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Soaring Gilt Yields and Strained Public Finances, with Simon French
Episode 151
Gilt yields are surging, straining government finances and raising fears of tax rises or spending cuts. But is this a UK-specific problem? And will t…
1 year, 6 months ago
Red Flags: China’s Economic Troubles, with George Magnus
Episode 150
Since the sweeping reforms of the 1980s, China's rapid industrialisation and extraordinary growth have transformed it into a true global power. But t…
1 year, 7 months ago
Jingle Bulls, Jingle Bears: Are Investors Overconfident Heading into 2025?
Episode 149
Investor sentiment is more bullish than ever, with a record share of Americans expecting the S&P 500 to rise in 2025. Is this the peak of euphoria?
A…
1 year, 7 months ago
Emerging Markets: Risky Bet or the Next Big Bargain?
Episode 148
Compared to developed countries, emerging markets have rarely looked cheaper. With valuations, economic growth, and demographic trends in their favou…
1 year, 8 months ago
Kaput: The End of the German Miracle, with Wolfgang Münchau
Episode 147
Germany is one of few Western countries to remain truly industrialised, boasting a massive manufacturing base and trade surplus. And yet, things have…
1 year, 8 months ago
Stoic Investing: Are We Worrying About the Wrong Things?
Episode 146
Sensationalist headlines often lead to poor investment decisions, causing many investors to fixate on issues that have little impact on long-term ret…
1 year, 8 months ago
Trump 2.0: Political Risk and Complacent Markets, with Economist Larry Hatheway
Episode 145
Political risk is one of the most unquantifiable aspects of investing — and one of the most consequential. Shifts in regulation, tax and trade polici…
1 year, 8 months ago
Maxed Out Markets: Investing When Everything Is Expensive
Episode 144
How should you invest when everything is expensive?
Stock market valuations are stretched, gold is up 40% on a year ago, and bitcoin has hit an all-t…
1 year, 8 months ago
Gilt Yields and Ghosts of Budgets Past: Who's Afraid of Bond Vigilantes?
Episode 143
Gilt yields rose after the Autumn budget as markets absorbed sharp rises in investment, taxes and borrowing. Does Liz Truss’s mini-budget still haunt…
1 year, 9 months ago
Chance, Risk, and the Art of Uncertainty, with Sir David Spiegelhalter
Episode 142
Investing is an uncertain journey, where chance, risk, and luck are constant companions. But can understanding probability help us live with the unkn…
1 year, 9 months ago