Best Digital Hq Podcasts (2025)

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3 TDI Stock Ideas | Rentokil, Acomo and PAR | Ep. 1 13:49

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2d ago13:49

13:49

A brand-new format: TDI Stock Ideas, to expand your investing universe. Each of these companies passes many of our pre-screening quality criteria. They're also businesses we haven't done a deep dive on (yet). In this episode of The Dutch Investors, we share three fresh stock ideas that caught our attention: Rentokil, Acomo, and PAR Technology. From…

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From caveman to capitalism | An (im)perfect system 16:05

4d ago16:05

16:05

In this episode, we zoom out and look at the big picture, from cavemen rubbing stones together to the global web of technology that lets you play Fortnite with strangers across the world. Along the way, we talk about capitalism: the imperfect system that drives so much of our progress. It’s not always fair, and it’s definitely not flawless, but it …

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Palantir decoded | AI king or selling smoke? w/ Type-F Capital 1:33:16

11d ago1:33:16

1:33:16

In this episode, we dive deep into the world of Palantir, with Palantir expert Emir, from Type-F Capital. We explore what sets this data analytics specialist apart from the rest. You'll also discover how Palantir's dual-platform approach, with Foundry for commercial clients and Gotham for government agencies, allows for tailored solutions that maxi…

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How to build a megaproject: The Fermern Belt Link 27:52

11d ago27:52

27:52

What defines a megaproject? And why do they so often go over both budget and schedule? Denmark has earned a reputation for successfully completing large-scale construction projects – whether they are bridges, tunnels, land reclamation or offshore wind farms. The latest Danish megaproject is the Fehmarnbelt Fixed Link, a record-breaking 18-kilometer…

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Inside the Creator Economy with Lindsey Gamble, Influencer Marketing Expert 49:51

13d ago49:51

49:51

We all know the creator economy is evolving — but when done right, what does it look like in its ideal form? In this episode, Dave Yovanno is joined by Lindsey Gamble, an Influencer Marketing Advisor, Founder of Lindsey Gamble Media, and creator himself. Lindsey puts on his consultant hat to offer advice to both brands and creators, drawing from hi…

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New rules of competitive advantages and competition | Moats & Marathons w/ Jeffrey Towson 1:45:54

18d ago1:45:54

1:45:54

Join us for a fascinating conversation with Jeffrey Towson. He's a leading expert on competitive advantages and digital business, and he's had a front-row seat to this incredible environment for over two decades. He's worked and lived across the US, China, and the Middle East, giving him unique insights into some of the world's most innovative tech…

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S7 Episode 7: Trevor Davis on The AI Revolution in Creative Industries 42:35

20d ago42:35

42:35

In this episode of Digitally Curious, Andrew Grill speaks with Trevor Davis, renowned futurist and pioneer in big data, AI, and digital transformation about the evolving intersection of artificial intelligence and the creative industries. Trevor shares insights drawn from decades of experience at the cutting edge, delving into the opportunities, ch…

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Inside Adyen's HQ | About its moat, culture and competition | An interview w/ Tarik Manfrinato and Maggie O'Donnell 34:05

25d ago34:05

34:05

After going to Adyen's annual shareholder meetings for years, our analyst Bouke got invited to visit the HQ in Amsterdam, look around, talk to employees and even record a podcast! This was a rare opportunity to talk with Adyen's Corporate Communications and Investor Relations inside its HQ. In this episode, we share some insights about the Adyen's …

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How AI Is Transforming the Creator Economy with Brian Klais, Founder of URLgenius 39:34

27d ago39:34

39:34

AI this, AI that… but what about the creator economy!? With all the buzz around artificial intelligence, it’s time to connect the dots to creator marketing. In this episode of The Partnership Economy, Todd is joined by Brian Klais, Founder of URLgenius, to explore how AI is transforming the creator landscape. Brian kicks things off with a holistic …

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AI and What Does This Mean for Marketing 9:48

1M ago9:48

9:48

In this episode of Outsource HQ, we dive into how AI is transforming marketing far beyond chatbots. From generating personalized content at scale to predicting customer behavior, optimizing e-commerce experiences, and turning data into actionable insights, AI is reshaping how businesses connect with audiences. We also explore emerging trends like g…

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Serial acquirers & holding companies w/ Michael Gielkens 1:21:05

1M ago1:21:05

1:21:05

We couldn’t avoid it any longer. Michael Gielkens, co-founder of Tresor Capital, is one of the most requested guests, thanks to his long-term and down-to-earth perspective, but above all, because of his unique insights on serial acquirers and holding companies. Some of the topics we cover in this episode: What sets serial acquirers and holding comp…

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The AI-bubble 🫧 14:25

1M ago14:25

14:25

We just finished watching an outstanding piece from Dutch television on the global AI race and how it might play out, according to economist Andy Xie. Source: 1. (Dutch) VPRO Tegenlicht w/ Andy Xie 2. (English) Clarke and Dawe - Quantitative Easing You can also find us on: X ⁠@DutchInvestors⁠ Substack ⁠@The Dutch Investors⁠ Instagram ⁠@The Dutch In…

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Can design strengthen community? 33:01

1M ago33:01

33:01

Right now, 150 new community spaces are being built across Denmark – primarily using recycled materials – as part of an extraordinary project called Vores Sted (Our Place). Funded by the Danish philanthropic association Realdania, the project aims to reinvent the community gathering place for the 21st century. The community spaces, designed as four…

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Inside the Gen Z Mindset with Ben Harms, Chief Growth Officer at Archrival 55:14

1M ago55:14

55:14

Understanding Gen Z might feel like navigating uncharted territory, but what if your brand's success depends on it? In this episode, Dave Yovanno sits down with Ben Harms, Chief Growth Officer at Archrival, a creative agency built to help brands truly connect with Gen Z and Gen Alpha. Ben shares what it takes to meet these audiences where they are,…

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Bear, base & bull case for global spirits | Uncorked w/ Secret Sauce Investing 47:36

2M ago47:36

47:36

In this episode of The Dutch Investors Podcast, we welcome back Sonny from Secret Sauce Investing to unpack the turbulence shaking the global spirits industry. From Diageo and Pernod Ricard to Campari, Brown-Forman, and even China’s behemoth Maotai, we explore why share prices have stumbled, whether the headlines are overblown, and if there’s a lon…

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Value investing in the digital age, earnings power & tech moats | Interview w/ Adam Seessel 1:12:36

2M ago1:12:36

1:12:36

In this episode, we sit down with Adam Seessel, author of Where the Money Is and Founder and Managing Member, Gravity Capital Management, to unpack how value investing has evolved in the digital age. Adam shares his personal journey from journalism to Wall Street, and how it shaped his unique approach to investing. We dive into his "Value 3.0" fram…

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S7 Episode 6: From Particle Physics to Parliament: Making Governments More Human Through Artificial Intelligence with Dr Laura Gilbert CBE 39:41

2M ago39:41

39:41

How does a particle physicist end up shaping the UK Government’s approach to artificial intelligence? In this thought‑provoking episode, Andrew Grill sits down with Dr Laura Gilbert CBE, former Director of Data Science at 10 Downing Street and now the Senior Director of AI at the Tony Blair Institute. Laura’s unique career path, from academic resea…

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LVMH Deep Dive | True luxury or premium? w/ Secret Sauce Investing 1:22:43

2M ago1:22:43

1:22:43

As many of our TDI members know by now, Siem has a soft spot for luxury businesses. Not necessarily because of the value they add to society (that’s up for debate), but more for what goes on behind the scenes: the psychology, the anti-marketing principles, the rich history, and all the intricate layers that make these companies so fascinating. In t…

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The shared playbook of LVMH and Constellation Software 10:33

2M ago10:33

10:33

At first glance, LVMH and Constellation Software couldn’t be more different, one sells champagne and handbags, the other sells municipal tax software. But underneath, they share a surprisingly similar strategy. In this episode, we break down how both companies use the same disciplined playbook to scale without losing their touch. You can also find …

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Quality investing, optionality and conviction | Interview w/ Ryan Henderson 1:06:58

2M ago1:06:58

1:06:58

In this episode, we sat down with Ryan Henderson; investor, podcaster, and Head of Research at FinChat. Many of you might know him from Chit Chat Stocks or the AUM Podcast, but today, dive into (quality) investing. Here’s what we talk about in this episode: Quality investing Pros and cons of running a fund How to spot compounders The role of ethics…

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Designing for presence in a digital age 29:27

2M ago29:27

29:27

Has presence become a luxury in the digital age? And do we lose contact with the world around us when so much of our lives unfold in front of a screen? In this episode of Let’s Talk Architecture host Michael Booth meets Nikoline Dyrup, architect and founding partner of Danish architecture and design studio, Spacon. Together they visit the studio’s …

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Strategic mediocrity, owner mindset & conviction | Interview w/ Dan Shuart from Eagle Point Capital 1:05:46

2M ago1:05:46

1:05:46

What does it take to be a great investor? In this episode, we sit down with Dan Shuart, founder of Eagle Point Capital, to explore a refreshing and grounded approach to long-term investing. Dan shares the philosophy behind his fund, why he embraces strategic mediocrity instead of chasing perfection, and how conviction, patience, and an owner’s mind…

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6 lessons from 6 companies we analyzed | From toxic waste to billion dollar companies 19:46

3M ago19:46

19:46

From luxury giants to toxic waste monopolies, this episode unpacks what we learned from analyzing six radically different businesses: LVMH Mo-Bruk Games Workshop Portillo's Hims & Hers Health Microsoft Some are glamorous, some are ugly, and one was literally built in a basement, but each one reveals something essential and useful. Something we can …

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The multibagger playbook | Interview w/ 100-bagger hunting | Part 2 50:58

3M ago50:58

50:58

In Part 2 of our conversation with Kevin Schoovaerts, founder of 100-Bagger Hunting, we go beyond mindset and conviction, and straight into the systems, tools, and frameworks that enable multi-bagger research. We discuss how to assess the quality of management (and why it's often overlooked), what great capital allocation looks like, and how geogra…

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The soldiers who didn't shoot | A story of war, humanity, and the cost of pessimism 8:32

3M ago8:32

8:32

Sometimes, the most powerful investing lessons don’t come from balance sheets or business books, they come from unexpected places. It’s a story about war, humanity, and a surprising truth that challenges what we think we know about people, and ourselves. What does it have to do with investing? More than you might think. You can also find us on: X ⁠…

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S7 Episode 5: Agentic AI: The Next Frontier in FinTech with Shannon Scott SVP & Global Head of Product at Airwallex 37:49

3M ago37:49

37:49

In this episode of Digitally Curious, host Andrew Grill, renowned futurist and author, sits down with Shannon Scott, Senior Vice President and Global Head of Product at Airwallex, one of the world’s fastest-growing FinTech innovators. Key Topics Covered: Shannon’s Journey: From rural Victoria to leading global product strategy at Airwallex, Shannon…

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The art of finding multibaggers | Interview w/ 100-bagger hunting | Part 1 1:06:12

3M ago1:06:12

1:06:12

In this first part of our conversation with Kevin Schoovaerts, the founder of 100-Bagger Hunting, we uncover the mindset and methods behind identifying life-changing investments. Kevin shares how his engineering background led him to embrace the complexity of markets, why he believes most investors overlook multibaggers. We explore how to develop t…

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Investing in Asian equities and markets | Interview w/ The Asia Economist 1:22:51

3M ago1:22:51

1:22:51

In this episode, we sit down with Michael Spencer, founder of Temple Street Advisors and the voice behind The Asia Economist. Michael has lived in Singapore for over 25 years and brings decades of experience studying Asian equities, markets, and macro trends from the inside out. We cover a wide range of topics, from shifting global dynamics to over…

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BIG HQ: When architects design for themselves 38:37

3M ago38:37

38:37

Bjarke Ingels Group – BIG – is one of Denmark’s most internationally acclaimed architecture studios, with high-profile projects across the globe. Not long ago, the firm moved into its own seven-story raw concrete-and-glass headquarters, prominently located on the harbour in Copenhagen’s Nordhavn district. But what happens when a firm like BIG gets …

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Mental models every investor should know | Causation vs Correlation | Part 3 10:21

4M ago10:21

10:21

Every time the church bells ring, a dog barks. Coincidence? Maybe. Or maybe there's something else going on entirely. In this episode, we explore one of the most misleading tricks our minds play on us, confusing correlation with causation. From shark attacks and ice cream to investing mistakes and marketing myths, we unpack why spotting patterns is…

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3 Mental models for investors 24:05

4M ago24:05

24:05

Welcome back to The Dutch Investors Podcast. If you enjoyed Part 1, you’re going to love this one. In Part 2, we’re diving deeper into the mental models that can reshape how you think. How you think matters more than you think. These aren’t just “nice to know” concepts—they’re powerful tools. They’ll help you make smarter bets and avoid traps most …

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Quality investing, moats and valuation | Interview w/ Niklas from Heavy Moat Investments 56:40

4M ago56:40

56:40

In this episode, we're joined by Niklas, the mind behind Heavy Moat Investments. A self-taught investor and software developer from Southern Germany, We delve into: The origins and philosophy of Heavy Moat Investments Defining a quality company How to identify a durable competitive advantage Signs of great capital allocators His research process Ap…

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S7 Episode 4: How Agentic AI is Transforming the CFO's Growth Strategy with SAP Concur 30:41

4M ago30:41

30:41

In this episode, Andrew Grill welcomes back Chris Juneau from SAP Concur to discuss the latest findings from the 2025 CFO Insights report, “Action for Growth.” The conversation explores the evolving role of CFOs, the growing impact of AI and automation in finance, and the introduction of new agentic AI capabilities within SAP Concur’s platform. Key…

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The story of Chipotle Mexican Grill | What can we learn from its success and failures? 13:18

4M ago13:18

13:18

In this episode of The Dutch Investors, we dive into the spicy rise (and near fall) of Chipotle Mexican Grill. What started as one chef’s side hustle to fund his dream restaurant turned into a global burrito business worth billions. But it wasn’t all guac and glory. The main focus of the episode is, what can we, as investors, learn from this story?…

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Fever-Tree Deep Dive | Built to be bought w/ Secret Sauce Investing 47:24

4M ago47:24

47:24

In this episode, we sit down with Sonny from Secret Sauce Investing, a drinks' industry insider and longtime investor, to dive deep into the story of Fever Tree, the premium tonic brand that helped reinvent the mixer market. We unpack how this British company turned a simple idea, into a globally recognized brand. We talk about Fever Tree's unique …

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Make Odense great again 32:54

4M ago32:54

32:54

If you want to see the impact that bold, brave, progressive urban planning can have on a city, go visit Odense, Denmark’s third largest city. Odense has gone from being a city divided into halves by a four-lane main road, to one built on a human scale which is ready for the challenges of the 21st century. But how have they banished cars, how did th…

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Thoughts on Trump, trade wars, tariffs, and trust | Are we repeating history? 22:43

4M ago22:43

22:43

“Trust is the operating system. Break that, and everything on top becomes fragile.” This episode is different, and perhaps (read hopefully) the last time I'll talk about Trump. I unpack what’s been on my mind: Trump, politics, tariffs, and the slow erosion of the systems that have kept global markets humming for decades. It’s not about whether you …

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Polish companies, strategies and future | Interview w/ Kamil the head of IR at Budimex 1:14:02

5M ago1:14:02

1:14:02

In this insightful conversation with Kamil Sochanek, the Head of Investor Relations at Budimex, Poland’s largest infrastructure company, we dive into his journey as a reliable investor with over a decade of experience in Polish equities. In this episode, Kamil shares his thoughts on several prominent Polish companies, including Dino Polska ($DNP.WA…

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Bridging Creators, Content, and Conversions with Amanda Mount, Director of Affiliate Marketing at Monks 36:50

5M ago36:50

36:50

In the agency world, your ability to drive success for a brand is make or break. The best in the business have sifted through various options to land on the perfect formula for a winning brand strategy. One of those pros is Amanda Mount, Director of Affiliate Marketing at Monks. In this episode, Todd Crawford is on a mission to learn how Amanda doe…

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The highest AUV restaurant you've never heard of w/ Brett Schafer | Portillo's Fundamental Analysis 1:07:19

5M ago1:07:19

1:07:19

Portillo’s is a small, Chicago-based restaurant chain with fewer than 100 locations, yet it generates more revenue per restaurant than Chipotle, Chick-fil-A, and even McDonald’s. How is that possible? In this episode, I’m joined by Brett Schafer from Chit Chat Stocks to break down Portillo’s from every angle: the unit economics, growth strategy, ma…

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A New Park is Born 32:07

5M ago32:07

32:07

It’s not every day a new park opens in the centre of a capital city, and this one is extra special. Copenhagen’s new Opera Park is not just a nice place to relax in the shadow of the opera house. It represents a radical departure from the type of parks found elsewhere in the city: this harbourfront garden is a place for the contemplation of nature,…

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5 Mental models for investors 25:19

5M ago25:19

25:19

In this episode, we're diving into something that might just change the way you see the world, mental models. But don’t worry, this isn’t a lecture. It’s more like showing how the smartest minds, from investors to scientists, deal with complexity. You’ll hear how ancient myths, gym workouts, and even birds with weird beaks somehow all tie back to m…

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Inside the US and UK Affiliate Landscape with Graeme Boase, Account Director at Growth HQ 52:03

5M ago52:03

52:03

Pack your bags, we’re heading across the pond! In this episode, Todd Crawford sits down with Graeme Boase, Account Director at Growth HQ, to explore how to build an affiliate A-team and the key differences between affiliate marketing in the U.S. and the U.K. To start, they break down how the maturity of each market is shaping the role, influencing …

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S7 Episode 3: AI Guardrails: Navigating the Ethical Future of Technology 34:54

5M ago34:54

34:54

What happens when we prioritise innovation over ethics in AI development? For the 100th episode of the Digitally Curious Podcast, Kerry Sheehan, a machine learning specialist with a fascinating journey from journalism to AI policy, explores this critical question as she shares powerful insights on responsible AI implementation. Kerry takes us on a …

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5 Universal laws applied to investing | Part 2 14:39

5M ago14:39

14:39

Some ideas get tested by time and just keep proving themselves right. Others seem like solutions but quietly create even bigger problems. And sometimes, the more confident we feel, the more mistakes we make. In this episode, we explore five more universal laws that shape investing in ways most people never consider. From why old ideas tend to outla…

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Interview w/ Braden Dennis the founder and CEO of Finchat on entrepreneurship, investing and software 1:12:19

6M ago1:12:19

1:12:19

In this episode, we sat down with someone many of you already know, and if you don’t, you're about to meet one of the most passionate voices in finance and tech. Braden Dennis, the founder and CEO of Finchat.io, joins us to talk about entrepreneurship, investing, and what it’s like to build software for the modern investor. He shares the story behi…

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Why Brand Trust is the Currency of the Future with Brianna Doe, Founder of Verbatim 55:53

6M ago55:53

55:53

When it comes to trust, it can take years to build and seconds to break. While this might feel like common sense when it comes to consumer-brand relationships, it's possible to overlook how crucial trust is in the brand-creator relationship. With a passion for this topic backed by a deep understanding, Brianna Doe, founder of Verbatim, joins Dave t…

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AI, SaaS, and scaling from Poland | A conversation w/ the head of IR at Text S.A. 1:39:47

6M ago1:39:47

1:39:47

A conversation with Marcin Droba, Head of Investor Relations at Polish software company Text S.A. We talk about the company’s evolution from live chat to a full AI-powered suite, the power of SaaS, and why Poland might just be one of Europe’s most underrated tech hubs. Marcin shares what it's like to work at a fast-scaling tech company, how they ba…

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A nerdy UK compounder with software-like margins | w/ Secret Sauce Investing | Free Games Workshop Fundamental Analysis 53:14

6M ago53:14

53:14

What makes a company truly unique? Is it the product, the business model, or the way it captures its customers? Games Workshop might just be one of the most fascinating case studies in all three. Describing Games Workshop simply as a creator and seller of plastic miniatures would be an understatement. It sells a world, a feeling, a sense of belongi…

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Why Heico will become a 1000-bagger stock 9:06

6M ago9:06

9:06

A quiet compounder with 86,000% returns since 1990? Heico is one of the most remarkable compounders of our time, yet it 'flies' under the radar to many. What’s their secret and could it still become a 1000-bagger? In this episode, we break down: 🚀 Why Heico dominates their industry 🛠️ The secret sauce behind their success and business model 📈 Why i…