Sitemap - 2024 - HyperNormalTimes & In The Company of Mavericks

Javier Milei - The Maverick President with Robert Marstrand

Thinking the Unthinkable

Long Short Equity Management with Richard Stuckey of Ennismore

The Consequences of Occupying Mars

Geopolitical disarray...and Trump hasn't even started yet

Betting, Investing & Understanding Risk with Mark Blandford, Founder of Sporting Bet

The World According to Trump

The Weekly Call - All eyes on the Americas

The Milei Revolution - Long Live Freedom, Dammit!

What is Money?

Asset Ownership Past the Event Horizon

Are Emerging Markets Re-emerging?

Weekly Call - The geese are hissing

Weirdos, Whackos & Original Thinkers

Beating the Fade

Weekly Call - China Crisis & UK Building & Construction

Midnight at the Oasis

Juggling Hand Grenades with Duncan MacInnes of The Ruffer Investment Company

Gold & Gold Mining - It's Different This Time

Buckle up for the soft, hard or crash landing.

AI on the Ocean & AIM with Ami Daniel of Windward

AI's God Delusion

The improbable life & death of Mike Lynch & the 250 year old secret that survives him

Balancing Risks Without Bonds with Tim Price of Price Value Partners

Risk Aversion & Value

Tokyo & Toddlerism

The Best Performing Small Cap Investor You've Never Heard Of

Storm Watching

Losing the Moron Premium

Boomer Elegy

The Equity Dispersal Reprise

Uncle Jim's World of Bonds - with Jim Leaviss

All Still to Play For

The Importance of Resilience with Simon Phillips of CT Automotive

The Political Truman Show

Political Risk Update

A Visit to the Desert Island Investor with Miles Adcock, CEO of Concurrent Technologies

Populism - Old Nick Knew

Week ending 21/06/24 - When will the UK join the rate cutting party?

Monetary Policy, Energy & Growth

Market Capitulations & Narrative Shifts with Adam Rackley of Cape Wrath Capital

Same As The Old Boss

Not Dead, Just Resting

The Changing Shape of the Defence Industry

Economic Truths & Financial Nihilism

Long Scarcity Short Abundance

All Getting Very Real

This Time It's Different with Nigel Rogers and Ryan Maughan of Transense Technologies & Laurence Hulse of Onward Opportunities

The Yen to Normalise Signals Trouble

The Darien Divide

BONUS EPISODE - The Market Call - Q1 Review with Scott Evans

Q1 2024 – Gold Spikes & UK Companies Carry On

Adam Holland, MPAC CEO - The Packaging Automation Opportunity

Gold & Sterling Offer Safety

Understanding Market Consciousness with Patrick Schotanus

Dollar Liquidity, Bitcoin ETFs & the AI Bubble

NatWest or Nakamoto?

Premium Chocolate & Value Investing with Angus Thirwell & Gary Channon

Navigating the UK Smaller Companies Effect

A Window on Uxbridge from a Green Chicken

Doomberg - Energy is Life

The Weekly Call - The Deutsche Numis Indices, macro factors in markets, Concurrent Technologies & Gamma Communications

The Market Call - What spooked the Fed? Christmas updates, housebuilders, Marks Electrical, Sosander & Bitcoin ETFs

Our Crumbling Cathedral – Bitcoin & Mr Bates

Introducing - The Market Call a podcast covering financial markets' changing macro landscape - Markets in 2023 & Outlook for 2024

Will October’s Pivot Shape 2024?