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Intelligent Wealth Podcast

Intelligent Wealth Podcast

By: Tony Byrne Awet Ghirmay and Carl Roberts
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Intelligent Wealth Podcast is about investing in great businesses with Tony Byrne, Awet Ghirmay, and Carl Roberts.

© 2026 Intelligent Wealth Podcast
Economics Personal Finance Politics & Government
Episodes
  • Apple Stock: Has Tim Cook Left a Bigger Problem Than Investors Realise?
    Jul 13 2026

    Apple is one of the greatest businesses ever created. But can it continue to dominate in a world increasingly shaped by artificial intelligence?

    In this episode of The Intelligent Wealth Podcast, we take a deep dive into Apple (NASDAQ: AAPL), examining its competitive advantages, financial strength, management team, valuation, and long-term prospects.

    Apple has created enormous wealth for shareholders over the past decade, including Warren Buffett, whose investment grew from around $35 billion to over $185 billion. However, with slowing growth, increasing competition, and growing questions around Apple's AI strategy, investors are asking whether the company's best days are still ahead.

    In this episode, we discuss:

    • Apple's financial strength and profitability
    • Warren Buffett's investment in Apple
    • Apple's share buyback strategy
    • The company's position in artificial intelligence
    • Tim Cook's leadership and succession questions
    • Apple's competitive advantages and ecosystem
    • The biggest risks facing the business today
    • Whether we would invest in Apple stock at current valuations

    Is Apple still one of the world's greatest investments, or is the company beginning to lose its edge?
    Disclaimer:
    The value of investments can rise as well as fall. You may not get back the full amount you invested. The views stated in this podcast are purely personal opinions, not advice. You should always consult a professional for investment advice.
    --------------------

    Music from #Uppbeat (free for Creators!):
    https://uppbeat.io/t/abbynoise/night-...
    License code: C4BIIEC6POGUQVDJ

    Support the show

    Disclaimer:
    The value of investments can rise as well as fall. You may not get back the full amount you invested. The views stated in this podcast are purely personal opinions, not advice. You should always consult a professional for investment advice.

    --------------------

    Music from #Uppbeat (free for Creators!):
    https://uppbeat.io/t/abbynoise/night-...
    License code: C4BIIEC6POGUQVDJ

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    40 mins
  • Arista Networks: AI Goldmine or Priced to Perfection?
    Jul 5 2026

    Arista Networks may be one of the most important AI infrastructure companies most investors have never heard of.

    Is Arista Networks one of the biggest hidden winners of the AI boom — or is the stock already priced to perfection?

    In this episode of The Intelligent Wealth Podcast, we take a deep dive into Arista Networks (ANET), one of the most important companies powering AI infrastructure, cloud networking and modern data centres.

    Despite being relatively unknown to many investors, Arista has delivered extraordinary growth over the last decade, massively outperforming the S&P 500 while building relationships with major technology companies including Meta and Microsoft.

    We discuss:

    • Arista Networks’ role in AI infrastructure
    • Why the company has taken market share from Cisco
    • Its capital-light business model and huge free cash flow
    • The risks around AI spending and customer concentration
    • Whether the valuation is now too expensive
    • Why management ownership matters
    • Would we personally invest today?

    Arista Networks has become one of the most profitable and dominant networking companies in the world — but does that make it a great investment at today’s price?

    ⚠️ This video is for informational and educational purposes only and is not financial advice. Always do your own research before investing.
    Disclaimer:
    The value of investments can rise as well as fall. You may not get back the full amount you invested. The views stated in this podcast are purely personal opinions, not advice. You should always consult a professional for investment advice.
    --------------------

    Music from #Uppbeat (free for Creators!):
    https://uppbeat.io/t/abbynoise/night-...
    License code: C4BIIEC6POGUQVDJ


    Support the show

    Disclaimer:
    The value of investments can rise as well as fall. You may not get back the full amount you invested. The views stated in this podcast are purely personal opinions, not advice. You should always consult a professional for investment advice.

    --------------------

    Music from #Uppbeat (free for Creators!):
    https://uppbeat.io/t/abbynoise/night-...
    License code: C4BIIEC6POGUQVDJ

    Show More Show Less
    27 mins
  • BP Stock Has Gone Nowhere Since 1999… So Why Buy Now?
    Jun 29 2026

    BP stock hasn’t moved since 1999… so why are investors suddenly paying attention again?

    In this episode of the Intelligent Wealth Podcast, we break down whether BP could finally be turning things around — or if it’s just another value trap.

    We cover:
    • Why BP’s share price has gone nowhere for 25+ years
    • The real reason behind its underperformance vs Shell & Exxon
    • A new CEO and activist investors shaking things up
    • The role of oil, AI, and global energy demand
    • Whether BP is actually a smart investment right now

    This is not hype — it’s a real discussion on whether BP is worth your money.

    00:00 Why BP hasn’t moved since 1999
    01:00 Quick financial breakdown
    02:00 BP vs Shell vs Exxon
    04:00 What went wrong
    06:30 The big strategy shift
    10:00 Pros of investing in BP
    16:00 Why energy stocks could rise
    21:00 Risks you need to know
    26:00 Final verdict (buy or avoid?)

    📈 ABOUT THE CHANNEL

    The Intelligent Wealth Podcast breaks down stocks, investing, and financial markets — with a focus on long-term wealth building.

    ⚠️ DISCLAIMER

    This content is for educational purposes only and is not financial advice. Always do your own research before investing.
    Disclaimer:
    The value of investments can rise as well as fall. You may not get back the full amount you invested. The views stated in this podcast are purely personal opinions, not advice. You should always consult a professional for investment advice.
    --------------------

    Music from #Uppbeat (free for Creators!):
    https://uppbeat.io/t/abbynoise/night-...
    License code: C4BIIEC6POGUQVDJ

    Support the show

    Disclaimer:
    The value of investments can rise as well as fall. You may not get back the full amount you invested. The views stated in this podcast are purely personal opinions, not advice. You should always consult a professional for investment advice.

    --------------------

    Music from #Uppbeat (free for Creators!):
    https://uppbeat.io/t/abbynoise/night-...
    License code: C4BIIEC6POGUQVDJ

    Show More Show Less
    29 mins
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