{"version":"1.0","type":"rich","provider_name":"Acast","provider_url":"https://acast.com","height":250,"width":700,"html":"","title":"Investment Mastermind Q3 2026","description":"

Welcome back to the Rodcast Mastermind! After a 12-month hiatus, Rod is joined once again by industry experts Adam Lawrence and Manish Kataria for our highly anticipated Quarterly Mastermind episode.


In this jam-packed session, the trio looks back at an extraordinary 12 months of global macro events before diving deep into their top contrarian investment picks for the current market. From precious metals to deep-value UK housebuilders and strategic government bonds, each mastermind lays out a compelling thesis for where they are putting capital right now.


Make sure to grab a pen and paper—this is an episode packed with data, charts, and institutional-level insights you won't want to miss!


👇 SUBSCRIBE for more high levell investment masterminds and property investment tips:

   / @rodcast-property  


⏱️ TIMESTAMPS:

0:00 – Welcome Back & Mastermind Introduction


1:06 – Macro Rundown: Geopolitics, Tariffs, and the SpaceX IPO Impact


5:10 – State of the Property Market: London vs. Regional Housing Slump


9:51 – Manish’s Pick: Precious Metals (Gold & Silver Technical Analysis)


16:11 – Macro Risk: How AI and Capex Are Reshaping the Global Jobs Market


19:15 – Rod’s Pick: Barratt Redrow—Buying Bricks & Mortar at a 36% Discount


24:43 – Adam’s Pick: Asymmetric Upside in Low-Coupon Gilts (TG61)


🧠 THE MASTERMIND PICKS UNDER THE HOOD:

🪙 Manish Kataria's Pick: Gold & Silver (The Precious Metals Hedge)

Manish revisits his successful precious metals thesis, sharing exclusive charts to illustrate why Gold and Silver are sitting on major historical support levels. He breaks down the inverse correlation with a strengthening US Dollar, the impact of sticky inflation, and how investors can use options to get paid while they wait for the next breakout.


🏗️ Rod’s Pick: Barratt Redrow (BTRW) (The Contrarian Property Play)

Despite a frozen UK property market, Rod makes a data-backed case for housebuilder Barratt Redrow. Trading at a massive 36% discount to its Tangible Net Asset Value (TNAV), Rod explains how their regional product mix, massive cash cushion, landmark Supreme Court defect ruling, and a clever part-exchange model insulate the company from macro housing shocks.


🇬🇧 Adam Lawrence's Pick: Low-Coupon Gilts (TG61) (The Asymmetric Upside)

Adam lays out a highly sophisticated fixed-income play, targeting a long-dated, low-coupon UK government bond. With a tax-free 5.4% yield, Adam argues that current market fears regarding political transitions and fiscal spending are overblown, making this a perfect asymmetric hedge to the upside if the broader economy stutters.


💬 JOIN THE CONVERSATION:

Which mastermind pitch did you find the most compelling? Are you backing gold, housebuilders, or government bonds in this environment? Let us know your thoughts in the comments below!


#Investing #PropertyMarket #GoldPrice #Gilts #MacroEconomics #BarrattRedrow #RodcastMastermind


Disclaimer: Nothing discussed in this podcast constitutes formal financial or investment advice. Always conduct your own due diligence before investing capital.

","author_name":"Rod Turner"}