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Latest episodes from Seaspray Making Waves

Financial Insights : Enhancing Portfolio Returns with Seaspray Private's Structured Product

Play Episode Listen Later May 2, 2025 2:14


Seaspray Making Waves : EP 10 - Q1 2025 Investment Review and Outlook

Play Episode Listen Later Apr 7, 2025 27:42


In our Seaspray Making Waves Podcast Episode 10 – Q1 2025 Investment Review and Outlook, Danny O'Leary and Paul McGowan take a brief look back at the financial market highlights from the first quarter, discussing:Website link : https://seasprayprivate.ie/ The 3 ‘T's: Trump, Tariffs, and Trade.The focus then shifts to the anticipated performance of the domestic and global economy heading into the second quarter and the remainder of the year.Finally, we touch on key growth investment themes and opportunities for investors through 2025 and into the longer term. 

Financial Insights : Continued Growth and Opportunities in AI

Play Episode Listen Later Feb 6, 2025 1:57


Financial Insights : The Case for Diversification

Play Episode Listen Later Feb 6, 2025 2:14


Financial Insights : The Shift in the Global Economy 2000- 2029

Play Episode Listen Later Feb 6, 2025 2:01


Financial Insights : Show me the money!

Play Episode Listen Later Feb 6, 2025 2:01


Financial Insights : Subtle Success of Water Funds

Play Episode Listen Later Feb 5, 2025 2:05


Making Waves: Episode 9 - 2025 Investment outlook

Play Episode Listen Later Jan 22, 2025 27:53


This episode focuses on our 2025 Annual Outlook, featuring Danny O'Leary, CEO of Seaspray Private, and Paul McGowan, MD of Seaspray Financial. They analyse investment opportunities and key market data for the upcoming year. Revisiting the prevailing themes of the four 'i's – Inflation, Interest Rates, Income/Earnings, and Investment – exploring the key challenges facing the global economy, including those in Ireland, as well as the performance of major equity markets. The podcast concludes with a summary of the investment themes that are expected to be central to Seaspray's structured solutions in 2025.

Financial Insights : US Equity Performance in Election Years

Play Episode Listen Later Nov 14, 2024 1:19


Financial Insights : Opportunities in Global Equity Valuations

Play Episode Listen Later Nov 14, 2024 1:57


Financial Insights : Value and Investment in the AI industry

Play Episode Listen Later Nov 14, 2024 2:09


Financial Insights : Shift in the Global stock market landscape

Play Episode Listen Later Nov 14, 2024 1:55


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

Play Episode Listen Later Nov 7, 2024 1:17


Financial Insights : Investment in Clean Tech to support Climate Action

Play Episode Listen Later Oct 9, 2024 2:17


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

Play Episode Listen Later Sep 23, 2024 30:00


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

Play Episode Listen Later Aug 6, 2024 1:35


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

Play Episode Listen Later Aug 6, 2024 2:12


Financial Insights : Divergence in Monetary Policy

Play Episode Listen Later Aug 6, 2024 2:48


Financial Insights : Emerging Opportunities in 2024

Play Episode Listen Later Aug 6, 2024 1:28


Financial Insights : Equity Performance in Election Years

Play Episode Listen Later Jul 22, 2024 1:44


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

Play Episode Listen Later Jul 3, 2024 29:42


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

Play Episode Listen Later May 7, 2024 1:24


Financial Insights : Growth in the Technology Industry

Play Episode Listen Later May 7, 2024 1:29


Financial Insights : Risk vs Return

Play Episode Listen Later May 7, 2024 1:31


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

Play Episode Listen Later May 7, 2024 1:41


Financial Insights : Central Banks monetary policies

Play Episode Listen Later May 7, 2024 2:05


Financial Insights : Creating Investment Portfolio Solutions-Structured Products

Play Episode Listen Later May 1, 2024 1:56


Financial Insights : Global Semiconductor Industry

Play Episode Listen Later May 1, 2024 1:03


Financial Insights : Growth in the transition to Clean technology sector

Play Episode Listen Later May 1, 2024 1:26


Financial Insights : The Continued Rise of Generative AI

Play Episode Listen Later May 1, 2024 1:44


Financial Insights : Consumer confidence and the stock market

Play Episode Listen Later May 1, 2024 1:12


Financial Insights : Time in the Market versus Timing the Market

Play Episode Listen Later May 1, 2024 1:30


E6:Seaspray Making Waves Q1 2024 Investment Review & Outlook

Play Episode Listen Later Apr 17, 2024 29:26


In our Seaspray Making Waves Podcast Episode 6- Q1 2024 Investment Review and Outlook- Danny O'Leary and Paul McGowan take a brief look back at the financial market highlights from the first quarter discussing The 4 ‘i's- Inflation, Interest Rates, Income/Earnings, and Investment themes. The focus then switches to the anticipated performance of the domestic and global economy into the second quarter and beyond. Finally, we touch on what will be the likely headwinds as well as identifying where we see the key growth investment themes and opportunities for investors through 2024 and into the future.

E5: Seaspray Making Waves, Reviewing 2023 and looking ahead to 2024 and its investment opportunities

Play Episode Listen Later Jan 16, 2024 42:23


In our Making Waves podcast Episode 5, Danny O'Leary and Paul McGowan take brief look back at financial market highlights from last year, before exploring what's ahead in 2024 both domestically and internationally, discussing key geo-political developments and the emergence of AI technologies, as well as outlining where they see value and growth for investors.

E4: Seaspray Making Waves, Looking back on Q3, The 2024 Irish Budget & Future opportunities

Play Episode Listen Later Oct 17, 2023 38:16


Episode 4 of our Making Waves podcast series reviews what happened in the market during Quarter 3 of this year. There were plenty of talking points which Danny O'Leary and Paul McGowan touched on including highlights from the recent Irish Budget 2024 , a focus on some of the key macro-economic and market-related calls from earlier in the year as well as outlining where the opportunities and value may lie for investors to the end of 2023 and beyond

E3: Seaspray Making Waves, Looking back on the first half of 2023.

Play Episode Listen Later Jul 17, 2023 38:01


In Making Waves Episode 3, we look back on the first half of 2023. There are plenty of talking points which Danny O'Leary and Paul McGowan touch on- global equity performance year to date, impact AI has had on the technology sectors growth, our domestic economy, inflation, monetary policies and a look at the macro-economic outlook for the rest of the year ahead. We hope you enjoy the discussion.

E2 : Seaspray Making Waves, Looking at Q1 2023 and current investment opportunities.

Play Episode Listen Later Apr 13, 2023 35:03


Episode 2 of the  Seaspray Making Waves podcast series, sees Marty Magennis sit down with Paul McGowan, Managing director of Seaspray Financial and Danny O'Leary, CEO of Seaspray Private to discuss the first quarter of 2023 and current investment opportunities. They explore the impact of recent events in financial markets, specifically  the banking sector, the reaction of policy makers, key investment themes for consideration and the resilient performance of the Irish economy throughout.

Seaspray Making Waves - Ep 1 Our 2023 investment Outlook

Play Episode Listen Later Jan 18, 2023 38:11


On this first episode of the Seaspray Making Waves podcast, Marty Magennis sits down with Paul McGowan, Managing director of Seaspray Financial and Danny O'leary, CEO of Seaspray Private to discuss their 2023 investment outlook, they discuss how turbulent 2022 was for the markets, where they see the markets going this year, inflation and areas of opportunity. We hope you enjoy.

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