HeyJaredConnected Investor - The Brunner Investment Trust PLC Podcast
Our investment team covers the world. But, they also need to be connected to share their insights. Furthermore, it’s no longer enough to simply be a human investor – being digitally enhanced through machine learning and AI to be able to interpret massive amounts of data is a…
- Indexed episodes, last 90 days
- 3
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- Aug 28, 2026
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- Jul 22, 2026
Latest episodes
Could today's AI investment boom be following a familiar pattern? (opens the original)
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In this episode of Connected Investor, Brunner Investment Trust Portfolio Managers Julian Bishop and James Ashworth look back at previous capital cycles to explore what the past could teach present investors about the extraordinary levels of investment flowing into AI infrastructure today. From the iron ore supercycle driven by China's rapid industrialisation to the US shale revolution, Julian and James examine how rising demand and high profitability can encourage significant investment in new
What can the best investment books teach us about today's markets? (opens the original)
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In this special ‘Brunner Book Club’ episode of Connected Investor , portfolio managers James Ashworth and Julian Bishop step away from company results and market updates to discuss the books that have shaped their thinking. From financial bubbles and the Great Depression to investor psychology, neuroscience and the power of compounding, they explore how history, human behaviour and timeless investing principles continue to influence markets today and why reading beyond finance can make you a bet
Is following the crowd the biggest investment risk? (opens the original)
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In investing, risk is often measured against a benchmark or by day-to-day market volatility. But is that really what matters most? In this episode of Connected Investor , Brunner Investment Trust's Julian Bishop and James Ashworth challenge conventional thinking about risk, arguing that the greatest danger isn't underperforming an index… it's the permanent loss of capital. They explore the difference between relative and absolute risk, why increasingly concentrated markets can leave investors mo
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