Melhores podcasts sobre Jeremy McKeown (2024)

1
Beating the Fade with Alex Sweet of Sweet Stocks 55:59

13d ago55:59

55:59

A few months ago, I chatted with Adam Rackley, the SVS Dowgate Cape Wrath Focus Fund manager featured in Episode 39, Market Capitulations & Narrative Shifts. We were reading a great new Substack called Sweet Stocks, which featured weekly in-depth write-ups of some fascinating quality compounding growth stocks. Not only were we impressed with Sweet …

1
COMING SOON - Beating the Fade with Alex Sweet of Sweet Stocks 1:24

15d ago1:24

1:24

Adam Rackley joins me for a conversation with growth stock analyst and ultra runner Alex Sweet of Sweet Stocks. Alex discusses his background and investment philosophy, and we chat about three UK equities he has covered in his newsletters: 4imprint, YouGov & Loungers. COMING SOON on all good podcast apps. Made possible by Progressive Equity…

1
Juggling Hand Grenades with Duncan MacInnes of The Ruffer Investment Company 54:25

26d ago54:25

54:25

For this episode, I am joined by Duncan MacInnes, manager of The Ruffer Investment Company, for a conversation about his investment philosophy and how he thinks about risk in today’s financial markets. He describes himself as a pragmatic, macro-informed, value investor. The Ruffer Investment Company is a billion-pound London-listed investment compa…

1
#35 - Jeremy Murfitt - Leveraging Drones and GIS Data in Modern Surveying 56:20

29d ago56:20

56:20

In this BimTube podcast, we speak with chartered surveyor Jeremy Murfitt Dip. REM, FRICS, FIQ about drones and geospatial data in surveying. Topics include the shift to drone-based data, its impact on property and infrastructure, photogrammetry, and UK drone regulations. Jeremy: LinkedIn | Everything is Somewhere References: Esri UK User Conference…

1
COMING SOON - Macro Informed Value Investing with Duncan MacInnes of The Ruffer Investment Company 1:09

30d ago1:09

1:09

Coming soon, Duncan MacInnes presents a tour de force of the major financial asset classes and how to manage risk in today's crazy markets. He covers why he is so bullish on gold, gold miners, the yen and UK equities, and long Chinese equities, the ugliest in his portfolio of ugly ducklings. He also riffs on the yen carry trade, Bitcoin, premium dr…

1
AI on the Ocean & AIM with Ami Daniel of Windward 49:26

1M ago49:26

49:26

In today’s episode, I am joined by Mark Wharrier, an experienced professional investor who previously worked with companies such as Mercury and Black Rock and is now focused on investing in public and private companies. We have a fascinating conversation with Ami Daniel, the co-founder and CEO of AIM-listed Windward. Windward is a 14-year-old compa…

1
COMING SOON - AI on the Ocean & AIM with Ami Daniel of Windward 1:13

1M ago1:13

1:13

Coming soon on your favourite podcast app is a fascinating chat with Ami Daniel, co-founder and CEO of Windward. Ami is a high-energy entrepreneur driving the fastest annual recurring revenue business in the London market, and he was a joy to talk with. Windward has an impressive customer list and is building a suite of AI-powered products to drive…

1
Balancing Risks Without Bonds with Tim Price of Price Value Partners 39:20

2M ago39:20

39:20

In today’s episode, I am joined by Tim Price of Price Value Partners, a private wealth manager in London since the late 1990s. Originally an English literature graduate, Tim started work as a bond salesman for a Japanese bank. However, he switched to private client wealth management, where he was to develop his well-reasoned but highly differentiat…

1
COMING SOON - Balancing Risks Without Bonds with Tim Price of Price Value Partners 1:06

2M ago1:06

1:06

In today’s episode, I am joined by Tim Price of Price Value Partners, a private wealth manager in London since the late 1990s. Originally an English literature graduate, Tim started work as a bond salesman for a Japanese bank. However, he switched to private client wealth management, where he was to develop his well-reasoned but highly differentiat…

1
The Best Performing Small Cap Investor You've Never Heard Of - with Geoff Oldfield of Ennismore Fund Management 43:41

2M ago43:41

43:41

In this episode, I am joined by someone who is probably the best-performing smaller companies fund manager you have never heard of. I first met Geoff Oldfield in the 1990s when he was working as the co-manager of the European Select Fund at Barings Asset Management. He and his partner Gerhard Shoeningh were making a name for themselves in the secto…

1
COMING SOON - The Best Performing Small Cap Investor You've Never Heard Of - with Geoff Oldfield of Ennismore Fund Management 4:18

2M ago4:18

4:18

In this episode, I am joined by someone who is probably the best-performing smaller companies fund manager you have never heard of. I first met Geoff Oldfield in the 1990s when he was working as the co-manager of the European Select Fund at Barings Asset Management. He and his partner Gerhard Shoeningh were making a name for themselves in the secto…

1
#34 - Dr. Tina Thomson - How is Data Transforming Catastrophe Reinsurance? 50:17

3M ago50:17

50:17

In this podcast, we speak with Dr. Tina Thomson, Global Head of Research and International Catastrophe Analytics at Gallagher Re, from Gallagher Re, a reinsurance broker. The topics discussed relate to better information management, focusing on digital data and decision-making in the context of catastrophe modeling. Tina elaborates on her role and …

1
#33 - Tim Flower - Data and Digital Innovations in the Rail Sector 57:31

3M ago57:31

57:31

In this episode of the BimTube Podcast, Steven hosts Tim Flower, UK Account Director for KONUX. They explore data integration, digital analytics, business intelligence, and systems integration in the rail industry. >Tim's LinkedIn Key Points: Tim Flower's career from data entry to Chief Intelligent Infrastructure Engineer at Network Rail. KONUX's u…

1
Uncle Jim's World of Bonds - with Jim Leaviss 43:49

3M ago43:49

43:49

For this episode, I am joined by Jim Leaviss, one of the UK’s leading bond fund managers and the voice behind the podcast Uncle Jim’s World of Bonds. I subscribe to a lot of podcasts, but there aren’t many that I always listen to. However, Uncle Jim’s World of Bonds is always a must-listen to. It's both entertaining and informative. It is typically…

1
The Importance of Resilience with Simon Phillips of CT Automotive 47:15

3M ago47:15

47:15

In this episode, Julian Collett of Blackdown Partners joins me for a conversation with Simon Phillips, the founder and CEO of CT Automotive, a £50m market cap, AIM-listed company. Simon’s journey is a powerful example of how adverse circumstances, can be a fertile ground for learning and growth. His story underscores the crucial role of resilience …

1
COMING SOON - The Importance of Resilience with Simon Phillips of CT Automotive 1:11

4M ago1:11

1:11

This is a fascinating story of resilience, innovation, and raw entrepreneurialism. Simon’s journey is a powerful example of how adverse circumstances can be fertile ground for learning and growth. Living in China for 16 years, transforming CT from its tool-making roots into a global component supply business, Simon candidly discusses the challenges…

1
A Visit to the Desert Island Investor with Miles Adcock, CEO of Concurrent Technologies, hosted by Mark Atkinson 1:07:11

4M ago1:07:11

1:07:11

My friend Mark Atkinson invited me onto the Desert Island Investor podcast, where we chatted with Miles Adcock, the CEO of Concurrent Technologies. Mark introduced me to Miles in early 2023 where we spoke about the challenges of revitalising the defence electronics supplier amid component shortages. https://share.transistor.fm/s/58cdae19 It was gre…

1
#32 - John Nortcliffe - Revolutionising Architecture with Digital Insights 57:36

4M ago57:36

57:36

Join us on the Bim Tube podcast as we chat with John Nortcliffe, Arb RIBA, founder of Redhead Architects. With over 20 years of experience in the field, John shares his journey and insights into the impact of digital data and Building Information Modelling (BIM) on modern architecture. John on LinkedIn: https://www.linkedin.com/in/john-nortcliffe-7…

1
Market Capitulations & Narrative Shifts with Adam Rackley of Cape Wrath Capital 51:13

4M ago51:13

51:13

Back in March this year, David Seaman of Alpha Cygni Asset Management joined me for a conversation with Adam Rackley, the founder and fund manager at Cape Wrath Capital. Adam epitomises the philosophy of doing things differently when it comes to investing in UK equities. He has pursued his unique approach since founding Cape Wrath in 2016 using wha…

1
COMING SOON - Capitulation Events & Narrative Shifts with Adam Rackley of Cape Wrath Capital 1:25

4M ago1:25

1:25

Back in March this year, David Seaman of Alpha Cygni Asset Management joined me for a conversation with Adam Rackley, the founder and fund manager at Cape Wrath Capital. Adam epitomises the philosophy of doing things differently when it comes to investing in UK equities. He has pursued his unique approach since founding Cape Wrath in 2016 using wha…

1
#31 - Clay Starr - Revolutionising Architecture: From BIM to Digital Twins 1:03:31

5M ago1:03:31

1:03:31

In the latest BimTube podcast episode, Steven interviews Clay Starr, Architecture, Urban Design & Planning Lead at Esri, delving into significant advancements in the architecture, engineering, and construction (AEC) industry. The conversation centres on the integration of cutting-edge technologies and data-driven strategies to enhance project outco…

1
#30 - Greg Cocks - Digital Transformation in GIS and Hydrology 1:00:51

5M ago1:00:51

1:00:51

Digital Transformation in GIS and Hydrology: Insights and Innovations With Geg Cocks, Senior Applied Researcher | Spatial Data Scientist | 3DHP (R&D) Technical Lead In this episode of the BimTube podcast, host Steven is joined by Greg Cocks MSc, an expert in spatial data management. Greg shares his journey from New Zealand to becoming a U.S. citize…

1
The Changing Shape of the Defence Industry with Nick Prest of Cohort 46:35

5M ago46:35

46:35

For this episode, I am joined by Tom Like, an analyst at Singer Capital Markets, for a conversation with Nick Prest, the Founder and Chairman of the defence services and technology company Cohort PLC. Prior to founding Cohort, Nick worked in the Ministry of Defence before joining United Scientific Holdings, later renamed Alvis. A few years later Ni…

1
COMING SOON - The Changing Shape of the Defence Industry with Nick Prest of Cohort 2:01

5M ago2:01

2:01

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 …

1
This Time It's Different with Nigel Rogers and Ryan Maughan of Transense Technologies & Laurence Hulse of Onward Opportunities 54:59

6M ago54:59

54:59

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 Technologi…

1
TRAILER - This Time It's Different - Nigel Rogers & Ryan Maughan of Transense Technologies with Laurence Hulse of Onward Opportunities 2:12

6M ago2:12

2:12

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 Technologi…

1
BONUS EPISODE - The Market Call - Q1 Review with Scott Evans 22:37

6M ago22:37

22:37

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 goi…

1
Adam Holland, MPAC CEO - The Packaging Automation Opportunity 55:01

6M ago55:01

55:01

In today’s episode, private investor Mark Atkinson and host of The Desert Island Investor 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 …

1
Understanding Market Consciousness with Patrick Schotanus 40:46

7M ago40:46

40:46

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 real…

1
#29 - Cristina Savian - Innovating Construction: The Digital Twin Journey 1:06:26

8M ago1:06:26

1:06:26

BimTube Podcast #29 - Cristina Savian - Innovating Construction: The Digital Twin Journey Episode Description: 🔊 Dive into the future of construction and engineering with Cristina Savian MSc MBA MIET on "Innovating Construction: The Digital Twin Journey." This episode unpacks: 🌍 Christina's global career journey from Italy to Dubai. 📚 Transition fr…

1
Premium Chocolate & Value Investing with Angus Thirwell & Gary Channon 45:08

8M ago45:08

45:08

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…

1
#28 - Dr. François Baillon - Digital Frontiers in Humanitarian Aid 1:03:03

9M ago1:03:03

1:03:03

In this enlightening BimTube podcast episode, we're joined by Dr. François Baillon (PhD) the Managing Director of the International Humanitarian Infrastructure Platform (IHIP), a Geneva-based NGO that plays a pivotal role in bridging the gap between the humanitarian sector and the private construction industry. https://www.linkedin.com/in/francoisb…

1
Doomberg - Energy is Life 1:01:38

9M ago1:01:38

1:01:38

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…

1
The Weekly Call - The Deutsche Numis Indices, macro factors in markets, Concurrent Technologies & Gamma Communications 29:23

9M ago29:23

29:23

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 Ga…

1
The Market Call - What spooked the Fed? Christmas updates, housebuilders, Marks Electrical, Sosander & Bitcoin ETFs 13:23

9M ago13:23

13:23

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.Por Jeremy McKeown

1
Introducing - The Market Call a podcast covering financial markets' changing macro landscape - Markets in 2023 & Outlook for 2024 17:50

9M ago17:50

17:50

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 wh…

1
Tony Brewer of Likewise Group - A life in carpets 39:42

10M ago39:42

39:42

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,…

1
COMING SOON - Tony Brewer of Likewise - A life in carpets - TRAILER 1:50

10M ago1:50

1:50

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…

1
Nils Gornall of DP Poland - The Sport of Delivered Pizza 44:53

11M ago44:53

44:53

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 fa…

1
COMING SOON - Nils Gornall of DP Poland - A TRAILER 1:12

11M ago1:12

1:12

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.Por Jeremy McKeown

1
Why Invest in the UK? Simon French, Alyx Wood & Laurence Hulse 53:12

12M ago53:12

53:12

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,…

1
#27 - Dr Anil Sawhney - Digitalisation, Decarbonisation & Construction 1:02:02

12M ago1:02:02

1:02:02

Episode Overview: Join our discussion on "Digitalisation, Decarbonisation & Construction" with Dr. Anil Sawhney, a respected figure in construction and infrastructure. Dr. Sawhney’s diverse roles from RICS to global consultancy offer in-depth insights. We'll explore key areas of digitalization and decarbonization in construction, focusing on seven …

1
TRAILER - Why Invest in the UK? with Simon French, Alyx Wood & Laurence Hulse 0:32

12M ago0:32

0:32

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,…

1
#26 - David McKeown - From Data to Actionable Decisions: Unpacking Holistic Asset Management 59:26

12M ago59:26

59:26

Guest: David McKeown TD, BSc (Tech), CEng, MIEE, FIRSE, FRSA, Life FIAM Honorary Vice President, The Institute of Asset Management (IAM) Bio: David McKeown, a Chartered Engineer, has rich experience across various sectors. He's a founder member of the IAM, serving as its first CEO from 2009-2019. He was instrumental in the UK's contribution to the …

1
#25 - Dan Rossiter - Navigating the Intricacies of Built Environment Standards 1:03:09

12M ago1:03:09

1:03:09

Episode Title: "Navigating Built Environment Standards with Dan Rossiter FCIAT" Guest: Dan Rossiter FCIAT Position: Lead for Built Environment Standards Dan's Biography: Dan Rossiter, Chartered Architectural Technologist and FCIAT, is a renowned figure in the built environment field. Nationally, he drives digital transformation at the British Stand…

1
Edward Ziff of Town Centre Securities 48:23

12M ago48:23

48:23

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 cen…

1
25 - The Judith Gu Episode 14:11

1y ago14:11

14:11

Judith is a Managing Director and Head Equities Quantitative Strategist for Scotiabank’s US Equities Sales and Trading. Prior to Scotiabank, Judith was a VP at Goldman Sachs and Citadel, after starting her career at Morgan Stanley. Judith discusses how market makers leverage data to hedge trading risk. She delves into why market makers increasingly…

1
Alasdair Haynes of Aquis Exchange - a catch up 51:21

1y ago51:21

51:21

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.…

1
24 - The Richard Hoffmann Episode 15:53

1y ago15:53

15:53

Richard is co-founder and Chief Customer Officer of Datarade, working with thousands of different data providers and data buyers to make data commerce easy. Datarade operates Data Commerce Cloud™ (DCC) which enables data providers to sync data products instantly to sales channels including Google Cloud Analytics Hub, SAP Datasphere Marketplace, Ala…

1
23 - The Jeremy Baksht Episode 20:46

1y ago20:46

20:46

Jeremy is the founder of a new stealth startup in supply chain data infrastructure. Prior to co-founding his current company with Travis May (the founder and CEO of Datavant), Jeremy was the Head of Data Strategy for Walmart Data Ventures. Before Walmart Jeremy held a variety of roles in the data industry, including Global Head of Alternative Data …

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