HyperNormalTimes & In The Company of Mavericks

HyperNormalTimes & In The Company of Mavericks

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Attractively Scarce
The Value of UK Equities
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Jeremy McKeown
The Hard Lessons of Soft Policy
Five years on, nothing stops this train.
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Jeremy McKeown
2
Elon Musk - the world's biggest gold salesman
The week in markets with Gareth & Jeremy
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Jeremy McKeown
14:47
Energy, Populism & War with Doomberg
I recently had another chance to talk to Substack’s No.
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Jeremy McKeown
49:32
The Mansion House Accord - be careful what you wish for
The Pensions Investment Review is the thin end of an ugly wedge
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Jeremy McKeown

May 2025

Recovering equities and yippy bonds, can it last?
This week, Gareth and Jeremy continue their discussion about the bond market's predicament.
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Jeremy McKeown
14:59
What losing control of the bond market looks like
This week, Gareth and Jeremy discuss Moody's downgrade of US debt, Donald's Big Beautiful Bill (yes, that is what it is called), and the bond…
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Jeremy McKeown
14:53
Bitcoin is Inevitable - What's The Problem? with Joe Bryan
Joe Bryan is a former investment bank derivatives trader turned sports betting entrepreneur who, during lockdown, went down the proverbial Bitcoin…
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Jeremy McKeown
1
52:53
Follow Mrs Wantanabe to the Escape Valve
The inevitable path to Bitcoin - What's The Problem?
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Jeremy McKeown
Uncertainty, Risk & Resilience
Alpha & Argentex - A Tale of Two FX Providers
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Jeremy McKeown
Uncertainty, Volatility & Risk with David Dredge of Convex Strategies
During periods of global economic uncertainty and heightened financial market volatility, it is worth considering how investors should think about risk…
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Jeremy McKeown
1:00:50

April 2025

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