Goshawk Podcast

Goshawk Asset Management
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Goshawk Asset Management podcast about markets and performance.

  1. Aug 6

    AI: Hope, Hype and Brutal Reality | Goshawk Vlog | Episode 7 (Audio-Only Version)

    An audio-only version of a vlog from Simon Edelsten of Goshawk Asset Management discussing the hopes held for AI versus the reality. This episode was recorded on 3rd August 2026. You can also watch this vlog on YouTube here: ⁠https://youtu.be/Idped0PZ34s?si=IBuz7jd77baIAczq⁠ Disclaimer: The content of this podcast is provided for information purposes only and is not intended to be an offer or solicitation, nor is it intended to be investment advice. The funds run by Goshawk Asset Management may have positions in any of the stocks discussed, but their inclusion in this podcast should not be taken as a recommendation. Historical performance information is presented by way of example only, and this podcast may contain forward-looking information that is not purely historical in nature, with no representation made that the performance presented will be achieved and no guarantee that any forecast will come to pass. Reliance upon information in this podcast is at the sole discretion of the listener and is not intended to be relied on in making, or refraining from making, any specific investments or other decisions. Opinions expressed, whether specifically, in general, or both on the performance of individual securities and in a wider economic context represent our view at the time of preparation and are subject to change.

  2. Aug 5

    AI: Hope, Hype and Brutal Reality | Goshawk Vlog | Episode 7

    A vlog from Simon Edelsten of Goshawk Asset Management discussing the hopes held for AI versus the reality. This episode was recorded on 3rd August 2026. You can also watch this vlog on YouTube here: https://youtu.be/Idped0PZ34s?si=IBuz7jd77baIAczq Disclaimer: The content of this podcast is provided for information purposes only and is not intended to be an offer or solicitation, nor is it intended to be investment advice. The funds run by Goshawk Asset Management may have positions in any of the stocks discussed, but their inclusion in this podcast should not be taken as a recommendation. Historical performance information is presented by way of example only, and this podcast may contain forward-looking information that is not purely historical in nature, with no representation made that the performance presented will be achieved and no guarantee that any forecast will come to pass. Reliance upon information in this podcast is at the sole discretion of the listener and is not intended to be relied on in making, or refraining from making, any specific investments or other decisions. Opinions expressed, whether specifically, in general, or both on the performance of individual securities and in a wider economic context represent our view at the time of preparation and are subject to change.

  3. Jul 15

    Finding Old-Fashioned Value as Tech Bubbles Build | Goshawk Vlog | Episode 6 (Audio-Only Version)

    An audio-only version of a vlog from Simon Edelsten of Goshawk Asset Management discussing whether current market highs are justified. This episode was recorded on 6th July 2026. Disclaimer: The content of this podcast is provided for information purposes only and is not intended to be an offer or solicitation, nor is it intended to be investment advice. The funds run by Goshawk Asset Management may have positions in any of the stocks discussed, but their inclusion in this podcast should not be taken as a recommendation. Historical performance information is presented by way of example only, and this podcast may contain forward-looking information that is not purely historical in nature, with no representation made that the performance presented will be achieved and no guarantee that any forecast will come to pass. Reliance upon information in this podcast is at the sole discretion of the listener and is not intended to be relied on in making, or refraining from making, any specific investments or other decisions. Opinions expressed, whether specifically, in general, or both on the performance of individual securities and in a wider economic context represent our view at the time of preparation and are subject to change.

  4. Jul 15

    Finding Old-Fashioned Value as Tech Bubbles Build | Goshawk Vlog | Episode 6

    A vlog from Simon Edelsten of Goshawk Asset Management discussing whether current market highs are justified. This episode was recorded on 6th July 2026. Disclaimer: The content of this podcast is provided for information purposes only and is not intended to be an offer or solicitation, nor is it intended to be investment advice. The funds run by Goshawk Asset Management may have positions in any of the stocks discussed, but their inclusion in this podcast should not be taken as a recommendation. Historical performance information is presented by way of example only, and this podcast may contain forward-looking information that is not purely historical in nature, with no representation made that the performance presented will be achieved and no guarantee that any forecast will come to pass. Reliance upon information in this podcast is at the sole discretion of the listener and is not intended to be relied on in making, or refraining from making, any specific investments or other decisions. Opinions expressed, whether specifically, in general, or both on the performance of individual securities and in a wider economic context represent our view at the time of preparation and are subject to change.

  5. May 21

    Market Update: Are the Record Highs Justified? | Goshawk Vlog | Episode 5 (Audio-Only Version)

    A vlog from Simon Edelsten of Goshawk Asset Management discussing whether current market highs are justified. This episode was recorded on 9th May 2026. Disclaimer: The content of this podcast is provided for information purposes only and is not intended to be an offer or solicitation, nor is it intended to be investment advice. The funds run by Goshawk Asset Management may have positions in any of the stocks discussed, but their inclusion in this podcast should not be taken as a recommendation. Historical performance information is presented by way of example only, and this podcast may contain forward-looking information that is not purely historical in nature, with no representation made that the performance presented will be achieved and no guarantee that any forecast will come to pass. Reliance upon information in this podcast is at the sole discretion of the listener and is not intended to be relied on in making, or refraining from making, any specific investments or other decisions. Opinions expressed, whether specifically, in general, or both on the performance of individual securities and in a wider economic context represent our view at the time of preparation and are subject to change.

  6. May 16

    Market Update: Are the Record Highs Justified? | Goshawk Vlog | Episode 5

    A vlog from Simon Edelsten of Goshawk Asset Management discussing whether current market highs are justified. This episode was recorded on 9th May 2026. Disclaimer: The content of this podcast is provided for information purposes only and is not intended to be an offer or solicitation, nor is it intended to be investment advice. The funds run by Goshawk Asset Management may have positions in any of the stocks discussed, but their inclusion in this podcast should not be taken as a recommendation. Historical performance information is presented by way of example only, and this podcast may contain forward-looking information that is not purely historical in nature, with no representation made that the performance presented will be achieved and no guarantee that any forecast will come to pass. Reliance upon information in this podcast is at the sole discretion of the listener and is not intended to be relied on in making, or refraining from making, any specific investments or other decisions. Opinions expressed, whether specifically, in general, or both on the performance of individual securities and in a wider economic context represent our view at the time of preparation and are subject to change.

  7. Apr 14

    What is our ValueModel? | Goshawk Vlog | Episode 4 (Audio-Only Version)

    The audio-only version of a vlog from Simon Edelsten of Goshawk Asset Management explaining our ValueModel. This episode was recorded on 27th February 2026. Disclaimer: The content of this podcast is provided for information purposes only and is not intended to be an offer or solicitation, nor is it intended to be investment advice. The funds run by Goshawk Asset Management may have positions in any of the stocks discussed, but their inclusion in this podcast should not be taken as a recommendation. Historical performance information is presented by way of example only, and this podcast may contain forward-looking information that is not purely historical in nature, with no representation made that the performance presented will be achieved and no guarantee that any forecast will come to pass. Reliance upon information in this podcast is at the sole discretion of the listener and is not intended to be relied on in making, or refraining from making, any specific investments or other decisions. Opinions expressed, whether specifically, in general, or both on the performance of individual securities and in a wider economic context represent our view at the time of preparation and are subject to change.

  8. Apr 2

    What is our ValueModel? | Goshawk Vlog | Episode 4

    A vlog from Simon Edelsten of Goshawk Asset Management explaining our ValueModel. This episode was recorded on 27th February 2026. Disclaimer: The content of this podcast is provided for information purposes only and is not intended to be an offer or solicitation, nor is it intended to be investment advice. The funds run by Goshawk Asset Management may have positions in any of the stocks discussed, but their inclusion in this podcast should not be taken as a recommendation. Historical performance information is presented by way of example only, and this podcast may contain forward-looking information that is not purely historical in nature, with no representation made that the performance presented will be achieved and no guarantee that any forecast will come to pass. Reliance upon information in this podcast is at the sole discretion of the listener and is not intended to be relied on in making, or refraining from making, any specific investments or other decisions. Opinions expressed, whether specifically, in general, or both on the performance of individual securities and in a wider economic context represent our view at the time of preparation and are subject to change.

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About

Goshawk Asset Management podcast about markets and performance.

Information

  • Creator
    Goshawk Asset Management
  • Years Active
    2025 - 2026
  • Episodes
    14
  • Rating
    Clean
  • Copyright
    © Goshawk Asset Management
  • Show Website
    Goshawk Podcast