Podcast Episodes
Back to Search
Reserve Judgment: How To Run a Central Bank
Episode 221
The Powell era is over — a pandemic, two wars, and the worst inflation in four decades. We ask whether JPow did a good job, or just survived it. Now …
2 months, 1 week ago
Space Oddity: Is the Biggest IPO in History a Problem for Index Funds?
Episode 220
The largest IPO in history is three weeks away. SpaceX is aiming for a valuation of almost $2 trillion despite reporting massive losses. We ask what …
2 months, 2 weeks ago
Rising Yields: Gilty Until Proven Innocent?
Episode 219
With gilt yields at their highest since 1998 — has the bond market finally lost patience with Britain? We ask whether this is really a UK problem, if…
2 months, 3 weeks ago
Britain's Slow-Motion House Price Crash
Episode 218
For two decades, calling a UK house price crash has been a reliable way to look clever and be wrong. But while nominal prices have barely moved, a sl…
3 months, 2 weeks ago
Making Sense of a Weird Market: Record Highs, Sticky Inflation, and Silent Alarms
Episode 217
Stocks have rallied to record highs while the Iran war is merely paused, oil prices are elevated, and inflation remains sticky. But while equity inve…
3 months, 3 weeks ago
Do Your Own Research: What Real Investment Research Actually Looks Like
Episode 216
"Do Your Own Research" is one of the most parroted phrases in investing — slapped on every stock tip, TikTok video and crypto tweet. But what does go…
3 months, 4 weeks ago
Statistical Sleight of Hand: How Good Numbers Hide Bad Investments
Episode 215
The investing world runs on numbers. We look at the statistical tricks that make bad investments look good, mediocre track records look brilliant, an…
4 months ago
Shopping the Drop: Is Anything Actually Cheap?
Episode 214
After weeks of market turmoil, asset prices across the board are lower than they were. But is anything actually cheap yet? We grab our valuation tool…
4 months, 1 week ago
Your Portfolio Wasn't Built for This
Episode 213
Your portfolio was probably designed for falling interest rates and cheap oil. That is no longer the world we live in. Equity indices have minimal en…
4 months, 2 weeks ago
The War of Unintended Consequences: Oil, Inflation, and Interest Rates
Episode 212
You've seen the oil price soar. But crude is just the start—the Iran conflict is sending shockwaves through natural gas, fertiliser, helium and a hos…
4 months, 3 weeks ago