Sitemap - 2023 - HyperNormalTimes & In The Company of Mavericks
Tony Brewer of Likewise Group - A life in carpets
COMING SOON - Tony Brewer of Likewise - A life in carpets - TRAILER
Negative Exceptionalism & UK Value
Nils Gornall of DP Poland - The Sport of Delivered Pizza
COMING SOON - Nils Gornall of DP Poland - A TRAILER
The Exorbitant Cost of Cheap Wind Power
Why Invest in the UK? Simon French, Alyx Wood & Laurence Hulse
TRAILER - Why Invest in the UK? with Simon French, Alyx Wood & Laurence Hulse
Money Delusions & Crowding Out
Edward Ziff of Town Centre Securities
Alasdair Haynes of Aquis Exchange - a catch up
Higher For Longer – Oil & Rates
Former Sick Man of Europe Gets Shot in the Arm
The Space Race Moved South of Richmond
Break Point, Expectations & Recovery
Titanic Risks in Threadneedle Street
Price & Value – Bubbles & Butts
AI, Fiscal Policy & Axe Throwing on AIM
Sukh Chamdal of Cake Box - a catch-up
Macro Risks, Uninvestable Banks & Other Opportunities
James Wilson of The Huginn Fund
The Fed Will Need a Bigger Broom
Meanwhile, on Planet Japan, in Another Universe …
Mark Smithson of Marks Electrical
A Faulty Tap & Two Men in Nebraska
Laurence Hulse of Onward Opportunities with Alyx Wood of Kernow Asset Management
The Discount Window to the Overton Window
The Duration Bubble Unwind – Does it end in Tokyo?
Pleasant Valley – Not So Serene
The Soft Landing is Transitory
The Last Company to Leave the UK Please Turn Off the Lights
Ukraine One Year On – Did Everything Change?
The Return of the Stock Pickers – If Not Now When?
The Role of Public Markets In Supporting Growth Companies
Small Cap Effect – Dead or Resting?
Miles Adcock of Concurrent Technologies
Levelling Up, Population Control & OverHyping Technology
The Fallacy of Normality: Scottish Mortgage, China, & Money
2023: No Predictions – Some Assumptions, Questions & Thoughts