Over deze podcast
A periodic summary of major macro events, market themes and selected UK company-specific news.
Afleveringen
De nieuwste 20 van 154 afleveringen
- Week Ending 24/04/26 - Will irrational exuberance collide with Middle East reality? · 15 min · Aflevering 155This week Jeremy & Gareth comment on the Middle East situation, its potentially huge and long-term impact on supply chains but also the ability of humanity to reinvent and…
- Week Ending 10/04/2026 - The world's "cardiac event" and its implications · 15 min · Aflevering 154This week, Jeremy and Gareth discuss the only thing that matters - the "cardiac event" threatening the world's circulatory system for its oil lifeblood. Echoes of Suez…
- Week Ending 20/3/2026 - It takes two to TACO · 15 min · Aflevering 153Jeremy and Gareth discuss the ongoing challenges emanating from the Middle East. Unlike last year's tariff news, where the Trump Always Chickens Out (TACO) trade often won out…
- Week Ending 6/03/2026: "Epic Fury" vs "Global Economic Resilience" · 15 min · Aflevering 152This week, Jeremy and Gareth discuss the obvious (and only) story that really matters - the US and Israeli attacks on Iran. What is obvious is that America's "complete control of…
- Gold $5,000, Silver $100, Trump 2.0 & 6 Investment Themes for 2026 · 15 min · Aflevering 150The Market Call returns to analyse market volatility, geopolitical tensions, and the impact of the Trump administration on the global economy and markets. Jeremy and Gareth…
- Week Ending 19/12/25 - Have central banks done enough to slay inflation and allow rates to fall in 2026? · 15 min · Aflevering 149In the last episode of 2025, Gareth and Jeremy discuss the significant events of the week, including volatile equities, what precious metals prices are telling us, and the ups…
- Week Ending 12/12/2025 - Real Asset Hassett, a hawkish cut & mega-cap hostile M&A deals. It will be fine! · 15 min · Aflevering 148Jeremy and Gareth discuss the main events of the last week in financial markets. The primary focus is on the mixed messaging from the Federal Reserve with its interest rate…
- Week Ending 05/12/2025 - Watching the Bitcoin Barometer · 14 min · Aflevering 147This week Jeremy and Gareth discuss mainly the apparent confusion of bitcoin falling while other “inflation hedge” or “real asset” measures like gold and silver are at or close…
- Week Ending 21/11/2025 - Mansplaining the Budget & UK Housing · 15 min · Aflevering 146As Americans took a break to overindulge on Thanksgiving, we Brits were forced to listen to our government explain how they had overindulged recently and how we must now pay for…
- Week Ending 21/11/2025 - Markets are confused - Bitcoin is the canary in the coalmine · 15 min · Aflevering 145This week Jeremy and Gareth start by talking about the market changing its mind twice, and quite materially. The positive reaction to the US government's reopening was…
- Week Ending 14/11/2025 - When does the UK get a government shutdown? · 15 min · Aflevering 144Jeremy and Gareth discuss the week's events, with a greater focus on the UK, following the Reeves bombshell overnight that she has pivoted away from her previous indication that…
- Week Ending 07/11/2025 - Fireworks postponed · 15 min · Aflevering 143This week Jeremy and Gareth discuss a relatively calm week in the markets - China and the USA have reached a deal of sorts, the USD is slightly stronger but not so strong as to…
- Week Ending 31/10/2025 - The AI boom & why net zero must die! · 15 min · Aflevering 142Jeremy and Gareth discussed the week's main market news, starting with the historic meeting between Trump and Xi, and praised Treasury Secretary Bessent for his role in…
- Week Ending 24/10/25 - Gold, should we buy the dip? · 15 min · Aflevering 141This week, Gareth and Jeremy discuss the fragile peace in hot wars and trade wars. There is a sense of finality about Trump's latest attempts to get Putin and Zelensky to agree…
- Week Ending 17/10/25 - Gold, a dollar debasement trade or a bubble? · 15 min · Aflevering 140This week, Jeremy and Gareth consider Trump's quick switch from declaring peace in the Middle East to opening a (new) trade war with China - which has almost as quickly subsided…
- Week Ending 10/10/25 - Gold, Bubbles & Everlasting Peace · 15 min · Aflevering 139Gareth and Jeremy discuss the highlights of the last week in financial markets. Gold (and other precious metals) move to all-time highs, representing a foot on the brake. What…
- Week Ending 03/10/2025 - Boom, baby boom! Why AI can be world changing and a financial bubble. · 15 min · Aflevering 138After a short break, Gareth and Jeremy discuss the current state of markets as we head into Q4 of 2025. Jeremy suggests that the US recession has been cancelled, and while the…
- Week Ending 12/09/2025 - Inflation pumped markets overcome political volaltility & fiscal precipices · 15 min · Aflevering 137Gareth and Jeremy discuss the key factors that have impacted financial markets over the past week and take a look ahead to what lies ahead for investors. Bond markets got the…
- Week Ending 29/08/2025 - Is Drax (ironically) the canary in the coal mine ? · 15 min · Aflevering 136This week, Jeremy and Gareth debate Trump's ongoing attacks on the US Fed...perhaps Powell is rolling over, but the recently "sacked" board member Lisa Cook is not. The dollar…
- Week Ending 22/08/2025 - Will Jay Powell stand and fight or roll over and cut? · 15 min · Aflevering 135This week has been relatively quiet. Gareth and Jeremy discuss the prospects for peace in Europe, the not quite so bad news, but still not good news, about the UK economy and our…
