Europe s 1.25 Trillion Euro Opportunity

Published on
September 5th, 2018
27 minutes

Europe s 1.25 Trillion Euro Opportunity

The Expert View ·
Featuring Andrew Irvine

Published on: September 5th, 2018 • Duration: 27 minutes

Europe appears to have lagged the tech booms of the U.S. and Asia. But the revolution is coming, and it's led by start-ups. With so few listed companies, how can investors take part in an opportunity that Europe can't afford to miss? Andrew Irvine, founder of Basinghall Partners, outlines a European landscape in which venture capital is bridging the divide between start-ups and the slower moving incumbents. Filmed on August 22, 2018 in London.


  • GF
    Gordon F.
    5 September 2018 @ 19:49
    Excellent content, but let me repeat: I prefer to LISTEN to these presentations, and for this I plead: VOICE OVER THE QUESTIONS!! All we get is that little "chirp chirp" indicating that a question was flashed on the screen, but which is effectively hidden from listeners. We need to be able to HEAR the questions to keep up with the answers.
    • AK
      Andreas K.
      11 September 2018 @ 22:04
  • TS
    Timothy S.
    5 September 2018 @ 15:39
    This is not a comment on Andrew Irvine's fine presentation but on RV's programming in general. RV's content is radically different from the original. I understand and support the changes to address a shifting audience, but, in my opinion, there is less and less rigorous exploration of critical issues such as those explored recently on Eric Townsend's Macrovoices. Besides Macrovoices, are there other podcasts of value? Thank you. And thank you've make a difference.
    • JD
      Jeff D.
      5 September 2018 @ 17:04
      I agree with you. RV is still good, but I liked the older content better. I like this guy on youtube:
    • JS
      J S.
      5 September 2018 @ 18:44
      I am happy to hear what people think. In order of preference: macrovoices, grants, macromusings, animal spirits, super investors, hedgeye, stansberry investor hour, trend following, masters in business, insights, wealth track, money talks, Wrights, the artful trader, top traders round table, the Sherman show, monthly dirt cast and capital ideas. I also follow another five or so, but can’t squeeze them in driving to work. I didn’t include the RV podcast as the new format is dire and I don’t listen to it anymore. I do however think RV is great and respect everyone who has the balls to put their ideas out there for everyone to complement/criticise. Keep it up, but please re-visit your podcast!!
    • EW
      Evan W.
      5 September 2018 @ 20:20
      For podcasts, Patrick O'Shaughnessy's Invest Like the Best, Meb Faber's podcast, and The Investor's Podcast. Patrick seems to interview a lot of guests that end up on real vision (e.g., Josh Wolfe).
    • PD
      Peter D.
      5 September 2018 @ 23:08
      MacroVoices is great. But so is Gordon T. Long/Financial Repression Authority. Real Vision's new turn is commendable and could work well.....IF they maintain approximately 20% of their content in the old (Grant Williams/Alt-Thinker) style. So far, the contrast between the two streams is highly illustrative.
    • AP
      A P.
      6 September 2018 @ 11:47
      Luke Gromen is starting a Youtube channel - Every Sunday evening you can ask questions live. Interesting format.
    • TS
      Timothy S.
      6 September 2018 @ 17:22
      Thank you, all
  • HC
    Howard C.
    5 September 2018 @ 14:36
    Interesting subject matter but not really a "where no man has gone before" analysis as there were few, if any, concrete examples of the future hotspots of innovation/disruption in the European context. "Digital intensity", "cultural dilemma", "frameworks" .... consultantspeak. Let's hope the RV founders will grab a hefty chunk of the 1.25 trillion opportunity.
  • ns
    niall s.
    5 September 2018 @ 13:05
    Now we need another presentation from someone else to suggest a few European companies that help large companies digitize , I am sure that RV will find such an enlightened soul.