- 35
- Episodes
- 2
- Transcribed
- Daily
- Cadence
- 2021
- First episode
About Far From The Finishing Post
Far From The Finishing Post explores the ideas and practices of leading investors in an effort to continuously grow our collective knowledge. This podcast is intended for UK listeners only. The views and information contained within this podcast do not constitute investment advice and should not be used as the basis for investment decisions. Any reference to securities should not be construed as a recommendation to buy or sell these securities. Any opinions expressed are those of the relevant individuals and do not necessarily reflect the views of Troy Asset Management and may be subject to change without notice. Past performance is not a guide to future performance and the value of an investment may fall as well as rise.
- Publisher
- Troy Asset Management
- Category
- business
- Language
- en
- Explicit
- No
- First episode
- 31 Mar 2021
- Latest episode
- 6 Oct 2026
Latest episodes
2 of 35 episodes have a transcript.
6 Oct 2026
Django Davidson (Hosking Partners) - Agents Inside the Capital Cycle
23 Apr 2026TRANSCRIPT
James Davolos (Horizon Kinetics) - Elegant Equities for Higher Inflation
15 Oct 2025TRANSCRIPT
Alastair Unwin (Polar Capital) - Investing in an AI-first World
Inside a recent episode
James Davolos (Horizon Kinetics) - Elegant Equities for Higher Inflation
Published 23 Apr 2026 · Transcript excerpt
[…] And so you have this structural demand that really is needed to sustain the government finances colliding with a real economy that's just not set up to serve it. We can go even more granular and looking at the finite nature of copper and copper mines, of oil wells and oil, of water, and how all of this plays into providing the power and the infrastructure for AI. And, you know, that's just one new area that's emergent growth. But you can also look at emerging markets. What is it? 80% of the population today is not in developed market economies. Just do basic math on if their standard of living approaches 20% of a Western standard and they're at a equivalent level of installed copper, of hydrocarbon consumption, of protein consumption, just the demand on the physically constrained economy is just so enormous. […]
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The show publishes daily, based on its RSS feed.
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