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James Spence

📍 London

The World's Smallest Festival - part 2

Part 1 conluded with some observations about Japan and that's where Part 2 continues. The debate then broke into the major theme of the weekend which was the gulf between the haves and the have nots (or the have less). Japan, Korea and Indonesia feature in this section

The World's Smallest Festival - part 1

Earlier this summer, friends Ian and Catriona Mclennan hosted a get together at the home in East Sussex. The source matter of the conversation was global markets, economies and politics. We, somewhat presumptiously, titled the gathering as 'Capital at the Ghyll' after the name of their house. The

Ian Mill KC interview

Ian Mill is one of the world’s leading barristers in sports and entertainment. He has practised at the bar for 45 years and remains highly active as his case list here indicates https://drive.proton.me/urls/T4C30149T0#8HS1Qh3x0VhB. The span and fame of the recording artists and bands

Hazel Moore interview

I worked with Hazel Moore in the early 1990s, initially within the Hong Kong equity research department of W.I. Carr, or WICO as it was fondly known around Asia. W.I.Carr was the first foreign brokerage to set up in Hong Kong and many terrific people passed through

Sir Alex Younger: in Memoriam

Alex was a friend at St Andrews University. A good few people could say that as he was a very popular, affable and funny person with the indelible streak of goodness running through him. I had hoped to interview him for this series and that, sadly, will now not happen.

Simon Ogus interview

Dr Simon Ogus is recognised as one of the best-known macro thinkers in Asia. He has lived in the region for over 35 years, initially working at GT Asset Management with John Greenwood. Following his departure from SBC Warburg in 1999, post the merger with UBS, he established his

James Thornton interview

The highly effective environmental lawyer who founded ClientEarth and now is Visiting Professor at the University of Oxford's Smith School of Enterprise and the Environment.

Richard Oldfield interview: Part II

In part two, Oldfield highlights emotional discipline, Value traps, managing concentrated portfolios and the lunacy of passive investing. He discusses reforming Oxford’s endowment, family wealth, AI, market arrogance, and his personal interests.

Richard Oldfield - part I

Richard Oldfield of Oldfield Partners is a seasoned Value investor whose distinguished career in financial markets spans five decades. Beginning in 1977, he joined Warburgs' international investment department, a move that defined his professional life. Over the years, Oldfield has held significant leadership roles. These include heading of the

Russell Napier interview

Professor Russell Napier is a world-renowned financial historian, global macro strategist, and author. He is often described as a "lawyer by training and a historian by necessity." The conversation took place on two dates: 23 February and 9 March. Between those two dates, a war began in