Original Broadcast: Gadgets and Gizmos
Steve Caplin reports that Australian researchers have found that coffee sharply reduces heart problems. Nottingham scientists have produced a gel that can strengthen and rebuild tooth enamel. There's a voice-controlled electric blanket that kills dust mites – only on sale in China. Many UK buses made in China have a kill switch which can be operated remotely. There's advice on how to avoid scams on Black Friday, a new AI e-ink paper reader, an outdoor electric trolley, an expensive "sock" to carry your iphone and an explanation of how Anguilla is getting even richer from having the right domain name.
Guests: Steve Caplin
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Original Broadcast: The Financial Outlook for Personal Investors
Neil Shah of Edison Group says that the heathcare sector has had a torrid time recently but that many of the risks that caused the rerating are vanishing. Positives include demographics, innovation and the patent cliff, which is increasing M&A activity. He mentions some good specialist investment trusts worth considering. He also feels that small caps might soon come into their own, with Budget changes possibly benefitting them. There is plenty of value there and Rockwood Strategic, with a concentrated portfolio of just 25 stocks, has a really good track record, aiming for a 15% annual RoR. It's worth looking at their well-designed website.
Guests: Neil Shah
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Original Broadcast: The Business Of Film
James Cameron-Wilson laments that no film grossed more than £1m last weekend. He found #1 Bugonia, directed by The Favourite's Yorgos Lanthimos with Emma Stone to be beautiful cinema. The story, about conspiracy theorists convinced a CEO is an alien, is a tad pretentious but you have no idea where it's going. At #11 is Shelby Oaks, a low-budget horror film from film critic Chris Stuckmann. Sadly, this slim tale is full of the usual horror tropes: James couldn't remember when he'd last been so bored. No boredom in Netflix's A House of Dynamite, though. Kathryn Bigelow directs Idris Elba in a thriller about the US facing a defence emergency. If you're short of time, just watch the first 39 minutes.
Guests: James Cameron-Wilson
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Original Broadcast: The Business Of Film
Steve Caplin is surprised that, despite AWS's massive internet failure, OpenAI will pay it $38bn for computing power. Robot dogs are to be used to deal with Sellafield's nuclear waste. A humanoid housekeeper apparently has to have a human operator. An Australian company has devised a way of skiing indoors in something resembling a giant hamster wheel. Tesla's Cybertrucks are losing their headlights, because mechanics used the wrong glue. China has built the world's first wind-powered underwater data centre. And a solar powered backpack has been devised for homeless people in California.
Guests: James Cameron-Wilson
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Original Broadcast: The Bigger Picture
Political commentator Mike Indian says that the Chancellor's pre-Budget speech is clearly setting us up for tax rises. Labour's biggest mistake was promising not to increase income tax, VAT or National Insurance. With taxes at a high but the British state so sclerotic, people are entitled to ask, "Where is my money going?" Mike found it interesting that at the very moment when it looked as if the Chancellor might have to go over her rental income problems, that was when the Palace chose to strip Andrew Mountbatten Windsor of his titles. It was a miscalculation for it didn't bury the story. But is it appropriate for the Royals to sort this out on their own? Mike believes not.
Guests: Mike Indian
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Original Broadcast: The Financial Outlook for Personal Investors
Russ Mould of A J Bell and author of the Telegraph's Questor column wonders why the Chancellor gave a speech about giving a speech, comparing it to Hugh Dalton having to resign in 1947 for letting slip something in the Budget. But the Budget will be important for affecting the 10-year gilt yield, seen as the risk-free rate. Any other investments should be priced to provide higher returns. As examples, utilities are seen as bond proxies as there's little expected capital growth, whereas discounted cash flow models are used to price tech stocks. If the 10-year yield rises, it decreases the value of equities and vice versa. Investors should always bear in mind its importance.
Guests: Russ Mould
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Original Broadcast: The Bigger Picture
Professor Tim Evans of Middlesex University says getting serious medical treatment abroad has doubled in three years to half a million a year. Private health care hjere grows by 8-10% a year yet NHS waiting lists are still rising. Those now paying twice for healthcare may favour massive change in the NHS. Milei's unexpected mid-term win in Argentina is a huge win for free-marketeers and libertarians and may set a framework for governments wanting to turn their economies around. And with Budget talk of further tax increases, Tim discusses how moving to the United States could cut Britons' tax bills in half.
Guests: Professor Tim Evans
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Original Broadcast: The Business Of Film
James Cameron-Wilson says that October could be the worst for cinema since the late 1990s, despite the high quality of many films. Docudrama #1 Springsteen:Deliver Me From Nowhere is enjoyable, if not emotionally engaging. #2 Regretting You is a mother and daughter drama with great acting but the annoying screenplay makes the characters' lives unnecessarily difficult. He laughed more than he should have done. He loved All Of You on Apple TV+, with Imogen Poots and Brett Goldstein friends in a near-future world. It's a lovely, dramatic, fresh and charming film. He also recommends seeking out the prescient S1m0ne from 23 years ago, with Al Pacino digitally creating an actress.
Guests: James Cameron-Wilson
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Original Broadcast: Gadgets and Gizmos
Steve Caplin says that the massive Amazon outage was caused by nothing more than an empty data record. Google has been providing misleading information on pensions and driving licences. There's a clever AI military helmet. Customers of Starling Bank have a new way of avoiding scams. A device attached to your lavatory can monitor your gut health. A German company is offering to 3D-print personalised bike saddles, if you can translate its website. Scientists have found that the most expensive TV screens are pointless. And battery-grade lithium is now being mined in Cornwall.
Guests: Steve Caplin
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Original Broadcast: The Financial Outlook for Personal Investors
Neil Shah of Edison group feels that Primary Health Properties, which does what it says on the tin, will benefit from the takeover of Assura. 80-90% of its income is backed by the government so the shares can be compared to gilts, except that the company will produce growth and rising dividends. It's on a prospective yield of 7.7%. He is also upbeat on the UK market. American investors are looking for value, yield and safety outside the US and, despite all the doom and gloom, there are positive signs in the UK. Neil thinks there will be a Santa rally this year.
Guests: Neil Shah
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