Original Broadcast: The Financial Outlook for Personal Investors
Russ Mould of A J Bell and author of the Telegraph's Questor column wonders why the Chancellor gave a speech about giving a speech, comparing it to Hugh Dalton having to resign in 1947 for letting slip something in the Budget. But the Budget will be important for affecting the 10-year gilt yield, seen as the risk-free rate. Any other investments should be priced to provide higher returns. As examples, utilities are seen as bond proxies as there's little expected capital growth, whereas discounted cash flow models are used to price tech stocks. If the 10-year yield rises, it decreases the value of equities and vice versa. Investors should always bear in mind its importance.
Guests: Russ Mould
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This commentary takes stock of all things 'Share'. as at Autumn 2025 The Share Foundation has made substantial progress: it's enabled over 100,000 young people to claim nearly £¼ billion of Child Trust Funds, and the relatively modest £200 central government grant for opening Junior ISAs for young people in care is enabling substantial local contributions to be raised, accompanied by significant reductions in welfare benefit costs as a result of reduced NEET rates. Meanwhile, Share Alliance's quest for a more egalitarian form of capitalism is steadily building momentum. This is particularly so with research into the potential issuance of equity shares in return for tech businesses which are harvesting our data and creativity while significantly reducing employment opportunities, particularly for young people. Background music: 'Hopeful Freedom' by Asher Fulero
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Original Broadcast: This is Money
Despite repeated assurances that Labour would not break its election manifesto by hiking income tax, it appears it is now under consideration by the Chancellor in the Autumn Budget. Why is Rachel Reeves mulling over this U-turn, how much would it cost us, and would she really dare to do it? Angharad Carrick, Helen Crane and Georgie Frost discuss. Speculation over a 'mansion tax' in the Budget has also reared its head again. The team discuss whether it's a good idea to tax people with pricey homes, and how on earth HM Revenue & Customs would decide whether someone's house is worth more than £2 million or not. Elsewhere, some good news in store, as Goldman Sachs has predicted the Bank of England will cut interest rates at its meeting next week. Does fading inflation and sluggish growth mean this is now on the cards, and would the Bank dare to make a move before the Budget beast is unleashed? The team discuss. They also look at why we're now paying three times the energy standing charges that we were six years ago, and why some chocolate biscuits can no longer call themselves chocolate.
Guests: Angharad Carrick,Helen Crane
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Original Broadcast: Motley Fool Show
2025 has been the year of AI capex (so far). Companies have been announcing huge spending increases and signing deals to secure critical supplies like semiconductors for years into the future. So far, the market has responded well to these announcements. Except today when Meta announced the most ambitious AI capital spending plan of the Magnificent 7 companies and the market blinked. Tyler Crowe, Matt Frankel, and Jon Quast discuss Meta’s ambitious spending plan sending the stock down, Microsoft’s and Alphabet’s earnings and outlook getting mixed reviews, one year without Brian Niccol at Chipotle, and one year with Brian Niccol at Starbucks. Companies discussed: META, GOOG, MSFT, CMG, SBUX, AMZN. Host - Tyler Crowe; Guests - Matt Frankel, Jon Quast
Guests: Matt Frankel,Jon Quast
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Original Broadcast: Motley Fool Show
Microsoft has agreed to a deal that will allow OpenAI to become a for-profit company, likely paving the way for an IPO. The tech giant’s stake will be worth $135 billion and comes with another $250 billion in cloud computing revenue. We also discuss recent jobs news and the future of AI in transportation and medicine. Travis Hoium, Lou Whitemand, and Rachel Warren discuss Microsoft’s $135 billion OpenAI stake, rolling lay-offs in Corporate America, and NVIDIA’s deals in robotics, aviation, and medicine. Companies discussed: Microsoft (MSFT), Amazon (AMZN), Target (TGT), NVIDIA (NVDA), UPS (UPS). Host - Travis Hoium; Guests - Lou Whitemand, Rachel Warren
Guests: Lou Whiteman,Rachel Warren
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Original Broadcast: Modern Mindset
“With the cost of the Jaguar LandRover hack approaching nearly £2 billion, this now stands as the single most economically damaging cyber incident the UK has ever seen — and it should serve as a wake-up call for every board and public body in the country. This isn’t just a technical failure but an economic and operational resilience failure". With over twenty years of experience in information technology and cybersecurity, Simon Onyons brings deep expertise in financial regulation, cyber strategy and operations to help organisations strengthen their security posture and resilience. Simon also serves as Senior Advisor to the UK National Cyber Security Centre (NCSC), where he works on the NCSC Advisory Group to support national initiatives aimed at improving cyber resilience across the UK, and he continues in this role while at Kroll.
Guests: Simon Onyons
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Original Broadcast: The Hypnotist
For those unfamiliar with Schrödinger’s Box: a sealed box contains a cat which can release a gas that would kill it — but has it done so? Until the box is opened, it's all in the imagination. All possibilities exist until they are observed. Such multiple outcomes can exist in hypnosis, although not in reality: so, Adam Cox takes alternative journeys to help people resolve dilemmas which are presenting challenges.
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Original Broadcast: The Bigger Picture
Professor Tim Evans of Middlesex University says getting serious medical treatment abroad has doubled in three years to half a million a year. Private health care hjere grows by 8-10% a year yet NHS waiting lists are still rising. Those now paying twice for healthcare may favour massive change in the NHS. Milei's unexpected mid-term win in Argentina is a huge win for free-marketeers and libertarians and may set a framework for governments wanting to turn their economies around. And with Budget talk of further tax increases, Tim discusses how moving to the United States could cut Britons' tax bills in half.
Guests: Professor Tim Evans
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Original Broadcast: The Business Of Film
James Cameron-Wilson says that October could be the worst for cinema since the late 1990s, despite the high quality of many films. Docudrama #1 Springsteen:Deliver Me From Nowhere is enjoyable, if not emotionally engaging. #2 Regretting You is a mother and daughter drama with great acting but the annoying screenplay makes the characters' lives unnecessarily difficult. He laughed more than he should have done. He loved All Of You on Apple TV+, with Imogen Poots and Brett Goldstein friends in a near-future world. It's a lovely, dramatic, fresh and charming film. He also recommends seeking out the prescient S1m0ne from 23 years ago, with Al Pacino digitally creating an actress.
Guests: James Cameron-Wilson
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Original Broadcast: Gadgets and Gizmos
Steve Caplin says that the massive Amazon outage was caused by nothing more than an empty data record. Google has been providing misleading information on pensions and driving licences. There's a clever AI military helmet. Customers of Starling Bank have a new way of avoiding scams. A device attached to your lavatory can monitor your gut health. A German company is offering to 3D-print personalised bike saddles, if you can translate its website. Scientists have found that the most expensive TV screens are pointless. And battery-grade lithium is now being mined in Cornwall.
Guests: Steve Caplin
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