HyperNormalTimes & In The Company of Mavericks
Jeremy McKeownInvesting in a changing world requires maverick thinking. When old worlds break, mavericks forge new paths. This Substack chronicles our HyperNormality with posts and podcast interviews with Maverick entrepreneurs, investors and thinkers.
| Platform |  | Pricing | Only free issues | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 376 | Founded | 2 years ago | Last Issue | 3 days ago |
| Active | |||||
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jeremymckeown.substack.comLatest Issues
Becoming a Fund Manager From Academy to Allocator
In this episode, I am joined by a friend of the pod, David Seaman, for a conversation with Henry Rayner and Jamie Hartley, two young fund managers at Ennismore, about how they’ve developed their craft as small-cap investors through the firm...
A Tale of Two Londons
One repays a teacher badly if one remains only a pupil, Nietzsche.
As the UK bathes in an unusually fine late Spring Bank Holiday weekend, its talking-heads and chattering classes are squinting northwards, trying to find Ashton in Makerfi...
Bond Vigilantes Stand Down & AI Goes to the Moon
The market this week had two main stories.
The first was the bond market. The US 30-year hit 5.2%, the highest since the global financial crisis. Japan’s 30-year at a record since 1999. The 30-year gilt is near 5.7%, its worst since 1998....
The Maverick Taking On Nationwide: James Sherwin-Smith & Why Every Member Should Exercise Their Democratic Right to Vote
Your Society needs you to vote.
9.1 million members are eligible to vote. Last year, fewer than 700,000 did, and c85% of those used the 'quick vote' box, which endorses every board recommendation by default. That's not democracy. Tha...
Running on Empty, Running Blind
The S&P 500 is at an all-time high. The Strait of Hormuz is closed. PPI just printed at 6%. The UK government is dissolving in real time. And in Havana, people are banging pots in the dark because there is, quite literally, no more fuel oil...
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Authors
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Stock market veteran Jeremy writes HyperNormalTimes from the intersection of geopolitics and markets. Hypernormality requires maverick entrepreneurs, thinkers and investors to find a route out. ITCOM is a podcast that lets you hear from such people.
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