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Content for investors by investors . These are audio podcast versions of our videos. Sometimes slides are referred to, to view as videos go to www.piworld.co.uk

  1. 6D AGO

    Talking Tech - Episode 36

    Progressive's George O'Connor and Ian Robertson consider the Saint Valentine’s day tech massacre.  In face of the carnage, we take a step back and remember that writing software is only part of the story.  You need to plan, develop, test, sell and maintain. AI is untested in customer support for AI and much else besides. We have flashbacks to when Open Source became a thing and look to the SaaS transition and lessons learned and not learned. There is value amongst these hard-hit tech software stocks, but survival and growth in the face of AI is more than about having embedded products.  It’s also about the company structure and culture, and scarily for UK investors, its code base too. We consider the realignment of earnings multiples. After over a decade of analysts and investors assuming SaaS revenues go on forever, it’s now increasingly obvious that many software companies can and will die, and it might be messy.

    15 min

  2. JAN 29

    Talking Tech - Episode 35

    Progressive's George O'Connor and Ian Robertson take comfort from FY25 trading updates but look forward to a year in which reality may bite back. Trading updates from Raspberry Pi, and news flow from Intel and Samsung, remind us that things rarely happen as smoothly or as predictably in real-world tech as is hoped, particularly in semiconductors. Computacenter’s update has confirmed George’s view on hardware sales and serves as another illustration that cash flow matters and should not be taken for granted. Looking to the US, the traditional SaaS stocks are underperforming, dragged down by the question of what AI does to them and, importantly, software pricing. No sign of the market asking these fundamental questions of the UK stocks just yet.

    24 min

  3. JAN 23

    The Market Call - Week Ending 23rd January 2026

    The Market Call returns to analyse market volatility, geopolitical tensions, and the impact of the Trump administration on the global economy and markets. Jeremy and Gareth explore U.S. GDP hitting 4.4%, and a historic precious metals boom with gold nearing $5,000 and silver approaching $100 an ounce. Discover key insights on the U.S. real economy, bond yields, and six critical investment themes for the year ahead, including the Space Economy, Robotics, and the "Great Rotation" of capital. Key Topics & Highlights: Geopolitics & Trump 2.0: Analysis of the Trump administration's aggressive stances toward NATO and Europe, and its impact on global relations.Market Volatility: How the "Davos circus" and recent fears have driven investors into a risk-off mode, with strategies for navigating the uncertainty.The Commodities Boom: Discussion on the dramatic ascent of precious metals, driven by a weakening dollar and rising geopolitical insurance premiums.The Inflation vs. Growth Debate: An exploration of a hot U.S. economy (near 5% growth) versus moderating Western consumer price inflation, and its bond market implications.Six Themes for ’26: A breakdown of top investment themes for the year:Robotics and Autonomous Driving.The Space Economy.The Rise of the Chinese Consumer.Healthcare Catch-up.Energy will join the Commodities Party.The Ongoing "Great Rotation" (Capital moving from Dollar assets/Treasuries to gold and other geographies).

    15 min
  4. In the Company of Mavericks - Silver Confiscation, National Capitalism & the West’s Awakening

    JAN 22

    In the Company of Mavericks - Silver Confiscation, National Capitalism & the West’s Awakening

    Is silver's price spike a bubble, or an early warning of government confiscation for AI data centres and military needs? Craig Tindale, Australian investor and essayist, argues the West has lost touch with the physical economy — and national capitalism is our only path back. In this episode: • Why Craig sees silver regulation or confiscation coming, or where we rip out solar panels for their silver content.• How Western policy has detached from real-world physics• Lessons from 40 years of upgrading Asian manufacturing, banks & central banks• Why “national capitalism” is the West’s last hope• The real economic operating system we’ve forgotten

    41 min
  5. In the Company of Mavericks - Project Zimbabwe, S&P 10,000 & Cheap Energy with Erik@YWR

    JAN 20

    In the Company of Mavericks - Project Zimbabwe, S&P 10,000 & Cheap Energy with Erik@YWR

    Progressive's Jeremy McKeown recently caught up with Erik@YWR, a widely experienced investment professional and popular Substacker. Erik discusses his experience investing in Africa in the 20'teens and his involvement in what he calls Project Zimbabwe; don't think that we, in the West, are immune from our own versions of Project Zimbabwe. In Erik's view, we are, and counterintuitively, it partially explains Erik's current bullish stance on equities, with his framing of S&P 10,000 and how we can get there. He also shares how his investing process identifies sectors and markets at inflexion points, and he currently sees energy (specifically oil and gas) as poised to join the commodity rally underway in metals and rare earths. He also discusses how AI and robo-advisors might challenge the impact of passive investing on equity markets.

    56 min

  6. 12/19/2025

    The Market Call - Week Ending 19th December 2025

    In the last episode of 2025, Progressive's Gareth Evans and Jeremy McKeown discuss the significant events of the week, including volatile equities, what precious metals prices are telling us, and the ups and downs of oil prices, with the US Navy on patrol offshore of Venezuela.  There has been a data dump of macro numbers and rate decisions, and an important decision by Europe's leaders not to seize frozen Russian assets. Overall, the critical question for investors in 2026 is whether central banks have done enough to tame inflation and pave the way for lower rates. Jeremy again highlights Japan as a source of risk to the bullish scenario. Next week will be quiet, but always worth noting who might be sneaking out RNS's last thing on Christmas Eve.

    15 min

  7. 12/12/2025

    The Market Call - Week Ending 12th December 2025

    Progressive's Jeremy McKeown and Gareth Evans discuss the main events of the last week in financial markets. The primary focus is on the mixed messaging from the Federal Reserve with its interest rate decision described as a hawkish cut. Jeremy describes how we might interpret this move, which is now signalling only one further rate cut in 2026. Kevin "The Real Asset" Hassett is widely expected to be announced as Jay Powell's successor in January. Further, this has also been widely interpreted as allowing inflation expectations to run wild, thereby impacting the prices of gold and silver. However, the Fed decision makers are also looking at their responsibilities for employment and the functioning of financial markets. To this end, you might be mistaken that they have restarted QE. The move to inject liquidity into the short-term money markets might not be strictly QE, but it does expand the Fed's balance sheet, at least in the short term. Jeremy points to Japan as the source of the market dysfunction that policymakers might be preempting via this (temporary) injection. In US megacap land, news comes of a $1.5 trillion IPO for SpaceX, and a busy week for the Ellison family. Larry Ellison's Oracle highlighted the risks around the AI data centre build-out, but also his son and other high-profile backers were behind the $108bn hostile bid for Warner Bros. Jeremy highlights the precedent for such giant hostile bids, and it is an interesting list! Surely nothing to see here. Looking ahead, there will be further evidence next week of the weakening US jobs market. The events in Venezuela and the Ukraine peace process will also be centre stage.

    15 min

  8. 12/08/2025

    Cerillion (CER) Full Year Results Presentation - November 2025

    Cerillion CEO, Louis Hall and CFO, Andrew Dickson, present the company's results for the 12 months ended 30 September 2025, followed by Q&A.Louis Hall, CEO00:16 Introduction00:32 About Cerillion01:38 Product Delivery Model03:04 BSS/OSS Market Size04:07 FY2025 Highlights11:20 Competitive LandscapeAndrew Dickson, CFO12:45 2025 KPIs17:13 2025 Financial Highlights18:41 Cash Generation20:10 Income Statement20:56 Balance SheetLouis Hall, CEO21:26 New Logo Sales Pipeline, New Orders and Back-Order22:06 Summary & Outlook 22:30 Q&A Cerillion has a 26-year track record in providing mission-critical software for billing, charging and customer relationship management ("CRM"), mainly to the telecommunications sector but also to other markets, including utilities and financial services. The Company has c.70 customer installations across c. 45 countries. Headquartered in London, Cerillion also has operations in India and Bulgaria as well as a sales presence in the USA, Singapore and Australia. The business was originally part of Logica plc before its management buyout, led by CEO, Louis Hall, in 1999. The Company joined AIM in March 2016.  www.cerillion.com

    45 min
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About

Content for investors by investors . These are audio podcast versions of our videos. Sometimes slides are referred to, to view as videos go to www.piworld.co.uk

Information

  • Creator
    piworld
  • Years Active
    2018 - 2026
  • Episodes
    879
  • Rating
    Clean
  • Copyright
    © Copyright piworld 2018 All rights reserved.
  • Show Website
    PIWORLD Investor Podcasts

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