PODCAST

In the Company of Mavericks

Jeremy McKeown

Conversations with people who dare to be different

business investing

All Episodes

40:19

Satire & Investing with Le Shrub

In the Company of Mavericks ·

2025/10/11

It was a true pleasure last week to chat to the meme trader, parody hedge fund manager and Shrubstack author himself, Le Shrub. Le Shrub uses humour and parody to highlight opportunities and turning points in financial markets, which he brings to life for his followers on his Reminiscences of a Shrub Operator website. We discuss the role of satire in understanding the stranger than fiction world we inhabit. Why it only makes sense when you realise it is all nonsense … and how his fictional

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2:25

COMING SOON - Don't Worry, it's a Good Bubble with Le...

In the Company of Mavericks ·

2025/10/09

It was a great pleasure and a lot of fun to catch up with the master meme trader, the Eurotrash hedge fund parody investor himself, Le Shrub. Learn how he understands the world with satire and memes, as he says, nothing makes sense until you accept it's all nonsense. Dull episode dropping soon on all good podcast apps. Please make sure you're subscribed.

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63:58

Global Entropy & Common Derangements with Marvin Barth

In the Company of Mavericks ·

2025/10/06

Last week I had a conversation with Marvin Barth, author of the Thematic Markets and Seriously, Marvin?! Substacks.Marvin is what I would call an evolved policy wonk. A PhD economist, Marvin’s career includes working for The Federal Reserve, the Bank for International Settlements, the US Treasury Department and several major Wall Street banks.He has a well-informed and holistic view of the world and its core drivers, which should be interesting to everyone, but particularly those of us

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2:26

COMING SOON - Global Entropy & Common Derangements...

In the Company of Mavericks ·

2025/10/04

Last week I was joined by economist and Substack author Marvin Barth for a chat about his work about Global Entropy as a way of thinking about our increasingly chaotic world. Coming soon, please subscribe.

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64:11

Doom Loops, Dumb Taxes & Trump's Tariffs with...

In the Company of Mavericks ·

2025/09/20

A couple of weeks ago, I was joined by Catherine McBride, OBE, to talk about her work and, in particular, her recent Substack series on the UK’s Doom Loops, Debt Spirals and Dumb Taxes. Catherine is an expert in trade policy, taxation, commodities, agriculture, Brexit, and financial services regulation. She writes to offer a new perspective on traditional media's misdirection and spin. Catherine has over thirty years of experience in financial markets, as a member of the UK’s Trade &

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2:37

COMING SOON - Doom Loops, Dumb Taxes & Trump's...

In the Company of Mavericks ·

2025/09/17

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51:12

Does Britain Need a Milei? with Simon French & Robert...

In the Company of Mavericks ·

2025/09/07

Recently, Head of Research at Panmure Liberum, Times columnist and friend of the podcast, Simon French, wrote an article in which he asked, Can Kemi Badenoch sell Mileinomics in Britain? This was after the Conservative leader had said that she saw Argentina’s Javier Milei as her “template for government.” An interesting thought experiment, but how serious is this idea? Is it realistic to expect the UK electorate to vote for such drastic economic reform? Do our politicians really

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1:37

COMING SOON - Does Britain Need a Milei? with Simon...

In the Company of Mavericks ·

2025/09/04

Recently, Head of Research at Panmure Liberum, Times columnist and friend of the podcast, Simon French wrote an article in which he asked, Can Kemi Badenoch sell Mileinomics in Britain? This was after the Conservative leader had said that she saw Argentina’s Javier Milei as her “template for government.” An interesting thought experiment, but how serious is this idea? Is it realistic to expect the UK electorate to vote for such drastic economic reform? Do our politicians really

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39:26

Net Zero, Propaganda & The Future of Europe with The...

In the Company of Mavericks ·

2025/08/29

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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1:18

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

In the Company of Mavericks ·

2025/08/27

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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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In the Company of Mavericks

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