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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Original Broadcast: The Business Of Film
James Cameron-Wilson boosts #2 Sinners again but also enjoyed #4 The Accountant 2, again starring Ben Affleck 8 years on. With a plot like a chess game it is smart, entertaining and often very funny. #22 is The Friend with Naomi Watts & Bill Murray. A handsomely acted look at death, it feels like the adaptation it is and lacks drama. Much better is #28 Julie Keeps Quiet. This rivetting and topical Belgian film about a young tennis player in crisis has an electric central performance. James enjoyed Viola Davis as the US President in G20 on Amazon Prime. A topical thriller it is entertaining but silly, falling about halfway between Segal and Cruise.
Guests: James Cameron-Wilson
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Original Broadcast: The Financial Outlook for Personal Investors
Chloe Won Yung Shin of Edison Group thinks investors should keep an eye out for Metlen. It's a Greek energy and metals company with a €6bn market cap heading for a second listing in London later in the year, where it may join the FTSE100. It's Europe's only aluminium producer and has an increasing interest in producing critical metals. IP Group invests in intellectual property businesses, mainly in the UK. As a result of recent headwinds it is trading at over 70% discount to net asset value. But there are plenty of positives about the business. Both are discussed on Edison's website. https://www.edisongroup.com
Guests: Chloe Won Yung Shin
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Original Broadcast: The Bigger Picture
Professor Tim Evans of Middlesex University believes China's big problem is not Trump but its domestic economic woes. The extraordinary property bubble has left more vacant homes than the massive population. With high youth unemployment, China is potentially in a downward spiral, fuelled by widespread pessimism. Tony Blair has exposed the schism in Labour over the dash to Net Zero and with Trump's push for energy supremacy and oil prices falling, we may soon get the called-for "reset of the debate". While it's unclear if Trump's first 100 days will be judged a success, he has nonetheless pushed through some amazing reforms and changed global discourse in a way not seen since the days of Thatcher & Reagan.
Guests: Professor Tim Evans
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Original Broadcast: Thought for the Week
Climate change deniers may be in the hot seat across the Atlantic, but there is still a real determination to tackle global warming here in the United Kingdom. Harnessing sunlight is at the heart of new initiatives to build on the natural process of photosynthesis: much better that attempting to tamper with the atmosphere to dim sunlight. Meanwhile tidal flow generation has already given us a very reliable source of power generation — could tidal rise and fall bring us yet more benefit from the Moon's orbit of the Earth? Background music: 'Solar Power' Ashley Shadow
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