In this episode, Jonathan Brown interviews historian and author Sean Delahanty about his book Company Men: The Invention of Shareholder Value and the Splintering of the American Economy. 

Sean explains how dispersed ownership and weak accountability fueled debates over corporate purpose, from New Deal-era corporate social responsibility to 1960s conglomerates and their collapse. He traces how Milton Friedman’s critique, the Efficient Markets Hypothesis, and Jensen and Meckling’s “nexus of contracts” theory helped legitimise shareholder value and hostile takeovers in the 1980s, framing raids as a means of freeing “free cash flow.” 

We explore how shifts in economic theory radically reshaped the American economy and fueled massive accounting scandals such as WorldCom.

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In this episode of the Shepheard-Walwyn Podcast, Jonathan Brown sits down with business leader Mark Brickhill to explore what’s really going wrong in modern business—and how to fix it.

From his early career at Procter & Gamble to turning around major companies like Goodyear and Turtle Wax, Mark shares hard-earned lessons on leadership, integrity, and why “doing the right thing” still matters—especially when it costs millions.

This is a powerful conversation about values, trust, and what it takes to build businesses that actually last.

Find Mark on https://www.linkedin.com/in/mark-brickhill-40b3862/

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Welcome to a combined Shepheard-Walwyn and Property Sharemarket Economics (PSE) podcast. In this episode, our beloved host Jonathan Brown sits down with Andrew "Andy" Pancholi, founder of the Market Timing Report, co-author of the bestselling book Zero Hour, and fellow of the Royal Aeronautical Society.

Andy leads a fascinating dual career as a wide-body commercial pilot and one of the world's top market forecasters. He explains how the exact same risk-management checklists used in the cockpit can prevent retail traders from wiping out their portfolios in the markets.

We dive deep into long-term harmonic cycles to understand the current global landscape with a discussion of breaking down the 45-year and 90-year geopolitical patterns influencing US/Iran/Israel relations, the 250-year Empire Cycle, and the historical 82-84 year war cycle. He also walks us through his "cafe analogy" of overlapping cycles to demonstrate how investors can identify high-probability trades in commodities like oil, gold, and cocoa.

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In this episode, Shepheard-Walwyn host Jonathan Brown interviews Rosemary Attack, author of John Clare, Voice of Freedom, about the poet John Clare and the economic and psychological impact of the Enclosure Acts in 1809. Born in 1793, he had a patchy education, discovered poetry through Thomson’s The Seasons, and produced about 3,500 poems despite poverty and exploitative publishing practices. The conversation frames Clare’s work as a human account of the effects of enclosure—loss of common land, displacement into towns, and long-term unemployment—arguing that these changes caused material, emotional, and spiritual trauma and underpin modern economic problems.

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In this episode, Jonathan Brown interviews returning guest Akhil Patel, author of The Secret Wealth Advantage, about his 18.6-year economic boom-bust cycle and how it can guide major investment decisions. In this returning podcast, Akhil Patel also introduces the longer 55–60 year Kondratiev commodity cycle, describing how its upswing increases international competition, conflict, and inequality, contributing to today’s unsettled, patchy experience across regions (including differences between Australia, the UK, Europe, and the US) potentially shaking the global economic system.

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In this episode, Jonathan interviews renowned economist Michael Hudson. The discussion was initially intended to celebrate the 17th anniversary of 'The Secret Life of Real Estate and Banking by Phil Anderson, but it quickly evolved into a broader exploration of today's real estate landscape.

Michael shares his insights on the transformation of real estate, especially the shift towards absentee ownership and the growing control by financial institutions. He also delves into personal experiences with corruption in New York's real estate market and discusses the broader economic impacts driven by financial cycles rather than traditional real estate cycles.

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The Secret Life of Real Estate and Banking:

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A Philosophy For A Fair Society:

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or find Michael on www.michael-hudson.com

In this episode of the Shepheard-Walwyn podcast series, the conversation explores the application of these principles in various contexts, including business and personal life. Stephanie acknowledges the challenges of maintaining ethical practices in corporate environments but advocates for intentionality and self-awareness among leaders to foster positive change.

She also touches on practical discernment techniques, such as using imagination and intuition, to make well-rounded decisions. Stephanie emphasizes that discernment is a continuous practice that evolves over time, empowering individuals to navigate complex moral landscapes while staying true to their values.

Get Stephanie’s book in paperback or eBook on:

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And in audiobook:

https://www.audible.co.uk/pd/The-Saint-and-the-Drunk-Audiobook/B0G99WGV35 

In this final episode, Jonathan Brown dives deep with author and certified coach Stephanie Peirolo, discussing her new audiobook 'The Saint and the Drunk.' Join us as we explore the powerful connection between St. Ignatius’ spiritual exercises and the principles of Alcoholics Anonymous to discuss how these traditions can guide decisions, support recovery, and deepen your spiritual life. Whether you're a Catholic, in recovery, or just interested in spiritual growth, don't miss out—listen now and transform your spiritual journey.

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In this special episode of the Shepheard Walwyn Podcast, Jonathan Brown celebrates the 17th anniversary of Phil Anderson's groundbreaking book, 'The Secret Life of Real Estate and Banking.'

First published in 2008, the book examines over 210 years of American land and property market history, revealing an intriguing 18-year cycle. In this episode, JB interviews notable figures, including Jason Pizzino, Fred Harrison, Cathy Stacey, Darren Wilson and Akhil Patel about how they discovered and applied insights from the book and subsequently changed their lives for the better.

Tune in and find out why The Secret Life of Real Estate and Banking teachings are more relevant than any other economic books ever about how the economic system really works.

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Jonathan Brown introduces the thought-provoking ideas of Leon McLaren, a barrister who viewed economics through the lens of natural laws and human relationships. This episode tackles MacLaren's radical stance on land value, labour, and wealth distribution, offering a refreshing perspective on modern economic issues. Tune in to explore 'The Science of Economics' and rethink your assumptions about wealth, poverty, and land in the 21st-century economy.

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