ABOUT THIS PODCAST 🔗

Update frequency:
bimonthly
Average audio length:
26 minutes
Guest interviews
English
United States
34 episodes
since June 1, 2020
episodic

LATEST EPISODE 🔗

Management teams play a crucial role in business. In this podcast, Adam chats with Latitude IM's Managing Partner and portfolio manager Freddie Lait on the merits of analysing management incentives and behaviour, as well as their role in determining a company's fate. They go onto compare the tale o…

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Investing is complex. How best to simplify it? NZS Capital are a Denver, Colorado, based investment boutique who use lessons from the natural world to frame their investment process. In this episode, Adam chats with Brinton Johns and Jon Bathgate on why it's important not to make too many predictio…
It's not quite been 'Anarchy in the UK' but it has certainly been a challenging period for UK equity investors. In this month's podcast we chat to Ken Wotton and Cassie Herlihy from the Gresham House Public Equity team. Alongside a broader discussion of the UK market's fortunes we explore why M&…
In the first podcast of the year, we look ahead to events and trends which could drive economies and financial markets. What if central banks ease monetary policy and what impact will politics have as half the world's population head to the polls? What if artificial intelligence takes all of our jo…
In part two of our 'Open Minded to Closed Ended' miniseries, Adam chats with entrepreneur turned venture capital investor Tim Levene, CEO of Augmentum. Augmentum Fintech is a London listed Investment Trust targeting fast growing businesses many years before they're mature enough for public market l…
Welcome to our miniseries on closed ended funds (otherwise known as Investment Trusts). The sector has faced a torrid time in 2023, as interest rates rose, regulatory headwinds persisted, and UK equities remained hideously out of favour. In the series, we aim to highlight why accessing markets outs…
On the eve of the Rugby World Cup, Adam and Scott went up-and-under with Chris Fidyk of Pacific Asset Management on how to avoid the scrum of mega cap US equities. Having spent the past decade investing in the technology winners at a previous investment group, Chris recently launched on his own and…

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This month Adam and Paul are in conversation with David Mitchinson from Japan equity boutique Zennor Asset Management. Long known as the 'widow-maker' trade, buying Japanese assets has been a fool's errand for the past twenty years. Is there really something different about today's Japanese opportu…
With eyes focused on the Coronation festivities we take a timely look at UK equities. Paul and Adam chat with Artemis's Ed Legget – they discuss why the asset class has been out of favour for so long and ask whether it's a market of the past or home to overlooked diamonds.Don't forget to subscribe …
In this month's podcast, Adam & Scott chat China equities with Man GLG's Andrew Swan. With state intervention, property woes and covid lockdowns now behind us, will equity markets run hard in the Chinese year of the rabbit?
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