Seaspray Making Waves

E8: Seaspray Making Waves, Q3 2024 Investment Review and Outlook 23.09.2024 30:00 ↓

In our Seaspray Making Waves Podcast Episode 8-  Q3 2024 Investment Review and Outlook-  Danny O’Leary Head of Seaspray Private and Paul McGowan MD of Seaspray Financial review the financial market highlights from quarter 3. They revisit the still dominant theme of the 4 ‘i’s -  Inflation, Interest Rates, Income/Earnings, and Investment themes.  The discussion then shifts to analysis of the global...

E7: Seaspray Making Waves, Q2 2024 Investment Review and Outlook 03.07.2024 29:42 ↓

In our Seaspray Making Waves Podcast Episode 7- Q2 2024 Investment Review and Outlook- Danny O’Leary Head of Seaspray Private and Paul McGowan MD of Seaspray Financial review the financial market highlights from the second quarter. They revisit the critical topics of the 4 ‘i’s - Inflation, Interest Rates, Income/Earnings, and Investment themes. The discussion then shifts to the global economic ou...

E6:Seaspray Making Waves Q1 2024 Investment Review & Outlook 17.04.2024 29:26 ↓

In our Seaspray Making Waves Podcast Episode 6-  Q1 2024 Investment Review and Outlook-  Danny O’Leary and Paul McGowan take a brief look back at the financial market highlights from the first quarter discussing The 4 ‘i’s-  Inflation, Interest Rates, Income/Earnings, and Investment themes . The focus then switches to the anticipated performance of the domestic and global economy into the second q...

E5: Seaspray Making Waves, Reviewing 2023 and looking ahead to 2024 and its investment opportunities 16.01.2024 42:23 ↓

In our Making Waves podcast Episode 5, Danny O’Leary and Paul McGowan take brief look back at financial market highlights from last year, before exploring what's ahead in 2024 both domestically and internationally, discussing key geo-political developments and the emergence of AI technologies, as well as outlining where they see value and growth for investors.

E4: Seaspray Making Waves, Looking back on Q3, The 2024 Irish Budget & Future opportunities 17.10.2023 38:16 ↓

Episode 4 of our Making Waves podcast series reviews what happened in the market during Quarter 3 of this year. There were plenty of talking points which Danny O’Leary and Paul McGowan touched on including highlights from the recent Irish Budget 2024 , a focus on some of the key macro-economic and market-related calls from earlier in the year as well as outlining where the opportunities and value...

E3: Seaspray Making Waves, Looking back on the first half of 2023. 17.07.2023 38:01 ↓

In Making Waves Episode 3, we look back on the first half of 2023. There are plenty of talking points which Danny O'Leary and Paul McGowan touch on- global equity performance year to date, impact AI has had on the technology sectors growth, our domestic economy, inflation, monetary policies and a look at the macro-economic outlook for the rest of the year ahead. We hope you enjoy the discussio...