1 Episode 53Arm Holdings may be one of the most important AI companies in the world — yet most investors still don’t fully understand what it actually does. In this episode of The…
- Intuitive Surgical: Dominant Monopoly or Priced to Perfection? · 32 min · Season 1 Episode 52Is Intuitive Surgical a dominant monopoly — or a stock priced to perfection? In this episode of The Intelligent Wealth Podcast, we take a deep dive into Intuitive Surgical…
- Apple Stock: Has Tim Cook Left a Bigger Problem Than Investors Realise? · 40 min · Season 1 Episode 51Apple 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…
- Arista Networks: AI Goldmine or Priced to Perfection? · 27 min · Season 1 Episode 50Arista 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…
- BP Stock Has Gone Nowhere Since 1999… So Why Buy Now? · 29 min · Season 1 Episode 49BP 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…
- SpaceX: Opportunity of a Lifetime or Massive Bubble? · 39 min · Season 1 Episode 54SpaceX 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…
- Amazon Stock: AI Goldmine or $200B Mistake? · 27 min · Season 1 Episode 48Amazon 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…
- Amazon Stock: AI Goldmine or $200B Mistake? · 30 min · Season 1 Episode 45Amazon 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…
- Is Shopify Stock Overvalued Right Now? A Deep Dive into the Risks and Opportunities · 29 min · Season 1 Episode 47Is 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…
- BP: A Turnaround Opportunity or a Long-Term Value Trap? · 31 min · Season 1 Episode 46BP’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…
- Everyone Is Buying Gold Right Now... Here's The Problem · 40 min · Season 1 Episode 44Summary In 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…
- Rolls-Royce (RR): Up 2,500% — Still a Buy for Long-Term Investors? · 35 min · Season 1 Episode 43Summary In 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…
- Is Google a 4 Trillion-Dollar Bargain? Alphabet Stock Deep Dive (AI, Gemini, Cloud, YouTube) · 34 min · Season 1 Episode 42Summary In 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…
- Adobe Stock Analysis 2025: Still a Compounder or Past Its Peak? · 31 min · Season 1 Episode 41Adobe 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…
- PayPal Stock: Buyback Machine or Broken Moat? (Serious Investor Deep Dive) · 31 min · Season 1 Episode 40PayPal 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…
- Nova (NVMI): 1,733% Return & The Secret AI “Picks & Shovels” Stock · 30 min · Season 1 Episode 39Nova 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…
- ASML: The Irreplaceable Engine of Modern Chips | Intelligent Wealth Podcast · 31 min · Season 1 Episode 38ASML (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…
- Games Workshop: The £4.7B FTSE Giant Investors Can’t Ignore · 32 min · Season 1 Episode 37In 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…
