In this episode Doug speaks with Bram Cornelisse the CIO and founder of Farringdon Capital, a European equity specialist. They discuss how Bram started his career, where he sees the opportunities in Europe, his views on the increasingly narrow US market. They also cover how private equity has shaped the listed investment landscape.

In this episode Doug speaks to Chris Shedrick, the founder of What3Words. They discuss: Chris’ best investment, how he started his career, why he started what3words, how the problem has changed over time, international expansion and where he sees the opportunity for the business.

Our CEO Will Davies joins the AYU team for their inaugural podcast…. Follow the link to the full episode.

Charlie and Doug discuss themes and trends that shaped 2024 and look ahead to 2025. They discuss: The implications of the Chinese wealth effect.  The explosive growth in AI infrastructure spend The surprising resilience of US econocomy and wage growth; The rapid increase in advertising expenditure on streaming platforms; The growing strength of European arms […]