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IC Interviews: Joel Greenblatt
Joel Greenblatt is managing director and co-chief investment officer at Gotham Asset Management, having co-founded Gotham in 1985. His written work i…
3 years ago
The Companies and Markets show: The collapse of SVB plus Budget reaction
On this episode of the Companies and Markets show, Dan Jones and co provide a full autopsy of the largest banking collapse since 2008, namely that of…
3 years ago
The Companies and Markets show: Budget preview + London's shaky market
On this episode of the Companies and Markets Show, Dan Jones hosts a discussion on the fate of the London market. How can it hope to compete with a n…
3 years ago
IC Interviews: Stephen Yiu
Dave Baxter is joined by Stephen Yiu, lead manager of the popular but embattled Blue Whale Growth fund (GB00BD6PG787). They discuss recent shifts in …
3 years ago
The Companies and Markets show: ITV, Persimmon and investing lump sums
On the podcast today, ITV is our result of the week, with Jemma Slingo on hand to take us through the major talking points (including whether you can…
3 years, 1 month ago
The Companies and Markets show: A travel boom and semiconductor wars
On this episode of the Companies and Markets show, Dan Jones hosts Chris Akers for a discussion of the hotel group's IHG and Whitbread following thei…
3 years, 1 month ago
The Companies and Markets show: Banks, Glencore & the FTSE hits 8000
Alex Newman stands in for Dan Jones on this week's episode of the Companies and Markets podcast.
On the agenda, first up Julian Hofmann takes us thro…
3 years, 1 month ago
Partner Content: Why the sky’s the limit for Zipline’s delivery drones
Supplying life-saving medical supplies by robotic flights in Africa is just the start. Zipline’s co-founder Keller Rinaudo Cliffton talks to Scottish…
3 years, 1 month ago
IC Interviews: Richard Crawford (TRIG)
Dave Baxter is joined by The Renewables Infrastructure Group (TRIG) investment manager Richard Crawford. In a wide-ranging discussion they look at th…
3 years, 1 month ago
The Companies and Markets show: BP & Shell's bumper profits, Unilever, housebuilders
On this week's episode, BP turned in profits of $28bn for 2022. That may sound a lot until you realise Shell racked up $40bn. Commodities expert Alex…
3 years, 1 month ago