PODCAST

In the Company of Mavericks

Jeremy McKeown

Conversations with people who dare to be different

business investing

All Episodes

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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1:06

COMING SOON - Balancing Risks Without Bonds with Tim...

In the Company of Mavericks ·

2024/08/20

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43:41

The Best Performing Small Cap Investor You've Never...

In the Company of Mavericks ·

2024/08/09

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 sector and, in 1998, left to set up Ennismore Fund Management with some very firm ideas about the type of investment firm they wanted to run.The main

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4:18

COMING SOON - The Best Performing Small Cap Investor...

In the Company of Mavericks ·

2024/08/05

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43:49

Uncle Jim's World of Bonds - with Jim Leaviss

In the Company of Mavericks ·

2024/07/09

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 just 10 minutes long and contains some real nuggets covering macroeconomics, financial markets, politics, and the long-term drivers impacting

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47:15

The Importance of Resilience with Simon Phillips of...

In the Company of Mavericks ·

2024/07/03

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 in business success. The development of a business supplying tooling and components to the global automotive industry is a testament to Simon’s

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1:11

COMING SOON - The Importance of Resilience with Simon...

In the Company of Mavericks ·

2024/06/27

This is a fascinating story of resilience, innovation, and raw entrepreneurialism. Simon’s journey is a powerful example of how adverse circumstances can be fertile ground for learning and growth. Living in China for 16 years, transforming CT from its tool-making roots into a global component supply business, Simon candidly discusses the challenges he faced and how he overcame them. Simon talks about the need to stay ahead by adopting AI and robotics. He says that CT went to China for its

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67:11

A Visit to the Desert Island Investor with Miles...

In the Company of Mavericks ·

2024/06/25

My friend Mark Atkinson invited me onto the Desert Island Investor podcast, where we chatted with Miles Adcock, the CEO of Concurrent Technologies. Mark introduced me to Miles in early 2023 where we spoke about the challenges of revitalising the defence electronics supplier amid component shortages. https://share.transistor.fm/s/58cdae19It was great catching up with Miles again, although the swim home was challenging.

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51:13

Market Capitulations & Narrative Shifts with Adam...

In the Company of Mavericks ·

2024/06/14

Back in March this year, David Seaman of Alpha Cygni Asset Management joined me for a conversation with Adam Rackley, the founder and fund manager at Cape Wrath Capital.Adam epitomises the philosophy of doing things differently when it comes to investing in UK equities. He has pursued his unique approach since founding Cape Wrath in 2016 using what he describes as a behavioural value strategy. He looks to identify market capitulation events and narrative shifts to cycle capital into shares

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1:25

COMING SOON - Capitulation Events & Narrative Shifts...

In the Company of Mavericks ·

2024/06/12

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46:35

The Changing Shape of the Defence Industry with Nick...

In the Company of Mavericks ·

2024/05/24

For this episode, I am joined by Tom Like, an analyst at Singer Capital Markets, for a conversation with Nick Prest, the Founder and Chairman of the defence services and technology company Cohort PLC. Prior to founding Cohort, Nick worked in the Ministry of Defence before joining United Scientific Holdings, later renamed Alvis. A few years later Nick became CEO. Alvis was eventually acquired by BAe, and Nick, along with several former Alvis colleagues, set up Cohort in 2006. With a market

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2:01

COMING SOON - The Changing Shape of the Defence...

In the Company of Mavericks ·

2024/05/21

A few weeks ago, Tom Like of Singer Capital Markets joined me for a fascinating conversation with Nick Prest, the Founder and Chairman of defence technology provider Cohort. Nick provides a wealth of anecdotes and knowledge of the defence industry, the geopolitics that drives it, and how it will likely change in the years ahead. Coming soon on all good podcast apps. Made possible by Progressive Equity Research

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54:59

This Time It's Different with Nigel Rogers and Ryan...

In the Company of Mavericks ·

2024/05/02

I sit on the Investment Committee of the AIM-listed Onward Opportunities investment fund managed by Dowgate Wealth. I have a personal investment in Onward. Dowgate Group owns 9.26% of Transense Technologies PLC, of which Onward Opportunities owns 6.96%. Last year, Onward's fund manager, Laurence Hulse, proposed an investment in Transense Technologies. My initial reaction could best be described as having a Victor Meldrew moment. Those with stock market memories may recall that Transense has

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2:12

TRAILER - This Time It's Different - Nigel Rogers &...

In the Company of Mavericks ·

2024/04/24

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22:37

BONUS EPISODE - The Market Call - Q1 Review with...

In the Company of Mavericks ·

2024/04/20

Please subscribe to the Weekly Market Call on your normal podcast app. For this week's Market Call Gareth and Jeremy are joined again by Scott Evans of the London Business School and the Deutsche Numis Equity Indices. Scott talks about market performance in Q1 2024. Where have markets come from, how have they performed in Q1, and where are they going? Bond yields have risen, inflation is sticky, and rates are higher for longer. Equities have had a good quarter, albeit the Magnificent Seven

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55:01

Adam Holland, MPAC CEO - The Packaging Automation...

In the Company of Mavericks ·

2024/04/07

In today’s episode, private investor and host of the Desert Island Investor Podcast Mark Atkinson rejoins me for a conversation with MPAC CEO Adam Holland. Mark’s professional background was in the paper and packaging industry. He has been a shareholder in MPAC since 2013 when it was known as Molins. Adam has enjoyed a varied engineering career, initially working in space technology, then with Rolls Royce and for JCB before joining MPAC initially as COO in 2021. He has a track record of

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40:46

Understanding Market Consciousness with Patrick...

In the Company of Mavericks ·

2024/03/08

For today’s episode, I am joined by former fund manager and author Patrick Schotanus. Patrick has extensive and varied experience analysing and investing in financial markets, culminating in 15 years of co-managing a large multi-asset fund. Throughout his career, Patrick has questioned the relevance of mainstream economics in understanding the reality of financial markets and investment management, and over recent years he has focused all his time developing what he calls The Market Mind

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45:08

Premium Chocolate & Value Investing with Angus...

In the Company of Mavericks ·

2024/02/16

For today’s episode, I am joined by David Seaman of Alpha Cygni Asset Management for a conversation with two mavericks, an entrepreneur and an investor. Angus Thirwell is the co-founder and CEO of Hotel Chocolat and was on Episode 4 in December 2021. Angus has just completed the sale of Hotel Chocolat to Mars for a value of £534m and has decided to roll most of his stake in the company into the Mars family structure as he sees an increased opportunity for the brand to grow under its new

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61:38

Doomberg - Energy is Life

In the Company of Mavericks ·

2024/01/27

In today’s episode, I am joined by energy blogger and author Doomberg for a conversation about the necessity of energy in our lives, how we take it for granted and the implications for our economies and our politics. Doomberg is a pen name and alias assuming the form of a green chicken online. Originally on Twitter and now on Substack, Doomberg has become the most popular financial newsletter on the platform. Doomberg explains why he has chosen to operate anonymously, helping him explore

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29:23

The Weekly Call - The Deutsche Numis Indices, macro...

In the Company of Mavericks ·

2024/01/21

Jeremy McKeown and Gareth Evans are joined by Scott Evans of the London Business School and co-compiler of the Deutsche Numis Market Indices to discuss the performance of mid and small-cap last year, over the long term, and what might be driving equity market performance in 2024. In addition, they mention updates from Concurrent Technologies and Gamma Communications from last week.

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In the Company of Mavericks

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