Original Broadcast: The Financial Outlook for Personal Investors
Russ Mould of A J Bell looks at the housebuilding sector and wonders if, in a tidal wave of bearishness, this is an opportunity for contrarian investors. He suggests bond yield proxies such as REITs are worth looking at. There are many types and, though offices may not fill again, the likes of supermarkets and online warehouses won't vanish. What we're seeing in the markets, he says, is the result of money being mispriced for 14 years and the encouragement of leverage and unwitting encouragement of complexity.
Guests: Russ Mould
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Original Broadcast: The Financial Outlook for Personal Investors
Victoria Scholar of Interactive Investor looks at the rally in the oil price in the wake of Opec+ planning to cut oil output by 2 million barrels a day. While this may mean more misery for the motorist, it could benefit oil companies, despite Shell slumping after its pre-earnings announcement. But with many countries teetering on the edge of recession, could the higher oil price depress economies still further?
Guests: Victoria Scholar
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Original Broadcast: The Bigger Picture
Professor Tim Evans of Middlesex University assesses Liz Truss's first month in office and wonders if the era of the Magic Money Tree is coming to an end. He believes that the Bank of England, which has not performed well since the Financial Crisis, deserves greater scrutiny or it is in danger of sidelining itself. He considers how Europe is pivoting away from China and worries that China may become yet more authoritarian. And, while Labour is riding high in the polls, he believes Keir Starmer has a lot of work to do to make Middle England comfortable with him.
Guests: Professor Tim Evans
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Original Broadcast: The Business Of Film
James Cameron-Wilson reviews horror film Smile at #1 in the UK box office chart, which he found overlong, clichéd and boring, despite a strong central role. He applauded Prima Facie which has now taken over £5m, the first event movie to do so. Despite its long length, he found Blonde, telling a fictionalised life of Marilyn Monroe, to be remarkabe, with Spanish-speaking actress Ana de Armas perhaps the best female performance of the year.
Guests: James Cameron-Wilson
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Original Broadcast: Gadgets and Gizmos
Share Radio's technology editor Steve Caplin tells Simon Rose about the new EU requirement for all small and medium portable electronic devices to have a standard USB-C cable from 2024. Amazon have brought out a raft of new devices, Google are closing Stadia, Tesla has demonstrated a prototype humanoid robot – which can't walk, a work of art has been destroyed to promote NFTs, a next generation razor may not work and scientists have worked out how animals can be used to create batteries, degrade plastic and create hydrogen.
Guests: Steve Caplin
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Original Broadcast: The Financial Outlook for Personal Investors
Russ Mould of A J Bell is slightly puzzled by some of the market reaction to the UK mini-budget, given how little debt, relatively speaking, is being added to the whole, though realising how poorly it was presenting. He thinks investors should get rid of anything causing discomfort in their portfolios as that discomfort could get much greater. He offers advice on the sort of stocks investors should be holding and, for reasons of diversification, wonders if short-term bonds might be worthwhile. But if there's a big shakedown, he says, then bargains will appear.
Guests: Russ Mould
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Original Broadcast: The Business Of Film
James Cameron-Wilson celebrates a box office take which has more than doubled with the Julia Roberts, George Clooney comedy Ticket to Paradise at #1. Sadly, James found it charmless and excruciating. At #2 is Olivia Wilde's Don't Worry Darling with Florence Pugh and Harry Styles, which James found intriguing but ultimately a cop-out. He was more enthusiastic about the rerelease of Avatar which he thought better and more topical than he remembered. He also tells Simon Rose about the top 10 foreign language releases in the UK.
Guests: James Cameron-Wilson
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Original Broadcast: Gadgets and Gizmos
Technology guru Steve Caplin talks to Simon Rose about a record-breaking running robot, a clever seabed camera, repairing the tops of tall buildings with extruding drones, how to make driverless cars safer for pedestrians, a lamp that not only follows you but also offers emotional companionship, turning plastic into diamonds and how VR goggles can be used for sedation.
Guests: Steve Caplin
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Original Broadcast: The Bigger Picture
Political commentator Mike Indian discusses with Simon Rose the Chancellor's mini-budget and the market turmoil it caused, as well as criticism from the International Monetary Fund. Arguing that previous dashes for growth didn't end well, he asks if there really is a correlation between the tax burden and growth and whether the level of regulation in the UK really is too high? He also looks at the Labour Party conference, understanding the confidence but pointing out that Keir Starmer is still missing a narrative of excitement.
Guests: Mike Indian
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Original Broadcast: The Financial Outlook for Personal Investors
Victoria Scholar of Interactive Investor discusses with Simon Rose the Fed's hiking of interest rates by 75 basis points, with indications they have further to go. The move strengthened the dollar still further. In the UK, the Bank of England opted for a 50 basis point rise, rather than 75 (the highest level since 2008), with the MPC split over the decision. With the pound continuing to weaken, she also discusses why former ratesetter Danny Blanchflower has said investors should short sterling.
Guests: Victoria Scholar
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