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There are AI winners apart from Nvidia: Nick Train of Finsbury Growth & Income
Nick Train is the first to admit that his investors haven’t seen the returns they’re used to recently. But despite some calls that haven’t quite work…
1 year ago
Rolls Royce, banking stocks and Smith & Nephew: The Companies and Markets Show
Market darling Rolls Royce (RR) is going from strength to strength. After a return to dividends topped with a lucrative buyback, shares were up 20 pe…
1 year, 1 month ago
Nvidia, Money Supermarket & Wood Group: The Companies and Markets Show
We begin with Mony Group (MONY), better known as Money Supermarket, whose results showed the insurance industry isn’t struggling as some fear. Mark R…
1 year, 1 month ago
Vietnam and India will benefit from China’s fall: Carson Block of Muddy Waters Resrearch
Founded in 2010 by Carson Block, Muddy Waters Research is best known for its short-selling, predominantly in the mid-cap space.
In this episode of IC…
1 year, 1 month ago
Renishaw, Filtronic & British American Tobacco: The Companies and Markets Show
Christoper Akers kicks off the podcast with engineer Renishaw’s (RSW) results. From supply chain issues to long-standing murmurs of a sale, find out …
1 year, 1 month ago
Why finance should be taught in schools: Lee and the IC
This month, Lord Lee and Alex are joined by Member of Youth Parliament, Cameron Holt. At just 16 years old, Cameron’s goal is to get the government t…
1 year, 1 month ago
Pharma results, Crest Nicholson & Compass Group: The Companies and Markets Show
Julian Hofmann opens today’s podcast by unpacking results from AstraZeneca (AZN) and GSK (GSK). AstraZeneca had a particularly strong quarter despite…
1 year, 1 month ago
Some European stocks will be protected from Trump: Sam Gleave of Liontrust European Dynamic
In the latest episode of the IC Interviews, Dave Baxter sits down with Sam Gleave of Liontrust’s European Dynamic.
The fund seeks out companies lowly…
1 year, 1 month ago
DeepSeek, Tesco & AJ Bell: The Companies and Markets Show
Our panel kick off the podcast with a rundown of the latest news from the AI world. Chinese-owned DeepSeek’s smarter and more sustainable design help…
1 year, 2 months ago
Predicting the market, US banks & biotech: The Companies and Markets Show
On the week Donald Trump retook the position of US president, a handful of banking stocks released strong results. Jemma Slingo joins host Dan Jones …
1 year, 2 months ago