In the Company of Mavericks

Conversations with people who dare to be different

In the Company of Mavericks is a business podcast hosted by Jeremy McKeown, with 162 episodes on record and a Required Pod Score of 80.

Jeremy McKeown hosts In the Company of Mavericks, a business show with 162 episodes published.

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  Episode #161

  Europe's Crisis of Competence Revisited & Germany's Political Crisis with The Brawl Street Journal

  Sep 21, 202643 minS1

  <p>Subscribe to Hypernormal Times for more episodes and other market content. </p><p>Ten months after Europe's Crisis of Competence, one of the most listened-to episodes of Hypernormal Investing, I caught up again with Brawlster, author of The Brawl Street Journal, to ask what has changed. The answer is not much, and most of it for the worse.</p><p>We discuss:</p>EU regulation hitting reality. The LNG methane rules carry fines of up to 20% of global turnover, and Brussels is already telling member states not to enforce them. The packaging regulation is pushing small businesses out of...

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  Episode #160

  Dollar Debasement, Bond Market Crisis & Uranium Investing — John Polomy on Protecting Your Portfolio

  Sep 13, 20261 hourS1

  <p>John Polomy of Actionable Intelligence Alert returns for a wide-ranging conversation on US fiscal decline, the fracturing global order, and how to protect and grow capital through it. We cover the parallels between today's West and the late Soviet Union, how asymmetric warfare exposed the limits of US power projection in Iran, and why the world is splitting into three competing spheres of influence. From there, John lays out his own investment playbook: internationalising capital, holding gold, silver, and Bitcoin as insurance against debasement, building a modern "permanent portfolio" of liquid hard assets, and why he believes uranium offers...

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  Episode #159

  Kevin Muir (The Macro Tourist) on the End of US Exceptionalism, the Fed's Bluff, and Why AI Is an Earnings Bubble, Not a Price Bubble

  Sep 7, 20261h 10mS1

  <p>Subscribe to Hypernormal Times for daily market commentary.</p><p>Kevin Muir has spent thirty-five years making — and cataloguing — mistakes in markets, first as an equity derivatives trader on RBC Capital Markets' Toronto desk through the dot-com era, and for the last twenty-five years trading his own capital independently. Along the way, he built The Macro Tourist into one of the most widely read independent macro newsletters, and co-founded The Market Huddle podcast with Patrick Ceresna.</p><p>In this conversation, Kevin lays out his current framework for markets: why being right about a call and making a good inve...

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  Episode #158

  Is the UK Heading for a Controlled Default? Damian Pudner on Monetary Policy & The Future of Britain

  Sep 1, 202652 minS1

  <p>Subscribe to Hypernormal Times on Substack.</p><p>Damian Pudner — monetary economist, founder of the Great British Think Tank (GBTT), former Head of Rate Sales for EMEA at UBS.</p><p>A 25-year rates trader turned monetary economist explains why UK gilts trade at a "moron premium," why he'd scrap the Bank of England's 2% inflation target, and how he's actually positioning his own portfolio in bonds, equities and gold.</p><p>Damian explains why he's a "broad money" monetarist, why the Bank of England's 2% inflation target should be scrapped in favour of nominal GDP targeting, and why the Monetary Po...

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  Episode #157

  The Lesson Bessent Forgot & The Week Gold, Bitcoin and Bonds Kept the Score

  Aug 28, 202610 minS1

  <p>Read the daily notes at the Hypernormal Times on Substack. Subscribe, review, and share. Brought to you by Progressive Equity. Commentary and information only — not investment advice.</p><p>"Governments defending prices against fundamentals always lose." Stanley Druckenmiller's warning to his old protégé, Treasury Secretary Scott Bessent, is the thread through a remarkable week. Bessent's "economic D-Day" on Iran and the dollar-as-weapon problem; the Black Wednesday irony of a man who broke the Bank of England now defending the bond price; Warsh's money-supply gauge flashing as M2 runs hot and the Treasury floods liquidity; Nvidia's blowout that answered dema...

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