Listen "Do I Know What Orwellian Means?"
Episode Synopsis
While Will and Adam may, a lot of people have been misusing the term lately. We discuss how all stocks are equal, though some are more equal than others, where we see (and do not see) inflation, and what that means for equities, especially small caps, and bonds. We close with some perspective on what has been driving the outperformance in certain frothy areas of the market, why it may continue, and what risks are being overlooked.
More episodes of the podcast Tea and Crumpets
Christmas Present
23/12/2025
Ish
09/12/2025
I Have Two Gavels. One for Each of You.
19/11/2025
Red October?
02/10/2025
Hot Pot Paranoia
11/09/2025
The Gilded Age
26/08/2025
Demise of the Switchboard Operator
06/08/2025
Dear Jerome
15/07/2025
Black Eye
17/06/2025
The Swamp Always Wins
15/05/2025
ZARZA We are Zarza, the prestigious firm behind major projects in information technology.