Original Broadcast: Motley Fool Show
Amazon, Alphabet, and Microsoft are doing their part to drive $200B in AI-related capital expenditures for 2024. They’ll get some of that back in generative AI cloud workloads, but they’ve got a ways to go. Bill Mann and Matt Argersinger discuss how AI demand is refueling cloud growth at Amazon and Alphabet, but why there’s still some reason to be concerned about the sustainability of that spend, Apple continuing to run counter to the rest of big tech with their AI strategy and cap ex approach, and Reddit’s first-ever quarterly profit, Atlassian getting its mojo back, and why the red-hot weight loss market didn’t turn into great quarterly results for Eli Lilly. This was recorded ahead of the 2024 election: so David Gardner offered up his advice for how to keep calm with your portfolio and mindset while the news cycle turned during election week. Then, 34 minutes in, Bill and Matt break down two stocks on their radar for very different reasons: eBay and Super Micro Computer. Stocks discussed: AMZN, GOOG, GOOGL, AAPL, RDDT, TEAM, LLY, EBAY, SMCI. Host - Dylan Lewis; Guests - Bill Mann, Matt Argersinger, David Gardner
Guests: Bill Mann,Matt Argersinger,David Gardner
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Original Broadcast: Modern Mindset
Adam Cox is joined by Kevin Ball from Wattstor. They discuss new research that they've carried out recently. The new research has found that 72% of the public wants a clearer, more robust plan from the government for reducing energy bills. https://wattstor.com/
Guests: Kevin Ball
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Original Broadcast: Modern Mindset
Adam Cox is joined by Dr Hugh Cormican from Cirdan. Dr Hugh tells Adam all about the crucial roles that pathologists play. Despite having a key role in diagnosing and treating patients, pathology departments are grappling with staff shortages and underinvestment, just as their services are more critical than ever. https://cirdan.com/
Guests: Hugh Cormican
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There was a distinct gender bias in the American election, as millions of young men sought to resurrect their masculine mojo. Adam Cox focuses on how it can be done using hypnosis, building confidence, self-belief and inner strength. He proposes fixing boundaries, setting out clear conversation — you don't need to put the climate and the economy, and a lot more, at risk to restore your masculine mojo.
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Original Broadcast: The Bigger Picture
Professor Tim Evans of Middlesex University says that the emphatic victory of Donald Trump will have huge consequences for the US and the world geopolitically. He will be helped by having done the job before, will go for energy dominance, try to slim the federal government, impose tariffs, cut illegal immigration and be radical on culture too. What might it mean for the country's relationship with the UK, whose government is going in a very different direction? He also discusses why he felt, from the moment she entered Parliament, that Kemi Badenoch was a fascinating politician and why a British-African leader of a major party is to be celebrated. But can she unite her party and make the Tories electorally significant again?
Guests: Professor Tim Evans
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Original Broadcast: The Business Of Film
James Cameron-Wilson says box office is up 12%, with Heretic at #3 a horror film starring Hugh Grant. While the first half is a blast in the vein of Sleuth, it then descends into full-out nasty horror. Although #6 Anora, starring Mike Madison, won the Palme D'Or, and has a great central performance, James was disappointed, perhaps because expectations were so high. He found #10 Clint Eastwood's 40th film as director, Juror #2, with Nicholas Hoult, totally gripping. It's a great story with multi-layered characters. James also celebrated a 75th anniversary restoration of The Third Man, one of the UK's greatest movies. The Blu-Ray and 4K disc of this riveting noir classic is also packed with great extras.
Guests: James Cameron-Wilson
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Original Broadcast: Gadgets and Gizmos
Steve Caplin dives into the world of gadgets. Rolls-Royce have produced a one-off car to celebrate 60 years of Goldfinger. An Australian app can detect if milk is off, while mathematicians there have proved that monkeys couldn't write the works of Shakespeare. The biggest Dutch publisher is using AI to translate books into English. The UK has the 49th worst mobile internet speed, behind Azerbaijan and Kosovo. If you're caught short, there's now an inflatable toilet. And Steve explains why your air fryer might be spying for China.
Guests: Steve Caplin
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Original Broadcast: The Financial Outlook for Personal Investors
Russ Mould of A J Bell explains that US markets are strong in the wake of Trump's victory from a sense of relief that Harris didn't win. Trump wants to boost American growth, perhaps using tariffs, while at the same time wanting a weaker dollar. As the world's reserve currency, the strength of the dollar is of massive important. Russ discusses the Triffin Dilemma, which explains why the world needs a weak dollar and a continuing US trade deficit. Gold, he says, weaker on the stronger dollar, will be the ultimate tell.
Guests: Russ Mould
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Original Broadcast: Thought for the Week
The yellow-shaded column is the OBR's forecast for borrowing in 2028-29 as at March this year; the blue-shaded is their latest forecast. Is this really 'Invest, Invest, Invest' or 'Borrow, Borrow, Borrow'? The problem is that it all lands on the shoulders of today's young people, who will struggle more to find jobs after the employer NI changes and whose prospects of home ownership and family formation are already weighed down by student debt. Background music: 'Missing Persons' by Jeremy Blake
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Original Broadcast: This is Money
Rachel Reeves' maiden Budget last week saw the first-ever female chancellor make £40billion of sweeping tax rises in to plug funding gaps in the NHS and schools. While it left many of us with something to be miserable about when it comes to our money, there were also some important dodged bullets, as Simon Lambert, Georgie Frost and Helen Crane discuss. Among the losers were landlords, investors and those who have stashed wealth in their pension, as stamp duty, capital gains tax and inheritance tax all came under the spotlight. The attack on the middle classes was perhaps to be expected from a Government which has told us those with the broadest shoulders must bear a bigger burden. But aside from a rise in the minimum wage and 1p off a pint, did the Budget give enough of a boost to 'working people' — and will changes to employers' National Insurance Contributions indirectly hit them in the pocket anyway? Given growth was the buzzword of the Labour election campaign, did Reeves miss an opportunity to get people excited about British industry and entrepreneurship? We also dig into what wasn't announced in the speech, including a not-so-fond farewell to the short-lived British ISA, and a child benefit change that could have helped single parents found itself on the scrapheap.
Guests: Helen Crane
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