Some are saying it’s a bull market, we’re calling it a giddy one. Ron Gross and Matt Argersinger discuss the latest inflation numbers and the Fed’s plan to “skip” a rate hike, how a small group of companies are driving market returns, and why the rest could catch up, and why the market was hungry for shares of restaurant brand Cava. 19 minutes in, Polina Pompliano shares some unconventional business advice and insights from her new book 'Hidden Genius: The secret ways of thinking that power the world's most successful people'. Then, 35 minutes in, Ron and Matt break down two stocks on their radar: Chevron and Burford Capital. Stocks discussed: CAVA, NDAQ, KR, ORCL, SPOT, SHOP, CVX, BUR. Host - Dylan Lewis; Guests - Matt Argersinger, Ron Gross, Polina Pompliano
Guests: Matt Argersinger,Ron Gross,Polina Pompliano
Published:
Original Broadcast: Motley Fool Show
Netflix’s is aiming to return to growth by cracking down on password sharing. Jim Mueller and Dylan Lewis discuss the encouraging data behind Netflix’s password crackdown and ad-supported membership, why it still might be a bit early to bank on those growth levers for Netflix, how Disney, Apple, Amazon are eying advertising, and how it could reshape streaming TV. 15 minutes in, Asit Sharma catches up with Sasan Goodarzi the CEO of Intuit to talk about how his company is using artificial intelligence to grow and Intuit's data advantage. Companies discussed: NFLX, AAPL, AMZN, DIS, INTU. Host - Dylan Lewis; Guests - Jim Mueller, Sasan Goodarzi, Asit Sharma
Guests: Jim Mueller,Sasan Goodarzi,Asit Sharma
Published:
Adam Cox is joined by Dean Hodgson, from Dyno-Rod, to commemorate the 60th anniversary of the brand's dedicated service to plumbing nationwide. They engage in a conversation highlighting the significant transformations that the industry has witnessed and successfully embraced in the past six decades. They explore recent research findings that shed light on the British population's comprehension of plumbing, and, Dean offers valuable suggestions for individuals seeking to minimise expenditure on repairs when lacking the necessary DIY expertise to tackle the issues themselves. https://www.dyno.com/
Guests: Dean Hodgson
Published:
Here's a way of recalling situations where you felt most resourceful to deal with current situations which create fear and anxiety. Adam Cox works with someone whose resourceful memory was from a challenging sailing experience, but who now gets spooked by pigeons: he shows how to break the connection between stimulus and its emotional response by compounding two hypnotic techniques, one of which is described as 'anchoring'.
Published:
Original Broadcast: The Bigger Picture
Professor Tim Evans is fascinated by new figures showing how, in many sectors, non-EU immigrants are now outnumbering workers from the EU. He laments the way in which the inefficiencies of the UK state are piling up disastrous problems ahead that no UK politicians appear prepared to discuss, let alone tackle. And he looks at the EU, which is trying to battle inflation while it is deflation and a chilling recession that lie ahead instead.
Guests: Professor Tim Evans
Published:
Original Broadcast: The Business Of Film
James Cameron-Wilson takes Simon Rose through the UK box office chart, down 35%, thanks to the hot weather. Transformers: Rise of the Beasts is #2 but the 7th in the series didn't impress James, apart from its intriguing 1990s locations. He was more taken by War Pony, a cinema verité look at growing up as Native Americans though it concentrated more on atmosphere than story. On Disney+, Eva Longoria directed the true story of the creation of the Cheetos snack. A little man made good tale, he found it cheesy and clichéd. And James also pays tribute to the actress, and former MP, Glenda Jackson.
Guests: James Cameron-Wilson
Published:
Original Broadcast: Gadgets and Gizmos
Steve Caplin talks tech with Simon Rose. Greek scientists have been working out how to fry chips in space, there's an ultra-wide gaming monitor, a TV you can take to the beach, AI is helping to create the final Beatles song, the UK is trialling smart lampposts and hopes to beam power from space, geothermal power takes a leap forward, there could be a way of abolishing most food waste and NASA hopes to find a way to mine an asteroid.
Guests: Steve Caplin
Published:
Original Broadcast: The Financial Outlook for Personal Investors
Neil Shah of Edison Group explains to Simon Rose that, as Albert Einstein remarked, compound interest is the eighth Wonder of the World. He discusses two companies that exhibit the same characterics. Games Workshop, with its niche Warhammer figurines has international scalability and over the long term produces a sustained return on equity while DiscoverIE has transformed itself and is another self-sustaining business with free cash flow generation. Compared to their peers, both look to be at a discount and they could be good "buy and forget" investments.
Guests: Neil Shah
Published:
Original Broadcast: Thought for the Week
Entrepreneurial activity is the throbbing heart of business and economic growth, but Evelyn Partners have discovered that 40% of business owners are planning to exit within the next year faced by the spectre of a massive rise in Capital Gains Tax if Labour wins next year's General Election. It's therefore critically important that the Shadow Chancellor, Rachel Reeves builds a full understanding of the dynamics of entrepreneurial endeavour and the deep level of commitment and risk shouldered by those seeking to build long-term businesses. Background music: 'The Plan's Working' by Cooper Cannell
Published:
Original Broadcast: This is Money
Universal basic income is a controversial idea and not just because it's money for nothing. Paying everyone a set amount every month as a baseline level of income has intrigued economists and central bank geeks for years. Supporters say it has the power to improve physical and mental health and the economy and society, but critics say it's the start of a slippery slope to state dependency and control. A new proposed trial for 30 people in the UK to get £1,600 a month has put the topic back on the agenda. So — is universal basic income a good or bad idea? Georgie Frost, Lee Boyce and Simon Lambert discuss it on this episode. Also — why aren't our energy bills lower if wholesale prices have plummeted? What can you do if you are caught in the mortgage storm? And finally, which UK shares have done best and worst so far this year?
Published:
