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3: Monday Upbeat Markets(MUMs) with Richard Penny on UK Small Caps, Cycles & Undervalued Gems
In Episode 3 of Monday Upbeat Markets, Graeme Dickson and Kevin Hornsby are joined by fund manager Richard Penny of Oberon Investments. With over 600% fund returns since 2000, Richard shares deep insights into UK small-cap investing, market cycles, value traps, and why he believes we’re at the start of a multi-year bull run. The episode also covers political shifts, crypto sentiment, AI energy needs, and stocks to watch in lithium, gold, and copper.
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