Archive - HyperNormalTimes & In The Company of Mavericks

June 2025

Shifty Vibes & Paradigms

The forces that politicians tried to forget and bury forty years ago & why all roads lead to real assets.

Jun 29 •

Why Aren't There More Boutique Fund Managers?

with Jamie Carter, Ed Hugo & Jackson Wray

Jun 27 •

1:00:40

Bitcoin Treasury Companies - It's Life Jim, but not as we know it.

Jun 21 •

Attractively Scarce

The Value of UK Equities

Jun 14 •

The Hard Lessons of Soft Policy

Five years on, nothing stops this train.

Jun 8 •

Elon Musk - the world's biggest gold salesman

The week in markets with Gareth & Jeremy

Jun 7 •

14:47

Energy, Populism & War with Doomberg

I recently had another chance to talk to Substack’s No.

Jun 1 •

49:32

The Mansion House Accord - be careful what you wish for

The Pensions Investment Review is the thin end of an ugly wedge

Jun 1 •

May 2025

Recovering equities and yippy bonds, can it last?

This week, Gareth and Jeremy continue their discussion about the bond market's predicament.

May 30 •

14:59

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