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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Original Broadcast: The Business Of Film
James Cameron-Wilson says he can't remember when there were so many good movies in the chart. At #6 is Channing Tatum in Roofman, a true tale of a polite crook who hides away in a toy store. Also starring Kirsten Dunst, it's a character study full of great performances. At #9 is After the Hunt with Julia Roberts and Andrew Garfield in a superbly-made ideas movie with an exquisitely calibrated script. On Netflix, The Woman in Cabin 10 with Keira Knighley and Guy Pearce disappointed. It's an old-fashioned thriller set on a luxury cruise, which might be fine if you put your brain in neutral.
Guests: James Cameron-Wilson
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Original Broadcast: Gadgets and Gizmos
Steve Caplin explains about the Amazon AWS outage, the biggest in the history of the internet. He also points out how many Amazon book titles, even best-sellers, are fake and written by AI. He warns against OpenAI's internet browser. He wonders how wise it is using dead animals' DNA to help endangered species. Police in Islington soon intend sending drones to incidents. There's a concept "robot phone" which seems a bit weird. Japanese scientists think they can brew sake in space, for a steep price. And there's a crowdfunded guitar pedal that may please rock musicians.
Guests: Steve Caplin
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Original Broadcast: The Financial Outlook for Personal Investors
Russ Mould of A J Bell says that he is being bombarded with questions about whether there will be a market meltdown. On the negative side are government debt and interest bills which inhibit growth and might lead to a deflationary bust; soaring private debt; the private credit wobble; unbalanced markets; and high valuations. On the positive side the US economy might run hot as Trump wants; central banks might cut interest rates; and AI could produce an amazing productivity boom. Nervous investors should maintain a diversified portfolio and keep nothing that is giving you ulcers or sleepless nights.
Guests: Russ Mould
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Original Broadcast: The Bigger Picture
Tim Price of Price Value Partners (Citywire's #1 fund YTD & over 12 months) feels that the performance of gold this year is less a gold story than a currency one. Freezing Russia's reserves torpedoed the US's funding powers when it has $38tn debt to fund. Since then, central banks have been disinvesting US debt in favour of gold bullion. The fiat currency jig is up. We know what a kilogram is, but no longer what a dollar is. Tim also discusses the malign effect of over-regulation, a fantastic book by Dominic Frisby about gold, how investors can tell when gold and silver have gone high enough and why you should not put your faith in debt and cash.
Guests: Tim Price
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Original Broadcast: The Bigger Picture
With the marking of Margaret Thatcher's 100th birthday, Professor Tim Evans of Middlesex University says that many political experts now rate her even more highly than Churchill, a less successful peacetime Prime Minister. As the IMF warns about the UK's debt, growth and inflation, Labour's inability to cut profligate spending is taking the country to the edge while talk of higher taxes in the Budget is undermining confidence. It feels like all that has changed is the colour of the PM's tie. And, tongue firmly in his cheek, he wonders – with the French Fifth Republic in turmoil – whether what the country really needs is a constitutional monarchy.
Guests: Professor Tim Evans
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Original Broadcast: The Business Of Film
James Cameron-Wilson loved #1 Tron: Ares, the 3rd in the series. It has amazing graphics, a great score and is often very funny. He was impressed with #3 I Swear, set in the Scottish Borders, about a lad with Tourette's. A true story boasting great real performances, it is funny and yet heartbreaking; James had to hold back tears many times. Despite the Oscar buzz he was disappointed with #5 The Smashing Machine. Yes, Dwayne Johnson can act and Emily Blunt is super but it's a dull story. James and Simon both recommend the 4K restoration of the massively influential 1981 French thriller Diva, with an embarrassment of extras. And James thinks Netflix's Steve, produced by and starring Cillian Murphy – about a head teacher of a reform college – may be a touch melodramatic at times but is one of Murphy's best performances.
Guests: James Cameron-Wilson
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