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Latest

  • Are the credits rolling for the cinema industry?

    Are the credits rolling for the cinema industry?

    Can you remember the last time you went to the cinemas? Are you struggling to think of the answer? Don't feel too bad. For many of us, the answer to that question is: "...it’s been a while”.

    17 September

  • Rate rises, growth stocks & Ren's monopoly thesis

    Rate rises, growth stocks & Ren's monopoly thesis

    Right now, a week in markets feels like a long time! We are living through very strange times in markets ... the world is upside down and there is so much happening. From Inflation, to interest rate rises, Bryce and Alec have a chat about the volatility in markets around the world. Alec wraps this episode around an idea for an investment thesis that involves some of the largest companies on this spinning planet.

    21 March

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