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Selecting leading-edge AI and technology companies with TMT Investments

In this episode, we sit down with Alexander Selegenev, Executive Director of TMT Investments, the AIM-listed venture capital firm focused on high-growth technology companies across AI, software, and fintech. Alexander opens with an introduction to TMT's business and investment philosophy, then walks us through the firm's strategy and thesis in detail. We explore how TMT balances genuine excitement about artificial intelligence with the valuation discipline required to generate returns for shareholders. We dig into the numbers, asking why deployed capital fell sharply in 2025 compared to the prior year, and what that tells us about how the team is reading the...

US and UK equities, AI investing tools, and ISAs with Robinhood UK’s Dan Lane

Dan Lane, lead analyst at Robinhood UK, joins us for a wide-ranging conversation on markets, money, and the future of investing in Britain. We open with the big macro picture, examining what the latest volatility in the Middle East means for equities and how investors should think about interest rates and inflation in an uncertain geopolitical environment. From there, we turn to the UK investing environment. Dan gives his honest take on whether Britain has a cultural problem with investing, how younger generations are approaching the stock market differently, and what still needs to change. We dig into ISAs and...

Diversified direct equity investments in private companies with NB Private Equity Investment Trust

Jeremy Naylor sits down with NB Private Equity Fund Manager Luke Mason to discuss the Neuberger Berman-managed Investment Trust. NB Private Equity Partners is a London-listed investment trust managed by Neuberger Berman that invests directly in a portfolio of around 90 private companies, primarily in the US. The trust co-invests alongside top-tier private equity managers in their core areas of expertise, leveraging Neuberger Berman's platform and relationships to access attractive deal flow. The portfolio is diversified across sectors, managers and company size, with a focus on businesses benefiting from long-term structural growth trends such as shifting consumer patterns and demographic...

Growing revenues and expanding margins in audio-visual solutions with MediaZest

In this episode, we sit down with Geoff Robertson, CEO of MediaZest, to discuss the company's accelerating momentum after a strong period of revenue growth and its swing to profitability. Geoff talks us through the business model, its focus on recurring revenues, and what sets MediaZest apart in the digital signage and in-store media market. We explore the key contract wins driving a third increase in revenues, the outlook for new business, and how the company plans to sustain profitability and expand margins into 2026 and beyond.