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 • 35 episodes
Stocks Neat
Latest Episodes
Trading the Tariff Tantrum
Markets are swinging wildly, and policy tweets aren’t helping. In this quarter’s podcast, Chief Investment Officer, Steve Johnson, and Forager International Shares Fund Portfolio Manager, Harvey Migotti, dive into the renewed tariff chaos spark...
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Season 1
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Episode 35
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26:32
The Rise and Fall of Active Fund Giants: Lessons for Investors
In Episode 34 of Stocks Neat, Chief Investment Officer, Steve Johnson, and Portfolio Manager, Gareth Brown, take a deep dive into the challenges facing active fund management giants Magellan and Platinum, and the lessons for investors seeking l...
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Season 1
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Episode 34
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47:34
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