Podcast appearances and mentions of London Stock Exchange

If an AI Crash Happens, It Will Be 5x Worse Than Dot-Com Bubble PoppingIn this episode of Macro, Micro and Small Cap News, we examine two major macro developments pointing to aggressive financial engineering.First, US national debt crosses $40 trillion, pushing 30-year Treasury yields to near 20-year highs. We break down the US Treasury's bond buyback programme and why funding it with short-term T-bills introduces severe rollover risk into the financial system.Second, we analyze the AI earnings bubble and circular funding structures involving Nvidia, hyperscalers, and neocloud providers like CoreWeave. We explore what happens if commercial AI monetization continues to lag behind massive infrastructure capex.We also cover market movements in Gold and Bitcoin, followed by company research on UK-listed small caps: gaming publisher Everplay (EVPL) following the launch of Hell Let Loose: Vietnam, and SaaS provider Cerillion (CER).Special Summer OfferGet 40% off membership to the Sharepickers Investment Club with our Summer Special discount: Discount Code: POD40 (Capital letters, no spaces) Offer Price: £149 (reduced from £249) Expiry Date: 31st August 2026 How to Claim: Visit Sharepickers.com, scroll down to the checkout section, and enter POD40 in the "Have a Coupon" field. Show Notes Macro Story 1: US National Debt Crosses $40 Trillion Contextualizing $40 trillion: servicing costs exceeding $1 trillion annually and debt reaching roughly 120% of US GDP. Surging 30-year Treasury yields reaching ~5.3% and the impact on borrowing costs. US Treasury bond buyback expansion funded via short-term T-bills and the resulting rollover risk. Macro Story 2: The AI Earnings Bubble & Circular Deals The divergence between massive capex spend on data centers/GPUs and realized end-user software revenues. Hyperscaler cash flow pressures in the race for market dominance. Case study of circular vendor financing structures, accounting useful life vs. debt maturities, and index concentration risks. Market Movements: Commodities & Crypto Spiking bond yields driving Gold's rally. Bitcoin price strength, short liquidations, and US administration commentary regarding digital asset purchases. Small-Cap Stock Research Everplay (EVPL): Early SteamDB concurrent user data and estimated gross unit sales for Hell Let Loose: Vietnam, alongside its importance to H2 2026 weighting. Cerillion (CER): Review of H1 performance, the £42.5m Omantel contract, an expanding back-order book (£56m+), £31m cash position with zero debt, and moving average technicals. About The SharePickers Investment ClubThe SharePickers Investment Club employs a unique, systematic method to uncover small, profitable companies on the London Stock Exchange.Each potential investment undergoes comprehensive analysis and is evaluated against 15 crucial financial metrics. This fact-based, quantitative approach allows us to pinpoint high-potential growth businesses and deliver consistent results, bypassing the hype and focusing strictly on the numbers.Learn more at www.sharepickers.com.

J. Patrick Galleher is the CEO & Managing Partner of Boxwood Partners, an investment bank headquartered in Jupiter, FL, where he leads transactions for Boxwood's M&A advisory services.   Over the past 25 years, Patrick has led sell-side transactions on over 70 engagements. At Boxwood Partners, he and his team focus on transactions in the lower middle market between $50-$500m in Enterprise Value. Since 2011, Boxwood has successfully completed over 35 Franchisor sell-side transactions, assisting founder and private equity-owned businesses to find strategic or private equity partners for their next stage of growth.   Prior to joining Boxwood, Patrick was CEO of WILink plc (WLK:LSE), a global financial communications and compliance business which is headquartered in London, with operations in the United State, Canada, United Kingdom, Continental Europe, and Sweden. Through its IPO in 2000, Patrick became the youngest CEO on the London Stock Exchange. In 2006, he successfully led the Company through a public-to-private transaction with SVIP, a NYC-based private equity group, and delisting it from the London Stock Exchange.   Patrick made a minority investment in sweetFrog Franchising, LLC in 2012. During his investment, sweetFrog grew from 15 locations to over 380 locations. In 2015, Patrick stepped in as Chairman & CEO, until completing a successful transaction with MTY / Kahala Brands in September of 2018.   Patrick served on the Board of Directors for Issuer Direct (ISDR:NYSE), since 2014. He was Chairman of the Strategic Advisory and Compensation Committees. Patrick holds a B.S. in Business Administration from the University of Richmond, where he played golf for the Spiders. He also holds a degree from the London Business School, as well as attending the Centre for Creative Leadership (CCL) in Belgium. He is a founder of the Virginia Chapter of Young President's Organization (YPO), member of CEO.org and the former Finance Chair of the Southeast U.S. and Caribbean (SEC) Region of YPO.

Last week, Bank of England policymakers faced renewed monetary tightening expectations, especially as Chief Economist and Monetary Policy Committee member Huw Pill voted for rate hikes in four consecutive decisions, arguing that resilient quarterly growth of 0.4% in June supports higher interest rates. While Bank of England Governor Andrew Bailey had previously downplayed the possibility of rate cuts, comfortable leaving rates on hold, money markets now fully price further increases and anticipate upcoming hikes if oil prices continue to rise. UK Gross Domestic Product surprised on the upside in June by expanding 0.3% against expectations for a 0.1% contraction. This performance was driven by a notable 0.4% recovery in the services sector, with the UK Purchasing Managers' Index reaching a three-month high of 52.1, while total retail sales rose 1.3% in July, supported by a 10% surge in pub transactions....Stocks featured:Antofagasta, Computacenter and Lion Finance Group To find out more about the investment management services offered by Walker Crips, please visit our website:https://www.walkercrips.co.uk/This podcast is intended to be Walker Crips Investment Management's own commentary on markets. It is not investment research and should not be construed as an offer or solicitation to buy, sell or trade in any of the investments, sectors or asset classes mentioned. The value of any investment and the income arising from it is not guaranteed and can fall as well as rise, so that you may not get back the amount you originally invested. Past performance is not a reliable indicator of future results. Movements in exchange rates can have an adverse effect on the value, price or income of any non-sterling denominated investment. Nothing in this podcast constitutes advice to undertake a transaction, and if you require professional advice you should contact your financial adviser or your usual contact at Walker Crips. Walker Crips Investment Management Limited is authorised and regulated by the Financial Conduct Authority (FRN: 226344) and is a member of the London Stock Exchange. Hosted on Acast. See acast.com/privacy for more information.

Welcome back to the Alt Goes Mainstream podcast.Today's podcast takes us to the heart of London, where we sat down with Maggie Fanari, the CEO of J Rothschild Capital Management Limited, manager of RIT Capital Partners plc. RIT blends a rich heritage with a modern approach to both asset allocation and private markets. Lord Jacob Rothschild founded Rothschild Investment Trust in 1971. RIT listed on the London Stock Exchange with total assets of £280M. Today, the firm stands tall as one of the UK's largest investment trusts with over £4.7B of total assets.The firm's permanent capital and family office heritage have enabled the firm to think long-term, according to Maggie. “Permanent capital is a privilege,” she said.Maggie has brought an institutional allocator's background to RIT. She joined as CEO of RIT from Ontario Teachers' Pension Plan in 2024, where she was Senior Managing Director, Global Group Head of High Conviction Equities at OTPP, which has a global mandate to invest in public and private companies.Maggie and I had a fascinating discussion about how the firm invests across public and private markets, balancing both top-down portfolio construction and bottom-up asset selection. We covered:How RIT has aimed to compound wealth over time.Why top-down portfolio construction and bottom-up asset allocation are equally important.How can investors capture as much growth, limit market volatility, and compound growth over a long period of time?How RIT finds unique and different managers in private markets, which includes some of the top investors in the world.What market structure changes mean for investing across public and private markets?How to invest when the world order has changed.Taking a family office mindset and applying that investment mindset for investors in RIT.Why permanent capital is a privilege.How to be early to a theme rather than chase the trend.Why RIT decided to invest in SpaceX, Anthropic, OpenAI, Databricks, and Epic Systems.Where do investors bucket RIT into their asset allocation?What is a manager's edge and how can they apply that edge with consistency?Why depth of network matters for private markets managers.Why RIT invested in firms like Thrive, Greenoaks, and Ribbit.BioMaggie Fanari is the CEO of J. Rothschild Capital Management Limited (JRCM) , investment manager for RIT Capital Partners plc. She is Chair of JRCM's Investment Committee.Maggie was previously Senior Managing Director, Global Group Head of High Conviction Equities at Ontario Teachers' Pension Plan, which has a global mandate to invest in public and private companies.At Ontario Teachers', she served as a member of many of the pension plan's investment committees. She was involved in the execution of investments across a variety of asset classes (private and public), including supporting the development and execution of the venture and growth business.Before joining Ontario Teachers', Maggie worked at KPMG and Scotia Capital. Maggie is a chartered accountant and a CFA charter holder. She also holds a BBA from the Schulich School of Business at York University and ICD.D certification from the Institute of Corporate Directors.Maggie served as a non-executive director on the Board of RIT Capital Partners plc from April 2019 to February 2024.Thanks, Maggie, for sharing your wisdom, expertise, and passion across public and private markets and your thoughtful perspectives from your experiences as an institutional investor.This podcast was recorded on 15 June 2026, and therefore all RIT data is provided as at 31/05/2026. Show Notes00:42 Meet Maggie Fanari03:44 Teachers' Pension Roots04:51 Top Down Meets Bottom Up05:50 Allocating In New Paradigm06:15 Diversification Returns07:02 Volatility Creates Opportunity07:22 What Makes RIT Unique08:08 Compounding With Downside09:41 Brand Opens Doors10:05 Backing Emerging Managers11:57 Co-Invest Importance12:36 Returns And Realizations13:22 Great Co-Investor Playbook15:02 Building AI Theme Exposure16:06 Sourcing Deals Like SpaceX16:37 Public Private Value Split20:09 Public Themes And Sovereignty20:58 Moats And Terminal Value24:06 Permanent Capital Edge25:07 Oversubscribed Fund Access26:46 Underwriting And Discipline27:17 Why AI Needs Capital27:49 Anthropic Growth Math28:15 Databricks Scale Comparison28:41 Can Funds Get Bigger30:22 FOMO And Chasing30:47 Portfolio Allocation Guardrails31:47 Permanent Capital Advantage32:13 Right Sized Private Exposure32:51 Liquidity And Realizations33:28 Owning Winners At Scale34:11 Private To Public Hold34:41 Re Underwriting Post IPO35:38 Retail Investor Impact36:20 Public Market Liquidity Needs37:57 Why Investment Trusts Work38:56 Discounts As Margin Safety40:08 How Shareholders Allocate41:03 Sentiment Shifts In Cycles42:02 What Makes Great Managers43:14 Manager Edge Examples45:02 AI And Finding Leaders46:56 Consolidation And Differentiation47:51 Being A Great LP Partner48:50 Macro Lens As Edge49:42 Private Signals Inform Public50:48 Culture One Team One NAV51:28 Risk And Scenario Analysis52:59 Multipolar World Investing54:14 Geopolitics In Diligence55:10 Permanent Capital Best Of BothA Word from Our Sponsor, UltimusThis episode of Alt Goes Mainstream is brought to you by Ultimus, the full-service fund administrator and transfer agent powering asset managers in private and public markets. As alts go mainstream, you need real expertise to handle complex fund structures, connect with key distribution partners, and handle sophisticated compliance, reporting, and transparency demands.That's Ultimus: high-tech, high-touch solutions for over 450 clients and 2,500 funds with $775B in assets under administration. Backed by an expert team of over 1,200 employees, they place client service at the core of their business, helping you navigate complexity during your fund structuring or launch and then supporting you through every stage of growth. Whether you're already in the market or thinking about entering private wealth, you can trust their team's deep expertise in retail alternatives to help you reach your goals.Learn more at ultimusfundsolutions.com or email info@ultimusfundsolutions.com.We thank Ultimus for their support of alts going mainstream.Editing and post-production work for this episode was provided by The Podcast Consultant.

MasterMind Minutes. One Guest- One Question- One Answer Today our guest is Patrick GalleherJoin Patrick Galleher, CEO & Managing Partner of Boxwood Partners, as he shares insights from more than 25 years of experience leading mergers, acquisitions, and strategic growth initiatives. Having advised on over 70 sell-side transactions and helped complete more than 35 franchisor transactions, Patrick brings a unique perspective on scaling businesses, attracting the right partners, and creating long-term enterprise value.In this conversation, Patrick discusses his journey from becoming the youngest CEO on the London Stock Exchange to leading successful exits, investing in high-growth franchise brands like Sweet Frog, and advising founders and private equity groups on transformative transactions.Whether you're a business owner, franchise executive, investor, or entrepreneur, you'll gain valuable insights on growth, leadership, M&A strategy, and building companies that are positioned for successful outcomes.Reach out to Patrick at:   / patrickgalleher  Contact Gary at: info@frangrow.com

This week Nick talks to Geraint AndersonGeraint is a bestselling author, journalist and satirical commentator whose writing explores power, greed and the darker side of modern leadership. His first book, Cityboy—an insider's account of excess in investment banking—sold more than 400,000 copies and became one of the defining books of the pre-financial-crash era.  A regular commentator across print, broadcast and podcasts, he speaks on psychopathy in business and politics, satire as a weapon against authoritarianism, the modern workplace as a battleground for dominance, and why the world increasingly seems to be run by ruthless bastards—and what that means for the rest of us. Nick and Geraint discuss Geraint's journey from investment banker to bestselling author, reflecting on the success of Cityboy, the culture of the City, and the competitive mindset that drove his career. They explore the inspiration behind his new satirical book, How to Con Friends and Manipulate People, examining psychopathy in business and politics, the rise of manipulative leadership, and why satire can expose the absurdities of modern power. The conversation also touches on AI, critical thinking, authoritarianism, the legacy of the 2008 financial crisis, and the importance of empathy in an increasingly ruthless world. Buy Geraint's new Book: How to Con Friends and Manipulate People - The Subtle Art of Being a Total PsychopathFollow Geraint on Instagram and Substack Book Choice A Modest Proposal by Jonathan SwiftMusic ChoiceEnergy Flash - Joey BeltranThis content is issued by Zeus Capital Limited (“Zeus”) (Incorporated in England & Wales No. 4417845), which is authorised and regulated in the United Kingdom by the Financial Conduct Authority (“FCA”) for designated investment business, (Reg No. 224621) and is a member firm of the London Stock Exchange. This content is for information purposes only and neither the information contained, nor the opinions expressed within, constitute or are to be construed as an offer or a solicitation of an offer to buy or sell the securities or other instruments mentioned in it. Zeus shall not be liable for any direct or indirect damages, including lost profits arising in any way from the information contained in this material. This material is for the use of intended recipients only.

Last week, Purchasing Manager's Index (“PMI”) mixed signals pointed to a modest UK economic recovery. Whilst UK business activity saw a first rise in three months, driving the broader economy up, manufacturing and construction remain laggards, meaning that sustainable growth will depend on whether supply chain and inflation pressures continue to moderate. However, the geopolitical reasons are threatening this, as EY points out that the prolonged closure of the Strait of Hormuz could cause inflation to double, risking a UK recession. The recent heatwaves are also a threat, hampering retail footfall in July and potentially disrupting supply chains and causing prices to spike. The Bank of England (“BoE”) is also facing some scrutiny over its active quantitative tightening (“QT”) strategy, as the market is getting anxious over the valuation losses which ultimately strain public finances, creating a headwind to rate expectations and overall market sentiment...Stocks featured:Fresnillo, Endeavour Mining and IG GroupTo find out more about the investment management services offered by Walker Crips, please visit our website:https://www.walkercrips.co.uk/This podcast is intended to be Walker Crips Investment Management's own commentary on markets. It is not investment research and should not be construed as an offer or solicitation to buy, sell or trade in any of the investments, sectors or asset classes mentioned. The value of any investment and the income arising from it is not guaranteed and can fall as well as rise, so that you may not get back the amount you originally invested. Past performance is not a reliable indicator of future results. Movements in exchange rates can have an adverse effect on the value, price or income of any non-sterling denominated investment. Nothing in this podcast constitutes advice to undertake a transaction, and if you require professional advice you should contact your financial adviser or your usual contact at Walker Crips. Walker Crips Investment Management Limited is authorised and regulated by the Financial Conduct Authority (FRN: 226344) and is a member of the London Stock Exchange. Hosted on Acast. See acast.com/privacy for more information.

This week, Lotus, Niki, and John discuss their very enjoyable time together with Big Walk, Devolver Digital's move off of the London Stock Exchange, and Netflix's incredibly bizarre six hour rental of Grand Theft Auto VI's deeper dive trailer later this month.00:00:00 Intro & laundry hamper talk00:14:30 Netflix's Grand Theft Auto VI "exclusive" look00:47:26 EA's big deal with the Saudis and Jared Kushner closed01:12:30 Halo Studios parts ways with contractors01:20:32 Devolver Digital moves to unlist from London Stock Exchange to go private01:33:30 Square Enix is collaborating with Google Gemini for AI-based QA01:40:43 PlayStation by far the most played console in the US01:41:53 Restart Run staff laid off01:44:43 Spider-Man: Brand New Day is the best the MCU has been in a very long time01:51:40 Splatoon Raiders continues to delight us01:57:37 AYN Thor is probably the best one of these emulation handhelds02:02:10 The VGBees Crew is having a blast with Big Walk02:37:25 HIVE QUESTIONS03:10:57 Reviews & outroThanks for listening!Please leave us a review! We'll read it on the show and it helps us out a lot.VGBees is ad-free, AI-free, and completely supported by you! https://vgbees.com/joinVGBees is a weekly games media podcast hosted by Niki, John, and Lotus.

On this episode of How to Grow a CMO, host Alastair Hussain is joined by Antonia Wade, Global Chief Marketing Officer at PwC.Antonia reflects on the perspective and values she gained from her father, the importance of doing what you say you will do, and why leaders must support the human as well as the employee. They also explore Antonia's unconventional journey from architecture and the Y2K project at the London Stock Exchange into marketing, and why successful CMOs must combine creativity with commerciality, resilience and pragmatism. Antonia shares her approach to leading marketing transformation, demonstrating the value of brand, and preparing teams to embrace AI through experimentation, training and clear guardrails. Along the way, she explains why marketing should make money rather than simply cost money, and why technology may change how marketers work without changing what marketing is ultimately there to achieve.How to Grow a CMO is brought to you by tmp – the global marketing agency for B2B technology brands. To find out more, visit ⁠https://www.tmpb2b.com 

All eyes were on the Bank of England (“BoE”) on Thursday for its latest interest rate decision. The Monetary Policy Committee decided to hold the rate at 3.75%. This dovish stance comes after a split six versus three vote, where investors placed greater weight on the cautious remarks from Governor Andrew Bailey. The BoE remains alert over supply shocks such as oil volatility, food inflation, the easing of price pressures, which fell 0.9%, and a drop in public inflation expectations. Consumers are now drawing down Covid pandemic-era savings to help absorb the current living costs, which in turn is supporting modest retail resilience and pushing business confidence to a four-month-high. Some forecasters are now warning that persistent geopolitical friction and supply risks could weigh on economic expansion well into 2027, meaning the rate path remains complicated...Stocks featured:Burberry Group, Rentokil Initial and Sage GroupTo find out more about the investment management services offered by Walker Crips, please visit our website:https://www.walkercrips.co.uk/This podcast is intended to be Walker Crips Investment Management's own commentary on markets. It is not investment research and should not be construed as an offer or solicitation to buy, sell or trade in any of the investments, sectors or asset classes mentioned. The value of any investment and the income arising from it is not guaranteed and can fall as well as rise, so that you may not get back the amount you originally invested. Past performance is not a reliable indicator of future results. Movements in exchange rates can have an adverse effect on the value, price or income of any non-sterling denominated investment. Nothing in this podcast constitutes advice to undertake a transaction, and if you require professional advice you should contact your financial adviser or your usual contact at Walker Crips. Walker Crips Investment Management Limited is authorised and regulated by the Financial Conduct Authority (FRN: 226344) and is a member of the London Stock Exchange. Hosted on Acast. See acast.com/privacy for more information.

Stephen Grootes speaks to Siphumelele Zondi, tech expert, about the rise of branchless banking in Africa, as Pepkor prepares to launch a digital bank in 2027 and Airtel Money expands its footprint following its London Stock Exchange listing, leveraging services such as cross-border remittances across 14 African countries. The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities, and personal finance strategies. Each episode features engaging conversations with top newsmakers, industry experts, financial advisors, entrepreneurs, and politicians, offering you thought-provoking insights to navigate the ever-changing financial landscape.    Thank you for listening to a podcast from The Money Show Listen live Primedia+ weekdays from 18:00 and 20:00 (SA Time) to The Money Show with Stephen Grootes broadcast on 702 https://buff.ly/gk3y0Kj and CapeTalk https://buff.ly/NnFM3Nk For more from the show, go to https://buff.ly/7QpH0jY or find all the catch-up podcasts here https://buff.ly/PlhvUVe Subscribe to The Money Show Daily Newsletter and the Weekly Business Wrap here https://buff.ly/v5mfetc The Money Show is brought to you by Absa     Follow us on social media   702 on Facebook: https://www.facebook.com/TalkRadio702 702 on TikTok: https://www.tiktok.com/@talkradio702 702 on Instagram: https://www.instagram.com/talkradio702/ 702 on X: https://x.com/CapeTalk 702 on YouTube: https://www.youtube.com/@radio702   CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/Radio702 CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.

Simon Dixon is an investor, geopolitical and financial analyst and certified Bitcoin OG: he was evangelising it at $3, and went on to advise El Salvador's President Bukele on his Bitcoin bonds. A former investment banker, Simon has spent 26 years trying to answer his dad's question: 'Son, what happened to my money?' The search took him from market-making on the London Stock Exchange, via a doomed attempt to found an honest bank (the Bank of England said no), to uncovering what he calls the Financial Industrial Complex: the web of central banks, asset managers and spooks that sits above governments and funds both sides of every war. On the ledger: who really owns the Bank of England?; politicians as 'paid-for-rent prostitutes' and how Liz Truss got rug-pulled; was Bitcoin a banker plot, and was Satoshi really a cypherpunk who died a month after the CIA came knocking?; why Wall Street wants your Bitcoin in an ETF, not your pocket; how the CIA invented the term 'conspiracy theorist'; Epstein as just one blackmail operation among many; James's confession about what he actually bought with his first Bitcoin; and lots more. Simon's website: https://simondixon.com Find Simon on X: @SimonDixonTwitter, and live on YouTube every Friday ↓ ↓ This Delingpod is very kindly sponsored by https://sinacrisps.com The crisp you can eat without the guilt. No seed oils and just 3 ingredients. Use code: JAMES with your purchase for 15% off. ↓ ↓ How environmentalists are killing the planet, destroying the economy and stealing your children's future. In Watermelons, an updated edition of his ground-breaking 2011 book, James tells the shocking true story of how a handful of political activists, green campaigners, voodoo scientists and psychopathic billionaires teamed up to invent a fake crisis called ‘global warming'. This updated edition includes two new chapters which, like a geo-engineered flood, pour cold water on some of the original's sunny optimism and provide new insights into the diabolical nature of the climate alarmists' sinister master plan. Purchase Watermelons by James Delingpole here: https://jamesdelingpole.co.uk/Shop/ ↓ ↓ ↓ Buy James a Coffee at: https://www.buymeacoffee.com/jamesdelingpole To support independent, no-holds-barred journalism and gain first and full access to all James's content, subscribe directly at https://www.jamesdelingpole.co.uk x

This week Nick talks to Gabriel Sacks Gabriel is lead manager of Aberdeen Asia Focus plc and a member of the investment team managing Aberdeen's Global Emerging Markets Income and Global Emerging Markets Smaller Companies strategies. During his time in Singapore, he also managed the Asian Smaller Companies Fund until returning to London in late 2022, while contributing to a range of Asian and global emerging markets portfolios. Gabriel holds an MA (Hons) in Land Economy from Selwyn College, Cambridge, and is a CFA charterholder. Nick and Gabriel discuss the investment case for Asian smaller companies and the evolving outlook for emerging markets. Drawing on more than 17 years of experience at Aberdeen, Gabriel explains why he believes the region offers attractive long-term growth opportunities. The conversation explores the drivers behind renewed investor interest in emerging markets, including diversification away from the US, the recovery in sentiment towards China, and the structural growth stories in India and Vietnam. Gabriel outlines Aberdeen Asia Focus plc's investment philosophy, emphasising high-quality businesses, strong governance, disciplined portfolio construction, and the importance of identifying under-researched companies with sustainable competitive advantages. Book Choices Range: Why Generalists Triumph in a Specialized World by David EpsteinGodfather of the Kremlin by Paul KlebnikovMusic ChoicesJamiroquai - Virtual InsanityAlmir Guineto - ConselhoThis content is issued by Zeus Capital Limited (“Zeus”) (Incorporated in England & Wales No. 4417845), which is authorised and regulated in the United Kingdom by the Financial Conduct Authority (“FCA”) for designated investment business, (Reg No. 224621) and is a member firm of the London Stock Exchange. This content is for information purposes only and neither the information contained, nor the opinions expressed within, constitute or are to be construed as an offer or a solicitation of an offer to buy or sell the securities or other instruments mentioned in it. Zeus shall not be liable for any direct or indirect damages, including lost profits arising in any way from the information contained in this material. This material is for the use of intended recipients only.

Last week, Bank of England policymakers faced renewed monetary tightening expectations, especially as money markets now fully price further increases and anticipate upcoming hikes if oil prices continue to rise. Elsewhere, the UK Purchasing Managers' Index reached a three-month high of 52.1, driven by a notable recovery in the services sector, and UK retail sales surprised on the upside in June, rising by 1% month-on-month against a consensus forecast of a 0.3% decline....Stocks featured:Anglo American, Segro and CentricaTo find out more about the investment management services offered by Walker Crips, please visit our website:https://www.walkercrips.co.uk/This podcast is intended to be Walker Crips Investment Management's own commentary on markets. It is not investment research and should not be construed as an offer or solicitation to buy, sell or trade in any of the investments, sectors or asset classes mentioned. The value of any investment and the income arising from it is not guaranteed and can fall as well as rise, so that you may not get back the amount you originally invested. Past performance is not a reliable indicator of future results. Movements in exchange rates can have an adverse effect on the value, price or income of any non-sterling denominated investment. Nothing in this podcast constitutes advice to undertake a transaction, and if you require professional advice you should contact your financial adviser or your usual contact at Walker Crips. Walker Crips Investment Management Limited is authorised and regulated by the Financial Conduct Authority (FRN: 226344) and is a member of the London Stock Exchange. Hosted on Acast. See acast.com/privacy for more information.

CoinDesk's The Policy Protocol hosts Rebecca Rettig and Renato Mariotti open on the week's biggest policy news from SEC Commissioner Hester Peirce's statement on crypto vaults to the London Stock Exchange's launch of a 24/5 tokenized market. Then, Patrick Witt, Executive Director of the President's Council of Advisors for Digital Assets, joins to make the case that the CLARITY Act deserves a Senate floor vote before the August recess and argues that President Trump's agreement to subject himself to conduct restrictions is a "historic" and unprecedented ethics concession. Witt also breaks down the CFTC's expanded mission and the fight over funding and staffing. Plus, Rebecca and Renato debrief on the lessons of MiCA and the state of bipartisan compromise on the Hill, and name the state attorneys general, led by an op-ed from Montana's AG, as their Person of the Week. - This episode is brought to you by RealFi, a smarter stablecoin, backed by real-world assets. Find out more at⁠⁠⁠⁠⁠⁠ realfi.co⁠⁠⁠⁠⁠⁠. - JPEG Trading is a global proprietary trading firm specializing in cryptocurrency and decentralized finance markets. From market structure and liquidity provision to quantitative trading strategies, JPEG Trading operates across the full spectrum of blockchain-based assets. Follow @jpegtrading on X to stay ahead of the latest developments in digital asset markets:⁠⁠⁠⁠⁠⁠ https://x.com/jpegtrading⁠⁠⁠⁠⁠⁠ - Check out CoinDesk Research's report on the evolution of crypto centralized exchanges, with a case study on Binance at: https://www.coindesk.com/research/the-evolution-of-the-crypto-cex-landscape-a-case-study-on-binance - Timecodes: 00:00 Cold Open: 'No Other President Has Done That' 01:07 Welcome to The Policy Protocol 01:59 Hester Peirce on Crypto Vaults & Onchain Lending 04:22 The LSE's 24/5 Market, LSE24 05:59 NYSE, OKX, and TradFi's Tokenization Push 06:18 The CLARITY Act & Guest Patrick Witt 06:41 Will CLARITY Pass Before the August Recess? 09:01 Inside the Bill's Historic Ethics Provision 11:06 The Tillis Ethics Compromise 12:40 Funding the CFTC's Expanded Mission 14:03 Why CLARITY Isn't a Giveaway to Crypto 17:04 Debrief: MiCA's Lessons and Market Structure 20:37 Person of the Week: State Attorneys General

Follow me on Substack: https://substack.com/@jeremymckeownFor your capital markets training needs, contact Finance Talking: https://bit.ly/48NLioZPaul Pindar built Capita from a £330,000 management buyout into a £7.5 billion outsourcing giant, delivering a 480x total shareholder return between its 1989 listing and his departure in 2014. Now Chairman of Literacy Capital plc (LSE: BOOK), the listed private equity investment trust he co-founded with his son Richard, Paul joins Jeremy to share the lessons of a remarkable career in UK plc — and a very different second act.Paul explains how Capita rode the wave of government outsourcing in the 1990s and 2000s, why culture and cheap, disciplined M&A drove 25 consecutive years of record results, and what changed after he left in 2014. He gives a candid assessment of UK corporate governance — 300-page board packs, six-hour board meetings — and why London's shrinking stock market is a "real shame for the UK economy."On Literacy Capital, Paul opens up about the trust's unusual model: permanent capital, no carried interest, no performance fee, and nearly 40% founder ownership — plus £13 million donated to the Bookmark Reading charity, which tackles child literacy. He addresses the elephant in the room head-on: a NAV near all-time highs but a share price discount at its widest ever, the impact of the Budget and employers' NI rises on small UK businesses, and why exits at 10x, 10x and 15x money suggest the portfolio is conservatively valued at 9.2x EBITDA.Whether you invest in investment trusts, private equity, UK small caps, or simply want a masterclass in building businesses, this conversation delivers.In This EpisodeFrom Coopers & Lybrand and 3i to the £330,000 buyout of CIPFA Computer Services — the business that became CapitaListing on the USM in 1989 at an £8m market cap — and winning a £13m contract with £2.6m of turnoverVisionary or lucky? Management, market tailwinds, and the 10 Golden Rules behind a 480x shareholder returnCapita's M&A playbook: high volume, small deals, never overpayWhat went wrong at Capita — and in UK outsourcing — after 2014Why 200-page annual reports and six-hour board meetings destroy value rather than protect itThe origin of Literacy Capital: a husband-and-wife conversation and a mission to teach every child to readBookmark Reading charity: £13m donated, half a million children to be helpedInside the LitCap model: permanent capital, zero carry, and total alignmentFive exits at 10x, 10x, 15x, 5.2x and 2.5x moneyThe discount debate: NAV vs share price, CGT speculation, and the cost of neglecting investor relationsHow the Budget and employers' NI hit small UK businessesWhy good £100m companies can no longer IPO in LondonWorking with family: father and son at the helmAdvice for the new Prime Minister: debt, the triple lock, stamp duty, and CGTGuestPaul Pindar is Chairman and co-founder of Literacy Capital plc (LSE: BOOK), a listed closed-end investment fund backing small UK businesses. He joined Capita as CFO in 1987 — eight months after backing its buyout as an investor at 3i — became Managing Director 18 months later, and led the business until 2014, growing it into one of the UK's largest outsourcing companies with 62,000 employees and a £7.5bn market cap. He co-founded Literacy Capital in 2018 with his son Richard; the fund donates a portion of net assets each year to Bookmark Reading, the child literacy charity founded by his wife, Sharon Pindar.KeywordsPaul Pindar, Literacy Capital, LSE BOOK, Capita, UK outsourcing, private equity, investment trust, listed private equity, closed-end fund, permanent capital, carried interest, NAV discount, UK small caps, management buyout, London Stock Exchange, IPO drought, Bookmark Reading, child literacy, shareholder value, M&A strategy, founder succession, UK stock market, corporate governance, capital gains tax, employers' national insuranceThis podcast explores stocks, markets, and capital, examines the role of gold in finance, unpacks tax policy and economics, discusses pathways to financial freedom and retirement, explains how interest rates affect investing, features insights from financial advisers, analyzes inflation, recession, and market volatility, covers the actions of central banks, evaluates different assets, addresses inheritance planning, reviews portfolio construction with bonds and an isa, assesses long-term returns and allocation strategies, explores macro trends, and helps listeners understand risk and pensions.

In the first of our new video podcast series, James Richards and Ben Potter discuss artificial intelligence ("AI") valuations, inflation, gold, gilts and where they see markets going for the remainder of 2026. Listen to the first episode of new Walker Crips podcast.Watch the video podcast on our Youtube channel here:https://youtu.be/TjU8ZxXJlIcTo find out more about the investment management services offered by Walker Crips, please visit our website:https://www.walkercrips.co.uk/This podcast is intended to be Walker Crips Investment Management's own commentary on markets. It is not investment research and should not be construed as an offer or solicitation to buy, sell or trade in any of the investments, sectors or asset classes mentioned. The value of any investment and the income arising from it is not guaranteed and can fall as well as rise so that you may not get back the amount you originally invested. Past performance is not a reliable indicator of future results. Movements in exchange rates can have an adverse effect on the value, price or income of any non-sterling denominated investment. Presenters and contributors to this podcast may hold personal positions in securities, assets, or themes discussed. These views are entirely their own and should not be interpreted as a recommendation to buy or sell any financial instrument. Nothing in this podcast constitutes advice to undertake a transaction and if you require professional advice, you should contact your financial adviser or your usual contact at Walker Crips. Walker Crips Investment Management Limited is authorised and regulated by the Financial Conduct Authority and is a member of the London Stock Exchange. Hosted on Acast. See acast.com/privacy for more information.

The US has said it will hit Canada with tariffs of 50 per cent on a wide range of goods, Chinese regulators are considering tightening export controls on AI and semiconductor technologies, and UK Prime Minister Andy Burnham picked John Healey as Britain's new chancellor. Plus, a US federal judge paused Paramount's $110bn acquisition of Warner Bros Discovery and the London Stock Exchange will launch round-the-clock trading next year.Mentioned in this podcast:US to hit Canada with 50% tariffs on wide range of goodsChina weighs tighter export controls on AI models and chipsBurnham stuns Labour MPs by choosing Healey as new chancellorUS judge pauses Paramount's $110bn Warner Bros acquisitionLondon Stock Exchange to launch round-the-clock trading next yearCredit: Reuters Want to get in touch? Email us at podcasts@ft.comNote: The FT does not use generative AI to voice its podcasts The FT News Briefing is produced by Victoria Craig, Sonja Hutson, Saffeya Ahmed, Katya Kumkova, and Fiona Symon. Our editor is Marc Filippino. Our show is mixed by Sam Giovinco and Alex Higgins. Additional help from Gavin Kallmann, Michael Lello, Peter Barber and David da Silva. Our intern is Cole van Miltenburg. Our executive producer is Topher Forhecz. Flo Phillips is the FT's global head of audio. The show's theme music is by Metaphor Music. Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.

Get 30 Days of Merlin free at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠MerlinCrypto.Com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ In this episode of Markets Radar, I dive into the massive comeback on Wall Street as dip buyers lift beaten-down semiconductor stocks. With Alphabet and Tesla kicking off megacap earnings, I discuss why the burden of proof has changed and why I am watching for growth guidance strong enough to justify today's elevated AI valuations. I also break down Apple's upcoming "Apple Upgrade" subscription leasing program, which marks one of the biggest changes ever to how the company sells its devices as it partners with Klarna. Then, I shift gears to the crypto market, where Bitcoin is pushing toward $67,000 after Treasury Secretary Scott Bessent revealed that the long-awaited Clarity Act is at the "1-yard line". I explain how the fading AI distraction and returning institutional ETF inflows are setting digital assets up for a potential breakout. Finally, I look across the pond at the London Stock Exchange's bold move to launch LSE 24, a near-continuous overnight trading platform designed to win back global capital by starting with exchange-traded products. Enjoy! Join the Age of Radio Discord | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://discord.gg/EeamD8WcjN⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Follow me on Goodpods ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://goodpods.app.link/usUyBZzhuNb⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Free Financial Consultation: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://forms.gle/B6nNZ2FbxbhESCHg9⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Red Wizard Gaming Society: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://discord.gg/9D43EszdUB⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠   DM if you are interested in Life Insurance! If you or someone you know has been struggling or in crisis please call or text 988 or chat ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠988lifeline.org⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠  

Last week, Bank of England (“BoE”) Governor Andrew Bailey highlighted clear financial stability risks, noting the central bank must monitor price inflation hitting 3.2%. Consequently, policymakers are facing renewed monetary tightening expectations, especially as money markets now fully price further increases and anticipate upcoming hikes if oil volatility persists. Elsewhere, the British economy grew marginally in May by 0.1%, meeting economists' expectations despite high domestic energy costs persistently constraining broader private sector output. Major investors expect the BoE to slow or halt sales of long-term government debt this autumn as quantitative tightening inflates borrowing costs...Stocks featured:Metlen Energy & Metals, Kingfisher and AntofagastaTo find out more about the investment management services offered by Walker Crips, please visit our website:https://www.walkercrips.co.uk/This podcast is intended to be Walker Crips Investment Management's own commentary on markets. It is not investment research and should not be construed as an offer or solicitation to buy, sell or trade in any of the investments, sectors or asset classes mentioned. The value of any investment and the income arising from it is not guaranteed and can fall as well as rise, so that you may not get back the amount you originally invested. Past performance is not a reliable indicator of future results. Movements in exchange rates can have an adverse effect on the value, price or income of any non-sterling denominated investment. Nothing in this podcast constitutes advice to undertake a transaction, and if you require professional advice you should contact your financial adviser or your usual contact at Walker Crips. Walker Crips Investment Management Limited is authorised and regulated by the Financial Conduct Authority (FRN: 226344) and is a member of the London Stock Exchange. Hosted on Acast. See acast.com/privacy for more information.

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In this episode, we deep-dive into a hidden gem in the UK tech sector: Intercede Group (#IGP). While the broader software space faces budget cuts, high-assurance digital identity is seeing massive, non-discretionary spending. I break down 6 reasons why Intercede is a screaming buy—ranging from its sovereign-grade client base and first-mover quantum advantage to its double-digit compounding projections trading at dirt-cheap forward multiples.We also cover key updates on Funding Circle (#FCH) and how El Niño is shifting macro landscapes for soft commodities, alongside our weekly roundup of the markets and microcap winners and losers.Markets Covered: Indices Best and Worst Small & Microcap Performers This Week Companies & Funds Mentioned Today: Ramsdens (#RFX) Funding Circle (#FCH) Intercede (#IGP) WisdomTree Cocoa (#COCO) WisdomTree Coffee (#COFF) WisdomTree Sugar (#SUGA)

This week Nick talks to Pedro Gonzalez de CosioPedro Gonzalez de Cosio is the Chief Executive Officer and co-founder of Pharmakon. Before co-founding the firm, he spent 14 years in structured finance, holding senior roles at Deutsche Bank and JPMorgan in New York. There, he specialized in structuring complex collateralized financing and derivative transactions for U.S. and international clients, including several years focused on the biotechnology and pharmaceutical sectors. Pedro is also the Investment Manager at BioPharma Credit PLC. Nick and Pedro discuss Pharmakon's approach to providing non-dilutive debt financing to life sciences companies, how the firm supports biotech businesses through key growth stages, and what differentiates its investment strategy. They also explore successful investments, the role of non-dilutive capital in funding innovation and acquisitions, the competitive landscape for biotech financing, differences between U.S. and European capital markets, and emerging healthcare trends, including orphan diseases, oncology, GLP-1 therapies, AI in drug discovery, and the future of cancer treatment. Pedro's Book ChoicesThe Godfather by Mario Puzo The Emperor of All Maladies by Siddhartha Mukherjee Pedro's Music ChoicesPiano Man by Billy JoelPagliacci OperaThis content is issued by Zeus Capital Limited (“Zeus”) (Incorporated in England & Wales No. 4417845), which is authorised and regulated in the United Kingdom by the Financial Conduct Authority (“FCA”) for designated investment business, (Reg No. 224621) and is a member firm of the London Stock Exchange. This content is for information purposes only and neither the information contained, nor the opinions expressed within, constitute or are to be construed as an offer or a solicitation of an offer to buy or sell the securities or other instruments mentioned in it. Zeus shall not be liable for any direct or indirect damages, including lost profits arising in any way from the information contained in this material. This material is for the use of intended recipients only.

Last week, Bank of England Chief Economist, Huw Pill, downplayed any near-term rate cuts, noting the central bank must keep inflation under control. Consequently, policymakers are maintaining a cautious stance, especially as Monetary Policy Committee official Megan Greene signalled a readiness to hike rates if domestic overheating persists. Elsewhere, the International Monetary Fund upgraded the UK's 2026 growth forecast to 1%, positioning it as the third fastest-growing economy in the G7. However, this contrasted with comments from ratings agency, Fitch, that high debt and inflation-linked servicing costs constrain creditworthiness, while elevated yields reflect monetary expectations and a weaker growth outlook...Stocks featured:Vodafone Group, Shell, St James PlaceTo find out more about the investment management services offered by Walker Crips, please visit our website:https://www.walkercrips.co.uk/This podcast is intended to be Walker Crips Investment Management's own commentary on markets. It is not investment research and should not be construed as an offer or solicitation to buy, sell or trade in any of the investments, sectors or asset classes mentioned. The value of any investment and the income arising from it is not guaranteed and can fall as well as rise, so that you may not get back the amount you originally invested. Past performance is not a reliable indicator of future results. Movements in exchange rates can have an adverse effect on the value, price or income of any non-sterling denominated investment. Nothing in this podcast constitutes advice to undertake a transaction, and if you require professional advice you should contact your financial adviser or your usual contact at Walker Crips. Walker Crips Investment Management Limited is authorised and regulated by the Financial Conduct Authority (FRN: 226344) and is a member of the London Stock Exchange. Hosted on Acast. See acast.com/privacy for more information.

A Company that's Grown its Pre-Tax Profits by Nearly SixfoldIn this episode, we run the rule over Funding Circle (LON:FCH). We break down the operational mechanics of their core Term Loans, explain how their transition to a capital-light model has helped grow pre-tax profits nearly sixfold, and analyze the incredible transaction velocity behind their fast-growing FlexiPay engine to see if it scores well enough to enter the MicroCap League.In this podcast I cover the Microcap News to see if they're good enough to be added to the MicroCap League.The UK's first MicroCap League where 100's of small businesses are analysed and scored in relation to their growth, value, health, efficiency, momentum & potential.The companies that score the highest are added to the MicroCap League and possess the best risk / reward profile.***** About The SharePickers Investment Club *****The SharePickers Investment Club employs a unique, systematic method to uncover small, profitable companies on the London Stock Exchange.Each potential investment undergoes comprehensive analysis and is evaluated against 15 crucial financial metrics.This fact-based, quantitative approach allows us to pinpoint high-potential growth businesses and deliver consistent results, bypassing the hype and focusing on the numbers.**** SPECIAL SUMMER 40% OFF CODE*****Only available until July 31st 2026 if you use this codePOD40You will get 40% off £249, which means you get membership for £149.*****MY BOOK *****How to Become a MicroCap Millionaire - A 3 Step Strategy for Stock Market SuccessIs now on sale here: https://www.sharepickers.com/!!!IF YOU BUY THE BOOK YOU CAN GET 40% OFF MEMBERSHIP TO THE SHAREPICKERS INVESTMENT CLUB!!!HOW? If you buy a copy of the book, then like it enough to leave a 5 star rating & write a positive review, you can get yearly membership to the SharePickers Investment Club for just£149!!!THIS IS £2.88 WEEK - LESS THAN:HALF A PINT OF BEER A BAG CHIPS FROM THE CHIPPY A BATTERED JUMBO SAUSAGE FROM THE CHIPPY A JUMBO SAVELOY FROM THE CHIPPY HALF THE AMOUNT A PERSON SPENDS ON CHOCOLATE 40% CHEAPER THAN A MCDONALDS FILAY-O-FISH 43% CHEAPER THAN A BIG MACONE FEEDS YOUR BELLY AND DESTROYS YOUR HEALTH, THE OTHER FEEDS YOU MIND AND IMPROVES YOUR WEALTHIf you regularly listen to this podcast and value its content, it's a free resource, so please consider paying back in kind by giving it a 5 star rating and review. That way more people will find it.Thank you!

Last week, Bank of England Governor Andrew Bailey downplayed the possibility of rate cuts this year, noting the central bank is comfortable leaving interest rates on hold. While inflation is expected to return to its 2% target later than preferred, markets have already tightened the bond yield curve. Soaring energy costs remain a concern, with upcoming price cap increases threatening to push millions of households into fuel poverty. Consequently, officials are maintaining a cautious stance, especially as Bank of England Monetary Policy Committee member policymaker Catherine Mann signalled a readiness to hike rates if price pressures persist. Meanwhile, domestic food price inflation hit a multi-month low as retail competition and promotional activity helped keep shop prices in check...Stocks featured:BAE Systems, St James's Place and EntainTo find out more about the investment management services offered by Walker Crips, please visit our website:https://www.walkercrips.co.uk/This podcast is intended to be Walker Crips Investment Management's own commentary on markets. It is not investment research and should not be construed as an offer or solicitation to buy, sell or trade in any of the investments, sectors or asset classes mentioned. The value of any investment and the income arising from it is not guaranteed and can fall as well as rise, so that you may not get back the amount you originally invested. Past performance is not a reliable indicator of future results. Movements in exchange rates can have an adverse effect on the value, price or income of any non-sterling denominated investment. Nothing in this podcast constitutes advice to undertake a transaction, and if you require professional advice you should contact your financial adviser or your usual contact at Walker Crips. Walker Crips Investment Management Limited is authorised and regulated by the Financial Conduct Authority (FRN: 226344) and is a member of the London Stock Exchange. Hosted on Acast. See acast.com/privacy for more information.

Is OpenAI delaying its IPO, and why has it reportedly discussed giving the US government a 5% stake? In this episode of the Market Maker Podcast, Anthony Cheung and Stephen Barnett break down one of the biggest stories in finance and technology before exploring the latest IPOs shaping global markets. From Bending Spoons' blockbuster listing and Lime's stock market debut to Oman's largest flotation and Wayve's role in the London Stock Exchange's new private markets initiative, we explain what these deals reveal about investing, venture capital, AI and the future of capital markets. Whether you're preparing for investment banking interviews, working in finance, or simply want to understand the biggest business stories of the week, this episode gives you the context behind the headlines in a clear and practical way.(00:00) Coming Up(02:54) OpenAI's 5% US Government Deal(10:06) OpenAI IPO Delay Explained(13:52) Bending Spoons IPO(23:19) Lime IPO Explained(29:28) Oman's Fertilizer IPO(35:22) London's New Private Market

This week Nick talks to Chris McVey. Chris McVey is Deputy Head of Octopus Quoted Companies at Octopus Investments, where he has worked since 2016 and is lead manager of the Octopus UK Multi Cap Income Fund. He has more than 20 years of experience in the UK quoted smaller companies market. Prior to joining Octopus, Chris was a UK small- and mid-cap equity research analyst at Citigroup, and before that spent seven years at Gartmore as an investment manager and analyst, building extensive expertise in UK smaller company investing. Nick and Chris discuss the significant opportunity in the UK small and mid-cap market, where valuations remain near historic lows despite strong underlying company fundamentals. Chris argues that quality growth businesses, particularly on AIM, are trading at substantial discounts to their intrinsic value due to a lack of investor flows rather than operational weakness. He believes the sector is poised for a re-rating as sentiment improves, creating an attractive entry point for long-term investors. Chris's Book Choice: Financial Times Guide to the Financial Markets by Glen ArnoldChris's Music Choice:The Best of Ludovico Einaudi playlistThis content is issued by Zeus Capital Limited (“Zeus”) (Incorporated in England & Wales No. 4417845), which is authorised and regulated in the United Kingdom by the Financial Conduct Authority (“FCA”) for designated investment business, (Reg No. 224621) and is a member firm of the London Stock Exchange. This content is for information purposes only and neither the information contained, nor the opinions expressed within, constitute or are to be construed as an offer or a solicitation of an offer to buy or sell the securities or other instruments mentioned in it. Zeus shall not be liable for any direct or indirect damages, including lost profits arising in any way from the information contained in this material. This material is for the use of intended recipients only.

El Nino is here, if a Super El Nino happens, watch these Funds (plus a 40% off summer code: POD40)Co's Mentioned Today:Ramsdens #RFXProcook #PROCHalford #HFDFunds Mentioned:WisdomTree Cocoa #COCOWisdomTree Agriculture #AGAPWisdomTree Sugar #SUGA***** About The SharePickers Investment Club *****The SharePickers Investment Club employs a unique, systematic method to uncover small, profitable companies on the London Stock Exchange. Each potential investment undergoes comprehensive analysis and is evaluated against 15 crucial financial metrics. This fact-based, quantitative approach allows us to pinpoint high-potential growth businesses and deliver consistent results, bypassing the hype and focusing on the numbers. **** SPECIAL SUMMER 40% OFF CODE*****Only available until July 31st 2026 if you use this codePOD40You will get 40% off £249, which means you get membership for £149. *****MY BOOK *****How to Become a MicroCap Millionaire - A 3 Step Strategy for Stock Market Success Is now on sale here:https://www.sharepickers.com/how-to-become-a-microcap-millionaire-3-step-strategy/!!!IF YOU BUY THE BOOK YOU CAN GET 40% OFF MEMBERSHIP TO THE SHAREPICKERS INVESTMENT CLUB!!!HOW?If you buy a copy of the book, then like it enough to leave a 5 star rating & write a positive review, you can get yearly membership to the SharePickers Investment Club for just £149!!!THIS IS £2.88 WEEK - LESS THAN:HALF A PINT OF BEERA BAG CHIPS FROM THE CHIPPYA BATTERED JUMBO SAUSAGE FROM THE CHIPPYA JUMBO SAVELOY FROM THE CHIPPYHALF THE AMOUNT A PERSON SPENDS ON CHOCOLATE40% CHEAPER THAN A MCDONALDS FILAY-O-FISH43% CHEAPER THAN A BIG MACONE FEEDS YOUR BELLY AND DESTROYS YOUR HEALTH, THE OTHER FEEDS YOU MIND AND IMPROVES YOUR WEALTH—----------------------------------------------------------------------In this podcast I cover the Microcap News to see if they're good enough to be added to the MicroCap League.The UK's first MicroCap League where 100's of small businesses are analysed and scored in relation to their growth, value, health, efficiency, momentum & potential.The companies that score the highest are added to the MicroCap League and possess the best risk / reward profile.—----------------------------------------------------------------------If you regularly listen to this podcast and value its content, it's a free resource, so please consider paying back in kind by giving it a 5 star rating and review. That way more people will find it.Thank you!

Company's Mentioned Today:TinyBuild #TBLDBrave Bison #BBSNLBG Media #LBG***** About The SharePickers Investment Club *****The SharePickers Investment Club employs a unique, systematic method to uncover small, profitable companies on the London Stock Exchange. Each potential investment undergoes comprehensive analysis and is evaluated against 15 crucial financial metrics. This fact-based, quantitative approach allows us to pinpoint high-potential growth businesses and deliver consistent results, bypassing the hype and focusing on the numbers. **** SPECIAL SUMMER 40% OFF CODE*****Only available until July 31st 2026 if you use this codePOD40You will get 40% off £249, which means you get membership for £149. *****MY BOOK *****How to Become a MicroCap Millionaire - A 3 Step Strategy for Stock Market Success Is now on sale here:https://www.sharepickers.com/how-to-become-a-microcap-millionaire-3-step-strategy/!!!IF YOU BUY THE BOOK YOU CAN GET 40% OFF MEMBERSHIP TO THE SHAREPICKERS INVESTMENT CLUB!!!HOW?If you buy a copy of the book, then like it enough to leave a 5 star rating & write a positive review, you can get yearly membership to the SharePickers Investment Club for just £149!!!THIS IS £2.88 WEEK - LESS THAN:HALF A PINT OF BEERA BAG CHIPS FROM THE CHIPPYA BATTERED JUMBO SAUSAGE FROM THE CHIPPYA JUMBO SAVELOY FROM THE CHIPPYHALF THE AMOUNT A PERSON SPENDS ON CHOCOLATE40% CHEAPER THAN A MCDONALDS FILAY-O-FISH43% CHEAPER THAN A BIG MACONE FEEDS YOUR BELLY AND DESTROYS YOUR HEALTH, THE OTHER FEEDS YOU MIND AND IMPROVES YOUR WEALTH—----------------------------------------------------------------------In this podcast I cover the Microcap News to see if they're good enough to be added to the MicroCap League.The UK's first MicroCap League where 100's of small businesses are analysed and scored in relation to their growth, value, health, efficiency, momentum & potential.The companies that score the highest are added to the MicroCap League and possess the best risk / reward profile.—----------------------------------------------------------------------If you regularly listen to this podcast and value its content, it's a free resource, so please consider paying back in kind by giving it a 5 star rating and review. That way more people will find it.Thank you!

In this episode, we analyse Flutter Entertainment's decision to delist from the London Stock Exchange and its implications for the UK and US markets. We explore the strategic shifts, investor reactions, and broader industry impacts, providing insights into the evolving landscape of global gambling.Key TopicsFlutter's delisting from LSE and move to NYSEImpact on UK economy and gambling sectorUS market strategy and investor influenceBroader industry implications and regulatory environmentShareholder changes and investor sentimentHost: Charlie HornerGuests: Ted Menmuir & Ted Orme-ClayeProducer: Anaya McDonaldEditor: Anaya McDonaldLearn how Optimove's Positionless Marketing is changing how iGaming teams operate. Discover how operators are using Optimove's Positionless Marketing Platform to launch personalised CRM campaigns, dynamically change casino lobbies and bet slips, and create engaging gamified experiences. Learn more at optimove.com.Finally, remember to check out Optimove at https://hubs.la/Q02gLC5L0 or go to Optimove.com/sbc to get your first month free when buying the industry's leading customer-loyalty service. 

This week Nick talks to Alk BrandAlk Brand is a global agribusiness leader and the Chief Executive Officer of Wynnstay Group PLC, one of the UK's leading agricultural supplies businesses. With more than two decades of executive leadership experience, he has led major food, agriculture, and supply chain organisations across five continents, including serving as Global CEO of Westfalia Fruit and Hans Merensky Holdings, Managing Director of Richardson Milling, and CEO of Pioneer Foods UK. Nick and Alk discuss Alk Brand's lifelong connection to agriculture, from growing up on a farm in South Africa to leading major global agribusinesses and becoming CEO of Wynnstay Group. The conversation explores Wynnstay's role in supporting UK food security through its feed, arable, grain trading, and retail operations, as well as the company's growth strategy, investment priorities, and transformation programme, Project Genesis. They discuss the resilience of British farmers, the importance of rural communities, sustainability, innovation, logistics, and technology in modern agriculture, alongside the opportunities for expansion through organic growth and acquisitions. Alk also shares his leadership philosophy, his optimism for the future of UK agriculture, and his belief that Wynnstay can continue to grow by becoming an increasingly integrated and valuable partner to farmers across the UK. Book Choice The Goal by Eliyahu M GoldrattMusic ChoiceAmazing Grace by Aretha Franklin This content is issued by Zeus Capital Limited (“Zeus”) (Incorporated in England & Wales No. 4417845), which is authorised and regulated in the United Kingdom by the Financial Conduct Authority (“FCA”) for designated investment business, (Reg No. 224621) and is a member firm of the London Stock Exchange. This content is for information purposes only and neither the information contained, nor the opinions expressed within, constitute or are to be construed as an offer or a solicitation of an offer to buy or sell the securities or other instruments mentioned in it. Zeus shall not be liable for any direct or indirect damages, including lost profits arising in any way from the information contained in this material. This material is for the use of intended recipients only.

SpaceX - 5 Ways it will Impact the Market Negatively***** About The SharePickers Investment Club *****The SharePickers Investment Club employs a unique, systematic method to uncover small, profitable companies on the London Stock Exchange. Each potential investment undergoes comprehensive analysis and is evaluated against 15 crucial financial metrics. This fact-based, quantitative approach allows us to pinpoint high-potential growth businesses and deliver consistent results, bypassing the hype and focusing on the numbers. *****MY BOOK *****How to Become a MicroCap Millionaire - A 3 Step Strategy for Stock Market Success Is now on sale here:https://www.sharepickers.com/how-to-become-a-microcap-millionaire-3-step-strategy/!!!IF YOU BUY THE BOOK YOU CAN GET 40% OFF MEMBERSHIP TO THE SHAREPICKERS INVESTMENT CLUB!!!HOW?If you buy a copy of the book, then like it enough to leave a 5 star rating & write a positive review, you can get yearly membership to the SharePickers Investment Club for just £149!!!THIS IS £2.88 WEEK - LESS THAN:HALF A PINT OF BEERA BAG CHIPS FROM THE CHIPPYA BATTERED JUMBO SAUSAGE FROM THE CHIPPYA JUMBO SAVELOY FROM THE CHIPPYHALF THE AMOUNT A PERSON SPENDS ON CHOCOLATE40% CHEAPER THAN A MCDONALDS FILAY-O-FISH43% CHEAPER THAN A BIG MACONE FEEDS YOUR BELLY AND DESTROYS YOUR HEALTH, THE OTHER FEEDS YOU MIND AND IMPROVES YOUR WEALTH—----------------------------------------------------------------------In this podcast I cover the Microcap News to see if they're good enough to be added to the MicroCap League.The UK's first MicroCap League where 100's of small businesses are analysed and scored in relation to their growth, value, health, efficiency, momentum & potential.The companies that score the highest are added to the MicroCap League and possess the best risk / reward profile.—----------------------------------------------------------------------If you regularly listen to this podcast and value its content, it's a free resource, so please consider paying back in kind by giving it a 5 star rating and review. That way more people will find it.Thank you!

This episode features Dame Julia Hoggett, CEO, London Stock Exchange, in conversation with Jo Miyake, Head of Banking, Asia and Middle East, HSBC. Together they explore how London is evolving its capital markets proposition – from international connectivity with Asia, to building a funding continuum that supports companies from private growth through to public markets.Watch or listen to find out more.This episode was recorded on the sidelines of the HSBC Global Investment Summit 2026 in Hong Kong. Find out more https://www.business.hsbc.com/en-gb/campaigns/global-investment-summitDisclaimer: Views of external guest speakers do not represent those of HSBC.

When is a Market Sell Off Likely to Happen? When Most Least Expect ItThe US markets at an all time high. This is not a bearish indicator in itself, quite the opposite but there are 5 red flags worth paying to. I am covering these on my weekly webinar for my investment club. I have covered 3 of the 5 so far and here they are…Co's Mentioned Today:Iofina #IOFRamsdens #RFXS4 Capital #SFORVenture Life Group #VLG***** About The SharePickers Investment Club *****The SharePickers Investment Club employs a unique, systematic method to uncover small, profitable companies on the London Stock Exchange. Each potential investment undergoes comprehensive analysis and is evaluated against 15 crucial financial metrics. This fact-based, quantitative approach allows us to pinpoint high-potential growth businesses and deliver consistent results, bypassing the hype and focusing on the numbers. *****MY BOOK *****How to Become a MicroCap Millionaire - A 3 Step Strategy for Stock Market Success Is now on sale here:https://www.sharepickers.com/how-to-become-a-microcap-millionaire-3-step-strategy/!!!IF YOU BUY THE BOOK YOU CAN GET 40% OFF MEMBERSHIP TO THE SHAREPICKERS INVESTMENT CLUB!!!HOW?If you buy a copy of the book, then like it enough to leave a 5 star rating & write a positive review, you can get yearly membership to the SharePickers Investment Club for just £149!!!THIS IS £2.88 WEEK - LESS THAN:HALF A PINT OF BEERA BAG CHIPS FROM THE CHIPPYA BATTERED JUMBO SAUSAGE FROM THE CHIPPYA JUMBO SAVELOY FROM THE CHIPPYHALF THE AMOUNT A PERSON SPENDS ON CHOCOLATE40% CHEAPER THAN A MCDONALDS FILAY-O-FISH43% CHEAPER THAN A BIG MACONE FEEDS YOUR BELLY AND DESTROYS YOUR HEALTH, THE OTHER FEEDS YOU MIND AND IMPROVES YOUR WEALTH—----------------------------------------------------------------------In this podcast I cover the Microcap News to see if they're good enough to be added to the MicroCap League.The UK's first MicroCap League where 100's of small businesses are analysed and scored in relation to their growth, value, health, efficiency, momentum & potential.The companies that score the highest are added to the MicroCap League and possess the best risk / reward profile.—----------------------------------------------------------------------If you regularly listen to this podcast and value its content, it's a free resource, so please consider paying back in kind by giving it a 5 star rating and review. That way more people will find it.Thank you!

In this special episode, Adam turns the tables and shares his own story - recorded as a guest on the Tom Talks podcast, hosted by Tom, who lost his brother Liam to suicide in 2015 and built his show around stories of overcoming adversity. It's one of the most personal and in-depth interviews Adam has done. He opens up about the moments that shaped him: going from an affluent childhood and private school to living in the back of a transport café after his dad lost everything; leaving school with a single GCSE and a "U" in everything else; and how being written off academically lit a fire that drove him to build businesses generating over £100 million in sales and earn three consecutive London Stock Exchange recognitions. Along the way, Adam gets practical - breaking down the four stages of business (startup, growth, scale, exit), why people fail by applying "scale strategies" too early, and how relationship capital and simply having more conversations changed everything. He also reflects candidly on the £1 million it cost him to close a business at 31, the relief that came with closure, and why self-belief - and sometimes the right words from the right person - matter most when you're at rock bottom. A raw, honest conversation about resilience, mindset, and the belief that life happens for you, not to you. In this episode: Why early adversity became the source of Adam's drive Finding your strengths when school says you're "no good" The four stages of business and the strategy mistakes that stall growth Relationship capital: why business is "mathematical, not magical" What it really feels like to lose £1M - and bounce back Advice for anyone facing exams, setbacks, or starting over If you get value from this episode, please leave a five-star review and share it - it's the best way to help us reach and support more business owners.

This week Nick talks to Dr Zaid Al-fagihZaid is Founder and CEO of Rhazes AI, an award-winning AI-powered virtual assistant designed to transform clinical workflows. Drawing on his experience as an NHS doctor and humanitarian first responder, he founded Rhazes AI to help clinicians improve productivity, reduce errors and burnout, and strengthen patient care. A graduate of Imperial College London and the University of Oxford, Dr Al-Fagih combines expertise in medicine, policy, and AI, and has published research on the application of emerging technologies in healthcare.  Nick and Zaid discuss Zaid's journey from NHS doctor to founding Rhazes AI, an AI-powered clinical assistant designed to reduce administrative burdens, improve diagnostic support, and give doctors more time with patients. They explore the challenges facing modern healthcare, including clinician burnout, inefficient workflows, regulatory barriers, and slow technology adoption, while examining how AI can transform healthcare delivery without replacing human judgement. The conversation also covers entrepreneurship, fundraising, healthcare innovation in the UK versus the US and Gulf region, and Zaid's vision for a future where AI acts as a trusted co-pilot for clinicians, making medicine both more efficient and more human. Zaid's Book Choices David Copperfield by Charles DickensGuns, Germs and Steel by Jared Diamond Zaid's Music Choicesal nahr al khalid - eternal river (m. abd al wahhab) Don't Worry be Happy by Bobby McFerrinThis content is issued by Zeus Capital Limited (“Zeus”) (Incorporated in England & Wales No. 4417845), which is authorised and regulated in the United Kingdom by the Financial Conduct Authority (“FCA”) for designated investment business, (Reg No. 224621) and is a member firm of the London Stock Exchange. This content is for information purposes only and neither the information contained, nor the opinions expressed within, constitute or are to be construed as an offer or a solicitation of an offer to buy or sell the securities or other instruments mentioned in it. Zeus shall not be liable for any direct or indirect damages, including lost profits arising in any way from the information contained in this material. This material is for the use of intended recipients only.

rWotD Episode 3314: Flybe (1979–2020) Welcome to random Wiki of the Day, your journey through Wikipedia's vast and varied content, one random article at a time.The random article for Sunday, 31 May 2026, is Flybe (1979–2020).Flybe (pronounced ), styled as flybe, was a British airline based in Exeter, England. Launched in 1979 as Jersey European Airways, and renamed Flybe in 2002, at various points it was the largest independent regional airline in Europe, and provided more than half of the UK domestic flights outside of London.Jersey European Airways (JEA) was formed in 1979 after the merger of Intra Airways and Express Air Services. In 1983, JEA was sold to Walkersteel, which also owned Spacegrand Aviation; the two airlines were merged under the Jersey European name during 1985. The airline experienced significant growth during the 1990s. It was renamed British European in 2000 and Flybe in 2002. On 3 November 2006, it was announced that Flybe was in the process of purchasing BA Connect. With the sale, the airline became the largest regional airline in Europe. On 10 December 2010, the company was floated in an initial public offering on the London Stock Exchange.In February 2019, the airline was sold to the Connect Airways consortium, backed by Virgin Atlantic and Stobart Aviation. Connect Airways intended Flybe and Stobart Air to then rebrand as Virgin Connect, although they would have retained their own air operator certificates. On 5 March 2020, Flybe filed for administration and ceased operations. The airline, which had been struggling for several months, claimed that its difficulties were compounded by the impact of the COVID-19 pandemic on bookings.In October 2020, Thyme Opco, a company linked to former shareholder Cyrus Capital, agreed with the administrators to purchase the Flybe brand and relaunch the airline in 2021, subject to regulatory approvals. In April 2021, the new company renamed itself Flybe Limited, obtained an operating licence, route licences, and airport slots; the first flight took place on 13 April 2022. The relaunched airline ceased trading on 28 January 2023.This recording reflects the Wikipedia text as of 00:52 UTC on Sunday, 31 May 2026.For the full current version of the article, see Flybe (1979–2020) on Wikipedia.This podcast uses content from Wikipedia under the Creative Commons Attribution-ShareAlike License.Visit our archives at wikioftheday.com and subscribe to stay updated on new episodes.Follow us on Bluesky at @wikioftheday.com.Also check out Curmudgeon's Corner, a current events podcast.Until next time, I'm standard Russell.

Interview recorded - 12th of May, 2026On this episode of the WTFinance podcast I had the pleasure of welcoming back Alasdair Macleod. Alasdair Macleod has over decades of experience in financial markets, with a focus on monetary history, systemic risk, and the enduring role of gold. He is one of the most respected voices on sound money and wealth preservation.During our conversation we spoke about the Middle East conflict, shifting world order, neutralising the US military, Petroyuan, precious metals future and more. I hope you enjoy!0:00 - Introduction1:50 - Middle East conflict7:43 - Neutralising US military10:40 - Taiwan14:32 - Multipolar world?19:00 - Saudi Arabia vs Iran24:34 - Petroyuan28:57 - China fixed currency32:04 - Precious metals prices37:10 - Liquidating gold39:23 - Comex defaults42:20 - One message to takeaway?Alasdair Macleod is is an educator and advocates for sound money through demystifying finance and economics. His background includes being a stockbroker, banker, and economist.Alasdair Macleod started his career as a stockbroker in 1970 on the London Stock Exchange. Within nine years, he had risen to become senior partner of his firm.Subsequently, he held positions at the director level in investment management and worked as a mutual fund manager. Mr. Macleod also worked at a bank in Guernsey as an executive director.For most of his 40 years in the finance industry, he has been demystifying macroeconomic events for his investing clients. The accumulation of this experience has convinced him that unsound monetary policies are the most destructive weapon governments use against the common man. Accordingly, his mission is to educate and inform the public in layman's terms what governments do with money and how to protect themselves from the consequences.Alasdair Macleod - Substack - https://alasdairmacleod.substack.com/Twitter - https://twitter.com/MacleodFinanceLinkedIn - https://www.linkedin.com/in/alasdair-macleod-9494b27/WTFinance -Instagram - https://www.instagram.com/wtfinancee/Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfniTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4Twitter - https://twitter.com/AnthonyFatseas

Is a Financial Crisis the Only Event That'll Stop Labour Spending?Greggs #GRG On The Beach #OTB Seeing Machines #SEE ***** About The SharePickers Investment Club *****The SharePickers Investment Club employs a unique, systematic method to uncover small, profitable companies on the London Stock Exchange. Each potential investment undergoes comprehensive analysis and is evaluated against 15 crucial financial metrics. This fact-based, quantitative approach allows us to pinpoint high-potential growth businesses and deliver consistent results, bypassing the hype and focusing on the numbers. *****MY BOOK *****How to Become a MicroCap Millionaire - A 3 Step Strategy for Stock Market Success Is now on sale here:https://www.sharepickers.com/how-to-become-a-microcap-millionaire-3-step-strategy/!!!IF YOU BUY THE BOOK YOU CAN GET 40% OFF MEMBERSHIP TO THE SHAREPICKERS INVESTMENT CLUB!!!HOW?If you buy a copy of the book, then like it enough to leave a 5 star rating & write a positive review, you can get yearly membership to the SharePickers Investment Club for just £149!!!THIS IS £2.88 WEEK - LESS THAN:HALF A PINT OF BEERA BAG CHIPS FROM THE CHIPPYA BATTERED JUMBO SAUSAGE FROM THE CHIPPYA JUMBO SAVELOY FROM THE CHIPPYHALF THE AMOUNT A PERSON SPENDS ON CHOCOLATE40% CHEAPER THAN A MCDONALDS FILAY-O-FISH43% CHEAPER THAN A BIG MACONE FEEDS YOUR BELLY AND DESTROYS YOUR HEALTH, THE OTHER FEEDS YOU MIND AND IMPROVES YOUR WEALTH—----------------------------------------------------------------------In this podcast I cover the Microcap News to see if they're good enough to be added to the MicroCap League.The UK's first MicroCap League where 100's of small businesses are analysed and scored in relation to their growth, value, health, efficiency, momentum & potential.The companies that score the highest are added to the MicroCap League and possess the best risk / reward profile.—----------------------------------------------------------------------If you regularly listen to this podcast and value its content, it's a free resource, so please consider paying back in kind by giving it a 5 star rating and review. That way more people will find it.Thank you!

Eben Upton, founder and chief executive of Raspberry Pi, joins the Big Boss Interview to discuss artificial intelligence, British manufacturing, semiconductors and why he believes there is a growing tendency to overestimate what AI tools can currently do. AI tools are “genuinely incredible”, Upton says, and he uses them regularly himself. But he warns against assuming they remove the need for human judgment, engineering skill or technical understanding. His concern is that the current enthusiasm around AI risks creating the impression that deep technical understanding is becoming less important, when in reality the opposite may be true. Raspberry Pi itself was originally created to reverse collapsing computer science applications at Cambridge University by giving children affordable programmable computers that could encourage them to “accidentally slide into engineering”. Upton's message to young people is simple: “do more maths”. Despite advances in AI, he argues the world will need more engineers, not fewer, and describes engineering as “the most incredible job” where “they pay you money to mess about”. He also reflects on the persistence required to build successful companies, revealing that during Raspberry Pi's early years he repeatedly drifted towards other ideas before family members — particularly his wife and co-founder — pushed him back towards the business that would ultimately become one of Britain's biggest technology success stories. The interview also explores the future of British manufacturing and industrial policy. Upton argues that high energy prices are now the single biggest threat to manufacturing in the UK. Raspberry Pi designs its computers in Cambridge, builds them in Bridgend, South Wales, and carries out plastics moulding in Dudley — operations that rely heavily on automated production and energy-intensive manufacturing.Britain, he warns, risks “quietly electing to move manufacturing and heavy industry out of your country” without properly accounting for the embedded carbon emissions in imported goods. The deeper issue, in his view, is political. Upton describes Britain as suffering from a “distributed failure of will” — an inability to sustain long-term decisions across successive governments. He points to decades of indecision over Heathrow's third runway and repeated delays to nuclear power projects as examples of a country that struggles to commit to major infrastructure over time, despite possessing world-class engineering and industrial capability. The conversation also examines Raspberry Pi's decision to list on the London Stock Exchange rather than in New York. The company floated in June 2024 at a valuation of £542 million and has since grown to more than £1.3 billion. Upton reveals he initially expected to favour a US listing, but meetings with American investors changed his mind. They argued the perceived valuation premium in New York was largely a “cohort effect” and warned that a business of Raspberry Pi's size risked disappearing into the “noise floor” of the US market. Geopolitics also looms large over the semiconductor industry. Raspberry Pi's chips are manufactured by TSMC in Taiwan, and Upton acknowledges the strategic risk posed by tensions around the island. However, he argues the United States cannot realistically allow access to Taiwanese semiconductor manufacturing to disappear, because advanced chipmaking now underpins not only the global economy but the AI revolution itself. Presenter: Fliss Hannah Producer: Olie D'Albertanson Editor: Henry Jones 02:10 What is Raspberry Pi? 03:25 The decline in computer science students 04:56 AI and overestimating these tools 06:26 Startup intensity and pacing yourself 08:08 Listing on the London Stock Exchange 09:21 Luck and serendipity in business 10:23 UK optimism and industrial strength 12:32 Energy costs and manufacturing 15:03 UK infrastructure and political will 18:59 The IPO journey and the multiples gap myth 26:14 Industrial & embedded growth 30:00 Taiwan, TSMC, and geopolitical risk 32:38 Agentic AI and the reality vs the hype 36:57 Advice for young people and the case for mathsPresenter: Felicity Hannah Producer: Olie D'Albertanson Editor: Henry Jones

Meridian Mining began trading on the London Stock Exchange this month and is targeting inclusion in the FTSE All-Share index at the next rebalancing. CEO Gilbert Clark was interviewed by Mining Stock Daily about the move to the LSE, as well as updates on the company's flagship Cabaçal gold-copper project in Mato Grosso, Brazil. A definitive feasibility study is expected for the project by the end of the year.

The Enlightened Family Business Podcast Ep. 159: The Story Only Your Family Can Tell with Roy Moëd & Yvette Conn   In this episode of the Enlightened Family Business Podcast, host Chris Yonker sits down with Roy Moëd and Yvette Conn, co-founders of Lifebook Memoirs, for a rich conversation about why documenting the stories of family business founders may be one of the most underutilized tools in the entire legacy planning space. Roy's journey into this work began with a deeply personal moment — repeatedly shutting down his blind father's stories until it was almost too late — and evolved into a global enterprise that has now chronicled over 20,000 lives across the world. Yvette, with her background in financial markets and business commentary, brings the lens of the family enterprise: how the unrecorded stories of founders get distorted over generations, how family myths quietly become sources of division, and how a book chronicling the origin of a family business can give an entire management team a living framework of values to build on. Together, they explore why so many people believe their story isn't worth telling, what it actually looks like to capture a 100-year-old family business history, the surprising emotional and relational benefits that emerge when stories are finally put to paper, and why a book — not a video — remains the most powerful medium for preserving a family's truth. This is a quietly profound episode for any family business leader who has ever wondered whether the story of how it all began still matters. Episode Chapters ·       5:28   Meet Roy Moëd and Yvette Conn ·       6:07   The Genesis: A Blind Father and a Secretary Who Listened ·       9:34   From Memoir to Family Business Stories — How Lifebook Evolved ·       11:07  Who Am I to Have My Story Written? The Self-Worth Question ·       13:00  The Aha Moment: Why Every Story Is Worth Telling ·       17:42  The Value to the Reader — Not Just the Subject ·       19:00  How Founders' Stories Give the Next Gen Permission to Try and Permission to Fail ·       20:40  Passing On Values, Not Just Value ·       22:08  When the Family Story Gets Distorted — and Why It Causes Division ·       24:46  Capturing Stories of Founders Who Are No Longer Alive ·       27:21  You Can't Ensure Your Memory, But You Can Ensure Your Memories ·       30:42  How This Work Has Enriched Their Own Lives ·       37:11  What Families Ask: How Much Time Does This Actually Take? ·       39:46  Using the Book Project as a Legacy Role for a Retiring Founder ·       42:39  Why a Book Beats a Video ·       43:40  Resources and Farewell   Websites ·       lifebookmemoirs.com ·       chrisyonker.com   About Roy Moëd Roy Moëd is the co-founder of LifeBook Memoirs, which he launched in 2010 alongside his wife Yvette following extensive research at the Toronto Brain Health Institute. The company officially launched in October 2011 and secured venture capital funding in 2012. Today, over 20,000 people worldwide own a LifeBook. Roy's entrepreneurial journey began in 1978 with the founding of Pourshins Limited, which he built — starting with just £4,800 — into an international enterprise employing over 600 staff across four factories in four countries. He later re-engineered the company into a global virtual logistics and BPO provider before selling it to gategroup in 2007. Beyond business, Roy is a passionate philanthropist and advocate: he founded a polo club in Windsor, participated in the London to Sydney air race to raise money for charity, volunteered with Crisis at Christmas, and assisted with refugee relocation efforts at the Polish-Ukrainian border. He has been an active YPO member since 1991 and is deeply involved in the Parenting Community, creating forums and events focused on ageing parents. About Yvette Conn Yvette Conn co-founded LifeBook Memoirs in 2011 after a distinguished career in financial markets. After earning her Economics degree from the University of Bath, she entered the City of London — then still heavily male-dominated — and rose through the ranks at Laurie Milbank and later Investec, becoming one of the first female partners in the City and a member of the London Stock Exchange. Today, alongside her role at LifeBook, she leads the company's prestigious OPUS Division, which works with individuals, families, and founders to capture their life journeys and preserve their legacies for future generations. Yvette's rare combination of financial rigour and emotional intelligence allows her to guide clients through the storytelling process with warmth, discretion, and authenticity. As she puts it: "While a balance sheet tells you what a family owns, a story tells you who they are."

Don't Let the Markets Convince You We Are Not in a Precarious SituationCo's Mentioned Today:Iofina #IOFEnsilica #ENSIXeros Technologies #XSG ***** About The SharePickers Investment Club *****The SharePickers Investment Club employs a unique, systematic method to uncover small, profitable companies on the London Stock Exchange. Each potential investment undergoes comprehensive analysis and is evaluated against 15 crucial financial metrics. This fact-based, quantitative approach allows us to pinpoint high-potential growth businesses and deliver consistent results, bypassing the hype and focusing on the numbers. *****MY BOOK *****How to Become a MicroCap Millionaire - A 3 Step Strategy for Stock Market Success Is now on sale here:https://www.sharepickers.com/how-to-become-a-microcap-millionaire-3-step-strategy/!!!IF YOU BUY THE BOOK YOU CAN GET 40% OFF MEMBERSHIP TO THE SHAREPICKERS INVESTMENT CLUB!!!HOW?If you buy a copy of the book, then like it enough to leave a 5 star rating & write a positive review, you can get yearly membership to the SharePickers Investment Club for just £149!!!THIS IS £2.88 WEEK - LESS THAN:HALF A PINT OF BEERA BAG CHIPS FROM THE CHIPPYA BATTERED JUMBO SAUSAGE FROM THE CHIPPYA JUMBO SAVELOY FROM THE CHIPPYHALF THE AMOUNT A PERSON SPENDS ON CHOCOLATE40% CHEAPER THAN A MCDONALDS FILAY-O-FISH43% CHEAPER THAN A BIG MACONE FEEDS YOUR BELLY AND DESTROYS YOUR HEALTH, THE OTHER FEEDS YOU MIND AND IMPROVES YOUR WEALTH—----------------------------------------------------------------------In this podcast I cover the Microcap News to see if they're good enough to be added to the MicroCap League.The UK's first MicroCap League where 100's of small businesses are analysed and scored in relation to their growth, value, health, efficiency, momentum & potential.The companies that score the highest are added to the MicroCap League and possess the best risk / reward profile.—----------------------------------------------------------------------If you regularly listen to this podcast and value its content, it's a free resource, so please consider paying back in kind by giving it a 5 star rating and review. That way more people will find it.Thank you!

Tina Fordham is a Geostrategist, Author and Advisor to board and C-Suite leaders on a mission to transform how leaders navigate the changing global environment. Her signature theses on the Geopolitics Supercycle, PQ (Political Quotient) and Vox Populi Risk have entered the popular lexicon, while the tools developed by Fordham Global Foresight have demonstrated how geopolitics can be integrated into business strategy.  Fordham was Wall Street's original Chief Global Political Analyst, spending 17 years at Citigroup. She created Eurasia Group's financial markets research business; was appointed to the United Nations' first HighLevel Panel on Women's Economic Empowerment; and has served as a Senior Advisor to the U.K. Prime Minister and 2-and 3-star Generals.  Tina is a member of the International Advisory Boards of Columbia University's School of International and Public Affairs, her alma mater, and Cambridge University's Centre for Geopolitics. She hosts "The Navigator", produced in collaboration with the London Stock Exchange, and is a frequent guest on CNN, CNBC and Bloomberg.  Her forthcoming book, Mad World: A Geostrategy Survival Guide for Business Leaders, will be published in July 2026 by Whitefox. In this podcast, we discuss: The Geopolitics Super Cycle The 1973-Scale Oil Shock Europe's "Barely Controlled Panic" The 2026 Greenland Maneuver Venezuela and the Iran "Jujitsu" Move China's "Silent" Advantage The Rise of Middle Powers Raising Your "PQ" (Political Quotient)  You can follow Tina's work on X, LinkedIn, and the Fordham Global Foresight website. You can also contact Tina here,  

Maple Gold Mines has released an updated mineral resource estimate for the Douay/Joutel gold project in Quebec. Americas Gold and Silver has provided an update on the capital projects underway at the Galena Complex in Idaho's Silver Valley. Meridian Mining has announced an application for listing on the Main Market of the London Stock Exchange. New drill results from GreenLight Metals. Heliostar Metals closes its Goldstrike project. This episode of Mining Stock Daily is brought to you by... Revival Gold is one of the largest pure gold mine developer operating in the United States. The Company is advancing the Mercur Gold Project in Utah and mine permitting preparations and ongoing exploration at the Beartrack-Arnett Gold Project located in Idaho. Revival Gold is listed on the TSX Venture Exchange under the ticker symbol “RVG” and trades on the OTCQX Market under the ticker symbol “RVLGF”. Learn more about the company at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠revival-dash-gold.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Vizsla Silver is focused on becoming one of the world's largest single-asset silver producers through the exploration and development of the 100% owned Panuco-Copala silver-gold district in Sinaloa, Mexico. The company consolidated this historic district in 2019 and has now completed over 325,000 meters of drilling. The company has the world's largest, undeveloped high-grade silver resource. Learn more at⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠https://vizslasilvercorp.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Equinox has recently completed the business combination with Calibre Mining to create an Americas-focused diversified gold producer with a portfolio of mines in five countries, anchored by two high-profile, long-life Canadian gold mines, Greenstone and Valentine. Learn more about the business and its operations at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠equinoxgold.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Integra Resources is a growing precious metals producer in the Great Basin of the Western United States. Integra is focused on demonstrating profitability and operational excellence at its principal operating asset, the Florida Canyon Mine, located in Nevada. In addition, Integra is committed to advancing its flagship development-stage heap leach projects: the past producing DeLamar Project located in southwestern Idaho, and the Nevada North Project located in western Nevada. Learn more about the business and their high industry standards over at integraresources.com

Tokenizing an asset doesn't automatically make it liquid. After 14 years at the London Stock Exchange, KuCoin EU's Managing Director Sabina Liu has a reality check for crypto's RWA hype cycle.Sabina joins Alexander Richardson at Paris Blockchain Week 2026 to talk through what she actually saw in digital assets that TradFi missed, where tokenization genuinely solves a problem (and where it doesn't), how MiCA has reshaped Europe's exchange landscape, and why KuCoin EU runs as a broker — not an order book — under the new regulation.We cover:- Why tokenization alone doesn't create liquidity or demand- What TradFi still does really well — and why not everything needs to be on-chain- How MiCA has reshaped the European exchange playbook- Why KuCoin EU operates as a broker, not an exchange- France's role in Europe's institutional crypto landscape- Where the real bridge between TradFi and digital assets gets builtFilmed at Paris Blockchain Week 2026.Host: Alexander Richardson

***** About The SharePickers Investment Club *****The SharePickers Investment Club employs a unique, systematic method to uncover small, profitable companies on the London Stock Exchange. Each potential investment undergoes comprehensive analysis and is evaluated against 15 crucial financial metrics. This fact-based, quantitative approach allows us to pinpoint high-potential growth businesses and deliver consistent results, bypassing the hype and focusing on the numbers. *****MY BOOK *****How to Become a MicroCap Millionaire - A 3 Step Strategy for Stock Market Success Is now on sale here:https://www.sharepickers.com/how-to-become-a-microcap-millionaire-3-step-strategy/!!!IF YOU BUY THE BOOK YOU CAN GET 40% OFF MEMBERSHIP TO THE SHAREPICKERS INVESTMENT CLUB!!!HOW?If you buy a copy of the book, then like it enough to leave a 5 star rating & write a positive review, you can get yearly membership to the SharePickers Investment Club for just £149!!!THIS IS £2.88 WEEK - LESS THAN:HALF A PINT OF BEERA BAG CHIPS FROM THE CHIPPYA BATTERED JUMBO SAUSAGE FROM THE CHIPPYA JUMBO SAVELOY FROM THE CHIPPYHALF THE AMOUNT A PERSON SPENDS ON CHOCOLATE40% CHEAPER THAN A MCDONALDS FILAY-O-FISH43% CHEAPER THAN A BIG MACONE FEEDS YOUR BELLY AND DESTROYS YOUR HEALTH, THE OTHER FEEDS YOU MIND AND IMPROVES YOUR WEALTH—----------------------------------------------------------------------In this podcast I cover the Microcap News to see if they're good enough to be added to the MicroCap League.The UK's first MicroCap League where 100's of small businesses are analysed and scored in relation to their growth, value, health, efficiency, momentum & potential.The companies that score the highest are added to the MicroCap League and possess the best risk / reward profile.—----------------------------------------------------------------------If you regularly listen to this podcast and value its content, it's a free resource, so please consider paying back in kind by giving it a 5 star rating and review. That way more people will find it.Thank you!

Andrew Webley is back for episode three. Since we last spoke in July, Smarter Web Company has achieved its London Stock Exchange main market listing, entered the FTSE All Share and FTSE Small Cap indices, grown its Bitcoin stack to nearly 2,700 BTC, and completed an acquisition that has grown revenue by roughly 10x. Not bad for a bear market.Jordan sits back down with Andrew to find out what's next, what Saylor told him at Strategy World, why he believes a Bitcoin treasury company will one day be the biggest company in the UK, and what a UK income equity product could look like.

In this episode from 2024, Alex speaks with Bryce Tingle about corporations, how these unique legal entities are governed, how changes we have made to corporate governance has discouraged companies from joining Canada's public markets, and how the decline in our public market is hurting Canadians. 

 Episode Notes: 1. Bryce's article “Returning Markets To The Centre Of Corporate Law” https://jcl.law.uiowa.edu/sites/jcl.law.uiowa.edu/files/2023-09/Tingle_Final.pdf  2. Bryce's profile at UofCalgary https://profiles.ucalgary.ca/bryce-tingle  3. Jensen and Meckley's “The Theory Of The Firm” https://www.sfu.ca/~wainwrig/Econ400/jensen-meckling.pdf  4. Introduction to Douglass North's theory of Institutions: https://link.springer.com/article/10.1007/s40803-016-0028-8  5. Summary of Montesquieu's “Doux Commerce” https://en.wikipedia.org/wiki/Doux_commerce  6. Mill on Trade As a Social Act: https://www.utilitarianism.com/ol/five.html  7. The Voltaire quote referenced regarding the London Stock Exchange: https://www.goodreads.com/quotes/7351337-go-into-the-london-stock-exchange-a-more-respectable