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PIWORLD Investor Podcasts

piworld
Donald Trump
UK Economy
Inflation
China
Bitcoin
Secure Trust Bank
Financial Performance
UK Tech Market
Gold
US Economy
United States
Cerillion
Federal Reserve
Middle East
Sosandar
Sustainability
Interest Rates
Investment
North America
Ukraine

Content for investors by investors . These are audio podcast versions of our videos. Sometimes slides are referred to, to view as videos go to www.piworld.co.uk

PublishesDailyEpisodes902Founded8 years ago
Number of ListenersCategories
BusinessInvesting

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Artwork for PIWORLD Investor Podcasts

Latest Episodes

Cerillion CEO Louis Hall and CFO Gregory Price present the company's results for the half-year to 31 March 2026.

Louis Hall, CEO

00:18 Introduction

01:05 HY highlights

03:52 Operations

07:00 About Cerillion

09:55 Product offering

10:30 Delivery mode... more

IG Design Group Interim Executive Chair, Stewart Gilliland and CFO Rohan Cummings present the group's results for the year ended 31 March 2026, followed by a Q&A Session. CEO Designate, Gerald Kuehr also provides an overview of why he joined the grou... more

This week Progressive's Jeremy McKeown & Gareth Evans comment on the Middle East situation, its potentially huge and long-term impact on supply chains but also the ability of humanity to reinvent and rearrange very quickly.

Jeremy suggests that the ... more

Progressive's Jeremy McKeown brings together an investing "odd couple": Laurie Hulse, UK small-cap stock picker and manager of the Onward Opportunities Investment Trust, and The Shrub, a world-renowned meme trader, parody hedge fund manager, and macr... more

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Recent Guests

Gerald Kuehr
CEO designate, joined January 2026, to assume CEO role July 1, 2026
IG Design Group
Episode: IG Design Group (IGR) Full Year 2026 Results - June 2026
Laurie Hulse
UK small-cap stock picker, manager of Onward Opportunities Investment Trust
Onward Opportunities Investment Trust
Episode: ITCOM - Schrödinger's Strait & The Gems Among The Rubble with Le Shrub and Laurence Hulse
Le Shrub
World-renowned trader and parody hedge fund manager
Shrub Stack/Parody Hedge Fund
Episode: ITCOM - Schrödinger's Strait & The Gems Among The Rubble with Le Shrub and Laurence Hulse
Ami Daniel
Founder of Windward, maritime intelligence expert
Windward
Episode: In the Company of Mavericks: Small ships, big oceans and the world on fire with Ami Daniel
David Murrin
Strategist known for five stages of empire framework and geopolitical forecasting
Emergent Future
Episode: In the Company of Mavericks - The Iranian Toll Booth: A HyperNormal Situation Report
John Polomny
Analyst contributing to Middle East and energy market discourse
Cetrine Analyst Site Visit Report contributor
Episode: In the Company of Mavericks - The Iranian Toll Booth: A HyperNormal Situation Report
Django Davidson
Partner and portfolio manager at Hosking Partners
Hosking Partners
Episode: In the Company of Mavericks: Capital Cycle Investing with Django Davidson
Michael Every
Global strategist at Rabobank
Rabobank
Episode: In the Company of Mavericks: Navigating the crashing waves of history with Michael Every
Charlie Garcia
Investor, writer of Capital Mischief on Substack
Capital Mischief on Substack
Episode: In the Company of Mavericks: Substack, War, Geopolitics & Hard Asset Investing with Charlie Garcia

Host

Jeremy McKeown
Host of PIWORLD Investor Podcasts and multiple podcast roles across the network

Reviews

5.0 out of 5 stars from 33 ratings
  • Great pitches

    I love listening to the small cap pitches!

    Apple Podcasts
    5
    Dotty6383
    United Kingdom4 years ago
  • PI World Podcasts

    A tremendous investment and learning resource whatever your level of experience, always worth a listen.... and the website is superb too!

    Apple Podcasts
    5
    Molarmaster
    United Kingdom6 years ago
  • Always interesting and informative.

    Podcast Addict
    5
    Addict ADB
    6 years ago
  • Excellent Podcast

    Well hosted with some excellent guests.

    Apple Podcasts
    5
    wilson L43
    United Kingdom6 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Content consistently ties geopolitical themes to real-world investing opportunities.
Guests are generally high-caliber and deeply knowledgeable, with robust market context.
Hosts deliver strong guest lineups that balance tellable macro ideas with practical investment takeaways.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts
#84
Norway/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

IG Design Group (IGR) Full Year 2026 Results - June 2026
Q: What are the fundamental differences between the US business and the remaining businesses?
The US operation was highly complex with many SKUs and multiple sites, which made integration and turnaround difficult; the group disposed of DG Americas to simplify and focus on a more straightforward, profitable, and cash-generative business with long-standing customer relationships.
Secure Trust Bank (STB) 2025 Annual Results presentation & Investor Update - March 2026
Q: Do you envisage the 10% lending growth being evenly split between Retail and Business Finance?
Yes, we expect growth across both segments with a slight skew toward Business Finance due to larger ticket sizes, while maintaining roughly a 60-40 split over time.
The Pebble Group (PEBB) Full Year 2025 Results Presentation - March 2026
Q: First question is, how do you feel that AI might impact on your markets either in the near or the longer term?
AI is expected to support selling to customers and improve internal processes, but the end markets for promotional products remain strong; the focus is on using AI responsibly to enhance efficiency and customer outcomes rather than replace core demand.
ITCOM: Five stages of empire, WWIII surviving & hegemonic power shifts with David Murrin
Q: What is the core framework you use to forecast geopolitics and markets?
The guest describes a framework combining Kondratiev-style long cycles, warfighting evolution, and lateral vs linear leadership to forecast macro trends, with a heavy emphasis on energy, debt, and military tech shifts driving asset valuations.
In the Company of Mavericks: WW3, Energy, Markets & Politics with Doomberg
Q: What would be a plausible escalation path that could push the conflict into a broader exchange, and what are the immediate market implications?
Scenarios discussed include credible threats or actions by Israel or the US against Iran, potential cyber or missiles escalations, and the risk of wider regional involvement; the guest emphasizes that even with escalation, policy tools and alliance responses could impose severe but selective shocks to prices, depending on timing and perceived probability of broader conflict.

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Frequently Asked Questions About PIWORLD Investor Podcasts

What is PIWORLD Investor Podcasts about and what kind of topics does it cover?

A data-driven, investor-focused show that blends macro geopolitics, energy markets, and capital-cycle investing with practical takeaways for portfolio construction. Episodes frequently mix discussions of Middle East dynamics, AI and enterprise software, energy security, and the evolving role of technology in markets, with guests ranging from contrarian researchers to fund managers and macro strategists. The format tends to combine big-picture frameworks (capital cycles, geopolitical forecasting) with actionable investment implications, making it a good fit for listeners who want to connect global events to portfolio decisions and allocations. A notable strength is the ability to pair high-level geopolitical theory with concrete case studies... more

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Which podcasts are similar to PIWORLD Investor Podcasts?

These podcasts share a similar audience with PIWORLD Investor Podcasts:

1. The Vox Markets Podcast
2. CONKERS' CORNER
3. The SharePickers Podcast with Justin Waite
4. UK Small/Mid Caps with Paul Scott
5. JohnBaronPortfolios.co.uk

How many episodes of PIWORLD Investor Podcasts are there?

PIWORLD Investor Podcasts launched 8 years ago and published 902 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on PIWORLD Investor Podcasts?

Recent guests on PIWORLD Investor Podcasts include:

1. Gerald Kuehr
2. Laurie Hulse
3. Le Shrub
4. Ami Daniel
5. David Murrin
6. John Polomny
7. Django Davidson
8. Michael Every

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