
#60 - The Plumber Returns - James Aitken on Japan, Kevin Warsh, gold, AI and inflation.
Jun 18, 2026 - 01:35:58
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Gary Channon is one of the UK’s better known valueinvestors. He runs a value fund, a closed-end fund and a private equity vehicle. He runs a highly concentrated portfolio. The top 5 positions are over 50%, and he holds n...
#47 The Relentless Improver - Gary Channon on 15‑Stock Portfolios, Half Price Stocks & Designing a Process for Better Decisions is an episode from Behind the Balance Sheet by Stephen Clapham's Podcast on Value Investing | Stockmarket Analys...
This episode belongs to Behind the Balance Sheet.
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Published May 15, 2025, 01:24:48 long, audio available.