About this podcast
Our in-house experts share our views on the current market conditions facing investors. Brought to you by TrinityBridge.
Episodes
The newest 20 of 50 episodes
- Insight Talks: October 2026 · 17 min · Episode 51This month, James Tulloch is joined by Valeria Moore to discuss the Artificial Intelligence investment cycle, from infrastructure spending and enterprise adoption to power…
- Insight Talks: September 2026 · 15 min · Episode 50This month, James Tulloch is joined by Alejandro Velez to discuss the ongoing US-Iran conflict, the failure of recent diplomatic efforts (01:48) and the implications for global…
- Insight Talks: August 2026 · 13 min · Episode 49This month, James Tulloch is joined by Isabel Albarran to discuss the UK's new Prime Minister, Andy Burnham, and what the change in political leadership could mean for markets…
- Insight Talks: July 2026 · 21 min · Episode 48This month, James Tulloch is joined by Richard Stroud and Roohi Siddiqui to discuss the recent US-Iran agreement, easing energy market pressures and the implications for…
- Insight Talks: June 2026 · 23 min · Episode 47This month, James Tulloch is joined by Richard Stroud and Isabel Albarran to discuss the resilience of global markets, the continued dominance of AI-driven returns and the…
- Insight Talks: May 2026 · 25 min · Episode 46This month, James and Giles discuss the resilience of global markets in the face of geopolitical disruption, including the ongoing Iran conflict and its impact on energy supply…
- Insight Talks: April 2026 · 26 min · Episode 45This month, James, Giles and Alejandro discuss the market impact of the Iran conflict (01:30), including disruptions to oil and LNG flows (16:00), the inflationary consequences…
- The IC Series: Energy Transition · 31 min · Episode 44In the second episode of this series, we dive deeper into the research and predictions explored in our Energy Transition report. Charlie Willans, report lead-author and Head of…
- Insight Talks: March 2026 · 16 min · Episode 43This month, James Tulloch is joined by Giles Parkinson and Isabel Albarran for a Spring Forecast special, examining how the Chancellor’s latest fiscal update landed against a…
- Insight Talks: February 2026 · 27 min · Episode 42This month, James and Giles explore growing tensions around the US Federal Reserve (2:55), including the Department of Justice probe into Jerome Powell, increasing political…
- Insight Talks: January 2026 · 18 min · Episode 41In this episode, Giles and James kick off the year with a wide-ranging discussion on markets, geopolitics, and what lies ahead for investors in 2026. Our expert’s look at the…
- Insight Talks: December 2025 · 20 min · Episode 40This month, host James Tulloch is joined by Giles and special guest Isabella Champion-Sinclair, Responsible Investment Analyst, for a wide-ranging discussion on the key themes…
- Insight Talks: November 2025 · 19 min · Episode 39This month, James and Giles are joined by Jon Kirk as they dive into the big themes that shaped markets in October. Giles and James discuss the easing tensions surrounding…
- Sector spotlight: European defence spending · 14 min · Episode 38In this audio segment from our recent Insight Matters publication, our experts examine recent shifts in European defence spending, considering the macroeconomic and market…
- Insight Talks: October 2025 · 26 min · Episode 37This month, James and Giles are joined by guest Alejandro Velez for a wide-ranging discussion on the macro and market forces shaping investor sentiment. They explore the impact…
- Insight Talks: September 2025 · 28 min · Episode 36This month, Tony is joined by Giles and Roohi for a wide-ranging discussion on the economic and market developments shaping investor sentiment. They explore the potential impact…
- Insight Talks: August 2025 · 18 min · Episode 35In this episode, James and Giles take a closer look at the key market moments from July - starting with the latest wave of global trade tariffs (1:33). With President Trump’s 1…
- Insight Talks: July 2025 · 21 min · Episode 34This month, James and Giles discuss global equity trends for June which delivered some surprises considering recent geopolitical tensions and tariff uncertainty (1:10). Our…
- The IC series: Shifting Demographics · 23 min · Episode 33In the first episode of this series, we dive deeper into the research and predictions explored in our Shifting Demographics report. Professor Sarah Harper CBE, Director of the…
- Sector spotlight: obesity drugs · 9 min · Episode 32In this audio segment from our recent Insight Matters publication, our experts explore the new frontier of the weight loss industry. Read the full report here: Insight Matters…
