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Ruffer Radio

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Rating
★★★★★
5
from
1 reviews
Categories
Country
United Kingdom
This podcast has
37 episodes
Language
English
Publisher
Ruffer LLP
Explicit
No
Date created
2020/04/27
Latest episode
2026/01/02
Average duration
-
Release period
59 days

Description

A series of podcasts exploring the investment universe and sharing our interpretation of what's going on. The views expressed in this podcast are not intended as an offer or solicitation for the purchase or sale of any investment or financial instrument, including interests in any of Ruffer’s funds. The information contained in the podcast is fact based and does not constitute investment research, investment advice or a personal recommendation, and should not be used as the basis for any investment decision. References to specific securities are included for the purposes of illustration only and should not be construed as a recommendation to buy or sell these securities. This document does not take account of any potential investor’s investment objectives, particular needs or financial situation. This podcast reflects Ruffer’s opinions at the date of publication only, the opinions are subject to change without notice and Ruffer shall bear no responsibility for the opinions offered. More information: ruffer.co.uk/disclaimer This financial promotion issued by Ruffer LLP, which is authorised and regulated by the Financial Conduct Authority in the UK and is registered as an investment adviser with the US Securities and Exchange Commission (SEC). Registration with the SEC does not imply a certain level of skill or training. © Ruffer LLP 2023. Registered in England with partnership No OC305288. 80 Victoria Street, London SW1E 5JL. For US institutional investors: securities offered through Ruffer LLC, Member FINRA. Ruffer LLC is doing business as Ruffer North America LLC in New York. ruffer.co.uk

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Investment Review
2026/01/02
January 2026: Jonathan Ruffer reflects on over 30 years in investment management and warns that today’s speculative market exuberance will eventually face a reckoning.
Investment Review
2025/09/30
October 2025: After fifty years of almost uninterrupted bull markets, Jonathan Ruffer examines whether we’re approaching a turning point.
Investment Review
2025/07/01
July 2025: Markets hit record highs despite wars, tariffs, and towering debt. Jonathan Ruffer explores why today’s ‘Looney Tune’ valuations persist, examines generational investment divides, and explains how Ruffer’s all-weather approach is well placed to navigate this new era.
Investment Review
2025/03/31
April 2025: Equities are at maximum valuations, investors are at peak investedness, and now a regime change which markets have not yet digested. Jonathan Ruffer asks if this is one of the rare occasions when a market crisis not only foretells but contributes to the economic hardship to come.
Could 2025 challenge market optimism?
2025/01/16
January 2025: Fund Manager, Steve Russell discusses the investment risks we see in 2025 – overvalued US markets, Trumps return to office, rising bond yields.
Investment Review
2025/01/02
January 2025: In his latest Investment Review, Jonathan Ruffer sees parallels between today’s Magnificent Seven and the Nifty Fifty stocks of 1970s America. Pay too much for quality, and you’ve made a bad investment.
Investment Review
2024/09/30
October 2024: For 30 years, Ruffer’s chief concern has been the preservation of clients’ money. In this quarter’s review, Jonathan Ruffer revisits the merits, and measures, of this aspiration in the context of today’s market environment.
Election 2024
2024/09/09
September 2024: As the US presidential race enters its final straight, Dr Tim Smith and Alexander Chartres join Rory McIvor to discuss how investors are weighing up the prospects of a new administration.
Leaving the pack
2024/07/14
July 2024: Investors are herding into a narrow market and propelling stocks to new highs. Fund Manager Jasmine Yeo joins Rory McIvor to explain why this is a market well worth insuring against.
Investment Review
2024/07/10
July 2024: Recent portfolio performance has, understandably, provoked questions from our clients and investors. These are broadly the same questions we have been asking ourselves, chief among which is: why are we comfortable owning a portfolio that feels so uncomfortable to hold? Jonathan Ruffer’s quarterly investment review seeks to answer that question, laying out the reasons for our conviction in a portfolio which can protect and grow capital as the market turns.
Ugly ducklings
2024/04/16
April 2024: Duncan MacInnes joins Rory McIvor to reflect on Q1 performance and discuss some of the portfolio’s key positions including gold and silver, derivative protections and the yen.
Investment Review
2024/04/08
April 2024: Jonathan Ruffer discusses the stock market’s seemingly invincible summer. This has created distortions in both debt and equity markets, and with them, opportunities to benefit from a change in the season.
Survival at 5?
2024/01/10
January 2024: Can the economy and markets survive interest rates at 5%? Not for long, suggests fund manager Matt Smith – either interest rates must come down or asset prices do.
Investment Review
2024/01/09
January 2024: After a difficult year for portfolio performance, Jonathan Ruffer looks ahead to a world which is curiously unfit for investment purpose, given the current condition of the equity market and the end of the decades-long bull market in bonds.
From the Chairman
2023/10/09
October 2023: In this quarter’s episode of Ruffer Radio, Chairman Jonathan Ruffer shares his perspectives on the evolution of Ruffer’s all-weather investment approach since founding the firm in 1994.

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