In the Company of Mavericks - The Iranian Toll Booth: A HyperNormal Situation Report
Operation Epic Fury is over, we are told. The bombs landed. The headlines can move on. And yet, the Strait of Hormuz has become a checkpoint run by the IRGC — with US allies quietly filing the paperwork to get through.
In this solo ITCOM episode, Progressive's Jeremy McKeown cuts through the noise …
Schrödinger's Strait & The Gems Among The Rubble with Le Shrub and Laurence Hulse: The Odd Couple of Memes and Micro-Caps
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Schrödinger's Strait & The Gems Among The Rubble
Episode Summary: Dive into the absurdities of modern macro markets and the hidden value in UK equities in this episode of Mavericks. Host Jeremy McKeown brings together an investing "odd cou…
ITCOM - Schrödinger's Strait & The Gems Among The Rubble with Le Shrub and Laurence Hulse
Progressive's Jeremy McKeown brings together an investing "odd couple": Laurie Hulse, UK small-cap stock picker and manager of the Onward Opportunities Investment Trust, and The Shrub, a world-renowned meme trader, parody hedge fund manager, and macro commentator.
Together, they explore how to navi…
Beer is the best lubricant mankind has found in 7,000 years with Jonathan Neame & How Brtiain's oldest brewer has survived by bloodymindedness and 450 years of adaptation
Shepherd Neame has been brewing beer on the same site in Faversham, Kent, since 1573. That's before Shakespeare. Before the King James Bible. Before anyone called a pub a pub. It has survived two World Wars, the Temperance Movement, the craft beer revolution, a very public family falling-out, and a…
The Gap Between the Strait & the Tape - A HyperNormal Situation Report
Seven tankers transited the Strait of Hormuz this week, against a pre-war baseline of 140. The world's most important oil choke point is running at 5% capacity. So why did the S&P 500 just post its best April since 2020?
Jeremy McKeown walks through the four stories driving markets right now: an en…
Financial Literacy & Investing Basics - A Younger Person's Guide Money, Stocks & Stuff
In this episode of In The Company of Mavericks, we tackle the most requested topic since the podcast launched: the fundamentals of money and investing, and how to introduce these vital concepts to children, grandchildren, and the next generation.
Host Jeremy McKeown is joined by Andy Craig, founder…
The Maverick Taking on Nationwide: James Sherwin-Smith & Why Every Member Should Exercise Their Democratic Right to Vote
For the first time in 21 years, Nationwide Building Society members will see a genuine choice on their AGM ballot paper. Jeremy McKeown sits down with James Sherwin-Smith, fintech executive, former MasterCard senior leader, and Oliver Wyman strategist, who is standing as the first member-nominated …
Investing Decision Making: The Stock You Bought is Down 20% - Now What?
You've done the work, bought the stock, and now it's down 20%. Do you tell yourself it's now cheaper and buy more, or accept you got it wrong, take the loss, and move on? That decision, as Jeremy puts it, is the one that defines you as an investor.
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Being Situationally Aware - The Hypernormal Investing Week That Was
Oil crashed on peace, stocks crashed anyway, a 557% profit was a "miss," and a hedge fund called Situational Awareness got blindsided. A week of maximum noise — and the three signals underneath that actually matter.
Hypernormal Times on Substack.
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Fiscal Dominance, Treasury Buybacks, Duration, Gold & Bitcoin - Bessent Declares War on the Thermometer
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The global financial system is running a fever, and this week the authorities declared war on the thermometer. Jeremy McKeown separates the signal from the theatre: why…
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