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Worried about the state of the stock market and the potential for a crash? You're not alone as Dan Coatsworth discusses in this episode of the AJ Bell Money & Markets podcast. He looks at what's happening in the UK and US markets, and why investors have reacted in a certain way. [01:35] Fundsmith chief executive Terry Smith is on the show to give his thoughts on the plethora of market worries. [08:04] Charlene Young explains why the economy and the markets are not the same thing. Especially in the context of recent poor growth figures, the unemployment rate creeping up, yet the FTSE 100 recently hitting new record highs. [11:48] Dan has good news for people worried if their money is protected in the event of a bank or investment platform going bust. [14:41] There is a lot of talk about home insurance becoming much more expensive in recent years, so Charlene and Dan explore the reasons why premiums have shot up. [20:23] Anticipation around the Budget is causing jitters in the UK property market, as the pod team discuss. [25:36] Finally, we're debuting a new series celebrating interesting companies on the UK stock market. Our first guest is Ronnie George, chief executive of Volution, a ventilation products group which has made twice as much money for shareholders over the past year than a fund tracking the US stock market. [28:17] Sign up to the free AJ Bell Budget webinar on 27 November 2025 at 1pm GMT: https://register.gotowebinar.com/register/6453427819562096725
The team kicks things off this month with the UK Budget and what they would like to see emerge – but probably won't get – from the Chancellor's briefcase. Next, it's on to the US, where fund manager Will McIntosh-Whyte has just returned from. The team hear about his week of on-the-ground research and meeting with companies on the east coast. Finally, they discuss a new holding: Booking Holdings, a global online travel agency.This podcast was recorded on 19 November 2025. If during this podcast the team reference any terms you're unfamiliar with, please see our glossary www.rathbonesam.com/glossary-of-terms-and-faqs which will provide an explanation Rathbones multi-asset investing team:David Coombs, Head of Multi-Asset InvestmentsWill McIntosh-Whyte, Fund Manager, Rathbone Greenbank Multi-Asset Portfolio funds and Rathbone Multi-Asset Portfolio fundsHannah Kennedy, Portfolio Management Assistant – Multi AssetRahab Paracha, Sustainable Multi-Asset Investment Specialist About Rathbones:Rathbones, a FTSE 250 listed company, provides individual investment and wealth management services for private clients, charities, trustees and professional partners. Rathbone Asset Management is a UK fund manager, offering equity and bond unit trusts and a multi-asset fund range to meet your capital growth and income requirements. Rathbone Asset Management Limited is a wholly-owned, London-based subsidiary of Rathbones Group plc. This podcast is intended for retail and professional investors. Any views and opinions are those of the investment manager, and coverage of any assets held must be taken in context of the constitution of the fund and in no way reflect an investment recommendation. Past performance should not be seen as an indication of future performance. The value of investments and the income from them may go down as well as up and you may not get back your original investment. This podcast has been produced for information purposes only and isn't intended to constitute financial advice. Any views expressed during this recording belong to the individuals and are based on market conditions at the time of recording; Investments referred to may not be suitable for all recipients. Any mention of a specific security should not be interpreted as a solicitation to buy or sell a specific security. Rathbone Asset Management Limited is authorised and regulated by the Financial Conduct Authority. A member of the Investment Association. A member of the Rathbones Group. Registered office: 30 Gresham Street, London, EC2V 7QN. Registered in England No. 02376568.
Would every company be affected if the AI bubble were to burst? That's what Sundar Pichai, the head of Google's parent firm Alphabet reckons.The facts are startling, with the crypto market shedding more than $1tn in six weeks amid fears that the bubble may just go pop. With bitcoin price at its lowest level since April and the FTSE 100 falling, the guys at the top still say they absolutely do NOT think there'll be a burst. That normally goes well right?In UK News, Philip has started somewhat of an X meltdown. He reported that British abortion rates as a % of pregnancies are exploding in spite of recent innovations in contraception. Warning that this a major signal that something is deeply wrong in the economy. Is Britain heading to an almighty demographic crash-out, leading to an immigration boom?Meanwhile in Mexico, after thousands of demonstrators marched in the capital on Saturday to protest against violent crime President Sheinbaum has again dismissed Trump's threat of sending in US troops. Sheinbaum said the marches, which also took place in other cities, had been funded by right-wing politicians who oppose her government. Could the US be trying to encourage a colour revolution? While Trump continues to keep eyes on his armada in the southern Caribbean, close to Venezuela, who's to say? And would it even work?Still hungry for more? Philip sat down to converse with Jacques Sapir, a leading expert on the Russian economy, and part of the Institute of Economic War in Paris, to chat all things Russia, for the Danube Institute. Thoroughly recommended, you can watch here: https://youtu.be/5raqAVEOWXURemember you can get special paywalled premium episodes of Multipolarity every month on Patreon: https://patreon.com/multipolarity or by becoming a member on our YouTube Channel (just click Join).
In this episode of "What's the Risk?" we take a look at the historic performance of the FTSE All-World Ex US Index. Some people would know the ETFs that seeks to track the performance of this index as Vanguard's VEU in both Australia and the US. Since it's inception in 2000, this index has struggled over he long term. It almost began with the dotcom bubble bursting, then later in the 2000's saw the global financial crisis, which lingered for a long time in Europe. While its performance has improved, it was then shaded by the strong recovery in US stocks over the past 15 years which has left some investors questioning why invest outside of the US?In more recent times people have started to question whether the US is the place to be due to several notable reasons, but as we point out, it's best not to over or under allocate based on what you think might happen because you could easily be wrong footed and miss out on returns when they arrive or see a period of underperformance in the areas you over allocate to.Want to learn more about investing? Get our Book: https://www.amazon.com.au/Your-Investment-Philosophy-Protecting-Fraudsters-ebook/dp/B0BCPJ8BGC/ https://www.mfg.com.au Mancell Financial Group is an Authorised Representative No. 226266 and Credit Representative No. 403187 of FYG Planners Pty Ltd, AFSL/ACL No. 224543. ABN 29 009 541 253. Hosted on Acast. See acast.com/privacy for more information.
This is a free preview of a paid episode. To hear more, visit www.theflyingfrisby.comI don't mean to get all bearish on you.Bearish copy - it's all going down, it's going to crash - gets more eyeballs than “everything's fine”. Bearish commentators usually have bigger followings. Bad news sells.But bears are usually wrong. They've predicted 13 of the last two corrections.The fact is, as human beings progress and economies grow, markets tend to rise. This is doubly so when the underlying unit of account - the pound, the euro, the dollar - is being systematically debased. (Which makes the underperformance of the FTSE these last 25 years even more incredible by the way). Stock markets, especially in the US, have become places to park capital, where you can reduce erosion by inflation.So that's my disclaimer out of the way.I'm feeling bearishWe'll start with bitcoin. It's a leading indicator for the Nasdaq and tech. It's sold off - from $125,000 in early October to $90,000 a coin on Monday. Remember: I targeted $90,000 a coin a few weeks back.The crypto summer was muted, so we can expect this crypto winter to be similarly muted - no 90% corrections in other words. But we are almost 30% down already.Strip out the noise and HODL is my advice. That's what I'm doing. There has been no better investment strategy over the last 15 years and I'm sticking with it. But a crypto winter is upon us, it seems. Let's hope it's a mild one.Here's the chart. Look at the 50 day moving average in red. This is the third time in since 2024 that we have been in this situation.One correction lasted most of 2024 - well, March to October - the other took up the first five months of this year. They passed.Also worth noting is how each correction seems to have three spikes down - three drives to the bottom. This time around we have only had one, so maybe a couple more to go. That is not a prediction by the way: just an observation.The corrections in gold and silver have been more muted. But I have to say the silver chart concerns me. Double top or what?I thought the October correction would go deeper than it did, but it held up at the 50 day moving average (red line). That's a sign of strength. This rebound rally, dead cat bounce - whatever you want to call it - has taken us right back to the old highs, while gold and the S&P500 both made lower highs. That is also a sign of relative strength.But the second high was not confirmed by the silver miners, that is not good. And now we have a double top on our hands, until we don't.I would think we have one more leg down to get through plus some sideways consolidation to digest the gains of earlier this year. Here is gold, FYI, which has conspicuously made a lower high. This one might want to go into the $3 thousands for a bit.The stock market has this ridiculous Nvidia situation to get through. $4.4 trillion market cap - and that's after the recent pullback. 40 stocks account for something like 60% of the market cap of the five hundred stocks in the S&P. It needs to rebalance, otherwise it's an index of 40 stocks with 460 hangers-on. Corrections are how these things happen.So I am feeling über cautious. There is nothing wrong with having cash in times like this - it means you can buy stuff.On the other hand, the year end rally is approaching - so maybe we should just stay long. As with bitcoin, the way to play the stock market since 2009 when the S&P500 reached 666 - it is ten times that today! - has been simply to hold on through. With so many conflicting messages, it's hard to know what to do. Dolce Far Niente … Italian for HODL.With all that in mind, I want to just skim through some of my speculative positions and give you my latest opinion on them. we are going to look at Metals Exploration (MTL.L), Comstock (LODE.NYSE), Lightbridge (LTBR), Minera Alamos (MAI.V) and more. Time to sell? Time to buy more?Let's see. A review of the speculative portfolioWe'll start with Metals Exploration (MTL.L), my largest position.
This is a free preview of a paid episode. To hear more, visit www.theflyingfrisby.comI don't mean to get all bearish on you.Bearish copy - it's all going down, it's going to crash - gets more eyeballs than “everything's fine”. Bearish commentators usually have bigger followings. Bad news sells.But bears are usually wrong. They've predicted 13 of the last two corrections.The fact is, as human beings progress and economies grow, markets tend to rise. This is doubly so when the underlying unit of account - the pound, the euro, the dollar - is being systematically debased. (Which makes the underperformance of the FTSE these last 25 years even more incredible by the way). Stock markets, especially in the US, have become places to park capital, where you can reduce erosion by inflation.So that's my disclaimer out of the way.I'm feeling bearishWe'll start with bitcoin. It's a leading indicator for the Nasdaq and tech. It's sold off - from $125,000 in early October to $90,000 a coin on Monday. Remember: I targeted $90,000 a coin a few weeks back.The crypto summer was muted, so we can expect this crypto winter to be similarly muted - no 90% corrections in other words. But we are almost 30% down already.Strip out the noise and HODL is my advice. That's what I'm doing. There has been no better investment strategy over the last 15 years and I'm sticking with it. But a crypto winter is upon us, it seems. Let's hope it's a mild one.Here's the chart. Look at the 50 day moving average in red. This is the third time in since 2024 that we have been in this situation.One correction lasted most of 2024 - well, March to October - the other took up the first five months of this year. They passed.Also worth noting is how each correction seems to have three spikes down - three drives to the bottom. This time around we have only had one, so maybe a couple more to go. That is not a prediction by the way: just an observation.The corrections in gold and silver have been more muted. But I have to say the silver chart concerns me. Double top or what?I thought the October correction would go deeper than it did, but it held up at the 50 day moving average (red line). That's a sign of strength. This rebound rally, dead cat bounce - whatever you want to call it - has taken us right back to the old highs, while gold and the S&P500 both made lower highs. That is also a sign of relative strength.But the second high was not confirmed by the silver miners, that is not good. And now we have a double top on our hands, until we don't.I would think we have one more leg down to get through plus some sideways consolidation to digest the gains of earlier this year. Here is gold, FYI, which has conspicuously made a lower high. This one might want to go into the $3 thousands for a bit.The stock market has this ridiculous Nvidia situation to get through. $4.4 trillion market cap - and that's after the recent pullback. 40 stocks account for something like 60% of the market cap of the five hundred stocks in the S&P. It needs to rebalance, otherwise it's an index of 40 stocks with 460 hangers-on. Corrections are how these things happen.So I am feeling über cautious. There is nothing wrong with having cash in times like this - it means you can buy stuff.On the other hand, the year end rally is approaching - so maybe we should just stay long. As with bitcoin, the way to play the stock market since 2009 when the S&P500 reached 666 - it is ten times that today! - has been simply to hold on through. With so many conflicting messages, it's hard to know what to do. Dolce Far Niente … Italian for HODL.With all that in mind, I want to just skim through some of my speculative positions and give you my latest opinion on them. we are going to look at Metals Exploration (MTL.L), Comstock (LODE.NYSE), Lightbridge (LTBR), Minera Alamos (MAI.V) and more. Time to sell? Time to buy more?Let's see. A review of the speculative portfolioWe'll start with Metals Exploration (MTL.L), my largest position.
Celebrating 100 Episodes. The wins, the work and what comes nextIn celebration of this milestone episode James shares lessons learned from his podcasting journey over the last two years and how they relate to your growth and development. He profiles the most downloaded episodes and shares the chance to win one of five complimentary high performance executive coaching sessions with him. There is also a coveted place on The Leadership Accelerator, our flagship coaching programme available to be won.OUR TOP DOWNLOADED EPISODES SO FAREpisode 83 - Leadership Essentials: ApproachabilityEpisode 7 - Maximising First ImpressionsEpisode 65 -Leadership Essentials: Consistency Episode 10 - Leadership Essentials: Authenticity Episode 11 - Leadership Essentials: Delegation Episode - 9 Warning signs of burnout and tips to prevent itEpisode 80 - Feedback culture: The secret weapon of high performing teams (Part 1: Giving feedback)Episode 81 - Feedback culture: The secret weapon of high performing teams (Part 2: Receiving feedback)Episode 57 - Lessons from my leadership journey ABOUT THE HOST James is an experienced mentor, coach and thought leader who works with a range of clients from FTSE 100 companies, SME´s the NHS and wider public and not for profit sectors. His twenty year career in elite sport initially as a professional rugby player but predominantly as a chief executive has given him an invaluable insight in managing the success, failures and pressures associated with leadership at the highest level. As a high performance coach James specialises in enhancing resilience and leadership development. He is a passionate advocate of the notion that to find lasting fulfilment we need to take a holistic view of high performance. CONNECT & CONTACT Website www.thelonelyleader.co.ukThe Lonely Leader's LinkedIn James' LinkedInInstagramEmail: hello@thelonelyleader.co.uk Hosted on Acast. See acast.com/privacy for more information.
Episode 74 comes at you from inside the 26th Annual TD Securities Portfolio Management and Market Structure Conference held in Toronto in early November. In this episode, we replay a panel discussion with executives from the leading benchmark providers MSCI, S&P and FTSE-Russell alongside an index manager from State Street Investment Management. Topics discussed include the difficulty of reconciling domestic and global benchmark policies, evolving rules on domicile, concentration and capping rules and the emerging issue of eligibility for companies around the world running crypto treasury operations inside operating companies, so-called Digital Asset Treasury Companies. Chapter Headings 02:54 Domestic Benchmark Overlap06:52 What It Would Take to Make Canadian Names Eligible for S&P 500?14:51 FTSE 100 Eligibility for non-UK Incorporated Issuers27:38 Mag 7 Concentration31:48 Eligibility of Digital Asset Treasury Companies36:44 MSCI/FTSE Split on Viet Nam and South Korea48:15 Implications of 24-hour Trading This podcast was recorded on November 6, 2025 For relevant disclosures, visit: tdsecurities.com/ca/en/legal#PodcastDisclosure. To learn more about TD Securities, visit us at tdsecurities.com or follow us on LinkedIn @tdsecurities. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Who's winning 2-0? Find out on this week's PlayingFTSE Show!Steve W's matched the S&P 500 this week and Steve D's not far behind. Despite some big movements, it's all pretty tight in the stock market this week.3i – one of the FTSE 100's top performers – crashed at the end of the week. It's been a bad year for private equity firms, but the company had been holding up well. Steve W thinks he knows what's going on. And it has less to do with the private equity theme than the ongoing retail theme of falling like-for-like sales growth…Steve D's been looking at Taylor Wimpey. The latest results look decent and the stock moved a little bit as a result, but there are probably bigger things going on for the firm.The UK Budget is on the way and there's plenty to focus on there. But is a 9% dividend yield part of the problem or something for investors to get excited about?QXO is a stock most UK investors probably don't have on their radars, but Steve W thinks they should. He's got his eye on a 500% gain in the next 10 years. The firm is planning to roll up the building materials industry and it has a CEO with a very impressive track record. There's a lot of eggs in a basket called “Brad Jacobs”, though.Tecnoglass has released its latest earnings and our resident shareholder - Steve D - is not impressed. Higher costs are weighing on margins and that's not a good sign. Should he cut bait with this one or wait around for a better environment? Steve W thinks it might still have some promise, but the big question is how long it takes to realise this.Only on this week's PlayingFTSE Podcast!► Get a free fractional share!This show is sponsored by Trading 212! To get free fractional shares worth up to 100 EUR / GBP, you can open an account with Trading 212 through this link https://www.trading212.com/Jdsfj/FTSE. Terms apply.When investing, your capital is at risk and you may get back less than invested.Past performance doesn't guarantee future results.► Get 15% OFF Fiscal.ai:Huge thanks to our sponsor, Fiscal.ai, the best investing toolkit we've discovered! Get 15% off your subscription with code below and unlock powerful tools to analyze stocks, discover hidden gems, and build income streams. Check them out at Fiscal.ai!https://fiscal.ai/?via=steve► Follow Us On Substack:Sign up for our Substack and get light-hearted, info-packed discussions on everything from market trends and investing psychology to deep dives into different asset classes. We'll analyze what makes the best investors tick and share insights that challenge your thinking while keeping things engaging.Don't miss out! Sign up today and start your journey with us.https://playingftse.substack.com/► Support the show:Appreciate the show and want to offer your support? You could always buy us a coffee at: https://ko-fi.com/playingftse(All proceeds reinvested into the show and not to coffee!)► Timestamps:0:00 INTRO & OUR WEEKS7:50 3I25:39 TAYLOR WIMPEY50:41 QXO1:04:18 TECNOGLASS► Show Notes:What's been going on in the financial world and why should anyone care? Find out as we dive into the latest news and try to figure out what any of it means. We talk about stocks, markets, politics, and loads of other things in a way that's accessible, light-hearted and (we hope) entertaining. For the people who know nothing, by the people who know even less. Enjoy► Wanna get in contact?Got a question for us? Drop it in the comments below or reach out to us on Instagram: https://www.instagram.com/playing_ftse/► Enquiries: Please email - playingftsepodcast@gmail(dot)com► Disclaimer: This information is for entertainment purposes only and does not constitute financial advice. Always consult with a qualified financial professional before making any investment decisions.
In this week’s Merryn Talks Money market wrap, Merryn Somerset Webb and John Stepek dissect the latest UK housing trends ahead of the budget, exploring why falling mortgage rates might not be enough to lift property prices amid growing uncertainty. They also touch on the sluggish UK economy, the FTSE 100’s near-record run, and whether the AI boom in US markets is showing shades of a bubble. Don't forget to sign up for our live podcast taping in London on November 27:https://go.bloomberg.com/attend/invite/post-budget-merryn-talks-money/See omnystudio.com/listener for privacy information.
European equities opened broadly lower, with all major indices in the red as sentiment soured following weakness in APAC trade; FTSE 100 lags.US equity futures are weaker across the board in pre-market trade as Tech continues to lag on valuation concerns. GBP/USD is in focus this session following reports that Chancellor Reeves has scrapped plans for an income tax rate hike, a move seen as increasing fiscal risks ahead of the November 26th budget.Gilts experienced a volatile session, with the benchmark plunging from 93.37 to 92.07, but has since rebounded modestly on reports around UK forecasts.UKMTO notes of incident off the coast of UAE's Khor Fakkan [near the Strait of Hormuz], believed to be state activity; Vessel is transiting towards Iranian territorial waters.Looking ahead, speakers include ECBʼs Cipollone & Lane, Fedʼs Bostic, Schmid & Logan. Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk
On this episode of the AJ Bell Money and Markets podcast, Laura Suter delivers some good news on pension tax free cash after it's reported that the Chancellor won't alter allowances at the Budget. [2:10] But with a merry-go-round of speculation every year impacting savers' decisions, AJ Bell is calling for the government to take seriously its calls for a pension tax lock. As the FTSE 100 breaks more records and edges closer to the psychologically important 10,000 mark, Danni Hewson digs into what's behind this latest run of good form. Spoiler: it's not all good news. [4:40] An anticipated end to the US government shutdown has helped offset renewed nerves about an AI bubble after Softbank sold its entire stake of Nvidia. [9:32] And former Tesco boss Dave Lewis will be hoping every little can help him turn around the fortunes of drinks maker Diageo. [13:30] Tom Sieber joins the team to talk about changes to AJ Bell's Shares magazine [16:30] With talk about potential changes to the cash ISA limit to try and get more of us to move away from cash savings and into investing, Laura's been crunching the numbers to find out exactly how investing in cash or stocks and shares compares over time [21:30]. Plus HMRC has been clamping down on benefits fraud – but they've not always been getting things right. [28:30] And our guest interview this week is a catch up with Ayush Abhijeet, Investment Director at Ashoka India Equity, who explains why returns have been a bit lacklustre over the past year and why that creates an opportunity for investors. [30:30]
This week we've had some worrying looking unemployment figures and disappointing GDP growth. Meanwhile, the FTSE 100 soared within touching distance of 10,000, before hitting a Friday slump. Mix it all together and what does it show about the UK economy? Lee Boyce, Helen Crane and Georgie Frost discuss. Nationwide Building Society has promised to keep all of its branches open until 2030 while major banks exit the high street. Does it make business sense? The Royal Mint has launched some yellow gold coins that has investors excited and what about gold's 'annoying little brother' silver - is it set to see prices soar? Lastly, we reveal the tale of a reader who had their flights to Dubai cancelled by BA at the last minute... before being quoted £20,000 one-way by Emirates to get away for half-term.
President Trump signs a new Federal funding package to end the 43-day government shutdown – the longest in U.S. history. Trump has railed against the Democrats over the $1tn cost involved during the delay to passing the bill. In Europe, the Stoxx600 passes another milestone with benchmarks across the Continent rallying, including the FTSE 100 which nears the 10,000-mark. German engineering giant Siemens posts record net income for the third consecutive year but falls short of expectations with quarterly profits down and the firm set to slash its $39bn stake in Siemens Healthineers.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
European stocks opened mixed and traded choppily since, with macro drivers light; FTSE 100 is subdued post-GDP.DXY drifted lower in early Europe after holding steady overnight, with little reaction to the passage and signing of the US funding bill that formally ends the shutdown.USTs opened softer as risk appetite improved overnight following the House vote to end the shutdown and President Trump signing the legislation.Crude benchmarks are steady after Wednesday's slide, spot gold rises on a softer USD, and base metals extend on Wednesday's gains.Looking ahead, highlights include US Cleveland Fed (Oct), New Zealand Manufacturing PMI (Nov). Speakers include BoE's Greene, Fed's Daly, Kashkari, Musalem & Hammack, ECB's Elderson, SNB's Tschudin & Moser, Supply from the US. Earnings from Applied Materials, Disney.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk
Overnight in the US, Wall St saw a very similar trading day to yesterday's, with the Dow Jones advancing 0.7% to reset its record, while the Nasdaq slipped a further 0.3%, lead once again by reevaluations in the high flying AI sector. The S&P500 meanwhile edged 0.2% higher on the day.Across the pond Europe's strong momentum continued with another day of solid gains. The Stoxx 600 index closed up 0.71%, drive primarily by Germany's DAX and the French CAC, which added 1.22 and 1.04% respectively. The FTSE lagged behind, only edging up 0.1% higher.Asia saw a mixed session, as the Hang Seng and Nikkei added 0.85% and 0.43% respectively, while China's CSI index closed down 0.1%. Locally yesterday, the ASX saw its second straight day of the market opening higher, but ending the day in the red. The ASX 200 slipped 0.22%, despite 6 of the 11 key sectors in the green. Mineral Resources (ASX:MIN) was the biggest winner, with investors impressed by the announcement of a new deal with South Korea's POSCO to sell a 30% stake in its lithium operations for 765 million USD. On the losing end, popular tech stock Life360 (ASX:360) tumbled 13% after reporting lower than expected user growth numbers, and Commonwealth Bank (ASX:CBA) slipped a further 3% after yesterdays sell off as investors continue to weigh the disappointing results. What to watch today:Looking ahead to today, the SPI futures indicate that the ASX will open slightly higher, with a 0.12% gain. In precious metals, Gold and Silver continue to extend their recent rallies, with gold up a further 1.7% to just under $4200 USD per ounce, while silver is trading another 4.1% higher at 53 USD and 30 cents per ounce. Meanwhile, Crude Oil prices have plummeted nearly 4 and a half percent down to 58 USD and 40 cents per barrel, after a recent OPEC report suggested that global oil supply is expected to match demand in 2026, marking a shift from previous forecasts which had predicted a supply deficit. And Iron ore is trading up 0.6% to 104USD and 17 cents per tonne. Trading ideas:Bell Potter has maintained its buy rating on gaming machines supplier Aristocrat Leisure (ASX:ALL) and increased its 12-month price target to $80 per share, based on its forecasted NPAT and EBIT growth from ongoing R&D projects. And Trading Central have identified a bullish signal in Regis Resources (ASX:RRL), indicating that the price may rise from the close of $6.88 per share, to the range of $7.40 to $7.60 per share over a period of just 17 days, according to the standard principles of technical analysis.
ITURRALDE: ¿Cómo pagará EEUU su deuda?: "Seguramente robando activos, por eso el cerco a Venezuela"En esta entrevista con Alberto Iturralde, director de Operativa DAX, se habla de cómo el mercado europeo muestra un comportamiento alcista, con índices como el DAX acercándose a máximos históricos y el FTSE 100 y el MIFID italiano manteniéndose también en niveles elevados. Alberto Iturralde explica que el cierre del gobierno federal en EE. UU. y la temporada de resultados influyen en la dinámica del mercado, pero el fondo sigue siendo positivo. Señala que la entrada de grandes inversores, la salida a bolsa de compañías de inteligencia artificial y el buen desempeño de sectores adyacentes, como la energía, generan un sentimiento comprador que mantiene la tendencia al alza, mientras que los recortes puntuales suelen ser breves y seguidos por nuevas subidas.En cuanto a divisas y activos refugio, Iturralde subraya que el dólar ya no cumple completamente esa función debido al creciente endeudamiento de EE. UU. y a las políticas fiscales expansivas, siendo el oro la alternativa más fiable. Respecto a criptomonedas como Bitcoin, advierte que son activos especulativos altamente influenciados por la liquidez y el sentimiento de los inversores, por lo que recomienda destinarlas solo a una pequeña parte de la cartera con fines especulativos y no como reserva de valor. La gestión prudente y la comprensión de su naturaleza intrínseca son claves para evitar pérdidas significativas.iturralde #eeuu #deuda #activosfinancieros #venezuela #economia #trump #venezuela #europa #bitcoin #mercados #ia #bolsadevalores #entrevista #negociostvSi quieres entrar en la Academia de Negocios TV, este es el enlace: https://www.youtube.com/channel/UCwd8Byi93KbnsYmCcKLExvQ/join Síguenos en directo ➡️ https://bit.ly/2Ts9V3pSuscríbete a nuestro canal: https://bit.ly/3jsMzp2Suscríbete a nuestro segundo canal, másnegocios: https://n9.cl/4dca4Visita Negocios TV https://bit.ly/2Ts9V3pMás vídeos de Negocios TV: https://youtube.com/@NegociosTVSíguenos en Telegram: https://t.me/negociostvSíguenos en Instagram: https://bit.ly/3oytWndTwitter: https://bit.ly/3jz6LptFacebook: https://bit.ly/3e3kIuy
China is reportedly devising a plan to keep the US military from getting its rare earth magnets and is considering a ‘validated end-user' system to fast-track certain export licenses, according to WSJ.European bourses firmer across the board, with outperformance in the FTSE 100; US equity futures are modestly lower.NVIDIA slips -1.5% after Softbank sells stake and following poor CoreWeave results.GBP slides on dismal UK jobs, EUR unreactive to ZEW; DXY treads water.Gilts soar post-jobs data which raises the odds of a December BoE cut; USTs cash bond trade shut on account of Veterans' Day.XAU peaks just shy of USD 4150/oz as continued attacks on Russian refineries drive crude benchmarks higher.Highlights include Weekly Prelim Estimate ADP, Speakers including BoE's Dhingra, RBA's Jones.Holidays: US Veterans' Day; Canadian Remembrance Day.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk
Episode 99Leadership Essentials: Productivity - Reclaiming focus in a distracted worldSUMMARY SECTION In this episode of The Lonely Leader Podcast, James Rule explores how society is sleep walking into the destruction of our productivity and associated fulfilment. He guides the listener through simple steps to identify the main disruptors of our productivity and shares a road map to diminish them and build new levels of professional and personal performance. You deserve to bring the best version of you to every role you take on. We hope this episode will help you to do exactly that.KEY TAKEAWAYSIt takes at least 15 minutes to regain our concentration after every disruption.When we consider the level of disruption we experience on a daily basis are we ever really in deep concentration and realising our optimum performance?Curate the social media and news feeds that you consume with care. We cannot optimise our productivity if we have already disempowered our mindset and drained our energy with the online content we have consumed. ABOUT THE HOST James is an experienced mentor, coach and thought leader who works with a range of clients from FTSE 100 companies, SME´s the NHS and wider public and not for profit sectors. His twenty year career in elite sport initially as a professional rugby player but predominantly as a chief executive has given him an invaluable insight in managing the success, failures and pressures associated with leadership at the highest level.As a high performance coach James specialises in enhancing resilience and leadership development. He is a passionate advocate of the notion that to find lasting fulfilment we need to take a holistic view of high performance. EPISODES TO CHECK OUT NEXTEpisode 48 - Leadership Essentials: PresenceEpisode 37 - Recovery: The missing link for high performance Episode 18 - Reclaim control over digital distraction CONNECT & CONTACT Website www.thelonelyleader.co.ukThe Lonely Leader's LinkedIn James' LinkedInInstagramEmail: hello@thelonelyleader.co.uk Hosted on Acast. See acast.com/privacy for more information.
What if the key to leading brilliant brand teams was already wired into your brain? Claire Koryczan, founder of Imagine Beyond, has helped FTSE 100 brands and creative agencies unlock smarter ways to lead, create and think. In this episode, she shares how neuroscience shapes everything from energy in meetings to decision-making under pressure. Expect practical tips, brain-friendly habits, and a few stories from the front lines of brand leadership. Is your strategy still right for 2026? Book a free 15-min discovery call to get tailored insights to boost your brand's growth.
In the US, Wall St saw a mixed session overnight, with the Dow Jones closing up 1.18% to set a fresh record high, while the Nasdaq slipped 0.25% as volatility in the AI sector continues. Nvidia pulled back 2% from yesterday's rally on news that Japanese investment holding company SoftBank had sold its entire 5.8 billion USD stake in the company. Meanwhile, the S&P 500 also saw gains overnight, adding 0.21%. In Europe, markets across the continent carried their momentum from yesterday as optimism following the end of the US government shutdown continued. The pan European Stoxx 600 index closed up 1.3%, as the FTSE and French CAC saw gains of over 1%, while the German DAX was slightly behind, only advancing half a percent. Back home yesterday, despite opening in the green and seeing 8 of the 11 key sectors positive, the ASX 200 declined 0.2% on the day. It was primarily weighed down by the financial sector, where the big story was Commonwealth Bank (ASX:CBA) shares tumbling 6.6%, after the bank reported higher net interest margin and cost pressure than expected. What to watch today:Looking ahead to today's trading session, the SPI futures indicate that the ASX will open up 0.2%.Both gold and silver have continued to rally, bringing them now to a 5% and 8.5% advance on the week so far respectively. Gold is currently trading at 4129USD per ounce, while silver is at 51USD per ounce. Crude oil is trading 1.5% higher at nearly 61 USD per barrel, as the US recently announced fresh sanctions on Russian oil along with optimism on the impending end of the government shutdown. Iron ore is down 0.4% at 103 UD and 56 cents per tonne.Trading ideas:Bell Potter has upgraded its recommendation on pharmaceutical giant Pro Medicus (ASX:PME) from a hold to a buy, with a 12 month target price of $320 per share, based on its baseline revenue forecast along with the announcement of 3 new major deals in the US. And Trading Central have identified a bullish signal in pathology services provider Australian Clinical Labs (ASX:ACL), indicating that the price may rise from the close of $2.64 to the range of $2.99 to $3.07 over a period of 12 days, according to the standard principles of technical analysis.
Award-winning executive, Niraj Kapur, has worked in corporate London for 23 years. From small businesses to a national newspaper to FTSE 100 and FTSE 250 companies, he's experienced it all and shares his insight, knowledge, big wins and horrible failures. Containing 27 valuable lessons, plus 17 interviews with experts, Everybody Works In Sales combines unique storytelling and personal development to ensure you have the tools you need to do better in your career. Niraj has also had several screenplays optioned, sitcoms commissioned, kids' shows on Channel 5's Milkshake and CBBC. His movie Naachle London was released in select cinemas across the UK. To find out more, connect with Niraj at www.nirajkapur.com
Join us for an insightful conversation with Russell Shor, Senior Market Strategist at Tradu, as we delve into UK interest rates, the bond market, the FTSE 100, and the gyrations in US AI stocks.Find out more about Tradu here.In this episode, we dive deep into the Bank of England's latest interest rate decision and its unexpected implications, explore the potential trajectory of the BoE's rate cuts heading into the next meeting, and analyse what the GBP/USD pair's immediate reaction signals about currency markets.Russell shares his expert perspective on critical questions shaping investment strategies: Is the current budget a bond market narrative or something more nuanced? Could the FTSE 100 reach the psychological 10,000 milestone before Christmas? We also examine growing concerns about AI's impact on the US dollar and break down Palantir's dramatic market reaction.Looking to the year-end, Russell outlines where he sees the biggest trading opportunities, offering actionable insights for traders. Hosted on Acast. See acast.com/privacy for more information.
For our last business podcast, we talked about the big PLCs, the companies traded on the stock exchange.在上一期商业播客中,我们谈到了大型公众有限公司(PLCs),也就是在证券交易所上市的公司。We're talking about the stock exchange. Richard, what is it?我们现在要谈的是证券交易所。Richard,它是什么?The stock exchange is also called the stock market and essentially it is a market.证券交易所也叫股票市场,本质上它就是一个市场。It's where the big companies, the shares in the big companies are bought and sold. Simple as that.在那里,大公司的股票被买卖。就是这么简单。Now, Richard, I have to confess my image of the stock market comes from films where you often see scenes of people throwing their arms in the air and, you know, lots of pieces of paper.Richard,我得承认,我对股票市场的印象来自电影——你经常看到人们挥舞着手臂,还有满天飞的纸片。It seems very mad. What's happening there?看起来很疯狂。那是怎么回事?Well, that doesn't really happen anymore. That system is called an open outcry.嗯,现在基本不会那样了。那种方式叫“公开喊价”。And basically these are the guys in the exchange buying and selling the shares. Only a certain number of people can do this in the old days.以前交易所里只有特定的人可以大声喊价买卖股票。So the old days, they don't do that anymore? Not so much now.所以那是以前了,现在不再这样了?现在基本不这样了。It's nearly all electronic trading.现在几乎全部是电子交易。I know that there's the FTSE 100 and there's things like the Dow Jones. What exactly are they?我知道有富时100指数,还有道琼斯这样的指数。它们到底是什么?Well, the FTSE 100 is basically the 100 biggest shares in the UK.富时100指数实际上是英国最大的100支股票。100 biggest companies? 100 biggest companies, yes.100家最大公司?没错,就是100家最大公司。It's a number to represent the total value of those 100 companies.它是一个代表这100家公司总价值的指数数字。And of course, as individual shares go up and down, what happens to the FTSE 100 gives a general indication of all of them, what's going on.当然,随着个股的涨跌,富时100的变化可以总体反映市场情况。So that's why it's called an index, because it's an indication. Exactly.所以它叫指数,因为它是一种指示。没错。And that's the same for the Dow Jones? The Dow Jones is the top 30 companies in America.道琼斯也是如此?道琼斯指数是美国最大的30家公司。And in Germany, you have the DAX, which again is the top 30 companies in Germany.德国有DAX指数,代表德国最大的30家公司。So all of these are indications of how the stock market is going in those countries? Exactly.所以这些指数都反映了各国股市的表现?没错。So there's the bear and the bull, isn't there? Stocks and shares generally rise and we call that a bull market.还有“熊”和“牛”,对吧?股票整体上涨时叫牛市。And then, or if they're generally falling, we call that a bear market.如果整体下跌,就是熊市。It always seems to me, Richard, that the stock market is a kind of a veryelitebuying market. Can anybody buy shares?Richard,我一直觉得股市是精英才能参与的市场。任何人都可以买股票吗?Well, yes. Actually, because most stock market trading is done online now, anybody can open up an online account and buy shares through the internet.当然可以。现在大多数交易都在线进行,任何人都可以开个网上账户买股票。It's very simple and it doesn't cost that much anymore.很简单,而且成本已经不高了。But interestingly, actually, I think most people will already have shares.但有趣的是,我认为大多数人其实已经持有股票了。Really?真的吗?Well, because a lot of people have pensions, especially company pensions, and the pension companies themselves invest their money in the stock exchange.是的,因为很多人有养老金,尤其是公司养老金,而养老金公司会把这些资金投资到股市。So anyone with a pension already will probably have a significant portion of that pension invested in the stock market.所以任何有养老金的人,其实都有一部分钱投资在股市里。Already? Yes.已经投资了?是的。I do know if you buy, if you spend too much money on buying shares and things, it can all go horribly wrong and you can lose your investment in your house, etc, etc. How risky is it?我知道如果你投入太多钱买股票,事情可能会变得很糟糕,你甚至可能损失所有投资甚至房子。风险到底有多大?Well, yes, of course, if you buy shares in just one company, that company goes bust, you've lost everything.是的,如果你只买一家公司的股票,而那家公司倒闭,你就会损失所有投资。So what a lot of people do is buy a fund.所以很多人会选择买基金。OK, what does that mean?好的,那是什么意思?Well, a fund is a collection of companies. So if any one of them does really badly, you don't lose all your money.基金就是一篮子公司。如果其中一家表现不好,你不会损失全部资金。But of course, if one of them does really well, then you do pretty well.当然,如果其中一家公司表现特别好,你也能赚到钱。So buy a fund. Your investment is spread then?所以买基金更好。这样投资就分散了?The key is to spread the risk. Don't put all your eggs in one basket.关键是分散风险。不要把所有鸡蛋放在一个篮子里。Otherwise, you'll have egg on your face.否则,你会颜面尽失(丢大脸/损失惨重)。
In this episode of "What's the Risk?" we take a look at the historic performance of the MSCI Emerging Markets Index. Some people would know ETFs that seeks to track the performance of this index as Blackrock's IEM and Betashares BEMG ETF.Emerging markets have been much better as of late, and that's attracted the attention of investors again. It wasn't that long ago that emerging markets were significantly punished after Russia invaded Ukraine, and they were in the doldrums for a time after. This highlights some of the risks associated with emerging markets, some countries have governments and leaders that can increase volatility if you overweight them. While we're looking at MSCI's index, we do a comparison to FTSE's index which is tracked by Vanguard's VGE in Australia, and look a some of the differences between the two because there are some differences on country inclusions and size inclusions.Want to learn more about investing? Get our Book: https://www.amazon.com.au/Your-Investment-Philosophy-Protecting-Fraudsters-ebook/dp/B0BCPJ8BGC/ https://www.mfg.com.au Mancell Financial Group is an Authorised Representative No. 226266 and Credit Representative No. 403187 of FYG Planners Pty Ltd, AFSL/ACL No. 224543. ABN 29 009 541 253. Hosted on Acast. See acast.com/privacy for more information.
S&P futures are pointing to flat open following Tuesday's selloff. European equity markets are edging lower in early trades, though the FTSE 100 is bucking the trend, supported by strength in defensive sectors. Asian markets ended largely lower today, with Japan's Nikkei and South Korea's Kospi both losing over (3%) as tech stocks faced sustained selling pressure. Major losses came from SoftBank, Advantest, and Tokyo Electron in Japan; Samsung and SK Hynix in South Korea; and TSMC in Taiwan, dragging respective indices lower. The Kospi is on track for its worst day since April. Companies Mentioned: Axon Enterprise, Alphabet, AMD
In this episode, host David Dungay sits down with Will Morey, Managing Director of Channel at Gamma, to go behind the scenes of one of the UK's most influential channel-first businesses. From his personal journey to Gamma's evolving product stack and growth into a FTSE-listed giant, Will unpacks the market's biggest trends, challenges, and opportunities. If you're a channel partner navigating the future of UC, voice security, AI, and data-driven customer engagement, this one's unmissable.What happens when a channel veteran with 30 years in tech takes the reins at one of the UK's most successful UC providers? You get vision, clarity, and unapologetic channel advocacy.In this deep dive, Will shares Gamma's roadmap for empowering partners, the evolution of UC, and why the channel is more vital than ever. With candid insight into AI, product evolution, and partner expectations, this conversation delivers actionable takeaways and plenty of food for thought.- From PBX to UC and beyond – How Gamma's portfolio helps partners address every customer from 1 to 500+ users.- Channel-first by design – Why Gamma's ecosystem, go-to-market strategy, and startup mentality still sets it apart.- AI, data, and CX – How Gamma is baking intelligence and analytics into everything, without falling into the “AI hype” trap.- Reseller relevance – Will's bold prediction: in an AI-driven world, human-led channel expertise is more critical than ever.For more information, visit Gamma: https://gammagroup.co/#UCaaS #Channel #PBX
Episode 98Leadership Essentials: Resilience - Creating strength that enduresSUMMARYIn this episode of The Lonely Leader Podcast, James Rule explores a leadership essential we all need in our professional role and personal life - resilience. Drawing from his personal journey and world leaders in sport, business, and the military, James unpacks what it truly means to lead with strength, adaptability, and grace under pressure.Whether you're navigating a professional setback, leading a team through uncertainty, or simply striving for sustainable success, this episode will help you create unshakeable resilience from the inside out.KEY TAKEAWAYSThe three biggest misconceptions about resilience that hold leaders back.How to build resilience not just for the crises, but for everyday high performance.Eight actionable takeaways to help you strengthen your mindset, resilience and ability to lead through adversity.Real world examples from J.K. Rowling, and Admiral James Stockdale.“Resilience is not just for surviving the worst day of your life. It's for thriving every day of your life.” – Dr. Rick HansenABOUT THE HOST James is an experienced mentor, coach and thought leader who works with a range of clients from FTSE 100 companies, SME´s the NHS and wider public and not for profit sectors.His twenty year career in elite sport initially as a professional rugby player but predominantly as a chief executive has given him an invaluable insight in managing the success, failures and pressures associated with leadership at the highest level.As a high performance coach James specialises in enhancing resilience and leadership development. He is a passionate advocate of the notion that to find lasting fulfilment we need to take a holistic view of high performance. EPISODES TO CHECK OUT NEXTEpisode 93 - Inside The Lonely Leader: My story, my philosophy, my purposeEpisode 71 - Holiday Illness: A warning sign you cannot ignore Episode 54 - The Power of Rest: Unlocking high performance through recoveryCONNECT & CONTACT Website www.thelonelyleader.co.ukThe Lonely Leader's LinkedIn James' LinkedInInstagramEmail: hello@thelonelyleader.co.uk Hosted on Acast. See acast.com/privacy for more information.
In this episode, Phil Carroll and Kevin Hornsby return with another packed show. They start with market news and macro updates before welcoming Rory Maxwell, CEO of Pri0r1ty Intelligence, to discuss how the group's AI-driven ecosystem — spanning SaaS platforms like Advisor, Fan Sonar, and Vox, alongside Half Space and Metric — is setting solid foundations for FY26 growth. Rory also touches on revenue momentum, shareholder confidence, and the company's focus on sustainable expansion. Next, they're joined by Lars Goldstrand, CEO of Cindrigo (CINH), who outlines the company's journey to a premium London listing, its 110MW biomass plant in Finland, and a major geothermal push in Germany — supported by government-backed funding, drilling insurance, and lithium extraction opportunities. Finally, Phil and Kevin wrap up with the movers and shakers of the week, covering GeneDrive, Anemoi International, Anglesey Mining, and African Pioneer, alongside chats on FTSE highs, gold, crypto, F1, and the latest Premier League drama — all served with trademark Sunday Roast humour and insight. 00:00 - 00:11:08 Weekly News Roundup 00:11:08 #PR1 Interview 00:39:07 #CINH Interview 01:20:46 #GDR 01:21:35 #AMOI 01:28:07 #EPP 01:28:28 #TIR #ASTR 01:29:02 #AAI 01:30:30 #HAMA 01:30:45 #VLRM 01:31:00 #FCM 01:31:44 #ECOB 01:32:11 #GENF 01:35:46 #BZT Disclaimer & Declaration of Interest This podcast may contain paid promotions, including but not limited to sponsorships, endorsements, or affiliate partnerships. The information, investment views, and recommendations provided are for general informational purposes only and should not be construed as a solicitation to buy or sell any financial products related to the companies discussed. Any opinions or comments are made to the best of the knowledge and belief of the commentators; however, no responsibility is accepted for actions based on such opinions or comments. The commentators may or may not hold investments in the companies under discussion. Listeners are encouraged to perform their own research and consult with a licensed professional before making any financial decisions based on the content of this podcast.
In this week's episode, Tom Sieber and Danni Hewson digest the latest market developments from both sides of the Atlantic, with AJ Bell shares and markets writer Martin Gamble also on hand to cover the US earnings season, the newest member of the $4 trillion club and the Federal Reserve's decision to cut rates [01:04]. Tom discusses the record highs for the FTSE 100 and there's chat about results from Next and UK banks and the little-known company which is among the top risers on the UK's flagship index this year. Plus, a look at shop price inflation and the Renters' Rights Bill. [09:33] Elon Musk's pay package and how the job cuts at Amazon connect to the AI story are also on the agenda this week. [24:11] Danni Hewson speaks to Stuart O'Reilly at the Royal Mint on gold prices, whether it might be too late to get exposure, what's driven the precious metal higher in 2025 and the different investment options. [32:57]
S&P futures are up +0.3% and pointing to higher open as investors gear up for a packed day of earnings. Meta, Microsoft, and Alphabet are all scheduled to report after the close. Asian markets closed mostly higher, with the MSCI APAC ex-Japan index reaching a fresh record high. European equity markets opened mostly softer today, though the FTSE 100 is edging higher, supported by miners and the energy sector. Companies Mentioned: NVIDIA, Apple, Ryerson Holding, Olympic Steel
Anleihen gelten als Stabilitätsanker im Portfolio. Doch in der Niedrigzinsphase brachten sie kaum Rendite, und 2022 verloren sie parallel zum Aktienmarkt deutlich an Wert. Haben Anleihen und Anleihen-ETFs heute noch ihre Berechtigung – und wie lassen sie sich sinnvoll im Portfolio einsetzen? Oder ist ein Portfolio-ETF die bessere Wahl? ETF-Expertin Chris Hofmann (Vanguard) gibt die Antworten. Viel Spaß beim Anhören! ++++++++ Marketinginformation. Zum Weltspartag lohnt sich ein Blick auf die Invesco ETFs. Mit ETF-Sparplänen investierst du einfach und kostengünstig – schon mit kleinen Beträgen. Besonders Einsteiger können potenziell von breiter Diversifikation, dauerhaft niedrigen Gebühren und der Flexibilität profitieren. Einfach Daten in den Sparplanrechner eingeben und du erhältst deinen persönlich zugeschnittenen Sparplan. Unsere Empfehlung für alle, die langfristig Vermögen aufbauen möchten – ganz ohne komplizierte Entscheidungen. Entdecke mehr dazu auf https://go.extraetf.com/invesco-podcast-FTSE-sparplanrechner-291025 oder www.invesco.de. Kapitalanlagerisiko ++++++++
Terwijl Nederland wachtte op de exitpolls, zat de échte spanning vandaag op de beursvloer. Beleggers stuwden één bedrijf naar een recordwaarde: Nvidia. De chipmaker tikte als eerste in de geschiedenis een beurswaarde van 5000 miljard dollar aan. Wat kun je eigenlijk met dat bedrag? Rens en Jochem rekenden het uit. Spoiler: je kan de aarde rond met een treintje van de nieuwste Ferrari Testarossa Spiders. Het record van Nvidia komt trouwens niet uit de lucht vallen. De chipgigant profiteert van een spervuur aan deals: van samenwerkingen met Nokia tot een partnership met farmareus Eli Lilly. Zelfs Donald Trump mengde zich in het feestgedruis. Hij is trots dat Nvidia’s snelste chips nu in Arizona gemaakt gaan worden in plaats van in Taiwan. De vraag is natuurlijk wel: hoe lang kan dit groeiverhaal nog doorgaan? Op het Damrak was een glansrol weggelegd voor Adyen. Het betaalbedrijf steeg met 5 procent na sterke kwartaalcijfers. De omzet groeide met 20 procent naar bijna 600 miljoen euro, en door de systemen van Adyen stroomde in drie maanden tijd 350 miljard euro. Bedenk je even: per jaar gaat er meer door de systemen van Adyen dan door de Nederlandse economie. Vooral het onderdeel Unified Commerce, dat online en fysieke betalingen samenbrengt, maakte indruk met 32 procent groei. Ook ASM kwam met cijfers. De chipmachinefabrikant zag het aantal orders uit China dalen, maar hield de vooruitzichten positief. De top van het bedrijf verwacht de komende jaren stevige groei dankzij de vraag naar AI- en geheugenchips. Maar daar moet je wel even op wachten. Pas op de lange termijn belooft ASM cadeautjes voor beleggers: een verdubbeling van omzet en kasstroom richting 2030. En alsof dat nog niet genoeg was, dook er ook een nieuwe uitdager op voor ASML én TSMC: de Amerikaanse start-up Substrate, gesteund door investeerder Peter Thiel. Het bedrijf zegt een compleet nieuwe manier te hebben ontwikkeld om chips te maken. Beter, sneller en goedkoper. Of dat echt zo is, of dat de bollebozen bij ASML hun schouders ophalen, blijft nog even de vraag. Maar de techstrijd is nog lang niet gestreden.See omnystudio.com/listener for privacy information.
Episode 97The Comfort Trap: Why we stay stuck (and how to get unstuck)SUMMARY SECTION Why do so many talented leaders stay stuck in jobs, relationships, or routines that no longer serve them? In this episode of The Lonely Leader Podcast, James Rule explores the hidden forces that keep us trapped in our comfort zones from the sunk cost fallacy to identity attachment and fear of judgment. Discover practical ways to push through discomfort, redefine success and create meaningful change in your leadership and life.Whether you're feeling stuck in your career, your business, or your mindset this episode will help you see that staying comfortable comes at a cost.KEY TAKEAWAYSIn this powerful follow on to How to get comfortable with being uncomfortable, James Rule dives deeper into why we stay stuck and how to finally move beyond the limits of comfort.Drawing from psychology, leadership experience, and real-world coaching insights, this episode uncovers the truth behind the comfort trap that quiet, invisible space where growth goes to die.ABOUT THE HOST James is an experienced mentor, coach and thought leader who works with a range of clients from FTSE 100 companies, SME´s the NHS and wider public and not for profit sectors.His twenty year career in elite sport initially as a professional rugby player but predominantly as a chief executive has given him an invaluable insight in managing the success, failures and pressures associated with leadership at the highest level.As a high performance coach James specialises in enhancing resilience and leadership development. He is a passionate advocate of the notion that to find lasting fulfilment we need to take a holistic view of high performance. EPISODES TO CHECK OUT NEXT Episode 93 - Inside The Lonely Leader: My story, my philosophy, my purposeEpisode 96 - How to get comfortable with being uncomfortable Episode 6 - Combatting Sunday afternoon work anxiety CONNECT & CONTACT Website www.thelonelyleader.co.ukThe Lonely Leader's LinkedIn James' LinkedInInstagramEmail: hello@thelonelyleader.co.uk Hosted on Acast. See acast.com/privacy for more information.
Show Notes:Black and Ethnic Minority representation in leadership positions in the UK PR Industry leaves much to be desired and is well below FTSE 100 @11% and FTSE 250 @9% (Parker Review 2025). However, I am an optimist and do believe that direction of travel has been set by advocates and agencies… Collective progress may be slow, but equity & inclusion is mainstream and there are more role models than ever before…Alicia Solanki, Senior VP EMEA @Team Lewis is one such role model challenging cultural expectations and stereotypes to make space for herself in the UK industry. In this fast-paced conversation on The Elephant in the Room podcast we spoke about the dynamics of leadership and representation in the industry from the perspective of a woman of colour.Alicia also spoke about the importance of mentorship in fostering resilience and empowerment amongst underrepresented communities.- Authenticity and cultural sensitivity- Work life balance decoded- Codeswitching – life saving hack or demotivating burden?- Evolving definitions of leadership and empathy in leadership- DEI alive or dead? Are clients continuing to prioritise DEI initiatives or are they backtracking on their previous commitments?Each and every time I hear somebody speak about their lived experiences, I am blown away by how unique our experiences are to each one of us. How important it is for us to understand that Black and Ethnic Minorities or the global majority are not homogenous. That understanding context and intersectionality are key to informed equitable interventions for inclusive workplaces and thriving communities. Her advice to young Black and Ethnic minority professionals entering the industry - ‘make your own magic'. Episode TranscriptSudha: Good morning, Alicia. Wonderful to have you on the Elephant in the Room podcast today.I'm delighted because I've been following you on LinkedIn for some time and it's a great pleasure to have you here today.Alicia: Thank you, Sudha. It's a pleasure to be here today.And yes, my friends and family always laugh about how obsessed I am with LinkedIn, so I'm glad you found me on there too.Sudha: Brilliant. So let's start with a quick introduction. Alicia: So I'm Alicia Solanki. I'm SVP EMEA at Team Lewis. Team Lewis is a global marketing agency here in London, but we're also global. We're around the world in 25 offices. I've done my whole career agency side. Before that I was in the Omnicom family. So, yeah, I guess I love the buzz of agency.I love the discipline of PR and how it's really expanded now. I have two children, Ella, who's 11, just started high school. So lots of change came going on in our house at the moment.And then I have a little boy called Ethan, who's eight. So, yeah, married, busy life, juggling loads of plates. But I kind of like it that way. So that's a bit about me.Sudha: Yeah. Oh, my God, it sounds really busy and with life changing stuff. I mean, moving
Wall Street hit fresh record highs, with the S&P 500 rising above 6,900 points on AI optimism. Apple reached a $4 trillion market value, while Microsoft gained from its OpenAI partnership. US bond yields edged lower ahead of the Fed’s rate decision, while in Europe, the FTSE 100 touched a new peak, lifted by HSBC. In commodities, oil fell 2% as traders weighed Russian sanctions, gold slipped to a three-week low amid signs of progress in US–China trade talks, and aluminium rose on concerns over Australian smelter output. Back home, Aussie shares are set to open higher ahead of key inflation data. The content in this podcast is prepared, approved and distributed in Australia by Commonwealth Securities Limited ABN 60 067 254 399 AFSL 238814. The information does not take into account your objectives, financial situation or needs. Consider the appropriateness of the information before acting and if necessary, seek appropriate professional advice.See omnystudio.com/listener for privacy information.
Auto Trader has gone from a dying print magazine to one of the UK's biggest tech businesses. Auto Trader made 60 per cent of its revenue from the print magazine in 2007. But today it makes nothing from the magazine, having stopped it in 2013. Yet Auto Trader is now a much bigger business. It is part of the FTSE 100 and valued at £7bn. So how did this extraordinary transformation take place? Graham Ruddick speaks to Nathan Coe, chief executive of Auto Trader, to find out... Hosted on Acast. See acast.com/privacy for more information.
Who buys branded tuna!? Find out on this week's PlayingFTSE Show!Both Steves have nailed it this week – head of the FTSE 100 and the S&P 500. There are 51 other weeks in this year, sadly, but we'll take the wins where we can get them.Netflix shares fell 10% as earnings came in below expectations. But this was the result of a one-off tax hit in Brazil that's going to mess up the P/E ratio for the next 12 months.Does that make a buying opportunity? It's hardly the 2022 situation where everything looked like it was going wrong, but valuation multiples do look a bit more attractive…Another week, another accounting issue at a UK company. This time it's B&M where the CFO has resigned after a change in software has resulted in an error in cost recognition.We've seen this before with WH Smith and Vistry in recent months. Steve W owns both of those stocks, but it's Steve D who's looking at this one – what does he think of it?It's a debut on the show for S&P 500 industrial CNH Industrial. Warren Buffett disciple David Einhorn was buying the stock around a year ago and it's gone nowhere since. Steve W's interested in a potential secular growth story. The balance sheet looks like a mess, but with receivables offsetting a lot of debt, is it actually as bad as it looks?There's a new IPO coming to the UK markets and we're not talking about the Princes people who make fish and tomatoes. It's Shawbrook – an upstart fintech. It doesn't have an app, but who needs one of those when you can make loans with 35% interest rates? Steve D has the details of a bank that looks like it's doing things differently. Only on this week's PlayingFTSE Podcast!► Get a free fractional share!This show is sponsored by Trading 212! To get free fractional shares worth up to 100 EUR / GBP, you can open an account with Trading 212 through this link https://www.trading212.com/Jdsfj/FTSE. Terms apply.When investing, your capital is at risk and you may get back less than invested.Past performance doesn't guarantee future results.► Get 15% OFF Fiscal.ai:Huge thanks to our sponsor, Fiscal.ai, the best investing toolkit we've discovered! Get 15% off your subscription with code below and unlock powerful tools to analyze stocks, discover hidden gems, and build income streams. Check them out at Fiscal.ai!https://fiscal.ai/?via=steve► Follow Us On Substack:Sign up for our Substack and get light-hearted, info-packed discussions on everything from market trends and investing psychology to deep dives into different asset classes. We'll analyze what makes the best investors tick and share insights that challenge your thinking while keeping things engaging.Don't miss out! Sign up today and start your journey with us.https://playingftse.substack.com/► Support the show:Appreciate the show and want to offer your support? You could always buy us a coffee at: https://ko-fi.com/playingftse(All proceeds reinvested into the show and not to coffee!)► Timestamps:0:00 INTRO & OUR WEEKS6:56 NETFLIX23:11 B&M EUROPEAN BARGAINHOLE43:02 CASE NEW HOLLAND58:21 NEW HOT IPO!► Show Notes:What's been going on in the financial world and why should anyone care? Find out as we dive into the latest news and try to figure out what any of it means. We talk about stocks, markets, politics, and loads of other things in a way that's accessible, light-hearted and (we hope) entertaining. For the people who know nothing, by the people who know even less. Enjoy► Wanna get in contact?Got a question for us? Drop it in the comments below or reach out to us on Instagram: https://www.instagram.com/playing_ftse/► Enquiries: Please email - playingftsepodcast@gmail(dot)com► Disclaimer: This information is for entertainment purposes only and does not constitute financial advice. Always consult with a qualified financial professional before making any investment decisions.
The UK Investor Magazine was delighted to welcome Neil Wilson, Investor Strategist at Saxo UK, to discuss global equity markets and key near-term events.The discussion begins by examining the Bank of England's monetary policy constraints and whether rate cuts can deliver meaningful market impact, given current inflation rates.The conversation then turns to global equity valuations, questioning whether elevated price levels represent a genuine concern or simply reflect the natural progression of market appreciation.This leads into artificial intelligence, weighing whether the sector is experiencing a speculative bubble or if current valuations can be justified by future earnings.We look at the current US earnings season, highlighting standout companies and the key takeaways.With the FTSE 100 trading near record highs, we explore which sectors present the most compelling value opportunities for UK investors.Neil provides his view on the gold rally and whether it can be sustained. Hosted on Acast. See acast.com/privacy for more information.
S&P futures are up +0.1% and pointing to another flat open. Asian equities were mostly lower today. Greater China markets underperformed due to weakness in tech names and ongoing concerns about China's economic recovery. Australia's ASX fell sharply as gold miners tracked steep losses in the precious metals market. European equity markets also opened lower. The FTSE 100 stood out with a +0.7% advance, supported by strength in miners and energy stocks as oil prices climbed. Companies Mentioned: GE Vernova, Alphabet, Meta Platforms
Auch nach dem Crash bleiben die langfristigen Treiber für Bitcoin intakt. In dieser Podcastfolge sprechen wir mit Roman Reher (Blocktrainer) darüber, wie der Gold-Boom und der Vertrauensverlust in das FIAT-Geldsystem den Bitcoin-Kurs befördern. Zudem klären wir, ob Bitcoin-ETFs/ETCs (Paper Bitcoin) tatsächlich gefährlich sind und warum sich ETF-Emittenten dem Bitcoin nicht entziehen können. Viel Spaß beim Anhören! ++++++++ Marketinginformation. Anleger sollten die Verkaufsunterlagen lesen, bevor sie eine endgültige Anlageentscheidung treffen. Eine Welt. Ein ETF. Nur 0,15 %. Wer langfristig investieren möchte, denkt oft über globale Streuung nach. Mit dem Invesco Welt ETF bekommst du Zugang zu über 4.000 Unternehmen– von etablierten Industrien bis hin zu dynamischen Schwellenländern. Und das zu einem der niedrigsten Preise am Markt: ab nur 0,15 % Gebühren pro Jahr. Industrie oder Schwellenländer? Am besten beides – mit dem Invesco Welt ETF. Entdecke mehr dazu auf https://go.extraetf.com/invesco-podcast-FTSE-all-world-221025. Kapitalanlagerisiko. ++++++++
European bourses are broadly lower, but FTSE 100 outperforms after UK inflation; US equity futures are modestly weaker.USD is flat & GBP hit after region's softer-than-expected inflation report, which has boosted bets for a cut in December.USTs are flat/slightly firmer ahead of supply, Gilts gap higher after CPI, Bunds marginally pressured after yet another poor auction.Initial morning bounce back in gold has faded with XAU now lower on the session; crude complex is on a firmer footing.Looking ahead, CCP 4th Plenum (20th-23rd), Speakers including ECB's de Guindos, Lagarde & Fed's Barr, Supply from the US, Earnings from SAP, Tesla, IBM, Kinder Morgan, Alcoa, Lam Research, GE Vernova, Hilton, AT&T & Thermo Fisher.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk
How do you make the big strategic decisions that will define the future of your business? How do you gather the information to make that decision? Simon Carter, chief executive of British Land, one of the biggest property companies in the UK, bet on offices when many said that office-working was dead. Graham Ruddick speaks to Simon Carter about making that contrarian decision, running a FTSE company and the future of shopping, with British Land owning retail parks across the country as part of its £10bn portfolio... Hosted on Acast. See acast.com/privacy for more information.
Episode 96How to get comfortable with being uncomfortableSUMMARY SECTION The negative impacts previously associated with a mid-life crisis are now striking people in their 20's and 30's. Through his coaching, James Rule regularly encounters individuals who are feeling stuck and this is compromising their performance and fulfilment in both their personal lives and professional roles. In this episode he highlights the power of getting comfortable with being uncomfortable in order to make the changes required to reconnect with your purpose and obtain new levels of fulfilment. He shares key moments in his life where he was rewarded for making big changes and pushing through adversity and discomfort. KEY TAKEAWAYSListen to your gut feeling. You know when something, a role, a relationship, is no longer fulfilling you. Rather than worrying about what people will think if you make a significant change, worry about what you will think years down the line if your don't and are filled with regret.Do not fear the creation of a new identity that is not solely built around your professional role but also factors in who you are as a person.Expect change to be uncomfortable but remind yourself of the rewards for persisting and pushing through that discomfort.ABOUT THE HOST James is an experienced mentor, coach and thought leader who works with a range of clients from FTSE 100 companies, SME´s the NHS and wider public and not for profit sectors.His twenty year career in elite sport initially as a professional rugby player but predominantly as a chief executive has given him an invaluable insight in managing the success, failures and pressures associated with leadership at the highest level.As a high performance coach James specialises in enhancing resilience and leadership development. He is a passionate advocate of the notion that to find lasting fulfilment we need to take a holistic view of high performance. EPISODES TO CHECK OUT NEXTEpisode 93 - Inside The Lonely Leader: My story, my philosophy, my purposeEpisode 90 - The Leadership Accelerator: Built by leaders for leadersEpisode 85 -Leadership Essentials: GratitudeCONNECT & CONTACT Website www.thelonelyleader.co.ukThe Lonely Leader's LinkedIn James' LinkedInInstagramEmail: hello@thelonelyleader.co.uk Hosted on Acast. See acast.com/privacy for more information.
Exposure Ninja Digital Marketing Podcast | SEO, eCommerce, Digital PR, PPC, Web design and CRO
Welcome to Episode 3 of the Marketing Strategies for 2026 series by Exposure Ninja.Catch the full Marketing Strategies for 2026 series
How to Talk to Anybody: Learn the Secrets to Small Talk, Business, Management, Sales & Social Conversations & How to Make Real Friends (Communication Skills) by Derek Borthwick Power2mind.com https://www.amazon.com/How-Talk-Anybody-Conversations-Communication/dp/B09TWBJF8C The Hidden Communication System That Instantly Makes You More Persuasive, Likeable, and Confident—in Business and in Life NEWLY UPDATED – From Award-Winning, International Bestselling Author and Certified Communication Expert Derek Borthwick Includes a Bonus Audio Program to Accelerate Your Results Unlock the One Skill That Transforms Everything—Sales, Success, Relationships, and Confidence Whether you're leading a team, closing a deal, networking, or building better personal relationships, your ability to communicate effectively is the game-changer. This is not another list of surface-level tips. It's a proven step-by-step communication system rooted in neuroscience, behavioural psychology, and Derek Borthwick's proprietary ©POWER2MIND method—designed to rewire your communication style for confidence, influence, and connection. What You'll Learn: ✅ Speak with confidence and clarity in sales, business, and management ✅ Build trust, connection, and instant likeability with anyone ✅ Lead conversations and influence outcomes—without force or manipulation ✅ Handle difficult people and high-pressure situations with calm control ✅ Attract better opportunities, friendships, and relationships ✅ Make small talk effortless—even if you're naturally reserved ✅ Develop magnetic charisma people are drawn to ✅ Shift how others respond to you—instantly Includes: The Rapid Learning Accelerator Audio to reinforce key strategies and deepen your transformation Two Books in One Part One: Discover how people are wired—what drives them, what builds trust, and how to connect authentically. Part Two: Apply these insights using powerful tools and practical steps to master communication in any area of your life. If you're ready to improve every conversation, increase your influence, and finally feel in control when you speak... Scroll up and click “Buy Now with 1-Click” to get started instantly.About the author Derek is a mind, advanced communication and business expert. He is a multiple best selling author international trainer and coach. He has extensive experience in sales and marketing and has worked with some of the largest companies in the world including assisting FTSE 100 companies and has achieved well over $1 billion in sales. Derek has lectured at some of Scotland's top Universities on his methods. He has a diploma in Clinical Hypnotherapy and NLP and is a Master Practitioner of NLP (software for the mind.) He also has a diploma in Transformational Coaching from the Henka Institute. His approach is very different. He has combined and drawn from a wide variety of disciplines to create the Power2Mind method. Power2mind is a very powerful and highly effective method. Derek has also acted in a consultant role as a sales judge for a University Sales competition. He has worked with, coached, and trained some of the world's largest companies but also enjoys working with smaller firms. Together with coaching, training, reading and writing, he has a passion for public speaking being Area Director for Toastmasters International 2020/2021 and has spoken in front of thousands of people.
Episode 95Leadership Essentials: Motivation - Fuel for you and your team SUMMARYIn this episode of The Lonely Leader Podcast, host James Rule explores the latest trait in the Leadership Essential Series - Motivation. James breaks down how leaders can sustain their own self motivation and how they can inspire and maintain motivation within their teams.Drawing on powerful examples from Jürgen Klopp, Richard Branson, and General Sir Richard Dannatt, this episode reveals how motivation is built not through speeches or slogans, but through connection, consistency, and example.James also discusses the science of motivation, intrinsic vs extrinsic and shares 8 actionable takeaways to help leaders refuel their motivation and that of their wider teams.KEY TAKEAWAYSWhy motivation is the bridge between knowing and doingThe crucial difference between self-motivation and team motivationHow to inspire your people through trust, autonomy, and recognition8 practical steps you can take to build unstoppable momentum for yourself and your teamKEY QUOTES FEATURED“The things you do when no one else is looking are the things that define you.” – Unknown“Good, better, best. Never let it rest. Until your good is better and your better is best.” – Tim Duncan“Motivation is when your dreams put on work clothes.” – Benjamin Franklin“It is not the strongest of the species that survives, nor the most intelligent. It is the one most adaptable to change.” – Charles DarwinABOUT THE HOST James is an experienced mentor, coach and thought leader who works with a range of clients from FTSE 100 companies, SME´s the NHS and wider public and not for profit sectors.His twenty year career in elite sport initially as a professional rugby player but predominantly as a chief executive has given him an invaluable insight in managing the success, failures and pressures associated with leadership at the highest level.As a high performance coach James specialises in enhancing resilience and leadership development. He is a passionate advocate of the notion that to find lasting fulfilment we need to take a holistic view of high performance. EPISODES TO CHECK OUT NEXTEpisode 79 - Why active listening is the skill that changes everythingEpisode 21 - Value your people Episode 12 - Eight steps to create a quality cultureCONNECT & CONTACT Website www.thelonelyleader.co.ukThe Lonely Leader's LinkedIn James' LinkedInInstagramEmail: hello@thelonelyleader.co.uk Hosted on Acast. See acast.com/privacy for more information.
As multiple factors converge to create accelerating operating complexity and ambiguity for most organisations, leadership is under the microscope like never before. For his latest book, organisational psychologist and founder of APS Intelligence John Amaechi OBE explored a range of leadership techniques and found them to be eminently teachable skills, when thoughtfulness, integrity and effort are applied. Amongst the most crucial skills identified for improved organisational culture and performance are listening and verbal communication. Jen and Cat welcome John to this episode to examine the art of leadership communication and what it must now entail if organisations are to successfully navigate the ongoing disruption of the modern age. Professor John Amaechi OBE: A Catalyst for Leadership Transformation John Amaechi OBE is a world-renowned organisational psychologist, bestselling author, and Professor of Leadership at the University of Exeter Business School. As the founder of APS Intelligence Ltd., John leads a global team that transforms leaders and cultures by combining cutting-edge behavioural science with psychological insight. His bespoke programmes aren't about quick fixes—they drive sustainable growth, ethical leadership, and organisational well-being. From his roots in Stockport, near Manchester, to becoming the first Briton to play professional basketball in the NBA, John's personal journey exemplifies resilience and ambition. Inspired by his mother's words—“The most unlikely of people in the most improbable of circumstances can become extraordinary”—John has spent his career challenging expectations and helping others unlock their potential. An adviser to FTSE 100 boards, a LinkedIn Top Voice, and the recipient of the Sport Industry Integrity and Impact Award, John is recognised as one of the most influential voices in leadership and organisational culture. His bestselling book, The Promises of Giants, inspires leaders worldwide to embrace authenticity, drive ethical change, and create lasting legacies. Find John on LinkedIn: https://www.linkedin.com/in/amaechi/ APS Intelligence website: https://www.apsintel.com/
The UK stock market is often dismissed as stagnant, but as Simon Murphy, manager of the VT Tyndall Unconstrained UK Income fund explains, that perception doesn't tell the full story. In conversation with Darius McDermott, Simon discusses the surprising strength of the FTSE, the undervalued potential of mid and small-cap companies, and why he believes the UK economy is far more resilient than many assume. They also look ahead to the upcoming Budget, potential tax changes, and what all this could mean for investors. With insights on valuations, domestic opportunities, and industrial recovery themes, this is a must-listen for anyone rethinking their UK investment outlook.What's covered in this episode: Why the FTSE is quietly outperforming global markets in 2025The gap between perception and realityWhat's really holding back mid and small-cap stocks?…and why that might changeWhy the UK economy is more resilient than the headlines suggestHow strong corporate and consumer balance sheets are supporting growthWhat to expect from the upcoming UK BudgetThe case for optimismWhy fear in the market could create opportunityKey themes driving Simon's fundExamples of companies thriving despite economic uncertaintyWhy sentiment may shift and which investors could benefit firstMore about this fund: VT Tyndall Unconstrained UK Income is a high conviction, highly differentiated mid-cap focused UK income fund. This fund offers something different, with its combination of premium yield and dividend growth stocks and we applaud the fund's low active management charge.Learn more on fundcalibre.comPlease remember, we've been discussing individual companies to bring investing to life for you. It's not a recommendation to buy or sell. The fund may or may not still hold these companies at the time of listening. Elite Ratings are based on FundCalibre's research methodology and are the opinion of FundCalibre's research team only.