PODCAST

In the Company of Mavericks

Jeremy McKeown

Conversations with people who dare to be different

business investing

All Episodes

51:33

Five Stages of Empire, WWIII & Surviving Hegemonic...

In the Company of Mavericks ·

2026/03/24

In The Company of Mavericks | David Murrin on World War III, The Five Stages of Empire, and Surviving the Global Power ShiftHost: Jeremy McKeown Guest: David Murrin (Geopolitical Forecaster and Author) Release Date: March 26th, 2026.Join host Jeremy McKeown on In the Company of Mavericks for a riveting conversation with geopolitical expert David Murrin. Discover why Murrin believes World War III has already begun, the inevitable clash between a declining America and an ascending China, and

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1:50

COMING SOON - Five Stages of Empire, WWIII &...

In the Company of Mavericks ·

2026/03/22

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49:38

Navigating the Crashing Waves of History with Michael...

In the Company of Mavericks ·

2026/03/20

Michael Every on Geopolitics, Wave Theories, and the De-Financialisation of the WestIn this episode of In the Company of Mavericks, we are joined by Michael Every, Global Strategist at Rabobank, for a deep dive into the chaos of our current geopolitical and macroeconomic landscape. With over two decades of experience as an economist and strategist—including senior roles at Silk Road Associates, the Royal Bank of Canada, and Dun & Bradstreet—Michael brings a highly differentiated

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1:17

COMING SOON - Navigating the Crashing Waves of...

In the Company of Mavericks ·

2026/03/18

COMING SOON BE SURE TO SUBSCRIBE VIA YOUR PODCAST APP OR ON SUBSTACK Michael Every on Geopolitics, Wave Theories, and the De-Financialisation of the WestIn this episode of In the Company of Mavericks, we are joined by Michael Every, Global Strategist at Rabobank, for a deep dive into the chaos of our current geopolitical and macroeconomic landscape. With over two decades of experience as an economist and strategist—including senior roles at Silk Road Associates, the Royal Bank of Canada,

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45:49

Substack, War, Geopolitics & Hard Asset Investing...

In the Company of Mavericks ·

2026/03/11

The Strategic Importance of the Garcia ViewpointHaving advised six U.S. presidents, Charlie offers insights into the current Middle East crisis that are not merely speculative; they are informed by decades spent at the levers of power. This proximity grants him a "strategic map" allowing him to see through the fog of the US/Israeli bombing of Iran to identify the underlying structural shifts in the global order. For the investor, this episode serves as a masterclass in how kinetic warfare

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1:39

COMING SOON - Substack, Journalism, War & Hard Assets...

In the Company of Mavericks ·

2026/03/09

Last week, I was due to host a joint episode with Doomberg and Charlie Garcia, but diaries conspired against it. However, I got to do two recordings of influential Substackers covering global events and their implications: one through an energy lens, and the other, crafting a line of journalism that reminds me of the great PJ O'Rourke. Capital Mischief is an ambitious investment Substack project from a man who served six US Presidents, was decorated by US military intelligence, is an

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44:47

WW3, Energy, Markets & Politics with Doomberg - Iran...

In the Company of Mavericks ·

2026/03/05

In this timely episode, I chat with the internet’s favourite financial avian—Doomberg—to unpack the escalating chaos in the Middle East and its profound impact on global energy markets. Recorded on Tuesday, March 3rd, as the fog of war deepens, we dive into why oil prices are spiking and how the world’s reliance on fossil fuels is shaping modern warfare.Doomberg delivers his signature "no-holds-barred" analysis from "fly-over country," using his unique mental models to strip away the

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41:36

Finding Wonder Stocks with Jamie Ward - Compounding,...

In the Company of Mavericks ·

2026/03/05

Finding Wonder Stocks with Jamie Ward - Compounding, Nick Sleep, and the Parasite of Passive InvestingHow do you find the next "supernormal" company in a world of radical uncertainty? In this episode, we sit down with Jamie Ward, author of the Wonder Stocks newsletter and a mathematician-turned-investor who survived the Global Financial Crisis.Jamie shares his framework for identifying stocks capable of 20% compound growth and discusses the profound influence of Nick Sleep (Nomad Capital)

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1:41

COMING SOON - Finding Wonder Stocks with Jamie Ward

In the Company of Mavericks ·

2026/03/03

I recently chatted to Substacker, investment writer and investor, Jamie Ward.Jamie writes the Wonder Stocks newsletter with a focus on identifying compounding supernormal growth stocks, and he shares his thoughts on how to find these stocks. He also discusses the damaging impact of passive investing on the stock-picking process. Full episode to drop soon. Be sure to subscribe.

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51:32

Supply is Measurable, Demand is Storytelling & Why...

In the Company of Mavericks ·

2026/02/26

Are we over-indexed on the "Digital Masters of the Universe" while starving the physical supply chains that underpin national security?In this episode, we dive into why global capital might be facing the wrong direction. We’re joined by Django Davidson, Partner and Portfolio Manager at Hosking Partners, to explore the Capital Cycle Theory—an investment framework made famous by Marathon Asset Management and financial historian Edward Chancellor.While most of Wall Street obsesses over

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2:00

COMING SOON - Supply is Measurable, Demand is...

In the Company of Mavericks ·

2026/02/22

Supply is Measurable, Demand is Storytelling - Capital Cycle Investing with Django Davidson of Hosking Partners. In his legendary book Capital Account, Chancellor said that: Over the long run, it is a company’s return on capital, not changes in quarterly earnings, which primarily determines the direction of its share price. The return on capital of any company is largely subject to the state of competition within its industry. Simple stuff, but this process happens in cycles; capital is

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37:41

Gold, Silver & Bitcoin - Is The Debasement Trade...

In the Company of Mavericks ·

2026/02/19

The monetary metals, gold and silver and so-called digital gold, or Bitcoin, have had an unusual few months. As recently as September last year, the gold price was $3,500/oz, silver was $40/oz, and a Bitcoin was priced at around $110,000. Since then Gold rose by over 50% to $5,400 / oz before correcting to $5,000 / oz or up 40%; silver rose nearly 200% to $115 / oz before correcting to $80/oz up 90% and while all this was going on the price of Bitcoin more than halved peak to trough

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1:02

COMING SOON - Gold, Silver & Bitcoin WTF Now? with...

In the Company of Mavericks ·

2026/02/15

Last week, I spoke with two longstanding advocates of outside money and the debasement trade: wealth manager Charlie Morris, the founder of the BOLD (Bitcoin and gold fund) and author, Substacker and all-round renaissance man, Dominic Frisby.My question to them was: WTF is happening to gold, silver, and Bitcoin, and following their extraordinary price actions over recent months, where to now? Please subscribe to ITCOM, where you listen to your podcasts, so you don't miss the full episode

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56:45

Politics & Markets with Roger Lee

In the Company of Mavericks ·

2026/02/11

Davos Man, The Revelation & Capital RotationFor this episode, I chat with Roger Lee, Head of Equity Strategy at Cavendish and a City veteran with almost 30 years in the equity market. Roger started his broking career with Cazenove, then worked at HSBC James Capel, JPMorgan, Deutsche Bank, and, most recently, as Head of UK Equity Strategy at Investec. Roger is a Fellow of the Institute of Chartered Accountants, a Physics graduate and a frustrated Politician.For this discussion, I

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1:32

COMING SOON - Politics & Markets with Roger Lee

In the Company of Mavericks ·

2026/02/08

I spoke last week with Roger Lee, Market Strategist at London broker, Cavendish.We had a great conversation, sharing views on how politics have impacted markets over the span of our professional careers. Particularly we discuss how we are in revelationary era for Davos Man, the global elite and the interests of the ordinary man. And how the West can no longer afford the cost of the state. Roger talks about his ideas of how Trump's policy volatility and the impact of the AI card cycle has

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41:41

Simple But Not Easy with Richard Oldfield

In the Company of Mavericks ·

2026/02/05

Simple But Not Easy– The Investment Wisdom of Richard OldfieldRichard Oldfield, Founder of Oldfield Partners and author of Simple But Not Easy. We discuss the psychology of value investing, the structural flaws of modern asset management, and the challenges of navigating the bifurcated markets of the mid-2020s.Episode OverviewIn this episode, veteran investor Richard Oldfield debunks myths about the finance industry, arguing that successful investing is "simple but not easy." Drawing on

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1:50

COMING SOON - Investing is Simple But Not Easy with...

In the Company of Mavericks ·

2026/01/31

A preview of the upcoming episode of In the Company of Mavericks, Simple But Not Easy with Richard Oldfield. Hosted by Jeremy McKeown, this podcast series delivers conversations with people who dare to be different. Listen to this trailer and follow now to catch the full release and other exciting content on its way to your ears.

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55:55

The Future Will Be Tokenised with Steve Whyman, Ian...

In the Company of Mavericks ·

2026/01/29

In this episode, we move beyond the typical hype surrounding cryptocurrency and digital assets to dissect the plumbing of the global financial system. To do this, we have a panel of industry insiders:You will hear from Steve Whyman, who previously ran Fidelity International’s debt capital markets business, where he built their investment thesis for digital assets from scratch. Joining him is Ian Hunt, a 40-year veteran of the buy-side who designed the very first ledger for a tokenised fund

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1:57

COMING SOON - The Future Will Be Tokenised

In the Company of Mavericks ·

2026/01/24

Coming soon, we explore how tokenisation is set to revolutionise the global economy.Joined by "friend of the pod" Marvin Barth of Seriously, Marvin? and Thematic Markets, we chat with digital assets specialists Dr Ian Hunt and Steve Whyman. We expose the "absurd" complexity and cost added by traditional intermediaries in the financial sector. Discover how blockchain technology acts as the ultimate disintermediator, democratising access to markets by allowing individuals to invest mere

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41:20

Silver Confiscation, National Capitalism & the West’s...

In the Company of Mavericks ·

2026/01/22

Is silver's price spike a bubble, or an early warning of government confiscation for AI data centres and military needs? Craig Tindale, Australian investor and essayist, argues the West has lost touch with the physical economy — and national capitalism is our only path back.In this episode:• Why Craig sees silver regulation or confiscation coming, or where we rip out solar panels for their silver content. • How Western policy has detached from real-world physics• Lessons from 40 years of

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In the Company of Mavericks

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