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16/06/25: Middle East tensions, US inflation & AI momentum


Episode 38


In this week's episode of the Monday Espresso podcast, the team discuss recent events and look to the week ahead.

Sheldon MacDonald is the Chief Investment Officer of Marlborough and Nathan Sweeney is…


Published on 4 months, 2 weeks ago

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09/06/25: Musk–Trump clash, tariff talk & rate cut caution


Episode 37


In this week's episode of the Monday Espresso podcast, the team discuss recent events and look to the week ahead.

Sheldon MacDonald is the Chief Investment Officer of Marlborough and Nathan Sweeney is…


Published on 4 months, 3 weeks ago

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02/06/25: Market rebound, trade updates & Nvidia’s AI push


Episode 36


In this week's episode of the Monday Espresso podcast, the team discuss recent events and look to the week ahead.

Sheldon MacDonald is the Chief Investment Officer of Marlborough and Nathan Sweeney is…


Published on 5 months ago

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26/05/25: EU tariffs, Trump’s tax plan & bond volatility


Episode 34


In this week's episode of the Monday Espresso podcast, the team discuss recent events and look to the week ahead.

Sheldon MacDonald is the Chief Investment Officer of Marlborough and Nathan Sweeney is…


Published on 5 months, 1 week ago

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19/05/25: Trade talks progress, defence deals & United Health tumbles


Episode 33


In this week's episode of the Monday Espresso podcast, the team discuss recent events and look to the week ahead.

Sheldon MacDonald is the Chief Investment Officer of Marlborough and Nathan Sweeney is…


Published on 5 months, 2 weeks ago

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12/05/25: US and China agreement, recession fears & resilient earnings


Episode 32


In this week's episode of the Monday Espresso podcast, the team discuss recent events and look to the week ahead.

Sheldon MacDonald is the Chief Investment Officer of Marlborough and Nathan Sweeney is…


Published on 5 months, 3 weeks ago

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05/05/25: Big tech earnings, resilient jobs data & tariff strategies


Episode 31


In this week's episode of the Monday Espresso podcast, the team discuss recent events and look to the week ahead.

Sheldon MacDonald is the Chief Investment Officer of Marlborough and Nathan Sweeney is…


Published on 5 months, 4 weeks ago

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28/04/25: Tariff optimism, trade talks & big tech earnings


Episode 30


In this week's episode of the Monday Espresso podcast, the team discuss recent events and look to the week ahead.

Sheldon MacDonald is the Chief Investment Officer of Marlborough and Nathan Sweeney is…


Published on 6 months ago

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21/04/25: Japan, Semiconductors & Chinese supercomputers


Episode 29


In this week's episode of the Monday Espresso podcast, the team discuss recent events and look to the week ahead.

Sheldon MacDonald is the Chief Investment Officer of Marlborough and Nathan Sweeney is…


Published on 6 months, 1 week ago

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14/04/25: The basis trade, tariff rollback & inflation data


Episode 28


In this week's episode of the Monday Espresso podcast, Nathan Sweeney and James Athey discuss recent events and look to the week ahead.

Sheldon MacDonald is the Chief Investment Officer of Marlborough…


Published on 6 months, 2 weeks ago





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