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The Saxo strategy team delivers insights and opinions about financial markets in a series of weekly podcasts covering all asset classes. Monday is our conversation about macroeconomy, currencies, and central banks. Tuesday is all about fixed-income ranging from governments bonds to credit. Wednesday is a jump into global equities covering earnings, themes, and single stocks. Thursday is our journey into commodities covering everything from natural gas to soybeans.
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Friday Nov 12, 2021
Friday Nov 12, 2021
In this special edition of the Saxo Market Call podcast, Peter Garnry sits down with Conor MacNeil which is the equity research analyst behind the increasingly popular investment newsletter Investment Talk. It is a conversation about Conor's background and how he accidentally stumbled into writing a newsletter on Substack, and how he is part of a growing group of independent research analysts on Substack providing high quality insights about investing in financial markets. We also talk about his approach to equity investing and what he looks for before investing in a company for the long-term. Finally, we asked Conor to highlight two companies that he thinks have potential to outperform the market over the coming years. We hope you will enjoy the conversation as much as we did.
You can find Conor MacNeil on Substack with his Investment Talk newsletter and on Twitter under the handle @InvestmentTalkk