On this week’s AJ Bell Money & Markets podcast, Dan Coatsworth and Danni Hewson dig into Nvidia’s barnstorming results which have put a rocket under stock markets, including new record highs in Japan and Europe. It was a mixed picture for UK banks with HSBC shares plummeting the most since the pandemic after a cocktail of negative factors in its results. The team also weigh up the key points from Lloyds, Barclays and NatWest from their latest results.  Dan chats to Fundsmith Equity Fund manager Terry Smith and head of research Julian Robins about why they are excited by a certain stock in the pharmaceutical sector as weight-loss drugs take off. Danni catches up with former Dragon Sarah Willingham and her husband Michael Toxvaerd about expanding their Nightcap empire at a time that hospitality is struggling. The podcast team also discuss the potential headroom in the Chancellors’ budget which could give the green light to pre-election tax cuts, why the governor of the Bank of England thinks the UK recession is already behind us, and the new bank notes featuring King Charles coming to a wallet near you in the next few months.