Global Equity Research
Global Equity Research
Softgate Capital

Global Equity Research

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Insights on finance and macroeconomics—delivered through expert podcast episodes. Global Equity Research is the official podcast from Softgate Capital Research. In each episode, we provide institutional‑grade analysis of individual stocks alongside broader insights into macroeconomic trends shaping global markets. Our discussions cover company fundamentals, sector performance, valuation metrics, and the economic forces that drive investment opportunities. Designed for investors, analysts, and anyone seeking clarity in today’s complex financial landscape, this podcast translates rigorous research into actionable knowledge.
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Inside Roche's Resilient Growth
10 January 2026

Inside Roche's Resilient Growth

Explore Roche's strategic dual-pillar model and how its pharmaceutical and diagnostics businesses fuel a robust recovery. Uncover scientific innovations shaping its future pipeline and key financial metrics that signal durable growth and investment potential.
Inside Softgate Capital's Record-Breaking 2025
02 January 2026

Inside Softgate Capital's Record-Breaking 2025

Explore how Softgate Capital achieved a remarkable 40.57% annual return in 2025, outpacing global benchmarks. David Mitchell breaks down the drivers behind this year’s performance—sector allocation, geographic shifts, and the role of FX—drawing on exclusive details from the annual report. This episode provides actionable insights for investors looking to learn from Softgate Capital’s proven...
AI Bubble: Speculation, Sustainability, and What Comes Next
28 December 2025

AI Bubble: Speculation, Sustainability, and What Comes Next

David and Emily explore the evolving debate around an 'AI bubble,' comparing today's market fervor to historical bubbles and examining both warning signs and arguments for sustainable growth. This episode breaks down evidence, expert sentiment, and possible crash scenarios, offering actionable insights for investors and analysts navigating the storm. Expect hard data, expert views, and practical...
Skanska Poised for a Rebound
22 December 2025

Skanska Poised for a Rebound

We take a close look at Skanska, dissecting the construction giant’s unique business model, financial health, and market outlook. Host David Mitchell provides institutional-grade analysis on Skanska’s earnings recovery, strategic positioning, and the catalysts set to drive value for investors in 2025.
Russia’s Macroeconomic Outlook for Q1 2026
15 December 2025

Russia’s Macroeconomic Outlook for Q1 2026

In this episode, we provide an institutional-grade dive into Russia’s macroeconomic trajectory through 2026: dissecting growth drivers, inflation, monetary and fiscal trends, and the deep impact of sanctions and the ongoing war. David and Emily unpack how the war economy, tight labor markets, and global energy shifts intersect to define opportunities and risks in Russia’s future. We also explore...
NVIDIA: The AI Powerhouse Transforming Global Tech
07 December 2025

NVIDIA: The AI Powerhouse Transforming Global Tech

This episode explores Nvidia's meteoric rise as the backbone of the AI revolution, its financial dominance, and the risks and opportunities that define its future. David Mitchell applies institutional-grade analysis to uncover how Nvidia set new industry standards and what investors should watch for in the year ahead.
US Macroeconomic Outlook for Q1 2026
03 December 2025

US Macroeconomic Outlook for Q1 2026

David and Emily provide a research-driven exploration of the US macroeconomic outlook for the first quarter of 2026, drawing on recent institutional analysis. The episode examines economic growth, inflation, the labor market, and the policy landscape shaping risks and opportunities for markets.
EU Economic Outlook for Q1 2026: Soft Landing or Stagnation?
01 December 2025

EU Economic Outlook for Q1 2026: Soft Landing or Stagnation?

David and Emily analyze the European Union's economic outlook for Q1 2026, diving into growth patterns, inflation, policy responses, structural challenges, and key risks. Listen for institutional-grade research blended with practical insights for investors navigating Europe's complex macro environment.
Rheinmetall's Transformation: Europe's Defense Powerhouse
29 November 2025

Rheinmetall's Transformation: Europe's Defense Powerhouse

David and Emily explore Rheinmetall's strategic pivot from automotive to defense, its explosive financial growth, and why the market values it as Europe's new top defense stock. We break down the company's risk-reward profile, benchmarking it against global industry players, and discuss the major catalysts that could shape its trajectory for years to come.
HCA Healthcare’s Dominance and Investment Outlook
23 November 2025

HCA Healthcare’s Dominance and Investment Outlook

David Mitchell provides a deep dive into HCA Healthcare’s strategic positioning, financial performance, and market outlook. Learn how HCA’s scale and operational discipline set it apart in the hospital sector, and why the stock commands a premium among healthcare providers.