Leo Kelion
speaker
268 appearances
3 recordings
1 series
first heard Jun 2026
last heard 4 Aug
Leo Kelion’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 3 in all, peaking in Jun 2026 with 2.
Appearances
That's fascinating.
If I can move on, you also talk about fragmentation, opening up niches and more space for subcultures, and that can benefit the companies serving them.
Can you give me an example of one?
everything is changing, though, and I think you make the point that you look out for what you call cultural anchors, and that can point you towards long-term growth, too.
Can you make that real with a company that does that?
And just going back to that sports example you were giving, what's the company that connects to that's in your portfolio?
And then one other type of company that you talk about in your paper is companies that ride the entropy and help others to manage it.
You call them antidotes.
Tell us about one of those.
David, I know there's a lot more in the paper, and I do urge our listeners to read it in full.
I'm just curious where you're now turning your attention.
What other types of systems change are you thinking about at the moment?
David, we've covered lots.
I always like to end this podcast by asking my guests what book they're reading or have recently finished to get a window into their wider influences.
So what's new on your bookshelf?
And I'm curious, when you've got those 15 levers or indeed any of the frameworks that you're using, do you use AI to help you find them in the companies that you research?
That's really interesting.
It feels like actually there might be a whole other podcast in discussing that.
can get you back on again soon.
Dave, thank you very much for coming on the show.
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