In the Company of Mavericks

Speak to Finance Talking for your financial communications training requirements. English sparkling wine is no longer a cottage industry but a new wine region in the making, and Chapel Down is its leading player. In this episode, I talk with CEO James Pennefather and Head Winemaker Josh Donaghay-Spire to explore how a Kent winery is building a global brand to rival Champagne. From 25 years of sell...

Plus: a dollar rerouted in plain sight, the AI tax hits consumers, and Britain's buffoonocracy implies a Gilt crisis as a near inevitability. Wall Street wrote the obituary for the debasement trade this week, with gold below $4,000, Bitcoin has halved, and the dollar is at a 14-month high. But with a ~6% US deficit and $40 trillion of debt, what actually changed: the price, or the thesis? All this...

Speak to Finance Talking for your financial communications training requirements. Mississippi Wins Douglas Carswell helped win the Brexit referendum, then left Britain in frustration to run the Mississippi Centre for Public Policy in a state that has quietly overtaken the UK in GDP per capita. In this episode, I talk to Douglas about why Britain has become, in his words, ungovernable and what inve...

How does someone who started out selling chocolate mousse next to a Brixton brothel, then ran a cigarette-vending round in Weston-super-Mare, end up building national surveillance systems for sovereign governments across the Gulf and Southeast Asia? In this episode of In The Company of Mavericks, Jeremy is joined by Julian Collett of Blackdown Partners to talk with Simon Tucker, founder and CEO of...

Jeremy speaks with Echo Yin , founder and portfolio manager at Varis Partners , fresh from factory visits across the US and Chinese robotics ecosystems. Echo brings an engineer's eye and investor's discipline to one of the most consequential technology races of our time. They cover why China's global export share has risen despite trade war headwinds, what deflation feels like on the ground in Sha...

Brought to you by Progressive Equity Episode sponsor Finance Talking Did the AI Look-Through Trade Just Crack? Broadcom beat consensus but dropped 13% on after-hours trading. CrowdStrike fell 10%. The Kospi crashed 7% intraday on Friday. The bar for AI stocks has moved beyond the trajectory — and the marginal buyer is starting to notice. Jeremy walks through six interconnected stories shaping the...

In this episode, Jeremy is joined by David Seaman for a conversation with Henry Rayner and Jamie Hartley, two fund managers at Ennismore, about how they've developed their craft as small-cap investors through the firm's Academy programme. We discuss: How the Ennismore Academy throws new joiners into pitching their own ideas from week one, and why that builds the muscle for genuine idea generation...

This week, the market told two stories and chose to believe the second. The first played out in the bond market. The second played out in technology. In this episode we unpack why the vigilantes won the week and then stood down, how Andy Burnham was forced to recant his economic platform without a single vote being cast, what NVIDIA's parabolic demand means for the AI CapEx broadening across Asia,...

For the first time in 21 years, Nationwide Building Society members will see a genuine choice on their AGM ballot paper. Jeremy McKeown sits down with J ames Sherwin-Smith , fintech executive, former MasterCard senior leader, and Oliver Wyman strategist, who is standing as the first member-nominated candidate for the Nationwide board since 2005. In this episode, James reveals what it actually take...

Markets at all-time highs. A closed strait. The hottest inflation prints in years. The UK government is hanging by a thread. A US-China summit that resolved precisely nothing. We ask the only question that matters right now: how long can you keep running on empty? This week's episode covers six themes that are all pointing in the same direction. What We Cover 1. The Global Equity Market Paradox Th...

In this episode of In The Company of Mavericks, we tackle the most requested topic since the podcast launched: the fundamentals of money and investing , and how to introduce these vital concepts to children, grandchildren, and the next generation. Host Jeremy McKeown is joined by Andy Craig , founder of Plain English Finance and author of the bestselling book How to Own the World , alongside Josh...

In this episode, I talk to Doomberg following our last chat in early March, and he expands on his thoughts that the Iran War was a catastrophic error with significant strategic consequences for the World. As usual, Doomberg doesn't hold back. China has entered the chat just as the UAE has exited OPEC, putting the instability among the Gulf countries and the broader Middle East into perspective. De...

Seven tankers transited the Strait of Hormuz this week, against a pre-war baseline of 140. The world's most important oil choke point is running at 5% capacity. So why did the S&P 500 just post its best April since 2020? Jeremy McKeown walks through the four stories driving markets right now: an energy shock, a bond market in revolt, a fracturing monetary order, and the deepest institutional c...

Shepherd Neame has been brewing beer on the same site in Faversham, Kent, since 1573. That's before Shakespeare. Before the King James Bible. Before anyone called a pub a pub. It has survived two World Wars, the Temperance Movement, the craft beer revolution, a very public family falling-out, and a pandemic that shut down every pub in Britain overnight. Jonathan Neame is the fifth-generation CEO,...

Brought to you by Progressive Equity and Finance Talking. Schrödinger's Strait & The Gems Among The Rubble Episode Summary: Dive into the absurdities of modern macro markets and the hidden value in UK equities in this episode of Mavericks. Host Jeremy McKeown brings together an investing "odd couple": Laurie Hulse , UK small-cap stock picker and manager of the Onward Opportunities Investment T...

Small Ships, Big Oceans, World on Fire Ami Daniel on the Middle East energy shock, the death of cheap intelligence, and why the SaaS apocalypse is your opportunity Ami Daniel, founder of maritime AI company Windward, returns to the pod with a front-row view of the Middle East energy shock — and a confession about the one big thing he got completely wrong about AI. With US naval pressure tightening...

The Iranian Toll Booth: A HyperNormal Situation Report Operation Epic Fury is over, we are told. The bombs landed. The headlines can move on. And yet, the Strait of Hormuz has become a checkpoint run by the IRGC — with US allies quietly filing the paperwork to get through. This is your HyperNormal situation report. In this solo ITCOM episode, Jeremy McKeown cuts through the noise to explain what t...

ITCOM is a podcast that helps serious active investors navigate market volatility, protect capital, and uncover new ways to confidently grow your wealth in radically uncertain times. John Polomny didn't go to Georgetown. He didn't intern under a former Secretary of State. He joined the US Navy at 18, ran nuclear reactors, travelled the world on warships, opened a brokerage account at 15, suffered...

In The Company of Mavericks | David Murrin on World War III, The Five Stages of Empire, and Surviving the Global Power Shift Host: Jeremy McKeown Guest: David Murrin (Geopolitical Forecaster and Author) Release Date: March 26th, 2026. Join host Jeremy McKeown on In the Company of Mavericks for a riveting conversation with geopolitical expert David Murrin. Discover why Murrin believes World War III...

I n The Company of Mavericks | David Murrin on World War III, The Five Stages of Empire, and Surviving the Global Power Shift Host: Jeremy McKeown Guest: David Murrin (Geopolitical Forecaster and Author) Release Date: March 26th, 2026. Join host Jeremy McKeown on In the Company of Mavericks for a riveting conversation with geopolitical expert David Murrin. Discover why Murrin believes World War II...

Michael Every on Geopolitics, Wave Theories, and the De-Financialisation of the West In this episode of In the Company of Mavericks , we are joined by Michael Every, Global Strategist at Rabobank , for a deep dive into the chaos of our current geopolitical and macroeconomic landscape.  With over two decades of experience as an economist and strategist—including senior roles at Silk Road Associates...

COMING SOON BE SURE TO SUBSCRIBE VIA YOUR PODCAST APP OR ON SUBSTACK   Michael Every on Geopolitics, Wave Theories, and the De-Financialisation of the West In this episode of In the Company of Mavericks , we are joined by Michael Every, Global Strategist at Rabobank , for a deep dive into the chaos of our current geopolitical and macroeconomic landscape.  With over two decades of experience as an...

The Strategic Importance of the Garcia Viewpoint Having advised six U.S. presidents, Charlie offers insights into the current Middle East crisis that are not merely speculative; they are informed by decades spent at the levers of power. This proximity grants him a "strategic map" allowing him to see through the fog of the US/Israeli bombing of Iran to identify the underlying structural shifts in t...

Last week, I was due to host a joint episode with Doomberg and Charlie Garcia, but diaries conspired against it. However, I got to do two recordings of influential Substackers covering global events and their implications: one through an energy lens, and the other, crafting a line of journalism that reminds me of the great PJ O'Rourke.  Capital Mischief is an ambitious investment Substack project...

In this timely episode, I chat with the internet’s favourite financial avian— Doomberg —to unpack the escalating chaos in the Middle East and its profound impact on global energy markets . Recorded on Tuesday, March 3rd, as the fog of war deepens, we dive into why oil prices are spiking and how the world’s reliance on fossil fuels is shaping modern warfare. Doomberg delivers his signature "no-hold...