Best Macro Investment Business Entrepreneur Disruptive Different Podcasts (2025)

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Gold & Unstoppable Fiat Debasement with Dominic Frisby & Tim Price 44:12

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1d ago44:12

44:12

What’s happening to gold? Is the so-called debasement trade over? Have we just seen another FOMO driven momentum bubble hit a blowout top? Is that it for another decade? Of course, a bubble is a bull market that we are not involved in, and from the outside, the recent frenzy over gold is just another case of market hysteria, right? Conspiracy theor…

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COMING SOON - Gold & Unstoppable Fiat Debasement with Dominic Frisby & Tim Price 1:14

3d ago1:14

1:14

Earlier this week, I chatted with Dominic Frisby of the Flying Frisby and Tim Price of Price Value Partners to talk about gold and related issues. I asked them: Is the fiat debasement inevitable? Should we be buying the dip in precious metals prices? And much, much more .... Don't miss it. Make sure you are subscribed, dropping soon on all good pod…

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Europe's Crisis of Competence with Doomberg & The Brawl Street Journal 42:56

9d ago42:56

42:56

Two of my favourite Substackers, Doomberg and The Brawl Street Journal, have recently written about the future of Europe and its predicament in a rapidly changing world. And from their differing perspectives, they both agreed that it is not good. So, earlier this week I brought them together to share their views, one from the perspective of an expe…

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COMING SOON - The Future of Europe with Doomberg & The Brawl Street Journal 1:55

11d ago1:55

1:55

Doomberg and The Brawl Street Journal have published pieces recently about the economic, political and financial predicament of Europe and the EU in our rapidly changing geopolitical landscape. Both argue that it doesn't look good. So, earlier this week, I brought them together to share their views. We discussed how we got here, the main factors, a…

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Investing in Quality Compounders with Simon Young & Mark Wharrier 44:48

16d ago44:48

44:48

Have you ever wondered why some equities earn the special designation of quality compounder? It sounds easy when you read about Charlie Munger or Nick Sleep buying Costco and holding it forever. But everyone now knows the Costco story and how great it is. We can buy that great business, but we risk paying the wrong price. So, what enables such busi…

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COMING SOON - Quality Compounders with Simon Young & Mark Wharrier 2:02

18d ago2:02

2:02

Ever wondered why some equities get that special tag of quality compounder? It sounds easy when you read about Charlie Munger or Nick Sleep buying Costco and holding it forever. But everyone knows the Costco story and how great it is. You risk buying a great business at the wrong price. What enables such businesses to compound? How can you identify…

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Satire & Investing with Le Shrub 40:19

22d ago40:19

40:19

It was a true pleasure last week to chat to the meme trader, parody hedge fund manager and Shrubstack author himself, Le Shrub. Le Shrub uses humour and parody to highlight opportunities and turning points in financial markets, which he brings to life for his followers on his Reminiscences of a Shrub Operator website. We discuss the role of satire …

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COMING SOON - Don't Worry, it's a Good Bubble with Le Shrub 2:25

24d ago2:25

2:25

It was a great pleasure and a lot of fun to catch up with the master meme trader, the Eurotrash hedge fund parody investor himself, Le Shrub. Learn how he understands the world through satire and memes, as he says, 'nothing makes sense until you accept it's all nonsense.' Full episode dropping soon on all good podcast apps. Please make sure you're …

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Global Entropy & Common Derangements with Marvin Barth 1:03:58

27d ago1:03:58

1:03:58

Last week I had a conversation with Marvin Barth, author of the Thematic Markets and Seriously, Marvin?! Substacks. Marvin is what I would call an evolved policy wonk. A PhD economist, Marvin’s career includes working for The Federal Reserve, the Bank for International Settlements, the US Treasury Department and several major Wall Street banks. He …

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COMING SOON - Global Entropy & Common Derangements with Marvin Barth 2:26

29d ago2:26

2:26

Last week I was joined by economist and Substack author Marvin Barth for a chat about his work about Global Entropy as a way of thinking about our increasingly chaotic world. Coming soon, please subscribe.By Jeremy McKeown

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Doom Loops, Dumb Taxes & Trump's Tariffs with Catherine McBride 1:04:11

1M ago1:04:11

1:04:11

A couple of weeks ago, I was joined by Catherine McBride, OBE, to talk about her work and, in particular, her recent Substack series on the UK’s Doom Loops, Debt Spirals and Dumb Taxes. Catherine is an expert in trade policy, taxation, commodities, agriculture, Brexit, and financial services regulation. She writes to offer a new perspective on trad…

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COMING SOON - Doom Loops, Dumb Taxes & Trump's Tariffs with Catherine McBride 2:37

2M ago2:37

2:37

A couple of weeks ago, I was joined by Catherine McBride, OBE, to talk about her work and, in particular, her recent Substack series on the UK’s Doom Loops, Debt Spirals and Dumb Taxes. Catherine is an expert in trade policy, taxation, commodities, agriculture, Brexit, and financial services regulation. She writes to offer a new perspective on trad…

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Does Britain Need a Milei? with Simon French & Robert Marstrand 51:12

2M ago51:12

51:12

Recently, Head of Research at Panmure Liberum, Times columnist and friend of the podcast, Simon French, wrote an article in which he asked, Can Kemi Badenoch sell Mileinomics in Britain? This was after the Conservative leader had said that she saw Argentina’s Javier Milei as her “template for government.” An interesting thought experiment, but how …

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COMING SOON - Does Britain Need a Milei? with Simon French & Robert Marstrand 1:37

2M ago1:37

1:37

Recently, Head of Research at Panmure Liberum, Times columnist and friend of the podcast, Simon French wrote an article in which he asked, Can Kemi Badenoch sell Mileinomics in Britain? This was after the Conservative leader had said that she saw Argentina’s Javier Milei as her “template for government.” An interesting thought experiment, but how s…

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Net Zero, Propaganda & The Future of Europe with The Brawl Street Journal 39:26

2M ago39:26

39:26

I am spending an increasing amount of time on Substack. It features some excellent content and a diverse range of perspectives. Something that is valuable for any investor seeking non-consensus views and opinions. A recent favourite of mine has been The Brawl Street Journal, a source that posts on “second-order thinking on Europe’s markets, energy,…

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COMING SOON - Net Zero, Propaganda & The Future of Europe with The Brawl Street Journal 1:18

2M ago1:18

1:18

I am spending an increasing amount of time on Substack. It features some excellent content and a diverse range of perspectives. Something that is valuable for any investor seeking non-consensus views and opinions. A recent favourite of mine has been The Brawl Street Journal, a source that posts on “second-order thinking on Europe’s markets, energy,…

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Investing in China with Rufus Frazier of Variis Partners 47:48

3M ago47:48

47:48

Is China investable? If so, how do you go about it? What are the basic ground rules? Recently, I spoke to an American fund manager living in the UK whose life has been intertwined with China since he was a young boy. Rufus Frazier has a long career investing in emerging markets, and he believes China offers some of the best investment opportunities…

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Wealth Management for the Bitcoin Curious with Charlie Morris 45:30

4M ago45:30

45:30

Charlie Morris is an investor, entrepreneur, and advocate for hard assets. Charlie has 27 years of experience in fund management, with a reputation for actively managing multi-asset portfolios. Charlie was previously the Head of Absolute Return at HSBC Global Asset Management, where he managed $3bn of assets. He writes research for private clients,…

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COMING SOON - Wealth Management for the Bitcoin Curious with Charlie Morris of Bytree 1:01

4M ago1:01

1:01

Charlie Morris is an investor, entrepreneur, and advocate for hard assets. Charlie has 27 years of experience in fund management, with a reputation for actively managing multi-asset portfolios. Charlie was previously the Head of Absolute Return at HSBC Global Asset Management, where he managed $3bn of assets. He writes research for private clients,…

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Why Aren't There More Boutique Fund Managers? with Jamie Carter, Ed Hugo & Jackson Wray 1:00:41

4M ago1:00:41

1:00:41

Back 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 developi…

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COMING SOON - Why Aren't There More Boutique Fund Managers? with Jamie Carter, Ed Hugo and Jackson Wray 1:48

4M ago1:48

1:48

Back 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 developi…

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Energy, Populism & War with Doomberg 49:33

5M ago49:33

49:33

I 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, politi…

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COMING SOON - Energy, Populism & War with Doomberg 1:52

5M ago1:52

1:52

I 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, politi…

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Bitcoin is Inevitable - What's The Problem? with Joe Bryan 52:54

6M ago52:54

52:54

Joe 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 …

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COMING SOON - Bitcoin is Inevitable - What's The Problem? with Joe Bryan 1:44

6M ago1:44

1:44

Joe 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 topi…

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Uncertainty, Volatility & Risk with David Dredge of Convex Strategies 1:00:51

6M ago1:00:51

1:00:51

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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COMING SOON - Uncertainty, Volatility & Risk with David Dredge of Convex Strategies 1:49

6M ago1:49

1:49

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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Investing in the Founder Effect - Lawrence Lam of The Lumenary Global Founders Fund 39:49

7M ago39:49

39:49

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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COMING SOON - Investing in the Founder Effect - Lawrence Lam of The Lumenary Global Founders Fund 1:57

7M ago1:57

1:57

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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Value Investing in a Changing World with Sean Peche of The Ranmore Global Equity Fund 43:14

7M ago43:14

43:14

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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COMING SOON - Value Investing in a Changing World with Sean Peche of The Ranmore Global Equity Fund 1:30

7M ago1:30

1:30

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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Javier Milei: The Maverick President - with Robert Marstrand 47:59

10M ago47:59

47:59

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, deno…

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Long Short Equity Management with Richard Stuckey of Ennismore 51:06

11M ago51:06

51:06

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 diff…

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Betting, Investing & Understanding Risk with Mark Blandford, Founder of Sporting Bet 42:49

11M ago42:49

42:49

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 Spor…

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Gold or Bitcoin? with Dominic Frisby of The Flying Frisby 30:55

12M ago30:55

30:55

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, writi…

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COMING SOON - Gold or Bitcoin? with Dominic Frisby of The Flying Frisby 0:56

12M ago0:56

0:56

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, writi…

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Navigating Emerging Markets with Leila Kardouche of Variis Partners 50:20

1y ago50:20

50:20

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 …

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COMING SOON - Navigating Emerging Markets with Leila Kardouche of Variis Partners 1:47

1y ago1:47

1:47

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 …

1
Beating the Fade with Alex Sweet of Sweet Stocks 55:59

1y ago55:59

55:59

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 …

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COMING SOON - Beating the Fade with Alex Sweet of Sweet Stocks 1:24

1y ago1:24

1:24

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…

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Juggling Hand Grenades with Duncan MacInnes of The Ruffer Investment Company 54:25

1y ago54:25

54:25

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 compa…

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COMING SOON - Macro Informed Value Investing with Duncan MacInnes of The Ruffer Investment Company 1:09

1y ago1:09

1:09

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 dr…

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AI on the Ocean & AIM with Ami Daniel of Windward 49:26

1y ago49:26

49:26

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 compa…

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COMING SOON - AI on the Ocean & AIM with Ami Daniel of Windward 1:13

1y ago1:13

1:13

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…

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Balancing Risks Without Bonds with Tim Price of Price Value Partners 39:20

1y ago39:20

39:20

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 differentiat…

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COMING SOON - Balancing Risks Without Bonds with Tim Price of Price Value Partners 1:06

1y ago1:06

1:06

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 differentiat…

1
The Best Performing Small Cap Investor You've Never Heard Of - with Geoff Oldfield of Ennismore Fund Management 43:41

1y ago43:41

43:41

In 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 secto…

1
COMING SOON - The Best Performing Small Cap Investor You've Never Heard Of - with Geoff Oldfield of Ennismore Fund Management 4:18

1y ago4:18

4:18

In 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 secto…

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Uncle Jim's World of Bonds - with Jim Leaviss 43:49

1+ y ago43:49

43:49

For 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…

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The Importance of Resilience with Simon Phillips of CT Automotive 47:15

1+ y ago47:15

47:15

In 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 …