Original Broadcast: Motley Fool Show
After sixty years at the helm of Berkshire Hathaway, the Oracle of Omaha is ready for retirement. Jim Gillies and Dylan Lewis discuss Warren Buffett’s plan to step down as CEO of Berkshire Hathaway, the parallels between Berkshire’s succession planning and Apple’s transition from Steve Jobs to Tim Cook, and the available cash, opportunities, and challenges ahead for Greg Abel and team. Companies discussed: BRK.A, BRK.B, AAPL, BAC. Host - Dylan Lewis; Guest - Jim Gillies
Guests: Jim Gillies
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Original Broadcast: The Business Of Film
James Cameron-Wilson says that #1 Thunderbolts* is keeping the UK box office ticking over. A mildly entertaining Marvel movie starring Florence Pugh and David Harbour, it is very noisy and features dreadful badinage. He was hoping for more from Netflix's Havoc, the biggest feature film ever to be shot wholly in Wales. Starring Tom Hardy, nothing about this John Wick knock-off rings true and, with no character development, it feels endless. After enjoying A Simple Favour, he was disappointed by Another Simple Favour on Amazon Prime. With Anna Kendrick and Blake Lively again, it starts promisingly with some good one-liners but descends into unbelievable farce.
Guests: James Cameron-Wilson
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Original Broadcast: Gadgets and Gizmos
Steve Caplin wonders why scientists have developed a cake with pneumatic robotic dancing bears on top, rechargeable but also edible. Amazon have a new budget service – Haul. DVD anti-piracy warnings were piratical themselves. Spielberg's film Duel is about to become a reality in Texas. Delivery robots will soon be able to climb stairs. EEGs are to be considerably less intrusive. Agatha Christie is now helping budding detective writers – from beyond the grave. And Chinese scientists have worked out how to tattoo tardigrades.
Guests: Steve Caplin
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Original Broadcast: The Bigger Picture
Political commentator Mike Indian discusses the predicted US-UK trade deal which is unlikely to be the full deal pursued by the UK for years but should still be a positive. The Indian deal is a significant one, given that India will be the 3rd biggest economy in the world. Both, however, are examples of how the world is becoming ever more complicated. Mike discusses the local elections, a bad night for both Conservatives and Labour. He doesn't think that Reform's success is a flash in the pan but feels there will be a ceiling on its level of support. He also discusses the remarkable turnarounds in the Canadian and Australian elections, both of which owe a considerable debt to Donald Trump's sabre rattling.
Guests: Mike Indian
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Original Broadcast: The Financial Outlook for Personal Investors
Russ Mould of A J Bell explains that markets are hoping that trade deals might be in the offing to reduce the effect of President Trump's tariffs. It is too early to tell if this is a triumph of hope over expectation or if the UK will be one of the first companies to strike a deal with the US and reduce the effect of tariffs. Russ goes through some of the companies which have explained how they will be affected by American tariffs and which might benefit from the Indian trade deal.
Guests: Russ Mould
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Original Broadcast: Thought for the Week
Nigel Farage's stunning electoral success last Thursday exposed the chronic failure of state-centred socialism and the policy vacuum at the heart of the discredited Conservative party, following a decade of errors of judgement. Thomas Jefferson set out his 'self-evident truths' in 1776, that all are equal in deserving life, liberty and the pursuit of happiness: these, combined with constitutional acceptance of the need for inter-generational rebalancing, provide the real alternative to the narrow populism of the far right. Background music: 'The New Order' by Aaron Kenny
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Original Broadcast: Motley Fool Show
Microsoft just got the market focused on business results again. Nick Sciple and Dylan Lewis discuss Microsoft posting double digit growth across five segments and continuing to put cap ex to work on AI and the cloud, Meta’s advertising present and AI future, and why Microsoft is leading big tech and has the best near-term outlook for the Mag 7 stocks. Then, 17 minutes in, Yasser el-Shimy and Mary Long continue their conversation about Warner Brothers Discovery and shine a spotlight on David Zaslav – the man tasked with leading the media conglomerate into the future. Companies discussed: MSFT, META, AAPL, AMZN, WBD. Host - Dylan Lewis; Guests - Tim Beyers, Mary Long, Ryan Henderson
Guests: Tim Beyers,Mary Long,Ryan Henderson
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Original Broadcast: Motley Fool Show
PayPal is not making noise, but standing firm on its earnings outlook. Jason Moser and Ricky Mulvey discuss how trade disputes are impacting the Port of Los Angeles, what PayPal’s advertising business means for its growth story, and earnings from Spotify. Then, 15 minutes in, Robert Brokamp joins Ricky to discuss some methods to diversify your savings. Companies discussed: WMT, PYPL, SPOT. Host - Ricky Mulvey; Guests - Jason Moser, Robert Brokamp
Guests: Jason Moser,Robert Brokamp
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When it comes to investing, it's stock markets that regularly hog the headlines but it's government bond markets that really matter. Share prices taking a prolonged tumble is one thing but if bonds take a hammering, the financial world starts to really the notice. A textbook example occurred a few weeks ago when in the aftermath of Donald Trump's introduction of US tariffs, stock markets took a dive and the President refused to budge. But when bond market ructions started to get investors and even central bankers worried, Trump appeared to take heed and introduced his 90-day pause. Georgie Frost, Tanya Jefferies and Simon Lambert discuss government bonds, the basics of how they work, why they matter and what impact they have on ordinary investors and our finances. Plus, the state pension top-up mess that refuses to go away, how to find the best SIPP to invest for retirement, and is a care annuity the answer to our care costs problems or just a treatment for the symptoms? And finally, there's been a mass stampede to Cash ISAs: what's going on — and is the tax-free saving allowance still likely to get chopped?
Guests: Tanya Jefferies
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Original Broadcast: Gadgets and Gizmos
Steve Caplin explains the research showing how junk food inhibits the brain. There's a tailor-made Bugatti watch costing a mere $340,000. British scientists plan to weigh the world's trees with a newly-launched satellite. A Newcastle company hopes to grow dinosaur hides in their lab. Urinals could soon be made a little less splashy. Google are trying to talk to dolphins. And Chocolate Digestives are 100 and we've apparently been eating them wrongly for a century.
Guests: Steve Caplin
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