Artwork

Indhold leveret af Julia Gallop and Vermeer Partners. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Julia Gallop and Vermeer Partners eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.
Player FM - Podcast-app
Gå offline med appen Player FM !

Why you should never bet against America with Richard de Lisle, Founder of De Lisle Partners

36:11
 
Del
 

Manage episode 358115576 series 2882616
Indhold leveret af Julia Gallop and Vermeer Partners. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Julia Gallop and Vermeer Partners eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.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 episoder

Artwork
iconDel
 
Manage episode 358115576 series 2882616
Indhold leveret af Julia Gallop and Vermeer Partners. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Julia Gallop and Vermeer Partners eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.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 episoder

همه قسمت ها

×
 
Loading …

Velkommen til Player FM!

Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.

 

Hurtig referencevejledning