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Convex Strategies

Naveen Katragadda

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Our time on earth is limited. We could be working on a million things..but not all of them will yield results in the same manner. In this podcast we'll talk about doing things that will exponentially increase your returns. Some topics we'll cover: Buying, growing, and selling businesses - because M&A is one of the highest leverage activities. Marketing and using the right words. Creating leverage by capitalizing on under utilized resources and opportunities. Finding the ONE THING that you ne ...
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Welcome to ”Total Convexity,” a weekly financial podcast that caters to professional finance individuals, high-net-worth investors, family offices, and other sophisticated financial professionals. Join our hosts, hedge-fund manager Jim Wang and Henrik Neuhaus, as they explore the interconnected world of global macroeconomics, central banks, and capital markets.
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Bowel and Bladder Matters Podcast

Coloplast Professional US

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The Bowel and Bladder Matters Podcast is brought to you by Coloplast® Professional. We believe clinician education related to ostomies and continence, as well as your professional growth and development, matters. Bowel and bladder issues impact the lives of those you care for. We are pleased to bring you more education about these conditions. Join us in conversations with thought leaders to gain insights about ostomies, continence and professional growth and development. Together, let’s expl ...
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StaffEng

David Noël-Romas (@davidnoelromas) and Alex Kessinger (@voidfiles)

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Conversations with software engineers who have progressed beyond the career level, into Staff levels and beyond. We discuss the areas of work that set Staff-plus level engineers apart from other individual contributors; things like setting technical direction, mentorship and sponsorship, providing engineering perspective to the org, etc.Hosted by David Noël-Romas (@davidnoelromas) and Alex Kessinger (@voidfiles).
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Welcome, Fellowers! Thanks for visiting and listening to The 138 Show w/ Bobby & Bobby! Two buddies/Bobbys talking truth. Deep chats about the things that matter. It may annoy, offend, and/or anger you. Choose Good, Pray, and Sleep! (Podcast/YouTube) #truth #flatearth #health #demiurge #prison #spirituality #religion #relationships #politics #lies #manipulation
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Davina McCall’s consultant neurosurgeon Kevin O’Neill gives a fascinating insight into the five-hour surgery he carried out on the TV star, navigating his way between the brain’s two hemispheres to successfully remove a rare colloidal cyst Davina nick-named ‘Jeffrey’. Kevin recounts the journey into the centre of Davina’s brain and recalls the mome…
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Progressive's Jeremy McKeown recently spoke with David Dredge of Convex Strategies in Singapore. David is widely regarded for his deep understanding of risk and for delivering his insights in a highly engaging and entertaining manner. He dedicates his time to analysing sources of risk and developing strategies designed to mitigate their impact. His…
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During 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 d…
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Richard Simon has been working with the Bermuda End to End for 20 years. He stopped by Irie 98 to share some of his favourite stories over the years and give us all the info you need for this year's event. The Convex End to End is taking place this year on May 3rd 2025. Register today online - https://bermudaendtoend.bm/…
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This week Progressive's Jeremy McKeown and Gareth Evans discuss a smorgasbord of newsflow...from trade deals to interest rate cuts (or lack of them) and the selection of Maro Itoje as captain of the Lions team. UK stocks discussed include ZOO Digital and Van Elle, and Jeremy describes the divergent outcomes for Alpha Group and Argentex...two paymen…
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The guest of this episode is Ben Holmes, a senior web developer and educator known for his whiteboard videos. After having spent most of his career building server-centric applications, Ben recently explored local-first software by building a simple sync engine which we talk through in-depth. Mentioned in podcast: Ben Holmes: Website + X + YouTube …
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Former Deputy Prime Minister Lord Prescott’s son David gives a very personal insight into his father – a giant of the Labour movement – revealing family stories and anecdotes from his life at Westminster. David was born two days after John became MP for Hull East, serving his constituents and the country for 40 years. Former Prime Ministers Sir Ton…
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Progressive's Jeremy McKeown and Gareth Evans discuss a slightly more normal week - Larry Fink and Jamie Dimon are talking up the UK market just as capital is being freed-up from the Mag Seven. The UK small-cap space is delivering strong performance from stocks able to deliver not-worsening performance...we discuss Watkin Jones, Sanderson Design Gr…
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Progressive's George O'Connor and Ian Robertson catch up on news and events affecting UK small and mid-cap tech. IBM’s figures get George pondering the differing paths with AI for software vs IT professional services. He highlights the Asian IT services area, where growth is notably better than in the EU or North America, before looking at results …
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Dianne Burgess, Programme Manager Learning & Development (Human Resources Department) & Aisha Jones, Senior Officer, Supervision (Insurance) at the Bermuda Monetary Authority stop by Irie 98 to discuss the BMA's Graduate Training Programme. Deadline to apply is June 15th for placement of successful candidates in November - visit https://www.bma.bm/…
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During 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 d…
  continue reading
 
This week, Progressive's Jeremy McKeown and Gareth Evans wonder whether there are signs of life... UK plc is perhaps "priced for failure" and recent share price moves suggest that even in-line performance (or only a small warning!) can lead to material upside. Severfield is a case in point, but this week has seen a number of examples. Jupiter and A…
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Progressive's Jeremy McKeown talks with Lawrence Lam, who invests globally in founder-led companies. Lawrence has run the Lumenary Global Founders Fund since 2017 and is the author of "The Founder Effect - The Three Pillars of Success in Founder-Led Companies." – A great read if you are trying to understand good long-term management decisions and h…
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Progressive's George O'Connor and Ian Robertson catch up on events in and around the UK small and mid-cap listed tech. Alphawave’s lack of guidance for 2025 is no great surprise, but in an industry as complex as semiconductors can anyone take forecasts seriously. Ensilica’s recent newsflow suggests not. We can, however, confidently predict that the…
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I 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…
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I 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…
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This week, Progressive's Jeremy McKeown and Gareth Evans consider the ongoing shocks to the global system - and wonder whether the UK (or UK plc at least) is unusually well positioned, as well as attractively priced. Although Trump's "shock and awe" has calmed this week, gold is rising, the dollar is falling and US government debt is highly volatil…
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This episode's guest is Sujay Jayakar, co-founder of Convex and early engineer at Dropbox. In this conversation, Sujay shares the story of how the sync engine powering Dropbox was initially built and later redesigned to address all sorts of distributed systems problems Mentioned in podcast: Sujay Jayakar: X + GitHub + Bluesky + Linkedin Convex Drop…
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David Seaman of Alpha Cygni Asset Management and a seasoned emerging markets investor joins Progressive's Jeremy McKeown for a fascinating discussion with Sean Peche, the manager of the Ranmore Global Equity Fund. Sean recounts how he honed his value investing credentials at Orbis after qualifying as an accountant in South Africa and before launchi…
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Things 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 …
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Things 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 …
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This week, Progressive's Jeremy McKeown and Gareth Evans talk less about tariffs and more about their impact on capital markets - bonds in particular. Jeremy makes the point that the USA is now experiencing a Brexit AND "Liz Truss" moment at the same time - resulting in a falling dollar and rising rates. Keep an eye on those two, and the gold price…
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George and Ian catch up on the jumble of news, both good and bad, for UK-listed tech. Pinewood.AI and Raspberry Pi deliver – although inventory build at Raspberry Pi is an issue that must be monitored. BIG Technologies and the broken small and mid-cap due diligence stack. Whilst there’s still an interesting business, there is a far more interesting…
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Jeremy and Gareth react to Donald Trump's tariff pronouncements - major downward moves in US equities, and increased risk of a US slowdown. But there is some hope that the UK could navigate these choppy waters cleverly - and even a small proportion of the capital currently being reallocated could make a huge difference to the UK markets. UK stock n…
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Progressive analysts George O'Connor and Ian Robertson catch up on small and mid-cap tech news.George has been looking at some resilient and upbeat news from smaller less well-known players SRT, Xaar and Microlise and is still recovering from the not too surprising news that Computacenter has not delivered its 20th year of earnings growth. Gamma re…
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DF Capital Holdings CEO, Carl D'Ammassa provides an overview of the group's results for the year ended 31 December 2024. Carl D'Ammassa, CEO 00:24 Introduction 02:10 FY24 Review 04:57 Strategy update 06:45 Looking ahead DF Capital was founded in 2016 to support the working capital needs of manufacturers and UK dealers. Today, having received full a…
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Crime reporter Martin Brunt has covered some of the biggest, shocking and most notorious crime stories in British history for Sky News over the last four decades. Still working in 24-hour breaking news, his book - No One Got Cracked Over the Head for No Reason – filled with previously undisclosed details and fascinating inside track is about to com…
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This week, Jeremy and Gareth discuss some home truths about the UK economy - Rachel Reeves has reassured bond investors for now, but the low-growth, stubborn-inflation structural problems persist. Ironically, Trump's erratic tariff-wielding tactics could drive capital AWAY from the USA, to the benefit of China, Germany and even the UK equity market…
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In this episode, Dr. Lewis discusses the difference between acute urinary retention and chronic urinary retention. Guest bio: Dr. Jennifer Lewis graduated from the DNP program at the University of Oklahoma in 2015. She received her MSN and FNP from Graceland University in 2011. Since that time, she has been practicing as a Nurse Practitioner in the…
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The guest of this episodeis Paul Butler, founder of Jamsocket and creator of the Y-Sweet project. This conversation will delve into building vs buying a sync engine and explore the various projects behind Jamsocket including Plane, Y-Sweet and ForeverVM. Mentioned in podcast: Paul Butler: Website + X Jamsocket Learn Yjs Y-Sweet Plane ForeverVM You …
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Inspired by the teachings of Mahatma Gandi, social reformer, author and Ted Talk speaker Robin Greenfield explains why and how he’s simplified his life - strand by strand - so others can simply live. 38-year-old Robin was on his way to his first million in his 20s, drove a new car, ran a marketing business in the States and was immersed in consumer…
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Headline grabbing Trump noise from Washington has died down but with concerns around tariffs, and issues in the Ukraine and the Middle East still not settled, Jeremy and Gareth discuss the common theme this week which has been central bankers and companies talking about trade related uncertainty. Overall the forecasts of GDP growth in the major eco…
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