Parhaat PLC Podcastit (2024)

1
From Interest Rates to Breakfast Plates 12:02

20d ago12:02

12:02

What’s in store for UK interest rates and investors as we approach year-end? In this 32nd episode of a Value View podcast, portfolio manager Simon Gergel shares his outlook and discusses the factors that had informed the investment case behind Whitbread, owner of Premier Inn. Listen in to find out if Premier Inn’s all-you-can-eat breakfast will sta…

1
092 Teaching Statistics & Fostering Creativity 43:54

24d ago43:54

43:54

Effective statistics instruction - like many other disciplines - should empower students to ask questions and interrogate data to answer questions. We look at research evaluating the impact of an inquiry-focused statistics curriculum that showed very large gains for student learning by emphasizing statistical practice rather than mathematical routi…

1
091 Political Discourse & Media Literacy 43:42

2M ago43:42

43:42

We start Season 8 in a tempestuous election cycle in the United States. We are joined by guest host Chris Carter to discuss an approach to civic education in today’s political landscape, with a focus on grounded discussions based on essential anchor questions.Later, we look at the absence of state standards for media literacy in the US. Their resea…

1
Political power plays & market reactions 15:11

3M ago15:11

15:11

In the 21st episode of Connected Investor, Joe Lynam and Julian Bishop navigate the choppy waters of national politics and their ripple effects through global markets. With the recent political changes in the UK and the much-anticipated US presidential election, what can investors expect from the stock market?…

1
090 Season 7 Finale 44:26

3M ago44:26

44:26

We review the most noteworthy papers of the past year, developments in our practice, and the top beers of AY23-24.Kirjoittanut Laurence Woodruff & Michael Ralph

1
With elections behind us, who holds the power? 16:32

3M ago16:32

16:32

Who holds the power: the government or the market? In this episode, Simon Gergel discusses the aftermath of the recent UK elections, marked by a significant Labour victory. He explores the market response and highlights where opportunities are being found today. Listen in now to find out more about the impact of a new government and what it means f…

1
089 Curriculum Sensemaking & Behavior Grading 44:57

4M ago44:57

44:57

Many curriculum decisions are made at the district-level, but each classroom teacher must figure out how to implement those decisions for themselves. We read a study showing how “philosophical fidelity” is far more important than “mechanical fidelity” to the success of district efforts to improve instruction.Later, we read a study of required behav…

1
Happy 30th 17:19

4M ago17:19

17:19

In this 30th episode of the A Value View podcast, Jon and Simon discuss dividends once again. With Merchants having reached its 42nd consecutive year of paying an increased dividend, just how has the trust managed this? And, what does the state of play look like for the future, not only for income, but for the UK equity market in general? Takeovers…

1
Realities of the energy transition 14:30

5M ago14:30

14:30

A multi-decade re-engineering of the entire global economy” – Julian Bishop, co-lead portfolio manager of Brunner debates the realities of the energy transition with host Joe Lynam. He argues that the production of nearly everything in the world relies on fossil fuels to some degree, something that will inevitably take time to change. The duo also …

1
088 Disagreement Listening & Aphantasia 43:18

5M ago43:18

43:18

It can feel like people in disagreement just aren’t listening to each other. We read a study showing disagreement significantly reduces our perceptions of being listened to, regardless of how well our audience does listen. We discuss takeaways for exhibiting active listening behaviors that reduce the effect.Later, we read a review of research on ap…

1
Looking beyond the obvious… 12:22

5M ago12:22

12:22

The ‘Magnificent 7’ have been much heralded as the drivers of stockmarket performance over the past year or so, but are they all performing strongly, and what might be some other ways of accessing technology sub-sector growth? Joe and Julian also discuss a couple of more traditional companies added to the portfolio earlier this year.…

1
087 Memory Spacing & Homework Parents 44:05

6M ago44:05

44:05

Practice is more effective when we space it out, rather than doing lots of repetitions all at once. We read research that looked at the effect of varied practice compared to identical practice over time. Their results show subtle variation helps students focus and remember the important elements upon recall.Later, we read an account of the negative…

1
086 PBL Effects & Mindfulness Introspection 44:57

7M ago44:57

44:57

Project-Based Learning is a thoroughly researched method of instruction with many benefits. We read a meta-analysis looking specifically at how PBL affects student motivation, and saw data illustrating just how important an excellent project prompt is to project success.Later, we read a study showing neurofeedback devices can increase the accuracy …

1
A great opportunity set for investors 16:39

7M ago16:39

16:39

In this episode, Merchant’s portfolio manager, Simon Gergel is challenged around his ‘glass half full’ view of the UK market. Simon takes the challenge in hand explaining the factors behind his thinking and why, despite short term pain, the opportunity set for investors in the UK market remains pretty much unprecedented. We look at how Simon and hi…

1
085 Academic Anxiety & Principal Leadership 44:34

8M ago44:34

44:34

More schools are looking to address the socio-emotional needs of students, and a key area for that work is helping students manage anxiety in the classroom. We look at a study showing how some accommodations may be reinforcing their anxiety, and how teachers can help students develop healthier strategies for managing it.Later, we read a study of pr…

1
084 Theater Empathy & Cognitive Load 44:59

9M ago44:59

44:59

Field trips to the theater can be memorable opportunities for students to engage in community-based performing arts. Dr. Goldstein joins us to talk about how even a single theater experience can have an impact on socio-emotional outcomes like empathy and perspective-taking for students.Later, we discuss the intersection of cognitive load theory and…

1
083 Underachievement & Artificial Intelligence 44:36

10M ago44:36

44:36

Student underachievement occurs when students’ day-to-day class performance is lower than their test scores predict it should be. We read a review of research that shows the causes of underachievement can vary widely. Still, it gives teachers some useful starting points when trying to help a student reach their full potential.Later, we discuss some…

1
082 Stimulus Complexity & Student Caregiving 44:52

11M ago44:52

44:52

This month is a collaborative episode with the hosts of the School Spirits podcast. We read a study of pigeon working memory that indicates complex visuals activate substantially more of our brains than simple ones, which can help with memory and processing of information.Later, we discuss new data that shows how common caregiving responsibilities …

1
Delving into the details 12:34

11M ago12:34

12:34

In this latest episode we look deeper into some of the things that portfolio companies actually do. In particular, host Joe Lynam and co-lead portfolio manager Julian Bishop examine some of the extreme technology needed to create the world’s most powerful semiconductor chips. The term ‘cutting-edge’ may often be overused, but in this case the sheer…

1
Glass half full? 11:46

11M ago11:46

11:46

There have been many reasons over recent years for investors to be ‘out of love’ with the UK; Brexit, political uncertainty, pandemic, Ukraine, Trussonomics and the perception of worse inflation & economic performance for the UK to name a handful. But, has the depressed sentiment been overdone? In this podcast the team discuss that with many of the…

1
081 Instructional Agency & Bilingual Math 42:32

12M ago42:32

42:32

Researchers measured the impact of student-directed project weeks on their sense of motivation over the course of a school year. We reflect on the importance of consistently prioritizing learner agency throughout the year, rather than sequestering it to a single week of freedom.Later, we read a review of research on learning math in bilingual setti…

1
080 Growth Mindset & Music Distractions 44:42

1y ago44:42

44:42

This month we talk with Dr. Elisabeth Tipton about the research support for growth mindset interventions, and the flaws in last month’s meta-analysis. Together we consider how growth mindset should be part of a more comprehensive approach to helping students improve.Later, we read how listening to music reduces our ability to use our working memory…

1
Talking income 12:48

1y ago12:48

12:48

As the trust gears up for the release of its latest interim results, many investors will have an eye on the upcoming dividend. As an AIC Dividend Hero, the trust is well known for maintaining a steady dividend payment throughout the many ups and downs in market conditions over the past several decades. Host Jon Cronin and Portfolio Manager Simon Ge…

1
079 Meta-Analyses: Co-Teaching & Growth Mindset 44:23

1y ago44:23

44:23

A meta-analysis of co-teaching showed that it benefits students to have more than one adult in the classroom, regardless of the specifics. We reflect on what it could mean to successfully build a co-teaching classroom based on trust among the teachers and students.Later, we read another meta-analysis that is sharply critical of the current research…

1
What just happened? – A look back at the year so far. 14:54

1y ago14:54

14:54

In this latest podcast, we ask “what just happened” in the first half of 2023 and what did we learn as investors? Whilst there were quite benign returns in sterling terms, underneath the surface there was plenty of drama with a reversal of what happened in 2022 – tech roared back strongly from its lows and the 2022 winners like oil and gas resumed …

1
078 Season 6 In Review 44:58

1y ago44:58

44:58

This month we reflect on our year of reading scholarship and growing as humans. First we’ll return to the segments we felt had the greatest impact on our practice and our thinking from the research we read.Later, we’ll reflect specifically on our praxis. We share some of the changes we’re making in our classroom and in our study that is moving us t…

1
077 PBIS Trauma & Reciprocal Reading 42:47

1+ y ago42:47

42:47

Positive Behavioral Interventions and Supports (PBIS) is a framework being adopted by many schools, and some claim it can integrate trauma-informed pedagogies. However, we read scholarship that shows how PBIS is fundamentally incompatible with trauma-informed education.Later, we discuss a large-scale reciprocal reading study with significant impact…

1
The road to net zero 14:19

1+ y ago14:19

14:19

In this latest podcast the team look at the factors to consider when investing around the theme of decarbonisation and how companies with strong decarbonisation credentials, able to drive the energy transition, are considered within the investment universe. What elements shape the pathway to net zero and what will be required to get there? With tha…

1
076 Standards - Based Instruction & Belonging Interventions 44:12

1+ y ago44:12

44:12

Many schools have adopted new instructional standards in recent years, but some schools have struggled in helping teachers align their instruction. We talk with author Morgan Polikoff about his team’s work studying why flexible specificity is so important for success.Later, we look at a very large study of a belonging intervention that helps studen…

1
Building the case for building 10:28

1+ y ago10:28

10:28

The housing market has long been seen as a key bellwether of the overall state of UK market. But the recent squeeze on the cost of living – namely, rising prices which have in turn driven interest rates higher – has been keenly felt in that sector. In the latest podcast episode, Jon and Simon debate the fortunes of the UK’s housebuilders as well as…

1
075 Evaluation Reform & Retrieval Memory 42:29

1+ y ago42:29

42:29

Feedback is an essential component of professional growth, and teacher evaluation has changed in most places across the US over the last 15 years. What do we actually know about how those changes impacted school performance?Later, we read a study that showed retrieval practice is only beneficial when we have working memory resources to devote to th…

1
074 UDL In MTSS & Feedback Processing 44:44

1+ y ago44:44

44:44

Universal Design for Learning represents a framework that can impact every part of the school. We read research looking at how UDL can contribute to more effective MTSS Tier 1 interventions… if teachers have an accurate understanding of UDL.Later, we look at an eye-tracking study to examine how students process feedback differently. The authors dis…

1
Growing old gracefully? 11:42

1+ y ago11:42

11:42

In this latest podcast Joe and Christian discuss the factors that led to us seeing almost double-digit inflation last year. Are those drivers now retreating and, if so, are they falling quick enough? The pair also focus in on the undeniable fact that across the globe people are living longer and, hopefully, healthier and wealthier lives. They discu…

1
A Closer Look at the UK’s Stock Market 13:29

1+ y ago13:29

13:29

In the latest episode of ‘A Value View’, host Jon Cronin gets Simon Gergel’s thoughts on the current outlook for the UK’s FTSE 100. On the one-hand, the FTSE hit an all-time high in February, on the back of bumper profits for several of its constituent stocks. But, on the other hand, there are questions around the future growth prospects of the Lon…

1
073 Creative Constraints & Good Errors 44:48

1+ y ago44:48

44:48

This month we are joined by two authors of a piece on constraints that fuel creativity. They share how limits on our writing help us focus on new parts of the writing process and make interesting connections along the way.Later, we read about how errors are essential to the learning process and what we as teachers can do to make more productive use…

1
Passed Peak Fear for Investors? 14:05

1+ y ago14:05

14:05

Are we in an environment where investors can now see the proverbial light at the end of the tunnel? Some inflation pressures are abating and although rates are still going up, the fear that rates are going to go up faster, and to higher levels than expected, is probably over. This is already starting to be reflected in the stock market. However, th…

1
Will The Turbulence Continue? 12:35

1+ y ago12:35

12:35

Host Joe Lynam sits down with portfolio manager Christian Schneider for the first time in 2023 and asks if the turbulence seen in 2022 could be repeated. Inflation appears to be retreating to some extent due to diminishing increases in base factors such as the price of oil, however Christian and the team also see that inflation may be more persiste…

1
072 Contextual PD & Teacher Mentorship 43:22

1+ y ago43:22

43:22

This month we look at professional development. A fresh framework for PD lays out how we need to consider teacher learning in-context, with definite answers to the “for whom” and “when” when discussing whether something works.Later, we look at norms for co-teaching by examining the role of a mentor teacher while a student teacher works with student…

1
071 Extended Research With Youki Terada 1:20:59

2y ago1:20:59

1:20:59

This month we are joined again by guest Youki Terada to discuss his 2022 education research roundup. His team at Edutopia has curated their 10 top studies of the year - from retrieval practice to play-based learning - and we discuss every last one of them in a marathon episode.Kirjoittanut Laurence Woodruff & Michael Ralph

1
Tech’s Still Standing 10:54

2y ago10:54

10:54

Host Joe Lynam asks – are we entering a ‘tech winter’ given the vicious sell-off this year? Portfolio manager Christian Schneider gives the background to what we’ve seen afflict the highest growth stocks over the past year (a large number of which reside in the tech sector) and what the outlook may be for the sector, but in particular how different…

1
070 Critical Ignoring & Reverse Engineering 44:49

2y ago44:49

44:49

Digital literacy skills are important for teachers to consider across many teaching contexts. We read about how critical ignoring should be part of what we are teaching to help students manage the information overload of today’s digital landscape.Later, we read a classroom study of how reverse engineering can help students get more out of their fir…

1
069 Self-Regulation & Pedagogy Of Enactment 44:43

2y ago44:43

44:43

This month we read a robust, experimental study on teaching self-regulation and the increasing benefits to students over time. They learn more AND close a key achievement gap.Later, we read about a pedagogy of enactment - how to learn about teaching through teaching. It underscores the many ways we improve through practice.…

1
A World Running to Stand Still 11:23

2y ago11:23

11:23

Inflation is rampant and central banks are reacting strongly with associated rate rises. At the same time some governments are looking at policies reflecting a very present need to try to buffer current hardships for people. Given Brunner’s focus on growth stocks that have been hit particularly hard by this high inflation and rising interest rate b…

1
Challenging times 11:34

2y ago11:34

11:34

There are a number of serious challenges facing the UK economy – rising energy costs, the cost of living crisis, rising interest rates and mortgage costs and supply chain issues to name a few. However, while they may not be showing signs of abating, a number of factors are becoming ‘less bad’ or at least not getting worse. Also, the UK stockmarket …

1
068 Learning Styles & Learning To Learn 44:51

2y ago44:51

44:51

The theories about teaching students according to learning styles have been debunked in research, but the idea has been difficult to interrupt in practice. We read a new paper focused on helping teachers move on from old thinking related to learning styles with more productive contemporary research.Later, we look at a listener recommendation focuse…

1
067 Teacher Shortage & Homework Inequality 44:57

2y ago44:57

44:57

Staffing challenges in districts across the United States are fueling a narrative of a nationwide teacher shortage. However, Paul Bruno joins us to talk about his recent work showing there may not be a national shortage… or national anything.Later, we read a paper showing some of the inequitable impacts of math homework, and the persistence of a me…

1
066 Season 5 Year in Review 44:37

2y ago44:37

44:37

This month we reflect on our year of reading scholarship and growing as humans. First we’ll return to the segments we felt had the greatest impact on our practice and our thinking from the research we read.Later, we’ll reflect specifically on our praxis. We share some of the changes we’re making in our classroom and in our study that is moving us t…

1
065 COVID Consequences & Visual Display 43:33

2+ y ago43:33

43:33

As the summer of 2022 wanes, we will spend some time looking at the bigger picture of how education has been affected by COVID-19 these past few years. We read reviews of the current research on COVID impacts on mental health and academic outcomes, with thoughts on how it may impact our prep for the coming year.Later, we react to a review of resear…

1
Seeing stars (and stripes)? 13:39

2+ y ago13:39

13:39

The US economy is the driver of much of the world’s growth. Is it on the ropes as inflation soars and interest rates are hiked, as is being suggested by many commentators? Or are investors selectively ignoring some more favourable signals? Plus, what is the wider global context, particularly diving below the macro-economic factors to the fortunes o…

1
Reigning Supreme 7:48

2+ y ago7:48

7:48

On the occasion of the Queen’s Platinum Jubilee, Simon and Jon reflect not only on that incredible achievement, but also on the highs and lows faced by The Merchants Trust over its 133 year history. Almost six months into a tumultuous 2022, it also falls due to look more currently and have a mid-point reflection and ponder what may be coming up for…

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