Many Happy Returns

PensionCraft 233 - Defending the Yen: Can Governments Beat Currency Markets?

Investing is the best way to build wealth, but comes with risk and uncertainty. Want to grow a portfolio of stocks, bonds, ETFs and more? This is the show to boost your knowledge and build your confidence. Join us on the journey through bull markets, bubbles and crashes. Bring snacks and a steady hand; we're in it for the long haul... Hosted by Ramin Nakisa (YouTube @PensionCraft) and Michael Pugh. Contact us: mhr@pensioncraft.com

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29 Jul 2026

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08 Jul 2026

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10 Jun 2026

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22 Oct 2025

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27 Aug 2025

Many Happy Returns

Episodes

Defending the Yen: Can Governments Beat Currency Markets?

Record Profits: The Importance of Beating Earnings

Senior Management: Who Looks After Your Money When You Can't?

Beta Noire: Unsolved Mysteries of the Market

Gilt Complex: Is Britain in Hock to the Bond Market?

The Declaration of Outperformance: Is America Still Exceptional?

Portfolio Positions: Your Starting XI of Asset Classes

Your Career is a High-Yield Bond (And It’s Probably Junk)

Sequence and Sensibility: Is Now a Good Time to Retire?

How the AI Investment Boom Ends, with Tom Stevenson

Paws and Reflect: The Surprising Science of Who Wins at Investing

Reserve Judgment: How To Run a Central Bank

Space Oddity: Is the Biggest IPO in History a Problem for Index Funds?

Rising Yields: Gilty Until Proven Innocent?

Britain's Slow-Motion House Price Crash

Making Sense of a Weird Market: Record Highs, Sticky Inflation, and Silent Alarms

Do Your Own Research: What Real Investment Research Actually Looks Like

Statistical Sleight of Hand: How Good Numbers Hide Bad Investments

Shopping the Drop: Is Anything Actually Cheap?

Your Portfolio Wasn't Built for This

The War of Unintended Consequences: Oil, Inflation, and Interest Rates

Damien Talks Money: What Investors Click vs. What They Need

Capital Preservation: The Art of Not Losing Money, with Jasmine Yeo from Ruffer

The Tariffs Are Dead. Long Live the Tariffs.

Crypto Winter 2.0: Be Careful What You Wish For?

Kiss Your SaaS Goodbye: The AI Threat to Software Stocks

Gold & Silver Crash: Is Bullion’s Bull Run Over?

Vanguard Goes Global: Is Home Bias a Mistake?

Does Europe Have the Financial Firepower to Stand Up to Trump?

Investing in Crazy Times: Should You Carry on as Normal?

Investing vs. Gambling: How to Tell the Difference

2026 Watchlist: Trends That Could Shape the Year Ahead

10 Investing Facts That Can't be True (But Are)

The Naughty List: Assets That Misbehaved in 2025

The 2025 Stress Test: The Banks Are Safe... Are You?

Devil in the Details: Is the Budget Worse Than Imagined for Investors?

The Physics of Financial Markets

How to Pick Your Perfect Portfolio, with Tyler from Portfolio Charts

FIRE Drill: Is Financial Independence Still Possible?

So You’ve Decided to Time the Market…

Beyond the Gloom: The UK's Hidden Stock Winners, with Ed Croft

The Debasement Trade: Faith, Fear, and the Fall of Fiat?

Closed-Circuit Capitalism: Inside AI’s Trillion-Dollar Money Loop

The Unbalanced Sheet: What Is Your Net Worth, Really?

What I’ve Learned: Keeping Your Portfolio (and Yourself) on Track

Cash on the Sidelines: Are Brits Scared to Invest?

Gold is a Terrible Investment (And Why You Should Own It)

Stick or Twist: Should You Second Guess the Autumn Budget?

Stocks vs. Bonds: Who Wins the Next Decade?

The Visible Hand: Is America Abandoning Free-Market Capitalism?