Mullets & money: An Eastern European Equities Podcast

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Podcast by Mullets & Money

Mullets & Money


    • Dec 18, 2019 LATEST EPISODE
    • infrequent NEW EPISODES
    • 32m AVG DURATION
    • 33 EPISODES


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    Latest episodes from Mullets & money: An Eastern European Equities Podcast

    Episode 30, Ildar on Gazprom

    Play Episode Listen Later Dec 18, 2019 21:55


    We talk Gazprom and their big Petchem project, what it means for dividends, does it impact European Petchem companies, and will IMO finally bring its star dust to the refining sector.

    Episode 29: Airlines, with Jakub Caithaml

    Play Episode Listen Later Nov 29, 2019 33:34


    After a prolonged hiatus, we are back, with Grzegorz Skowronski, a battle hardened veteran joining Jonathan Lamb as new co host. Our guest this week is Jakub Caithaml , our research colleague who shares with us his wisdom on the airline industry, and gives us the highlights of his note.

    Mullets & Money 28: An Interview with OMV Petrom CEO, Christina Verchere

    Play Episode Listen Later May 22, 2019 23:54


    We interview OMV Petrom CEO, Christina Verchere. She shares her thoughts on what brought her to OMV Petrom, the experience she brings to the role and what she hopes to achieve. We talk Neptun, regulation, IMO and the retail business.

    Raffaella May 2019

    Play Episode Listen Later May 17, 2019 19:10


    Raffaella May 2019 by Mullets & Money

    26: Banca Transilvania CEO Omer Tetik Interview

    Play Episode Listen Later Mar 8, 2019 31:14


    On episode 26 of Mullets & Money, we are joined by special guest Omer Tetik, CEO of Romania's Banca Transilvania. Ioana, Stefan, and Jonathan share their takeaways from WOOD's Romania Conference. Jan explains how he ended up in the hospital thanks to a piece of chicken, and also ran into Gary Lineker. ****This podcast should not be copied, distributed, published or reproduced, in whole or in part. The information contained in this podcast is not financial research nor a product of WOOD & Company investment research. Neither WOOD & Company, the hosts, the guests nor any of its affiliates makes any representation or warranty, as to the accuracy or completeness of the statements or any information contained in this podcast and any liability therefore (including in respect of direct, indirect or consequential loss or damage) is expressly disclaimed. The views expressed in this podcast are not necessarily those of WOOD & Company, the hosts, and the guests, and WOOD & Company is not providing any financial, economic, legal, accounting or tax advice or recommendations in this podcast. This recording should not be relied upon to evaluate any potential transaction. In addition, the receipt of this podcast by any listener is not to be taken as constituting the giving of investment advice by WOOD & Company, the hosts or guests to that listener, nor to constitute such person a client of any WOOD & Company entity. The opinions of podcast participants should not be taken as investment or trading advice.****

    Mullets & Money 25: Polymetal CEO, Gold, Copper, and Romanian O&G

    Play Episode Listen Later Feb 21, 2019 48:47


    Jan and Jonathan's special guest this week is Polymetal CEO, Vitaly Nessis. Andy Jones joins the boys to talk copper and gold and to lead the interview with Vitaly. Jonathan drills down on Romanian O&G. ****This podcast should not be copied, distributed, published or reproduced, in whole or in part. The information contained in this podcast is not financial research nor a product of WOOD & Company investment research. Neither WOOD & Company, the hosts, the guests nor any of its affiliates makes any representation or warranty, as to the accuracy or completeness of the statements or any information contained in this podcast and any liability therefore (including in respect of direct, indirect or consequential loss or damage) is expressly disclaimed. The views expressed in this podcast are not necessarily those of WOOD & Company, the hosts, and the guests, and WOOD & Company is not providing any financial, economic, legal, accounting or tax advice or recommendations in this podcast. This recording should not be relied upon to evaluate any potential transaction. In addition, the receipt of this podcast by any listener is not to be taken as constituting the giving of investment advice by WOOD & Company, the hosts or guests to that listener, nor to constitute such person a client of any WOOD & Company entity. The opinions of podcast participants should not be taken as investment or trading advice.****

    Mullets & Money 24: Tinkoff's CEO Oliver Hughes and Russian Fintech

    Play Episode Listen Later Feb 13, 2019 41:42


    Jan Thomson and Jonathan Lamb are back with episode 24 of Mullets and Money. Our special guest is Oliver Hughes, CEO of fintech pioneer extraordinaire, Tinkoff, who shares his views on the business, his vision and doing business in Russia. We talk gaming and get updates on Romania from Stefan Lungu before bringing Can Demir in to tell us why Sberbank is better than you think. ****This podcast should not be copied, distributed, published or reproduced, in whole or in part. The information contained in this podcast is not financial research nor a product of WOOD & Company investment research. Neither WOOD & Company, the hosts, the guests nor any of its affiliates makes any representation or warranty, as to the accuracy or completeness of the statements or any information contained in this podcast and any liability therefore (including in respect of direct, indirect or consequential loss or damage) is expressly disclaimed. The views expressed in this podcast are not necessarily those of WOOD & Company, the hosts, and the guests, and WOOD & Company is not providing any financial, economic, legal, accounting or tax advice or recommendations in this podcast. This recording should not be relied upon to evaluate any potential transaction. In addition, the receipt of this podcast by any listener is not to be taken as constituting the giving of investment advice by WOOD & Company, the hosts or guests to that listener, nor to constitute such person a client of any WOOD & Company entity. The opinions of podcast participants should not be taken as investment or trading advice.****

    Mullets & Money Episode 23: Obuv Rossii CEO, Wizz Air, Romania, and Iron Ore

    Play Episode Listen Later Feb 1, 2019 41:29


    On this week’s podcast episode Jan and Jonathan are joined by special guest, CEO Anton Titov of Russian shoe retailer Obuv Rossii to talk about their origin story and why shoes are different in Russia. WOOD Analyst Jakub Caithaml comes on to discuss Wizz Air and why he didn’t copy Jaromir Jagr’s mullet. To kick things off the guys go through the week’s biggest stories like Romania’s budget with WOOD Romania Analyst Stefan Lungu and iron ore price dynamics with WOOD Metals & Mining Analyst Andy Jones. ****This podcast should not be copied, distributed, published or reproduced, in whole or in part. The information contained in this podcast is not financial research nor a product of WOOD & Company investment research. Neither WOOD & Company, the hosts, the guests nor any of its affiliates makes any representation or warranty, as to the accuracy or completeness of the statements or any information contained in this podcast and any liability therefore (including in respect of direct, indirect or consequential loss or damage) is expressly disclaimed. The views expressed in this podcast are not necessarily those of WOOD & Company, the hosts, and the guests, and WOOD & Company is not providing any financial, economic, legal, accounting or tax advice or recommendations in this podcast. This recording should not be relied upon to evaluate any potential transaction. In addition, the receipt of this podcast by any listener is not to be taken as constituting the giving of investment advice by WOOD & Company, the hosts or guests to that listener, nor to constitute such person a client of any WOOD & Company entity. The opinions of podcast participants should not be taken as investment or trading advice.****

    Mullets & Money Episode 22: Rosneft, Raffaella, and Rates

    Play Episode Listen Later Jan 25, 2019 43:10


    Our special guest this week is Raffaella Tenconi, WOOD's Senior Economist to talk about the 2019 global macro outlook. We also talk about Rosneft and their Venezuelan exposure with WOOD's Russian Oil & Gas Analyst, Ildar Davletshin. For good measure we also talk about the latest chapter of Poland's FX mortgage saga and Romgaz's SOCAR interest. ****This podcast should not be copied, distributed, published or reproduced, in whole or in part. The information contained in this podcast is not financial research nor a product of WOOD & Company investment research. Neither WOOD & Company, the hosts, the guests nor any of its affiliates makes any representation or warranty, as to the accuracy or completeness of the statements or any information contained in this podcast and any liability therefore (including in respect of direct, indirect or consequential loss or damage) is expressly disclaimed. The views expressed in this podcast are not necessarily those of WOOD & Company, the hosts, and the guests, and WOOD & Company is not providing any financial, economic, legal, accounting or tax advice or recommendations in this podcast. This recording should not be relied upon to evaluate any potential transaction. In addition, the receipt of this podcast by any listener is not to be taken as constituting the giving of investment advice by WOOD & Company, the hosts or guests to that listener, nor to constitute such person a client of any WOOD & Company entity. The opinions of podcast participants should not be taken as investment or trading advice.****

    Mullets & Money Episode 21: Romania's Adventure & 2019 Strategy

    Play Episode Listen Later Jan 17, 2019 36:06


    Our first episode of 2019 features Jan and Jonathan joined by Ioana Pop and Stefan Lungu from WOOD to talk the Romanian political situation and bank tax. At 18:38 They're joined by Pawel Wieprzowski to talk 2019 equity strategy and Jakub Mician joins them to talk Anadolu Efes and Ford Otosan at 25:31. ****This podcast should not be copied, distributed, published or reproduced, in whole or in part. The information contained in this podcast is not financial research nor a product of WOOD & Company investment research. Neither WOOD & Company, the hosts, the guests nor any of its affiliates makes any representation or warranty, as to the accuracy or completeness of the statements or any information contained in this podcast and any liability therefore (including in respect of direct, indirect or consequential loss or damage) is expressly disclaimed. The views expressed in this podcast are not necessarily those of WOOD & Company, the hosts, and the guests, and WOOD & Company is not providing any financial, economic, legal, accounting or tax advice or recommendations in this podcast. This recording should not be relied upon to evaluate any potential transaction. In addition, the receipt of this podcast by any listener is not to be taken as constituting the giving of investment advice by WOOD & Company, the hosts or guests to that listener, nor to constitute such person a client of any WOOD & Company entity. The opinions of podcast participants should not be taken as investment or trading advice.****

    Mullets & Money Holiday Special: Lenta, M.Video Interviews & Post-Conference Takeaways

    Play Episode Listen Later Dec 14, 2018 61:00


    Our Holiday special mega episode featuring interviews with Albert Avetikov from Russian food retailer Lenta and Natasha Belyavskaya from Russian consumer electronics company M.Video. Jonathan and I also go over our takeaways from the conference and Jonathan goes into his view on Polish refiners. ****This podcast should not be copied, distributed, published or reproduced, in whole or in part. The information contained in this podcast is not financial research nor a product of WOOD & Company investment research. Neither WOOD & Company, the hosts, the guests nor any of its affiliates makes any representation or warranty, as to the accuracy or completeness of the statements or any information contained in this podcast and any liability therefore (including in respect of direct, indirect or consequential loss or damage) is expressly disclaimed. The views expressed in this podcast are not necessarily those of WOOD & Company, the hosts, and the guests, and WOOD & Company is not providing any financial, economic, legal, accounting or tax advice or recommendations in this podcast. This recording should not be relied upon to evaluate any potential transaction. In addition, the receipt of this podcast by any listener is not to be taken as constituting the giving of investment advice by WOOD & Company, the hosts or guests to that listener, nor to constitute such person a client of any WOOD & Company entity. The opinions of podcast participants should not be taken as investment or trading advice.****

    Mullets & Money Consumer Conference Special: Anadolu Efes Interview + Jakub Mician

    Play Episode Listen Later Dec 13, 2018 28:15


    In our latest special we interview Asli Kilic Demirel from Anadolu Efes, WOOD consumer analyst Jakub Mician also joins us to talk about which consumer names stood out at the Prague conference. ****This podcast should not be copied, distributed, published or reproduced, in whole or in part. The information contained in this podcast is not financial research nor a product of WOOD & Company investment research. Neither WOOD & Company, the hosts, the guests nor any of its affiliates makes any representation or warranty, as to the accuracy or completeness of the statements or any information contained in this podcast and any liability therefore (including in respect of direct, indirect or consequential loss or damage) is expressly disclaimed. The views expressed in this podcast are not necessarily those of WOOD & Company, the hosts, and the guests, and WOOD & Company is not providing any financial, economic, legal, accounting or tax advice or recommendations in this podcast. This recording should not be relied upon to evaluate any potential transaction. In addition, the receipt of this podcast by any listener is not to be taken as constituting the giving of investment advice by WOOD & Company, the hosts or guests to that listener, nor to constitute such person a client of any WOOD & Company entity. The opinions of podcast participants should not be taken as investment or trading advice.****

    Mullets & Money Prague Conference 2018 Episode 1 - DP Eurasia Interview & Highlights from Day 1

    Play Episode Listen Later Dec 4, 2018 36:54


    It's Day 1 of WOOD's Winter in Prague, their annual Emerging Europe equities conference and we have a recap of the days events plus an interview with Selim Kender, Chief Strategy Officer from DP Eurasia. If you like Pizza and hearing Andy, Jonathan, and Jan talk Emerging European companies it's worth a listen. ****This podcast should not be copied, distributed, published or reproduced, in whole or in part. The information contained in this podcast is not financial research nor a product of WOOD & Company investment research. Neither WOOD & Company, the hosts, the guests nor any of its affiliates makes any representation or warranty, as to the accuracy or completeness of the statements or any information contained in this podcast and any liability therefore (including in respect of direct, indirect or consequential loss or damage) is expressly disclaimed. The views expressed in this podcast are not necessarily those of WOOD & Company, the hosts, and the guests, and WOOD & Company is not providing any financial, economic, legal, accounting or tax advice or recommendations in this podcast. This recording should not be relied upon to evaluate any potential transaction. In addition, the receipt of this podcast by any listener is not to be taken as constituting the giving of investment advice by WOOD & Company, the hosts or guests to that listener, nor to constitute such person a client of any WOOD & Company entity. The opinions of podcast participants should not be taken as investment or trading advice.****

    Mullets & Money Episode 20: Globaltrans Interview & Austria in Da Haus

    Play Episode Listen Later Nov 28, 2018 33:43


    In this episode we interview Mikhail Perestyuk from Globaltrans (at 16:40) and are joined by Markus Ulreich, WOOD's Austrian salesperson par excellence. ****This podcast should not be copied, distributed, published or reproduced, in whole or in part. The information contained in this podcast is not financial research nor a product of WOOD & Company investment research. Neither WOOD & Company, the hosts, the guests nor any of its affiliates makes any representation or warranty, as to the accuracy or completeness of the statements or any information contained in this podcast and any liability therefore (including in respect of direct, indirect or consequential loss or damage) is expressly disclaimed. The views expressed in this podcast are not necessarily those of WOOD & Company, the hosts, and the guests, and WOOD & Company is not providing any financial, economic, legal, accounting or tax advice or recommendations in this podcast. This recording should not be relied upon to evaluate any potential transaction. In addition, the receipt of this podcast by any listener is not to be taken as constituting the giving of investment advice by WOOD & Company, the hosts or guests to that listener, nor to constitute such person a client of any WOOD & Company entity. The opinions of podcast participants should not be taken as investment or trading advice.****

    Mullets & Money Episode 19: Poland Edition

    Play Episode Listen Later Nov 22, 2018 24:28


    Polish Spec Sales Greg Skowronski joins us at the right time to talk about Poland showing its colours as a real emerging market despite the FTSE upgrade. We talk the Polish banking sector and all recent events. ****This podcast should not be copied, distributed, published or reproduced, in whole or in part. The information contained in this podcast is not financial research nor a product of WOOD & Company investment research. Neither WOOD & Company, the hosts, the guests nor any of its affiliates makes any representation or warranty, as to the accuracy or completeness of the statements or any information contained in this podcast and any liability therefore (including in respect of direct, indirect or consequential loss or damage) is expressly disclaimed. The views expressed in this podcast are not necessarily those of WOOD & Company, the hosts, and the guests, and WOOD & Company is not providing any financial, economic, legal, accounting or tax advice or recommendations in this podcast. This recording should not be relied upon to evaluate any potential transaction. In addition, the receipt of this podcast by any listener is not to be taken as constituting the giving of investment advice by WOOD & Company, the hosts or guests to that listener, nor to constitute such person a client of any WOOD & Company entity. The opinions of podcast participants should not be taken as investment or trading advice.****

    Mullets & Money Episode 18: Severstal's Head of Strategy Interview/Oil Talk

    Play Episode Listen Later Nov 14, 2018 38:37


    Andy interviews Severstal's Head of Corporate Strategy, Maxim Semenovykh (second half) and Jonathan drills oils while Andy mines but doesn't whine, Jan tells us how he got beat up and his hair froze in Bismarck, North Dakota. ****This podcast should not be copied, distributed, published or reproduced, in whole or in part. The information contained in this podcast is not financial research nor a product of WOOD & Company investment research. Neither WOOD & Company, the hosts, the guests nor any of its affiliates makes any representation or warranty, as to the accuracy or completeness of the statements or any information contained in this podcast and any liability therefore (including in respect of direct, indirect or consequential loss or damage) is expressly disclaimed. The views expressed in this podcast are not necessarily those of WOOD & Company, the hosts, and the guests, and WOOD & Company is not providing any financial, economic, legal, accounting or tax advice or recommendations in this podcast. This recording should not be relied upon to evaluate any potential transaction. In addition, the receipt of this podcast by any listener is not to be taken as constituting the giving of investment advice by WOOD & Company, the hosts or guests to that listener, nor to constitute such person a client of any WOOD & Company entity. The opinions of podcast participants should not be taken as investment or trading advice.****

    Mullets & Money Episode 17: A Vicious (business) Cycle

    Play Episode Listen Later Nov 2, 2018 30:06


    Jonathan is out marketing, so I’m joined by Raffaella Tenconi our Senior Economist who talks to us about our quick descent to the end of the business cycle in Europe, scope of potential sanctions, and our favourite topic, what to do with Turkey.

    Mullets & Money Episode 16: Corinthian Columns & Ores Aplenty

    Play Episode Listen Later Oct 24, 2018 25:52


    Motor Oil Hellas' CFO Petros Tzannetakis explains how they're cleaning up with the dirtiest of products (bitumen) and why index inclusion is a game changer. Andy Jones explains why bringing a pellet gun to a steel industry fight may be a winner and re-iterates his view that KAZ got beaten up more than it deserved.

    Mullets & Money Episode 15: Heavy Metal(s) & Greece

    Play Episode Listen Later Oct 12, 2018 40:30


    Jan and I set sail across the Aegean this week for a discussion of Greece with Alex, the Grand Oracle himself, who shares his visions on which stocks will bring victory and which shame and dishonour. We also welcome our M&M specialist, (that’s metals and mining not sweets), Andy who recently attended LME week, and was surprised to see that everyone has finally caught up with his views on Nickel, Cobalt and Lithium......oh and we talk about Pastor Brunson's release of course...... ****This podcast should not be copied, distributed, published or reproduced, in whole or in part. The information contained in this podcast is not financial research nor a product of WOOD & Company investment research. Neither WOOD & Company, the hosts, the guests nor any of its affiliates makes any representation or warranty, as to the accuracy or completeness of the statements or any information contained in this podcast and any liability therefore (including in respect of direct, indirect or consequential loss or damage) is expressly disclaimed. The views expressed in this podcast are not necessarily those of WOOD & Company, the hosts, and the guests, and WOOD & Company is not providing any financial, economic, legal, accounting or tax advice or recommendations in this podcast. This recording should not be relied upon to evaluate any potential transaction. In addition, the receipt of this podcast by any listener is not to be taken as constituting the giving of investment advice by WOOD & Company, the hosts or guests to that listener, nor to constitute such person a client of any WOOD & Company entity. The opinions of podcast participants should not be taken as investment or trading advice.****

    Mullets & Money Episode 14: Turkey and Russia Walked into a Bar

    Play Episode Listen Later Oct 3, 2018 31:09


    24 reasons why Turkey is in the news again, Alessio talks Turkish inflation. Despite this, Akbank proves that the money markets are not closed, Can gives his views on what this means and whether we are headed for a Pastor disaster. Ildar is too polite to mention it, so Jan does it for him, his call on Russia has proved to be right, and investors who listened are now sitting on a pile of cash as tall as the Spire of Salisbury Cathedral. ****This podcast should not be copied, distributed, published or reproduced, in whole or in part. The information contained in this podcast is not financial research nor a product of WOOD & Company investment research. Neither WOOD & Company, the hosts, the guests nor any of its affiliates makes any representation or warranty, as to the accuracy or completeness of the statements or any information contained in this podcast and any liability therefore (including in respect of direct, indirect or consequential loss or damage) is expressly disclaimed. The views expressed in this podcast are not necessarily those of WOOD & Company, the hosts, and the guests, and WOOD & Company is not providing any financial, economic, legal, accounting or tax advice or recommendations in this podcast. This recording should not be relied upon to evaluate any potential transaction. In addition, the receipt of this podcast by any listener is not to be taken as constituting the giving of investment advice by WOOD & Company, the hosts or guests to that listener, nor to constitute such person a client of any WOOD & Company entity. The opinions of podcast participants should not be taken as investment or trading advice.****

    Mullets & Money Episode 13: Turkish MTP, MED Refining, and Purcari Wineries Chairman

    Play Episode Listen Later Sep 21, 2018 37:43


    Jonathan is his own guest today as he talks Mediterranean refining after we vamp about Turkey's MTP. We also have Vasile Tofan, Chairman of Purcari Wineries on to tell us about how Romanian and Moldovan wine are taking CEE by storm. ****This podcast should not be copied, distributed, published or reproduced, in whole or in part. The information contained in this podcast is not financial research nor a product of WOOD & Company investment research. Neither WOOD & Company, the hosts, the guests nor any of its affiliates makes any representation or warranty, as to the accuracy or completeness of the statements or any information contained in this podcast and any liability therefore (including in respect of direct, indirect or consequential loss or damage) is expressly disclaimed. The views expressed in this podcast are not necessarily those of WOOD & Company, the hosts, and the guests, and WOOD & Company is not providing any financial, economic, legal, accounting or tax advice or recommendations in this podcast. This recording should not be relied upon to evaluate any potential transaction. In addition, the receipt of this podcast by any listener is not to be taken as constituting the giving of investment advice by WOOD & Company, the hosts or guests to that listener, nor to constitute such person a client of any WOOD & Company entity. The opinions of podcast participants should not be taken as investment or trading advice.****

    Mullets & Money Episode 12: Turkey Trip & Sphera Interview

    Play Episode Listen Later Sep 14, 2018 32:46


    On this episode we feature an episode with Daniel Palita from Sphera, the Romanian restaurant group. On the first segment, Jonathan and Jan are joined by Jarek Maria Tomczynski from WOOD who just arrived after a week in Turkey where he met several companies and discusses his takeaways. Timely. ****This podcast should not be copied, distributed, published or reproduced, in whole or in part. The information contained in this podcast is not financial research nor a product of WOOD & Company investment research. Neither WOOD & Company, the hosts, the guests nor any of its affiliates makes any representation or warranty, as to the accuracy or completeness of the statements or any information contained in this podcast and any liability therefore (including in respect of direct, indirect or consequential loss or damage) is expressly disclaimed. The views expressed in this podcast are not necessarily those of WOOD & Company, the hosts, and the guests, and WOOD & Company is not providing any financial, economic, legal, accounting or tax advice or recommendations in this podcast. This recording should not be relied upon to evaluate any potential transaction. In addition, the receipt of this podcast by any listener is not to be taken as constituting the giving of investment advice by WOOD & Company, the hosts or guests to that listener, nor to constitute such person a client of any WOOD & Company entity. The opinions of podcast participants should not be taken as investment or trading advice.****

    Mullets & Money Episode 11: Fondul Interview & the Frontier Conference

    Play Episode Listen Later Sep 11, 2018 26:55


    t's all about Frontier markets on this episode. We're joined by Marius Dan from Franklin Templeton & Fondul Proprietatea for a chat on the fund as well as Romanian Tennis and the Mountain West Conference. We also have Ioana and Stefan Lungu on to talk takeaways from our frontier conference. ****This podcast should not be copied, distributed, published or reproduced, in whole or in part. The information contained in this podcast is not financial research nor a product of WOOD & Company investment research. Neither WOOD & Company, the hosts, the guests nor any of its affiliates makes any representation or warranty, as to the accuracy or completeness of the statements or any information contained in this podcast and any liability therefore (including in respect of direct, indirect or consequential loss or damage) is expressly disclaimed. The views expressed in this podcast are not necessarily those of WOOD & Company, the hosts, and the guests, and WOOD & Company is not providing any financial, economic, legal, accounting or tax advice or recommendations in this podcast. This recording should not be relied upon to evaluate any potential transaction. In addition, the receipt of this podcast by any listener is not to be taken as constituting the giving of investment advice by WOOD & Company, the hosts or guests to that listener, nor to constitute such person a client of any WOOD & Company entity. The opinions of podcast participants should not be taken as investment or trading advice.****

    Mullets & Money Episode 10: Ro-MANIA!

    Play Episode Listen Later Sep 7, 2018 22:12


    It's all about Romania on this podcast. We're joined by Ioana Pop, WOOD's Head of Frontier Markets and then Jan goes to Bucharest where he speaks to Lucian Albulescu WOOD's Mr. Romania. We also talk about how a Bucharest mayor won an election by promise to get rid of the stray dogs....... ****This podcast should not be copied, distributed, published or reproduced, in whole or in part. The information contained in this podcast is not financial research nor a product of WOOD & Company investment research. Neither WOOD & Company, the hosts, the guests nor any of its affiliates makes any representation or warranty, as to the accuracy or completeness of the statements or any information contained in this podcast and any liability therefore (including in respect of direct, indirect or consequential loss or damage) is expressly disclaimed. The views expressed in this podcast are not necessarily those of WOOD & Company, the hosts, and the guests, and WOOD & Company is not providing any financial, economic, legal, accounting or tax advice or recommendations in this podcast. This recording should not be relied upon to evaluate any potential transaction. In addition, the receipt of this podcast by any listener is not to be taken as constituting the giving of investment advice by WOOD & Company, the hosts or guests to that listener, nor to constitute such person a client of any WOOD & Company entity. The opinions of podcast participants should not be taken as investment or trading advice.****

    Mullets & Money Episode 9: Flying the not so friendly skies......

    Play Episode Listen Later Aug 30, 2018 25:59


    This week Jonathan and I are joined by Maciej Wardejn WOOD's airlines analyst. In addition to regional airlines we talk Venezuela, Russian O&G and why a premium pretzel roll sandwich on a Wizz Air flight isn't really a premium pretzel roll sandwich. ****This podcast should not be copied, distributed, published or reproduced, in whole or in part. The information contained in this podcast is not financial research nor a product of WOOD & Company investment research. Neither WOOD & Company, the hosts, the guests nor any of its affiliates makes any representation or warranty, as to the accuracy or completeness of the statements or any information contained in this podcast and any liability therefore (including in respect of direct, indirect or consequential loss or damage) is expressly disclaimed. The views expressed in this podcast are not necessarily those of WOOD & Company, the hosts, and the guests, and WOOD & Company is not providing any financial, economic, legal, accounting or tax advice or recommendations in this podcast. This recording should not be relied upon to evaluate any potential transaction. In addition, the receipt of this podcast by any listener is not to be taken as constituting the giving of investment advice by WOOD & Company, the hosts or guests to that listener, nor to constitute such person a client of any WOOD & Company entity. The opinions of podcast participants should not be taken as investment or trading advice.****

    Mullets & Money Episode 8: Jive Turkey II + Tattoos of Maradona

    Play Episode Listen Later Aug 21, 2018 39:36


    On this episode we're joined by WOOD banks analyst Can Demir & economist Alessio Chiesa. We talk about what is happening in Turkey and le persone trash in Italy. ****This podcast should not be copied, distributed, published or reproduced, in whole or in part. The information contained in this podcast is not financial research nor a product of WOOD & Company investment research. Neither WOOD & Company, the hosts, the guests nor any of its affiliates makes any representation or warranty, as to the accuracy or completeness of the statements or any information contained in this podcast and any liability therefore (including in respect of direct, indirect or consequential loss or damage) is expressly disclaimed. The views expressed in this podcast are not necessarily those of WOOD & Company, the hosts, and the guests, and WOOD & Company is not providing any financial, economic, legal, accounting or tax advice or recommendations in this podcast. This recording should not be relied upon to evaluate any potential transaction. In addition, the receipt of this podcast by any listener is not to be taken as constituting the giving of investment advice by WOOD & Company, the hosts or guests to that listener, nor to constitute such person a client of any WOOD & Company entity. The opinions of podcast participants should not be taken as investment or trading advice.****

    Mullets & Money Episode 7: the best starting 5 on the Street

    Play Episode Listen Later Aug 7, 2018 25:09


    Jakub Mician joins us to tell us which Turkish companies aren't really Turkish companies and challenges the rest of the Street to a basketball game........ ****This podcast should not be copied, distributed, published or reproduced, in whole or in part. The information contained in this podcast is not financial research nor a product of WOOD & Company investment research. Neither WOOD & Company nor any of its affiliates makes any representation or warranty, as to the accuracy or completeness of the statements or any information contained in this podcast and any liability therefore (including in respect of direct, indirect or consequential loss or damage) is expressly disclaimed. The views expressed in this podcast are not necessarily those of WOOD & Company, and WOOD & Company is not providing any financial, economic, legal, accounting or tax advice or recommendations in this podcast. This recording should not be relied upon to evaluate any potential transaction. In addition, the receipt of this podcast by any listener is not to be taken as constituting the giving of investment advice by WOOD & Company to that listener, nor to constitute such person a client of any WOOD & Company entity. The opinions of podcast participants should not be taken as investment or trading advice.****

    Mullets & Money: Episode 6 - Save the Drama fo' yo' Momma

    Play Episode Listen Later Aug 3, 2018 30:07


    On this week's episode we're joined by WOOD's Greek Spec Sales Kostas Tsigkourakos who tells us why Greece is now a safe haven, why he's the Dennis Rodman of Greek 4th division basketball and how he got sponsored by Saudi Aramco and Franco's...... ****This podcast should not be copied, distributed, published or reproduced, in whole or in part. The information contained in this podcast is not financial research nor a product of WOOD & Company investment research. Neither WOOD & Company nor any of its affiliates makes any representation or warranty, as to the accuracy or completeness of the statements or any information contained in this podcast and any liability therefore (including in respect of direct, indirect or consequential loss or damage) is expressly disclaimed. The views expressed in this podcast are not necessarily those of WOOD & Company, and WOOD & Company is not providing any financial, economic, legal, accounting or tax advice or recommendations in this podcast. This recording should not be relied upon to evaluate any potential transaction. In addition, the receipt of this podcast by any listener is not to be taken as constituting the giving of investment advice by WOOD & Company to that listener, nor to constitute such person a client of any WOOD & Company entity. The opinions of podcast participants should not be taken as investment or trading advice.****

    Mullets & Money Episode 5: Everybody's Russian for the Weekend

    Play Episode Listen Later Jul 27, 2018 37:16


    Trader Duncan Harper joins us to talk zorbing, quantitative tightening's effect on EM, and trading Russia in the 90s.....Ildar Davletshin joins us towards the end to talk our Russia strategy and recaps our conference call with ex-Russian Colonel & Carnegie Center Director Dmitri Trenin. ****This podcast should not be copied, distributed, published or reproduced, in whole or in part. The information contained in this podcast is not financial research nor a product of WOOD & Company investment research. Neither WOOD & Company nor any of its affiliates makes any representation or warranty, as to the accuracy or completeness of the statements or any information contained in this podcast and any liability therefore (including in respect of direct, indirect or consequential loss or damage) is expressly disclaimed. The views expressed in this podcast are not necessarily those of WOOD & Company, and WOOD & Company is not providing any financial, economic, legal, accounting or tax advice or recommendations in this podcast. This recording should not be relied upon to evaluate any potential transaction. In addition, the receipt of this podcast by any listener is not to be taken as constituting the giving of investment advice by WOOD & Company to that listener, nor to constitute such person a client of any WOOD & Company entity. The opinions of podcast participants should not be taken as investment or trading advice.****

    Mullets & Money # 4: Raffaella-ella-ella

    Play Episode Listen Later Jul 19, 2018 29:29


    On this week's episode we are joined by Raffaella Tenconi, our Senior Economist. We talk trade wars, Russian, Turkish, CEE macro and whether she likes Friends or Seinfeld. Enjoy. ****This podcast should not be copied, distributed, published or reproduced, in whole or in part. The information contained in this podcast is not financial research nor a product of WOOD & Company investment research. Neither WOOD & Company nor any of its affiliates makes any representation or warranty, as to the accuracy or completeness of the statements or any information contained in this podcast and any liability therefore (including in respect of direct, indirect or consequential loss or damage) is expressly disclaimed. The views expressed in this podcast are not necessarily those of WOOD & Company, and WOOD & Company is not providing any financial, economic, legal, accounting or tax advice or recommendations in this podcast. This recording should not be relied upon to evaluate any potential transaction. In addition, the receipt of this podcast by any listener is not to be taken as constituting the giving of investment advice by WOOD & Company to that listener, nor to constitute such person a client of any WOOD & Company entity. The opinions of podcast participants should not be taken as investment or trading advice.****

    Mullets & Money Episode 3: Insane in the Methane

    Play Episode Listen Later Jul 10, 2018 24:38


    Jonathan and Jan are back to talk the European gas market, the new Turkish cabinet, and whether it's coming home or not...... ****This podcast should not be copied, distributed, published or reproduced, in whole or in part. The information contained in this podcast is not financial research nor a product of WOOD & Company investment research. Neither WOOD & Company nor any of its affiliates makes any representation or warranty, as to the accuracy or completeness of the statements or any information contained in this podcast and any liability therefore (including in respect of direct, indirect or consequential loss or damage) is expressly disclaimed. The views expressed in this podcast are not necessarily those of WOOD & Company, and WOOD & Company is not providing any financial, economic, legal, accounting or tax advice or recommendations in this podcast. This recording should not be relied upon to evaluate any potential transaction. In addition, the receipt of this podcast by any listener is not to be taken as constituting the giving of investment advice by WOOD & Company to that listener, nor to constitute such person a client of any WOOD & Company entity. The opinions of podcast participants should not be taken as investment or trading advice.****

    Mullets&Money: Episode 2, Russian, not taking our time - June 29

    Play Episode Listen Later Jun 29, 2018 29:32


    Jonathan and I brought on Ildar Davletshin, our Russian O&G analyst ahead of his trip today to Russia to talk about his latest note, Russia’s chances at the World Cup, Jonathan’s challenges with Serbian translators and the lack of beer in Moscow. ****This podcast should not be copied, distributed, published or reproduced, in whole or in part. The information contained in this podcast is not financial research nor a product of WOOD & Company investment research. Neither WOOD & Company nor any of its affiliates makes any representation or warranty, as to the accuracy or completeness of the statements or any information contained in this podcast and any liability therefore (including in respect of direct, indirect or consequential loss or damage) is expressly disclaimed. The views expressed in this podcast are not necessarily those of WOOD & Company, and WOOD & Company is not providing any financial, economic, legal, accounting or tax advice or recommendations in this podcast. This recording should not be relied upon to evaluate any potential transaction. In addition, the receipt of this podcast by any listener is not to be taken as constituting the giving of investment advice by WOOD & Company to that listener, nor to constitute such person a client of any WOOD & Company entity. The opinions of podcast participants should not be taken as investment or trading advice.****

    Mullets and Money June 19, 2018 - Jive Turkey

    Play Episode Listen Later Jun 18, 2018 18:06


    Today, we're talking Turkey. No it's not Thanksgiving or Christmas. We find our way around the current political situation to answer the questions, "is it time to close your eyes and buy Turkish equities?" Hosts Jonathan Lamb and Jan Thomson are joined by Turkish banks analyst Can Demir and economist Alessio Chiesa. ****This podcast should not be copied, distributed, published or reproduced, in whole or in part. The information contained in this podcast is not financial research nor a product of WOOD & Company investment research. Neither WOOD & Company nor any of its affiliates makes any representation or warranty, as to the accuracy or completeness of the statements or any information contained in this podcast and any liability therefore (including in respect of direct, indirect or consequential loss or damage) is expressly disclaimed. The views expressed in this podcast are not necessarily those of WOOD & Company, and WOOD & Company is not providing any financial, economic, legal, accounting or tax advice or recommendations in this podcast. This recording should not be relied upon to evaluate any potential transaction. In addition, the receipt of this podcast by any listener is not to be taken as constituting the giving of investment advice by WOOD & Company to that listener, nor to constitute such person a client of any WOOD & Company entity. The opinions of podcast participants should not be taken as investment or trading advice.****

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