Original Broadcast: The Bigger Picture
Political commentator Mike Indian discusses President Trump's recent statements on Ukraine, accusing it of having started the war, blocking elections and President Zelensky of being a dictator. How viable is Keir Starmer's statement that the UK will stand by Ukraine? After 78 years, relying on NATO for joint defence is no longer a certainty and puts presure on the UK's spending priorities. He also discusses the lack of awareness shown by Labour MPs over their offensive WhatsApp messages. Taken with other things, like gifts and fibs on CVs, it is death by a thousand cuts though Labour's big majority means that most MPs – bar Reeves – are expendable. However, the local elections could weaken Starmer's authority.
Guests: Mike Indian
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Original Broadcast: The Financial Outlook for Personal Investors
Russell Pointon of Edison Group discusses their latest ConsumerWatch report. Despite weak consumer confidence and low economic growth, the sector did well at the end of 2024. Looking ahead, they expect progress from every sub-sector. Those likely to prove consistently strong are hotels, restaurants and leisure with 27 companies highlighted, among them Topps Tiles, Deliveroo, M&S, Next and Hollywood Bowl. The report is on the Edison website. Russell also discussed BAT, which has just had full-year results. They anticipate getting half their revenue in future from smokeless products. It's a company that is innovating and, as a result, better growth and profits are coming through.
Guests: Russell Pointon
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Original Broadcast: The Business Of Film
James Cameron-Wilson reports on box office +13%. Avoiding animated #1 Dog Man, he found #5, September 5, a true-life drama about TV's coverage of the Munich Olympics kidnapping of Israeli athletes totally engrossing, if uncomfortably timely. At #6 is The Brutalist. Despite admiring its many exceptional attributes, including the acting, he found the characters in this 215-minute labour of love tiring. He admired the film but has no wish to see it again. He enjoyed The Gorge on Apple TV+ which begins as a Tom Clancy thriller but ends up being more like a Richard Curtis movie. He found it barmy, surprising and ludicrous.
Guests: James Cameron-Wilson
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Original Broadcast: Gadgets and Gizmos
From the world of tech, Steve Caplin talks about the perfect way to cook a boiled egg and a giant barbecue that is controlled by your mobile. There's a touchscreen display for a bicycle, a camper van for an eBike and a one-bedroom flat that fits into a trailer and can be set up by one person in an hour with all – or at least most – mod cons. Glasses are to have hearing aids built into them to reduce discomfort, an ePaper frame will display your photos on the wall and you will soon be able to touch up your old videos and Super-8 movies and massively improve them.
Guests: Steve Caplin
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Original Broadcast: The Bigger Picture
Professor Tim Evans of Middlesex University says that people are misreading Donald Trump. Discussing Greenland, Gaza, the Panama Canal, North Korea, NATO and more, he says that there is coherency there. Trump enjoys chaos and is actually thinking several chess moves ahead. He is forever and a day a New York real estate developer – loud, proud, bold and radical. Tim feels that with Reform consistently ahead in the polls and poised to have the largest UK party membership, this is the most important development in British politics in 40 years. The Conservative Party may haemorrhage money, talent and members and could even find themselves the fourth party behind the LibDems at the next election.
Guests: Professor Tim Evans
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Original Broadcast: The Financial Outlook for Personal Investors
Russ Mould of A J Bell looks at activist investors in the wake of Elliott's interest in BP, listing the many companies in similar positions. He explains the four principal things they are looking for and they only tend to get loud and aggressive if they feel they are being ignored. Any CEOs whose companies fit the criteria should be prepared for activist interest, particularly as the UK market is so cheap compared to the US. Private investors may benefit from activist investors, providing they are interested in the long-term health of the company concerned.
Guests: Russ Mould
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Original Broadcast: The Business Of Film
James Cameron-Wilson says that UK box office is down for the fifth week in a row. #3 is Companion which James says is best enjoyed knowing little about it. It has laughs, thrills and plenty of surprises but is essentially a black comedy. Steven Soderbergh's horror Presence has slipped to #20 but James found it a one-trick pony with little flesh on its bones, short though it is. He suggests everyone avoids at all costs Amazon Prime's matrimonial romcom You're Cordially Invited. With Will Ferrell and Reese Witherspoon, it is depressing, irritating and mean-spirited and beggars belief in its awfulness.
Guests: James Cameron-Wilson
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Original Broadcast: Gadgets and Gizmos
For the 500th show, Steve Caplin takes a look back at some of the highlights of 10 years of Gadgets & Gizmos. He covers sprayable sleep, cows imitating zebras to ward off mosquitoes, crows collecting cigarette butts, NFTs, self-parking slippers, KFC chicken-tasting nail polish, the first human head transplant, the Skunklock noxious bike lock, Refrigerdating, the robot dog flamethrower, ant populated gin and how to make pain relief pills 10 times more effective.
Guests: Steve Caplin
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Original Broadcast: The Bigger Picture
While "Never Here" Keir Starmer thinks the UK can reset its position with the EU, political commentator Mike Indian believes the government is viewing the stagnating EU with rose-tinted spectacles and that this will not be a panacea for our financial troubles. Despite talking about it a great deal, the government has done little so far to promote growth and Reeves' recent speech highlighting a third runway at Heathrow will do little to change that. We need a better-connected country and should be encouraging local mutuals. Mike finds Trump's ideas for Gaza irresponsible and risks plunging the region back into conflict.
Guests: Mike Indian
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Original Broadcast: The Financial Outlook for Personal Investors
Finlay Mathers of Edison Group thinks investors should keep an eye on IntelliAM which uses AI software to provide solutions to target inefficiencies for companies in the FMCG (Fast-Moving Consumer Goods) sector. Able significantly to reduce the time equipment lies idle, it is small but has really great growth potential. He also looks at the way profit forecasts in the consumer sector are proving more resilient than their underperforming share prices would suggest. He discusses which sectors and companies are doing well and will continue to succeed.
Guests: Finlay Mathers
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