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

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Manage episode 358115576 series 2882616
Konten disediakan oleh Julia Gallop and Vermeer Partners. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Julia Gallop and Vermeer Partners atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.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 episode

Artwork
iconBagikan
 
Manage episode 358115576 series 2882616
Konten disediakan oleh Julia Gallop and Vermeer Partners. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Julia Gallop and Vermeer Partners atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.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 episode

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