Original Broadcast: The Financial Outlook for Personal Investors
Stockmarkets are so chaotic in the wake of Trump's various announcements that we're delighted to replay a short summary clip called 'Superinvestors' from August 2017. In a partnership with publishers Harriman House, Share Radio produced its first audiobook 'Superinvestors', written by Matthew Partridge and read by some of Share Radio's best known presenters. 'Superinvestors' lays bare the investing secrets of legendary investors - from early 20th-century figures such as Benjamin Graham and John Maynard Keynes, through to more modern names such as Anthony Bolton and Warren Buffett — download it at https://www.harriman-house.com/superinvestors . If wisdom improves with age, this might be useful today ..
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Original Broadcast: The Business Of Film
This week James Cameron-Wilson is joined by Chad Kennerk, our occasional American correspondent fresh from his trip to CinemaCon in Vegas. James is thrilled to see that the UK box-office has leaped a phenomenal 168.7% from the previous weekend, thanks to the video game adaptation 'A Minecraft Movie' with Jason Momoa and Jack Black. At #4 is 'Death of a Unicorn', a farcical horror comic that is inept on almost every level, save for the presence of Jenna Ortega. However, at #7 is the Oscar-winning animated feature 'Flow', which James claims is the best film of the year so far, being an enthralling, mystical, frequently quite funny, wondrous, haunting and even a pulse-accelerating experience. He was less happy with 'The Electric State' on Netflix, a $320 retro-futuristic mess with Chris Pratt and Mollie Bobby Brown which he describes as being overblown, heavy-handed and visually cluttered.
Guests: Chad Kennerk
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Original Broadcast: The Financial Outlook for Personal Investors
Chloe Won Yung Shin of Edison Group discusses Michelmarch Bricks' recent results. It makes 122m bricks and pavers a year, has a strong balance sheet and should benefit from the UK's structural shortage of housing. On a discount to its peers, it has 7% of the market with further upside potential. Andy Murphy, director of content for Industrials at Edison is intrigued by Smiths News. A regional distributor of newspapers and magazines, it is handling a declining market well, stripping costs back and diversifying by collecting dry waste from those shops it delivers to. It's a cash generative business that has long been ignored and undervalued and yields twice its PE.
Guests: Andy Murphy,Chloe Won Yung Shin
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Original Broadcast: The Business Of Film
James Cameron-Wilson reports that the box office is down 14%. #2 is A Working Man, a violent, noisy and hugely unrealistic shoot-em-up with Jason Statham scything through Russian baddies as he tries to rescue his boss's daughter. It's like a poor knockoff of Taken. James hugely recommended Novocaine at #5 with Jack Quaid a man incapable of feeling pain. Although occasionally violent there are a lot of laughs and some superb twists (and more plausible fights) in a beautifully-plotted film. He also recommends – for those with strong stomachs – the 5-time Oscar-nominated Demi Moore horror movie The Substance. It's now out on disc and is a must for horror fans.
Guests: James Cameron-Wilson
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Original Broadcast: Gadgets and Gizmos
Steve Caplin is impressed by a Chinese car with predictive suspension that remains level going over bumps and can even travel on three wheels. China also launches pilotless air taxis. There's a personal VTOL and a zero-emission hydrogen-electric jet. The AI Therabot can lower depression by 51%. A top accounting firm is having to train its GenZ workers how to use telephones. AI can improve your prospects for internet dating. And the University of San Diego has developed a pneumatic 3D-printed six-legged soft-body robot.
Guests: Steve Caplin
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Original Broadcast: The Bigger Picture
Professor Tim Evans of Middlesex University says that people should not look at Trump's tariffs in isolation. They are only part of his strategy. The press ignored his remarks on the US needing legal immigration, supply-side reforms and a new tax regime to unleash the country's potential. There are risks but, if he succeeds, we could be in a different world. While the UK government considers tinkering with ISAs, Tim says that savings are underestimated and that you can't have capitalism without capital and we need more financial education. He also cheers the fact that the UK will have its first rocket launch this year, enabling us to participate in the vast and growing satellite market.
Guests: Professor Tim Evans
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Original Broadcast: The Bigger Picture
Professor Tim Evans of Middlesex University says that if the markets turn against the government then it is real trouble. If Reeves increases taxes in the Autumn, as many expect, then we will be in a doom loop. He admires an idea from Dr. Madsen Pirie of the Adam Smith Institute for using a blockchain approach to speed up the lamentable speed of the UK housing market. Why can the Americans move so easily? And he discusses the record fine imposed on the University of Sussex over the case involving Professor Kathleen Stock, a big victory for defenders of free speech.
Guests: Professor Tim Evans
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Original Broadcast: The Business Of Film
With box office + 63%, James Cameron-Wilson says #1 Snow White is neither as bad nor good as some would have it. Rachel Zegler lights up the screen but the CGI dwarves make it feel like an animated remake. It's not a new classic. #7 The Alto Knights has Robert de Niro playing 2 rival gangsters at once, a truly bad idea. It's misjudged and incredibly boring. James recommends documentary A Thinking Game if you can find it. O'Dessa, on Disney+, is a dotty, cheap and nasty, post-apocalyptic rock opera, with Sadie Sink considerably better than the movie which is a real rag bag of influences.
Guests: James Cameron-Wilson
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Original Broadcast: Gadgets and Gizmos
Steve Caplin discusses a hybrid STOL plane which is as quiet as a vacuum cleaner and only needs a 100m-long runway. Amazon's plan for UK drone deliveries might be kiboshed by the CAA insisting on one pilot for each drone. There's an example of just how realistic GPT is when you chat to it. Placebos are the most effective way of treating PMS. Running a marathon shrinks your brain. There's a bizarre crowdfunded watch. Farmers with unhappy crops are being offered a (possible) solution. And heavily-polluting concrete may be a thing of the past with the future use of seawater instead of sand.
Guests: Steve Caplin
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Original Broadcast: The Financial Outlook for Personal Investors
Russ Mould says that with the OBR lowering its growth and raising its inflation target, stagflation looks even more likely. The concept of "fiscal headroom", he says, is pure rhubarb but the bond market seemed content with what Rachel Reeves had to say, even though the UK's interest bill is higher than the defence budget. However, tariffs are going to complicate things. With the NASDAQ this year's worst market so far and Hong Kong the best, the mood music is changing. Investors must think about whether the environment for the next ten years is going to be different than the previous ten.
Guests: Russ Mould
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