BT Global Perspectives Podcast – Hosted by David Creighton, Chair of the BT Advisory Board, with Paul Beatty, Managing Director and Co-Founder of the BT Global Fund. This episode reviews recent investment performance and emerging market trends. The fund finished last year with record growth of 67% and is already up over 20% in the new year, driven by strong momentum in precious metals and hard assets like silver, platinum, and copper. Paul and David discuss the significance of hard assets, the surge in silver prices, and why the Asian physical markets are increasingly shaping the metals market. The conversation combines insights, humor, and actionable perspectives for investors.
This episode of the BT Global Growth podcast features David Creighton (Chair of the BT Advisory Board) and Paul Beattie (Managing Director and Co-founder of the BT Global Growth Fund) discussing current investment strategies and the economic outlook. Recorded in Montreal, the conversation explores how hundreds of billions of dollars in AI infrastructure spending are shaping the global economy—and why the hosts don’t expect a North American recession in 2027.
2 Jul 2026
EP.29 - SpaceX valuation and No Slowdown in US
In this episode, David Creighton (Chair of the BT Advisory Board) and Paul Beattie (Managing Director and Co-founder of the BT Global Growth Fund) discuss recent market volatility and investment opportunities across multiple sectors. They explore the impact of geopolitical tensions, analyze the controversial SpaceX IPO valuation, examine massive capital expenditures in AI and data centers, and assess the diverging economic trajectories between the US and Canada. The conversation also covers c...
3 Jun 2026
EP.28 - Too many opportunities
In this episode, David Creighton (Chair of the BT Advisory) and Paul Beattie (Managing Director and Co-founder of the BT Global Growth Fund) discuss the challenges of navigating an overheated market with an abundance of compelling investment opportunities. They explore surging semiconductor valuations at historic extremes, massive inflows of capital from Japan and the Middle East into U.S. equities, and their disciplined approach to selling winners and cutting losses without ego. They a...
8 May 2026
EP.27 - Taking something off the table
In this episode, David Creighton (Chair of the BT Advisory Board) and Paul Beattie (Managing Director and Co-founder of the BT Global Growth Fund) discuss current investment strategies amid significant market volatility.
12 Mar 2026
EP.26 - Managing Inflation and Value in the Silver Sector
In this episode of the BT Global Perspectives Podcast, David Creighton sits down with Paul Beattie to unpack the rapidly shifting global market landscape. They explore how escalating geopolitical tensions, particularly involving Iran, are influencing commodity markets and driving uncertainty for investors. The conversation dives into the implications of rising oil prices, the risk of stagflation, and why defensive positioning may be essential in today’s volatile environment. Beattie also shar...
27 Jan 2026
EP.25 - Hard Assets and the Picks for ‘26
We invite you to listen to Episode 25 of the BT Global Growth Podcast*: “Hard Assets and the Picks for ‘26”, recorded on January 26th, 2026, and featuring our very own Paul Beattie and David Creighton.
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