Episode 008 | Sizing Does Matter

Episode 007 | Springtime for Income - Neil Rose and Arthur Mallet explain why the historic drop in bond prices—amid a bear market in stocks, no less—is raising longer-term income generation in Regency Capital portfolios. Also discussed: inflation and macr

Episode 006 | Bonds in Free Fall - Investors have noticed the correction in stocks and a growing chance of recession. But the real carnage has come from the bond market. Neil Rose and Arthur Mallet discuss the ramifications of an asset class that's n

Episode 005 | Relentless Value: Lessons from Costco - Neil says to understand Costco is to understand Regency Capital’s approach to stocks. It's a long term holding in a business that’s well-known but perhaps not fully understood: “Costco is not a re

Episode 004 | What We Talk About When We Talk About Macro - In this important 40-minute chat, Neil Rose and Arthur Mallet talk about all things macro and macro-investing. The two address important concepts shaping Regency Capital's approach to invest

Episode 003 | Five Things They Don't Tell You About Inflation - Recent data show inflation is rising. Neil Rose and Arthur Mallet talk about the important concepts overlooked when we talk about inflation. They also discuss how inflation influences ho

Episode 002 | Nintendo (NTDOY) - Arthur Mallet and Neil Rose do a deep dive on Nintendo.

Episode 001 | Six Months at Regency Capital - Arthur Mallet and Neil Rose (finally) sit down and reflect after six months building Regency Capital Management. They talk about the journey, lessons learned, surprises, and their business principles and motiv