Argonaut TV

Professional investors can watch the latest published thought leadership and market updates from the Argonaut Investment Team.

Argonaut Absolute Return Fund May Update 2022

09 Jun 2022

Barry speaks with Chloe, reviewing the rollercoaster month of May, including the likelihood of a real but not nominal US recession, why tech will not be defensive in this downturn and how the only long-term cure for inflation is for the capital cycle to come full circle in a multi-year bull market for commodity and value stocks. We also talk through the current bullish outlook across the Energy complex and debate the reasons why consensus is currently blind to these opportunities.

Argonaut 1970s Redux Stockumentary

12 May 2022

But what were the 1970’s really like for investors? And what lessons can we learn for investing today? Argonaut presents an original “Stockumentary” on “The 1970’s Redux”.

Argonaut Absolute Return Fund April 2022

04 May 2022

Barry and Chloe reviewing the tumultuous month of April, covering the implications of Fed “front-loading” in particular for our commodities positioning and also Argonaut’s positive alternative impact efforts on corporate governance and the environment during the month.

Argonaut Absolute Return March 2022

05 Apr 2022

Barry talks to Chloe about the Argonaut Absolute Return Fund: discussing our March performance, market and portfolio views and the outlook for 2022.

Absolute Return February 2022

03 Mar 2022

Barry talks to Chloe about the Argonaut Absolute Return Fund: discussing our February performance, market views and the outlook for 2022.

Absolute Return January 2022

03 Feb 2022

Barry talks to Chloe about the Argonaut Absolute Return Fund: discussing our January performance and the outlook for 2022

The MoneyWeek Podcast – Barry Norris: investing for a post-pandemic world

21 Jan 2022

Barry Norris, manager of the Argonaut absolute return fund, explains what the investment landscape looks like in a post pandemic world, with the end of cheap money and decarbonisation driving a 1970s-style inflationary shock.

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