Goshawk Podcast

Епизоди

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  AI: Hope, Hype and Brutal Reality | Goshawk Vlog | Episode 7 (Audio-Only Version) 06.08.2026 21мин

  An audio-only version of a vlog from Simon Edelsten of Goshawk Asset Management discussing the hopes held for AI versus the reality.This episode was recorded on 3rd August 2026.You can also watch this vlog on YouTube here: ⁠https://youtu.be/Idped0PZ34s?si=IBuz7jd77baIAczq⁠Disclaimer: The content of this podcast is provided for information purposes only and is not intended to be an offer or solicitation, nor is it intended to be investment advice. The funds run by Goshawk Asset Management may have positions in any of the stocks discussed, but their inclusion in this podcast should not be taken as a recommendation. Historical performance information is presented by way of example only, and this podcast may contain forward-looking information that is not purely historical in nature, with no representation made that the performance presented will be achieved and no guarantee that any forecast will come to pass. Reliance upon information in this podcast is at the sole discretion of the listener and is not intended to be relied on in making, or refraining from making, any specific investments or other decisions. Opinions expressed, whether specifically, in general, or both on the performance of individual securities and in a wider economic context represent our view at the time of preparation and are subject to change.
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  AI: Hope, Hype and Brutal Reality | Goshawk Vlog | Episode 7 05.08.2026 21мин

  A vlog from Simon Edelsten of Goshawk Asset Management discussing the hopes held for AI versus the reality.This episode was recorded on 3rd August 2026.You can also watch this vlog on YouTube here: https://youtu.be/Idped0PZ34s?si=IBuz7jd77baIAczqDisclaimer: The content of this podcast is provided for information purposes only and is not intended to be an offer or solicitation, nor is it intended to be investment advice. The funds run by Goshawk Asset Management may have positions in any of the stocks discussed, but their inclusion in this podcast should not be taken as a recommendation. Historical performance information is presented by way of example only, and this podcast may contain forward-looking information that is not purely historical in nature, with no representation made that the performance presented will be achieved and no guarantee that any forecast will come to pass. Reliance upon information in this podcast is at the sole discretion of the listener and is not intended to be relied on in making, or refraining from making, any specific investments or other decisions. Opinions expressed, whether specifically, in general, or both on the performance of individual securities and in a wider economic context represent our view at the time of preparation and are subject to change.
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  Finding Old-Fashioned Value as Tech Bubbles Build | Goshawk Vlog | Episode 6 (Audio-Only Version) 15.07.2026 12мин

  An audio-only version of a vlog from Simon Edelsten of Goshawk Asset Management discussing whether current market highs are justified.This episode was recorded on 6th July 2026.Disclaimer: The content of this podcast is provided for information purposes only and is not intended to be an offer or solicitation, nor is it intended to be investment advice. The funds run by Goshawk Asset Management may have positions in any of the stocks discussed, but their inclusion in this podcast should not be taken as a recommendation. Historical performance information is presented by way of example only, and this podcast may contain forward-looking information that is not purely historical in nature, with no representation made that the performance presented will be achieved and no guarantee that any forecast will come to pass. Reliance upon information in this podcast is at the sole discretion of the listener and is not intended to be relied on in making, or refraining from making, any specific investments or other decisions. Opinions expressed, whether specifically, in general, or both on the performance of individual securities and in a wider economic context represent our view at the time of preparation and are subject to change.
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  Finding Old-Fashioned Value as Tech Bubbles Build | Goshawk Vlog | Episode 6 15.07.2026 12мин

  A vlog from Simon Edelsten of Goshawk Asset Management discussing whether current market highs are justified.This episode was recorded on 6th July 2026.Disclaimer: The content of this podcast is provided for information purposes only and is not intended to be an offer or solicitation, nor is it intended to be investment advice. The funds run by Goshawk Asset Management may have positions in any of the stocks discussed, but their inclusion in this podcast should not be taken as a recommendation. Historical performance information is presented by way of example only, and this podcast may contain forward-looking information that is not purely historical in nature, with no representation made that the performance presented will be achieved and no guarantee that any forecast will come to pass. Reliance upon information in this podcast is at the sole discretion of the listener and is not intended to be relied on in making, or refraining from making, any specific investments or other decisions. Opinions expressed, whether specifically, in general, or both on the performance of individual securities and in a wider economic context represent our view at the time of preparation and are subject to change.
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  Market Update: Are the Record Highs Justified? | Goshawk Vlog | Episode 5 (Audio-Only Version) 21.05.2026 10мин

  A vlog from Simon Edelsten of Goshawk Asset Management discussing whether current market highs are justified.This episode was recorded on 9th May 2026.Disclaimer: The content of this podcast is provided for information purposes only and is not intended to be an offer or solicitation, nor is it intended to be investment advice. The funds run by Goshawk Asset Management may have positions in any of the stocks discussed, but their inclusion in this podcast should not be taken as a recommendation. Historical performance information is presented by way of example only, and this podcast may contain forward-looking information that is not purely historical in nature, with no representation made that the performance presented will be achieved and no guarantee that any forecast will come to pass. Reliance upon information in this podcast is at the sole discretion of the listener and is not intended to be relied on in making, or refraining from making, any specific investments or other decisions. Opinions expressed, whether specifically, in general, or both on the performance of individual securities and in a wider economic context represent our view at the time of preparation and are subject to change.
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  Market Update: Are the Record Highs Justified? | Goshawk Vlog | Episode 5 16.05.2026 10мин

  A vlog from Simon Edelsten of Goshawk Asset Management discussing whether current market highs are justified.This episode was recorded on 9th May 2026.Disclaimer: The content of this podcast is provided for information purposes only and is not intended to be an offer or solicitation, nor is it intended to be investment advice. The funds run by Goshawk Asset Management may have positions in any of the stocks discussed, but their inclusion in this podcast should not be taken as a recommendation. Historical performance information is presented by way of example only, and this podcast may contain forward-looking information that is not purely historical in nature, with no representation made that the performance presented will be achieved and no guarantee that any forecast will come to pass. Reliance upon information in this podcast is at the sole discretion of the listener and is not intended to be relied on in making, or refraining from making, any specific investments or other decisions. Opinions expressed, whether specifically, in general, or both on the performance of individual securities and in a wider economic context represent our view at the time of preparation and are subject to change.
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  What is our ValueModel? | Goshawk Vlog | Episode 4 (Audio-Only Version) 14.04.2026 16мин

  The audio-only version of a vlog from Simon Edelsten of Goshawk Asset Management explaining our ValueModel.This episode was recorded on 27th February 2026.Disclaimer: The content of this podcast is provided for information purposes only and is not intended to be an offer or solicitation, nor is it intended to be investment advice. The funds run by Goshawk Asset Management may have positions in any of the stocks discussed, but their inclusion in this podcast should not be taken as a recommendation. Historical performance information is presented by way of example only, and this podcast may contain forward-looking information that is not purely historical in nature, with no representation made that the performance presented will be achieved and no guarantee that any forecast will come to pass. Reliance upon information in this podcast is at the sole discretion of the listener and is not intended to be relied on in making, or refraining from making, any specific investments or other decisions. Opinions expressed, whether specifically, in general, or both on the performance of individual securities and in a wider economic context represent our view at the time of preparation and are subject to change.
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  What is our ValueModel? | Goshawk Vlog | Episode 4 02.04.2026 18мин

  A vlog from Simon Edelsten of Goshawk Asset Management explaining our ValueModel.This episode was recorded on 27th February 2026.Disclaimer: The content of this podcast is provided for information purposes only and is not intended to be an offer or solicitation, nor is it intended to be investment advice. The funds run by Goshawk Asset Management may have positions in any of the stocks discussed, but their inclusion in this podcast should not be taken as a recommendation. Historical performance information is presented by way of example only, and this podcast may contain forward-looking information that is not purely historical in nature, with no representation made that the performance presented will be achieved and no guarantee that any forecast will come to pass. Reliance upon information in this podcast is at the sole discretion of the listener and is not intended to be relied on in making, or refraining from making, any specific investments or other decisions. Opinions expressed, whether specifically, in general, or both on the performance of individual securities and in a wider economic context represent our view at the time of preparation and are subject to change.
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  Does Warren Buffett's investment approach still work today? | Goshawk Vlog | Episode 3 (Audio-Only Version) 20.02.2026 17мин

  The audio-only recording of a vlog from Simon Edelsten of Goshawk Asset Management sharing his thoughts on Warren Buffett's investment approach.This episode was recorded on 18th February 2026.Disclaimer: The content of this podcast is provided for information purposes only and is not intended to be an offer or solicitation, nor is it intended to be investment advice. The funds run by Goshawk Asset Management may have positions in any of the stocks discussed, but their inclusion in this podcast should not be taken as a recommendation. Historical performance information is presented by way of example only, and this podcast may contain forward-looking information that is not purely historical in nature, with no representation made that the performance presented will be achieved and no guarantee that any forecast will come to pass. Reliance upon information in this podcast is at the sole discretion of the listener and is not intended to be relied on in making, or refraining from making, any specific investments or other decisions. Opinions expressed, whether specifically, in general, or both on the performance of individual securities and in a wider economic context represent our view at the time of preparation and are subject to change.
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  Does Warren Buffett's investment approach still work today? | Goshawk Vlog | Episode 3 20.02.2026 17мин

  A vlog from Simon Edelsten of Goshawk Asset Management sharing his thoughts on Warren Buffett's investment approach.This episode was recorded on 18th February 2026.Disclaimer: The content of this podcast is provided for information purposes only and is not intended to be an offer or solicitation, nor is it intended to be investment advice. The funds run by Goshawk Asset Management may have positions in any of the stocks discussed, but their inclusion in this podcast should not be taken as a recommendation. Historical performance information is presented by way of example only, and this podcast may contain forward-looking information that is not purely historical in nature, with no representation made that the performance presented will be achieved and no guarantee that any forecast will come to pass. Reliance upon information in this podcast is at the sole discretion of the listener and is not intended to be relied on in making, or refraining from making, any specific investments or other decisions. Opinions expressed, whether specifically, in general, or both on the performance of individual securities and in a wider economic context represent our view at the time of preparation and are subject to change.
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  The Year of the Robot | Goshawk Vlog | Episode 2 (Audio-Only Version) 19.01.2026 14мин

  The audio-only recording of a vlog from Simon Edelsten of Goshawk Asset Management sharing his thoughts on the coming year and the theme of robotics.This episode was recorded on 9th January 2026.Disclaimer: The content of this podcast is provided for information purposes only and is not intended to be an offer or solicitation, nor is it intended to be investment advice. The funds run by Goshawk Asset Management may have positions in any of the stocks discussed, but their inclusion in this podcast should not be taken as a recommendation. Historical performance information is presented by way of example only, and this podcast may contain forward-looking information that is not purely historical in nature, with no representation made that the performance presented will be achieved and no guarantee that any forecast will come to pass. Reliance upon information in this podcast is at the sole discretion of the listener and is not intended to be relied on in making, or refraining from making, any specific investments or other decisions. Opinions expressed, whether specifically, in general, or both on the performance of individual securities and in a wider economic context represent our view at the time of preparation and are subject to change.
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  The Year of the Robot | Goshawk Vlog | Episode 2 13.01.2026 15мин

  A vlog from Simon Edelsten of Goshawk Asset Management sharing his thoughts on the coming year and the theme of robotics.This episode was recorded on 9th January 2026.Disclaimer: The content of this podcast is provided for information purposes only and is not intended to be an offer or solicitation, nor is it intended to be investment advice. The funds run by Goshawk Asset Management may have positions in any of the stocks discussed, but their inclusion in this podcast should not be taken as a recommendation. Historical performance information is presented by way of example only, and this podcast may contain forward-looking information that is not purely historical in nature, with no representation made that the performance presented will be achieved and no guarantee that any forecast will come to pass. Reliance upon information in this podcast is at the sole discretion of the listener and is not intended to be relied on in making, or refraining from making, any specific investments or other decisions. Opinions expressed, whether specifically, in general, or both on the performance of individual securities and in a wider economic context represent our view at the time of preparation and are subject to change.
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  Reflections on the AI 'Bubble' | Goshawk Vlog | Episode 1 14.11.2025 9мин

  A vlog from Simon Edelsten of Goshawk Asset Management sharing his thoughts on the AI 'bubble'.This episode was recorded on 6th November 2025.Disclaimer: The content of this podcast is provided for information purposes only and is not intended to be an offer or solicitation, nor is it intended to be investment advice. The funds run by Goshawk Asset Management may have positions in any of the stocks discussed, but their inclusion in this podcast should not be taken as a recommendation. Historical performance information is presented by way of example only, and this podcast may contain forward-looking information that is not purely historical in nature, with no representation made that the performance presented will be achieved and no guarantee that any forecast will come to pass. Reliance upon information in this podcast is at the sole discretion of the listener and is not intended to be relied on in making, or refraining from making, any specific investments or other decisions. Opinions expressed, whether specifically, in general, or both on the performance of individual securities and in a wider economic context represent our view at the time of preparation and are subject to change.
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  Goshawk Podcast - Episode 1 27.10.2025 20мин

  A podcast from Goshawk Asset Management about the state of the market and our investment decisions.This episode was recorded on 15th October 2025.Disclaimer: The content of this podcast is provided for information purposes only and is not intended to be an offer or solicitation, nor is it intended to be investment advice. The funds run by Goshawk Asset Management may have positions in any of the stocks discussed, but their inclusion in this podcast should not be taken as a recommendation. Historical performance information is presented by way of example only, and this podcast may contain forward-looking information that is not purely historical in nature, with no representation made that the performance presented will be achieved and no guarantee that any forecast will come to pass. Reliance upon information in this podcast is at the sole discretion of the listener and is not intended to be relied on in making, or refraining from making, any specific investments or other decisions. Opinions expressed, whether specifically, in general, or both on the performance of individual securities and in a wider economic context represent our view at the time of preparation and are subject to change.