The Strategic Importance of the Garcia Viewpoint Having 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 gra...

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 t...

Finding Wonder Stocks with Jamie Ward -  Compounding, Nick Sleep, and the Parasite of Passive Investing How 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 St...

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 di...

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,...

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 quarterl...

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...

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 ...

Davos Man, The Revelation & Capital Rotation For 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 ...

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 revelation...

Simple But Not Easy – The Investment Wisdom of Richard Oldfield Richard 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 c...

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...

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 ...

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...

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 ...

According to Australian investor and essayist Craig Tindale, we are in an era of Hard Bifurcation, a terminal rupture between the monetary economy and the physical world. For forty years, Western orthodoxy has blythely assumed that financial liquidity and ...

I recently caught up with Erik @ YWR, a widely experienced investment professional and popular Substacker.  Erik discusses his experience investing in Africa in the 20'teens and his involvement in what he calls Project Zimbabwe; don't think that we, in th...

I recently caught up with experienced investor and Substacker, Erik@YWR, to chat about the state of the markets and how he sees things for 2026. Erik has a unique perspective on what he calls Project Zimbabwe, which he experienced firsthand while running ...

What have the Austrians ever done for us? The answer is quite a lot, particularly regarding the importance of liberty and free markets, and how government overreach in economic matters results in long-term damage and decline. However, Carl Menger, Ludwig...