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In the Markets with Fred & Rory
16 minutes | 3 days ago
April 2021: Deliveroo or Deliveroops?
Deliveroo hit the UK market with one of the biggest IPOs we have seen in the last ten years, on Wednesday, 31st March. In this episode, Fred and Rory analyse why it was so overvalued, what went wrong and why we didn't invest, although we do believe it to be a good quality business. But the question remains: has Deliveroo peaked?
15 minutes | 18 days ago
March 2021: James Anderson & the Tech Revolution
Could you get Mark Zuckerberg on the phone? In the latest podcast from UK Fund Managers, Fred & Rory, we review the latest market news, starting with the retirement of James Anderson - arguably one of the most well-known and successful Fund Managers in the UK. James, a believer in the asymmetry of returns and positive extremes, was an early investor in tech stocks pre-IPO and saw huge success through early investment in companies such as Tesla, Facebook and Alibaba, to name but a few. Tune in to find out more, including the impact that rising interest rates could have on the technology sector.
14 minutes | a month ago
March 2021: JD Sports, UK Budget and Bouncebackability
Having promoted Rory to Chancellor of the Exchequer for the day in the last episode, UK Fund Managers, Fred & Rory, are back to discuss how his UK Budget predictions fared after the announcement from Rishi Sunak last week. Covering topics ranging from tax, ISAs to JD Sports and the 'bouncebackability' of the UK economy are tackled - a phrase coined by Ian Dowie, the manager of Crystal Palace Football Club.
13 minutes | 2 months ago
February 2021: Lifting lockdown & UK budget predictions
In the latest podcast from Fred & Rory, Fund Managers at Church House, they look at the resurgence of the Reddit thread community pushing up GameStop’s stock price, the impact lockdown has had on the property sector in the UK, focusing primarily on Shaftesbury PLC – a prime example of responsible governance and good leadership. And finally, if Rory was Chancellor for the day, what decisions he would make in the UK Budget announcement on Wednesday 3 March.
12 minutes | 2 months ago
February 2021: Reddit, GameStop and taking on Wall Street
The latest monthly podcast discussion with UK Fund Managers Rory Campbell-Lamerton and Fred Mahon on the WallStreetBets Reddit thread community, their crusade on driving up the stock price of GameStop and its impact on hedge funds.
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