Original Broadcast: The Financial Outlook for Personal Investors
Neil Shah of Edison Group takes a look at two housing-related stocks. Rightmove has surged on talk of a bid. It's a jewel of a stock with something like 80% of the online estate agency market. This shows yet again how overseas investors consider the UK market undervalued. Neil believes Rightmove's model has amazing potential for AI. He also discusses Barratt Developments, which has just produced a tough set of full year results with profits down 75%. However, the mood music for the future is much more positive and there's a bit of a turnaround. While there's uncertainty over what the Budget will bring, Labour's desire to ramp up housebuilding could see them well placed.
Guests: Neil Shah
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Original Broadcast: The Business Of Film
James Cameron-Wilson laments box office declining 30% despite National Cinema Day. The only new film is AI horror AfrAId at #10 with a family at the mercy of a digital assistant. Although slammed by critics, James found it nuanced and horrifically believable. He also watched faith-based horror The Deliverance on Netflix which features Glenn Close. Although not a great film, it still delivers a frightfest. James thinks that spy thriller The Union, also on Netflix and starring Halle Berry and Mark Wahlberg, might be one of those films so bad that it's good. He found it absurdly diverting.
Guests: James Cameron-Wilson
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Original Broadcast: Gadgets and Gizmos
Steve Caplin discusses the astronauts whose space stay of 8 days has turned into 8 months. Nuclear power could be safer if the power stations are buried one mile underground. Water cremation is coming to the UK soon. There's an e-ink computer which will work in sunlight – though not for very long. Italian scientists have a humanoid jetpack robot to rescue people on mountains – with a few drawbacks. Ultrasonic joining solves the problem of sticking wood and metal. And biohybrid computing, which already gives robots locusts' ears is now adapting fungi's mycelium root communication to electronics.
Guests: Steve Caplin
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Original Broadcast: Motley Fool Show
The Department of Justice has some questions about Nvidia’s business. Jason Moser and Ricky Mulvey discuss the subpoena that instigated the chip maker's selloff, a record amount of share repurchases by corporations, and earnings from Dick’s Sporting Goods and Dollar Tree. The, 18 minutes in, Motley Fool contributor Matt Frankel joins Ricky to take a look at real estate brokerages Redfin and Zillow, and discuss what lower interest rates mean for the industry. Companies discussed: NVDA, GS, DKS, WMT, DLTR, RDFN, Z. Host - Ricky Mulvey; Guests - Jason Moser, Matt Frankel.
Guests: Jason Moser,Matt Frankel
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Original Broadcast: The Bigger Picture
Political commentator Mike Indian looks at the Grenfell Tower inquiry report which damns governments and the private sector and discusses what has to happen next. Labour's push on workers' rights is, he says, the biggest change in employment law for 40 years. Its ambition is radical but it is a ragbag of measures with no unity of thought behind it. He also considers the part suspension of arms sales of Israel and the complexity of such decisions.
Guests: Mike Indian
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Original Broadcast: Motley Fool Show
Intel, Southwest, and Boeing, have all had brutal starts to 2024 – can any of them turn it around? Asit Sharma and Dylan Lewis discuss the latest sign of Intel’s struggles – possibly being removed from the Dow – and how it got here, Elliot Management’s increased stake in Southwest, and how the activist investor is planning on improving the airline, and Boeing’s recent analyst downgrade, and why manufacturing issues might lead to financial ones for the company’s aerospace and airline divisions. Also, 16 minutes in, Alison Southwick and Robert Brokamp dig into the mailbag and some questions on asset allocation, retiring early and becoming a financial advisor. Companies discussed: INTC, NVDA, LUV, BA. Host - Dylan Lewis; Guests - Asit Sharma, Alison Southwick, Robert Brokamp
Guests: Asit Sharma,Alison Southwick,Robert Brokamp
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Original Broadcast: Modern Mindset
Adam Cox is joined by Jason Howlett, the CEO of GivEnergy. They discuss rising energy bills and costs in the UK, as well as some new research that was carried out by GivEnergy which saw some interesting results. https://givenergy.co.uk/
Guests: Jason Howlett
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Doubt and uncertainty can sometimes help fill the void on how to pursue an elusive aim of seeking success in life, however you choose to define that. It can create space for something new and provide space for thinking creatively about the future ...
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Original Broadcast: Thought for the Week
The oldest recipient of a Child Trust Fund turned 22 on Sunday 1st September, but the great majority of those allocated by HMRC (due to no action by the young person's parents by their 1st birthday) are unclaimed. This is the story of Joe, who really needs his money to get started in adult life — but he doesn't know anything about his good fortune. The Share Foundation has already enabled over 60,000 young people to claim their accounts, but that's a drop in the ocean compared to the huge number of accounts lying dormant with account providers. So The Share Foundation is now asking Government to implement its 'Default Withdrawal at 21' proposal for HMRC-allocated accounts. Background music: 'Missing Persons' by Jeremy Blake
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Original Broadcast: This is Money
A bad news Budget looks to be on the cards after Labour continued to pour cold water on optimism following its election victory. Prime Minister Keir Starmer delivered a gloomy speech saying the Budget was going to be painful, hot on the heels of Chancellor Rachel Reeves' own gloom-mongering. But having made a promise not to raise the rates of income tax, national insurance, VAT and corporation tax, where will the Government try to raise cash? Starmer said tax rises would target those with the 'broadest shoulders' but who are they — and are there really enough of the very wealthy to target or will the burden be more likely to fall once again on those in the rich middle? We look at what taxes could rise and what a capital gains tax, pension, inheritance or other raid could mean for people. Plus, Britain's biggest mortgage lender Halifax is upping what it will lend first-time buyers, Crane goes on the case of an Evri bungle and asks: shouldn't you be within your rights to expect a parcel to arrive? And finally, with the Oasis ticket scramble in full effect and ticket prices sky high, can you protect against a potential Gallagher brother blow up or anything else that would stop you going? (If, that is, you can get tickets in the first place, of course!).
Guests: Helen Crane
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