PODCAST

In the Company of Mavericks

Jeremy McKeown

Conversations with people who dare to be different

business investing

All Episodes

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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13:23

The Market Call - What spooked the Fed? Christmas...

In the Company of Mavericks ·

2024/01/14

Jeremy McKeown & Gareth Evans discuss the macro drivers behind this week's equity markets and some company updates that caught their attention. Companies mentioned this week include UK housebuilders, M&S, Marks Electrical, Sosander and Xaar.

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17:50

Introducing - The Market Call a podcast covering...

In the Company of Mavericks ·

2024/01/08

Jeremy McKeown and Gareth Evans discuss the main market trends from last year and the outlook for 2024. They discuss the October pivot on rate expectations, the rise of the Magnificent Seven AI wonder stocks, the outlook for Chinese and UK equities, and will a recovery in China be inflationary or deflationary. Will Trump win the US election, and what are the market implications? What about the UK? Can it be the best-performing market in 2024?Please press SUBSCRIBE so as not to miss future

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39:42

Tony Brewer of Likewise Group - A life in carpets

In the Company of Mavericks ·

2023/12/15

Tony Brewer of Likewise Group Guest co-host James Wilson of Phoenix Asset Management, manager of the Huginn Fund. A few weeks ago, James Wilson of Phoenix Asset Management joined me for a conversation with Tony Brewer, the founder and CEO of Likewise Group. James had talked about Tony and his investment in AIM-listed Likewise on a previous episode, and I had been keen to get Tony on ever since. Tony has spent his entire adult life in the floor coverings business developing Headlam from

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1:50

COMING SOON - Tony Brewer of Likewise - A life in...

In the Company of Mavericks ·

2023/12/12

Tony Brewer of Likewise Group Guest co-host James Wilson of Phoenix Asset Management, manager of the Huginn Fund. Have you ever wondered why small independent carpet shops can survive competing against the major multiple retailers?In a previous episode, James Wilson of Phoenix Asset Management talked about Tony Brewer previously of Headlam and now the founder and CEO of AIM-listed Likewise. Coming soon I am rejoined by James for a fascinating chat with Tony, about his life in carpets. This

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44:53

Nils Gornall of DP Poland - The Sport of Delivered Pizza

In the Company of Mavericks ·

2023/11/25

For this episode, I am joined by Gareth Evans, the founder and CEO of Progressive Equity Research for a conversation with Nils Gornall, the CEO of DP Poland, and a veteran Domino's Pizza operator. Nils started as a pizza maker at the age of 15 and opened his first franchised store in Perth, Western Australia, just before his 22nd birthday. It is fair to say Nils has pizza in his blood and gives us a masterclass in what makes a delivered pizza shop work and how to develop a winning

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1:12

COMING SOON - Nils Gornall of DP Poland - A TRAILER

In the Company of Mavericks ·

2023/11/23

We had a great time chatting with Nils Gornall the CEO of DP Poland, a couple of weeks ago. This episode, dropping soon is a masterclass on how to run a delivered pizza shop and what makes Domino's Pizza a global success story.

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53:12

Why Invest in the UK? Simon French, Alyx Wood &...

In the Company of Mavericks ·

2023/11/03

Earlier this year, in Episode 15, I spoke to Laurence Hulse and Alyx Wood about investing in the UK equity market from the perspectives of two UK-focused professional investors with distinctive strategies. On October 17th, I got Laurie and Alyx back together with Simon French, Chief Economist and Head of Research at City stockbroker Panmure Gordon, to ask the question, Why Invest in the UK? It was a great conversation on a live topic of interest for investors and one I hope to return

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0:32

TRAILER - Why Invest in the UK? with Simon French,...

In the Company of Mavericks ·

2023/10/30

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48:23

Edward Ziff of Town Centre Securities

In the Company of Mavericks ·

2023/10/18

This episode was recorded on September 21, 2023. For today’s episode, I am joined by the private investor and host of the Desert Island Investor podcast, Mark Atkinson, for a conversation with the Chairman and CEO of Town Centre Securities, Edward Ziff. Edward is the second-generation custodian of the family business with a rich history largely centred on the City of Leeds. Edward talks candidly about the challenges of managing a small listed real estate company in which his family holds a

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51:21

Alasdair Haynes of Aquis Exchange - a catch up

In the Company of Mavericks ·

2023/10/01

This episode is made possible by Progressive Equity Research, providing freely available engaging research & opportunities to hear from a wide range of small & mid-cap UK-listed companies.This is a catch-up with Alasdair Haynes, founder and CEO of Aquis Exchange. He last appeared in Episode 3 in November 2021, and much has changed in the meantime. Aquis has continued to grow and is now ten years old. Alasdair has been at the forefront of innovation in stock market technology for

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19:05

Sukh Chamdal of Cake Box - a catch-up

In the Company of Mavericks ·

2023/05/26

This episode is made possible by Progressive Equity Research, providing freely available engaging research & opportunities to hear from a wide range of small & mid-cap UK-listed companies.For today’s episode, I am rejoined by Sukh Chamdal, the founder and CEO of AIM-listed Cake Box. For background on Sukh and Cake Box, you should listen to episode 2 from November 2021, where Sukh talked about the formation of Cake Box as a retailer of egg-free celebration cakes and growth via a

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