Original Broadcast: The Bigger Picture
Political commentator Mike Indian wonders why the revelations about Lord Mandelson weren't caught in the vetting process but his sacking tops a bad week for the Prime Minister. Mike says that Angela Rayner will be missed: she spoke to Labour voters who Starmer can't reach. Mike expects she will return to the cabinet within a year or so and may yet end up as the party's leader. The PM needs a deputy leadership election like a hole in the head as it will allow grievances to be aired; some are calling it a referendum on his performance. Mike also summarises what he feels should be in the autumn Budget.
Guests: mike indian
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Original Broadcast: The Financial Outlook for Personal Investors
Russ Mould of A J Bell returns to the topic of mining, particularly copper, in the wake of the link-up of Anglo American and Teck Resources. Copper is a great guide to the economic weather, with many industrial uses and being essential to electrification. Although nobody seems to be discussing it, Teck was trading at a big discount and has many possible synergies with Anglo. Russ also discusses some of the many indicators he finds useful as a guide to what markets are thinking.
Guests: Russ Mould
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Original Broadcast: The Bigger Picture
After the arrest of comedian Graham Linehan for social media comments, Professor Tim Evans of Middlesex University says we cannot go on behaving like this and expect our friends in the United States to go on supporting us in our quest for a free sociey. We are humiliating ourselves internationally and spiralling into a broader delegitimation crisis. Argentinian President Milei calls himself an anarcho-capitalist. But what is that? Tim explains a world of scholarship dating back over 150 years. And with the Tories so low in the polls, distrusted and in no man's land, he asks if the Conservative Party might already have died.
Guests: Professor Tim Evans
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Original Broadcast: The Business Of Film
James Cameron-Wilson loved the start of beautifully-written black comedy The Roses (another remake) at #1. But he liked the characters played by Olivia Colman and Benedict Cumberbatch so much that it became painful and hard to stomach as it turned darker. He preferred #6 Caught Stealing, a freewheeling caper set in 1998 with Austin Butler, directed by Darren Aronofsky. It's an inventive and often very funny surprise. He found #43, Slovenian Little Trouble Girls, an awakening drama set in a Catholic school, sensitive and a breath of fresh air. He had few good words to say about Netflix's The Thursday Murder Club with the likes of Helen Mirren, feeling it like a poor TV movie from another era.
Guests: James Cameron-Wilson
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Original Broadcast: Gadgets and Gizmos
Steve Caplin says Tesco are trialling tech that knows if avocados are ripe while Waitrose is testing ways of paying for shopping without needing to check out. Chinese scientists have developed houseplants that light up while, in Taiwan, they think lives could be saved if couriers carried defibrillators. Steve's kettle has told him it's time he cleaned it out. A new Kickstarter project will locate objects with RFID tags. And a venture capitalist rues using AI, which maliciously deleted his database and months of work in seconds.
Guests: Steve Caplin
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Original Broadcast: The Financial Outlook for Personal Investors
Finlay Mathers of Edison highlights Futronic, an AIM-listed UK technology company specialising in extremely-high-frequency radio solutions for space, defence and communications. They've recently seen a sharp increase in growth and new contracts with Space X now account for almost half their revenue. Although it has a high rating, this reflects the step change in Futronic's growth rate. He also discussed BP, which has shifted back to its roots, focussing on shareholder returns and reducing costs.
Guests: Finlay Mathers
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Original Broadcast: The Bigger Picture
With Keir Starmer replacing his PPS, the third senior member of staff to leave, political commentator Mike Indian says it gives an impression of ineffectiveness and fosters a bunker mentality at the government's heart. Now that Reform is having to put meat on the bones of policies with its deportation plan, Labour must address the small boats problem. Although the Budget will now be largely written, Mike's advice is for the Chancellor to be bold and use a wealth tax to pay down debt and encourage people to save for their grandchildren's future and help bring down the cost of living.
Guests: Mike Indian
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Original Broadcast: The Business Of Film
James Cameron-Wilson says that the top five UK films have the lowest take since 2022. #6 The Life of Chuck with Chewitel Ejiofor and Tom Hiddleston is a challenging and original fantasy which is beguiling, terrifying and yet life-affirming. Highly recommended. #10 Eddington has Joaquin Phoenix in a satire of America as the pandemic hit. Although thought-provoking it meanders, isn't always credible and is far too long. James thoroughly enjoyed Netflix's Night Always Comes with Vanessa Kirby, a formulaic thriller but nonetheless a genuinely gripping one.
Guests: James Cameron-Wilson
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Original Broadcast: Gadgets and Gizmos
Steve Caplin says a robot dog can now play badminton – as well as a 7-year-old. Mobile phone conversations can be picked up by radar, with limitations. After a trial, 3,500 solar-powered postboxes which accept parcels are being rolled out. The Guinness Book of Records is 70 years old; Steve tells us his favourites. The African Union is complaining that Mercator maps skew the size of land masses. There's a website that will show you proper country comparisons. And scientists have found a way to transplant behaviour – in fruit flies.
Guests: Steve Caplin
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Original Broadcast: The Financial Outlook for Personal Investors
Russ Mould of A J Bell suggests that miners and commodities are looking interesting. Greek energy and commodity giant Metlen is about to join the FTSE 100 although only 20% of it is metals-related (the rest is in energy). But gold and silver have been on a tear, copper is up, as is iron ore,and yet commodities are still at a multi-year cyclical low. Investors need to be careful about investing in indvidual companies, given the problems just revealed at Hochshild. But exposure to a basket of mining and commodity companies could be sensible.
Guests: Russ Mould
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