Stocks Neat
Stocks Neat by Forager Funds - the podcast talking sips and stocks, with nothing watered down. Each month, join Steve Johnson and Gareth Brown for a drink as they talk share markets and taste-test some of whisky's finest. www.foragerfunds.com
Podcasting since 2021 • 33 episodes
Stocks Neat
Latest Episodes
Fifteen Years of Forager and that Fifty Basis Point US Rate Cut
As we approach Forager's 15th birthday, in Episode 33 of Stocks Neat, CIO Steve Johnson and Portfolio Manager Gareth Brown dive into the 50bps rate cut in the US and its impact on small-cap stocks. They unpack the latest market moves, spotlight...
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Season 1
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Episode 33
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33:56
Riding the Small-Cap Wave: Opportunities Amidst Market Volatility
As we close out the 2024 financial year, in Episode 32 of Stocks Neat, CIO Steve Johnson, and Portfolio Manager Alex Shevelev, do a deep dive into the state of small-cap stocks and the latest market movements. They discuss recent ma...
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Episode 32
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27:56
Breakfast Burritos and Boom Time Stocks
In episode 31 of Stocks Neat, Portfolio Manager Gareth Brown and CIO Steve Johnson discuss Nvidia’s unprecedented rise, the recent Guzman y Gomez IPO, current investor sentiment and macroeconomic concerns. They examine the future compet...
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Episode 31
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30:57
Let Your Winners Run: AI, Commodities, and Emerging Markets
In episode 30 of Stocks Neat, Portfolio Manager Harvey Migotti and CIO Steve Johnson discuss recent portfolio performance including which surprise sectors have started contributing in 2024. They cover a wide range of topics including AI related...
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Episode 30
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25:21
Timeless Tactics: Preparing Your Portfolio for Market Downturns
In episode 29 of Stocks Neat Co-Portfolio Manager Gareth Brown and CIO Steve Johnson discuss several investing maxims, and how these might apply to portfolio positioning in prior and current markets. Topics covered include cleaning...
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Episode 29
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34:06