PODCAST

In the Company of Mavericks

Jeremy McKeown

Conversations with people who dare to be different

business investing

All Episodes

45:18

Contrarian Investing in UK Equities with Alyx Wood of...

In the Company of Mavericks ·

2025/11/21

A few weeks ago, friend of the pod, Mark Wharrier, and I were invited to the 6th-anniversary party for the fund manager, Kernow Asset Management. CEO Ed Hugo and CIO Alyx Wood have featured on previous episodes.But today, Mark and I chat with Alyx about his approach to the UK, why he finds it an attractive market with his active contrarian long-short strategy, and which ideas he is currently most interested in and invested in. We had a great discussion, with Mark sharing his valuable

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58:22

A Global Thematic Masterclass with Mark Farrington

In the Company of Mavericks ·

2025/11/15

I increasingly believe that to invest in today’s markets, one needs a macroeconomic framework. Pure momentum or valuation approaches are insufficient. I have been keen to talk with people who understand the macroeconomic and geopolitical landscape we operate in and have mental models for using these dynamics to increase the likelihood of identifying risk asymmetries. Two of my guests this year from the world of global thematic investing, David Dredge and Marvin Barth, both cited Mark

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2:28

COMING SOON - A Global Thematic Masterclass with Mark...

In the Company of Mavericks ·

2025/11/13

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50:53

Will the UK Sacrifice the North Sea to Net Zero? with...

In the Company of Mavericks ·

2025/11/11

As Keir Starmer and Ed Miliband return from COP30 in Brazil, I wanted to take a look at the UK’s energy policy amid a global backdrop suggesting the world is turning away from net-zero absolutism towards more human-centric policy options. The Overton window on energy policy is being pushed aside by the likes of Tony Blair, Bill Gates, and, significantly, by the lobbying interests of big technology, and resource nationalism is being reasserted. In the run-up to the next General Election, the

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3:05

COMING SOON - Will the UK Sacrifice the North Sea to...

In the Company of Mavericks ·

2025/11/09

As COP delegates use a road cut through the Amazon to attend a gathering of people who tell us we need to make sacrifices to protect the planet, the wider world is pivoting away from climate alarmism toward more human-centric policy choices. UK energy policy is becoming a critical political battleground ahead of the next election, and the North Sea hydrocarbon industry is a focal point. As Professor Sir Dieter Helm said this week in the Times, "Global climate change won’t be mitigated by

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44:12

Gold & Unstoppable Fiat Debasement with Dominic...

In the Company of Mavericks ·

2025/11/01

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 theories like the dollar debasement are just, well, conspiracy theories, right? This week I invited two long standing and respected sound money

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1:14

COMING SOON - Gold & Unstoppable Fiat Debasement with...

In the Company of Mavericks ·

2025/10/30

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 podcast apps. Brought to you by Progressive Equity

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42:56

Europe's Crisis of Competence with Doomberg & The...

In the Company of Mavericks ·

2025/10/24

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 experienced trade dispute lawyer and former policymaker in Berlin, the other a straight talking energy analyst and green chicken from his coop in

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1:55

COMING SOON - The Future of Europe with Doomberg &...

In the Company of Mavericks ·

2025/10/22

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, and how Europe is positioned in the emerging multipolar world order. I must warn you, they don't hold any punches. Full episode coming soon,

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44:48

Investing in Quality Compounders with Simon Young &...

In the Company of Mavericks ·

2025/10/17

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 businesses to compound? How can we identify their critical characteristics to improve our odds of buying them at a fair or even low valuation? I

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2:02

COMING SOON - Quality Compounders with Simon Young &...

In the Company of Mavericks ·

2025/10/15

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 their critical characteristics so that you can increase the odds of buying them at a fair or low valuation? I recently had the chance to speak

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40:19

Satire & Investing with Le Shrub

In the Company of Mavericks ·

2025/10/11

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 in understanding the stranger than fiction world we inhabit. Why it only makes sense when you realise it is all nonsense … and how his fictional

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2:25

COMING SOON - Don't Worry, it's a Good Bubble with Le...

In the Company of Mavericks ·

2025/10/09

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 with satire and memes, as he says, nothing makes sense until you accept it's all nonsense. Dull episode dropping soon on all good podcast apps. Please make sure you're subscribed.

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63:58

Global Entropy & Common Derangements with Marvin Barth

In the Company of Mavericks ·

2025/10/06

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 has a well-informed and holistic view of the world and its core drivers, which should be interesting to everyone, but particularly those of us

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2:26

COMING SOON - Global Entropy & Common Derangements...

In the Company of Mavericks ·

2025/10/04

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.

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64:11

Doom Loops, Dumb Taxes & Trump's Tariffs with...

In the Company of Mavericks ·

2025/09/20

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 traditional media's misdirection and spin. Catherine has over thirty years of experience in financial markets, as a member of the UK’s Trade &

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2:37

COMING SOON - Doom Loops, Dumb Taxes & Trump's...

In the Company of Mavericks ·

2025/09/17

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51:12

Does Britain Need a Milei? with Simon French & Robert...

In the Company of Mavericks ·

2025/09/07

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 serious is this idea? Is it realistic to expect the UK electorate to vote for such drastic economic reform? Do our politicians really

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1:37

COMING SOON - Does Britain Need a Milei? with Simon...

In the Company of Mavericks ·

2025/09/04

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 serious is this idea? Is it realistic to expect the UK electorate to vote for such drastic economic reform? Do our politicians really

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39:26

Net Zero, Propaganda & The Future of Europe with The...

In the Company of Mavericks ·

2025/08/29

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, and the collision between regulation and reality.”The man behind this blog holds a PhD in international economic law, with a background in World

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In the Company of Mavericks

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