Original Broadcast: The Business Of Film
James Cameron-Wilson says that box office is down 40% again, even though #1 Zootropolis 2 has become the biggest film of the year worldwide. #18 Ella McCay is from James L. Brooks, who brought us such movies as Broadcast News. It stars Emma Mackey as an aspiring politician, backed by a raft of great actors such as Jamie Lee Curtis and Albert Brooks. Full of terrific dialogue, it reminds James of the great screwball comedies of old. He loved every minute. He was also impressed by Netflix’s Train Dreams, with Joel Edgerton as a logger and railroad worker. This is film as art and does require a degree of patience. He was bewitched by a film which reminded him of Days of Heaven. Also on Netflix is the third Knives Out movie, Dead Man Wake Up. Despite a great cast supporting Daniel Craig, James thought the murder plot was forced and, while there were some great moments, he was ultimately disappointed.
Guests: James Cameron-Wilson
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Original Broadcast: Gadgets and Gizmos
Steve Caplin is intrigued by a ring for your index finger which will capture audio to take notes or set up timers or reminders. Dutch students have invented a modular electric car which has parts you can swap out yourself, including the battery, motors and even body panels. Wacky inventor Colin Furze has come up with a bicycle that has magnetic suspension. There’s a personal AI chef, an AI monitor for your cat’s litter tray, a way of harvesting lithium from dead rechargeable batteries, an expensive portable sauna you can take camping with you and, in Hangzhou in China, they have wheeled out a robot traffic policeman.
Guests: Steve Caplin
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In seasonal spirit after what has felt like an exhausting political year, Mike Indian looks at the Three Unwise Men: Starmer; Trump; and Farage. Not since Attlee has a Labour PM had such internal difficulties and such a short honeymoon. His achievements have been drowned out by U-turns, defeats and gaffes. Labour are expected to do poorly in the May elections. Starmer is resilient and ruthless, but can he recover his authority? The unwisest man is surely Donald Trump. Eccentric and sometimes delusional, there has rarely been a more chaotic period in recent American history. His actions have a massive effect around the world. His health is now in question and it’s unlikely that he will go gracefully when is term is up. Of the three, Farage has had the best year. With just 5 MPs, Reform is polling above 30%. But the Russian links are insidious and it is still too early to predict the next election. We need to see real policies, not empty slogans. The next election will be the most pluralistic since 1923.
Guests: Mike Indian
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Original Broadcast: The Financial Outlook for Personal Investors
Russ Mould of A J Bell comments that, given the headwinds buffetting markets in 2025, you would hardly expect it to have been such a fantastic year for assets. He suggests 5 topics for investors to consider in 2026: interest rates; AI; commodities; small caps; and cash returns. Monetary and fiscal policy (except taxes in the UK) was generally stimulative and looks likely to continue. We have little direct involvement in AI so, if it blows up, the UK will be less affected than other markets. Miners and oils have been great performers this year but the profit upgrades we're now seeing are mostly because of metal miners. Small caps have been nowhere to be seen. Why? It is not healthy if the small and medium-sized companies that employ 90% of workers are struggling. UK investors have seen over £180bn returned to them in 2025. That's over a 6% return on the All-Share Index, which should continue to support UK shares if things continue as they are.
Guests: Russ Mould
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Original Broadcast: The Business Of Film
James Cameron-Wilson says that box office, despite a WoW drop of 17%, is still very healthy. #5 Eternity depicts an afterlife where souls must pick their preferred eternity. Although a comic parable where a woman must choose with which man to spend the afterlife, it fails to work on several levels. James, disappointed by the ending, was not moved. He found the Blu-Ray release of 1954's Apache, directed by Robert Aldrich and starring Burt Lancaster to be a fascinating insight into attitudes of the time. Although at the forefront of those films more sympathetically depicting Native Americans, Lancaster is an unpleasant and hugely misogynistic character while the movie is highly patronising by current standards. James was much keener on Netflix's Jay Kelly, Noah Baumbach's film of a film actor not hugely dissimilar to George Clooney, played by George Clooney, only more unpleasant and egotistical. It has many wonderful scenes, should resonate with many and James loved it.
Guests: James Cameron-Wilson
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Original Broadcast: The Financial Outlook for Personal Investors
Finlay Mathers of Edison discusses BP, which has changed strategy to give an emphasis to shareholder return, increasing investment in oil & gas by 20% while reducing transition investment by 70%. The company will be focussing on cost reductions and efficiency, strengthening its balance sheet and reducing net debt. Neil Shah of Edison returns to the topic of Games Workshop, which he has mentioned here before on more than one occasion. This one-time small company has now entered the FTSE and the shares are up 40% this year. It's an exceptionally well-run business and its Warhammer figurines will become even better known when the Amazon TV series approaches production. It has a very progressive dividend and, while it is on a PE of 30, it is a niche business that should keep growing at pace.
Guests: Finlay Mathers,Neil Shah
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Original Broadcast: The Bigger Picture
Professor Tim Evans adds his voice to those opposing the restriction to trial by jury. It is an ancient right to be judged by one's peers, a democratic safeguard of liberty against an overbearing state. He feels it will lead to a loss of public confidence and democratic illegitimacy of the legal system. Without the rule of law, you don't have trust and without trust you don't have an economy. The government need to find other ways to reduce the legal backlog. While the Chancellor and her advisers appear not to have worked out exactly how EV users will be charged per mile they drive, Tim wonders if she realises that the idea is a darling of the libertarian right, proposed by Milton Friedman back in the early 1950s. It is, in essence, returning to the Georgian era of turnpikes. He feels, though, that it will create an incentive to keep roads in a good state. The era of all roads being "The King's Highway" can no longer be afforded.
Guests: Professor Tim Evans
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Original Broadcast: Gadgets and Gizmos
Steve Caplin says it's been a bad week for Elon Musk. X has been fined €120m for breaching EU digital laws, his Optimus robot demo was disastrous and X's new location facility may help Iranian authorities identify dissenters. He discusses the researchers hoping to make robot hands from lobster shells, the glasses that change focus automatically, a crowd-funding project redesigning a loose-leaf teapot, a printer for children's drawing ideas, an LED light from Ikea and a biodegradable coffin made of mushrooms. He also strongly recommends https://everythingiknow.online, his own new website.
Guests: Steve Caplin
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Original Broadcast: The Business Of Film
For this episode, James Cameron-Wilson is joined by Chad Kennerk, our occasional American correspondent, to discuss the news that Netflix has made an agreement to acquire Warner Bros. Following the separation of Discovery Global for a total enterprise value of $82.7 billion (equity value $72 billion). James covers Disney’s 64th animated feature, 'Zootropolis 2', an entertaining sprint through a world of zoological delights. He raves about awards contender 'Christy', the extraordinary true story of a female boxer in 1990s’ America starring Sydney Sweeney. James was also pleased with the Disney+ release of 'Swiped', in which a tech entrepreneur played by Lily James has her idea for the dating app Tinder swiped.
Guests: Chad Kennerk,James Cameron-Wilson
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Original Broadcast: Gadgets and Gizmos
Steve Caplin plays Santa with Simon his little helper as he unveils his 2025 gadgets Christmas gift guide. Many inexpensive stocking fillers come from AliExpress, like Apple Watch chargers, car phone holders, rechargeable fans and micro wire cutters while, from Amazon, you can get contact cleaner and USB extension cables. Steve even explains where to get winter strawberries. More substantial are portable monitors, bike helmets and iPad cases with keyboards. For the well-heeled, what about a Japanese "human washing machine", a box to display your Rolexes, a hypercar or a James Bond DB5 replica?
Guests: Steve Caplin
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