The Rock and Turner Investment Podcast
Episodes
The Dangerous Game Investors Are Playing
23 Feb 2026
Contributed by Lukas
Slowly, the market seems to be waking up to a major issue that the likes of Michael Burry, Warren Buffett and Terry Smith have been warning about for ...
Kingsway Financial Services (CEO Interview)
07 Feb 2026
Contributed by Lukas
DISCLAIMER & DISCLOSURE: The author holds a position in Kingsway Financial Services at the date of publication but that may change. The views expresse...
Judges Scientific | UK Programmatic Acquirer
08 Dec 2025
Contributed by Lukas
Judges Scientific Plc (JDG.L), listed on AIM, has built its entire identity around one thing: a disciplined and highly effective buy-and-build strateg...
Sundar Pichai Interview | "Is AI a Bubble?"
18 Nov 2025
Contributed by Lukas
In this short 10 minute interview, Sundar Pichai, CEO of Google owner Alphabet (GOOG)(GOOGL), emphasizes the importance, and dangers, of AI.Cautiously...
The Market’s Love Affair with Instant Gratification & The Art of Investor Alignment
15 Oct 2025
Contributed by Lukas
Show NotesIn this podcast, we explore the fascinating intersection of psychology and investing — why our brains are wired to crave instant gratifica...
Fairfax India, The Programmatic Acquirer
17 Sep 2025
Contributed by Lukas
This podcast continues our investigative journey on the theme of programmatic and serial acquirers. Links to the other episodes in this series are:* T...
Lesser Known Scandinavian Acquirers
08 Sep 2025
Contributed by Lukas
Acquisition-as-a-Business (AaaB)This podcast continues our investigative journey on the theme of programmatic and serial acquirers. The first episode ...
The Secret of Investing in Programmatic Acquirers
21 Aug 2025
Contributed by Lukas
This podcast is the first in a series focusing on Aquisition-as-a-Business (AaaB)* The Secret of Investing in Programmatic Acquirers podcast - [unlock...
James Emanuel, Talking Billions
11 Aug 2025
Contributed by Lukas
Bogumil Baranowski interviews James Emanuel for his Talking Billions podcast. Their conversation leads them into discussions on a wide range of fascin...
Enterprise Group - Exciting New Chapter
14 May 2025
Contributed by Lukas
DISCLAIMER & DISCLOSURE: The author, James Emanuel, holds a position in Enterprise Group, but that may change. The views expressed are those of the au...
Cristiano Souza, Super Star Fund Manager
23 Apr 2025
Contributed by Lukas
DISCLAIMER & DISCLOSURE: This interview was recorded for the MOI Global investment community, but is reproduced here on James’ own Substack for the ...
Rolling the Dice: The Leadership Gamble
10 Feb 2025
Contributed by Lukas
Annie Lennox, the singer-songwriter from Eurythmics, achieved great success in the 1980s. One of her songs, ‘Sisters Are Doin’ It for Themselves’...
Manolete Partners | Golden Opportunity
29 Jan 2025
Contributed by Lukas
Disclaimer: This is for information purposes only. It is not investment advice. The author has a position in the securities discussed. Seek profession...
MOI Global | Best Ideas 2025
15 Jan 2025
Contributed by Lukas
Best Ideas 2025 is the thirteenth edition of a fully online investment conference, hosted by MOI Global.A small number of investors were chosen to pit...
Compounders Podcast | James Emanuel
09 Dec 2024
Contributed by Lukas
Ben Claremon, of Devonshire Partners, hosts the Compounders podcast. He recently published an episode featuring an interview with me which he kindly a...
MOI Global | James Emanuel Interview
15 Nov 2024
Contributed by Lukas
This is a special podcast, capturing an interview that I gave to MOI Global. In it, we discuss the book, Fabric of Success and investing themes more g...
Mental Models #3 | Fundamentally Different
28 Oct 2024
Contributed by Lukas
This podcast is the latest in our series on mental models. Part 3 focuses on what gives a business a durable advantage. It isn’t about being increme...
Special Episode | Destabilizing The Existing Global Order
22 Oct 2024
Contributed by Lukas
In today's special episode we're exploring the BRICS summit in Kazan, Russia, happening from October 22nd to 24th, 2024. This summit brings together l...
Mental Models #2 | Democratization
21 Oct 2024
Contributed by Lukas
This podcast accompanies the series of articles exploring mental models. This one "The Democratization of Goods and Services" is a podcast based on a ...
Mental Models #1 | Art of Stock Picking
14 Oct 2024
Contributed by Lukas
This podcast focuses on a speech that Charlie Munger gave back in 1994 at the University of Southern California, entitled ‘The Art of Stock Picking’...
Most Abused Aspect of Corporate Finance
04 Oct 2024
Contributed by Lukas
Another short podcast, based on a Rock and Turner Substack post. To read the full post, please see: A Free Lunch? | No Such Thing .Who else would enjo...
Challenge Your Thinking On Dividends
03 Oct 2024
Contributed by Lukas
As a taster of some of the posts on the Rock & Turner Substack, here is a quick 12 minute podcast. The podcast is based on the following post if you a...
It's All About The People: Focus on CEOs
03 Oct 2024
Contributed by Lukas
As a taster of some of the posts on the Rock & Turner Substack, here is a quick 12 minute podcast. The podcast is based on the following post if you a...