Original Broadcast: This is Money
From a £100 bung for households for their bills to an inexplicable savings tax raid and a last-minute rescue for the Cash ISA, Georgie Frost, Helen Crane and Simon Lambert discuss the highlights of the Budget. They dissect what it means for the economy, whether it gives us any hope of getting the UK's finances out of a mess, and who the winners and losers were. If you want to know everything you need to know about the Budget and what it means for you, listen to this episode.
Guests: Helen Crane
Published:
Original Broadcast: Thought for the Week
The news that Anthropic and Elon Musk have committed to make a start in sharing their wealth creation is a significant step towards 'Stock for Data & Creativity'. It's been followed by a frank recognition of the challenge ahead from Bill Gates, founder of Microsoft. However, he and Anthropic are basing their ideas on too much intermediation, while Elon Musk is just focused on American recipients. Egalitarian capitalism is a concept designed for global implementation, and it's centred on individual ownership which nurtures individual responsibility for our world. And, by removing economic stress, it will enable people to prioritise their care for the environment and look ahead to a safer and more stable world for our children and grandchildren. Background music: 'Everything Has a Beginning' by Joel Cummins
Published:
Original Broadcast: Motley Fool Show
Alphabet’s sharp sell-off raises a big question: Are investors more concerned about AI spending than AI growth? The team breaks down Anthropic’s IPO filing, the risks of massive AI infrastructure commitments, and what these developments mean for investors. Plus, five hypothetical blockbuster acquisitions and two AI infrastructure stocks worth watching. Travis Hoium, Jason Hall, and Asit Sharma discuss Alphabet’s AI sell-off, big tech cash flow, Anthropic’s IPO filing, AI infrastructure risks, blockbuster acquisition ideas and stocks on our radar. Companies discussed: Alphabet (GOOGL), Microsoft (MSFT), Oracle (ORCL), CoreWeave (CRWV), Apple (AAPL), Meta Platforms (META), Amazon (AMZN), Broadcom (AVGO), Disney (DIS), Tencent (TCEHY), Netflix (NFLX), McDonald's (MCD), Chipotle Mexican Grill (CMG), Coca-Cola (KO), Nvidia (NVDA), Taiwan Semiconductor Manufacturing (TSM), Samsung Electronics (005930.KS), Adobe (ADBE), Figma (FIG), Berkshire Hathaway (BRK.B), Costco (COST), Ciena (CIEN), Marvell Technology (MRVL), Lumentum (LITE). Host — Travis Hoium; Guests — Jason Hall, Asit Sharma.
Guests: Jason Hall,Asit Sharma
Published:
Original Broadcast: Motley Fool Show
Alphabet lost a staggering amount of market cap last Thursday, reflecting investors’ negativity regarding its incredible spending on AI infrastructure. By contrast, Microsoft’s quarterly report was better received, thanks in part to ongoing free cash flow. Tyler, Jon, and Matt talk about the two big reports, as well as some lesser-known companies downstream that are benefitting from massive AI infrastructure spend. Finally, the team closes discussing things from the world of mergers and acquisitions. Tyler Crowe, Jon Quast, and Matt Frankel discuss Alphabet’s spending continues to go up, Microsoft is rewarded for having more moderate capex, why investors are worried about GE Vernova’s massive backlog, why KLA Corp has an amazing tailwind, what could potentially be the start of a troubling trend for Sterling Infrastructure, and rumours of Marvell Technology acquiring Lumentum and other M&A deals. Companies discussed: Alphabet (GOOG)(GOOGL), Microsoft (MSFT), GE Vernova (GEV), KLA Corp (KLAC), Sterling Infrastructure (STRL), DoorDash (DASH), Instacart (CART), Marvell Technology (MRVL), Lumentum (LITE), NextEra Energy (NEE), Dominion Energy (D), AMD (AMD). Host — Tyler Crowe; Guests — Matt Frankel, Jon Quast.
Guests: Matt Frankel,Jon Quast
Published:
Original Broadcast: Gadgets and Gizmos
Steve Caplin explains the problems Apple's customers are having with the new iPhone Duo. Chinese scientists have found a way to make salt saltier so we don't need to consume as much. There are clips from Elon Musk's Grok-created version of Odysseus, which he thinks is better than the cinema version. A smart treadmill is aimed at those who use standing desks. Steve is impressed by TwinGrip pliers which, with an irregular tooth layout, can handle some jobs far better than the standard sort. Sony have produced a gold-plated Walkman which is expensive but unavailable to buy. There's an e-ink self-charging canvas. And the French supermarket fridge attack has been followed by something similar targeting US military bases.
Guests: Steve Caplin
Published:
Original Broadcast: The Business Of Film
James Cameron-Wilson was staggered by the imagery of #4 Wildwood, the longest stop-motion animated feature ever. Set in Portland and surrounding forests, it's an emotionally dark film but is full of humour and superb dialogue. While it is great fun, it is nothing that hasn't been seen before. Not so #17 Klara and the Sun, in which an outmoded robot tries to help a family. TV Wednesday's Jenna Ortega proves herself a superb physical comedienne. The film may annoy some for not being like Ishiguro's novel but it's poignant, funny and visually like a children's picture book come to life. On Amazon Prime is the dreadfully-titled Love of Your Life, produced by Ryan Gosling. Starring Margaret Qualley, it's a complex love story with many gear changes. But nothing is clichéd and the film gets under your skin. It's the best Amazon Prime movie for some time.
Guests: James Cameron-Wilson
Published:
Original Broadcast: This is Money
Inflation is back on the rise again, and it is forecast to keep going up. What does this mean for our finances and how bad are things going to get? Meanwhile, the Budget is looming and, while it's certainly been a much quiter build-up this year, can we be sure that there's no bad news lurking? Georgie Frost, Rache Rickard Straus and Simon Lambert unpick what's going on and look at where we could end up next. Plus, are we seeing rent controls by the back door, how often should you be winning the Premium Bonds, and what are your Budget moans? Hosts — Georgie Frost, Simon Lambert, Lee Boyce, and Helen Crane
Guests: Helen Crane
Published:
Original Broadcast: This is Money
Saving in a self-invested personal pension is a great way to create a side pot from your workplace pension or to build a retirement fund if you are self-employed. On this bonus episode of This is Money, Simon Lambert is joined by Trading 212's chief operating officer, George Mantilas, to discuss everything you need to know about investing in a SIPP. From how to get easily get started, to what you can do to improve your pension saving and keep fees low, they discuss SIPP essentials. These include the benefits of a SIPP, how they work, why people invest in SIPP as well as a work pension, and why investing in a SIPP matters. Also, do fees matter as much as what you invest in?
Guests: George Mantilas
Published:
Original Broadcast: Motley Fool Show
Is the AI boom running out of steam, or is the market simply taking a breather? Travis Hoium, Lou Whiteman, and Jason Hall discuss growing concerns over AI spending, SpaceX's ambitious expansion plans, and signs of weakness in the American consumer. The team also makes bold predictions about the future of AI, Apple, Rocket Lab, and Netflix before highlighting two stocks on their radar. Travis Hoium, Lou Whiteman, and Jason Hall discuss AI bubble fears, SpaceX's spending ambitions, consumer spending weakness, over/under, Netflix's growth challenges and stocks on our radar. Companies discussed: Meta Platforms (META), SpaceX (SPCX), Alphabet (GOOGL), Microsoft (MSFT), Amazon (AMZN), Tesla (TSLA), General Motors (GM), Deckers Outdoor (DECK), Nike (NKE), TJX Companies (TJX), Meritage Homes (MTH), Rocket Lab (RKLB), Apple (AAPL), Netflix (NFLX), Intuitive Surgical (ISRG), MSCI (MSCI). Host — Travis Hoium; Guests — Lou Whiteman, Jason Hall.
Guests: Lou Whiteman,Jason Hall
Published:
Original Broadcast: Motley Fool Show
Netflix is showing signs of maturity as growth slows, but is its valuation becoming attractive? SpaceX reported explosive revenue growth, and Elon Musk is projecting a staggering $1 trillion annual revenue run rate by the end of 2027. Travis Hoium, Lou Whiteman, and Jon Quast break down SpaceX’s transformation into an AI powerhouse, the risks of massive data centre investments, and a potential merger with Tesla. Travis Hoium, Lou Whiteman, and Jon Quast discuss Netflix’s slowing growth, streaming advertising opportunities, SpaceX’s AI Transformation, Musk’s trillion-dollar ambitions, AI infrastructure risks, and Tesla — SpaceX merger. Companies discussed: Netflix (NFLX), Apple (AAPL), Alphabet (GOOGL), Disney (DIS), SpaceX (SPCX), Tesla (TSLA), T-Mobile (TMUS), Cloudflare (NET), Amazon (AMZN), Meta Platforms (META), Vertiv (VRT), Nvidia (NVDA). Host — Travis Hoium. Guests — Lou Whiteman, Jon Quast.
Guests: Lou Whiteman,Jon Quast
Published:
Original Broadcast: Modern Mindset
New research from the law firm Simpler Law has shown that there’s been an almost 300% increase in adults under the age of 34 having a will written for them so far this year. It paints quite a stark picture, where a lot of young people are preparing their family and their assets in the event of the worst-case scenario — so why is this happening? Rory McGowan is joined by Helen Claydon, the Chief Legal Officer at Simpler Law, who have released this research in October '26.
Published:
Original Broadcast: Gadgets and Gizmos
Steve Caplin explains that the world is slowing down and that there will be a leap hour to solve the problem – in about 1,000 years. The new Tesla has a model that will flip the car as it jumps over a truck. A planned space mission to our nearest star will take 80,000 years. A crowd-funded AI screwdriver that has 52 bits sounds very useful but is also very pricy. After a container ship in the Strait of Hormuz hit a mine, fishermen have been hauling in new iPhones. Just Eat has had to halt AI providing images for food after it bizarrely misinterpreted items like "breakfast soda". However, AI has managed to crack the code Napoleon used in a letter to his generals in 1809.
Guests: Steve Caplin
Published:
