Talking Capital

Capital Generation Partners

English Business Investing

Apple Podcasts Website RSS

Episodes 65

Avg. Duration 32m

Activity Highly Active

Since Jan 2023

Latest Episode Jun 2026

Outreach Signals

Features Guests

Publishing Details

Schedule

Monthly

Format

Episodic

Consistency

76%

Hosting

feeds.captivate.fm

About This Podcast

Talking Capital explores the big questions facing sophisticated, long-term investors. Join Ian Barnard and guests on a monthly basis, as they answer market and investment questions posed by our own clients, covering any asset class in any region of the world. Capital Generation Partners LLP is authorised and regulated by the Financial Conduct Authority and is registered as an Investment Adviser by the US Securities and Exchange Commission. This podcast and any opinions expressed do not constitute investment advice and does not constitute an oﬀer to sell or a solicitation of an oﬀer to purchase any security or any other investment or product. Nothing said during this podcast should be construed as an invitation or inducement to engage in investment activity. All information and opinions expressed herein are current as of publication of the podcast and are subject to change without notice. The information contained in this podcast does not constitute research or recommendation from Capital Generation Partners to the listener. Capital Generation Partners makes no representation or warranty as to the accuracy or completeness of the statements or any of the information contained in this podcast and any liability therefore, including in respect to direct or indirect loss is expressly disclaimed. Advice is given and services are supplied by Capital Generation Partners LLP and its affiliates (“CapGen”) on the basis of our terms and conditions of business, which are available upon request. No liability is accepted, or responsibility assumed, in respect of persons who are not clients of CapGen, unless expressly agreed in writing. Please note that the value of investments referred to in this podcast and their income may go down as well as up. If you choose to invest any product referred to in this podcast, your capital will be at risk and you may lose some or all of your investment. No compensation, monetary or non monetary, or other inducement is provided, directly or indirectly, to any external third-party guest speakers appearing on this podcast. This podcast may not be copied, reproduced, further distributed to any other person or published, in whole or in part for any purpose. Further information, including our privacy statement, can be found on our website at www.capgenpartners.com

Podcasting 2.0 Features

episode medium

Explore Statistics

English Podcasts Report Business Report Investing Report English Business Report

Recent Episodes

Energy Transition: opportunities, processes and manager selection

Jun 04, 2026 30m

In this episode, Ian is joined by Mario Acquistapace, Investment Research Director at CapGen, to discuss the theme of energy transition, including:An overview of the energy transition landscape,…

Energy Transition: market drivers, portfolio integration and long-term implementation

May 07, 2026 27m

In this episode, Ian is joined by Donald McFarlan, Portfolio Management Director at CapGen, to discuss the theme of energy transition, including:Market overview: what do we mean by energy transition,…

Responsible Capital: ESG requirements, regulation and the future for commercial real estate

Apr 02, 2026 30m

In this episode, Ian is joined by Ross Davies, Head of Real Estate at CapGen, to discuss the role of ESG in the real estate industry, including:The evolution of ESG requirements since the 1990sThe…

The Iran conflict: what it means for markets, investors and portfolios

Mar 06, 2026 29m

In this standalone episode, Ian is joined by Quintin Price, Chair of our Asset Allocation Committee, and Donald McFarlan, Portfolio Management Director, to discuss the investment implications of the…

Responsible Capital: the economics of natural capital, how to measure it and the UK's progress

Mar 05, 2026 32m

In this episode, Ian is joined by Kate Russell, Managing Director of Tellus Natural Capital and Dimitri Zenghelis, Chair of our Responsible Capital Committee, to discuss:The importance of natural…

Responsible Capital: navigating Trump’s influence, China’s renewable leadership, and the progress of natural capital

Feb 05, 2026 37m

In this episode, Ian is joined by Dimitri Zenghelis, Chair of our Responsible Capital Committee and Senior Associate at the Cambridge Institute for Sustainability Leadership, to discuss the evolving…

2026 primer: 2025 recap, private market performance and new opportunities

Jan 08, 2026 30m

In this episode, Ian and Robert discuss:2025 recap: how should we reflect on market performance in 2025? Private markets: have private markets recovered and how did our portfolios…

In conversation with Carrhae Capital's Ali Akay: exploring their selection process and investment philosophy in action

Dec 04, 2025 36m

In this episode, Ian is joined by Ali Akay, Chief Investment Officer of Carrhae Capital, an investment manager specialising in emerging market equities, to discuss:How a chance conversation about the…

Emerging Market Equities: navigating cycles, risks and opportunities

Nov 06, 2025 30m

In this episode, Ian is joined by Mario Acquistapace, Investment Research Associate Director at CapGen, to discuss emerging market equities, including:An overview of the current landscape, how…

Emerging Market Equities: opportunities, risks and investment strategies

Oct 02, 2025 29m

In this episode, Ian and Robert discuss emerging market equities from a macro perspective:Market overview: how have emerging market equities performed over the past year and how do we classify…

In conversation with Stoneshield Capital's Felipe Morenés: from investment strategies to opportunity identification and value creation

Sep 11, 2025 39m

In this episode, Ian is joined by Felipe Morenés, Founding Partner of Stoneshield Capital, a distressed and opportunistic long-term investment firm, to discuss:Felipe's own professional journey,…

Real estate: opportunities, how to access them and the selection process

Jul 10, 2025 21m

In this episode, Ian is joined by Ross Davies, Head of Real Estate at CapGen, to discuss real estate, including:Current opportunities in Europe and the US Our investment selection process How to…

Real estate: market trends, its place in portfolios and the current opportunities

Jun 05, 2025 31m

In this episode, Ian and Robert discuss Real Estate from a macro perspective:Market overview: how has real estate performed over recent years and what do we mean by opportunistic real…

In conversation with Berkshire Partners’ Mike Ascione: investment strategies and success stories

May 01, 2025 35m

In this episode, Ian is joined by Mike Ascione, Managing Director of Berkshire Partners, a US-based private equity manager, to discuss:Berkshire’s origins, how they have celebrated successes and…

Private Equity: opportunities, and the importance of building long-term relationships

Apr 03, 2025 26m

In this episode, Ian is joined by Enrica Dacomo, Investment Research Director at CapGen, to discuss Private Equity from a research perspective, including:Opportunities in the US mid-market sectorAn…

Private Equity: from fundamentals to opportunities

Mar 06, 2025 34m

In this episode, Ian and Robert discuss Private Equity from a macro perspective:First principles: what is the role of private equity in portfolios?Building a portfolio: how does this work in practice…

The outlook for inflation, US growth and China

Feb 20, 2025 31m

In this episode, Ian and Robert discuss:Inflation: what are we expecting and how might markets react?Growth forecasts: where might we see growth surprises in the US?China: what is the outlook for…

Investment Opportunities: dispersion, Emerging Markets and commodities

Feb 07, 2025 29m

In this episode, Ian and Robert discuss:Dispersion: what does it mean in a financial context when does it represent an investment opportunity?Emerging Markets: why are EM equities appealing right…

Trump 2.0 policy, interest rates, and what bank earnings can tell us

Jan 23, 2025 29m

In this episode, Ian and Robert discuss:Trump inauguration: why are tariffs important to investors and how might the changes to immigration policy impact the US economy?Interest rates: what is…

2025 primer: 2024 recap, inflation risk and new opportunities

Jan 09, 2025 30m

In this episode, Ian and Robert discuss:2024 recap: how should we reflect on 2024, where did we see surprises and how did the opportunities we had highlighted previously perform?Inflation: how are we…

Frequently Asked Questions

How many episodes does Talking Capital have?

Talking Capital has published 65 episodes since January 2023, covering topics in Business, Investing.

Is Talking Capital still active?

Talking Capital is currently highly active with new episodes monthly. Average episode length is 32m.