In the Company of Mavericks

Damian Pudner, a former UBS head of hedge-fund rate sales for EMEA, explains his shift from 25 years in financial markets to monetary economics and the Great British Think Tank.

Edgar Allen of High Ground Investment Management argues that stock valuation should account for how many years a business can sustain profits and cash flow, rather than treating companies as indefinitely lived assets.

Eric at YWR tells Jeremy that his daughters found Shanghai, Beijing, and Hong Kong unexpectedly cool after a family trip, while his global factor model had already pointed toward Asia.

Paul Pindar describes backing the £330,000 management buyout of SIPFA Computer Services (renamed Capita) at 3i in 1987, when it had 33 staff and four customers.

Ami Daniel, founder of maritime intelligence company Windward, says the Middle East energy shock is not temporary and could keep markets repricing oil, shipping, and regional risk for weeks.

This episode summarizes expert insights on how recent Middle East conflicts, particularly Operation Epic Fury, have reshaped geopolitics and created new challenges and opportunities for investors navigating market volatility.

John Pallaby argues that the West is living through a late-stage system failure, using “hypernormal times” and the Soviet Union’s Brezhnev era as his main comparisons.

This episode explores David Murrin's analysis of geopolitical power shifts, including the decline of America, rise of China, and potential WWIII, using concepts like psychohistory and elite overproduction to forecast global events.

This episode features an interview with Michael Every, a global strategist at Rabobank, discussing his unique perspective on geopolitics, the U.S.-China rivalry, and how historical wave theories can help understand current economic and market chaos.

An interview with Charlie Garcia discussing his writing, the Middle East war, and political-economic implications.

An interview with analyst Doomburg discussing the geopolitical conflict in the Middle East, its impact on oil prices and markets, and the fog of war.

An interview with investment writer Jamie Ward about identifying high-growth stocks and learning from value investor Nick Sleep.

An interview with portfolio manager Jango Davidson about capital cycle theory and why global capital is misallocated.

A capital cycle investor discusses how supply constraints and low returns signal future investment opportunities, focusing on commodities like platinum and the underweight mining sector.

A discussion on the recent volatility in Bitcoin, gold, and silver prices, analyzing market drivers and future outlook.

A conversation with equity strategist Roger Lee about how politics dominates markets and historical context for current geopolitics.

An interview with veteran investor Richard Altfield discussing his investment philosophy and current market views.

Experts discuss how tokenization and digital assets are disrupting the global financial system and posing a strategic threat to London as a financial center.

An interview with investor Craig Tyndale discussing his provocative essays on national capitalism, economic detachment from the physical world, and the future of silver.

The host discusses market dynamics, Zimbabwe's economic struggles, portfolio diversification, and introduces an interview with investment professional Erik from YWR.

A discussion on equity market dynamics, inflation, and investment strategies drawing parallels to Zimbabwe's hyperinflation.

An interview with Dr.

This episode discusses Argentina's political and economic landscape under President Javier Milei, focusing on his recent midterm election victory and its implications for his radical economic reforms.

This episode discusses the implications of the UK budget with experts Simon French and Thomas Moore, focusing on its impact on investment, the UK economy, and attracting global capital.

This episode features an interview with Alyx Wood of Kernow Asset Management discussing his contrarian long-short investment strategy focused on UK equities and current market opportunities.

A discussion on macro trading strategies, focusing on Japan's economy and the influence of macroeconomic frameworks in investing.

This episode examines the UK's energy policy tensions between maintaining North Sea hydrocarbon infrastructure for energy security and transitioning toward net zero goals, featuring insights from energy consultant Kathryn Porter and Serica Energy CFO Martin Copeland.

A discussion with sound money advocates about gold's value, recent price strength, and its role as an investment asset amid government deficits and geopolitical uncertainty.

A discussion on Europe's political and energy crisis, featuring experts analyzing the EU's decline and potential collapse.

Two professional investors discuss identifying quality compounder stocks in the UK market, using Wise and Goodwin as examples.

An interview with Le Shrub, a satirical hedge fund manager, discussing financial markets, parody, and investment insights.

Host discusses global entropy framework and investment implications with economist Marvin Bath, covering central banking, gold, and energy policy.

An economist discusses the UK's economic challenges, including debt spirals, trade policy, and the impact of tariffs.

A discussion comparing the economic policies of Argentina's Javier Milei and potential UK adoption, featuring guests Simon French and Robert Marstrand.