Jeremy McKeown - Podcast Details

Shows

In the Company of MavericksWhy Aren't There More Boutique Fund Managers? with Jamie Carter, Ed Hugo & Jackson WrayBack in April, I had the chance to talk with three people who are at the business end of UK-based boutique fund managers. The funds they help run and develop have all been featured in previous episodes. Jamie Carter of Variis is a veteran of the boutique landscape, having helped form Oldfield Partners. He is now CEO of a London partnership developing an emerging markets strategy aimed largely at US endowments. The Variis CIO, Leila Cardouche, in an episode from October last year, illustrated the huge potential that an actively managed EM strategy offers. Ed Hugo...2025-06-271h 00

In the Company of MavericksCOMING SOON - Why Aren't There More Boutique Fund Managers? with Jamie Carter, Ed Hugo and Jackson WrayBack in April, I had the chance to talk with three people who are at the business end of UK-based boutique fund managers. The funds they help run and develop have all been featured in previous episodes. Jamie Carter of Variis is a veteran of the boutique landscape, having helped form Oldfield Partners. He is now CEO of a London partnership developing an emerging markets strategy aimed largely at US endowments. The Variis CIO, Leila Cardouche, in an episode from October last year, illustrated the huge potential that an actively managed EM strategy offers. Ed Hugo...2025-06-2401 min

In the Company of MavericksEnergy, Populism & War with DoombergI recently had another chance to talk to Substack’s No. 1 financial commentator, Doomberg, as he dialled in from his chicken coup in flyover country. It has been some 15 months since we last spoke, a time when Rishi Sunak was Prime Minister and Joe Biden was President. Much has happened subsequently in areas of energy policy, energy markets, politics, and global trade and conflict. And I was keen to catch up. Doomberg utilises his expertise in understanding our fundamental and complex energy requirements and how they impact the broa...2025-06-0149 min

In the Company of MavericksCOMING SOON - Energy, Populism & War with DoombergI recently had another chance to talk to Substack’s No. 1 financial commentator, Doomberg, as he dialled in from his chicken coup in flyover country. It has been some 15 months since we last spoke, a time when Rishi Sunak was Prime Minister and Joe Biden was President. Much has happened subsequently in areas of energy policy, energy markets, politics, and global trade and conflict. And I was keen to catch up. Doomberg utilises his expertise in understanding our fundamental and complex energy requirements and how they impact the broa...2025-05-3101 min

In the Company of MavericksBitcoin is Inevitable - What's The Problem? with Joe BryanJoe Bryan is a former investment bank derivatives trader turned sports betting entrepreneur who, during lockdown, went down the proverbial Bitcoin rabbit hole. After Joe exited the company that bought his sporting odds business last year, a friend invited him on a weekend away. Each guest had to prepare a short talk to lead a discussion on a topic of their choice. Joe chose Bitcoin; it was his passion and his specialist subject.However, it's a big subject and he didn’t know where to start. So, assuming no prio...2025-05-2152 min

In the Company of MavericksCOMING SOON - Bitcoin is Inevitable - What's The Problem? with Joe BryanJoe Bryan is a former investment bank derivatives trader turned sports betting entrepreneur who, during lockdown, went down the proverbial Bitcoin rabbit hole. Having exited from the company that bought his sporting odds business last year, a friend invited Joe on a weekend away. Each guest had to prepare a short talk to lead a discussion on a topic of their choice. Joe chose Bitcoin, it was his passion and his specialist subject.However, it's a big subject and he didn’t know where to start. So, assuming no prio...2025-05-1801 min

Progressively HorrifiedThe Host (aka The Dumbest Dad Alive) with Ryan EstradaKorean name: Gwoemul (Monster)Director: Bong Joon-hoWriters: Bong Joon-ho, Ha Joon-won, Baek Chul-hyunStars: Song Kang-ho as Park Gang-du (Sad Dad), Byun Hee-bong as Park Hee-Bong (Sad Dad’s Dad), Go Ah-sung as Park Hyun-seo (Sad Dad’s Daughter), Park Hae-il as Park Nam-il (Small Sad Uncle), Bae Doona as Park Nam-joo (Badass Aunt), and a few america people Recommendations:Ryan - Castaway on the Moon, Bong Jun Ho, Song Kang-ho, Memories of a Murder, The ChaserEmily- Train To Busan, Dissident CinemaJeremy - Brazil - Terry Gilliam, Tom Stoppard, Charles McKeownSign up t...2025-05-021h 05

In the Company of MavericksUncertainty, Volatility & Risk with David Dredge of Convex StrategiesDuring periods of global economic uncertainty and heightened financial market volatility, it is worth considering how investors should think about risk when constructing their portfolios.To this end, I was delighted to have the chance to talk recently to David Dredge at Convex Strategies in Singapore. David not only understands risk, but he also delivers his great insights in a highly entertaining way. He spends his time immersed in understanding sources of risk and developing strategies that mitigate their impact. He does this by embracing convexity, which is buying pockets of cheap volatility as...2025-05-011h 00

In the Company of MavericksCOMING SOON - Uncertainty, Volatility & Risk with David Dredge of Convex StrategiesDuring periods of global economic uncertainty and heightened financial market volatility, it is worth considering how investors should think about risk when constructing their portfolios.To this end, I was delighted to have the chance to talk recently to David Dredge at Convex Strategies in Singapore. David not only understands risk, but he also delivers his great insights in a highly entertaining way. He spends his time immersed in understanding sources of risk and developing strategies that mitigate their impact. He does this by embracing convexity, which is buying pockets of cheap volatility as...2025-04-2801 min

In the Company of MavericksInvesting in the Founder Effect - Lawrence Lam of The Lumenary Global Founders FundI have always been interested in founder-led companies. Entrepreneurs and family-run companies often have unconventional attitudes to risk and return. They often back themselves to take operational risk. They tend to be more innovative. You could say that they are more prone to being maverick. But also, you could say that they are more cautious and mindful of capital preservation and the value of staying in the game for the benefit of future generations. Investing to capture the founder-led effect is a way to achieve an asymmetric return, with better downside protection in tough times and higher u...2025-04-2139 min

In the Company of MavericksCOMING SOON - Investing in the Founder Effect - Lawrence Lam of The Lumenary Global Founders FundI have always been interested in founder-led companies. Entrepreneurs and family-run companies often have unconventional attitudes to risk and return. They often back themselves to take operational risk. They tend to be more innovative. You could say that they are more prone to being maverick. But also, you could say that they are more cautious and mindful of capital preservation and the value of staying in the game for the benefit of future generations. Investing to capture the founder-led effect is a way to achieve an asymmetric return, with better downside protection in tough times and higher u...2025-04-1901 min

In the Company of MavericksValue Investing in a Changing World with Sean Peche of The Ranmore Global Equity FundThings are changing in global markets. There are noticeable shifts taking place. The world’s capital is rotating. As always, many factors are at work, but we might be witnessing a once-in-a-generation shift away from US assets, which have recently dominated global capital allocations. Global investors are diversifying their portfolios. That is why I was keen to host this episode.David Seaman of Alpha Cygni Asset Management and a seasoned emerging markets investor joins me for a fascinating discussion with Sean Peche, the manager of T...2025-04-1343 min

In the Company of MavericksCOMING SOON - Value Investing in a Changing World with Sean Peche of The Ranmore Global Equity FundThings are changing in global markets. There are noticeable shifts taking place. The world’s capital is rotating. As always, many factors are at work, but we might be witnessing a once-in-a-generation shift away from US assets, which have recently dominated global capital allocations. Global investors are diversifying their portfolios. That is why I was keen to host this episode today.David Seaman of Alpha Cygni Asset Management and a seasoned emerging markets investor joins me for a fascinating discussion with Sean Peche, the mana...2025-04-1101 min

PIWORLD Investor PodcastsThe Market Call - Week Ending 24th January 2025Progressive’s Jeremy McKeown and Gareth Evans glance back at the week’s macro events and market themes and discuss the impact on investors and companies. They discuss selected UK company news and let us know what to look out for in the week ahead… 00:00 Introduction 01:02 Trump's first week back in office 04:05 The Stargate Project & the US Tech Industry 05:26 Trump & The World Economic Forum 06:14 Trump & Interest Rates/Oil Prices 07:47 UK Government Regulatory easing 10:07 UK Economic data 10:59 Progressive Client news: Nexus Infrastructure (NEXS) Watkin Jones (WJG) F...2025-01-2414 min

PIWORLD Investor PodcastsThe Market Call - Week Ending 17th January 2025Progressive’s Jeremy McKeown and Gareth Evans discuss the week’s macro picture, the impact on investors, companies reporting & what to look out for next week. 00:00 Introduction 01:04 The Return of Bond Vigilantes 04:05 UK market news 06:24 National insurance rises 07:55 Progressive client news - Petro Matad (MATD), Xaar (XAR) and Gamma (GAMA) 11:04 Upcoming macro news UK Unemployment figures (Tues 21 Jan) UK Average earnings (Tues 21 Jan) Japanese inflation data (Thurs 23 Jan) Bank of Japan interest rate decision (Fri 24 Jan) 13:21 Outro About: Gareth Evans has 25 years’ research experience covering the Technology sector. An Oxfo...2025-01-1713 min

PIWORLD Investor PodcastsThe Progressive/PIWORLD Market Call - Week ending 10th January 2025Progressive’s Jeremy McKeown and Gareth Evans discuss the week’s macro picture, the impact on investors, companies reporting & what to look out for next week. 00:00 Opener 00:52 Uncertainty around Trump 04:38 UK macro backdrop for 2025 06:38 UK news: Trading updates from Retailers & Christmas consumer spending 08:03 Investing in the UK with the current macro backdrop 12:37 Upcoming macro news: US Non-Farm Payrolls (Fri 10 Jan) UK Inflation Data (Weds 15 Jan) US Inflation Data (Weds 15 Jan) UK GDP Data (Thurs 16 Jan) 14:27 Outro About: Gareth Evans has 25 years’ research experience covering the Technology sector. An Oxford...2025-01-1014 min

PIWORLD Investor PodcastsIn the Company of Mavericks: Javier Milei, The Maverick President – with Robert MarstrandProgressive's Jeremy McKeown is joined by Robert Marstrand, an author and investor who writes the investment stack OfWealth. They discuss Javier Milei, Argentina's 'Maverick President', covering Argentina's political and economic background and the effects of Milei's reforms. 00:00 Introduction - About Argentina and Javier Milei 08:07 Robert’s background 14:32 Argentina’s political background 17:24 How has Javier Milei met his goals? 20:17 What’s the evidence on the ground of the supply side response? 21:58 What’s the current political landscape? 24:07 Potential risks 28:01 What have been the effects of Milei’s changes to tariffs and taxes? 34:02 How fast w...2025-01-0347 min

In the Company of MavericksJavier Milei: The Maverick President - with Robert MarstrandDuring the pandemic, an Argentinian economist called Javier Milei began to make a name for himself on TV panel shows for his wild libertarian ideas and idiosyncratic, abrasive delivery. Milei raged against politicians of all persuasions, always prepared to outrage his opponents and entertain his audiences.By 2021, he had become a congressman, denouncing the political class as useless parasites who had never worked and thought only of self-enrichment. He assured his electorate that he would kick these criminals out. He didn't seek to lead lambs, he told them, but to awaken lions, and the lions he awoke...2024-12-2647 min

PIWORLD Investor PodcastsThe Progressive/PIWORLD Market Call - Week ending 20th December 2024Progressive’s Jeremy McKeown and Gareth Evans discuss the week’s macro picture, the impact on investors, companies reporting & what to look out for next week. 00:50 US rate reductions 04:44 UK Inflation and interest rates 06:53 Japanese interest rates 07:36 Other news: China, Russia, Trump 09:18 Idox (IDOX) and Petro matad (MATD) 10:48 Artisanal Spirits (ART) 14:01 Outro About: Gareth Evans has 25 years’ research experience covering the Technology sector. An Oxford University graduate, Gareth qualified as an accountant before starting his research career covering the Pan European Chemicals sector at the American Investment Bank Donaldson Lufkin...2024-12-2014 min

PIWORLD Investor PodcastsIn the Company of Mavericks - Long Short Equity Management with Richard Stuckey of EnnismoreProgressive's Jeremy McKeown and David Seaman of Alpha Cygni Investment Management are joined by Richard Stuckey, the manager of the Ennismore Global Equity Fund, to discuss the management of a long-short strategy in smaller global companies. 00:22 - Introduction 09:49 - Managing risk in a long-short strategy 22:30 - How does shorting affect the overall portfolio structure? 24:11 - Genus (GNS) 33:38 - Paradox Interactive 40:51 - Geographic diversity & considering macro risks 43:18 - Managing market inefficiency driven by mega-cap tech stocks, passive investment and meme-driven markets 47:10 - Investing mistakes and learnings 50:32 - Conclusion About: 2024-12-1651 min

PIWORLD Investor PodcastsThe Progressive/PIWORLD Market Call - Week ending 13th December 2024Progressive’s Jeremy McKeown and Gareth Evans discuss the week’s macro picture, the impact for investors, companies reporting & what to look out for next week. 01:00 Overview: Middle East Uncertainty, Trump 01:41 China’s monetary policy 02:31 USA 05:40 Springfield Properties (SPR) and VanElle Holdings (VANL) 06:36 UK - Ashtead and Games Workshop (GAW) 12:29 Forthcoming news: Chinese production data (Mon 16 Dec) UK inflation data (Weds 18 Dec) US interest rates (Weds 18 Dec) Bank of Japan interest rates (Thurs 19 Dec) UK Interest rates (Thurs 19 Dec) About: Gareth Evans has 25 years’ research experience covering the Technology sector. An Oxford...2024-12-1314 min

In the Company of MavericksLong Short Equity Management with Richard Stuckey of EnnismoreHave you ever wondered how fund managers deliver a successful long-short strategy? David Seaman of Alpha Cygni Investment Management recently joined me for a conversation with Richard Stuckey, the manager of the Ennismore Global Equity Fund, about managing such a strategy in smaller global companies. In this fascinating chat, Richard discusses different approaches to shorting equities and how they involve different approaches to risk management at the stock and portfolio levels. He outlines a couple of examples of stocks he and his team have successfully shorted that turned out to be deceptions. We the...2024-12-1351 min

In the Company of MavericksBetting, Investing & Understanding Risk with Mark Blandford, Founder of Sporting BetIn this episode, Progressive’s legendary technology analyst, George O’Connor, joins me in a conversation with Mark Blandford, the online betting pioneer and founder of Sporting Bet.Always interested in horse racing and betting on horses, Mark moved from traditional bookmaking into the emerging world of the internet in the late 1990s, building Sporting Bet into a high-growth AIM company, later acquiring US-facing Paradise Poker.Things changed suddenly in the US online gambling market in 2006, and Mark eventually left Sporting Bet to focus on his racehorses and his family office. In 2002, Mark was n...2024-11-2942 min

In the Company of MavericksGold or Bitcoin? with Dominic Frisby of The Flying FrisbyDominic Frisby is an author, comedian, singer-songwriter, voice-over artist, self-taught financial commentator and the creator of the popular Substack, The Flying Frisby. The main pillar of Dominic’s investment philosophy is based on gold and Bitcoin, and he has written extensively about both. He was an early adopter of real asset protection, writing a book on the role of Bitcoin ten years ago. I wanted to get his view on the role of real assets in investment portfolios and how investors might like to consider protecting their capital...2024-11-0730 min

In the Company of MavericksCOMING SOON - Gold or Bitcoin? with Dominic Frisby of The Flying FrisbyDominic Frisby is an author, comedian, singer-songwriter, voice-over artist, self-taught financial commentator and the creator of the popular Substack, The Flying Frisby. The main pillar of Dominic’s investment philosophy is based on gold and Bitcoin, and he has written extensively about both. He was an early adopter of real asset protection, writing a book on the role of Bitcoin ten years ago. I wanted to get his view on the role of real assets in investment portfolios and how investors might like to consider protecting their capital...2024-11-0300 min

The Greg McKeown Podcast347. Unlocking AI's Potential with Jeremy Utley, David McRaney, and Henrik Werdelin (Part 2)About the Guests:Jeremy Utley: A notable faculty member at Stanford University's D School and author of "Idea Flow: The Only Business Metric That Matters." Jeremy is known for his research and insights into creativity, innovation, and the interplay between human cognition and technology. He has been instrumental in exploring the applications of AI in problem-solving and productivity.David McRaney: A researcher focused on the concept of genius and cognitive biases. He hosts a podcast where he explores these themes extensively, having Jeremy Utley as one of his guests in exploring the cognitive bias in...2024-10-3134 min

The Greg McKeown Podcast346. Unlocking AI's Potential with Jeremy Utley, David McRaney, and Henrik Werdelin (Part 1)About the Guests:Jeremy Utley: A notable faculty member at Stanford University's D School and author of "Idea Flow: The Only Business Metric That Matters." Jeremy is known for his research and insights into creativity, innovation, and the interplay between human cognition and technology. He has been instrumental in exploring the applications of AI in problem-solving and productivity.David McRaney: A researcher focused on the concept of genius and cognitive biases. He hosts a podcast where he explores these themes extensively, having Jeremy Utley as one of his guests in exploring the cognitive bias in...2024-10-2942 min

In the Company of MavericksNavigating Emerging Markets with Leila Kardouche of Variis PartnersHave you ever wondered what investing in Emerging Markets is all about? It’s complicated, right? And having witnessed a decade or more of US dollar dominance and outperforming developed markets, particularly US markets, why bother looking at the rest of the world? After all, isn’t that where all the bad stuff happens, like currency crises and debt defaults? Recently, there have been signs that Emerging Markets might be re-emerging. This year, there have been signs that the dollar’s dominance may not be so dominant. Following the Fed’s decision to cut rates by 50 basis points, C...2024-10-2450 min

In the Company of MavericksCOMING SOON - Navigating Emerging Markets with Leila Kardouche of Variis PartnersHave you ever wondered what investing in Emerging Markets is all about? It’s complicated, right? And having witnessed a decade or more of US dollar dominance and outperforming developed markets, particularly US markets, why bother looking at the rest of the world? After all, isn’t that where all the bad stuff happens, like currency crises and debt defaults? Recently, there have been signs that Emerging Markets might be re-emerging. This year, there have been signs that the dollar’s dominance may not be quite so dominant. Following the Fed’s decision to cut rates by 50 basis poi...2024-10-2101 min

In the Company of MavericksBeating the Fade with Alex Sweet of Sweet StocksA few months ago, I chatted with Adam Rackley, the SVS Dowgate Cape Wrath Focus Fund manager featured in Episode 39, Market Capitulations & Narrative Shifts. We were reading a great new Substack called Sweet Stocks, which featured weekly in-depth write-ups of some fascinating quality compounding growth stocks. Not only were we impressed with Sweet Stocks’ quality, but the weekly publication cadence also meant it was the work of a highly experienced and disciplined analyst. A few weeks later, we chatted with Alex Sweet, the man behind the Substack, about what motivates his work, his investment philosophy, his a...2024-10-0355 min

In the Company of MavericksCOMING SOON - Beating the Fade with Alex Sweet of Sweet StocksAdam Rackley joins me for a conversation with growth stock analyst and ultra runner Alex Sweet of Sweet Stocks. Alex discusses his background and investment philosophy, and we chat about three UK equities he has covered in his newsletters: 4imprint, YouGov & Loungers. COMING SOON on all good podcast apps. Made possible by Progressive Equity 2024-09-3001 min

In the Company of MavericksJuggling Hand Grenades with Duncan MacInnes of The Ruffer Investment CompanyFor this episode, I am joined by Duncan MacInnes, manager of The Ruffer Investment Company, for a conversation about his investment philosophy and how he thinks about risk in today’s financial markets. He describes himself as a pragmatic, macro-informed, value investor. The Ruffer Investment Company is a billion-pound London-listed investment company with the simple aim of delivering consistent positive returns regardless of how financial markets perform with the ambition to protect and increase the real value of its investor's capital. A simple but challenging mandate. To achieve this distinctive objective, Duncan...2024-09-2054 min

In the Company of MavericksCOMING SOON - Macro Informed Value Investing with Duncan MacInnes of The Ruffer Investment CompanyComing soon, Duncan MacInnes presents a tour de force of the major financial asset classes and how to manage risk in today's crazy markets. He covers why he is so bullish on gold, gold miners, the yen and UK equities, and long Chinese equities, the ugliest in his portfolio of ugly ducklings.He also riffs on the yen carry trade, Bitcoin, premium drinks, and how we might know we are nearer the top than the bottom of the current equity market cycle.Made possible by Progressive Equity Research. 2024-09-1501 min

In the Company of MavericksAI on the Ocean & AIM with Ami Daniel of WindwardIn today’s episode, I am joined by Mark Wharrier, an experienced professional investor who previously worked with companies such as Mercury and Black Rock and is now focused on investing in public and private companies. We have a fascinating conversation with Ami Daniel, the co-founder and CEO of AIM-listed Windward.Windward is a 14-year-old company that provides B2B data and software solutions. It helps governments and businesses track, manage, comply with, and protect maritime assets worldwide. Its solutions provide awareness and insights into what Ami calls the prob...2024-09-0649 min

In the Company of MavericksCOMING SOON - AI on the Ocean & AIM with Ami Daniel of WindwardComing soon on your favourite podcast app is a fascinating chat with Ami Daniel, co-founder and CEO of Windward. Ami is a high-energy entrepreneur driving the fastest annual recurring revenue business in the London market, and he was a joy to talk with. Windward has an impressive customer list and is building a suite of AI-powered products to drive Ami's ambition for Winward to become a multiple hundred-million-dollar revenue "rule of 40 company." Please subscribe so that you don't miss this and further episodes. Made possible by Progressive Equity. 2024-08-3101 min

In the Company of MavericksBalancing Risks Without Bonds with Tim Price of Price Value PartnersIn today’s episode, I am joined by Tim Price of Price Value Partners, a private wealth manager in London since the late 1990s. Originally an English literature graduate, Tim started work as a bond salesman for a Japanese bank.However, he switched to private client wealth management, where he was to develop his well-reasoned but highly differentiated approach to managing money. Tim has developed this approach based on extensive reading in economics, history, finance, and investing. In this episo...2024-08-2339 min

In the Company of MavericksCOMING SOON - Balancing Risks Without Bonds with Tim Price of Price Value PartnersIn today’s episode, I am joined by Tim Price of Price Value Partners, a private wealth manager in London since the late 1990s. Originally an English literature graduate, Tim started work as a bond salesman for a Japanese bank.However, he switched to private client wealth management, where he was to develop his well-reasoned but highly differentiated approach to managing money. Tim has developed this approach based on extensive reading in economics, history, finance, and investing. In this episo...2024-08-2001 min

In the Company of MavericksThe Best Performing Small Cap Investor You've Never Heard Of - with Geoff Oldfield of Ennismore Fund ManagementIn this episode, I am joined by someone who is probably the best-performing smaller companies fund manager you have never heard of. I first met Geoff Oldfield in the 1990s when he was working as the co-manager of the European Select Fund at Barings Asset Management. He and his partner Gerhard Shoeningh were making a name for themselves in the sector and, in 1998, left to set up Ennismore Fund Management with some very firm ideas about the type of investment firm they wanted to run.The main pillars were p...2024-08-0943 min

In the Company of MavericksCOMING SOON - The Best Performing Small Cap Investor You've Never Heard Of - with Geoff Oldfield of Ennismore Fund ManagementIn this episode, I am joined by someone who is probably the best-performing smaller companies fund manager you have never heard of. I first met Geoff Oldfield in the 1990s when he was working as the co-manager of the European Select Fund at Barings Asset Management. He and his partner Gerhard Shoeningh were making a name for themselves in the sector and, in 1998, left to set up Ennismore Fund Management with some very firm ideas about the type of investment firm they wanted to run.The main pillars were p...2024-08-0504 min

In the Company of MavericksUncle Jim's World of Bonds - with Jim LeavissFor this episode, I am joined by Jim Leaviss, one of the UK’s leading bond fund managers and the voice behind the podcast Uncle Jim’s World of Bonds. I subscribe to a lot of podcasts, but there aren’t many that I always listen to. However, Uncle Jim’s World of Bonds is always a must-listen to. It's both entertaining and informative. It is typically just 10 minutes long and contains some real nuggets covering macroeconomics, financial markets, politics, and the long-term drivers impacting the world all investors inhabit. We recorded thi...2024-07-0943 min

In the Company of MavericksThe Importance of Resilience with Simon Phillips of CT AutomotiveIn this episode, Julian Collett of Blackdown Partners joins me for a conversation with Simon Phillips, the founder and CEO of CT Automotive, a £50m market cap, AIM-listed company. Simon’s journey is a powerful example of how adverse circumstances, can be a fertile ground for learning and growth. His story underscores the crucial role of resilience in business success. The development of a business supplying tooling and components to the global automotive industry is a testament to Simon’s well-honed entrepreneurial skills and can-do attitude, forged in the face of adversity. ...2024-07-0347 min

In the Company of MavericksCOMING SOON - The Importance of Resilience with Simon Phillips of CT AutomotiveThis is a fascinating story of resilience, innovation, and raw entrepreneurialism. Simon’s journey is a powerful example of how adverse circumstances can be fertile ground for learning and growth. Living in China for 16 years, transforming CT from its tool-making roots into a global component supply business, Simon candidly discusses the challenges he faced and how he overcame them. Simon talks about the need to stay ahead by adopting AI and robotics. He says that CT went to China for its low costs but is staying because of its world-class leadership in modern manufacturing technology.I really en...2024-06-2701 min

In the Company of MavericksA Visit to the Desert Island Investor with Miles Adcock, CEO of Concurrent Technologies, hosted by Mark AtkinsonMy friend Mark Atkinson invited me onto the Desert Island Investor podcast, where we chatted with Miles Adcock, the CEO of Concurrent Technologies. Mark introduced me to Miles in early 2023 where we spoke about the challenges of revitalising the defence electronics supplier amid component shortages. https://share.transistor.fm/s/58cdae19It was great catching up with Miles again, although the swim home was challenging. 2024-06-251h 07

The Desert Island InvestorConcurrent Technologies CEO Miles Adcock talks with myself and Jeremy McKeownConcurrent Technologies plc is a British company that designs and manufactures ultra-rugged computer boards for use in integrated systems. These products are designed to be durable and reliable in extreme conditions and their markets include defence, aerospace, scientific research and telecommunications. I have been a shareholder for a while now so I was pleased when their CEO Miles Adcock kindly agreed to visit me on the island for an interview. I am joined by investment consultant Jeremy McKeown.The Desert Island Investor podcast is generously hosted by London City based analysts Progressive Equity Research. You'll also find...2024-06-211h 07

In the Company of MavericksMarket Capitulations & Narrative Shifts with Adam Rackley of Cape Wrath CapitalBack in March this year, David Seaman of Alpha Cygni Asset Management joined me for a conversation with Adam Rackley, the founder and fund manager at Cape Wrath Capital.Adam epitomises the philosophy of doing things differently when it comes to investing in UK equities. He has pursued his unique approach since founding Cape Wrath in 2016 using what he describes as a behavioural value strategy. He looks to identify market capitulation events and narrative shifts to cycle capital into shares when they are driven by emotion more than rationality. H...2024-06-1451 min

In the Company of MavericksCOMING SOON - Capitulation Events & Narrative Shifts with Adam Rackley of Cape Wrath CapitalBack in March this year, David Seaman of Alpha Cygni Asset Management joined me for a conversation with Adam Rackley, the founder and fund manager at Cape Wrath Capital.Adam epitomises the philosophy of doing things differently when it comes to investing in UK equities. He has pursued his unique approach since founding Cape Wrath in 2016 using what he describes as a behavioural value strategy. He looks to identify market capitulation events and narrative shifts to cycle capital into shares when they are driven by emotion more than rationality. H...2024-06-1201 min

In the Company of MavericksThe Changing Shape of the Defence Industry with Nick Prest of CohortFor this episode, I am joined by Tom Like, an analyst at Singer Capital Markets, for a conversation with Nick Prest, the Founder and Chairman of the defence services and technology company Cohort PLC. Prior to founding Cohort, Nick worked in the Ministry of Defence before joining United Scientific Holdings, later renamed Alvis. A few years later Nick became CEO. Alvis was eventually acquired by BAe, and Nick, along with several former Alvis colleagues, set up Cohort in 2006. With a market value of £26m, Cohort aims to provide technical services to the defence industry in the...2024-05-2446 min

In the Company of MavericksCOMING SOON - The Changing Shape of the Defence Industry with Nick Prest of CohortA few weeks ago, Tom Like of Singer Capital Markets joined me for a fascinating conversation with Nick Prest, the Founder and Chairman of defence technology provider Cohort. Nick provides a wealth of anecdotes and knowledge of the defence industry, the geopolitics that drives it, and how it will likely change in the years ahead. Coming soon on all good podcast apps. Made possible by Progressive Equity Research 2024-05-2102 min

In the Company of MavericksThis Time It's Different with Nigel Rogers and Ryan Maughan of Transense Technologies & Laurence Hulse of Onward OpportunitiesI sit on the Investment Committee of the AIM-listed Onward Opportunities investment fund managed by Dowgate Wealth. I have a personal investment in Onward. Dowgate Group owns 9.26% of Transense Technologies PLC, of which Onward Opportunities owns 6.96%. Last year, Onward's fund manager, Laurence Hulse, proposed an investment in Transense Technologies. My initial reaction could best be described as having a Victor Meldrew moment. Those with stock market memories may recall that Transense has a history of failing to meet its ambitious plans and targets and repeatedly returned to investors to back its innovative sensor technology. In 2007...2024-05-0254 min

In the Company of MavericksTRAILER - This Time It's Different - Nigel Rogers & Ryan Maughan of Transense Technologies with Laurence Hulse of Onward OpportunitiesI sit on the Investment Committee of the AIM-listed Onward Opportunities investment fund managed by Dowgate Wealth. I have a personal investment in Onward. Dowgate Group owns 9.26% of Transense Technologies PLC, of which Onward Opportunities owns 6.96%. Last year, Onward's fund manager, Laurence Hulse, proposed an investment in Transense Technologies. My initial reaction could best be described as having a Victor Meldrew moment. Those with stock market memories may recall that Transense has a history of failing to meet its ambitious plans and targets and repeatedly returned to investors to back its innovative sensor technology. In 2007, Tr...2024-04-2402 min

In the Company of MavericksBONUS EPISODE - The Market Call - Q1 Review with Scott EvansPlease subscribe to the Weekly Market Call on your normal podcast app. For this week's Market Call Gareth and Jeremy are joined again by Scott Evans of the London Business School and the Deutsche Numis Equity Indices. Scott talks about market performance in Q1 2024. Where have markets come from, how have they performed in Q1, and where are they going? Bond yields have risen, inflation is sticky, and rates are higher for longer. Equities have had a good quarter, albeit the Magnificent Seven have not been quite so magnificent. The UK, by comparison, has been lacklustre. Gold...2024-04-2022 min

In the Company of MavericksAdam Holland, MPAC CEO - The Packaging Automation OpportunityIn today’s episode, private investor Mark Atkinson and host of The Desert Island Investor rejoins me for a conversation with MPAC CEO Adam Holland. Mark’s professional background was in the paper and packaging industry. He has been a shareholder in MPAC since 2013 when it was known as Molins. Adam has enjoyed a varied engineering career, initially working in space technology, then with Rolls Royce and for JCB before joining MPAC initially as COO in 2021. He has a track record of solving engineering problems in global industries and leading teams that pro...2024-04-0755 min

In the Company of MavericksUnderstanding Market Consciousness with Patrick SchotanusFor today’s episode, I am joined by former fund manager and author Patrick Schotanus. Patrick has extensive and varied experience analysing and investing in financial markets, culminating in 15 years of co-managing a large multi-asset fund. Throughout his career, Patrick has questioned the relevance of mainstream economics in understanding the reality of financial markets and investment management, and over recent years he has focused all his time developing what he calls The Market Mind Hypothesis or the MMH. Last year, Patrick published a book on his work titled T...2024-03-0840 min

In the Company of MavericksPremium Chocolate & Value Investing with Angus Thirwell & Gary ChannonFor today’s episode, I am joined by David Seaman of Alpha Cygni Asset Management for a conversation with two mavericks, an entrepreneur and an investor. Angus Thirwell is the co-founder and CEO of Hotel Chocolat and was on Episode 4 in December 2021. Angus has just completed the sale of Hotel Chocolat to Mars for a value of £534m and has decided to roll most of his stake in the company into the Mars family structure as he sees an increased opportunity for the brand to grow under its new ownership. Gary Channo...2024-02-1645 min

In the Company of MavericksDoomberg - Energy is LifeIn today’s episode, I am joined by energy blogger and author Doomberg for a conversation about the necessity of energy in our lives, how we take it for granted and the implications for our economies and our politics. Doomberg is a pen name and alias assuming the form of a green chicken online. Originally on Twitter and now on Substack, Doomberg has become the most popular financial newsletter on the platform. Doomberg explains why he has chosen to operate anonymously, helping him explore and explain complex and technical aspects of the energy debate with un...2024-01-271h 01

In the Company of MavericksThe Weekly Call - The Deutsche Numis Indices, macro factors in markets, Concurrent Technologies & Gamma CommunicationsJeremy McKeown and Gareth Evans are joined by Scott Evans of the London Business School and co-compiler of the Deutsche Numis Market Indices to discuss the performance of mid and small-cap last year, over the long term, and what might be driving equity market performance in 2024. In addition, they mention updates from Concurrent Technologies and Gamma Communications from last week. 2024-01-2129 min

In the Company of MavericksThe Market Call - What spooked the Fed? Christmas updates, housebuilders, Marks Electrical, Sosander & Bitcoin ETFsJeremy McKeown & Gareth Evans discuss the macro drivers behind this week's equity markets and some company updates that caught their attention. Companies mentioned this week include UK housebuilders, M&S, Marks Electrical, Sosander and Xaar. 2024-01-1413 min

In the Company of MavericksIntroducing - The Market Call a podcast covering financial markets' changing macro landscape - Markets in 2023 & Outlook for 2024Jeremy McKeown and Gareth Evans discuss the main market trends from last year and the outlook for 2024. They discuss the October pivot on rate expectations, the rise of the Magnificent Seven AI wonder stocks, the outlook for Chinese and UK equities, and will a recovery in China be inflationary or deflationary. Will Trump win the US election, and what are the market implications? What about the UK? Can it be the best-performing market in 2024?Please press SUBSCRIBE so as not to miss future episodes. Brought to you by Progressive Equity. 2024-01-0817 min

In the Company of MavericksTony Brewer of Likewise Group - A life in carpetsTony Brewer of Likewise Group Guest co-host James Wilson of Phoenix Asset Management, manager of the Huginn Fund. A few weeks ago, James Wilson of Phoenix Asset Management joined me for a conversation with Tony Brewer, the founder and CEO of Likewise Group. James had talked about Tony and his investment in AIM-listed Likewise on a previous episode, and I had been keen to get Tony on ever since. Tony has spent his entire adult life in the floor coverings business developing Headlam from a...2023-12-1539 min

In the Company of MavericksCOMING SOON - Tony Brewer of Likewise - A life in carpets - TRAILERTony Brewer of Likewise Group Guest co-host James Wilson of Phoenix Asset Management, manager of the Huginn Fund. Have you ever wondered why small independent carpet shops can survive competing against the major multiple retailers?In a previous episode, James Wilson of Phoenix Asset Management talked about Tony Brewer previously of Headlam and now the founder and CEO of AIM-listed Likewise. Coming soon I am rejoined by James for a fascinating chat with Tony, about his life in carpets. This episode gives a behind-the-scenes look at the complexities of the...2023-12-1201 min

In the Company of MavericksNils Gornall of DP Poland - The Sport of Delivered PizzaFor this episode, I am joined by Gareth Evans, the founder and CEO of Progressive Equity Research for a conversation with Nils Gornall, the CEO of DP Poland, and a veteran Domino's Pizza operator. Nils started as a pizza maker at the age of 15 and opened his first franchised store in Perth, Western Australia, just before his 22nd birthday. It is fair to say Nils has pizza in his blood and gives us a masterclass in what makes a delivered pizza shop work and how to develop a winning culture. From Australia to Cro...2023-11-2544 min

In the Company of MavericksCOMING SOON - Nils Gornall of DP Poland - A TRAILERWe had a great time chatting with Nils Gornall the CEO of DP Poland, a couple of weeks ago. This episode, dropping soon is a masterclass on how to run a delivered pizza shop and what makes Domino's Pizza a global success story. 2023-11-2301 min

Paint & Pipette: The Art & Science of InnovationS3E9: Steve Jobs’ Retail Revolution with Ron Johnson and Greg McKeownSteve Jobs is one of the most influential people of the century, maybe even ever! But his ideas, values, and approach to life have often been skewed and mutilated by the media. Today, we wish to bring you the truth about Steve from a man who knew him better than most, Ron Johnson. Ron worked with Steve as Apple’s Senior Vice President of Retail Operations, and in this episode, he explains how the tech juggernaut enticed him into a job when he was already flourishing at Target and before Apple had gained its notoriety. We hear all the de...2023-11-2056 min

In the Company of MavericksWhy Invest in the UK? Simon French, Alyx Wood & Laurence HulseEarlier this year, in Episode 15, I spoke to Laurence Hulse and Alyx Wood about investing in the UK equity market from the perspectives of two UK-focused professional investors with distinctive strategies. On October 17th, I got Laurie and Alyx back together with Simon French, Chief Economist and Head of Research at City stockbroker Panmure Gordon, to ask the question, Why Invest in the UK? It was a great conversation on a live topic of interest for investors and one I hope to return to in future episodes. 2023-11-0353 min

In the Company of MavericksTRAILER - Why Invest in the UK? with Simon French, Alyx Wood & Laurence HulseEarlier this year, in Episode 15, I spoke to Laurence Hulse and Alyx Wood about investing in the UK equity market from the perspectives of two UK-focused professional investors with distinctive strategies. On October 17th, I got Laurie and Alyx back together with Simon French, Chief Economist and Head of Research at City stockbroker Panmure Gordon, to ask the question, Why Invest in the UK? It was a great conversation on a live topic of interest for investors and one I hope to return to in future episodes. 2023-10-3000 min

In the Company of MavericksEdward Ziff of Town Centre SecuritiesThis episode was recorded on September 21, 2023. For today’s episode, I am joined by the private investor and host of the Desert Island Investor podcast, Mark Atkinson, for a conversation with the Chairman and CEO of Town Centre Securities, Edward Ziff. Edward is the second-generation custodian of the family business with a rich history largely centred on the City of Leeds. Edward talks candidly about the challenges of managing a small listed real estate company in which his family holds a controlling stake. He discusses the difficulties of a...2023-10-1848 min

In the Company of MavericksAlasdair Haynes of Aquis Exchange - a catch upThis episode is made possible by Progressive Equity Research, providing freely available engaging research & opportunities to hear from a wide range of small & mid-cap UK-listed companies.This is a catch-up with Alasdair Haynes, founder and CEO of Aquis Exchange. He last appeared in Episode 3 in November 2021, and much has changed in the meantime. Aquis has continued to grow and is now ten years old. Alasdair has been at the forefront of innovation in stock market technology for many years and remains enthused by the prospects for change and innovation despite a recent health scare. Alasdair openly discusses...2023-10-0151 min

The Greg McKeown Podcast222. From Geek to Genius with Ron Johnson and Jeremy Utley (Part 2)Today is part two of the conversation with Ron Johnson, formerly the Senior Vice President at Apple. He was the lead designer of the Apple retail stores, as well as the Genius Bar and many other things that we take for granted in the experience that Apple successfully created. If you've ever wanted to see behind the curtain about how the Apple transformation was achieved, not by the caricature of Steve Jobs, but by the person himself, the leader, then this conversation is meaningful, it's interesting, and I think you're going to enjoy it....2023-08-1731 min

The Greg McKeown Podcast220. From Geek to Genius with Ron Johnson and Jeremy Utley (Part 1)Have you ever met someone who made a disproportionate impression upon you? You didn't have conventional conversations with them. Instead, it was something more meaningful, even life-changing? Well, in today's episode, part one of a two-part interview with Ron Johnson, Ron describes specific moments and conversations that he had with Steve Jobs. Ron Johnson was formerly the senior Vice president at Apple. He was responsible for the creation of the retail Apple stores, as well as the Genius Bar. If you've ever been to an Apple store, if you've ever been to the Genius Bar, Ron Johnson has impacted...2023-08-1033 min

In the Company of MavericksSukh Chamdal of Cake Box - a catch-upThis episode is made possible by Progressive Equity Research, providing freely available engaging research & opportunities to hear from a wide range of small & mid-cap UK-listed companies.For today’s episode, I am rejoined by Sukh Chamdal, the founder and CEO of AIM-listed Cake Box. For background on Sukh and Cake Box, you should listen to episode 2 from November 2021, where Sukh talked about the formation of Cake Box as a retailer of egg-free celebration cakes and growth via a franchising model. I was keen to catch up with Sukh...2023-05-2619 min

The Desert Island InvestorMy interview with Jeremy McKeown, stock market legend and podcasterJeremy McKeown has worked in the City for over 4 decades in both fund management and stockbroking. He is currently a well respected investment consultant and he also hosts the popular podcast 'In the company of Mavericks' on Spotify and other podcasting channels. In this episode Mark talks at length with Jeremy about his journey and Paul heads off to the mainland for some rest and recreation. The Desert Island Investor podcast is a series of podcasts that document the experiences and strategies of private investor Mark Atkinson. Mark's long-term investments have enabled him to become financially independent...2023-05-071h 10

In the Company of MavericksJames Wilson of The Huginn FundThis episode is made possible by Progressive Equity Research, providing freely available engaging research & opportunities to hear from a wide range of small & mid-cap UK-listed companies.For today’s episode, David Seaman of Alpha Cygni Investment Management joins me for a conversation with James Wilson, fund manager of The Huginn Fund. The Huginn Fund applies the value investing principles of the wider Phoenix Asset Management team to international markets. However, James has his own very distinctive approach to investing. David and I have attended the Phoenix Annual Investor Meetings together for the las...2023-05-0551 min

In the Company of MavericksMark Smithson of Marks ElectricalThis episode is made possible by Progressive Equity Research, providing freely available engaging research & opportunities to hear from a wide range of small & mid-cap UK-listed companies. I am joined by private investor Mark Atkinson, host of the Desert Island Investor Podcast, for a conversation with Mark Smithson, the founder and CEO of Marks Electrical. Marks Electrical is an AIM-listed online retailer of household electrical products providing nationwide next-day delivery of a wide range of household appliances. Mark’s straightforward approach to his business is based on an endu...2023-04-2145 min

In the Company of MavericksLaurence Hulse of Onward Opportunities with Alyx Wood of Kernow Asset ManagementToday I am joined by two young active UK equity fund managers with distinct investment styles. Alyx Wood is the founder and Chief Investment Officer of Kernow Asset Management. Kernow is a contrarian investor using fundamental analysis and catalyst-driven mean reversion investing. Alyx is a long-short investor. Laurence Hulse is a Director of Dowgate Wealth. He is the fund manager of the recently launched investment company Onward Opportunities Ltd. Onward Opportunities' strategy is to pursue inefficiencies in the UK market for small and micro-cap companies. It is a l...2023-04-0234 min

In the Company of MavericksPeter Keeling of DiaceuticsThis episode is made possible by Progressive Equity Research Ltd. A great conversation with two Irishmen with deep domain knowledge in commercialising modern pharmaceutical products. This is a journey into the world of precision medicine and diagnostics. Padraic Dempsey, formerly CCO at Uniphar, joins me for a fascinating conversation with Peter Keeling, the founder and CEO of Diaceutics PLC. Diaceutics' data platform DXRX sits at the intersection of life science and data science as a diagnostic commercialisation tool used by the World's largest pharmaceutical and biotech companies helping patients find the right therapy. It might not sound...2023-03-2351 min

The Savvy Marketer PodcastHow to be a Great Leader, Even Without the Job TitleAnyone can be a leader within an organization, but how can you be a great leader? This week’s guest on The Savvy Marketer, Founder & Owner of Predictable Success, Les McKeown, believes you just need to start with the little things. ---- Today's Savvy Marketer: Les MckeownPredictable Successhttps://predictablesuccess.com/---- Every episode of The Savvy Marketer is sponsored by Spire, an Ohio-based marketing agency. Spire helps you develop smarter strategy, get it done, and make your marketing hum. ---- ...2023-03-0621 min

Light HeartedLight Hearted ep 212 – Roie McCann, Clare Island Lighthouse, IrelandClare Island is at the entrance to Clew Bay, off Ireland’s western Atlantic coast. It’s the largest of Clew Bay’s 365 islands, only six of which are inhabited year-round. It rises to a height of 1520 feet and is an important breeding ground for seabirds. The family of the legendary pirate queen Grace O’Malley owned the island during the Middle Ages, and many of the O’Malley clan are buried at an abbey on the south side of the island. Clare Island Light Station, Ireland. Photos courtesy of Sherry FitzGerald Limited The island’s original lighthouse was built in 1806, but...2023-02-1252 min

In the Company of MavericksMiles Adcock of Concurrent TechnologiesThanks to Progressive Equity Research for making this episode possible. In this episode, Miles talks about the changes he is implementing in the business and the opportunities to grow by product, industry, and geography, both organically and via acquisition. Miles demonstrates a wide-ranging understanding of the markets in which Concurrent operates and foresight of how to raise its growth ambitions. Since joining Concurrent, the business has had to cope with a significant component shortage which has impacted the performance of the business in 2022. Toward the end of the episode, Miles discusses a significant obstacle he has...2023-01-2742 min

Change Work LifeTurning failure into success - with Emily Sander of Next Level CoachingQuestions? Comments? Episode suggestions? Send us a text message!#143 - Emily Sander is the founder of Next Level Coaching and the author of “Hacking Executive Leadership”. She explains how failures can help you become more successful in the future, how to turn things around when you’re feeling like a failure and how you can get out of the “I am a failure” mindset.What you'll learn[6:10] How to define failure.[9:12] The importance of defining what success looks like for you.[11:46] How to respond to situations that make you feel like a fail...2022-11-0841 min

The Greg McKeown Podcast142. The Only Business Metric That Matters with Jeremy UtleyWhat is one problem you are dealing with in your business right now? What is one problem you are dealing with in your life right now? Well, whatever problems you are facing, this conversation with Jeremy Utley is the answer, because as he says in his new book, Ideaflow, "Every problem is an idea's problem." Today I've invited my friend Jeremy to talk about his research, his insights, developed over many years at the D School, the design school at Stanford University. He and I co-created a class designing life, essentially, and now I'm thrilled to be able to...2022-10-2550 min

In the Company of MavericksAndrew Hollingworth on Investing in MavericksIn this episode, Andrew Hollingworth of Holland Advisors discusses what he looks for in the maverick owner managers he invests in. He talks about what he chose to back Mike Ashley of Sports Direct, now Frasers and how he thinks about capital allocation and governance issues. He also runs through his investment thesis on JD Wetherspoon, and other owner-managed scale economy shared businesses like RyanAir and Charles Schwab. Andrew is the fund manager of the VT Holland Advisors Equity Fund. This episode is produced in conjunction with Progressive Equity Research, offering objective analysis and access to company management teams...2022-09-3029 min

In the Company of MavericksStephen Hemsley of Franchise BrandsI am joined by franchise industry veteran, Ian Bradley, for a conversation with Stephen Hemsley, Founder and Chairman of Franchise Brands. *** A REQUEST - I support a charity called Level Water which uses the power of swimming to change the lives of children with disabilities. Later this month I will be swimming the 6km from Averton Gifford to Bantham in Devon to help Level Water fund its noble cause. If you have found value in listening to the In the Company of Mavericks podcast series, I would appreciate it if you could make a modest contribution to...2022-07-0138 min

In the Company of MavericksAndrew Austin of KistosThis episode is a fascinating insight into the changing mix of our sources of energy from serial entrepreneur Andrew Austin. Andrew is founder and Executive Chairman of Kistos Plc which he founded in 2020. Kistos owns gas assets in the Dutch sector of the North Sea and has agreed to acquire an interest in the Greater Laggan Area, West of Shetland from Total. Andrew talks about how to structure M&A deals in volatile energy markets, the importance of low carbon locally sourced natural gas as a bridging fuel to a fully renewable future and some interesting tips with keeping...2022-05-2735 min

In the Company of MavericksJulie Lavington and Ali Hall of SosandarRenowned stockpicker Rosemary Banyard joins me for a fascinating conversation with Julie Lavington and Ali Hall co-founders and co-CEOs of online women's fashion brand Sosandar. Julie and Ali met in 2006 working at Time Inc. They launched the successful women's high street fashion magazine Look, which had a 300 000 weekly circulation. They identified an opportunity in the online fashion market and set up Sosandar in 2016, reversing the business onto AIM a year later. They have since strongly grown revenue and have been vindicated with the brand being carried by large UK retailers, M&S, Next and John Lewis. Julie and Ali...2022-04-2940 min

In the Company of MavericksNadeem Raza of MicroliseBrendan D'Souza of Dowgate Capital joins me to talk to Nadeem Raza, CEO of Microlise. Microlise is a dominant software supplier to the UK logistics and road haulage industry. Nadeem has worked his way up from being a software engineer in the late 1980s and gives us a masterclass in how focusing on solving customer problems and taking a long term view of the business opportunity can drive value creation. Nadeem discusses the impact of changing technology and events such as the financial crisis and the 2008 MBO focused attention on developing the SaaS revenue model. As he says, what...2022-04-0148 min

In the Company of MavericksChris Bogart of Burford CapitalChris Bogart discusses how he started to dabble in litigation finance as a hobby, but the onset of the global financial crisis led to the formation of Burford Capital and a 12-year journey to industry leadership and a listing on the NYSE. Chris describes how culture, risk assessment and the adoption of data science have all played a part in helping Burford drive its competitive advantage in the developing market for litigation finance. David Seaman of Alpha Cygni Investment Management adds some in-depth questioning on key aspects of the Burford story, including the periods of investor scepticism, its culture...2022-03-0443 min

In the Company of MavericksJonathan Satchell of Learning Techologies GroupGareth Evans of Progressive Equity joins me for a discussion with Jonathan Satchell, Founder and CEO of Learning Technologies. Jonathan talks about his early career, his passion for technology his journey into video training, eLearning and professional development leading to the creation of LTG and AIM IPO in 2013. He discusses how he and his partner, Chairman, Andrew Brode, chose to go the PLC route rather than use private equity. Jonathan shares some of his secret sauce of acquiring and refining businesses that he has acquired and how he got inspiration from the work of Sir Martin Sorrell at WPP...2022-02-0335 min

In the Company of MavericksMorgan Tillbrook of Alpha FXIn this fascinating discussion, Morgan talks openly about how his dyslexia shaped his early life and was foundational in his becoming an entrepreneur. He also talks about how the combination of technology and high-performance people can deliver the complex requirements of large companies and financial institutions. He also talks about why his recent decision to decentralise the business was the best decision he has made since the inception of the business in 2009. Morgan also says developing self-awareness is the best advice he could give someone. Alpha FX Morgan Tillbrook Andy Bryant 2022-01-0728 min

In the Company of MavericksAngus Thirwell of Hotel ChocolatHotel Chocolat Co-founder and CEO Angus Thirwell delivers a masterclass in how to develop a customer-led business. We begin with a chat about Angu's early life and the evolution of the Hotel Chocolat brand. Angus talks about the benefits of being a founder-led business which has among other things allowed Hotel Chocolat to build long term sustainable growth by doing the right things and not just the easy things. Armed with a long term strategic ambition to deliver pleasure by chocolate, Angus reveals a real passion for his product and the brand. Angus Thirwell Ben McKeown In The Company...2021-12-1651 min

In the Company of MavericksAlasdair Haynes of Aquis ExchangeA Conversation with Alasdair Haynes, founder and CEO of Aquis Exchange. AIM-listed Aquis is a process innovator in the field of share trading and stock exchange technology. In offering the World's first subscription-based pricing Aquis offers its customers a marginal cost to trade of zero. The platform also reduces toxicity, or the impact cost of trading, improving execution efficiency. Aquis also runs a primary listings business called the Aquis Stock Exchange which competes with the LSE's AIM market for listings for smaller growth companies. Additionally, as a technology provider, Aquis offers services to exchanges and trading venues in other...2021-11-2535 min

PIWORLD Investor PodcastsPIWORLD interview with Jeremy McKeown - Investing in Hypernormal TimesJeremy gives us his views on the ‘hypernormal’ economic world we are living in today; taken from the Adam Curtis documentary, ‘HyperNormalisation’. (https://youtu.be/AUiqaFIONPQ). Jeremy speaks like an economic historian, drawing from different eras of different economic policies. We discuss QE and monetary policy, which he feels has neutered the banking industry. With inflation, he draws analogies with the 40s and 50s rather than the 70s. Jeremy gives his view where he’s investing his own money, accepting investors are being asked to take more risk to see a return on their savings. He favours equities, especially compounders with good...2021-11-1256 min

In the Company of MavericksSukh Chamdal of Cake BoxIn today's episode, I am joined by Ben McKeown of Dowgate Wealth and we learn about the UK water buffalo, the importance of family values in company culture, what Gandhi said about customer care and how regular exercise stimulates creative thinking. Oh yes, we also learn about the amazing story behind the Amazon of cream cakes and how naughty but nice is returning to a high street near you after an absence of 30 years and some humbling examples about the importance of giving back. Please enjoy our conversation with the maverick, Sukh Chamdal. Sukh Chamdal https://www...2021-11-0936 min

In the Company of MavericksJames Crawford of Naked WinesJames Crawford UK MD of Naked Wines talks about his decision to join the unprofitable business in 2014 after the relative security of Diageo. He explains why his love of wine and his love of Naked's unique business model attracted him to take the plunge. He talks about the challenges of navigating the acquisition by Majestic and then the later sale of that business which allowed Naked to focus its resources on the biggest prize, growth in North America. Gareth Evans is the Founder and Managing Director of Progressive Equity Research. Jeremy McKeown Inthecompanyofmavericks 2021-11-0132 min

In the Company of MavericksIn the Company of Mavericks - TrailerIn the Company of Mavericks is a series based on interviews with people who dared to be different and succeed. Along with a guest co-host in each episode, I talk to a maverick entrepreneur in an attempt to understand their journey, what makes them different and what we can learn from them. In the first couple of episodes, I talk to the people behind the Netflix of wine and the Amazon of cakes. Episode 1 - A Conversation with James Crawford of Naked Wines drops soon. 2021-10-3001 min

Capital Employed FMExchanges and Cream Cakes with Jeremy McKeownFor this episode we were joined by Jeremy McKeown from Dowgate Wealth.Dowgate Wealth, based in London, create bespoke portfolios for their clients. They select investments based on their fundamental qualities and their ability to generate above-market returns regardless of economic cycles. Jeremy joined Dowgate Wealth in November 2020. He has worked in the City for over 4 decades in both fund management and stockbroking. He also writes an excellent blog called Hyper Normal Times, which we recommend listeners subscribe to.In this episode Jeremy discusses what type of companies he likes to invest in. H...2021-09-1427 min

Book SummariesEffortless by Greg McKeown SummaryThe one lesson Greg wants you to take away from Effortless is this: life doesn’t have to be as hard and complicated as we make it. My Favorite Quotes from Effortless When we apply effortless actions to high-leverage activities the return on our effort compounds. When we invite joy into our daily routine, we are no longer yearning for the far-off day when it might arrive. That day is always today. After I complain, I will say something I am thankful for. When someone shows you who they ar...2021-06-2435 min

Brother Brother BrotherEpisode 181: Remembering Jim Steinman, Shock G, and Les McKeownIn this week’s episode, Wyndham and Jeremy sit down to remember three legendary musicians who recently passed—rock composer Jim Steinman, hip-hop icon Shock G, and Scottish pop star Les McKeown of Bay City Rollers. The brothers discuss each of the artists’ legacies and the impact they had on culture, the groups they inspired, and the joy they brought to listeners across the world. Do an honorary Humpty Dance with us as you spin our custom Jim Steinman, Shock G, and Les McKeown tribute playlist on Spotify and share your memories of these talented souls with us...2021-05-0639 min