Talking Capital

Talking Capital

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Talking Capital explores the big questions facing sophisticated, long-term investors. Join Ian Barnard and Robert Sears of Capital Generation Partners on a fortnightly basis, as they answer market and investment questions posed by our own clients, covering any asset class in any region of the world. Capital Generation Partners LLP is authorised and regulated by the Financial Conduct Authority and is registered as an Investment Adviser by the US Securities and Exchange Commission. All information and opinions expressed during this podcast are subject to change without notice. Advice is given and services are supplied by Capital Generation Partners LLP and its affiliates (“CapGen”) on the basis of our terms and conditions of business, which are available upon request. No liability is accepted or responsibility assumed in respect of persons who are not clients of CapGen, unless expressly agreed in writing. This podcast does not constitute investment advice or an offer, contract or other solicitation to purchase any assets or investment solutions or a recommendation to buy or sell any particular asset, security, strategy or investment product. Nothing said during this webinar should be construed as an invitation or inducement to engage in investment activity. More information: https://www.capgenpartners.com/legal/privacy-notice

Recent Episodes

  • Markets wrap: Q1 themes, IPOs and the health of private markets

    2 weeks ago
  • Japanese interest rates, the gold rally and the current state of the European economy

    1 month ago
  • Credit special: trends, opportunities and the discipline of manager selection

    1 month ago
  • GRANOLA, recessions and the outlook for public and private credit

    2 months ago
  • Big tech vs bank earnings, the end of 60/40 and the outlook for China

    2 months ago
  • Earnings season, finding uncorrelated assets and the outlook for hedge funds

    3 months ago
  • A market hangover, long term opportunism and a year of politics: what to expect from 2024

    3 months ago
  • End of year special: 2023 wrapped and 2024 outlook

    4 months ago
  • Commercial real estate special: trends, opportunities and how to access them

    5 months ago
  • Value traps vs opportunities: small caps, REITS and the question of currency management

    5 months ago