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Kandungan disediakan oleh Julia Gallop and Vermeer Partners. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Julia Gallop and Vermeer Partners atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.
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Why you should never bet against America with Richard de Lisle, Founder of De Lisle Partners

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Manage episode 358115576 series 2882616
Kandungan disediakan oleh Julia Gallop and Vermeer Partners. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Julia Gallop and Vermeer Partners atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.

Why does Warren Buffett say one should never bet against America? Well, this week on the Art of Investment podcast we find out by taking a deep dive into the US stock market with Richard de Lisle, Founder of De Lisle Partners and Lead Manager of the VT De Lisle America Fund. Richard has a wealth of experience to draw from having been an investor in US markets for over 40 years. He explains why the US market continues to capture his imagination, why being based in Poole is a competitive advantage, his view on the economy, inflation, big tech, why he focuses on smaller companies and finally, whether we are heading for a recession or not.

www.vermeerllp.com

www.delislepartners.com

  continue reading

58 episod

Artwork
iconKongsi
 
Manage episode 358115576 series 2882616
Kandungan disediakan oleh Julia Gallop and Vermeer Partners. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Julia Gallop and Vermeer Partners atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.

Why does Warren Buffett say one should never bet against America? Well, this week on the Art of Investment podcast we find out by taking a deep dive into the US stock market with Richard de Lisle, Founder of De Lisle Partners and Lead Manager of the VT De Lisle America Fund. Richard has a wealth of experience to draw from having been an investor in US markets for over 40 years. He explains why the US market continues to capture his imagination, why being based in Poole is a competitive advantage, his view on the economy, inflation, big tech, why he focuses on smaller companies and finally, whether we are heading for a recession or not.

www.vermeerllp.com

www.delislepartners.com

  continue reading

58 episod

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