Charlie and Doug discuss themes and trends that shaped 2024 and look ahead to 2025. They discuss: The implications of the Chinese wealth effect.  The explosive growth in AI infrastructure spend The surprising resilience of US economy and wage growth; The rapid increase in advertising expenditure on streaming platforms; The growing strength of European arms companies; The balance between inertia and incentives in the US vs. Europe. The full episode can be found at: https://sh

In this episode, Charlie and Doug knit together trends and patterns from our investee companies and broader earnings releases across the universe. We also discuss the intricacies of our investment process. The full episode can be found at 005 CHARLIE JONES CIO QUARTERLY UPDATE - Seeking Returns | Podcast on Spotify , 005 CHARLIE JONES CIO QUARTERL–Seeking Returns – Apple Podcasts  and at 005 CHARLIE JONES CIO QUARTERLY UPDATE - Seeking Returns | Acast .

In our second episode of the Seeking Returns Podcast recorded last month, Douglas Barnett and Charles Jones, Ptarmigan Capital's CIO, discuss recent earnings, highlights and lowlights and tentatively discuss the outlook for equity markets. The recording can be found at Seeking Returns: 002: CHARLIE JONES CIO OF PTARMIGAN CAPITAL on Apple Podcasts , 002: CHARLIE JONES CIO OF PTARMIGAN CAPITAL - Seeking Returns | Podcast on Spotify , and 002: CHARLIE JONES CIO OF PTARMIGAN CAPI