Episodes
In this episode, Ralph and I talk about the latest in the US presidential race, why crypto may be a "store of value" and whether Australia's move to ban teenagers from social media is a good idea...
Published 09/15/24
In this episode, I talk to experts Richard Neale and Vlad Botic about AI's effect on cybersecurity and Thoma Bravo's acquisition of Darktrace... For more info on Richard go here: Richard Neale, CEH, ISO LI | LinkedIn For more info on Vlad go here: Vlad Botic | LinkedIn
Published 07/22/24
In this episode, I talk to Richard Neale, a cybersecurity expert, about what the deal is with CrowdStrike. There's a log of hysteria going on at the moment (understandably) so it's good to get an expert's perspective! You can find more out about Rich here: Richard Neale, CEH, ISO LI | LinkedIn
Published 07/22/24
In this episode, Ralph and I talk about the CrowdStrike disaster and the sunglasses love-triangle between EssilorLuxottica, Meta and Supreme...
Published 07/21/24
In this episode, Duncan and I talk about Richemont playing into the downbeat luxury trend and why Adidas is rebounding while Nike isn't...
Published 07/17/24
In this episode, Duncan and I look at what's next for Hotel Chocolat and hopes about EVs providing a boost for car sales...
Published 07/17/24
In this episode, Ralph and I talk about Trump getting shot, Macron's self-imposed disaster and what lies ahead for the new labour government.
Published 07/17/24
In this episode, Alina and I talk about some rather concerning developments in the South China Sea and why VW's deal with Rivian could help both sides...
Published 06/26/24
In this episode, Alina and I talk about the pros and cons of Shein's proposed IPO and why Frasers and THG getting together is a very clever idea...
Published 06/25/24
In this episode, Alina and I talk about the US putting more tech restrictions on China and how the "Mission 2025" group is pushing back against the "greenlash"...
Published 06/24/24
In this episode, Ralph and I revisit the themes we talked about at the beginning of this year (populism, near-shoring/deglobalisation, renewables/nuclear, AI profitability and corporate migration to the Middle East/India) and review developments until now.
Published 06/23/24
In this episode, Duncan and I talk about why it doesn't feel like inflation is falling and how working at UK investment banks is getting VERY compelling (uncapped bonus, anyone??)...
Published 06/20/24
In this episode, Duncan and I talk about Nvidia's triumph and the potential for solar panels on the rooftops - of warehouses!
Published 06/19/24
In this episode, Ralph and I react to the release of the prospectuses this week of the main parties and whether AI will kill creativity...
Published 06/18/24
In this episode, Duncan and I talk about what Nike needs to do to get itself back on track and thoughts about high salaries of newly-qualified lawyers (in some law firms)!
Published 06/18/24
In this episode, Ralph and I discuss the upcoming election, AI in the world of finance and the positive prospects for IPOs...
Published 06/09/24
In this episode, Ralph and I talk about "good news" for the UK and prospects for the UK's IPO pipeline...
Published 05/12/24
In this episode, Duncan and I talk about the huge contrast between EV fortunes in Europe vs China and what a realistic future might look like for EVs…
Published 05/09/24
In this episode, Duncan and I talk about how Arm could benefit properly from AI and why the London IPO drought could be over soon…
Published 05/09/24
In this episode, Duncan and I talk about whether lab space is the answer to the Canary Wharf exodus and the exciting prospects for Wayve…
Published 05/08/24
In this episode, Ralph and I talk about the potential death of the diamond industry and "the curse of 35"!
Published 04/28/24
In this episode, Ralph and I discuss Shell's threats to ditch its London listing and go stateside. We also chat about a more realistic future for EVs...
Published 04/21/24
In this episode, Saaya and I talk about risk assessment in AI and the FCA considering a rule change that could transform investment banking…
Published 04/11/24
In this episode, Saaya and I talk about the North Sea drilling conundrum and the implications of China and Russia cosying up in the face of western sanctions…
Published 04/10/24