Podcasts

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

In the Bleak Midwinter

In the Bleak Midwinter

20 Dec 2022

In the advent to Christmas, amongst the festive merriment, we pause to contemplate what this year is sadly absent from our lives, which we previously took for granted, namely cheap and reliable energy.

A Different Perspective with Barry Norris Founder of Argonaut Capital

A Different Perspective with Barry Norris Founder of Argonaut Capital

07 Dec 2022

In this episode, Nick Searle speaks to Barry Norris, Founder of Argonaut Capital Partners.

Mad Max and Tina Turner

Mad Max and Tina Turner

30 Nov 2022

Barry Norris talks with James Ferguson (economist at Macrostrategy) about moving from a peak to a higher-for-longer inflationary scenario; the monetarist view vs. supply shocks; the absence of productivity growth leading to stop-go cycles; and the future return of QE in a Mad Max dystopian future.

The Return of the Gnome

The Return of the Gnome

07 Nov 2022

Barry Norris talks with Mark Dampier (former research director of Hargreaves Lansdown) about the return of the Gnomes of Zurich, inflation, central banks, energy markets and what is wrong with ESG.