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…

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…

Hear stories and experiences from multiple organisers, volunteers and young people from Summer Madness 2024

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…

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 …

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…

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…

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…

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…

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…

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 …

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…

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…

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…

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 …

Hear from Simon Henry - National Youth Officer for the Church of Ireland and the current Chairperson of Youth Link - share a little of his journey to faith and the work he is involved in. As well as a challenge to his vast knowledge of cheesy 90's pop music.

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…

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…

Listen to Darren interviewing a number of different people who attended the 4 Corners Festival in Belfast recently. Hear the views of young people and some older voices deliver their message for hope in the future.

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…

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…

Youth for Craigavon's Jonny Matthews shares his story through faith into youth work and his hopes for 2024 - with some fun chat along the way.

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

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…

Hear from Youth Links new Director - Joe McKeown

The Youth Link Youth Staff Team come into the studio to share their highlights of 2023 and hopes for 2024 along with their Christmas themed quick fire questions and of course, their favourite 'wee piece'

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,…

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…

Hear from Lynda who is the Good Relations Manager for Youth Initiatives - her story, hopes and what is her favourite wee peace!

Natalie Phillips - Youth Evangelist Crown Jesus Ministries Listen to Natalie speak about her journey into youth work and hope for the future!By Darren Sheils

Listen to Jimbo share his journey into youth work and his current work with Children of the Nations in Malawi!

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…

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

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,…

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,…

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…

By Darren Sheils

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.…

In the September Episode of the Wee Peace Podcast, we meet Aoife Redmond from Peace Players. Aoife graduated from Youth Link's Youth Work and Practical Theology degree program with CYM and was an intern with the Irish Methodist Church Youth and Children - TOM TEAM. She is now mixing her skills in youth work with sports and peacebuilding. Listen to …

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. For today’s episode, I am rejoined by Sukh Chamdal, the founder and CEO of AIM-listed Cake Box. For background on Sukh and Cake Box, you should listen to episode…

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. For today’s episode, David Seaman of Alpha Cygni Investment Management joins me for a conversation with James Wilson, fund manager of The Huginn Fund. The Huginn…

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. I am joined by private investor Mark Atkinson, host of the Desert Island Investor Podcast, for a conversation with Mark Smithson, the founder and CEO of Marks El…

Today I am joined by two young active UK equity fund managers with distinct investment styles. Alyx Wood is the founder and Chief Investment Officer of Kernow Asset Management. Kernow is a contrarian investor using fundamental analysis and catalyst-driven mean reversion investing. Alyx is a long-short investor. Laurence Hulse is a Director of Dowga…

This episode is made possible by Progressive Equity Research Ltd. A great conversation with two Irishmen with deep domain knowledge in commercialising modern pharmaceutical products. This is a journey into the world of precision medicine and diagnostics. Padraic Dempsey, formerly CCO at Uniphar, joins me for a fascinating conversation with Peter Ke…

Thanks to Progressive Equity Research for making this episode possible. In this episode, Miles talks about the changes he is implementing in the business and the opportunities to grow by product, industry, and geography, both organically and via acquisition. Miles demonstrates a wide-ranging understanding of the markets in which Concurrent operates…

In this episode, Andrew Hollingworth of Holland Advisors discusses what he looks for in the maverick owner managers he invests in. He talks about what he chose to back Mike Ashley of Sports Direct, now Frasers and how he thinks about capital allocation and governance issues. He also runs through his investment thesis on JD Wetherspoon, and other ow…

I am joined by franchise industry veteran, Ian Bradley, for a conversation with Stephen Hemsley, Founder and Chairman of Franchise Brands. *** A REQUEST - I support a charity called Level Water which uses the power of swimming to change the lives of children with disabilities. Later this month I will be swimming the 6km from Averton Gifford to Bant…

This episode is a fascinating insight into the changing mix of our sources of energy from serial entrepreneur Andrew Austin. Andrew is founder and Executive Chairman of Kistos Plc which he founded in 2020. Kistos owns gas assets in the Dutch sector of the North Sea and has agreed to acquire an interest in the Greater Laggan Area, West of Shetland f…

Renowned stockpicker Rosemary Banyard joins me for a fascinating conversation with Julie Lavington and Ali Hall co-founders and co-CEOs of online women's fashion brand Sosandar. Julie and Ali met in 2006 working at Time Inc. They launched the successful women's high street fashion magazine Look, which had a 300 000 weekly circulation. They identifi…

Brendan D'Souza of Dowgate Capital joins me to talk to Nadeem Raza, CEO of Microlise. Microlise is a dominant software supplier to the UK logistics and road haulage industry. Nadeem has worked his way up from being a software engineer in the late 1980s and gives us a masterclass in how focusing on solving customer problems and taking a long term vi…