Best Paul Kerin Podcasts (2024)

1
Question in a Bottle. When did you give up your day job? 16:08

8h 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
There's money in laundering. My review of ME Group (MEGP) 42:52

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

10d 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
I want Titon Holdings to be winners, but I didn't pull any punches at their 2024 AGM. 1:07:45

27d 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
Question in a Bottle. How do I buy shares for my grandchildren? 10:38

1M 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
Fundsmith. My review of the 2024 Annual Shareholder Meeting. 29:35

3M 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

3M 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
I invested in Entain Plc (ENT) Did I get a good deal? 33:57

4M 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
Question in a Bottle. What are your top 5 stocks? 12:10

4M 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
A Christmas review of my investment in James Halstead (JHD) 37:39

5M 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
Why I think my holding in Somero (SOM) is a rock solid investment 38:40

6M 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
My personal take on Unilever (ULVR) one of my core stocks. 37:39

7M 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
As an investor I'm happy to sing the praises of Focusrite (TUNE) 34:21

7M 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
Investing in property. With guest castaway Tom Entwistle of Landlord Zone 45:47

8M 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
Carry the Two Farewell (for now) 6:18

8M ago6:18

6:18

Find our transcript here: LINK Follow more of IMSI’s work: www.IMSI.institute, (twitter) @IMSI_institute, (mastodon) https://sciencemastodon.com/@IMSI, (instagram) IMSI.institute Follow Sadie Witkowski: https://www.sadiewit.com/, @SadieWit This episode was audio engineered by Tyler Damme. Music by Blue Dot Sessions. The Institute for Mathematical a…

1
Caitlin Parrish and Allyson Ettinger on AI & the WGA Strike 40:07

9M ago40:07

40:07

In this classic episode, we explore how GPT-3, a free online natural language processing artificial intelligence by Open AI, does and doesn’t work. Make sure to stick around until the end for an update on how AI is a core demand between the Writers Guild of America and the Alliance of Motion Picture and Television Producers. GPT-3 takes advantage o…

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

9M 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
Jamie Barty on Visual Effects in Television 29:59

9M ago29:59

29:59

Were you impressed by the underwater scenes in Avatar 2? Have you spent hours trying to figure out how they built the ice wall in Game of Thrones? Everything from big effects like these to smaller hidden visual effects like creating a skyline for an indoor set fall under the purview of visual effects. In this episode of Carry the Two, we get a behi…

1
Tara Kerin on The Last of Us 18:25

10M ago18:25

18:25

Could a fungus really wipe out the majority of humans, as shown in the HBO (Max) series The Last of Us? How realistic is the show’s portrayal of epidemiology? Guest and project scientist at UCLA, Tara Kerin explores these questions and how statistics are a core tool in her field of research. Find our transcript here: LINK Curious to learn more? Che…

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

10M 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 …

1
Robert Rosner and Paul Wilson on Oppenheimer 32:24

10M ago32:24

32:24

The world, and the US in particular, have a complicated history with nuclear fission. Splitting atoms led to both the development of nuclear energy and weapons with catastrophic power. In the film Oppenheimer, director Christopher Nolan explores these issues. Here we expand this examination to the seminal work done in the Midwest. In this episode o…

1
Why I added to my holding in STRIX (KETL) the masters of hot & cold water 32:00

10M ago32:00

32:00

STRIX (KETL) is based on the Isle of Man and is the company behind a patented bi-metallic thermostatic switch which can be found in homes around the world. Applications include kettles, irons and toasters. Through a series of acquisitions the company has also diversified into water filtration products and a remarkable system that delivers chilled, …

1
Kevin Grazier on Orbital Dynamics in Foundation 25:15

11M ago25:15

25:15

If you’ve seen the first season of Apple TV’s Foundation, you probably noticed how heavily the show relies on ideas based in mathematics and statistics. However, while the idea of a field of research called psycho-history seems far-fetched, some of the show's scenes are much closer to reality than you might realize. In this episode, we hear from pl…

1
#Ask The Once And Future Nerd for Bk. 2, Ch. 9 1:16:24

10M ago1:16:24

1:16:24

Today’s bonus content is the #AskTOAFN listener Q&A for Book 2, Chapter 9. Christian, Dan, Anya and Greg answer a few questions related to the chapter…and then mostly relitigate Tumblr’s “Sexiest Once And Future Nerd Character” poll. ANNOUNCEMENTS: Due to a (very literal) expansion in the TOAFN family, there will be a longer than usual break betwee…

1
Summer Hiatus 1:44

11M ago1:44

1:44

We're taking a short break to prepare for our next series of episodes, looking at mathematics and statistics in Hollywood. So stay tuned! Find our transcript here: LINK Follow more of IMSI’s work: www.IMSI.institute, (twitter) @IMSI_institute, (instagram) IMSI.institute Music by Blue Dot Sessions. The Institute for Mathematical and Statistical Inno…

1
Central Asia Metals (CAML) is one of my most promising stocks 32:07

11M ago32:07

32:07

On the basis that less is more, the quest for less CO2 emissions will undoubtedly require the production of more copper wiring and copper components as the world focuses on renewable energy and electric vehicles. In this episode Mark explains that although he is not a fan of mining stocks, he is nonetheless happy to have Central Asia Metals (CAML) …

1
Dan Cooley on the Colorado Fire Season 23:14

11M ago23:14

23:14

Predicting weather is already a difficult statistical challenge, but it becomes even more complex when trying to predict rare weather events. Dan Cooley, a professor in the statistics department at Colorado State University, uses extreme value analysis to model these rare events. In today’s episode, we ask Dan how his work can help explain the chan…

1
Angel Hsu on Urbanization and Climate Change 25:06

12M ago25:06

25:06

Researchers become interested in their fields through all sorts of unique paths. Today’s guest, Angel Hsu of University of North Carolina Chapel Hill, came to climate research from a public policy background. She uses her work to help inform local communities how policy decisions affect different groups’ risk to extreme heat and the heat island eff…

1
Matt Huber on Modeling Paleoclimates 26:26

12M ago26:26

26:26

Today we speak with a non-mathematician who uses mathematical tools to understand our planet’s past climates and what they might be able to tell us about our future. Matt Huber, from Purdue University, tells us how the paleoclimate had sudden, rapid shifts in the climate that our current climate models aren’t good at predicting. So, if we’re on the…

1
Tesco (TSCO) is my longest held large-cap investment. Here's why 42:29

12M ago42:29

42:29

Tesco supermarket (TSCO) is just one of several options if you're looking to add a large-cap retail business to your portfolio. In this episode of the podcast Mark explains why he invested in Tesco and why he has held that investment for so long. He breaks down his investment argument into 5 categories that will be useful for anyone thinking of inv…

1
A Handful Of Bodyguards, Pt. 5 32:33

12M ago32:33

32:33

In the conclusion of Book 2, Chapter 9, Billy does what Billy does best – be a huge pain in the ass – and reshapes the power balance of Pacific Ridge. And just in time for the arrival of a very influential power broker. First Snow prepares to delivery discouraging news to her community. CREDITS FOR THIS EPISODE: Directed by CHRISTIAN T. KELLEY-MADE…

1
Kristie Ebi on Climate Change & Global Health 24:04

1y ago24:04

24:04

Turn on the news during the spring and you’ll hear how seasonal allergies are being made worse by climate change. But it turns out the seasonal sniffles are some of the smallest health consequences of our rapidly shifting climate. Droughts and floods don’t just damage the local ecosystem, they also have real, measurable effects on human health. In …

1
Jane Baldwin on Modeling Climate Change Hazards 22:45

1y ago22:45

22:45

We are continuing our collaboration between Carry the Two and the American Geophysical Union’s Third Pod from the Sun with another episode! Jane Baldwin’s research centers issues of equity when it comes to understanding climate change’s impact on the global population. In this episode, we hear how Jane gets clever with data sources to better unders…

1
Maike Sonnewald on Modeling Oceanic Currents 24:42

1y ago24:42

24:42

Welcome to the first episode of Carry the Two’s collaboration with the American Geophysical Union’s Third Pod from the Sun! In this episode, we get our feet wet with physical oceanographer, Maike Sonnewald. Maike explains how the ocean currents interplay with our warming atmosphere and what that means for our climate. Using machine learning to buil…

1
My interview with Jeremy McKeown, stock market legend and podcaster 1:10:12

1y ago1:10:12

1:10:12

Jeremy McKeown has worked in the City for over 4 decades in both fund management and stockbroking. He is currently a well respected investment consultant and he also hosts the popular podcast 'In the company of Mavericks' on Spotify and other podcasting channels. In this episode Mark talks at length with Jeremy about his journey and Paul heads off …

1
A Handful Of Bodyguards, Pt. 4 28:40

1y ago28:40

28:40

Regan becomes increasingly entangled in the affairs of Pacific Ridge, while the Party puts their plan into motion. Yllodyk may have found an ally, but she has some explaining to do first. CREDITS FOR THIS EPISODE: Directed by CHRISTIAN T. KELLEY-MADERA Written by CHRISTIAN T. KELLEY-MADERA and GREGORY M. SCHULZ PERFORMED BY: RHIANNON ANGELL as… Yll…

1
Kathryn Leonard and Axel Carlier on Crowdsourcing for Math Research 27:09

1y ago27:09

27:09

We’re still celebrating Mathematical and Statistical Awareness Month here at Carry the Two. This time, we’re taking a look at how anyone can get involved with research and help move mathematics (or statistics) forward. We explore the differences between citizen science, community science, and crowd sourcing and how one group of researchers used an …

1
Is the wind of change imminent for Titon Holdings (TON)? 55:04

1y ago55:04

55:04

Will a cold stock warm up again? This is the question that Mark faced with his holding in Titon Holdings (TON), so he went off on a fact-finding mission to get a clearer picture of how his investment might pan out in the future. In this episode he reviews the stock, explains the challenges that the company was facing and reveals how the management …

1
Benson Farb on Math and Mentorship 34:38

1y ago34:38

34:38

Happy Mathematical and Statistical Awareness Month! To celebrate, hosts Sadie and Ian decided to take a peek behind the curtain and see what it is that pure mathematicians do all day. This episode follows a conversation with University of Chicago Math Professor Benson Farb as he explains how he approaches mentoring future mathematicians and what go…

1
I acquired a new stock. Sustainable Palm Oil producer M.P. Evans (MPE) 34:51

1y ago34:51

34:51

In this episode of the podcast Mark reviews the latest addition to his portfolio, sustainable palm oil producer M.P. Evans (MPE). M.P. Evans Group PLC owns oil-palm plantations in Indonesia and also has an investment in a property company in Malaysia. Its shares are traded on the London Stock Exchange AIM. The 'Question in a Bottle' this time is fr…

1
Spring Hiatus 1:57

1y ago1:57

1:57

We're taking a short break to prepare for the rest of Season 2 and our collaboration with AGU’s Third Pod from the Sun. So stay tuned! Find our transcript here: LINK Follow more of IMSI’s work: www.IMSI.institute, (twitter) @IMSI_institute, (instagram) IMSI.institute This episode was audio engineered by Tyler Damme. Music by Blue Dot Sessions. The …

1
A Handful Of Bodyguards, Pt. 3 36:26

1y ago36:26

36:26

Yllodyk reckons with the aftershock from her parents’ untimely deaths. Under the Black Mountains, Mag Uidhir and the Dragon make good on their bargain. CREDITS FOR THIS EPISODE: Directed by CHRISTIAN T. KELLEY-MADERA Written by O CARCIENTE and CHRISTIAN T. KELLEY-MADERA PERFORMED BY: RHIANNON ANGELL as… Yllodyk GARRETT ARMYN as… Jethro IAN HARKINS …

1
Jude Higdon on Small Town Policing 31:50

1y ago31:50

31:50

We have another guest host this episode, with Jude Higdon. Jude is the Chief Information Officer at Bennington College and co-founder of the QSIDE Institute. Jude led the charge during IMSI’s Research Collaboration Workshop that was aimed at addressing small town policing. Using the road map laid out by the Small Town Policing Accountability (SToPA…

1
Fundsmith. My feedback from the 2023 shareholders' meeting 33:53

1y ago33:53

33:53

In this podcast, Mark provides his feedback from attending the Fundsmith Annual Shareholder's Meeting as well as the first Fundsmith regional event in Manchester. Fundsmith, under the guidance of legendary portfolio manager Terry Smith, invest in equities on a global basis and the company’s approach is to be a long-term investor in its chosen stock…

1
Carrie Diaz Eaton on Community-Driven Data Science 30:05

1y ago30:05

30:05

Joining the helm as cohost, Bates Professor Carrie Diaz Eaton leads this week’s exploration of how to build a data science tool, not just for local activists, but with them. We begin with how the partnership between the environmental justice leadership program Nuevas Voces and Carrie’s team of interdisciplinary math researchers first met. Then, we …

1
A Handful Of Bodyguards, Pt. 2 24:47

1y ago24:47

24:47

Old rivalries flare in Pacific Ridge. Nelson finds a kindred spirit. Regan folds some new allies into the Party’s plan. CREDITS FOR THIS EPISODE: Directed by CHRISTIAN T. KELLEY-MADERA Written by CHRISTIAN T. KELLEY-MADERA and GREGORY M. SCHULZ PERFORMED BY: RHIANNON ANGELL as… Janey GARRETT ARMYN as… Sir Brennen Willemson DAN DOBRANSKY as… Vanderb…

1
Heather Zheng on Privacy and AI 36:30

1+ y ago36:30

36:30

What if you had a way to upload as many selfies as you wanted to instagram or facebook, and still protect yourself from facial recognition software? Turns out, that’s not a pipe dream! In fact, the SAND Lab (Security, Algorithms,Networking and Data) at the University of Chicago is developing all sorts of tools and techniques to help us protect our …

1
I review touch-screen manufacturer Zytronic (ZYT) and visit their AGM 37:33

1+ y ago37:33

37:33

In this episode, Mark provides his personal review of touch screen manufacturer Zytronic (ZYT) and talks about his experience of attending their 2023 AGM. Zytronic are global leaders in providing touch screen solutions that are durable and responsive. The Zytronics Group operates from three modern factories which are all located on a single site in…

1
Allyson Ettinger on GPT-3 41:27

1+ y ago41:27

41:27

How can a teacher know if a student actually wrote their book report, or if a computer did it? Are AI writers coming for journalists’ jobs? What does it mean when a language processing model can write its own computer code upon request? These are all questions currently sparked by GPT-3, a free online natural language processing artificial intellig…

1
How to invest and relax. My intro and review of MTI Wireless Edge (MWE) 17:34

1+ y ago17:34

17:34

In this first episode of his new podcast, Mark explains his basic philosophy about investing and also provides a personal review of a recent addition to his portfolio, MTI Wireless Edge (MWE). This Israeli company is a world leader in the development and production of antenna solutions for both military and commercial markets. The Desert Island Inv…

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Paul Kerin Podcasts

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