Best Jeremy McKeown Podcasts (2024)

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

4d 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

11d 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
Question in a Bottle. How do I pick a winner? 14:59

15d ago14:59

14:59

Question in a Bottle is a series of short discussions where private investor Mark Atkinson answers questions sent in by listeners of his podcast The Desert Island Investor. In this episode, Katherine Amos asks Mark "How do you choose your stocks?". If you would like to hear Mark's opinion on an investing-related topic, pop your question into a bott…

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

16d 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

18d 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
Concurrent Technologies CEO Miles Adcock talks with myself and Jeremy McKeown 1:07:11

22d ago1:07:11

1:07:11

Concurrent Technologies plc is a British company that designs and manufactures ultra-rugged computer boards for use in integrated systems. These products are designed to be durable and reliable in extreme conditions and their markets include defence, aerospace, scientific research and telecommunications. I have been a shareholder for a while now so…

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

30d 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

1M 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
I love Vimto and I've just invested in Nichols plc who make it 27:36

1M ago27:36

27:36

Nichols plc (NICL) is the business behind a number of soft drink creations most notably the classic brand Vimto. Mark has just taken a position in Nichols and in this episode he explains why he thinks the company has a promising future. On the island Paul tries out Vimto on the Parrots and discovers he's the only living creature on the planet that …

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

2M 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
Question in a Bottle. When did you give up your day job? 16:08

2M ago16:08

16:08

Question in a Bottle is a series of short discussions where private investor Mark Atkinson answers questions sent in by listeners of his podcast The Desert Island Investor. In this episode, fellow investor Paul Igoe asks Mark "When did you give up your day job?". If you would like to hear Mark's opinion on an investing-related topic, pop your quest…

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

2M 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
There's money in laundering. My review of ME Group (MEGP) 42:52

3M ago42:52

42:52

ME-Group International plc (MEGP) are vending machine experts and they install and operate instant-service equipment in 17 countries around the world. Photo-booths and 24/7 laundry machines are two of their core products. In this episode Mark explains why this holding has been so successful and he puts his underwear where his mouth is by washing hi…

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

3M 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
Question in a Bottle. What were your worst disasters? 11:44

3M ago11:44

11:44

Question in a Bottle is a series of short discussions where private investor Mark Atkinson answers questions sent in by listeners of his podcast The Desert Island Investor. In this episode, fellow investor Paul Igoe asks Mark "What were your worst disasters?". If you would like to hear Mark's opinion on an investing-related topic, pop your question…

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

3M 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

3M 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
I want Titon Holdings to be winners, but I didn't pull any punches at their 2024 AGM. 1:07:45

3M ago1:07:45

1:07:45

If a company that you invest in is under-performing, attending their Annual General Meeting gives you an opportunity to find out what they are doing to resolve any issues. In this episode Mark gives a blow-by-blow account of his discussion with the directors of Titon Holdings at their 2024 AGM. The Desert Island Investor podcast is generously hoste…

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

4M 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
Question in a Bottle. How do I buy shares for my grandchildren? 10:38

4M ago10:38

10:38

Question in a Bottle is a series of short discussions where private investor Mark Atkinson answers questions sent in by listeners of his podcast The Desert Island Investor. In this episode, podcast subscriber ROSYGOLFER asks Mark "How do I buy shares for my grandchildren?". If you would like to hear Mark's opinion on an investing-related topic, pop…

1
Understanding Market Consciousness with Patrick Schotanus 40:46

5M 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
Fundsmith. My review of the 2024 Annual Shareholder Meeting. 29:35

5M ago29:35

29:35

Fundsmith, under the guidance of portfolio manager Terry Smith, invest in equities on a global basis. Mark has been invested in Fundsmith for many years and regularly attends their annual shareholder meetings. In this episode he reports back from the 2024 event in London. The Desert Island Investor podcast is generously hosted by London City based …

1
Question in a Bottle. When do you sell stocks? 8:42

5M ago8:42

8:42

Question in a Bottle is a series of short discussions where private investor Mark Atkinson answers questions sent in by listeners of his podcast The Desert Island Investor. In this episode, podcast subscriber BRUCIE5 asks Mark "When do you sell your stocks?". If you would like to hear Mark's opinion on an investing-related topic, pop your question …

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

5M 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
I invested in Entain Plc (ENT) Did I get a good deal? 33:57

6M ago33:57

33:57

Entain plc (ENT) is an international sports-betting and gambling company. It owns many well known betting brands including Coral, Ladbrokes, PartyPoker, Sportingbet and Foxy Bingo. In this episode of the podcast Mark explains the slightly complex story behind his holding in Entain and gives his thoughts on investing in the gambling sector. The Dese…

1
Doomberg - Energy is Life 1:01:38

6M 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

6M 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
Question in a Bottle. What are your top 5 stocks? 12:10

6M ago12:10

12:10

Question in a Bottle is a series of short discussions where private investor Mark Atkinson answers questions sent in by listeners of his podcast The Desert Island Investor. In this episode, podcast subscriber BRUCIE5 asks Mark "What are your top 5 stocks?". Question in a Bottle and The Desert Island Investor podcast are generously hosted by London …

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

6M 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.By Jeremy McKeown

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

7M 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
A Christmas review of my investment in James Halstead (JHD) 37:39

7M ago37:39

37:39

James Halstead plc is a UK based company which is primarily engaged in the manufacturing and distribution of commercial floor coverings. Their geographical area includes Europe and Scandinavia, Australasia, Asia and the Rest of the World. In this festive episode Mark runs through the figures and outlines his confidence in the company as a long term…

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

7M 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

7M 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
Why I think my holding in Somero (SOM) is a rock solid investment 38:40

8M ago38:40

38:40

Somero Enterprises Inc. manufactures innovative laser-guided machinery used in horizontal concrete installations. Their equipment is used to ensure that the concrete floors of large warehouses are perfectly level and safe. In this episode Mark discusses the qualities of the company and the potential for growth in light of the increasing demand for …

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

8M 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

8M 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.By Jeremy McKeown

1
My personal take on Unilever (ULVR) one of my core stocks. 37:39

9M ago37:39

37:39

Unilever Plc is a manufacturer and supplier of fast-moving consumer goods with over 400 brands to its name. The company's portfolio comprises food products, beauty and personal care products, beverages, home care products, vitamins, minerals and supplements. In this episode of the podcast Mark reviews the organisation as one of his core holdings. P…

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

9M 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
TRAILER - Why Invest in the UK? with Simon French, Alyx Wood & Laurence Hulse 0:32

9M 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
As an investor I'm happy to sing the praises of Focusrite (TUNE) 34:21

9M ago34:21

34:21

Focusrite plc is a global music and audio products group that develops and markets proprietary hardware and software products. Their solutions are used by audio professionals and amateur musicians alike in the quest for the highest possible quality of both live and studio recordings. In this episode of the podcast Mark reviews the company in respec…

1
Edward Ziff of Town Centre Securities 48:23

9M 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

10M 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

10M 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

10M 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
Investing in property. With guest castaway Tom Entwistle of Landlord Zone 45:47

10M ago45:47

45:47

Our guest castaway Tom Entwistle washed up on the beach this morning and in payment for his safe return to the mainland he has to endure a grilling from Mark. In this episode Tom talks about his success in property investing and the challenges that the market faces. Plus he reveals the story behind the incredibly popular online resource for UK land…

1
23 - The Jeremy Baksht Episode 20:46

10M 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 …

1
22 - The David Rosen Episode 16:25

10M ago16:25

16:25

David is the co-founder and CEO of Catylex, where he and his team leverage AI to extract data from contracts. Prior to Catylex, David was senior counsel at Bridgewater Associates, Executive Director and Counsel at UBS, and Director and Counsel at Credit Suisse. David started his career as a database developer before jumping into law at Cleary Gottl…

1
21 - The Kirk McKeown Episode 22:35

11M ago22:35

22:35

Kirk is one of the most brilliant and intense entrepreneurs in the data industry. He is the co-founder of Carbon Arc, a decision intelligence company. Prior to Carbon Arc, Kirk was the head of proprietary research at Point 72 Asset Management. Earlier in his career Kirk was head of proprietary research at Glenview Capital and an analyst at Tudor In…

1
Greggs (GRG) a review of one of my core portfolio stocks 35:52

11M ago35:52

35:52

Greggs seem to be going from strength to strength at the moment and this is one of Mark's core stocks. In this episode he talks in detail about Greggs and explains the compelling investment argument. Paul visits the new Greggs drive-through in Bolton to sample their cheese and onion bake. The 'Question in a Bottle' is from Jonathan Murphy who asks …

1
I never get bored with Smurfit Kappa (SKG). Here's my stock review 30:31

12M ago30:31

30:31

Smurfit Kappa is a FTSE 100 company and one of the leading providers of paper-based packaging in the world with operations in over 30 countries. In this episode of the podcast Mark explains why he has maintained faith in Smurfit Kappa through thick and thin. Paul points out that they even make a cardboard tent. The 'Question in a Bottle' this time …

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