<![CDATA[AP Research: In Conversation]]>https://www.alphapicks.co.uk/s/in-conversationhttps://substackcdn.com/image/fetch/$s_!n4L_!,w_256,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F54a09486-acd5-4a04-95e9-5870ab5067e5_1280x1280.pngAP Research: In Conversationhttps://www.alphapicks.co.uk/s/in-conversationSubstackSat, 11 Apr 2026 06:53:22 GMT<![CDATA[In Conversation w/ David Cervantes / Pinebrook Capital]]>https://www.alphapicks.co.uk/p/in-conversation-w-david-cervanteshttps://www.alphapicks.co.uk/p/in-conversation-w-david-cervantesTue, 26 Aug 2025 15:16:32 GMTNEW POD: In Conversation with David Cervantes, Founder of Pinebrook Capital:

  • Implications of Powell’s Jackson Hole speech

  • Understanding labor market dynamics

  • What Fed independance really means

  • Runway for US equities into year-end

]]><![CDATA[In Conversation w/ Max Fellerman]]>https://www.alphapicks.co.uk/p/in-conversation-w-max-fellermanhttps://www.alphapicks.co.uk/p/in-conversation-w-max-fellermanSun, 27 Jul 2025 16:06:44 GMTNEW POD: In Conversation with Max Fellerman, Senior FX Dealer at Velocity Trade:

  • Being selective in EUR longs

  • Caution around JPY uncertainty

  • Fiscal woes open up GBP downside

  • Favouring optionality in precious metals

]]><![CDATA[In Conversation w/ Le Shrub]]>https://www.alphapicks.co.uk/p/in-conversation-w-le-shrubhttps://www.alphapicks.co.uk/p/in-conversation-w-le-shrubThu, 17 Jul 2025 14:25:09 GMTNEW POD: In Conversation with Le Shrub:

  • The tariff TACO and walkbacks

  • The Golden Age of Grift

  • Positioning in the current market dynamic

]]><![CDATA[In Conversation w/ Michael Brown]]>https://www.alphapicks.co.uk/p/in-conversation-w-michael-brownhttps://www.alphapicks.co.uk/p/in-conversation-w-michael-brownThu, 10 Jul 2025 12:21:08 GMTNEW POD: In Conversation with Michael Brown, Senior Research Strategist at Pepperstone:

  • Cross-asset implications of the latest tariffs

  • The ongoing bull case for US equities

  • Central bank guidance for H2

  • UK fiscal woes

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