Investing And Other Stories

About Investing And Other Stories

Welcome to the Investing & Other Stories Podcast, brought to you by Finance Latte. Grab your coffee and join us for unfiltered conversations with top women professional investors around the world about long-term investing, mindset, and stock markets.

Publisher

Finance Latte

Category

business

Language

en

Explicit

No

First episode

29 Sept 2024

Latest episode

18 Jun 2025

Latest episodes

18 episodes in the feed.

1. 

   18 Jun 2025

   17: Season Finale - A Deep Dive into Socially Responsible Investing, with Sonia Kowal

   Sonia Kowal, President of Zevin Asset Management, explores the complexities of ESG investing with Margarita Tr., CFA, differentiating it from ethical investing and highlighting successful shareholder engagements in this interview.

2. 

   19 May 2025

   16: A Mini Masterclass in Corporate Bonds, with Madeleine Almqvist

   Today on the Investing & Other Stories Podcast your host Margarita Triantafyllidou, CFA (https://www.linkedin.com/in/margarita-triantafyllidou/) welcomes Madeleine Almqvist, Portfolio Manager at Case Fonder. Madeleine discusses the return profiles of different types of bonds, the impact of trade wars on bond yields, and the nuances of bond investment strategies. She also discusses credit risk, the importance of bond covenants, and how to conduct thorough credit analysis. Madeleine shares her outlook for the Nordic fixed income market in 2025, key tips for successful bond investments, and how bonds can strategically fit into your portfolio. 01:58 Guest Introduction: Madeleine Almqvist, Portfolio Manager at Case Fonder 02:30 Work differences: Investment Banking vs. Asset Management 05:08 A Day in Madeleine’s Life as a Portfolio Manager 06:59 Understanding Bonds and Interest Rates 08:37 Credit Analysis and Bond Selection 12:01 Risk and Reward in Bond Investments 22:15 Market Outlook for Nordic Bonds and Investing Strategies 26:34 AI in Asset Management 27:22 Tips for Individual Bond Investors 28:38 Encouraging Women in Asset Management Tune in for valuable insights and advice for investors considering bonds! NEW TO THE SHOW? The Investing and Other Stories Podcast is brought to you by ⁠⁠⁠Finance Latte.⁠⁠⁠ Follow our social media accounts: ⁠LinkedIn⁠ (https://www.linkedin.com/in/margarita-triantafyllidou/), ⁠Instagram⁠ (http://www.instagram.com/financelatte), and ⁠YouTube⁠ (https://www.youtube.com/@FinanceLatte). Download our free ⁠guide⁠ (https://financelatte.com/free-guides-investments/) with the 7 Steps to Create Your Unique Investment Strategy 🔔 Don't forget to subscribe and rate our podcast! It only takes 30 seconds to help us out so that we can bring better guests and more valuable content! 🌟 A big thank you to our episode's sponsor ⁠⁠⁠Finchat.io⁠⁠⁠ (https://finchat.io/?via=financelatte), your go-to-place for stock analytics, KPIs and AI tools. Not Financial Advice. You must conduct your own due diligence and speak to a financial advisor before investing.

3. 

   12 May 2025

   15: Angel Investing in Gaming Startups

   Today on the Investing & Other Stories Podcast your host Margarita Triantafyllidou, CFA (https://www.linkedin.com/in/margarita-triantafyllidou/) welcomes Bibbi Wikman, Angel Investor, Gaming Executive and founder of Playcap. With years of experience in marketing in the gaming industry and leading a new angel network investing in startups, Bibbi shares valuable insights on the unique aspects of investing in game studios, how they differ from tech startups, and the trends shaping the future of the gaming industry. 00:00 Introduction to Game Studios vs. Tech Startups01:44 Meet Our Guest: Bibbi Wikman, founder at PlayCap02:23 Bibbi's Journey into the Gaming Industry and why she founded a women’s angel network for games.05:23 What exactly is a game studio, and how does it differ as an investment from a tech startup?08:01 How do publishers differ from VCs or platforms like Epic and Unity?09:11 Why Invest in Gaming Startups?09:56 AI Disruption in the Gaming Industry11:23 Evaluating Gaming Startups for Investment15:51 How the women-only PlayCap Network Works and Invests in Gaming Startups17:39 Red Flags when Investing in Studios and Tech Startups in Games20:20 Trends in the Gaming Industry in 202522:26 Key Tips for Angel Investing in Gaming StartupsTune in for valuable insights and advice for investors in the studios and gaming industry! NEW TO THE SHOW? The Investing and Other Stories Podcast is brought to you by ⁠⁠Finance Latte.⁠⁠ (file:///Users/magda/Documents/Finance%20Latte%20AB/Podcast/Podcast%20Episodes/Ep13-Tina%20Adiata/financelatte.com) Follow our social media accounts: LinkedIn (https://www.linkedin.com/in/margarita-triantafyllidou/), Instagram (http://www.instagram.com/financelatte), and YouTube (https://www.youtube.com/@FinanceLatte). Download our free guide (https://financelatte.com/free-guides-investments/) with the 7 Steps to Create Your Unique Investment Strategy 🔔 Don't forget to subscribe and rate our podcast! It only takes 30 seconds to help us out so that we can bring better guests and more valuable content! 🌟 A big thank you to our episode's sponsor ⁠⁠Finchat.io⁠⁠ (https://finchat.io/?via=financelatte), your go-to-place for stock analytics, KPIs and AI tools. Not Financial Advice. You must conduct your own due diligence and speak to a financial advisor before investing.

4. 

   5 May 2025

   14: Managing Risk and Diversifying Your Portfolio with Julia Axelsson

   Today on the Investing & Other Stories Podcast your host ⁠Margarita Triantafyllidou, CFA⁠ (https://www.linkedin.com/in/margarita-triantafyllidou/) welcomes Julia Axelsson, Portfolio Manager at Swedbank Robur. They cover crucial topics such as managing risk, asset allocation decisions, and thematic investing in today's volatile market. Learn about unique asset classes like listed infrastructure and market neutral strategies. Get inspired by Julia’s journey into asset management, her views on sustainable investing, and the initiatives she’s partof to promote women in the industry. Don't miss out on Julia's rich experience and valuable tips! 00:00 Understanding Market Volatility and Diversification 02:20 Meet Julia Axelsson, Portfolio Manager at Swedbank Robur. 03:54 Julia's Unconventional Journey from Linguistics to Finance 06:53 What is Asset Allocation and Manager Selection? 09:00 How Diversification Can Be Elusive When You Need It. 12:52 Learn About Thematic Investing: Beyond Traditional Sectors 17:50 Navigating Market Volatility and Diversification Strategies 25:55 Promoting Women in Asset Management - Kvinnorkapital 30:54 Ethical and Sustainable Investing – Pitfalls to Avoid 35:55 Explore Liquid Alternatives: Listed Infrastructure, Listed Real Estate & Market Neutral Strategies. NEW TO THE SHOW? ·      The Investing and Other Stories Podcast is brough to you by ⁠⁠⁠Finance Latte.⁠⁠⁠ (financelatte.com) ·      Follow our social media accounts: ⁠LinkedIn⁠ (https://www.linkedin.com/in/margarita-triantafyllidou/), ⁠Instagram⁠ (http://www.instagram.com/financelatte), and ⁠YouTube⁠ (https://www.youtube.com/@FinanceLatte). ·      Get the latest news on stocks, funds and ETFs with our weekly ⁠newsletter⁠ (https://financelatte.com/newsletter). ·       Download our free ⁠guide⁠ (https://financelatte.com/free-guides-investments/) with the 7 Steps to Create Your Unique Investment Strategy 🔔 Don't forget to subscribe and rate our podcast! It only takes 30 seconds to help us out so that we can bring better guests and more valuable content! 🌟 A big thank you to our episode's sponsor ⁠⁠⁠Finchat.io⁠⁠⁠ (https://finchat.io/?via=financelatte), your go-to-place for stock analytics, KPIs and AI tools. Not Financial Advice. You must conduct your own due diligence and speak to a financial advisor before investing.

5. 

   21 Apr 2025

   13: Exploring Bonds & Trends in Fixed Income – with Tina Adatia

   Today on the Investing & Other Stories Podcast your host Margarita Triantafyllidou, CFA (https://www.linkedin.com/in/margarita-triantafyllidou/) welcomes Tina Adatia, FixedIncome Global Client Portfolio Manager at Goldman Sachs. In this episode, we explore the dynamic world of bonds and fixed income bust common myths—like the idea that bonds are just for retirees. We break down the role of a Client Portfolio Manager and discuss the complexities and allure of the bond market. You'll also hear insights on the current market outlook for bonds and interest rates, exciting trendsshaping fixed income products like Active ETFs and Sustainability-linked Bonds, and the growing impact of AI in asset management. 00:00 Introduction to AI in Asset Management 00:18 Myth Busting: Are Bonds Just for Retired People? 01:17 Tina Adatia’s Career Progression from Investment Consultingto Bonds 06:15 Breaking Down the Role of a Client Portfolio Manager 10:42 The Complexities and Appeal of Bonds 16:42 Market Outlook Bonds and Interest rates 21:00 Trends in Fixed Income: Active ETFs and Sustainable Bonds 31:18 AI's Role in Asset Management: Not a Disruption but anEnabler 34:58 Encouraging Women in Asset Management Tune in for valuable insights on bond investing! NEW TO THE SHOW? ·      The Investing and Other Stories Podcast is brough to you by ⁠⁠Finance Latte.⁠⁠ (financelatte.com) ·      Follow our social media accounts: LinkedIn (https://www.linkedin.com/in/margarita-triantafyllidou/), Instagram (http://www.instagram.com/financelatte), and YouTube (https://www.youtube.com/@FinanceLatte). ·      Get the latest news on stocks, funds and ETFs with our weekly newsletter (https://financelatte.com/newsletter). ·       Download our free guide (https://financelatte.com/free-guides-investments/) with the 7 Steps to Create Your Unique Investment Strategy 🔔 Don't forget to subscribe and rate our podcast! It only takes 30 seconds to help us out so that we can bring better guests and more valuable content! 🌟 A big thank you to our episode's sponsor ⁠⁠Finchat.io⁠⁠ (https://finchat.io/?via=financelatte), your go-to-place for stock analytics, KPIs and AI tools. Not Financial Advice. You must conduct your own due diligence and speak to a financial advisor before investing. The views and opinions that Tina Adatia expressed are her own and are for informational purposes only and do not constitute a recommendation by Goldman Sachs AssetManagement for you to take any action.

6. 

   7 Apr 2025

   Investing in Biotech, with Lovisa Backemar

   Today on the Investing & Other Stories Podcast your host Margarita Triantafyllidou, CFA (https://www.linkedin.com/in/margarita-triantafyllidou/) welcomes Biotech Venture Capitalist Lovisa Backemar, a Principal at Eir Ventures. They delve into the world of biotech investments, an asset class way out of Margarita’s comfort zone. In this exciting episode, you'll learn about: The extended time horizon and unique risks of investing in biotech - The potential role of AI in accelerating drug discovery and approval processes, Lovisa’s fascinating career journey from a medical doctor to a venture capitalist, and examples of drug innovation for women’s health issues. Discover what it takes to successfully navigate this complex, yet rewarding, asset class. 00:00 Introduction to Biotech Investing 02:55 Lovisa’s Career Journey: From Medicine to Venture Capital 10:04 Sneak Peek: How a Venture Capitalist invests in Biotech Startups 15:59 Biotech Basics: What is Biotech and the Time Horizon & Risk Profile it Requires 19:05 Uses of AI in Drug Discovery and Approval Process 21:04 Example of a Biotech Investment Solving a key Women’s Health Issue 24:47 How Gender Equal (or Unequal) is the Biotech industry? 27:53 Fundraising Tips for Women Founders 30:00 Trends in Biotech for 2025 34:05 Lovisa’s 3 Tips for Successful Investments in Biotech NEW TO THE SHOW? The Investing and Other Stories Podcast isbrough to you by ⁠⁠Finance Latte.⁠⁠ (financelatte.com) Follow our socialmedia accounts: LinkedIn (https://www.linkedin.com/in/margarita-triantafyllidou/), Instagram (http://www.instagram.com/financelatte), and YouTube (https://www.youtube.com/@FinanceLatte). Get the latest news on stocks, funds and ETFs with our bi-weekly newsletter (https://financelatte.com/newsletter). Download our free guide (https://financelatte.com/free-guides-investments/) with the 7 Steps to Create Your Unique Investment Strategy 🔔 Don't forget to subscribe and rate our podcast! It only takes 30 seconds to help us out so that we can bring better guests and more valuable content! 🌟 A big thank you to our episode's sponsor ⁠⁠Finchat.io⁠⁠ (https://finchat.io/?via=financelatte), your go-to-place for stock analytics, KPIs and AI tools. Not Financial Advice. You must conduct your own due diligence and speak to a financial advisor before investing.

7. 

   11 Mar 2025

   11: Chloe Fu: Key Trends in Green Tech, AI, and Impact Venture Capital

   Today on the Investing & Other Stories Podcast your host Margarita Triantafyllidou, CFA welcomes Chloe Fu, an Impact Venture Capitalist in Stockholm. They delve into the evolving landscape of climate tech, the rise of AI, and the future of VC investments. Chloe shares how she transitioned from the nonprofit sector to Private Equity and Venture Capital, describes the many facets of climate tech (hint: it’s a lot more than just electric vehicles), the disruption of AI across sectors, and some of the key criteria and processes utilized when investing in startups. Tune in for valuable insights and advice for investors in the impact space!00:11 Impact of AI in Venture Capital00:26 Exploring Climate Tech01:52 Guest Introduction: Chloe Fu02:47 Chloe Fu's Career Journey from nonprofit to VC06:57 Think like a VC: Understanding Venture Capital and Private Equity10:20 Day-to-Day in Venture Capital13:00 Key trends in Greentech15:00 Example of an impact investment in agricultural startup Soil Capital18:00 Impact investment example: OpenCosmos24:00 US vs Swedish startup ecosystem comparison26:47 Investment Criteria and Process32:30 Advice for Women interested in Impact Investing NEW TO THE SHOW? • The Investing and Other Stories Podcast is brough to you by ⁠⁠Finance Latte.⁠⁠• Follow our social media accounts: LinkedIn, Instagram, and YouTube. • Get the latest news on stocks, funds and ETFs with our weekly newsletter. 🔔 Don't forget to subscribe and rate our podcast! It only takes 30 seconds to help us out so that we can bring better guests and more valuable content! 🌟 A big thank you to our episode's sponsor ⁠⁠Finchat.io⁠⁠, your go-to-place for stock analytics, KPIs and AI tools. Not Financial Advice. You must conduct your own due diligence and speak to a financial advisor before investing.

8. 

   25 Feb 2025

   10: Malin Frithiofsson: Femtech, Venture Studios & Closing the $1+ Trillion Gender Health Gap

   In this episode of the Investing & Other Stories Podcast your host Margarita Triantafyllidou, CFA delves into the gender health gap with Malin Frithiofsson, CEO at Daya Ventures, the world’s first Femtech venture studio. They discuss systemic disparities in healthcare between men and women, the misconceptions about Femtech, and how Daya Ventures is working to fill critical gaps in women's health. Malin shares her journey from studying gender studies to leading innovations in Femtech, and how at Daya, they systematically de-risk start-ups to create impactful changes. Key topics include the venture studio model, the economic case for investing in women's health, and examples of integrating AI in addressing issues, such as birth-related anxiety. Tune in for an in-depth look at how innovation can drive equitable healthcare solutions. 00:00 Understanding the Gender Health Gap01:52 Meet Malin Frithiofsson: CEO of Daya Ventures03:04 Malin's Journey from Gender Studies to Femtech05:39 Exploring the Gender Health Gap in Depth10:44 The Broad Scope of Femtech, estimated at $1T by 203011:51 Contextual Femtech: Beyond Physical & Reproductive Health17:42 The Financial Case for Investing in Femtech20:31 Venture Studios vs. VC: The Daya Ventures Model23:30 The Daya Process: From Intervention, to Discovery and Founder Sourcing Stages29:29 Nordic vs. U.S. Venture Studio Models31:19 Measuring Success and Impact37:48 Using AI in Femtech: The Glimmer Example43:24 Angel Investing Tips for Femtech

9. 

   10 Feb 2025

   9: Mala Valroy: Deep-tech & Venture Capital Demystified

   Today is a special episode of the Investing & Other Stories Podcast as for the first time we filmed locally in Stockholm, Sweden. HostMargarita Triantafyllidou, CFA (https://www.linkedin.com/in/margarita-triantafyllidou/) welcomes Mala Valroy, Investment Manager at Industrifonden, a Swedish Venture Capital firm. Learn what deep tech actually is and its potential transform industries and societies. Learn from Mala’s inspiring journeyfrom academia to venture capital, emphasizing her passion for human-centric innovations.✨ Mala sheds light on her venture capital role, day-to-day activities, and the multifaceted nature of evaluating and investing in startups. 🕵️♀️ Discover compelling stories of investments in technologies addressing women-centric issues like endometriosisand maternal care. 👩🔬 Gain insights on the challenges women founders face in securing funding and practical advice on navigating early-stage investments, angel investing, and overcoming biases in the VC landscape. 📊 00:00 Introduction to Deep Tech 00:36 Investing in Women's Health 01:23 Podcast Introduction and Guest Background 02:45 Mala Valroy's Career Journey from Academia to VC 05:56 A Day in the Life of a Venture Capitalist 09:20 Understanding Deep Tech Investments 18:52 Challenges and Opportunities for Women Founders Raising Money 35:42 Actionable Tips for Angel Investors NEW TO THE SHOW? The Investing and Other Stories Podcast isbrought to you by⁠⁠Finance Latte.⁠⁠ (financelatte.com) Follow our social media accounts:LinkedIn (https://www.linkedin.com/in/margarita-triantafyllidou/),Instagram (http://www.instagram.com/financelatte), andYouTube (https://www.youtube.com/@FinanceLatte). Get the latest news on stocks, funds and ETFs with our weeklynewsletter (https://financelatte.com/newsletter). Download our freeguide (https://financelatte.com/free-guides-investments/) with the 7Steps to Create Your Unique Investment Strategy 🔔 Don't forget to subscribe and rate our podcast! It only takes 30 seconds to help us out so that we can bring better guests and more valuable content! 🌟 A big thank you to our episode's sponsor⁠⁠Finchat.io⁠⁠ (https://finchat.io/?via=financelatte), your go-to-place for stock analytics, KPIs and AI tools. Not Financial Advice. You must conduct your own due diligence and speak to a financial advisor beforeinvesting.

10. 

    3 Feb 2025

    8: Coffee Chats: Tackle Your Fear of Investing

    In this Coffee Chat episode of the Investing and Other Stories Podcast, your host ⁠⁠⁠⁠⁠⁠⁠Margarita Triantafyllidou, CFA⁠⁠⁠⁠⁠⁠⁠ (https://www.linkedin.com/in/margarita-triantafyllidou/) welcomes co-host Rebecca Hollowell (a non-investing expert) to talk about ways to tackle your fear of investing. Margarita discusses proven behavioral biases in finance, such as loss aversion, and how to reframe your mindset about money. Rebecca, representing the beginner's perspective, asks essential questions and shares her journey of overcoming apprehensions and building confidence in investing. The hosts also address common misconceptions about day trading and real estate investing. Tune in to learn how to grow your investing courage and make informed decisions without letting fear hold you back. Don't forget to subscribe and stay tuned for our upcoming episodes! 00:00 Introduction and Tackling Investment Fears 02:28 Understanding Risk and Loss Aversion 05:23 Building Confidence in Investing 09:31 The Myth of Day Trading 11:40 Real Estate vs. Stock Market 15:29 Overcoming the Fear of Commitment 19:10 Conclusion and Takeaways NEW TO THE SHOW? The Investing and Other Stories Podcast is brough to you by ⁠⁠⁠Finance Latte.⁠⁠⁠ (financelatte.com) Follow our social media accounts: ⁠LinkedIn⁠ (https://www.linkedin.com/in/margarita-triantafyllidou/), ⁠Instagram⁠ (http://www.instagram.com/financelatte), and ⁠YouTube⁠ (https://www.youtube.com/@FinanceLatte). Get the latest news on stocks, funds and ETFs with our weekly ⁠newsletter⁠ (https://financelatte.com/newsletter). Download our free ⁠guide⁠ (https://financelatte.com/free-guides-investments/) with the 7 Steps to Create Your Unique Investment Strategy 🔔 Don't forget to subscribe and rate our podcast! It only takes 30 seconds to help us out so that we can bring better guests and more valuable content! 🌟 A big thank you to our episode's sponsor ⁠⁠⁠Finchat.io⁠⁠⁠ (https://finchat.io/?via=financelatte), your go-to-place for stock analytics, KPIs and AI tools. Not Financial Advice. You must conduct your own due diligence and speak to a financial advisor before investing.

11. 

    27 Jan 2025

    7: Kristin Hull: Empowering Women through Gender-lens Investing

    In today’s episode of Investing & Other Stories Podcast, host Margarita Triantafyllidou, CFA (https://www.linkedin.com/in/margarita-triantafyllidou/)welcomes Kristin Hull, founder and Chief Investment Officer at Nia Impact Capital. Discover how Nia, rooted in intention and purpose, uses systems thinking and aligns with the UN Sustainable Development Goals to create impactful investment portfolios. Kristin demystifies gender lens investing, the importance of ESG, and the powerful role women can play in reshaping the finance industry. Tune in for actionable insights on how you can invest in alignment with your values and drive real change. 00:00 Introduction to Nia Impact Capital 01:25 Meet our Guest Kristin Hull: An Impact Investor and Change Maker 02:32 Kristin's Journey into Investing 04:56 Understanding ESG and Impact Investing 13:57 How to Empower Women through Gender Lens Investing 17:50 Active vs. Passive Impact Funds 23:14 Challenges and Opportunities in Impact Investing 31:23 Promoting Women in Finance 35:21 Getting Started with Impact Investing 39:04 Conclusion and Final Thoughts NEW TO THE SHOW? The Investing and Other Stories Podcast is brough to you by ⁠⁠Finance Latte.⁠⁠ (financelatte.com) Follow our social media accounts: LinkedIn (https://www.linkedin.com/in/margarita-triantafyllidou/), Instagram (http://www.instagram.com/financelatte), and YouTube (https://www.youtube.com/@FinanceLatte). Get the latest news on stocks, funds and ETFs with our weekly newsletter (https://financelatte.com/newsletter). Download our free guide (https://financelatte.com/free-guides-investments/) with the 7 Steps to Create Your Unique Investment Strategy 🔔 Don't forget to subscribe and rate our podcast! It only takes 30 seconds to help us out so that we can bring better guests and more valuable content! 🌟 A big thank you to our episode's sponsor ⁠⁠Finchat.io⁠⁠ (https://finchat.io/?via=financelatte), your go-to-place for stock analytics, KPIs and AI tools. Not Financial Advice. You must conduct your own due diligence and speak to a financial advisor before investing.

12. 

    20 Jan 2025

    6: Coffee Chats: All About Index Funds

    In this Coffee Chat episode of the Investing and Other Stories Podcast, your host ⁠⁠⁠⁠⁠⁠Margarita Triantafyllidou, CFA⁠⁠⁠⁠⁠⁠ (https://www.linkedin.com/in/margarita-triantafyllidou/) welcomes co-host Rebecca Hollowell (a non-investing expert) to break down the world of index funds and ETFs. Discover what an index fund is, the difference between active and passive funds, and common mistakes beginners make when investing. Learn valuable tips for researching and choosing the right index funds and enjoy a fun quiz game. Tune in to gain practical insights and confidence in your investment journey. Don't forget to subscribe and stay tuned for our upcoming episodes! 00:00 Introduction to Index Funds 01:30 Understanding Index Funds and ETFs 05:52 Active vs Passive Funds 08:05 Common Misconceptions and Bad Advice 10:51 Game Time: Active or Passive? 13:22 Research Tips for Beginners 16:41 Conclusion and Recap NEW TO THE SHOW? The Investing and Other Stories Podcast is brough to you by ⁠⁠Finance Latte.⁠⁠ (financelatte.com) Follow our social media accounts: LinkedIn (https://www.linkedin.com/in/margarita-triantafyllidou/), Instagram (http://www.instagram.com/financelatte), and YouTube (https://www.youtube.com/@FinanceLatte). Get the latest news on stocks, funds and ETFs with our weekly newsletter (https://financelatte.com/newsletter). Download our free guide (https://financelatte.com/free-guides-investments/) with the 7 Steps to Create Your Unique Investment Strategy 🔔 Don't forget to subscribe and rate our podcast! It only takes 30 seconds to help us out so that we can bring better guests and more valuable content! 🌟 A big thank you to our episode's sponsor ⁠⁠Finchat.io⁠⁠ (https://finchat.io/?via=financelatte), your go-to-place for stock analytics, KPIs and AI tools. Not Financial Advice. You must conduct your own due diligence and speak to a financial advisor before investing.

13. 

    7 Jan 2025

    5: Amber Fairbanks: Sustainable Investing Opportunities

    In today’s episode of Investing & Other Stories Podcast, host Margarita Triantafyllidou, CFA (https://www.linkedin.com/in/margarita-triantafyllidou/) welcomes Amber Fairbanks, co-portfolio manager of the IMPAX Global Social Leader Strategy. Amber discusses how her background in environmental science and focus on sustainability shaped her investment philosophy. She highlights the importance of an ownership mentality, strong corporate culture, and long-term fundamental analysis in driving sustainable investments. Learn about the key trends and growth opportunities in emerging markets, the misconceptions of trading off returns when investing sustainably, and the distinctive characteristics between active and index sustainable funds. Amber also provides advice for women aspiring to lead in asset management. Tune in for an episode filled with keen insights and practical tips on sustainable investing. 00:00 Introduction and Amber's Background 02:21 ESG, Sustainable or Impact Investing? 03:49 Understanding the Social Leader Strategy 06:13 Is Corporate Culture an Alpha Driver? 09:06 Trends in the Consumer Sectors 10:53 The Right Mindset for Global Investing 14:05 Index Funds vs Active Funds for Sustainable Investing 22:17 Ways to Promote Women in Finance 24:50 Advice for Aspiring Sustainable Investors NEW TO THE SHOW? The Investing and Other Stories Podcast is brough to you by ⁠⁠Finance Latte.⁠⁠ (financelatte.com) Follow our social media accounts: LinkedIn (https://www.linkedin.com/in/margarita-triantafyllidou/), Instagram (http://www.instagram.com/financelatte), and YouTube (https://www.youtube.com/@FinanceLatte). Get the latest news on stocks, funds and ETFs with our weekly newsletter (https://financelatte.com/newsletter). Download our free guide (https://financelatte.com/free-guides-investments/) with the 7 Steps to Create Your Unique Investment Strategy 🔔 Don't forget to subscribe and rate our podcast! It only takes 30 seconds to help us out so that we can bring better guests and more valuable content! 🌟 A big thank you to our episode's sponsor ⁠⁠Finchat.io⁠⁠ (https://finchat.io/?via=financelatte), your go-to-place for stock analytics, KPIs and AI tools. Not Financial Advice. You must conduct your own due diligence and speak to a financial advisor before investing.

14. 

    23 Dec 2024

    4: Coffee Chats: Should You Hire a Financial Advisor?

    In this Coffee Chat episode of the Investing and Other Stories Podcast, your host ⁠⁠⁠⁠⁠Margarita Triantafyllidou, CFA⁠⁠⁠⁠⁠ (https://www.linkedin.com/in/margarita-triantafyllidou/) welcomes co-host Rebecca Hollowell (a non-investing expert) to discuss how you can choose among Financial Advisors, Robo Advisors, and Trading Platforms. We dive into financial advisors’ roles, the differences between them and financial planners and robo advisors, and how to determine the best option for your financial needs. We discuss the concept of fiduciary responsibility, and share some intriguing stories from the financial advisor world. By the end, you'll have a clearer understanding of how to manage your finances effectively. Tune in and join us for a deep dive into the world of financial advisors! NEW TO THE SHOW? The Investing and Other Stories Podcast is brought to you by ⁠⁠⁠⁠⁠Finance Latte.⁠⁠⁠⁠⁠ (financelatte.com) Follow our social media accounts: ⁠⁠⁠LinkedIn⁠⁠⁠ (https://www.linkedin.com/in/margarita-triantafyllidou/), ⁠⁠⁠Instagram⁠⁠⁠ (http://www.instagram.com/financelatte), and ⁠⁠⁠YouTube⁠⁠⁠ (https://www.youtube.com/@FinanceLatte). Get the latest news on stocks, funds and ETFs with our weekly ⁠⁠⁠newsletter⁠⁠⁠ (https://financelatte.com/newsletter). Download our free ⁠⁠⁠guide⁠⁠⁠ (https://financelatte.com/free-guides-investments/) with the 7 Steps to Create Your Unique Investment Strategy 🔔 Don't forget to subscribe and rate our podcast! It only takes 30 seconds to help us out so that we can bring better guests and more valuable content! 🌟 A big thank you to our episode's sponsor ⁠⁠⁠⁠⁠Finchat.io⁠⁠⁠⁠⁠ (https://finchat.io/?via=financelatte), your go-to-place for stock analytics, KPIs and AI tools. Not Financial Advice. You must conduct your own due diligence and speak to a financial advisor before investing.

15. 

    9 Dec 2024

    3: Rayna Lesser Hannaway: The Case for Small Cap Investing

    Margarita Triantafyllidou, CFA, welcomes Rayna Lesser Hannaway, Small Company Growth Portfolio Manager at Polen Capital, to discuss the advantages of active management and feminine traits in small cap investing.

16. 

    25 Nov 2024

    2: Coffee Chat - Just Start Investing

    Margarita, a professional investor, and Rebecca, a beginner investor, share their insights on starting an investing journey, overcoming fear, and developing a money mindset.

17. 

    11 Nov 2024

    1: Ankur Crawford on AI: "We Are Still Early in the AI Cycle."

    🎉 Welcome to the first episode of the Investing and Other Stories Podcast, by Finance Latte. (financelatte.com) Get AI and Investing Insights from Ankur Crawford, Portfolio Manager at Alger. Ankur shares her unique journey from a PhD in material science to money management, providing deep insights on: - How early we are in the AI cycle and its potential - The impact of AI in various industries - Strategies for managing market volatility and risk - The importance of a long-term mindset in growth investing - Her thoughts on women in finance - Tips for success as an individual investor 🔔 Don't forget to subscribe and rate our podcast for more valuable content! 🌟 A big thank you to our episode's sponsor Finchat.io (https://finchat.io/?via=financelatte), your go-to-place for stock analytics, KPIs and AI tools. Not Financial Advice.

18. 

    29 Sept 2024

    Trailer

    Welcome to the Investing & Other Stories Podcast, brought to you by Finance Latte. Grab your coffee and join us for unfiltered conversations about long-term investing, mindset, and stock markets. I’m your host, Margarita Triantafylliou, a CFA charterholder and professional investor. In the “Investing & Other Stories” podcast we’ll get investing insights and stories from the top professional fund managers around the world. It doesn’t matter if you are a beginner or seasoned investor; join us every other Wednesday for inspiration and strategies to better invest your money.

Reach and audience

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

YouTube views

2,331

Score snapshot 15 Sept 2025

Apple Podcasts (US)

5.0 / 5

1 ratings

Podcast Authority Score: 43 / 100

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

Quality

59

Social presence

0

YouTube

68

Engagement

0

Contact Investing And Other Stories

Guest appearances

Does not typically book guests

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