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 …

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…

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…

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…

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…

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…

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…

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.…

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…

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 …

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…

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…

This is our second special recap episode of I See Data People! This recap episode summarizes 3 key themes: Data quality is vital to not only making the data usable, but also to trusting the results from models leveraging that data. Failure to handle data quality issues correctly can lead to “fake news” problems, compounding biases and exacerbating …

Scott is the founder and CEO of AltHub, where he helps data providers refine their offering so that investors and corporate data users can make use of the data. Prior to AltHub, Scott was the Managing Director Briarcliff Hall, a sales consultancy. He also ran sales at Roubini Global Economics, was COO of a division of Morningstar, a Managing Direct…

Salam is a Senior Director of product at Similarweb, leading the market research data product which utilizes a combination of user based data and behavioral science. Salam is also a board member of Women in Tech. Prior to Similarweb she led product at Toluna, and previously worked at eBay, Microsoft and Intel.Salam discusses the rise of personalize…

David is the founder and CEO of New Constructs, an investment research company leveraging AI to provide improved equity analysis. In addition to founding New Constructs, David previously ran a long/short equity hedge fund. Prior to New Constructs, David started his career at Credit Suisse, where he pioneered methods for analyzing regulatory disclos…

Stefania is the founder and CEO of Physis Investment where she leverages ESG data and analysis to help investors understand, track, and measure the impact of investments. Prior to Physis, Stefania was an impact fund manager and an advisor to large institutional investors on ESG investing. Stefania discusses use cases for sustainability data and how…

Saurabh is the founder and CEO of Taiyo AI and was previously the Director of the Stanford AI Index. Saurabh is also a current Brookings Institution Fellow and fellow at the Bank of International Settlements. Saurabh was previously an economist at the International Finance Corporation (IFC), the International Monetary Fund (IMF) and the World Bank.…

Amos is the founder and CEO if Prof of Wall Street and was previously an academic economist studying Neuroeconomics. Amos also served as the chief economist to a hedge fund and spent much of his career applying behavioral economics principles to marketing. Amos discusses how to utilize data to identify and combat cognitive biases in investing. He a…

Scott is the founder and CEO of JaxonAI, a rapid prototyping platform that enables users to easily build and iterate upon custom, fully-trained AI models. Prior to Jaxon, Scott was the founder and CEO of Dropfire, Founder and Managing Partner of BigVAR, and Founder and Managing Partner of BigR.io. Scott discusses the evolution of AI model training …

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…

Sarah is the founder and CEO of Sequentum, a low code platform for collecting web data. Prior to founding Sequentum, Sarah spent most of her career as a quality assurance professional, giving her a unique perspective on how to data cleanliness and quality. Sarah discusses how her perspectives on data quality influence how she thinks about scaling w…

Jon is the founder and Managing Partner of Anduril Partners. Prior to founding Anduril, Jon was portfolio manager and Chief Data Officer for Fundamental Equities at GSAM. Jon is also a current fellow at FISD. Jon discusses how the asset management community leverages data, and how he is increasingly seeing corporates adopt similar use cases for dat…

This episode summarizes four key themes: What it takes to bring a data product to market How to price data and ways data pricing may soon change Trends in Artificial Intelligence and how it relates to data Predicting the next 5 years of growth in the data industry Our hosts, Omri Shtayer and Evan Schnidman, go into detail on each of these themes, r…

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…

Thomas is the founder of Fc centripetal. Previously, he was the founder and CEO of ETR / Aptiviti. Thomas was a pioneer in the alternative data industry, blazing a path in 2008 into the space. Our discussion with Thomas discusses the process of productizing data, pricing it appropriately and understanding your client’s use case. He explains how poo…

Isabel is the founder and CEO of Arbilex, a data-driven marketplace for litigation finance. She started Arbilex after graduating from Harvard Law School and noticing her statistical background gave her a unique perspective on legal outcomes. Our discussion with Isabel highlights how a data-driven approach to investing in litigation results in outsi…

Dan is the founder and CEO of GravityAI, a marketplace for data science and AI algorithms. Prior to founding GravityAI, Dan was a Head of Product at State Street, and a Senior Product Manager at Boston Consulting Group. Our discussion with Dan revolves around the rapidly evolving toolkit for data science and data engineering work. Dan delves into s…

Mark is the Head of Data Sourcing for Capital Fund Management. Prior to CFM, he was the Communications Director for Exabel, and a Senior Analyst at Stratfor. Mark is also the host of The Alternative Data Podcast. Our discussion with Mark focuses on his unique story about breaking into the data industry, the current state and future of the industry …

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…

Yedidya is the COO of Revelio Labs, a provider of labor market data. Prior to Revelio, Yedidya was in the film production industry, giving him a unique perspective on the data landscape. Our discussion with Yedidya focuses on how to build a data company and the importance of getting engineering right, not just producing a data product.…

James is the co-founder and CEO of Quiver Quantitative. James and his brother founded Quiver Quant to bring insights from alternative data to retail investors. Capitalizing on the growth of retail investing during the pandemic, Quiver has built an enormous community of retail investors. Our discussion with James delves into the different tools and …

Ed is the Vice President of the Investor Intelligence solution at SimilarWeb, where he helped start the investor intelligence business nearly five years ago. Prior to SimilarWeb, Ed worked for Phillip Morris and discovered that using web browsing data provided profound insights, driving him to seek a job at SimilarWeb. Our discussion ties together …

Anju is the founder and CEO of EventVestor, a leading provider of financial fundamentals and event-based data. Prior to founding EventVestor, Anju worked in data management at Merrill Lynch, data analytics at KPMG and data architecture at IBM. Anju has seen all sides of the data industry as it has evolved over the past couple decades and we are thr…

Our co-hosts Evan Schnidman and Omri Shtayer interview Dan Entrup. Dan is currently the Executive Director of Data Strategy at Henry Schein, and was previously the Director of Partnerships at FactSet, after having been the CEO of Datavore and head of strategy at M Science. Dan began his career in the expert network side of the industry, so he deepl…

Our co-hosts Omri Shtayer and Evan Schnidman interview each other, explain the format and goal of the podcast, and delve into what listeners can expect.

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…