All Episodes
The Evenlode Podcast — 172 episodes
Evenlode UK Select Fund Investment View – Field notes from UK travels
Evenlode Income Investment View – Field notes from UK travels
Evenlode Global Income Investment View – Fundamentals vs Fear
Evenlode Global Dividend Investment View – Fundamentals vs Fear
Evenlode UK Select Investment View – Is Quality Investing Dead?
Evenlode Income Investment View – Is Quality Investing Dead?
Evenlode Global Dividend Investment View – On a ‘very weird’ market, and controlling what you can
Evenlode Global Income Investment View – On a ‘very weird’ market, and controlling what you can
Evenlode UK Select Fund Investment View – Review and Outlook for 2026
Evenlode Income Investment View – Review and Outlook for 2026
Evenlode Global Opportunities Investment View – 2025 Round Up
Evenlode Global Equity Investment View – 2025 Round Up
Evenlode Global Income Investment View – Review of 2025
Evenlode Global Dividend Investment View – Review of 2025
Evenlode Income Investment View – Winter Reading
Evenlode Global Income Investment View – The Long Lasting Sale
Evenlode Global Dividend Investment View – The Long Lasting Sale
Evenlode UK Select Investment View – Quality Dials Up
Evenlode Income Investment View – Quality Dials Up
Evenlode Global Income Investment View – A Bubble In Quality
Evenlode Global Dividend Investment View – A Bubble In Quality
Evenlode Global Opportunities Investment View – Q3 results roundup and AI update
Evenlode Global Equity Investment View – Q3 results roundup and AI update
Evenlode Income Investment View – Moats in the sale
Evenlode UK Select Investment View – Moats in the sale
Evenlode Global Income Investment View – Getting More Than You Pay For
Evenlode Global Dividend Investment View – Getting More Than You Pay For
Evenlode UK Select Investment View – An Interesting Juncture
Evenlode Income Investment View – An Interesting Juncture
Evenlode Global Income Investment View – The Disconnect
Evenlode Global Dividend Investment View – The Disconnect
Evenlode Income Investment View – Summer Reading
Evenlode Global Dividend Investment View – Increasing Opportunities In a Rising Market
Evenlode Global Income Investment View – Increasing Opportunities In a Rising Market
Evenlode Income Investment View – More Results Colour
Evenlode Global Income Investment View – Style and Fashion
Evenlode Global Dividend Investment View – Style and Fashion
Evenlode Income Investment View – Results Colour
Evenlode Global Dividend Investment View – What Uncertainty?
Evenlode Global Income Investment View – What Uncertainty?
Evenlode Global Opportunities Investment View - Artificial Intelligence Update
Evenlode Global Equity Investment View - Artificial Intelligence Update
Evenlode Income Investment View – Embedded Value, New Holdings
Evenlode Global Income Investment View – Is This Time Different?
Evenlode Global Dividend Investment View – Is This Time Different?
Evenlode Global Opportunites Investment View - Q1 2025 Earnings Season
Evenlode Global Equity Investment View - Q1 2025 Earnings Season
Evenlode Income Investment View – Tariff aftermath, portfolio update and new holdings
Evenlode Global Opportunities Investment View - Review of Q1 2025
Evenlode Global Equity Investment View - Review of Q1 2025
Evenlode Global Income Investment View – Market Narratives
Evenlode Global Dividend Investment View – Market Narratives
Evenlode Global Dividend Investment View – Tariff Turmoil and Yesterday’s News
Evenlode Global Income Investment View – Tariff Turmoil and Yesterday’s News
Evenlode Income Investment View - Tariff Trauma
Evenlode Income Investment View - Top Seven
Evenlode Global Income Investment View – Results and Evolving Themes
Evenlode Global Dividend Investment View – Results and Evolving Themes
Evenlode Global Equity Investment View - 2024 Update
Evenlode Global Opportunities Investment View - 2024 Update
Evenlode Income Investment View - Review of 2024 and outlook for 2025
Evenlode Global Dividend Investment View – Reflections on 2024
Evenlode Global Income Investment View – Reflections on 2024
Evenlode Income Investment View – Winter Reading
Evenlode Global Income Investment View – A metaphor for 2024
Evenlode Income Investment View – Niche Compounders
Evenlode Global Income Investment View – Tariffs, trade and the not-quite-everything rally
Evenlode Income Investment View – The US Election – A bottom-up perspective
Evenlode Global Income Investment View – The Consumer Economy
Evenlode Global Equity Investment View – Q3 2024 update
Quality and Long Term Value - Evenlode Investment View
Olympic Legacy - Evenlode Global Investment View
Summer Reading - Evenlode Investment View
A Tale of Two Markets - Evenlode Global Investment View
Interim Results - Evenlode Investment View
Markets Move - Evenlode Global Investment View
Under the Bonnet - Evenlode Investment View
Q2 2024 Update - Evenlode Global Investment View
Grounded in Reality - Evenlode Global Investment View
Quality Compounders - Evenlode Investment View
Zooming Out - Evenlode Global Investment View
Pieces of Good Businesses - Evenlode Investment View
Following the Value - Evenlode Investment View
First Quarter Results 2024 - Evenlode Global Investment View
Company Specifics - Evenlode Investment View
Dinner Conversations - Evenlode Global Investment View
Themes From Results - Evenlode Investment View
Steady as She Goes - Evenlode Global Investment View
Conference Season - Evenlode Global Investment View
2023 Review and Outlook for 2024 - Evenlode Investment View
Winter Reading - Evenlode Investment View
Portfolio changes, and a reflection on 2023 - Evenlode Global Investment View
Latest Field Notes - Evenlode Investment View
The Economic Cycle vs The Next Big Thing - Evenlode Global Investment View
Third Quarter Results - Evenlode Global Investment View
Quality Compounding Value - Evenlode Investment View
The Big Picture - Evenlode Global Investment View
'Old Normal' Vibes - Evenlode Investment View
New(ish) Holdings - Evenlode Global Investment View
Thoughts Following Results Season - Evenlode Global Investment View
Summer Reading - Evenlode Investment View
The Well Invested Grow Stronger - Evenlode Investment View
The Health Care Option - Evenlode Global Investment View
Two Corporate Themes - Evenlode Investment View
Insights and Observations - Evenlode Investment View
Business Development - Evenlode Global Investment View
How to Compound a Business - Evenlode Investment View
The Investment Environment - Evenlode Global Investment View
Through-Cycle Risk Management - Evenlode Investment View
Painting The Whole Picture - Evenlode Global Investment View
Results Round-up - Evenlode Investment View
Consumer goods (or, some of the notes we do play) - Evenlode Global Investment View
Banks - Evenlode Global Investment View
Steady Compounding - Evenlode Investment View
Investment Through Thick and Thin - Evenlode Global Investment View
Scene Setting - Evenlode Global Investment View
Review and Outlook - Evenlode Investment View
2022 Review - Checking the score - Evenlode Global Investment View
Five-year hits and misses - Evenlode Global Investment View
Winter Reading - Evenlode Investment View
Results and Silver Linings - Evenlode Investment View
Results Part 2 - Evenlode Global Investment View
Marathon not a Sprint - Evenlode Investment View
Results Part 1 - Evenlode Global Investment View
Currency Economy Company - Evenlode Global Investment View
Insulation and Opportunity - Evenlode Investment View
Summer Reading - Evenlode Investment View
Notes from the East Coast - Evenlode Global Investment View
New Holdings - Evenlode Investment View
A Broadening Opportunity Set - Evenlode Investment View
Market Swings - Evenlode Global Investment View
Quietly Getting On With It - Evenlode Investment View
Supply Constraints - Evenlode Global Investment View
First Quarter Results - Evenlode Investment View
Global Demand - Evenlode Global Investment View
Inflation and Long Term Investing - Evenlode Investment View
March 2022 - Evenlode Global Investment View
Corporate Performance - Evenlode Global Investment View
Field Notes - Evenlode Investment View
2021 Review and Outlook for 2022 - Evenlode Global Investment View
Review and Outlook - Evenlode Investment View
Winter Reading - Evenlode Investment View
Hidden Champions - Evenlode Investment View
Key Sectors - Evenlode Global Investment View
Third Quarter Results and Upcoming Fourth Anniversary - Evenlode Global Investment View
Consumer Brands - Evenlode Investment View
Values - Redux - Evenlode Global Investment View
The Business of Investing - Evenlode Investment View
Summer Reading - Evenlode Investment View
Consumer Trends - Part 2: Alcohol - Evenlode Global Investment View
Themes from Results - Evenlode Investment View
Unfashionable Resilience - Evenlode Investment View
Consumer Trends - Part 1: Plant-based foods - Evenlode Global Investment View
Values - Evenlode Global Investment View
Ship of Theseus - Evenlode Investment View
Rabbits and Compounders - Evenlode Global Investment View
Long Term Themes - Evenlode Investment View
Evolution - Evenlode Global Investment View
Opportunities For Growth - Evenlode Investment View
Corporate Results Season, No Tea - Evenlode Global Investment View
Pieces of Good Companies - Evenlode Investment View
European Innovation - Evenlode Global Investment View
The TIC Industry
Through and Beyond the Crisis - Evenlode Investment View
Happy Medium - Evenlode Global Investment View
Winter Reading - Evenlode Investment View
Animal Spirits Return - Evenlode Investment View
Rotation Dynamics - Evenlode Global Investment View
The Long Haul - Evenlode Investment View
US Election & Uncertainty - Evenlode Global Investment View
Staying at Home, Making Space - Evenlode Global Investment View
Change, Adaption and Long-Term Growth - Evenlode Investment View