BT Global Growth's Podcast

EP.27 - Taking something off the table

In this episode, David Creighton (Chair of the BT Advisory Board) and Paul Beatty (Managing Director and Co-founder of the BT Global Fund) discuss current investment strategies amid significant market volatility.

EP.26 - Managing Inflation and Value in the Silver Sector

In this episode of the BT Global Perspectives Podcast, David Creighton sits down with Paul Beatty to unpack the rapidly shifting global market landscape. They explore how escalating geopolitical tensions, particularly involving Iran, are influencing commodity markets and driving uncertainty for investors. The conversation dives into the implications of rising oil prices, the risk of stagflation, and why defensive positioning may be essential in today’s volatile environment. Beatty also shares insights on inflation being higher than official figures suggest and explains why hard assets like gold, silver, energy, and other commodities may offer protection. The episode also examines the structural dynamics of precious metals markets, including the imbalance between paper and physical gold and silver, and what that could mean for future prices. Finally, Beatty highlights several emerging silver producers that could benefit from tightening supply and growing industrial demand.

EP.25 - Hard Assets and the Picks for ‘26

We invite you to listen to Episode 25 of the BT Global Growth Podcast*: “Hard Assets and the Picks for ‘26”, recorded on January 26th, 2026, and featuring our very own Paul Beattie and David Creighton.