Wines from the antipodes

Decanted portfolio - episode 23 | END OF SEASON 1Bastien will deep dive on Hunter valley. Nico will do a quick overview on all the wine regions still to explore together, sharing some tips on key grapes and valleys not to miss. ·········Episode sponsor: Pantarai (www.pantar.ai) - your first Digital CIO interpreting financial markets and making investment decisions on your behalf.·········Please get in touch in comments or via email ([email protected]) and share what would you like to see in Season 2 of the podcast!

Decanted portfolio - episode 22# tasting of Ruinart Black de Blanc, and Tannat from Uruguay·········Episode sponsor: Pantarai (www.pantar.ai) - your first Digital CIO interpreting financial markets and making investment decisions on your behalf.·········

Decanted portfolio - episode 21Today we will look into some peculiar regions in SPAIN and FRANCE: Priorat & Beaujolais Morgon Cote du Py.·········Episode sponsor: Pantarai (www.pantar.ai) - your first Digital CIO interpreting financial markets and making investment decisions on your behalf.·········As we link wines and financial markets in this podcast, this is what we are thinking about this week: energy independence is valuable in these days of the Iran war, as Brent and gas prices are skyrocketing. We know that Europe and Asia depend on Middle East energy imports. But within Europe, Spain (via renewables) and France (nuclear) are more energy independent than the rest of the region.Enjoy the episode.

Decanted portfolio - episode 20 |We go far away this week to explore the wine regions of New Zealand and South Africa, including Pinot Noir in Central Otago. |Episode sponsor: Pantarai (www.pantar.ai) - your first Digital CIO interpreting financial markets and making investment decisions on your behalf.

Decanted portfolio - episode #19With the unfortunate Iran war unfolding, we explore wines in the middle east and some characteristics of the riesling grapes.·········Episode sponsor: Pantarai (www.pantar.ai) - your first Digital CIO.·········As a thematic link to the Geopolitical evens in the Middle East, watch this new episode as we discuss about:(*) Riesling grapes from Alsace with characteristics petrol smells(*) wines from Lebanon, Israel, Turkey#wines #riesling

Welcome to episode 18 of the Decanted portfolio. We'll talk about some of the top wines on the planet. ·········The episode is brought to you by Pantarai (www.pantar.ai) - your first Digital CIO autonomously managing an all-weather ETP that adapts to shifting markets (ticker: ADPT). Listed in London and Amsterdam. Disclaimers apply.·········Today we will discuss in detail about a recent tasting of Brunello di Montalcino Argiano 2018 (#1 wine in the world according to Wine Spectator for 2023), Don Melchor Puente Alto 2021 (#1 wine in the world according to Wine Spectator for 2024), Malbec Argentino by Catena, Gran Enemigo 2021 Red Blend by El Enemigo, Chateau Triguedina Cahors Malbec.Enjoy!

Welcome to episode 17 of the Decanted portfolio. We'll talk about edgy white wines from the New and Old World.The episode is brought to you by Pantar.ai·········Pantar.ai is your Digital CIO -investment an autonomous engine that adapts your portfolio in real-time. Experience it with our all-weather strategy, Pantarai ADAPT, now trading on the London and Amsterdam exchanges (ticker ADPT). Disclaimers apply.·········In the episode we take a look at Fingers' Lakes NY Rieslings, made from the cold. We will also look at the Ocean-inspired, highly mineral Albariños from Galicia, Spain.We also discuss about some practical learnings from the recent use of AI LLMs into our work, opening up to what we think AI will do and will not do to improve productivity and change the way we work.Enjoy!

Welcome to episode 16 of the Decanted portfolio, brought to you by Pantar.ai·········Stop managing a static portfolio in a shifting market. Pantar.ai is the autonomous investment engine that acts as your Digital CIO- portfolio adapting your allocation in real-time. Navigate the market with ADAPT, listed now on the London and Amsterdam stock exchanges (ticker: ADPT). Disclaimers apply.·········This week we discuss about renewed concerns about AI developments potentially killing specific sectors' business models (legal, wealth managers, logistics) and flat equity indices overall. We also look at the recent developments in UK sparkling wines and the steady rise of Prosecco worldwide.Enjoy!

Sponsor: Pantar.ai ADAPT, an all weather investment strategy seeking to generate consistent performance in all phases of the cycle·········Welcome to episode 15 of the Decanted portfolio.Bastien and I will look at AI winners & losers, why Anthropic has scared investors in established legal firms, what's up with metals, melancholic markets where very few assets have performed and finally we'll deep dive into the amazing Port wines.Enjoy!

The Decanted portfolio - episode 14 bisSponsor: Pantarai ADAPT (ticker: ADPT)Bastien reviews a fancy Cote de Gascoigne, to sweeten the pill after a harsh closing of the week in markets on the back of some collapse of silver and other metals.Disclaimers apply.