The semiconductor industry may have hit bottom based on some recent earnings, but is it only up from here? Tim Beyers and Deidre Woollard discuss the challenges with standing up semiconductor factories in the U.S., the different types of chips Taiwan Semiconductor produces and what companies use them, and the restrictions that impact ASML. Plus, 18 minutes in, Kirsten Guerra and Deidre Woollard explore what solar inverters do and which companies are profiting from this growing niche. Companies discussed: ASML, TSM, NVDA, AAPL, ENPH, SEDG. Host - Deidre Woollard; Guests - Tim Beyers, Kirsten Guerra
Guests: Tim Beyers,Kirsten Guerra
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When Silicon Valley Bank collapsed, some investors thought Charles Schwab could be next. But, the bank with $8 trillion in client assets is proving to be resilient. Ricky Mulvey and Asit Sharma discuss Schwab’s cash sorting problem, take-aways from bank earnings, and a deadline for the Microsoft/Activision deal whooshing by. Plus, 11 minutes in, Robert Brokamp answers listener questions about 529 plans, target-date funds, and investing in a 401(k). Companies discussed: SCHW, MS, PNC, BAC, MSFT, ATVI. Host - Ricky Mulvey; Guests - Asit Sharma, Robert Brokamp
Guests: Asit Sharma,Robert Brokamp
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This episode originated from a woman being informed, after the event, that a scan during pregnancy carried a very low possibility (1:54,000) of increased risk of cancer for her or her unborn child. The mind often finds it difficult to cope with situations like these, and intrusive, compulsive negative imagination can take over. Adam Cox seeks to put these thoughts into perspective, encouraging a more positive view of present and future while accepting that what's done is done. If something irrational is gnawing away inside you about something that's happened or that you've heard, this episode could be of some help.
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Original Broadcast: The Bigger Picture
Professor Tim Evans of Middlesex University thinks the PM and other politicians should avoid playing the central planner and let the increasingly dynamic education market decide which degrees are worthwhile. He feels it obvious that Britain must adopt Small Modular Reactors but wonders if politicians have the guts in the face of vocal opposition. And he is gravely concerned about the threat to free speech if banks are allowed to cancel the accounts of those whose views they disagree with.
Guests: Professor Tim Evans
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Original Broadcast: The Business Of Film
James Cameron-Wilson eulogises Mission Impossible - Dead Reckoning Part One, which has not only sent the UK box office up 58% WOW (and 80% YOY), but has single-handedly rescued the reputation of the blockbuster. Exciting, funny and with excellent acting throughout, the #1 film is the highlight of a dreadful summer and an action movie even those who usually spurn them might enjoy. Not so the documentary Name Me Lawand at #35, which James felt was poorly made. He was no more enthusiastic about horror thriller Run Rabbit Run on Netflix.
Guests: James Cameron-Wilson
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Original Broadcast: Gadgets and Gizmos
Steve Caplin marvels at the $190,000 paid for an original, unopened iphone, at AI helping conquer the world record for juggling and defeating cold callers, at a laser device to rid Western Australia of feral cats, at a music system to keep cows grazing in the right place, at a system to reduce methane in cow dung – that appears utterly impractical, at a new way of charging electric cars that might mean they can enter the 24hr Le Mans race, at a crowd-funded portable hammock, at a device to counter car theft and at the possibility that humans could soon grow new teeth, much like sharks.
Guests: Steve Caplin
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Original Broadcast: The Financial Outlook for Personal Investors
Danni Hewson of A J Bell talks to Simon Rose about the market reaction to this week's fall in inflation, explaining why investors have seemed so euphoric. She discusses the sectors that have been hardest hit – and now are benefitting most – from inflation turning downwards, such as housebuilders, consumer-facing stocks and companies in the hospitality sector.
Guests: Danni Hewson
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Original Broadcast: Thought for the Week
With aggregate annual licence fee income of £3.7 billion, a degree of self-interest and parochialism which permeates its coverage, and swiftly-reducing interest from young people, the BBC's 100th anniversary poses more questions than answers. Meanwhile the National Health Service, celebrating its 75th anniversary, spends over £158 billion a year in England alone: but still struggles with record waiting times and dismal GP service to patients — yet more evidence of the dysfunctionality of quango monopolies. Background music: 'The New Order' by Aaron Kenny
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Original Broadcast: This is Money
Artificial intelligence has burst into the headlines over the past year and generated excitement among investors. But as with any exciting new technology that has generated a lot of hype, there will be pitfalls for investors along the way. If you want to invest in the AI revolution, what other companies could benefit and what do you need to consider. This is Money's Simon Lambert speaks to eToro’s Sam North to find out more.
Guests: Sam North
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If you bank with the one of the giants, you might be helping pad their bottom line. Jason Moser and Matt Argersinger discuss why they’re watching margins and inventory levels this earnings season, how interest rate spread pushed JP Morgan to a stellar quarter, and how short sellers are creating big YTD returns for beaten-up companies. Plus, 19 minutes in, Deidre Woollard speaks with Steve Wyett, the Chief Investment Officer at Bok Financial, about how shifting interest rates have affected consumers and asset allocation, and the divide between the big banks and everyone else. Finally, 31 minutes in, Jason and Matt break down two stocks on their radar: Franklin Electric and Disney. Stocks discussed: JPM, PEP, CVNA, RDFN, CMG, DPZ, FELE, DIS. Host - Dylan Lewis; Guests - Matt Argersinger, Jason Moser, Deidre Woollard, Steve Wyatt
Guests: Matt Argersinger,Jason Moser,Deidre Woollard,Steve Wyatt
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