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Stu and Derek react to the news that Kingsley Jones is no longer Canada's head coach! Then, they wish everyone a Merry Kitmas and make their picks for the best MLR jerseys in 2025! Finally, what can the rugby world learn from Ilona Maher's success?
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Major names in Big Tech will be reporting their quarterly earnings this week, including Alphabet, Microsoft, Meta and Apple. How will these results shape the appetite for tech stocks moving forward? We discuss the expectations and other global market trends with Kingsley Jones of Jevons Global.Image Credit: shutterstock.com
With the US reporting surprisingly good job numbers, we speak to Kingsley Jones, Chief Investment Officer, Jevons Global about what this will mean for the US economy, FOMC rate trajectory and broader implications on foreign currencies particularly the Japanese Yen.Image Credit: shutterstock.com
Last week was a historic one for Wall Street, as the Fed delivered a super-sized rate cut and all three indices are now near record levels. What are the key economic indicators to watch for signals on the health of the US economy and how might other central banks pivot in response to the Fed's easing cycle? We discuss market trends with Kingsley Jones of Jevons Global.Image Credit: Shutterstock.com
The question is not if the Federal Reserve will cut rates but the magnitude. A question that we pose Kingsley Jones, Chief Investment Officer, Jevons Global whilst asking him if he would consider the Australian market a safe haven based on the state of the economy.Image Credit: shutterstock.com
The Australian equity market is registering a return of 6.4% year-to-date. We ask Kingsley Jones, Chief Investment Officer, Jevons Global for his views on the market, what are the buying opportunities and whether there is better value in other markets.Image Credit: shutterstock.com
US markets have almost recouped all their losses from last week. So was that the beginning of a market correction or just a technical blip? Kingsley Jones, Chief Investment Officer, Jevons Global gives us his perspective and ideas for a defensive portfolio.Image Credit: shutterstock.com
The Nikkei 225 has corrected by more than 8% from its peak while the Yen continues to strengthen against King Dollar as the unwind trade persists. We ask Kingsley Jones, Chief Investment Officer, Jevons Global if this is the time to take money off the table or is the outlook still positive.Image Credit: shutterstock.com
The S&P 500, Nasdaq and the Nikkei closed the first half of 2024 in double-digit positive territory. Are US and Japan equities still the preferred markets for the second half of the year? We get views and strategy suggestions from Kingsley Jones of Jevons Global. Image Credit: Shutterstock.com
In a year where there are at least 40 elections with the UK, EU and of course the US heading to the polls, should election risk factor into the investment strategy? Kingsley Jones, Chief Investment Officer at Jevons Global tells us his perspective while weighing in on the recent share price surge of Nvidia and if this means that tech is overvalued.Image Credit: freepik.com
The Dow Jones Index made history closing above 40,000 points on May 17th. Kingsley Jones, the chief investment officer at Jevons Global, talks about the sectors driving this rally including defence stocks, driven by the many wars worldwide, as well as AI, and whether or not there is room for it to move higher.Image Credit: Shutterstock.com
Vinyl Resting Place presents - The lost tapes! Due to technical issues, no video was recorded for this episode so it was shelved. However, we have done the audio regardlss, and present to you now, Kingsley Jones!Dapo and Barney had a great time chatting to Kingsley, a man from Manchester who knows lots about music and has awful taste in meal deals. We cover the mystery of William Onyeabor, the inspirations he created, and spend an incredible length of time discussing B.o.B and Rivers Cuomo. Listen in!If you want to see more of Vinyl Resting Place you can find all of our previous episodes here: https://vinylrestingplace.buzzsprout.com/Check out our TikTok and Insta too why don't ya:@vinylrestingplacepodHosts: Dapo Agiri - @dapo_ag Barney Howe - @barns_howeGuest: Kingsley Jones Edited By: Carlray EdwardsFind him on Upwork, Fiverr and FreeUp
The Hang Seng Index has enjoyed a strong rally but does it still have legs? Kingsley Jones, Chief Investment Officer, Jevons Global weighs in on this whilst giving us his views on Apple's recent results. We also also examine the results of the 80% of companies on the S&P500 that reported and if that will fuel markets further.Image Credit: Shutterstock.com
Its a big week for US results with almost 180 companies on the S&P500 due to report. We ask Kingsley Jones, Chief Investment Officer at Jevons Global as to how important is this earnings seasons and what does the economic data tell us about Fed Fund rate cuts. We also ask him if Australia will be the lucky country again with investors as the returns have been rather anemic for 2024 so far.Image Credit: Shutterstock.com
With US March job numbers and manufacturing data exceeding expectations and further denting hopes of an early rate cut, we speak to Kingsley Jones, Chief Investment Officer, Jevons Global about whether this is time to shift your portfolio in US equities.Image Credit: Shutterstock.com
What explains the increase in copper and silver despite China's muted manufacturing sector? Kingsley Jones of Jevons Global explains the factors driving commodity prices, and weighs in on Apple's outlook in light of legal challenges.Image Credit: Shutterstock.com
The recent market rally in the S&P500 and Nasdaq is driven by a handful of stocks. Should we be concerned about the concentration risk? Kingsley Jones, Chief Investment Officer of Jevons Global tells us whilst we ask if there are other investment opportunities to consider like Australia.Image Credit: Shutterstock.com
Since the beginning of the year, the Chinese government has been introducing stimulus measures almost on a weekly basis. We speak to Kingsley Jones, Chief Investment Officer at Jevons Global if this means it is time to bottom fish the Chinese equity market. We also look at the other potential winners of AI other than the obvious winner, Nvidia.Image credit: Shutterstock.com
Japan has slipped into a technical recession but the equity market has continued to rally. Kingsley Jones, Chief Investment Officer, Jevons Global explains the contradiction. We also look at the Australian equity market if there are gems to be found despite an economy that is titled towards China.Image credit: Shutterstock.com
US tech titans like Microsoft and Amazon, energy stalwarts like Exxon-Mobil, reveal their latest earnings. Meanwhile, commodities like coal and iron ore have taken a beating while gold remains stuck around the USD2,000 support level. Kingsley Jones, Chief Investment Officer at Jevons Global shares his view on what he thinks might make waves.Image credit: Shutterstock.com
Fourth quarter US banking results were a mixed bag with names like Citigroup making losses but J.P Morgan beating expectations. Kingsley Jones, Chief Investment Officer, Jevons Global helps us unpack the reasons for this and if we will likely see continued weakness in 2024. He also weighs in on the consequence of higher shipping rates due to the widening conflict in the Middle East.Image credit: Shutterstock.com
China is on every economy's mind as they chug along to recovery. Australia, not immune to China's slowdown hopes for rising demand for its minerals while the Reserve Bank of Australia maintains a more cautious approach to manage interest rates for fear of the property market heating up. We speak with Kingsley Jones, Chief Investment Officer, Jevons Global to hear what indicators investors should look out for.Image credit: Shutterstock.com
The Royal Bank Of Australia will be meeting on Tuesday with most economists expecting the central bank to keep to their cash rate of 4.35%, which is a 12 year high. Kingsley Jones, Chief Investment Officer at Jevons Global tells us his expectations whilst weighing in on the Australian dollar which has been weak against King dollar.Image credit: Shutterstock.com
Nvidia results are due this week but aside from the most valuable chip company in the world, what are the other companies that are a proxy for this theme? Kingsley Jones, Chief Investment Officer, Jevons Global tells us whilst telling which Australian bank to invest in.Image credit: Shutterstock.com
We're joined by Canada international Tyler Ardron fresh from his standout performance in Castres' thrashing of Oyonnax, in which he did a bit of maul surfing that went viral too. We hear about his new contract, life in the Tarn, the lengths he's gone to in order to play for his country, his thoughts on Kingsley Jones, what's wrong with Canadian rugby and how he's hoping to end his career at the 2027 World Cup. Plus, we discuss Patrice Collazo's departure from Brive, Melvyn Jaminet's move to Toulon, Henry Arundell's dazzling debut, Antoine Dupont and co's sevens sabbatical and we pick our MEATER Moment of the Week...Use the code FRENCHPOD10 at checkout for 10% off any full price item at Meater.com Hosted on Acast. See acast.com/privacy for more information.
In the first match after Rugby Canada re-signed Kingsley Jones, the men's national team loses Spain 40-22. Stu and Derek let out their frustrations with...well, just about everything. Then, they look at some Arrows signings and key departures before making some Canadian University Men's Rugby Championship predictions (that have already gone horribly wrong).
On the back of weak job data, the market is expecting the Federal Reserve to pause at December's FOMC with even a cut as soon as June. Will RBA follow suit and pause considering their own economic pressures? Kingsley Jones, Chief Investment Officer at Jevons Global tells us whilst weighing in on the impact to the Australian economic from the warming of ties with China.Image credit: Shutterstock.com
As we navigate IMARC (and all the associated BD for the week) we roped a previous guest, Kingsley Jones, onto the podcast to discuss Lynas' product transit, what it means for rare earth aspirants, and the Azure Minerals dilemma. We are also joined by Ben Nolan who has been sitting in limbo with other AVZ shareholders for the best part of two years. Ben relays the journey as a shareholder and has some insights for investors as a result of his experience. All Money of Mine episodes are for informational purposes only and may contain forward-looking statements that may not eventuate. The co-hosts are not financial advisers and any views expressed are their opinion only. Please do your own research before making any investment decision or alternatively seek advice from a registered financial professional. Thank you to our Podcast Partners:Terra Capital – Specialist investment manager in the natural resources sectorAnytime Exploration Services – Exploration workers, equipment, core cutting/storage + much moreJP Search – Recruitment specialists for the financial worldK-Drill – Safe, reliable, and productive surface RC drillingSMEC Power & Technology – Electrical specialists for the mining industryKCA Site Services – Underground mining machine hire for IT's, normet's, trucks and moreMcMahon Mining Title Services (MMTS) – Australia-wide tenement service expertsFutureproof Consulting – Sustainability consultants providing ESG solutions for businesses of all sizes Money of Mine Summer Event – tickets live 10am AWST Thursday 2 November Join our exclusive Facebook Group for the Money Miners and request access to the Hooteroo chat group. Subscribe to our weekly newsletter HOOTEROO HERALD Follow Money of Mine on YouTubeFollow Money of Mine on TwitterFollow Money of Mine on LinkedInFollow Money of Mine on Instagram Chapters:(0:00) Introduction(5:22) What we think of IMARC so far(8:00) AVZ Shareholder, Ben Nolan, Joins Us to discuss the Journey(29:53) Kingsley Jones on Lynas, Rare Earths and Azure Minerals
NEW YORK, NY - Need a Major League Rugby fix? Hungry for some stuff you can chew on? Well we've got the juicy morsels to satisfy your appetite. Rugby New York GM Steve Lewis, Rugby Morning's John Fitzpatrick and Bryan Ray of America's Rugby News serve up quite the menu; a mix of fact, innuendo, rumor and opinion. Host Matt McCarthy provides the cutlery and the napkins. INCLUDED: -World Rugby 's bunker to the MLR? -Bryan Ray's Kingsley Jones crusade: Did Rugby Canada damage Major League Rugby by bringing back Jones? -Are All Blacks headed to an Eastern Conference team? -Is a global rugby calendar forthcoming? -Will the NPC season infringe upon the new MLR calendar? -Does John Fitzpatrick think he is Rhianna? Watch... Listen/Download the Podcast version... Please share and join our weekly newsletter: http://rugbywrapup.com/weekly-updates/ Find All Here: -Web: http://www.RugbyWrapUp.com -Twitter: https://twitter.com/RugbyWrapUp @RugbyWrapUp, @Matt_McCarthy00, @JonnyLewisFilms, @LizardRugby, @LanningZach, @ColbyMarshall2, @Junoir Blaber, @JWB_RWU, @MeetTheMatts, @Declan Yeats. -Face Book: https://www.facebook.com/RugbyWrapUp -Instagram: https://www.instagram.com/RugbyWrapUp -YouTube: https://www.youtube.com/RugbyWrapUp -Reddit: https://www.reddit.com/user/RugbyWrapUp #USARugby #MajorLeagueRugby #RugbyWrapUp #OldGlory #RugbyATL #MLR2020 #SixNations #WorldRugby #SuperRugby #Top14 #PremiershipRugby #Pro14 #URC #UnitedRugbyChampionship #RugbyOdds #RugbyBetting
The boys react to Rugby Canada extending Kingsley Jones' contract for another 2 years! The Arrows made some signings and we think the Rugby World Cup is still happening, but this episode is a Kingsley Jones rant.
Kingsley Jones, Chief Investment Officer, Jevons Global shares with us why US markets remained resilient despite high U.S jobs numbers. And as Australian Funds are pivoting from traditional sectors like banking and infrastructure into new ones like rare earths, where there is a choice between Explorers and Developers, we ask him on the difference between the two and his preference.Image credit: Shutterstock.com
The Japanese equity market has had a stellar run this year on the back of structural reform. Kingsley Jones, Chief Investment Officer of Jevons Global tells us what those reforms are, does the market still have legs despite the potential headwinds and who could potentially be the long term winners of this.Image credit: Shutterstock.com
China and Australia appear to be reaching some form of equilibrium after years of uneasiness that included reduced investments and tariff hikes. India's industries are also seen to be moving forward. Kingsley Jones, Chief Investment Officer at Jevons Global breaks down how to navigate these latest developments.Image Credit: Shutterstock
Jerome Powell's keynote speech from Jackson Hole tells us that inflation is far from target and unless the data tells them otherwise, rates will be higher for longer. We explore what this means for corporates and consumers in the US with Kingsley Jones, Founder and Chief Investment Officer of Jevons Global.Image Credit: Shutterstock
Canada's Men's team dropped back to back games in Tonga this week. Stu and Derek break down the post-match reactions to the games more than the games themselves. They get into the Kingsley Jones of it all, Rumball's post-match interview, the lineups, and fan reactions. Then it's a quick look at an Arrows trade and some of the Canadians eligible for tonight's MLR Collegiate Draft.
Today we're sharing with the Money Miners our discussion with Kingsley Jones. Kingsley runs the investment firm he founded, Jevons Global, on the back of years of experience at firms such as Credit Suisse, AllianceBernstein, and Macquarie group. With this background, his early career may surprise some. He is a PhD in Theoretical Physics with added experience working in research, which shines through in his scientific-based outlook on the market and commodities. We had a great discussion ranging from topics such as the implications of the Inflation Reduction Act & downstream commodity processing to the various commodities he looks at and their outlooks, including graphite, rare earths, lithium, and more. Be sure to catch Kingsley's Quick Fire Round, with his under or overrated takes on topics from DLE to Niobium to Lynas. Enjoy the interview & feel free to get in touch with any feedback! All Money of Mine episodes are for informational purposes only and may contain forward-looking statements that may not eventuate. The co-hosts are not financial advisers and any views expressed are their opinion only. Please do your own research before making any investment decision or alternatively seek advice from a registered financial professional. Thank you to our Podcast Partners:Terra Capital – Specialist Investment manager in the natural resources sectorAnytime Exploration Services – Exploration workers, equipment, core cutting/storage plus much more Join our exclusive Facebook Group for the Money Miners and request access to the Hooteroo chat group. Subscribe to our weekly newsletter HOOTEROO HERALD Follow Money of Mine on YouTubeFollow Money of Mine on TwitterFollow Money of Mine on LinkedInFollow Money of Mine on Instagram Chapters:(0:00) Preview(0:51) Introduction(2:35) Welcoming Kingsley Jones onto Money of Mine(3:22) What does Jevons Global Do?(6:16) Transitioning from Theoretical Physicist to Investor(8:35) Why Kingsley Loves the Commodity Market(9:55) What's the Macro Situation(19:07) Fighting Disinformation(23:07) Is Lynas' History a Case Study for the Future From IRA?(28:29) Potential Bifurcation from the IRA and Winners(33:13) Lithium and the IRA(38:09) Going Downstream in Australia(41:10) What's the actual Price Floor in Iron Ore(49:33) How to Understand the Graphite Market(54:38) Avoiding Group Think(58:32) Quick Fire – Underrated or Overrated?!
JP Morgan, Wells Fargo and Citi reported better than expected numbers, emerging rather unscathed from the regional banking crisis. We speak to Kingsley Jones, Founder and Chief Investment Officer, Jevons Global as to whether its time to buy the sector which has been underperforming.Image by: Shutterstock
Kingsley Jones, Founder and Chief Investment Officer, Jevons Global helps us pick apart US markets and gives his perspective on tech, healthcare and commodities as we enter the 2nd half of 2023Image by: Shutterstock
All things related to AI have rallied since the beginning of the year but are there any gems yet to be discovered? Kingsley Jones, Founder and Chief Investment Officer, of Jevons Global tells us whilst explaining the recent strength of the Australian dollar.Image by: Unsplash
The Japanese Nikkei 225 has been one of the hottest markets this year, but the land of the rising sun has lost it's car status to China. Boosted by sales and exports of electric vehicles, will China continue to be number 1 with the Japanese and Germans responding? To get a view on what sectors will benefit from this expansion, we speak with Kingsley Jones, Chief Investment Officer, Jevons Global.Image by: Shutterstock
Warren Buffet has increased his stake in Japanese trading houses of late. We ask Kingsley Jones, Chief Investment Officer at Jevons Global as to why we should be paying attention to these companies and what other investment ideas he has for Japan.Image credit: Shutterstock
China reopening will certainly lift commodities demand such as lithium and iron ore which may be positive for Australia and commodity related stocks. Given funds are still generally underweight China equities, should investors start nibbling and what sectors and stocks should they be focusing on? For insights, we speak to Kingsley Jones, Chief Investment Officer, Jevons Global.Image credit: Shutterstock
The US market has rebounded strongly from the October lows but has since given back some gains. With an imminent recession and still hawkish Fed, it is more likely there will be more downside for US markets. Where should investors start to position their portfolios for a better risk reward profile? For answers, we speak to Kingsley Jones, Chief Investment Officer, Jevons Global.Image credit: Shutterstock
Over the weekend, there was a raft of relaxation measures announced in China over its Covid policies. What does this mean for Asian markets and the economy? Kingsley Jones, Chief Investment Officer at Jevons Global tells us whilst giving us the potential winners of this news.Image credit: Shutterstock
The RBA surprised the market by raising rates by 25 instead of 50 basis points. We ask Kingsley Jones, Chief Investment Officer at Jevons Global, the reasons for this move whilst diving into what is driving Gold prices at this juncture.
UK Chancellor of the Exchequer Kwasi Kwarteng has just launched the biggest package of tax cuts in half a century. This much criticised mini budget has caused the pound to depreciate by more than 3% against the greenback. We ask Kingsley Jones, Chief Investment Officer at Jevons Global about the UK economy and how much lower can the currency go.
The S&P500 rallied 4% last week but is this the beginning of a bull market? Kingsley Jones, Chief Investment Officer at Jevons Global warns otherwise whilst telling us about the new headwind, US dollar strength.
At Jackson Hole, it is apparent that central banks will continue with their hawkish stance and hike interest rates to address inflation. Kingsley Jones, Chief Investment Officer at Jevons Global explains why markets went into free fall as a result whilst telling us where to take refuge as markets will remain volatile.
July was a good month for equities despite the Federal Reserve raising rates by 75bps at the last FOMC meeting. Kingsley Jones, Chief Investment Officer at Jevons Global tells us if markets have hit bottom whilst giving us his views on metal prices and the Australian market.