Sitemap - 2025 - HyperNormalTimes & In The Company of Mavericks
Q2 - Trump Triumphs & Starmer Stutters
Why Aren't There More Boutique Fund Managers?
The Hard Lessons of Soft Policy
Elon Musk - the world's biggest gold salesman
Energy, Populism & War with Doomberg
The Mansion House Accord - be careful what you wish for
Recovering equities and yippy bonds, can it last?
What losing control of the bond market looks like
Bitcoin is Inevitable - What's The Problem? with Joe Bryan
Follow Mrs Wantanabe to the Escape Valve
Uncertainty, Risk & Resilience
Uncertainty, Volatility & Risk with David Dredge of Convex Strategies
Investing in the Founder Effect
Rational Accounting Man & Yield Curve Distortion
Value Investing in a Changing World with Sean Peche of The Ranmore Global Equity Fund
Bessent Grabs the Wheel of the Clown Car
Thoughts on Liberation Day & its Consequences
Trade Related Uncertainty & US Capital Flight
What did Trump put in Starmer's tea?
This is going to be great television
Is Keir Starmer Europe's Trump Whisperer?
What Price American Exceptionalism?