PIWORLD audio investor podcasts
Business:Investing
00:51 Jeremy’s background
05:24 QE & monetary policy
13:30 Inflation
20:15 Where should one invest today?
24:43 What are your stock selection criteria?
28:30 Where are you seeing innovation in companies and sectors today?
32:47 Process innovation: Aquis Exchange #AQX
35:03 The role of the bank or broker’s effect on the cost of capital for a company and their market value
40.25 Owner managed businesses
43:57 Today, are you a value or growth investor?
52:15 About Jeremy’s podcast: In the company of Mavericks
55:09 Where to find Jeremy
Jeremy on Linkedin: www.linkedin.com/in/jeremy-mckeown-33b962a/
Jeremy's websites:
www.hypernormaltimes.com
www.inthecompanyofmavericks.com
Dowgate wealth: https://dowgatewealth.co.uk/our-team/jeremy-mckeown/
About Jeremy:
Jeremy has worked in the UK equity market for four decades, he has met and interacted with all types of investors. He has met countless companies and read widely on different investment topics. He has invested in a variety of companies and implemented differing strategies, sometimes successfully, other times disastrously. He is now looking to use his experience, knowledge and world view to make better decisions about his own investments. He would also like to help other investors and companies to make better decisions about the world we inhabit, to learn and disseminate new ideas, avoid unnecessary risk and hopefully to help keep a positive perspective on what at times appears to be a chaotic and dysfunctional place.
IG Design Group (IGR) FY23 results presentation - June 23
Mindgym (MIND) Full Year 2023 results presentation - June 23
SThree (STEM) FY23 Half Year Trading update - June 2023
Idox (IDOX) Interim results 2023 presentation - June 23
Venture Life Group (VLG) Capital Markets Day - 6th June 2023
Gusbourne (GUS) Full Year 2022 results presentation - June 23
Cerillion (CER) Interim results presentation - May 2023
Eneraqua Technologies (ETP) Full Year Results presentation - May 2023
EMIS Group (EMIS) Full Year 2022 results presentation - May 2023
Eneraqua Technologies (ETP) FY23 overview - May 23
Vertu Motors (VTU) Full Year 2023 results presentation - May 2023
Treatt (TET) Interim results presentation - May 23
The Property Franchise Group (TPFG) Full Year results 2022 - April 2023
1Spatial (SPA) Full Year results presentation - April 2023
Diaceutics (DXRX) Full Year 2022 Results presentation - April 2023
Windward (WNWD) Full Year 2022 results presentation - March 2023
Tracsis (TRCS) Interim results presentation - April 2023
Sosandar (SOS) FY23 Trading Update call - April 2023
Inspired (INSE) Full Year 2022 presentation - March 2023
Tracsis (TRCS) Interim results overview - April 2023
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