PODCAST

In the Company of Mavericks

Jeremy McKeown

Conversations with people who dare to be different

business investing

All Episodes

60:51

Uncertainty, Volatility & Risk with David Dredge of...

In the Company of Mavericks ·

2025/05/01

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 delivers his great insights in a highly entertaining way. He spends his time immersed in understanding sources of risk and developing strategies

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1:49

COMING SOON - Uncertainty, Volatility & Risk with...

In the Company of Mavericks ·

2025/04/28

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39:49

Investing in the Founder Effect - Lawrence Lam of The...

In the Company of Mavericks ·

2025/04/21

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 mindful of capital preservation and the value of staying in the game for the benefit of future generations. Investing to capture the

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1:57

COMING SOON - Investing in the Founder Effect -...

In the Company of Mavericks ·

2025/04/19

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43:14

Value Investing in a Changing World with Sean Peche...

In the Company of Mavericks ·

2025/04/13

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 I was keen to host this episode.David Seaman of Alpha Cygni Asset Management and a seasoned emerging markets investor joins me for a fascinating

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1:30

COMING SOON - Value Investing in a Changing World...

In the Company of Mavericks ·

2025/04/11

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 I was keen to host this episode today.David Seaman of Alpha Cygni Asset Management and a seasoned emerging markets investor joins me for a

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47:59

Javier Milei: The Maverick President - with Robert...

In the Company of Mavericks ·

2024/12/26

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 useless parasites who had never worked and thought only of self-enrichment. He assured his electorate that he would

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51:06

Long Short Equity Management with Richard Stuckey of...

In the Company of Mavericks ·

2024/12/13

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 Smaller Companies Fund, about managing such a strategy in smaller global companies. In this fascinating chat, Richard discusses different approaches to shorting equities and how they involve different approaches to risk management at the stock and portfolio levels

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42:49

Betting, Investing & Understanding Risk with Mark...

In the Company of Mavericks ·

2024/11/29

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 company, later acquiring US-facing Paradise Poker.Things changed suddenly in the US online gambling market in

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30:55

Gold or Bitcoin? with Dominic Frisby of The Flying...

In the Company of Mavericks ·

2024/11/07

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 Bitcoin ten years ago. I wanted to get his view on the role of real assets in investment portfolios and how investors

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0:56

COMING SOON - Gold or Bitcoin? with Dominic Frisby of...

In the Company of Mavericks ·

2024/11/03

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50:20

Navigating Emerging Markets with Leila Kardouche of...

In the Company of Mavericks ·

2024/10/24

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 been signs that Emerging Markets might be re-emerging. This year, there have been signs that the dollar’s

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1:47

COMING SOON - Navigating Emerging Markets with Leila...

In the Company of Mavericks ·

2024/10/21

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55:59

Beating the Fade with Alex Sweet of Sweet Stocks

In the Company of Mavericks ·

2024/10/03

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 weekly publication cadence also meant it was the work of a highly experienced and disciplined analyst. A few weeks

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1:24

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

In the Company of Mavericks ·

2024/09/30

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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54:25

Juggling Hand Grenades with Duncan MacInnes of The...

In the Company of Mavericks ·

2024/09/20

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 delivering consistent positive returns regardless of how financial markets perform with the ambition to protect and

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1:09

COMING SOON - Macro Informed Value Investing with...

In the Company of Mavericks ·

2024/09/15

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 nearer the top than the bottom of the current equity market cycle.Made possible by Progressive Equity

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49:26

AI on the Ocean & AIM with Ami Daniel of Windward

In the Company of Mavericks ·

2024/09/06

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 software solutions. It helps governments and businesses track, manage, comply with, and protect maritime assets

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1:13

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

In the Company of Mavericks ·

2024/08/31

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 become a multiple hundred-million-dollar revenue "rule of 40 company." Please subscribe so that you don't miss

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39:20

Balancing Risks Without Bonds with Tim Price of Price...

In the Company of Mavericks ·

2024/08/23

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. Tim has developed this approach based on extensive reading in economics, history, finance, and investing. In this

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In the Company of Mavericks

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