Original Broadcast: The Bigger Picture
Professor Tim Evans of Middlesex University says that people are misreading Donald Trump. Discussing Greenland, Gaza, the Panama Canal, North Korea, NATO and more, he says that there is coherency there. Trump enjoys chaos and is actually thinking several chess moves ahead. He is forever and a day a New York real estate developer – loud, proud, bold and radical. Tim feels that with Reform consistently ahead in the polls and poised to have the largest UK party membership, this is the most important development in British politics in 40 years. The Conservative Party may haemorrhage money, talent and members and could even find themselves the fourth party behind the LibDems at the next election.
Guests: Professor Tim Evans
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Original Broadcast: The Financial Outlook for Personal Investors
Russ Mould of A J Bell looks at activist investors in the wake of Elliott's interest in BP, listing the many companies in similar positions. He explains the four principal things they are looking for and they only tend to get loud and aggressive if they feel they are being ignored. Any CEOs whose companies fit the criteria should be prepared for activist interest, particularly as the UK market is so cheap compared to the US. Private investors may benefit from activist investors, providing they are interested in the long-term health of the company concerned.
Guests: Russ Mould
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Original Broadcast: Thought for the Week
Whatever you may think of trade tariffs, there is no doubting the massive trade imbalance that has developed between China and the United States over the past three decades. Deliberate currency manipulation has enabled China to become the world's factory through resisting any meaningful appreciation of the Renminbi against the U.S. dollar. Parts of Europe have also suffered much economic damage as a result of the failure to balance out regional economic differences. If strong, accommodating economic control cannot be delivered, freely-floating currencies are the answer — but not tariffs. Background music: 'Something Is Wrong' by Sir Cubworth
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Original Broadcast: This is Money
Georgie Frost, Simon Lambert and Helen Crane consider reducing interest rates — are they opening up a divergence between central banks in the U.S., the UK and Europe? What are the implications for mortgages and savings? They consider how investments fared in the pandemic crash and rebound, and what the implications might be as a result of Trump's trade wars. And they review Nectar's stolen points problem.
Guests: Helen Crane
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Original Broadcast: Motley Fool Show
DeepSeek hasn’t dissuaded big tech’s on cloud buildout spend. Ron Gross and Jason Moser discuss what the Jobs report and the tariff headfake mean for the big macro, earnings from Amazon and Alphabet, and big tech’s $300B cap ex plans for 2025, and PayPal’s good quarter/bad reaction, Spotify’s music streaming supremacy, and Chipotle’s plans to burrito the world. Then, 19 minutes in, this year’s Super Bowl offers a rematch from two years ago, a Kendrick Lamar halftime show, and if the NFL regular season’s been any indication – plenty of ads for sports betting Ricky Mulvey caught up with Motley Fool analyst Nick Sciple for the investing angle on legalized sports betting and why parlays are the penny stocks of gambling. Finally, 34 minutes in, Ron and Jason break down two stocks on their radar: Academy Sports And Outdoors and Uber. Stocks discussed: AMZN, GOOG, GOOGL, PYPL, SPOT, CMG, DK, MGM, AOS, UBER. Host - Dylan Lewis; Guests - Ron Gross, Jason Moser, Ricky Mulvey, Nick Sciple
Guests: Ron Gross,Jason Moser,Rickey Mulvey,Nick Sciple
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Original Broadcast: Motley Fool Show
Think you know how the trade wars will shake out? Don’t bet on it. Jim Gillies and Ricky Mulvey discuss the reaction to potential tariffs in Canada, separating your political ideas from your investments, and PayPal’s $15 billion buyback authorization. Then, 16 minutes in, Alison Southwick and Robert Brokamp offer some ways to get your 401(k) in better shape. Companies mentioned: PYPL. Host - Ricky Mulvey; Guests - Jim Gillies, Alison Southwick, Robert Brokamp
Guests: Jim Gillies,Alison Southwick,Robert Brokamp
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Original Broadcast: Modern Mindset
Adam Cox is joined by Thea Watson from Bright HR. They discuss a new report carried out by Bright HR, all about business confidence. What did it find? Well, it shows how 68% of UK businesses who have embraced a technology strategy see growth as their number one objective for 2025.Shockingly though, over half of all survey respondents — many without a tech plan — say they are not expecting to grow in 2025, and more than a quarter are simply looking to survive. https://www.brighthr.com/
Guests: Thea Watson
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Most people carry burdens of guilt and shame, perhaps from decades ago. Sometimes it's not due to personal responsibility, but part of a wider issue. This episode helps to come to terms with these things, to let them go. Whether they have served their purpose or call for some forgiveness, this episode can help with moving on.
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Original Broadcast: The Business Of Film
James Cameron-Wilson says that UK box office is down for the fifth week in a row. #3 is Companion which James says is best enjoyed knowing little about it. It has laughs, thrills and plenty of surprises but is essentially a black comedy. Steven Soderbergh's horror Presence has slipped to #20 but James found it a one-trick pony with little flesh on its bones, short though it is. He suggests everyone avoids at all costs Amazon Prime's matrimonial romcom You're Cordially Invited. With Will Ferrell and Reese Witherspoon, it is depressing, irritating and mean-spirited and beggars belief in its awfulness.
Guests: James Cameron-Wilson
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Original Broadcast: Gadgets and Gizmos
For the 500th show, Steve Caplin takes a look back at some of the highlights of 10 years of Gadgets & Gizmos. He covers sprayable sleep, cows imitating zebras to ward off mosquitoes, crows collecting cigarette butts, NFTs, self-parking slippers, KFC chicken-tasting nail polish, the first human head transplant, the Skunklock noxious bike lock, Refrigerdating, the robot dog flamethrower, ant populated gin and how to make pain relief pills 10 times more effective.
Guests: Steve Caplin
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