In the Company of Mavericks

Nov 03 2024 58 ep. 31 mins 4

In the Company of Mavericks Podcast artwork

Conversations with entrepreneurs who dared to be different

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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

COMING SOON - Macro Informed Value Investing with Duncan MacInnes of The Ruffer Investment Company

Sep 15 2024 1 mins

Coming 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

AI on the Ocean & AIM with Ami Daniel of Windward

Sep 05 2024 49 mins

In 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 sof

COMING SOON - AI on the Ocean & AIM with Ami Daniel of Windward

Aug 31 2024 1 mins

Coming 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 bec

Balancing Risks Without Bonds with Tim Price of Price Value Partners

Aug 22 2024 39 mins

In 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. Ti