Read More 4 minute read OOther News Investing in technology winners doesn’t have to be risky6 March, 20231.3K views The rate of change in technology has been astounding over the past 200 years. Since the dawn of…
Read More 4 minute read OOther News A.I. Wars: ‘Shall we play a game?’27 February, 20231.9K views In the 1983 science fiction thriller WarGames, the movie’s lead character and amateur hacker David Lightman (played by a young…
Read More 3 minute read OOther News Uncertainty abounds… but not in these sectors20 February, 20231.6K views The outlook in 2023 for most sectors in the economy remains highly uncertain and difficult to forecast. In…
Read More 7 minute read OOther News Underappreciated ideas: nuclear power could save the world13 February, 20231.1K views This year, we’ll be running a series of episodes discussing ideas which we think remain underappreciated by investors…
Read More 4 minute read OOther News What is the Market Pricing In?6 February, 20231.6K views As of Friday morning, equity markets over the past week have jumped sharply. S&P 500 is close to…
Read More 4 minute read OOther News Is this a new bull market, or a bear market rally? (Part 2)30 January, 20231.5K views It’s easy to forget, but last August the S&P 500 rallied +16.5% from its lows, the Nasdaq Index…
Read More 3 minute read OOther News What to Look Out For This Earnings Season23 January, 20231.1K views Every three months, the financial world stops what it is doing and listens to what the corporate world…
Read More 3 minute read OOther News Underappreciated Ideas: African Superpower16 January, 20231.7K viewsNo comments This year, we’ll be running a series of episodes on what we think are underappreciated narratives, ideas which…
Read More 3 minute read OOther News Be greedy when others are fearful9 January, 20231.5K viewsNo comments It may be difficult to remember, but at the beginning of last year global financial markets were in…
Read More 3 minute read OOther News Outlook for 2023: Why we’re starting to get excited19 December, 20221.5K views This week, in our last episode of the year, we will explain in more detail what our investment…