In the Company of Mavericks

Dec 25 2024 62 ep. 32 mins 6

In the Company of Mavericks Podcast artwork

Conversations with entrepreneurs who dared to be different

Copy RSS

Subscribe on Podcast Addict

Javier Milei: The Maverick President - with Robert Marstrand

Dec 25 2024 47 mins

During 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 usele

Long Short Equity Management with Richard Stuckey of Ennismore

Dec 12 2024 51 mins

Have 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 equit

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

Nov 28 2024 42 mins

In 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

Gold or Bitcoin? with Dominic Frisby of The Flying Frisby

Nov 06 2024 30 mins

Dominic 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 Bitco

COMING SOON - Gold or Bitcoin? with Dominic Frisby of The Flying Frisby

Dominic 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 Bitco

Navigating Emerging Markets with Leila Kardouche of Variis Partners

Oct 23 2024 50 mins

Have 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

COMING SOON - Navigating Emerging Markets with Leila Kardouche of Variis Partners

Oct 21 2024 1 mins

Have 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

Beating the Fade with Alex Sweet of Sweet Stocks

Oct 02 2024 55 mins

A 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 wee

COMING SOON - Beating the Fade with Alex Sweet of Sweet Stocks

Sep 30 2024 1 mins

Adam 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

Juggling Hand Grenades with Duncan MacInnes of The Ruffer Investment Company

Sep 19 2024 54 mins

For 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 delive