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Election Economics: Will A Trump Win Upend Markets?
Episode 141
The US Presidential election is less than two weeks away, and the result hangs in the balance. While markets appear calm, a second Trump term could h…
1 year, 9 months ago
Time vs Money: How the Clock Transforms Your Investments
Episode 140
Investing, at its core, is about postponing consumption in the belief that time is your friend. Yet time has powerful effects on all aspects of marke…
1 year, 9 months ago
Bracing for the Budget: Tax Rises, Black Holes & Growth, with Paul Johnson from the IFS
Episode 139
Despite record tax revenues, Britain's public services are struggling. So what's gone wrong and how do we fix it?
We sit down with Paul Johnson, Dire…
1 year, 10 months ago
Beijing’s Big Gamble: Stock Markets Soar On China's Stimulus
Episode 138
China’s economic boom has slowed as debt, deflation, and demographics weigh on the economy. Beijing belatedly announced a massive stimulus package, c…
1 year, 10 months ago
Productivity Crisis: Is Europe A Basket Case?
Episode 137
Europe has suffered relative decline in recent decades, beset by sluggish economic growth, ageing populations, and stagnant wages. Meanwhile, the suc…
1 year, 10 months ago
Smart Ways to Stash Your Cash: Banks, Bonds & Money Market Funds
Episode 136
Sometimes you need a safe place to stash your cash. Savings accounts, bonds and money market funds are all options but how can you maximise returns? …
1 year, 10 months ago
Confronting Uncertainty: Building a Financial Plan in an Uncertain World
Episode 135
Creating a financial plan for your future requires estimating numerous unknown variables. How fast will your investments grow? How much will inflatio…
1 year, 11 months ago
Mean Reversion in Markets: What Goes Up Must Come Down?
Episode 134
Mean reversion is one of the most powerful forces in financial markets. When returns, valuation or concentration rise to extreme levels, it’s usually…
1 year, 11 months ago
Boom and Bust: Ranking the Biggest Bubbles in History
Episode 133
Asset bubbles are an occasional, inevitable, and sometimes devastating feature of financial markets, making and breaking fortunes along the way. But …
1 year, 11 months ago
The Default Pension Trap: What to Consider BEFORE You Switch Pension
Episode 132
Nine out of ten people are invested in their employer’s default pension strategy. However, a hands-off approach might not suit your personal circumst…
1 year, 11 months ago