Beste Plc Podcasts (2026)

1
A Once-in-a-Generation Opportunity in UK Mid-Caps? 13:36

19d ago13:36

13:36

As the year draws to a close, the UK stock market presents a polarised picture, with a narrow band of large-cap stocks leading the way. But is the real story in the overlooked and undervalued mid-cap sector? In this episode of "A Value View," Portfolio Manager Simon Gergel joins host Jon Cronin to discuss what he feels could be a “once-in-a-generat…

1
106 Professional Development & Student Perseverance 44:12

26d ago44:12

44:12

Professional learning should be improving teaching, which ultimately should benefit students. We read a meta-analysis showing that effective teaching methods within professional development is far more likely to impact learning than the learning topic or time spent in the program.Later, we read a study of student perseverance that underscores the i…

1
Picks, Shovels, and Street Sweepers: Investing in the AI Boom and Beyond 35:16

1M ago35:16

35:16

The world is captivated by the artificial intelligence boom, with hundreds of billions being poured into infrastructure. But is it a sustainable revolution or a speculative bubble? In this episode, Brunner’s Julian Bishop and James Ashworth provide a sober analysis based on their research trips to the tech hub of San Francisco and the industrial ce…

1
105 Technology Applications & Feedback Structure 43:35

2M ago43:35

43:35

A listener request led us to a paper on eye-tracking technology for emerging multilingual learners. However, our conversation will focus on problems related to AI use and disconnects between the use of technology in the classroom and the real needs of teachers.Later, we learn about how a person’s fear of evaluation influences their response - both …

1
104 Dopamine Motivation & Emotion to Memory 44:47

3M ago44:47

44:47

In a neuroscience-focused episode, we start with a new model of how having agency influences how much our brains are learning from moment to moment. Building classroom routines that emphasize student choice, from tiny procedural choices to major learning decisions, can boost the positive impacts of dopamine on their brain’s learning pathways.Later,…

1
103 Peer Tutoring & Collaborative Creativity 44:50

4M ago44:50

44:50

Student collaboration is a powerful tool for learning in many contexts, and we read a meta-analysis that highlights the benefits to both the givers and receivers of help in peer tutoring situations. It seems to be almost categorically good… but the details of successful programs remain elusive.Later, we read about how group structure predicts stude…

1
Global Trade, Local Groceries: Brunner’s Investment Lens 25:52

4M ago25:52

25:52

In this episode, Brunner Investment Trust’s Julian Bishop and James Ashworth unpack the economic and political forces shaping global markets – from US tariffs and trade tensions to the rationale behind one of their 2025 portfolio additions, Tesco. Tune in for a discussion on protectionism, inflation, and why cash flow still reigns supreme. Hosted o…

1
Valuation Over Sentiment: Merchants Trust’s Investment Discipline in Action 17:19

5M ago17:19

17:19

In this episode, Simon Gergel, Portfolio Manager at The Merchants Trust, discusses the trust’s unusually active first half of the year, with eight new stocks added to the portfolio. He explains the rationale behind recent disposals and acquisitions, and shares insights into how the team identifies undervalued opportunities in a volatile UK market. …

1
102 Season 8 Finale 44:35

5M ago44:35

44:35

Our season finale again reviews the most noteworthy papers from the past year. We reflect on hosting student data talks, the use of errors in the classroom, and more. We also spend time thinking about our goals for the types of papers we read and what kinds of “shoulds” (or “shouldn’ts”) we hope to get from them.Later, we share the results of a fol…

1
PLC Automation Training for Managers 1:05:04

5M ago1:05:04

1:05:04

Educational Podcasts: PLC Podcast: PLC Automation Training for Managers, starts with what is a PLC, then making smart training decisions, troubleshooting PLC, managing PLCs and related automation.

1
101 Ed Tech & Opportunity Makers 44:48

6M ago44:48

44:48

Education research, from technology to instruction to design, too often uses an instrumentalist approach that assumes the right tool or trick will simply solve a problem. Jason McDonald joins to talk about the need for entangled research that actually changes both the researcher and the system for the better.Later, we read The Opportunity Makers an…

1
100 Data Talks with Imogen Herrick 57:16

7M ago57:16

57:16

In this extra length episode, we talk with Dr. Imogen Herrick about her work developing Community Science Data Talks. These talks help students engage the local consequences of climate change to develop their STEM knowledge while navigating their emotional experiences with the data. Our ranging conversation touches on the need for local data source…

1
Global shocks, local gains: Investing in a tariff-tangled world 16:01

7M ago16:01

16:01

In this episode of A Value View from the Merchants Trust, host Jon Cronin sits down with Portfolio Manager Simon Gergel to unpack the seismic shifts in the global economy triggered by President Trump’s 2025 tariff policies. From the ripple effects on US GDP and global trade to the implications for UK-listed companies and the Merchants Trust portfol…

1
099 Synthesis of PD & Classroom Technology 44:55

8M ago44:55

44:55

All professional learning occurs when teachers try things in their classroom and iterate to make it better. We reflect on the importance of articulating aspirational goals and supporting teachers as they iterate toward their goals as on-going professional development.Later, we grapple with how research on the impact of educational technology cannot…

1
Optimism gives way to uncertainty 19:41

9M ago19:41

19:41

US company executives can tend to be ‘hardwired’ for optimism but, after the Trump rally at the end of 2024, euphoria has given way to an environment of disruption and uncertainty. Portfolio managers Julian Bishop and James Ashworth discuss how this is impacting global equity markets thus far this year, how it differs substantially from 2024 and wh…

1
098 Racial Literacies & Multilingual Content 44:53

9M ago44:53

44:53

Dual language programs provide a local opportunity for students to get closer to an immersive experience learning a language directly within their school community. However, we read research on the barriers to providing multilingual instruction that fosters racial literacy within a similarly multilingual context.Later, we look at the positive impac…

1
Would you like small, medium, or large? 13:20

10M ago13:20

13:20

The old saying goes that ‘small is beautiful’. An increasing number of smaller and mid-sized UK firms are standing out and capturing interest. Simon and Jon discuss what’s driving the growth opportunities among small and mid-caps, where Simon is seeing opportunities in that space, and if he still sees ‘beauty’ in the larger firms in the market, the…

1
097 Team Teaching & Epistemic Empathy 44:26

10M ago44:26

44:26

Team teaching is increasing in popularity among schools to help educators work together in their daily practice. We read about different models for team teaching and think about how it maps to our past experiences in a wide variety of teaming approaches from our own careers.Later, we reflect on how to develop epistemic empathy. Our ability to take …

1
096 PLC Outcomes & Early Numeracy 41:34

11M ago41:34

41:34

Professional Learning Communities, or PLCs, provide a collegial network for educators to reflect on and improve their practice. We look at an evaluation of a pre-packaged PLC program that did not improve PLCs in schools, and wonder how we can support educators at the building level instead.Later, we look at how very early math is learned by childre…

1
Exciting times for UK Equities? 10:59

11M ago10:59

10:59

In contrast to many countries, the UK has entered a period of relative political stability. Simon Gergel describes how this is combining with other factors to signal a note of optimism for investors in the UK stock market. Simon and host Jon also discuss how Merchants has been positioned to try to capitalise. Hosted on Acast. See acast.com/privacy …

1
Can the US market continue to trump the rest of the world? 15:34

11M ago15:34

15:34

The US has shown unprecedented dominance in stock market terms for many years, and 2024 was no exception. In this latest podcast episode we look at the factors behind this, the composition of returns from various markets for UK investors, and whether the team believes this dominance can continue into 2025. Also, at the genesis of Trump 2.0, how cou…

1
095 Error Climate & Remembered Success 44:57

12M ago44:57

44:57

Edutopia did another review of the best research of 2024, and we are here to talk about it. First, discussion of student errors can lead to big gains in student learning. However, those gains only come in an interactive, collaborative class culture.Later, the remembered success effect shows that ending challenging learning experiences with clear vi…

1
094 Playback Memory & UDL Differentiation 44:28

1y ago44:28

44:28

Teachers may give lectures or create videos to provide information to students, and the speed of information delivery affects the cognitive load of students. We read a study of video playback speed and support materials that shows speeding up the videos may not be particularly harmful to their usefulness, and that other supportive elements are more…

1
Anatomy of a great company 17:16

1y ago17:16

17:16

As stock pickers, the managers of The Brunner Investment Trust are looking for what they believe are great companies which can grow and deliver returns to shareholders. Whilst this may sound obvious, just what exactly are the common factors in the DNA of a “great” company? Joe Lynam quizzes portfolio manager Julian Bishop on how he and his team go …

1
093 The Artificial Intelligence (AI) Episode 44:46

1y ago44:46

44:46

This month is our official “AI episode.” We are joined by Ben Riley, who wrote a guide for considering the use of AI for education. Our discussion considers the tasks for which AI might be useful, and the multiple concerns we have for its use as a substitute for thinking.Later, we read a study that shows AI can help people produce incrementally mor…

1
From Interest Rates to Breakfast Plates 12:02

1y 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

1y 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

1+ y 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

1+ y 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? Hosted on Acast. See acast.com/privacy…

1
090 Season 7 Finale 44:26

1+ y 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.Von Laurence Woodruff & Michael Ralph

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

1+ y 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

1+ y 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

1+ y 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

1+ y 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

1+ y 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

1+ y 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. Hosted on Acas…

1
087 Memory Spacing & Homework Parents 44:05

1+ y 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

1+ y 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

1+ y 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

2y 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

2y 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

2y 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

2y 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

2y 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

2y 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

2y 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

2y 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

2+ y 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

2+ y 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

2+ y 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 …

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Podcasts, die es wert sind, gehört zu werden

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