Best Convex Podcasts (2025)

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Linda Magistris OBE Shares Her Vision for Grief with Prince William 1:00:39

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5d ago1:00:39

1:00:39

Founder of The Good Grief Trust Linda Magistris OBE has shared her vision for ensuring everyone who is bereaved finds the help and hope they need during a conversation with HRH the Prince of Wales at her investiture at Windsor Castle. Linda started the charity nine years ago after struggling to find the support she needed when her partner, BAFTA-wi…

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COMING SOON - Gold & Unstoppable Fiat Debasement with Dominic Frisby & Tim Price 1:14

20h ago1:14

1:14

Earlier this week, I chatted with Dominic Frisby of the Flying Frisby and Tim Price of Price Value Partners to talk about gold and related issues. I asked them: Is the fiat debasement inevitable? Should we be buying the dip in precious metals prices? And much, much more .... Don't miss it. Make sure you are subscribed, dropping soon on all good pod…

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The Hedge Fund Beating the S&P 500 Trading Only Financial Stocks | Derek Pilecki of Gator Capital 56:54

2d ago56:54

56:54

Derek Pilecki’s hedge fund Gator Capital has outperformed the S&P 500, compounding at over 22% since inception while focusing exclusively on financial sector stocks. In this interview Derek discusses why he thinks recent concern in the financial sector is overblown, how he has grown his firm’s assets to over $300m, and why he believes that good per…

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Dr. Death: Harold Shipman the Serial Killer Doctor - Part 1 47:29

3d ago47:29

47:29

What happens when the person you trust most with your life, your family doctor, turns out to be one of the most prolific serial killers in history? In this chilling two-part special of True Criminals, hosts Martin Brunt and Helen Fospero uncover the horrifying story of Dr. Harold Shipman, the GP who murdered more than 200 of his patients while main…

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Europe's Crisis of Competence with Doomberg & The Brawl Street Journal 42:56

7d ago42:56

42:56

Two of my favourite Substackers, Doomberg and The Brawl Street Journal, have recently written about the future of Europe and its predicament in a rapidly changing world. And from their differing perspectives, they both agreed that it is not good. So, earlier this week I brought them together to share their views, one from the perspective of an expe…

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COMING SOON - The Future of Europe with Doomberg & The Brawl Street Journal 1:55

9d ago1:55

1:55

Doomberg and The Brawl Street Journal have published pieces recently about the economic, political and financial predicament of Europe and the EU in our rapidly changing geopolitical landscape. Both argue that it doesn't look good. So, earlier this week, I brought them together to share their views. We discussed how we got here, the main factors, a…

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The Night Stalker: Part 2 with special guest Dr. Amanda Vicary 41:32

10d ago41:32

41:32

Step back into the sweltering summers of 1984 and 1985 as journalists Helen Fospero and Martin Brunt return to the chilling case of Richard Ramirez, the man who became known as “The Night Stalker.” From the sensational trial to his cult-like following of fans, we unpack the psychological forces that turned one of California’s most feared serial kil…

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From Global Media to Mycology with George Webster 48:59

12d ago48:59

48:59

As Editor-in Chief, journalist George Webster helped conceive CNN Style, working in the dynamic world of global media, until he discovered a passion for functional mushrooms and the fascinating fungi kingdom. Describing himself as an amateur mycologist, George turned entrepreneur. Frustrated by the seeming lack of high-quality mushroom supplements …

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Investing in Quality Compounders with Simon Young & Mark Wharrier 44:48

14d ago44:48

44:48

Have you ever wondered why some equities earn the special designation of quality compounder? It sounds easy when you read about Charlie Munger or Nick Sleep buying Costco and holding it forever. But everyone now knows the Costco story and how great it is. We can buy that great business, but we risk paying the wrong price. So, what enables such busi…

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Bringing Long/Short Hedge Fund Strategies to ETFs | David Orr (Bonus Episode) 36:18

14d ago36:18

36:18

This is a special bonus episode of OPM with David Orr. In my first conversation with David, we only discussed his hedge fund that has crushed the S&P 500 since its inception in 2021. In addition to his hedge fund, he also runs the Militia Long/Short Equity ETF ($ORR) which since its inception in January 2025 has also beaten the S&P 500 running a si…

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ep37 - A. M. Lyapunov: The General Problem of Stability of Motion 1:24:34

15d ago1:24:34

1:24:34

Outline 00:00 - Intro 03:12 - Early life 09:07 - St. Petersburg: Stability of Ellipsoidal Bodies 20:13 - Kharkov: The General Problem of the Stability of Motion 34:37 - Back to St. Petersburg: Probability & Academy 46:22 - Tragic end 49:50 - Posthumous recognition 57:49 - Legacy 1:20:39 - Outro Links A. M. Lyapunov: https://tinyurl.com/3kjuhfns S. …

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COMING SOON - Quality Compounders with Simon Young & Mark Wharrier 2:02

16d ago2:02

2:02

Ever wondered why some equities get that special tag of quality compounder? It sounds easy when you read about Charlie Munger or Nick Sleep buying Costco and holding it forever. But everyone knows the Costco story and how great it is. You risk buying a great business at the wrong price. What enables such businesses to compound? How can you identify…

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Myra Hindley: Britain’s Most Hated Woman - Part 2 with Howard Sounes 1:00:08

17d ago1:00:08

1:00:08

In the early 1960s, a young couple from Manchester fell in love and together became the most reviled killers in British history. Ian Brady and Myra Hindley’s sadistic crimes shocked the nation, leaving five young victims buried in shallow graves across the bleak Saddleworth Moor. Their names are now synonymous with horror, and the story still chill…

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Sky Sports Presenter Dave Clark on Living Positively with Parkinson’s 35:15

19d ago35:15

35:15

Former Sky Sports presenter and Yorkshireman Dave Clark was diagnosed with Parkinson’s when his children were just seven and four, but he continued to host live sport for another decade. Dave is credited with transforming darts, helping to make it the second most popular sport on Sky, taking the World Championships from a strip club on the A13 to A…

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Satire & Investing with Le Shrub 40:19

20d ago40:19

40:19

It was a true pleasure last week to chat to the meme trader, parody hedge fund manager and Shrubstack author himself, Le Shrub. Le Shrub uses humour and parody to highlight opportunities and turning points in financial markets, which he brings to life for his followers on his Reminiscences of a Shrub Operator website. We discuss the role of satire …

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COMING SOON - Don't Worry, it's a Good Bubble with Le Shrub 2:25

22d ago2:25

2:25

It was a great pleasure and a lot of fun to catch up with the master meme trader, the Eurotrash hedge fund parody investor himself, Le Shrub. Learn how he understands the world through satire and memes, as he says, 'nothing makes sense until you accept it's all nonsense.' Full episode dropping soon on all good podcast apps. Please make sure you're …

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Myra Hindley: Britain’s Most Hated Woman 42:10

24d ago42:10

42:10

By Audio Bleach Global

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Global Entropy & Common Derangements with Marvin Barth 1:03:58

25d ago1:03:58

1:03:58

Last week I had a conversation with Marvin Barth, author of the Thematic Markets and Seriously, Marvin?! Substacks. Marvin is what I would call an evolved policy wonk. A PhD economist, Marvin’s career includes working for The Federal Reserve, the Bank for International Settlements, the US Treasury Department and several major Wall Street banks. He …

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Sir Michael Morpurgo On Shakespeare For A New Generation 35:52

26d ago35:52

35:52

Acclaimed children’s author Sir Michael Morpurgo OBE recalls being captivated by watching Much Ado About Nothing, aged just seven, sitting in the cheap seats with his brother in the gods of Shakespeare’s Stratford theatre. Michael believes all children should see Shakespeare and enjoy the magnificent tales the Bard re-told for everyone. His latest …

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COMING SOON - Global Entropy & Common Derangements with Marvin Barth 2:26

27d ago2:26

2:26

Last week I was joined by economist and Substack author Marvin Barth for a chat about his work about Global Entropy as a way of thinking about our increasingly chaotic world. Coming soon, please subscribe.By Jeremy McKeown

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True Criminals Briefing | Madeleine McCann: Christian B breaks silence after prison release 13:03

1M ago13:03

13:03

When Christian B walked free from a German prison this month, the only official suspect in the disappearance of Madeleine McCann stepped back into the spotlight, and straight into controversy. In this True Criminals Briefing, Sky News crime correspondent Martin Brunt and journalist Helen Fospero unpack the extraordinary scenes around his release, t…

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How Analyst Compensation & Incentives Impact Hedge Fund Success with HF Reflections (Bonus Episode) 23:03

1M ago23:03

23:03

This is a special previously unaired bonus episode of OPM with one of my most popular guests @hfreflection where we dive into the important topic of hedge fund compensation, with a particular focus on analysts and the investment team. How a hedge fund founder structures compensation and incentives for the investment team has a huge impact on the wa…

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Stephen Lawrence: Legacy with special guest Neil Basu 1:06:41

1M ago1:06:41

1:06:41

We conclude this special double episode of True Criminals and are joined in the studio today by Neil Basu, former Assistant Commissioner of the Metropolitan Police. Stephen Lawrence's murder in 1993 exposed shocking truths about institutional racism and failure within British policing. In this powerful conclusion, hosts Martin Brunt (Sky News Crime…

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Hacking Humanity with Tech/AI Journalist Lara Lewington 51:18

1M ago51:18

51:18

Tech/AI journalist Lara Lewington reveals how technology and AI can save our health - and our lives - and unravels some of the myths and fears. Lara says the biggest positive change is coming in the diagnosis and treatment of cancer. Lara has travelled all over the world interviewing longevity experts, scientists and doctors - often testing out the…

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Convexity Maven Harley Bassman: How To Survive The Next Rate Cycle 1:02:11

1M ago1:02:11

1:02:11

In this episode, Adam Butler is joined by Harley Bassman, Managing Partner at Simplify Asset Management, for a wide-ranging discussion on interest rate volatility, portfolio construction, and public policy. Bassman explains his creation of the MOVE Index before diving into strategies using long-dated options to create asymmetric payoffs. They also …

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Top Crypto Fund of Funds on the Current Crypto Cycle, Hedge Funds, & VCs | Pure Crypto LP 1:05:47

1M ago1:05:47

1:05:47

This Other People’s Money episode is brought to you by VanEck. Learn more about the VanEck Semiconductor ETF (SMH): http://vaneck.com/SMHMax Learn more about the VanEck Fabless Semiconductor ETF (SMHX): http://vaneck.com/SMHXMax Jeremy Boynton and Zach Lindquist, managing partners at Pure Crypto, have built one of the best performing crypto fund of…

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Stephen Lawrence: Legacy 32:20

1M ago32:20

32:20

In April 1993, 18 year old Stephen Lawrence, a bright and ambitious student, was murdered in a racist attack that shook Britain and exposed serious failings in the Metropolitan Police. His death, and the long fight for justice, transformed policing, the law, and race relations across the UK, leaving a legacy that continues to influence society more…

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Still Standing with Attempted Murder Victim Natalie Queiroz 1:07:19

1M ago1:07:19

1:07:19

Natalie Queiroz MBE shares her story of survival and determination to make a difference after being stabbed 24 times with a carving knife in a frenzied nine-minute assault whilst eight months pregnant. She recounts the moment she realised her hooded attacker was her partner Bob – the love of her life – and father of her unborn child. He’s now in pr…

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Doom Loops, Dumb Taxes & Trump's Tariffs with Catherine McBride 1:04:11

1M ago1:04:11

1:04:11

A couple of weeks ago, I was joined by Catherine McBride, OBE, to talk about her work and, in particular, her recent Substack series on the UK’s Doom Loops, Debt Spirals and Dumb Taxes. Catherine is an expert in trade policy, taxation, commodities, agriculture, Brexit, and financial services regulation. She writes to offer a new perspective on trad…

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Managed Futures-Why Now! Positioning, Energy, De-Dollarization, and Portfolio Blind Spots 1:04:08

1M ago1:04:08

1:04:08

In this episode, Rodrigo Gordillo, Mike Philbrick, and Adam Butler explore the timely relevance of managed futures, examining why the current macroeconomic environment may be particularly favorable for these strategies. They discuss recent drawdowns, the uncorrelated nature of trend and carry strategies, and the importance of diversification. The c…

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COMING SOON - Doom Loops, Dumb Taxes & Trump's Tariffs with Catherine McBride 2:37

1M ago2:37

2:37

A couple of weeks ago, I was joined by Catherine McBride, OBE, to talk about her work and, in particular, her recent Substack series on the UK’s Doom Loops, Debt Spirals and Dumb Taxes. Catherine is an expert in trade policy, taxation, commodities, agriculture, Brexit, and financial services regulation. She writes to offer a new perspective on trad…

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Outperforming the S&P 500 & Growing from One-Man Shop to Multi-Manager Hedge Fund | David Orr of Militia Capital 58:37

1M ago58:37

58:37

This Other People’s Money episode is brought to you by VanEck. Learn more about the VanEck Semiconductor ETF (SMH): http://vaneck.com/SMHMax Learn more about the VanEck Fabless Semiconductor ETF (SMHX): http://vaneck.com/SMHXMax Since launching Militia Capital in 2021, David Orr has crushed the S&P 500 and is up over 500% net of fees. In fact, duri…

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The Fred West Tapes: with special guest Howard Sounes 1:01:59

2M ago1:01:59

1:01:59

This week on True Criminals, we’re joined once again by long-time friend of the show, bestselling author and true crime expert Howard Sounes, as he explores the infamous murders committed by Fred and Rose West. Howard, who broke major stories on the investigation and coined the term House of Horrors, talks about the hit Netflix documentary Fred & R…

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ep36 - Markos Papageorgiou: Traffic Control — Theory and Practice 2:14:26

2M ago2:14:26

2:14:26

Outline 00:00 – Intro 00:51 – Early steps in research 09:55 – Historical overview of traffic control 25:20 – What is traffic? 34:06 – Road traffic control 45:37 – PI control of road junctions 58:19 – From macroscopic to microscopic simulations and back 1:10:08 – Dynamic traffic assignment 1:21:28 – Return to Greece 1:28:33 – The optimal control pro…

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Neil Basu on 30 Years of Policing, Politics & Prejudice 41:50

2M ago41:50

41:50

Former Assistant Commissioner of the Met Police Neil Basu talks candidly about serving in Counter Terror when the threat level against Britain was at its highest since the Northern Ireland troubles of the ‘70s. In part two of our special, Neil quotes Dickens when he describes those seven years as “the best of times and the worst of times”, liaising…

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True Criminals Briefing | Madeleine McCann: Hit & Run Victim? 13:12

2M ago13:12

13:12

In this special True Criminals Briefing episode, we bring you the latest updates on the ongoing mystery of Madeleine McCann, one of the world’s most haunting and unsolved missing persons cases. Martin and Helen discuss Martin’s recent trip to Portugal with Sky News. He shares new insights into the Madeleine McCann case, examining the release of pri…

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How this Small Cap Hedge Fund Took Advantage of Crisis & Controversy to Reach Scale | Stoic Point Capital Management 1:22:36

2M ago1:22:36

1:22:36

This episode is brought to you by Fundamental Edge. Learn more about their new AI Academy for buyside professionals: https://www.fundamentedge.com/ai-academy Raj Shah and Cullen Rose of Stoic Point Capital Management join OPM to explore their winding path to scale and how adapting to the opportunities from the SPAC boom of 2021 brought them new inv…

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Manhunter: The hunt for Kevin Parle with Peter Bleksley 56:15

2M ago56:15

56:15

This week on True Criminals, hosted by Sky News Crime Correspondent Martin Brunt and Journalist Helen Fospero, we investigate one of Britain’s most notorious fugitives, Kevin Parle. Parle, also known as “Hemp,” is wanted by police for two brutal murders in Liverpool: the 2004 shooting of 16-year-old Liam Kelly and the 2005 killing of young mother L…

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#150 - Francisco Hernandez: Algebraic Geometry, Non-Convex Optimisation 57:10

2M ago57:10

57:10

Host, DeGatchi: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://x.com/DeGatchi⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ DeGatchi's Website: ⁠⁠⁠⁠⁠⁠⁠⁠⁠https://degatchi.com⁠⁠⁠⁠⁠⁠⁠⁠⁠ Follow Scraping Bits on Twitter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://x.com/scrapingbits⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Guest Speaker:⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://x.com/SupremoUGH (https://kurtos.ai/) Keywords: mathematics, math, topology, geometry, game theory, calcul…

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The Truth About Modern Policing with Neil Basu 45:19

2M ago45:19

45:19

Neil Basu - former Assistant Commissioner of the Met Police - retired as the most senior officer of colour in the UK, dedicated to a service that has a problem with race and, according to the Casey Review, remains institutionally racist. As a mixed-race detective, he stuck with it through bombings, murders, kidnaps, extortion and during his time ru…

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Does Britain Need a Milei? with Simon French & Robert Marstrand 51:12

2M ago51:12

51:12

Recently, Head of Research at Panmure Liberum, Times columnist and friend of the podcast, Simon French, wrote an article in which he asked, Can Kemi Badenoch sell Mileinomics in Britain? This was after the Conservative leader had said that she saw Argentina’s Javier Milei as her “template for government.” An interesting thought experiment, but how …

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COMING SOON - Does Britain Need a Milei? with Simon French & Robert Marstrand 1:37

2M ago1:37

1:37

Recently, Head of Research at Panmure Liberum, Times columnist and friend of the podcast, Simon French wrote an article in which he asked, Can Kemi Badenoch sell Mileinomics in Britain? This was after the Conservative leader had said that she saw Argentina’s Javier Milei as her “template for government.” An interesting thought experiment, but how s…

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How AI Tools Are Rapidly Disrupting the Investment Industry | Brett Caughran & David Plon 58:19

2M ago58:19

58:19

Learn more about the new AI Academy from Fundamental Edge: https://www.fundamentedge.com/ai-academy There’s no shortage of speculation about how AI will reshape the workforce, but one area where no speculation is needed is the investment industry. AI is already rapidly disrupting the way investment professionals conduct fundamental equity research …

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Special: Announcing SyncConf 2025 39:10

2M ago39:10

39:10

In this special episode, together with Adam Wiggins and James Arthur, we’re excited to announce the first Sync Conf in San Francisco in November. Mentioned in podcast: James Arthur: x.com/thruflo / bsky.app/profile/thruflo Adam Wiggins: x.com/_adamwiggins_ / adamwiggins.com SyncConf Links: Website: localfirst.fm X/Twitter: x.com/localfirstfm YouTub…

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Kill List: Exposing the Darknet's Deadly Marketplace - Part 2 31:33

2M ago31:33

31:33

Carl Miller, the investigative journalist behind the award-winning true crime podcast Kill List, joins Helen and Martin again in the studio for the second part of this conversation. This episode delves deeper into the dark web assassination market, revealing a world where online fantasy bleeds into real violence. Carl and his team exposed a hitman-…

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Net Zero, Propaganda & The Future of Europe with The Brawl Street Journal 39:26

2M ago39:26

39:26

I am spending an increasing amount of time on Substack. It features some excellent content and a diverse range of perspectives. Something that is valuable for any investor seeking non-consensus views and opinions. A recent favourite of mine has been The Brawl Street Journal, a source that posts on “second-order thinking on Europe’s markets, energy,…

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Climbing the Hedge Fund Ladder: From Analyst to Hedge Fund Founder 1:32:14

2M ago1:32:14

1:32:14

This episode is brought to you by Fundamental Edge, the leaders in buyside analyst training. Reserve your spot in their new AI Academy today: https://www.fundamentedge.com/ai-academy In the online community of FinTwit it is extremely common for hedge funders to have anonymous profiles because of strict regulations, but not all these anonymous profi…

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COMING SOON - Net Zero, Propaganda & The Future of Europe with The Brawl Street Journal 1:18

2M ago1:18

1:18

I am spending an increasing amount of time on Substack. It features some excellent content and a diverse range of perspectives. Something that is valuable for any investor seeking non-consensus views and opinions. A recent favourite of mine has been The Brawl Street Journal, a source that posts on “second-order thinking on Europe’s markets, energy,…

1
Kill List: Exposing the Darknet's Deadly Marketplace - Part 1 44:20

2M ago44:20

44:20

Inside Carl Miller’s Killer Podcast Helen and Martin are joined by investigative journalist Carl Miller, creator of the hit podcast Kill List, as he reveals a chilling story of a dark web assassination marketplace, where users paid in cryptocurrency to have real people killed. With thousands of names, detailed profiles, and conversations unfolding …

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The Golden Age of Fundamental Commodities Trading with Tor Svelland of Svelland Capital (18.5% Annualized Since Inception) 49:51

2M ago49:51

49:51

Tor Svelland, CIO and Founder of Svelland Capital, has annualized over 18.5% net of fees since inception in 2017 in their strategy that trades a combination of commodity futures, commodity linked equities, freight derivatives, energy transition linked companies, and electricity producers. Svelland joins Other People’s Money to discuss why he believ…