Seaspray Making Waves

26 Episodes

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Financial Insights : US Equity Performance in Election Years

2024-11-1401:19

Financial Insights : Opportunities in Global Equity Valuations

2024-11-1401:57

Financial Insights : Value and Investment in the AI industry

2024-11-1402:09

Financial Insights : Shift in the Global stock market landscape

2024-11-1401:55

Financial Insights : Potential Impact of Interest Rate Cuts on US Equities

2024-11-0701:17

Financial Insights : Investment in Clean Tech to support Climate Action

2024-10-0902:17

E8: Seaspray Making Waves, Q3 2024 Investment Review and Outlook

2024-09-2330:00

In our Seaspray Making Waves Podcast Episode 8- Q3 2024 Investment Review and Outlook- Danny O’Leary Head of Seaspray Private and Paul McGowan MD of Seaspray Financial review the financial market highlights from quarter 3. They revisit the still dominant theme of the 4 ‘i’s - Inflation, Interest Rates, Income/Earnings, and Investment themes. The discussion then shifts to analysis of the global economy and the performance of equity markets, followed by a domestic focus on Ireland and its current growth path. Finally, they identify key investment themes and growth opportunities that investors should consider for this year and extending into 2025.

Financial Insights : The Rise of NVIDIA

2024-08-0601:35

Financial Insights: A shift in Clean Energy Investments and the future of Solar

2024-08-0602:12

Financial Insights : Divergence in Monetary Policy

2024-08-0602:48

Financial Insights : Emerging Opportunities in 2024

2024-08-0601:28

Financial Insights : Equity Performance in Election Years

2024-07-2201:44

E7: Seaspray Making Waves, Q2 2024 Investment Review and Outlook

2024-07-0329:42

In our Seaspray Making Waves Podcast Episode 7- Q2 2024 Investment Review and Outlook- Danny O’Leary Head of Seaspray Private and Paul McGowan MD of Seaspray Financial review the financial market highlights from the second quarter. They revisit the critical topics of the 4 ‘i’s - Inflation, Interest Rates, Income/Earnings, and Investment themes. The discussion then shifts to the global economic outlook for the remainder of the year and beyond. Lastly, they identify key investment themes and opportunities for growth that investors should consider for this year and into 2025.

Financial Insights : The Growth in Renewable Energy and Clean technology

2024-05-0701:24

Financial Insights : Growth in the Technology Industry

2024-05-0701:29

Financial Insights : Risk vs Return

2024-05-0701:31

Financial Insights : Global Cybersecurity spend to increase as Cybercrime expected to skyrocket

2024-05-0701:41

Financial Insights : Central Banks monetary policies

2024-05-0702:05