Best Jim McKeown Podcasts (2024)

1
Juggling Hand Grenades with Duncan MacInnes of The Ruffer Investment Company 54:25

3h ago54:25

54:25

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 compa…

1
Likely Stories - James 3:33

3h ago3:33

3:33

Hello, my name is Douglas Henry, dean of the Honors College at Baylor University. With this week's edition of Likely Stories.By Douglas Henry

1
COMING SOON - Macro Informed Value Investing with Duncan MacInnes of The Ruffer Investment Company 1:09

2h ago1:09

1:09

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 dr…

1
Likely Stories - The Frozen River 3:32

23h ago3:32

3:32

Hi, and welcome to another edition of Likely Stories. I’m Paige Connell, and I teach English at Midway High School. When this year comes to a close, if The Frozen River by Ariel Lawhon isn’t my top 1-2 best books of the year, I will be shocked.By Paige Connell

1
AI on the Ocean & AIM with Ami Daniel of Windward 49:26

13d ago49:26

49:26

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 compa…

1
Likely Stories - A Book of Noises: Notes on the Auraculous 3:30

16d ago3:30

3:30

This is the Reverend Dr. Andrew Armand. I'm an Episcopal priest here in town at St. Alban's Episcopal Church. Welcome to this next edition of Likely Stories.By Rev. Dr. Andrew Armond

1
COMING SOON - AI on the Ocean & AIM with Ami Daniel of Windward 1:13

13d ago1:13

1:13

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…

1
Likely Stories - Shut Up, This Is Serious 3:34

24d ago3:34

3:34

Ah, high school. The sounds. The smells. The drama.By Gia Chevis

1
Balancing Risks Without Bonds with Tim Price of Price Value Partners 39:20

30d ago39:20

39:20

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 differentiat…

1
Likely Stories - Tender is the Flesh 3:30

1M ago3:30

3:30

Spooky season is approaching. The days are getting shorter, the nights are getting longer, and the flavors are getting pumpkiny-er.By Heather White

1
COMING SOON - Balancing Risks Without Bonds with Tim Price of Price Value Partners 1:06

1M ago1:06

1:06

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 differentiat…

1
Likely Stories - Upstairs at the White House 3:30

1M ago3:30

3:30

If you have ever wanted a glimpse behind the curtain at the White House, "Upstairs at the White House" by Chief Usher JB West is the book for you.By Diane Kemper

1
The Best Performing Small Cap Investor You've Never Heard Of - with Geoff Oldfield of Ennismore Fund Management 43:41

1M ago43:41

43:41

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…

1
Likely Stories - The Inheritance Games 3:30

2M ago3:30

3:30

Hi, my name is Shenequa Williams, and I am an Instructional Specialist at Cedar Ridge Elementary. Today, I'm reviewing The Inheritance Games by Jennifer Lynn Barnes.By Shenequa Williams

1
COMING SOON - The Best Performing Small Cap Investor You've Never Heard Of - with Geoff Oldfield of Ennismore Fund Management 4:18

2M ago4:18

4:18

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…

1
Likely Stories - Sipsworth 3:31

2M ago3:31

3:31

Hi, and welcome back to Likely Stories. I'm Paige Connell, an English teacher at Midway High School, with a review of the most precious book about finding your purpose, caring for others, and the beauty of life-even among the smallest of creatures. Sipsworth by Simon van Booy moved me to tears and filled my cup.…

1
Likely Stories - The Librarian of Burned Books 3:38

2M ago3:38

3:38

I love books about books. Really, who wouldn't want to be a librarian holding the multiverse together, as in The Invisible Library series? And so many give great us reading lists as a bonus.By Gia Chevis

1
Likely Stories - Demon Copperhead 3:34

2M ago3:34

3:34

Hello. My name is Douglas Henry, Dean of the Honors College at Baylor University.Last year, Barbara Kingsolver won the Pulitzer Prize for fiction for her novel, Demon Copperhead. Inspired by Charles Dickens' David Copperfield, Kingsolver lays bare the woeful lives of orphans in drug-addicted America.…

1
Likely Stories - Never Let Me Go 3:30

2M ago3:30

3:30

During the COVID-19 pandemic quarantine, some people learned to make sourdough, and some learned to paint. Me? I read books. I'm Emma Weidmann, the Arts and Life Editor at the Baylor Lariat, with this week's edition of Likely Stories on KWBU.By Emma Weidmann

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

2M 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
Likely Stories - The Boys in the Boat: Nine Americans and Their Epic Quest for Gold at the nineteen thirty-six Berlin Olympics. 3:31

3M ago3:31

3:31

Harrison Otis says of The Boys in the Boat: Nine Americans and Their Epic Quest for Gold at the nineteen thirty-six Berlin Olympics, "...this is more than a sports story. It’s a window into American life during the Great Depression. It’s a story about Hitler’s rise to power. It’s a story of the men and women from Washington whose friendships and co…

1
The Importance of Resilience with Simon Phillips of CT Automotive 47:15

3M 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
Likely Stories - Normal People 3:31

3M ago3:31

3:31

Why hello there, I’m Malcolm Foster, Operations Assistant at KWBU, habitual collector of books and lifelong lover of compelling storytelling. Today I want to talk about a body of work that captured both my head and my heart. A book that I still find myself thinking of years after my first read through.…

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

3M 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

3M 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
Market Capitulations & Narrative Shifts with Adam Rackley of Cape Wrath Capital 51:13

3M 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
Likely Stories - Starter Villain 3:30

3M ago3:30

3:30

Hi, and welcome to Likely Stories. I’m Paige Connell, and I teach 9th grade English at Midway High School. Today I want to talk about one of my surprise favorite books of 2023, Starter Villain by John Scalzi.By Paige Connell

1
COMING SOON - Capitulation Events & Narrative Shifts with Adam Rackley of Cape Wrath Capital 1:25

3M 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
Likely Stories - The Displacements 3:30

4M ago3:30

3:30

Of all the books I have read recently, the one I have recommended to the most people is “The Displacements” by Bruce Holsinger.By Rebecca Flavin

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

4M 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
Likely Stories - Devotions 3:30

4M ago3:30

3:30

My name is Heather White. When I am not managing my household and caring for my young children, I teach art and art history classes here in Waco. Today I am recommending the book “Devotions” by Mary OliverBy Heather White

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

4M 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
Likely Stories - Klara and the Sun 3:30

4M ago3:30

3:30

Hi, and welcome to Likely Stories. My name is Harrison Otis, and I'm a graduate student in the English department at Baylor University. Today I'm reviewing Klara and the sun, the 2021 novel by the British author Kazuo Ishiguro.By Harrison Otis

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