Goshawk Podcast
The Goshawk Podcast is produced by Goshawk Asset Management and focuses on financial markets and investment performance. Episodes offer the firm's perspective on market developments, portfolio positioning and the factors driving performance. It is aimed at investors and clients who want concise, informed commentary on what is moving markets. The show is delivered in English and reflects a UK-based asset manager's view of global markets.
Episodes
AI: Hope, Hype and Brutal Reality | Goshawk Vlog | Episode 7 (Audio-Only Version)
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 solicit
AI: Hope, Hype and Brutal Reality | Goshawk Vlog | Episode 7
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 t
Finding Old-Fashioned Value as Tech Bubbles Build | Goshawk Vlog | Episode 6 (Audio-Only Version)
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
Finding Old-Fashioned Value as Tech Bubbles Build | Goshawk Vlog | Episode 6
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
Market Update: Are the Record Highs Justified? | Goshawk Vlog | Episode 5 (Audio-Only Version)
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
Market Update: Are the Record Highs Justified? | Goshawk Vlog | Episode 5
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
What is our ValueModel? | Goshawk Vlog | Episode 4 (Audio-Only Version)
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
What is our ValueModel? | Goshawk Vlog | Episode 4
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,
Does Warren Buffett's investment approach still work today? | Goshawk Vlog | Episode 3 (Audio-Only Version)
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
Does Warren Buffett's investment approach still work today? | Goshawk Vlog | Episode 3
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 positio
The Year of the Robot | Goshawk Vlog | Episode 2 (Audio-Only Version)
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 As
The Year of the Robot | Goshawk Vlog | Episode 2
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 posi
Reflections on the AI 'Bubble' | Goshawk Vlog | Episode 1
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 t
Goshawk Podcast - Episode 1
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 s
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