Original Broadcast: The Bigger Picture
Unabridged and without comment from Share Radio, here's the King's Christmas message as broadcast on 25th December '24.
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The past year has seen a litany of climate change disasters of which the wildfires in Los Angeles are the latest. Yet Americans still supported Trump's call to 'drill, baby, drill' in the presidential election. This is just the latest disaster that financial markets have to contend with. How much pressure can the insurance and investment markets take? The one thing that we know for sure is that, while the American people may have locked in their choice for the next four years, there's no such insurance for the bond market — it can strike at any time. Background music: 'Trap Unboxing' by Jimmy Fontanez_Doug Maxwell
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Original Broadcast: This is Money
You have to feel for Rachel Reeves. After establishing a solid reputation in opposition, things haven’t gone to plan as Chancellor so far. Her Autumn Budget led to widespread criticism over tax rises on employment and extra costs for businesses, while questions abound over whether her plans will deliver the growth Labour promised voters. Now, a slow burn rise in the UK’s borrowing costs has led to gilt yields surpassing the levels seen after Liz Truss and Kwasi Kwarteng’s ill-fated mini-Budget. Unfortunate, for a Labour party that has spend the past couple of years citing a gilt yield spike as evidence while banging on about Liz Truss ‘crashing the economy’ and Tory mortgage penalties. But is Britain’s current predicament Rachel Reeves' and Sir Keir Starmer’s fault, or do they just find themselves caught out by an unfortunate set of circumstances? Or is it a bit of both? Where did things start to go wrong? Was it the Budget, or was it the claimed ‘£22 billion black hole’ and months of miserabilism? And what are gilts and why do yields even matter? In this episode, Georgie Frost, Lee Boyce and Simon Lambert dig into what’s gone wrong with Britain’s finances and what it means for people. Plus, in better news, Lee looks at the jobs that delivered the biggest pay rises last year and why. Simon explains what’s going on with the US hedge fund staging a raid on seven investment trusts — and why investors should make sure they vote. And finally, Lee catches up with Dave Fishwick as the new 'Bank of Dave' film is released.
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Original Broadcast: Motley Fool Show
Disney’s streaming numbers show ad-supported tiers are a hit with consumers, and Amazon takes aim at the approach that made Google’s ad business ubiquitous online. Ron Gross and Jason Moser discuss what the December Fed minutes, latest jobs numbers, and final holiday shopping figures say about the big picture, the first look at Disney’s ad-supported streaming numbers, Amazon’s plans to come after Google’s ad turf, and Meta’s changes to its content moderation policies. Then, 19 minutes in, Dave Meyer — head of real estate investing at Bigger Pockets — talks Matt Argersinger through the state of real estate and the markets he’s watching in 2025. Finally, 34 minutes in, Ron and Jason break down two stocks on their radar: Paylocity and Gannett. Stocks discussed: DAL, DIS, META, GOOG, GOOGL, AMZN, ADBE, GCI, PCTY. Host - Dylan Lewis; Guests - Jason Moser, Ron Gross, Dave Meyer, Matt Argersinger.
Guests: Jason Moser,David Meyer,Ron Gross,Matt Argersinger
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Original Broadcast: Motley Fool Show
It’s Nvidia’s world, and we’re just living in it. David Meier and Mary Long discuss Jensen Huang’s CES keynote, plus all “the cool stuff that’s coming,” from personal supercomputers to self-driving trucks and AI-rendered worlds, the rollout of a digital workforce, and why Wall Street shrugged at Nvidia’s announcements. Then, 16 minutes in, Fool analyst Jason Moser joins for a closer look at PayPal, how the payments processor fell from recent highs, and why still-new CEO Alex Chriss is returning the company to what it does best. Companies mentioned: NVDA, PYPL. Host - Mary Long; Guests - David Meier, Jason Moser
Guests: David Meier,Jason Moser
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Many people resort to alcohol as a means of tackling stress, but it can be a slippery slope downwards. Adam Cox, whose route to a different relationship with alcohol led to him becoming fully teetotal, explores ways of tapping into different alignments for dealing with stress in order to change that resort to alcohol.
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Original Broadcast: The Financial Outlook for Personal Investors
Neil Shah of Edison Group discusses the latest bid for a UK company, Team Internet, which he discussed here recently as trading at a discount to its international peers. He points out that UK companies are vulnerable to takeover; the worry is that the UK market will keep shrinking, although he feels that value investing will return. With activist Saba Capital trying to replace the boards of 7 investment trusts, he feels that private investors must exercise their voting rights. Details are here on the AIC website. https://tinyurl.com/3ad9np9u.
Guests: Neil Shah
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Original Broadcast: The Business Of Film
James Cameron-Wilson celebrates a healthy box office, up 42% YoY. New #1 Nosferatu is Robert Eggers' take on the 1922 Murnau classic with Bill Skarsgard, Lily-Rose Depp and Nicholas Hoult. The design and photography is brilliant but the ripe dialogue caused giggles in the audience. At #3 is We Live In Time from the director of the brilliant Brooklyn. A non-linear telling of a relationship, James found it an amazing and rewarding emotional investment. On Netflix, he admired the Six Triple Eight, a surprisingly true WW2 tale of African American servicewomen in Europe. Although it's not subtle, it is very emotive and well-acted.
Guests: James Cameron-Wilson
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Original Broadcast: Gadgets and Gizmos
In our tech show, Steve Caplin discusses some of the mistakes made by Apple's new AI and how Meta is getting rid of fact checkers. He reports on some of the devices on show at Las Vegas's annual CES. There's a TV to keep an eye on children and pets, a robot with an arm for picking up shoes and socks – slowly, a lamp that is also a projector, a toaster-like phone battery swapper, a giant monitor with a shoulder strap, a way to keep all your rechargeable batteries in order, an air purifier that doubles as a cat perch, and a tiny, cat-shaped robot for cooling your coffee. Only one of these tickles his fancy as a possible purchase.
Guests: Steve Caplin
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Original Broadcast: The Bigger Picture
Political commentator Mike Indian discusses the Chancellor's options in face of the rise in UK borrowing costs and fall in sterling. Will Keir Starmer retain confidence in her? His own future will be determined by her fate. He also addreses the grooming inquiry call and vote, worrying it all feels like too little too late. We owe it to the victims to see that the Jay Report's findings are implemented and that failings in the system need to be addressed. He also discusses Elon Musk's intervention and his relationship with Reform.
Guests: Mike Indian
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