Sitemap - 2024 - HyperNormalTimes & In The Company of Mavericks

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?