Foord Asset Management

About Foord Asset Management

Investment stewardship since 1981

Publisher

Foord Asset Management

Category

business

Language

en

Explicit

No

First episode

8 Jul 2022

Latest episode

9 Oct 2026

Latest episodes

148 episodes in the feed.

1. 

   9 Oct 2026

   How diversified is your portfolio, really?

   Owning more investments does not necessarily mean you are diversified. The ten largest companies now make up around 40% of the S&P 500, while South Africa’s market carries its own concentration risk through gold and precious-metals shares. In this episode, Linda Eedes examines why portfolios can hold many securities yet remain exposed to the same economic story. She explains why diversification may look like underperformance while a concentrated trade keeps winning, but remains essential to managing permanent capital loss and compounding wealth over time.

2. 

   17 Sept 2026

   US dominance, Asian opportunity and the case for diversification

   Has US exceptionalism gone too far? Portfolio managers Brian Arcese and Ishreth Hassen discuss US market concentration, US equity valuations and the risks of global portfolios becoming increasingly exposed to one market, one currency and one investment theme. From the valuation gap between the US and Asia to overlooked businesses in markets such as Korea, India and Indonesia, they discuss how patient, bottom-up investing can uncover compelling opportunities that many global investors may be missing.

3. 

   11 Sept 2026

   Is the AI jobs shock more talk than reality?

   The predictions that artificial intelligence would make entire professions redundant were confident. But jobs in areas thought to be most vulnerable have still not disappeared as expected, and businesses are increasingly training employees to use AI more effectively. In this episode, Linda Eedes considers what AI’s evolving impact on employment reveals about forecasting the future. From valuation discipline and diversification to finding opportunity among perceived “AI losers”, she explains why investors should remain open to multiple outcomes and build portfolios that do not depend on one prediction being precisely right.

Reach and audience

Public platform figures. Ratings count people who left a rating, not total listeners.

YouTube views

61,854

Score snapshot 15 Sept 2025

Spotify

5.0 / 5

8 ratings

Podcast Authority Score: 73 / 100

A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.

Quality

91

Social presence

0

YouTube

76

Engagement

60

Contact Foord Asset Management

Guest appearances

Books guests

Based on episode analysis; this does not confirm that the show is currently accepting guests.

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