This week, Liberum’s teamMINING is well up the Thames at Wandsworth, for an afternoon at the Ship. Without any prompting or useful conclusion, Tom explains the difference between ebbing and flooding tides; Ben’s highest conviction call right now seems to be a 3-2 victory to England, in the on-going Ashes series; Simon’s phone-based roulette wheel approach to portfolio management continues to generate chunky returns. And, after spending a day building a global oxide model, Mikhail - our team’s work-experience ‘junior burger’ - is a table-banging uranium bull.
rockSHOT Podcast: Stay behind the crease
14.07.2023
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