Original Broadcast: Thought for the Week
One of the most welcome features of the UK Budget is the encouragement given to entrepreneurs to start their businesses, scale them to full commercial vibrancy, and stay in the UK rather than taking them overseas: and, for us and The Share Foundation, the special 'Young Entrepreneur's Allowance' in England. This should provide an important alternative for the one million young people not in education, employment or training, and we look forward to it being included in Alan Milburn's forthcoming review. However, it will require an attitudinal transformation for many, and our commentary points to a potential way forward. Background music: 'The Plan's Working' by Cooper Cannell
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Original Broadcast: Gadgets and Gizmos
In the latest robot developments, Steve Caplin discusses robots that can mine and cut overgrown trees beside railways, as well as those which have established a world record for synchronised dancing. Astronauts will now be able to take eyedrops with them into space. Scientists in Singapore have developed a screen that can be woven into the sleeve of a sweater. Others have found a way to send smells via the internet. The new Virgin Galactic plane will take half a dozen passengers to the edge of space: there's a waiting list of 675 even though it costs $850,000. A bitcoin miner can heat your hot water tank at the same time as it mines. And an AirTag has been used to locate a thief stealing valuable stones from old walls.
Guests: Steve Caplin
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Original Broadcast: This is Money
The Bank of England raised interest rates for the first time in three years from 3.75% to 4% last week.It was an 8-1 vote, with the outlier wanting to raise it to 4.25%. What does it mean for our money, can it really help tame inflation and will there be more rate rises in coming months? Simon Lambert, Lee Boyce and Georgie Frost discuss. With many homeowners coming off fixed mortgage deals, many are questioning whether a tracker might be the best home for now — is it a wise move? We answer a listener question. Donald Trump and the Republicans took a bruising in the mid-terms, and Wall Street took a beating on Thursday too with more than £2 trillion wiped off US technology stocks in a day — raising fears of a wider stock market crash. Investors are getting nervous about the vast sums being poured into AI, whether they'll ever see a decent return and that the election results could put the brakes on data centre development. Are you heading for a bleak retirement and is your stingy employer to blame? You might think earning a good salary means you'll have a decent pension — but not necessarily. Almost half of millennials say inheritance is crucial to achieving their financial goals. But new research suggests their parents might have other ideas. And with people living longer, rising care costs and pensions being brought into inheritance tax from April next year, there could be even less to pass on.
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Original Broadcast: Motley Fool Show
AI stocks took a hit this week, but does the sell-off signal a lasting shift in the market’s biggest trade? Travis Hoium, Lou Whiteman, and Emily Flippen discuss the future of AI spending, companies fighting disruption, and Tesla’s shifting EV strategy. They also challenge assumptions about Google Search, S&P 500 diversification, and Big Tech’s staying power before putting two beaten-down stocks on their radar. Travis Hoium, Lou Whiteman, and Emily Flippen discuss: is AI Over?, non-AI opportunities, Tesla ends Cybertruck, are we sure?, Big Tech risks, and stocks on our radar. Companies discussed: Nvidia (NVDA), Duolingo (DUOL), Uber Technologies (UBER), Alphabet (GOOGL), Datadog (DDOG), Tesla (TSLA), Meta Platforms (META), Apple (AAPL), Rivian Automotive (RIVN), Volkswagen (VWAGY), Microsoft (MSFT), Axon Enterprise (AXON), Zebra Technologies (ZBRA). Host — Travis Hoium; Guests — Lou Whiteman, Emily Flippen.
Guests: Lou Whiteman,Emily Flippen
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Original Broadcast: Motley Fool Show
A record number of CEOs have departed for two years running — and it's not because they lacked intelligence or experience. It's because the map they were using became outdated overnight. Motley Fool analyst Rachel Warren talks with Cornelia Choe — international leadership expert, former Morgan Stanley private equity investor, and co-author of 'The Panoramic Leader' — about the hidden warning signs that a management team is operating on autopilot, the three questions she uses to immediately assess whether leadership is truly on top of what's happening, and why in a world where AI has commoditised knowledge, the executives who can see around corners will be the ones worth betting on. Host — Rachel Warren; Guest — Cornelia Choe.
Guests: Cornelia Choe
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Original Broadcast: Modern Mindset
With the next Making Tax Digital deadline tomorrow, new research reveals that half of us don’t know what the scheme involves – and more than half aren’t confident we’d even know if a change to the tax rules applied to us. With many more sole traders and landlords set to join the system next April, joining Rory McGowan to explain what it means and how to stay on top of it is Mark Purdue, the Lead Technology Product Manager at Wolters Kluwer.
Guests: Mark Purdue
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It’s Talk Money Week — a time to get the nation talking about money — but new YouGov research suggests that lots of us are quietly paying for things we have forgotten about, and keeping other money matters to ourselves. Joining Rory McGowan to talk about the findings, and how to start those conversations, is Zoe Burns-Shore from the Money and Pensions Service.
Guests: Zoe Burns-Shore
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Most of us would treat dry eyes, chapped lips, or dry skin without a second thought. New research from BioXtra has found that many Britons experience difficulties eating, speaking, or swallowing because of a dry mouth, and don’t seek professional advice. The survey also revealed that, while people are comfortable managing their eye health, not so many routinely check inside their mouth. So why is dry mouth still being overlooked, and what should people be looking out for? Joining Rory McGowan to discuss this is Oral Health Educator Emma Riley.
Guests: Emma Riley
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Original Broadcast: The Business Of Film
James Cameron-Wilson is delighted by #1 Wicker, an independent movie starring Olivia Colman and Peter Dinklage. A medieval romantic fantasy with a strong flavour of Chaucer, it's about a woman who asks a basket weaver to make her a man. Earthy and very witty, it is a genuine original. He is less keen on Prime Time, a true story in which Robert Pattinson plays the host of a TV show whose aim is to entrap predators. With poor storytelling and characters, James found it a missed opportunity. But, as with its cinema release, he praises French film Love Me Tender, a powerful and nuanced drama about a woman who discovers herself after a separation but gets entwined in a bitter custody battle.
Guests: James Cameron-Wilson
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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
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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
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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
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