Dominic Frisby is an author, comedian, singer-songwriter, voice-over artist, self-taught financial commentator and the creator of the popular Substack, The Flying Frisby.    The main pillar of Dominic’s investment philosophy is based on gold and Bitcoin, and he has written extensively about both.    He was an early adopter of real asset protection, writing a book on the role of Bitcoin ten years ago.    I wanted to get his view on the role of real assets in investment portfolios and how...

Dominic Frisby is an author, comedian, singer-songwriter, voice-over artist, self-taught financial commentator and the creator of the popular Substack, The Flying Frisby.    The main pillar of Dominic’s investment philosophy is based on gold and Bitcoin, and he has written extensively about both.    He was an early adopter of real asset protection, writing a book on the role of Bitcoin ten years ago.    I wanted to get his view on the role of real assets in investment portfolios and how...

Have you ever wondered what investing in Emerging Markets is all about? It’s complicated, right? And having witnessed a decade or more of US dollar dominance and outperforming developed markets, particularly US markets, why bother looking at the rest of the world? After all, isn’t that where all the bad stuff happens, like currency crises and debt defaults?  Recently, there have been signs that Emerging Markets might be re-emerging. This year, there have been signs that the dollar’s dominance...

Have you ever wondered what investing in Emerging Markets is all about? It’s complicated, right? And having witnessed a decade or more of US dollar dominance and outperforming developed markets, particularly US markets, why bother looking at the rest of the world? After all, isn’t that where all the bad stuff happens, like currency crises and debt defaults?  Recently, there have been signs that Emerging Markets might be re-emerging. This year, there have been signs that the dollar’s dominance...

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 Stocks’ quality, but the weekly publication cadence also meant it was the work of a highly experienced and disciplined analyst.    A few weeks...

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 

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 company with the simple aim of delivering consistent positive returns regardless of how financial markets perform with the ambition to protect and...

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 drinks, and how we might know we are nearer the top than the bottom of the current equity market cycle. Made possible by Progressive Equity...

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 company that provides B2B data and software solutions. It helps governments and businesses track, manage, comply with, and protect maritime assets...

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 Ami's ambition for Winward to become a multiple hundred-million-dollar revenue "rule of 40 company."  Please subscribe so that you don't miss...

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 differentiated approach to managing money.   Tim has developed this approach based on extensive reading in economics, history, finance, and investing.  In...

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 differentiated approach to managing money.   Tim has developed this approach based on extensive reading in economics, history, finance, and investing.  In...

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 sector and, in 1998, left to set up Ennismore Fund Management with some very firm ideas about the type of investment firm they wanted to run. The...

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 sector and, in 1998, left to set up Ennismore Fund Management with some very firm ideas about the type of investment firm they wanted to run. The...

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 just 10 minutes long and contains some real nuggets covering macroeconomics, financial markets, politics, and the long-term drivers impacting...

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 in business success. The development of a business supplying tooling and components to the global automotive industry is a testament to Simon’s...

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 he faced and how he overcame them. Simon talks about the need to stay ahead by adopting AI and robotics. He says that CT went to China for its low...

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 great catching up with Miles again, although the swim home was challenging.   

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 what he describes as a behavioural value strategy.  He looks to identify market capitulation events and narrative shifts to cycle capital into...

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 what he describes as a behavioural value strategy.  He looks to identify market capitulation events and narrative shifts to cycle capital into...

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 Nick became CEO.  Alvis was eventually acquired by BAe, and Nick, along with several former Alvis colleagues, set up Cohort in 2006. With a market...

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 good podcast apps. Made possible by Progressive Equity Research   

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 Technologies. My initial reaction could best be described as having a Victor Meldrew moment. Those with stock market memories may recall that Transense has...