최고 Panmure 팟캐스트 (2024)

1
Podcast - The Dispersion of Power: A Critical Realist Theory of Democracy 1:02:08

3M ago1:02:08

1:02:08

About the Talk In this episode of the Governance Podcast, CSGS Director Mark Pennington speaks with Dr Samuel Bagg about his recent book - The Dispersal of Power: A Critical Realist Theory of Democracy, published by Oxford University Press. The book presents an in depth consideration of the problem of 'elite capture' and the possible strategies to …

1
Podcast: Liberal vs Paternalist Approaches to Economic Development Policy with Prof William Easterly 53:01

9M ago53:01

53:01

About the Talk In this episode of the Governance podcast, our Director Mark Pennington speaks to Prof. William Easterly from New York University on liberal vs paternalist approaches to economic development policy. The Guest William Easterly is Professor of Economics at New York University and Co-director of the NYU Development Research Institute, w…

1
Podcast - Estonia and Socialist Reality with Matthew D. Mitchell 59:10

9M ago59:10

59:10

About the Talk In this episode of the Governance podcast, our Director Mark Pennington interviews Dr. Matthew Mitchell on the socialist reality in Estonia’s history. This episode is part of Matthew’s co-authored publication as part of the Realities of Socialism series run by the Fraser Institute. The Guest Matthew D. Mitchell is a Senior Fellow in …

1
From Panmure House to State Capitalism: Adam Dixon on the relevance of Adam Smith 59:49

10M ago59:49

59:49

About the Talk In this episode of the podcast, Prof. Mark Pennington interviews Prof. Adam Dixon on the contemporary relevance of the Scottish philosopher and political economist Adam Smith. The Guest Adam D. Dixon holds the Adam Smith Chair in Sustainable Capitalism at Adam Smith’s Panmure House, the last and final home of moral philosopher and fa…

1
The Life and Times of F.A. Hayek: A Conversation with Bruce Caldwell 49:11

11M ago49:11

49:11

About the Talk In this episode of the podcast, Prof. Mark Pennington interviews Prof. Bruce Caldwell, one of the co-authors of this recently published book Hayek: A Life. Few twentieth-century figures have been lionized and vilified in such equal measure as Friedrich Hayek—economist, social theorist, leader of the Austrian school of economics, and …

1
Podcast: Liberty and Complexity in Liberalism and Conservatism with Dr. Greg Collins 49:12

1y ago49:12

49:12

About the Talk Can a moral or divine law independent of contingency accommodate the social and economic complexities of circumstance? Does a defense of custom necessarily repudiate the idea of immutable law applicable to all peoples and cultures? Is transcendent universality and spontaneous order reconcilable? This episode explores this age-old ten…

1
AI applications outside Generative AI. 20:46

1+ y ago20:46

20:46

Generative AI has stolen the headlines this year, and quite rightly so, but some AI applications that have been in the pipeline for years have fallen out of the limelight. Today we hope to shine a light back on these, focussing in particular on healthcare, creative industries and agriculture. This week Alastair McRobert, Investment Manager at Verme…

1
Thoughts on 2023 - Sailing on the Seven Seas with Simon King and Paul Dixey 31:52

1+ y ago31:52

31:52

This week Paul and Simon take a look back at the first half of the year and discuss what’s worked, and what hasn’t worked for investors. They then discuss what the investment team at Vermeer Partners will be focusing on during the second of the year, including the government bond market, alternative assets and high quality equities. www.vermeerllp.…

1
Should we be worried about the commercial property market? 19:07

1+ y ago19:07

19:07

This week Paul and Alastair McRobert, Investment Manager at Vermeer Partners, discuss why investors are worried about the commercial property market, and in particular whether this will push the economy into recession.저자 Vermeer Partners

1
Podcast: When Law sends the Wrong Message: Understanding What Laws Communicate About ‘Socially Acceptable Behavior’ with Shubhangi Roy 53:51

1+ y ago53:51

53:51

About the Talk Lawmakers, activists, and academics, often, presume that enacting a law sends a (powerful) message about what is socially desirable and acceptable. At worst, it is presumed that it will stay as ink on paper and not create any change. Therefore, it is considered as a cost-less endeavor with potential for creating great change at low c…

1
The Art of … Contemporary Art with Simon Melling, CEO and Irene Pouliassi, Gallery Director of D-Contemporary 22:00

1+ y ago22:00

22:00

In this latest Art of Investment episode, the focus is definitely on Art rather than Investment, as Paul hands over the microphone to Simon Melling our CEO. Vermeer Partners is delighted to be sponsoring this year’s D Contemporary Gallery Summer Exhibition, and in this podcast Simon is in conversation with the Gallery Director and Curator: Irene Po…

1
The prospects for the UK with Simon French, Chief Economist of Panmure Gordon 30:17

1+ y ago30:17

30:17

The Bank of England’s forecast that the UK would enter its longest recession in 100 years has proven to be wide of the mark. But what is the outlook for the UK economy from here – do we have reasons to be optimistic? This week on the podcast, Simon French, Chief Economist of Panmure Gordon shares his views on UK growth, what we need to do to improv…

1
Complexity and the Politics of Regulation: A Discussion with Andrew Haldane 50:47

1+ y ago50:47

50:47

On this week’s episode of the Governance Podcast, Mark Pennington, the Director at the Study of Governance and Society here at King College London, interviews Andy Haldane. This episode is titled 'Complexity and the Politics of Regulation’, and discusses the governance of financial risk in conditions where it's hard to predict how agents will respo…

1
Why we invest in technology, healthcare and the energy transition at Vermeer Partners, with Simon King and Paul Dixey 32:47

1+ y ago32:47

32:47

This week we take a look at the reasons behind investing in technology, healthcare and the energy transition. We also discuss the current banking crisis and whether we should be concerned by cracks appearing in the commercial real estate market. www.vermeerllp.com저자 Ver

1
‘Too much’ and ‘too little’ content moderation: Internet governance as a case study in advanced liberal modes of government: In Conversation with Terry Flew 50:52

1+ y ago50:52

50:52

On this week’s episode of the Governance Podcast, Mark Pennington, the Director at the Study of Governance and Society here at King College London, interviews Professor Terry Flew. This episode is titled "‘Too much’ and ‘too little’ content moderation", and discusses the question of content moderation on digital platforms as a case study in Foucaul…

1
The data that is and that data the isn’t: the pitfalls of using big data: In conversation with Diane Coyle 50:39

1+ y ago50:39

50:39

On this week’s episode of the Governance Podcast, Mark Pennington, the Director at the Study of Governance and Society here at King College London, interviews Professor Diane Coyle. This episode is titled "The data that is and that data the isn't: the pitfalls of using big data", and discusses the various uses and implications of big data in societ…

1
The outlook for the Asia Pacific region, with Tom Naughton of Prusik Investment Management 37:43

1+ y ago37:43

37:43

We were thrilled to welcome back Tom Naughton onto the podcast this week. Tom is Managing Partner and CIO of Prusik Investment Management, the Asia equity boutique and was one of our first ever guests on the show in 2021. Tom talks to us about the strength of the financial system in the markets he covers, how he prepared for the impact of inflation…

1
Politics and Expertise: In Conversation with Zeynep Pamuk 36:12

1+ y ago36:12

36:12

Our ability to act on some of the most pressing issues of our time, from pandemics and climate change to artificial intelligence and nuclear weapons, depends on knowledge provided by scientists and other experts. Meanwhile, contemporary political life is increasingly characterized by problematic responses to expertise, with denials of science on th…

1
Use of Algorithms in Society: In Conversation with Cass Sunstein 48:19

1+ y ago48:19

48:19

On this week’s episode of the Governance Podcast, Mark Pennington, the Director at the Study of Governance and Society here at King College London, interviews Professor Cass R. Sunstein. This episode is titled "The Use of Algorithms in Society", and discusses the various ethical and moral dilemmas and implications of increasing AI us in society, an…

1
Why you should never bet against America with Richard de Lisle, Founder of De Lisle Partners 36:11

1+ y ago36:11

36:11

Why does Warren Buffett say one should never bet against America? Well, this week on the Art of Investment podcast we find out by taking a deep dive into the US stock market with Richard de Lisle, Founder of De Lisle Partners and Lead Manager of the VT De Lisle America Fund. Richard has a wealth of experience to draw from having been an investor in…

1
Investing in the Pet Sector with Richard Fairman, CEO of CVS Group 31:16

1+ y ago31:16

31:16

We were thrilled to welcome Richard Fairman, CEO of CVS Group to the podcast this week. Richard describes the tailwinds driving the pet sector, how he is focusing on increasing the resilience of the business in what could be a difficult time for the pet owner, both CVS Group’s organic and inorganic growth plans, and he shares his thoughts on invest…

1
Understanding the Metaverse with Tony Roberts, Fund Manager at Invesco 25:40

2y ago25:40

25:40

Mark Zuckerberg has invested billions into the metaverse with many left questioning the reasons behind such a big bet. We wanted to understand why and in the latest episode of the Art of Investment Podcast Tony Roberts from Invesco EMEA explains the rationale. We also learn about the metaverse value chain, how companies are already using the metave…

1
2023 Outlook: Reasons To Be Cheerful with Simon King, CIO of Vermeer Partners 30:06

2y ago30:06

30:06

2022 was a bruising year for investors, the pandemic continued to cause disruption to demand and supply dynamics, there was the unforgiveable invasion of Ukraine and central bankers tightened monetary conditions at an unprecedented rate. These factors sent shockwaves through global markets and there were simply very few places to hide. But what doe…

1
Manufacturing in a post covid world with Jon Boaden, CFO of Volex 30:14

2y ago30:14

30:14

In the first episode of our third season, we welcome Jon Boaden, CFO of Volex to the podcast. Volex is a British manufacturing success story that has been making products that transmit power and data for over a hundred years. In this show, Jon talks us through the history of the group, the opportunity for Volex in the EV charging market, how the ma…

1
Biotech investing, mRNA and genome editing with Dr Daniel Koller, Portfolio Manager at Bellevue Asset Management 35:01

2y ago35:01

35:01

Dr Daniel Koller is head of the investment management team at Bellevue Asset Management, one of the largest, specialist Biotech investors in the world. He joined Paul on the Art of Investment Podcast this week to talk about the incredibly exciting and innovative sector that is Biotech. He explains the long-term growth drivers underpinning the secto…

1
UK Pensions Crisis and Central Banking: Dr. Steven Klein interviews Prof. Martin Weale 33:19

2y ago33:19

33:19

On this week’s episode of the Governance Podcast, Dr. Steven Klein interviews Prof. Martin Weale from the Department of Political Economy at King's College London. This episode is titled “UK Pensions Crisis and Central Banking”. This episode discusses the pension funds sell-off that occurred following the UK government's mini-budget in early Octobe…

1
Why China is persisting with its zero-covid policy with Paul Major, Portfolio Manager of the Bellevue Healthcare Trust 40:21

2y ago40:21

40:21

Paul Major, Portfolio Manager of the Bellevue Healthcare Trust, returns to the Art of Investment Podcast this week to discuss a host of health-related topics including how healthcare systems need to change following the pandemic and why he prefers small and medium size companies compared to large, mega cap businesses. He also discusses some excitin…

1
The current energy crisis and the transition to a sustainable energy future with Richard Lum, Co-Chief Investment Officer of Victory Hill Capital Partners 34:37

2y ago34:37

34:37

This week on the Art of Investment Podcast we learn about the energy transition through an insightful interview with Richard Lum, Co-Chief Investment Officer of Victory Hill Capital Partners. He talks to Paul about the energy crisis in Europe currently, how the sustainability issue is bigger than just renewable energy, how the team aim to make high…

1
Bonus Episode - Summer Internship at Vermeer Partners with Roshni Davda 21:39

2y ago21:39

21:39

On this bonus episode of the Art of Investment, Harry Clancy, Investment Manager is joined by Roshni Davda, an Accounting & Finance undergraduate at Leicester University who joined Vermeer Partners for a Summer Internship. Roshni applied through GAIN which stands for ‘GIRLS ARE INVESTORS’ and is a charity set up to improve gender diversity in inves…

1
Private equity analysis, niche market leaders and UK small cap with Stuart Widdowson, Founder of Odyssean Capital 37:03

2y ago37:03

37:03

Paul is joined in this episode by Stuart Widdowson, Founder of Odyssean Capital and Fund Manager of the Odyssean Investment Trust. Stuart and his co-Manager, Ed Wielechowski, have a unique investment approach and look at UK smaller companies through a private equity lens. They discuss why permanent capital is important to them, how they deliver ret…

1
Indian equities, new age tech and Asia politics with Prashant Khemka, Founder of White Oak Capital Management 36:24

2y ago36:24

36:24

It was a privilege to welcome Prashant Khemka to the Art of Investment podcast this week. Prashant was CIO of Global Emerging Markets and India Equity at Goldman Sachs Asset Management before founding White Oak Capital Management in 2017, now a $5.4 billion AUM investment firm specialising in Indian equities. In this episode, Prashant shares his vi…

1
Global Stocks, Digital Transformation, Robotics & Automation, Central Bankers and US Politics with Charlie Fricker, Fund Manager of the Vermeer Global Fund. 31:50

2+ y ago31:50

31:50

Charlie Fricker is the Fund Manager interviewed on the Art of Investment Podcast this week. Charlie talks about the team’s global investment strategy, why they are overweight Japanese equities, how they are investing in the digital transformation, why central bankers are making the headlines currently and what he will be watching in the upcoming US…

1
The Myths & Realities of Inflation with Simon King, CIO of Vermeer Partners 30:11

2+ y ago30:11

30:11

Inflation here in the UK continues to climb to levels not seen since the 1970s. But what does this mean for us all and when will the pain end? This week Paul is joined by Simon King, CIO of Vermeer Partners who discusses the myths and realties of our inflation predicament. https://vermeerllp.com/ https://www.linkedin.com/in/simon-king-3833401a/ htt…

1
The future of UK Grocery, Supermarket investment and Arsène Wenger 22:21

2+ y ago22:21

22:21

What is the investment case behind supermarket property? This week Paul is joined by the leader in this specialist field, Ben Green, co-founder of Atrato Group. Atrato is the Investment Adviser to Supermarket Income REIT, a FTSE 250 real estate trust and the UK’s only specialist grocery property investor. https://www.atratogroup.com/ https://www.at…

1
Why now for Japan’s stock market, lessons from 3 decades in investment management and open water swimming with James Salter, Founder and CIO of Zennor Asset Management 42:03

2+ y ago42:03

42:03

Show notes Paul was joined by James Salter on the podcast this week. James was a former founding partner of Polar Capital and has recently set up his own boutique, Zennor Asset Management with co-Founder David Mitchinson. They discuss why the Japanese stock market looks interesting today, the future relationship between China and Japan, the outlook…

1
Bettering Humanomics: A Conversation with Deirdre McCloskey 55:39

2+ y ago55:39

55:39

This episode explores Prof McCloskey’s criticism of the way the discipline of economics has unfortunately been separated from matters of ethics, the importance of liberal values for human progress, and her calls for a human-centered approach to economics called ‘humanomics’.저자 Centre for the Study of Governance and Society

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Investing in the UK and a career in Portfolio Management with Laura Foll, Portfolio Manager at Janus Henderson Investors 41:59

2+ y ago41:59

41:59

This week it was a privilege to talk to Laura Foll who is widely regarded as one of the best stock pickers in the UK. She manages the Henderson Opportunities Trust, the Lowland Investment Company, the Law Debenture Trust and the Janus Henderson UK Equity Income and Growth Fund. We talk about her route into the industry, what she enjoys most about h…

1
The opportunity ahead in Cultivated Meats with Anthony Chow, Co-Founder of Agronomics 29:41

2+ y ago29:41

29:41

This week we explore the exciting area of cellular agriculture with the man at the forefront of the drive here in London, Anthony Chow, Co-Founder of Agronomics. Agronomics is the investment vehicle listed on the London Stock Exchange and he and the Agronomics team invest in companies that focus on environmentally friendly alternatives to tradition…

1
Cultures of Expertise in Economics: In Conversation with Dr. Danielle Guizzo 1:00:36

2+ y ago1:00:36

1:00:36

On this week’s episode of the Governance Podcast, our Director Mark Pennington interviews Dr. Danielle Guizzo from University of Bristol. This episode is titled “Cultures of Expertise in Economics”. This episode explores the way in which the discipline of Economics has evolved over the years, the way economists achieved their status as scientific e…

1
38 years of stock picking, why invest in equities and Bruce Springsteen, with David Malpas – Investment Director at Vermeer Partners 29:05

2+ y ago29:05

29:05

This week I talk to David Malpas, Investment Director and Founding Partner of Vermeer Partners. We talk about what the great investors of yesteryear all have in common, why we should be investing in equities and how to invest in an inflationary environment. David was a great guest and I really enjoyed listening to some of his stories from 38 years …

1
Geopolitics, Inflation and Shane Warne with Shamik Dhar, Chief Economist of BNY Mellon Investment Management 31:52

2+ y ago31:52

31:52

This week we were fortunate enough to draw on the experience of Shamik Dhar, Chief Economist of BNY Mellon Investment Management. Shamik has had a fascinating career having worked in the UK’s Foreign Office advising ministers on issues such as Brexit and he was also Senior Economist within the Bank of England where he worked closely with the hugely…

1
Governing Markets as Knowledge Commons with Dr. Erwin Dekker 1:00:11

2+ y ago1:00:11

1:00:11

On this week’s episode of the Governance Podcast, our Director Prof. Mark Pennington interviews Dr. Erwin Dekker from the Mercatus Center at George Mason University. This episode is titled “Governing Markets as Knowledge Commons”, which features Erwin’s recently co-edited volume with Cambridge University Press, Governing Markets as Knowledge Common…

1
Resilience, leadership and the power of preparation with GB hockey legend, Laura Unsworth MBE 42:54

2+ y ago42:54

42:54

The heroic performance from the England Women’s hockey team in the Commonwealth Games is still very fresh in our minds. Laura Unsworth was again integral in helping the side clinch Gold for the first time in England’s Commonwealth history and what a special place to do it, in her home city, Birmingham. Please enjoy this episode where Paul talks to …

1
Counterfactual History with Niall Ferguson 44:22

2+ y ago44:22

44:22

On this week’s episode of the Governance Podcast, our Associate Director Dr. Samuel DeCanio interviews historian Niall Ferguson from the Hoover Institution. This episode is titled “Counterfactual History with Niall Ferguson”.저자 Centre for the Study of Governance and Society

1
Investing in the Tech sector with Mike Seidenberg, Allianz Technology Trust 43:34

2+ y ago43:34

43:34

This week we look to the future with Mike Seidenberg, Portfolio Manager of the Allianz Technology Trust. Mike describes Silicon Valley to us and I ask him whether we are in another tech bubble, what the long term tailwinds for the tech sector are and we also touch on cyber security, semiconductors, Chinese tech, regulatory risk and Mark Zuckerberg’…

1
The Green Hydrogen Future with Dr Graham Cooley, CEO of ITM Power 44:13

2+ y ago44:13

44:13

We were thrilled this week to welcome Dr Graham Cooley, CEO of ITM Power to the podcast. We discuss ITM Power’s exciting technology, why this is not another false start for the hydrogen sector, how they are involved in the energy transition, what the future looks like for the company and finally Graham shares some advice for aspiring business leade…

1
India and China investing with Rob Brewis, Fund Manager of the Aubrey Global Emerging Markets Opportunities Fund 36:54

3y ago36:54

36:54

We were lucky enough to have Rob Brewis from Aubrey Capital Management join us this week on the podcast and we discuss why the emerging market consumer story is such an appealing one to invest in. https://www.aubreycm.co.uk/ https://www.linkedin.com/in/rob-brewis-6b34bb13/ https://vermeerllp.com/ https://www.linkedin.com/in/paul-dixey/…

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Investing in Europe with Gareth Rudd, Fund Manager of the Chelverton European Select Fund 45:23

3y ago45:23

45:23

The Art of Investment Podcast is back! In this first episode of Season Two, we delve deeper into the eclectic mix of European stock markets, with our guest Gareth Rudd, Fund Manager of the fast growing and top quartile, Chelverton European Select Fund. https://www.chelvertonam.com/fund/chelverton-european-open-ended-fund/?user_approval=y https://ww…

1
Simon Melling – CEO, Christmas Special 25:21

3y ago25:21

25:21

In our final podcast of 2021, Paul is closer to home and chats with Simon Melling about the founding of our firm, what we have achieved for our clients since 2019 and his ambitions for the future. Paul also gets some more seasonal insights into what might be on Simon’s Christmas list and his resolutions for the New Year… And as we approach the end …

1
The Future of the UK economy with Dr Savvas Savouri, Chief Economist of Toscafund Asset Management LLP 42:56

3y ago42:56

42:56

This week we listen to Dr Savvas Savouri explain why the future of the UK economy is so bright. I also quiz him on the issues facing Europe in its current guise, how China are exercising their monetary might and the future of cryptocurrencies, blockchain and Central Bank Digital Currencies. This was an enlightening conversation, backed up by hard d…

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