PODCAST

In the Company of Mavericks

Jeremy McKeown

Conversations with people who dare to be different

business investing

All Episodes

1:18

COMING SOON - Net Zero, Propaganda & The Future of...

In the Company of Mavericks ·

2025/08/27

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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47:48

Investing in China with Rufus Frazier of Variis Partners

In the Company of Mavericks ·

2025/08/07

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 available anywhere in the world. In a fascinating discussion, we cover the macro backdrop to China and the perceived risks, such as the Taiwan

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45:30

Wealth Management for the Bitcoin Curious with...

In the Company of Mavericks ·

2025/07/11

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, providing actionable model portfolios that cover equities, bonds, commodities, and other alternative assets. Having discovered gold in the early

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1:01

COMING SOON - Wealth Management for the Bitcoin...

In the Company of Mavericks ·

2025/07/08

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60:41

Why Aren't There More Boutique Fund Managers? with...

In the Company of Mavericks ·

2025/06/27

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 developing an emerging markets strategy aimed largely at US endowments. The Variis CIO, Leila Cardouche, in an episode from October last year,

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1:48

COMING SOON - Why Aren't There More Boutique Fund...

In the Company of Mavericks ·

2025/06/24

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49:33

Energy, Populism & War with Doomberg

In the Company of Mavericks ·

2025/06/01

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, politics, and global trade and conflict. And I was keen to catch up. Doomberg utilises his expertise in understanding our fundamental and complex

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1:52

COMING SOON - Energy, Populism & War with Doomberg

In the Company of Mavericks ·

2025/05/31

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52:54

Bitcoin is Inevitable - What's The Problem? with Joe...

In the Company of Mavericks ·

2025/05/21

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 of their choice. Joe chose Bitcoin; it was his passion and his specialist subject.However, it's a big subject and he didn’t know where to

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1:44

COMING SOON - Bitcoin is Inevitable - What's The...

In the Company of Mavericks ·

2025/05/18

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 topic of their choice. Joe chose Bitcoin, it was his passion and his specialist subject.However, it's a big subject and he didn’t know where to

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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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In the Company of Mavericks

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