In this episode, Donnie and Jeff explore the implications of AI terminology shifts, market signals, and the macroeconomic outlook, providing insights into how these trends influence investment strategies and policy perspectives.
19 Sept 2026
Weekly-ish Episode 2
Bonus Episode:
Jeff and Donnie break down the market stories shaping Berkshire, Magnite, big tech regulation, and the next wave of AI opportunities.
22 Aug 2026
Season 2 - Ep 2 with Jack Pailing
The UK market is often overlooked by investors — and that's exactly where the opportunity lies. In this episode, Jeff and Donnie talk with Jack Pailing, founder of the Shareholders Board and investor at Colebrooke Partners, about why quality UK businesses still trade at a discount, how market structure creates mispricing, and why Rightmove may have a stronger moat than many realize.
The Shareholders Board is a community where every member is verified as a real person, built for discussing listed companies the way owners and thoughtful investors do. It was created because conversation about companies online, particularly in the UK, had drifted into anonymity and noise, and quality discussion deserved a home of its own. More info and signup at: https://theshareholdersboard.co.uk (https://theshareholdersboard.co.uk)
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Apple Podcasts (US)
5.0 / 5
4 ratings
Spotify
5.0 / 5
2 ratings
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