Nalu Finance

In this episode of Nalu Finance, we speak with Lord Stephen Green about how cultural engagement, global politics, and shared values shape our financial world. He explores the rise of China, the risks of nuclear proliferation and AI, and how investors can align profit with purpose in a rapidly changing worlr.d

We explore 40 years of insight into London real estate with Simon Lindesay-Bethune. From off-market deals to investor tips and green upgrades, Simon shares how the prime central London market evolved, why buyer psychology matters, and why even in uncertain times, location and product knowledge still drive success.

In this episode of Nalu Finance, we explore value investing with Matthias Riechert. He shares how to identify high-quality businesses, the importance of long-term compounding, and why simplicity and deep research matter more than timing the market or chasing trends like ESG. A thoughtful look into real investing.

Megumi Ikeda from Hearst Ventures explains what venture capital really is how to assess founding teams and why not every startup needs VC money She shares insights into investment strategy industry trends and how data driven innovation is shaping the future of sectors like real estate and manufacturing

Wulf Schütz explains how vintage watches have become a stable and rewarding asset class. He shares how rarity, provenance, and condition influence value and why proper due diligence and trusted sources are key to avoiding costly mistakes in the high-end watch market.

Bill O’Neill shares how strategic asset allocation drives investment outcomes, why derivatives require caution, and how alternatives reshape modern portfolios. He also explains how staying humble and filtering signal from noise can lead to better decisions in an increasingly complex market environment.

Bill O’Neill explains how to design an investment portfolio that aligns with your goals, risk tolerance, and time horizon. He explores the role of diversification, why asset allocation matters more than stock picking, and how to assess real risk beyond volatility using practical client examples.

Athan Tolis explains how bond markets really work, why central banks have quietly delivered for asset owners, and where investors can still find alpha despite low yields and poor credit market liquidity. A candid conversation on bonds, interest rates, active vs passive investing, and why Trading Places tops his movie list.

Economist Jürgen Michels explains how to navigate economic noise, why German views on inflation differ from Anglo-American ones, and how tax systems may shift from labor to data in the future as Europe grapples with digital economies and unified fiscal policies.

Toby Hayes breaks down the concept of structural risk premia and how these strategies offer returns that are independent of market cycles, central bank moves, and investor sentiment. He explains how simplicity, clear signals, and a deep understanding of underlying markets help avoid crowded trades and backtest bias.