The Moses and Methuselah Podcast

Are all politicians economical with the truth? 30.06.2021 37:49 ↓

Jonathan and Peter explore the landscape of how politicians leverage "truth" in politics today..

The bicentenary of Napoleon Bonaparte’s death. Was he a hero or a villain? 08.06.2021 31:22 ↓

Peter and Jonathan bring new angles and elements to this discussion of a fascinating historical figure.

A new, post-pandemic consensus in financial markets” Is it right or wrong? 13.05.2021 32:44 ↓

Jonathan and Peter discuss the markets post pandemic..

Film Review "The Post" (and the role of the media) 28.04.2021 32:21 ↓

Jonathan and Peter consider the implications of this statement in the context of the film and the wider world: “ The press is to serve the governed, not the governors ” (US Supreme Court).

Film Review: "The Lives of Others" 31.03.2021 27:31 ↓

Jonathan and Peter discuss the “The Lives of Others” (Das Leben der Anderen), the Oscar winning film by Florian Henckel von Donnersmarck.

Author's Review of 'Our Shrunken World' by Otto von Habsburg 10.03.2021 37:22 ↓

Jonathan and Peter discuss the ongoing relevance of this work as pertains to Europe and the wider issues playing out today.

Author’s Review of ‘Civilisation’ by Kenneth Clark 24.02.2021 31:55 ↓

Jonathan and Peter dive deep into this seminal work.

The Rotation Phenomenon: How This Is Manifesting in the Markets 10.02.2021 40:38 ↓

A look at how events in the USA since November have catalysed a style rotation in the markets worldwide.

Once Upon A Brexit 27.01.2021 33:39 ↓

Jonathan and Peter discuss the earliest days of a post Brexit New Year and how this might impact both sides… A balanced and thoughtful discussion looking at different perspectives.

Episode 15: Cornering in on Investment Trusts 20.07.2020 32:56 ↓

How prices can diverge from value How many operators were wrong-footed Expect the unexpected

Episode 14: Long-term stock market returns 05.07.2020 37:04 ↓

The best The worst Why

Episode 13: Reflections on 20th century Europe 27.06.2020 42:54 ↓

Origins of World War 1 Aftermath of Word War 2

Episode 12: Value Investing 21.06.2020 32:44 ↓

Different interpretations of value investing. Will value investing come back into fashion?

Episode 11: Alice in Wonderland 13.06.2020 29:30 ↓

Who is right? The media, the economy or the stock markets? As lockdowns are relaxed, consumers resume spending...

Episode 10: US social unrest and an improving US economy 06.06.2020 28:19 ↓

- Violence in the streets has no effect on financial markets. How come? - Massive new jobs unexpectedly created in US.

Episode 09: Part 2: Remember Brexit? 31.05.2020 20:09 ↓

It looks like no deal...

Episode 09: Part 1: Onwards and upwards? 31.05.2020 22:30 ↓

Sentiment change in the markets Fear of missing out

Episode 08: Why is the Dollar So Strong, Inching Towards Ever Closer Union Within The EU 23.05.2020 27:26 ↓

Safe haven status International liquidity squeeze Franco-German recovery fund Frugal Four Fighback

Episode 07: Stock market update and Negative Interest Rates 16.05.2020 28:15 ↓

A dead cat bounce A new bull market The risk of negative interest rates

Episode 06: Inflation or Deflation? 10.05.2020 25:31 ↓

Interest rates to stay lower for longer Conventional monetary policy ineffective The supply demand struggle

Episode 05: "Shell’s Dividend Cut and Corporate Bond Markets" 02.05.2020 25:04 ↓

Shell’s Dividend Cut Oil price collapses by 70% year to date. Oil majors’ promises to shareholders impossible to keep. Dividend cover falls relentlessly. Corporate Bond Markets From death to resurrection Central banks do whatever it takes… ...including buying junk bonds.

Episode 04: Investment Trusts and Sector Performance Analysis 25.04.2020 30:48 ↓

1. Investment Trusts: How they differ from conventional open-ended funds. Why they have enjoyed better performances this year. Where is the downside? 2. Sector performance comparisons year-to-date: Healthcare and consumer staples lessen the pain. Financials and energy stocks have been the worst hit. Can unloved share prices rebound?

Episode 03: How will Europe respond to COVID-19? 18.04.2020 29:11 ↓

"Corona Bonds" in Europe? Why the doomsters are wrong. Don’t fight the Fed. Company earnings and valuations.

Episode 02: The True Cost of COVID-19 15.04.2020 22:55 ↓

Markets rally at fastest weekly rate since 1974. Will the health scare or markets prevail? Is it a dead cat bounce? Economic forecasters could not be gloomier. Should governments interfere on dividends?

Episode 01: A Bear Market? 15.04.2020 18:41 ↓

Two months ago we never had it so good. It can’t last, said the experts. Suddenly, there were three Black Swans. Central banks flood the markets. But who will foot the bill?