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Finalto

Overleveraged

Market commentator Neil Wilson and top guests explore the big macro themes affecting investors, economic imbalances, giant geopolitical trends, tail risks and tremors; and everywhere risks are not fully priced into markets. https://www.finalto.com/uk/overleveraged/All opinions, news, research, analysis, prices or other information is provided as general market commentary and not as investment advice and all potential results discussed are not guaranteed to be achieved. Trading carries risk of capital loss. Service available to professional clients only.

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Auteur

Finalto

Catégorie

Business

Site du podcast

podcasters.spotify.com

Dernier épisode

28 nov. 2024

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Épisodes

46 - Our Ozempic future? 28.11.2024

Will 'miracle' weight loss drugs be a shot in the arm of economic growth, or will there be a heavy price to pay? Neil discusses with Simon Shear.

45 - What should China do to fix its economy? 21.11.2024

Trump’s tariffs are looming but China’s economy is already in a mess: what can be done to sort it out? Will it end up like Japan? Neil Wilson and Helen Thomas from BlondeMoney take a look. 

44- Elon Musk, the Dogemaster at Donald Trump's side: terrible for Tesla, great for SpaceX 14.11.2024

Neil sat down with Tesla bear Mark Spiegel of Stanphyl Capital to catch up on Elon Musk's latest endeavours with President-elect Trump, government efficiency, SpaceX and why the last thing he wants is for autonomous driving to get approved.

43 - You're Hired: America picks Donald Trump again 06.11.2024

Blonde Money's Helen Thomas nailed her prediction for the Electoral College- here she is talking to Neil about how it all unfolded and what happens next.

42- Race to the White House: How to approach the Trump Trade from a UK perspective 31.10.2024

Professional trader Michael Taylor joins Neil Wilson to look at the Trump Trade, the possibility of a contested election result, and whether WW3 has already begun.  

41- The Countdown Budget: The Taxing Conundrum facing Rachel Reeves 24.10.2024

BUMPER BUDGET ISSUE: Our resident former adviser to Chancellor George Osborne, Helen Thomas, takes a deep dive into what the Budget will look like and what the impact on markets will be. 

40: Where are interest rates going? 17.10.2024

It’s ECB day! So it’s a good time to look at interest rates again with John Hughman. Will the Fed go for another jumbo cut; will the Bank of England stick to a gradual approach or go more aggressive; and how bad are things in Europe? 

39 -Mario's Money Tree Economics: Will the UK or Europe kick the spending habit? 10.10.2024

Ahead of the UK Budget and in the wake of the Draghi report on European competitiveness, Neil and Helen take a look at the big problems facing the UK and EU economies, from rising debt levels to productivity problems and ever-increasing spending.

38 - Copper Linings: drilling down into the commodity market 03.10.2024

Oil be back? Does every economy have a copper lining? In this episode, Neil and John Hughman consider the commodity cycle.

37 - Coffee Pod: Why your morning latte is getting more expensive 26.09.2024

Coffee prices are rising to record highs and climate change may be to blame. Neil and Helen take a wonder around the City’s old coffee houses to explore what’s going on.

36: Making a Killing - Market reactions to political assassinations 18.09.2024

From the killing of Lincoln at Ford’s theatre to the market panic of 1914, how assassinations impact markets – does political violence really make a difference and can history teach us about what could happen if Trump is again in the line of fire? 

35: Expect pain: Will Labour be pro-business? 12.09.2024

It’s not long to go to Rachel Reeves’ first Budget. With the prime minister warning us to expect ‘pain’, will we actually see a pro-business agenda? Helen Thomas of BlondeMoney returns to discuss the UK political scene. 

34: Once Upon a Time in London: City memories with David Buik 05.09.2024

He’s been a fixture of the City for the last 60 years and now veteran commentator David Buik looks back at some highlights from his long career, from his time working for brokers long before the Big Bang and the GFC changed the rules of the game. 

33: Kammunism: Just how radical is Kamala Harris’s economic policy? 29.08.2024

Democrat Presidential nominee Kamala Harris has laid the groundwork for some potentially radical economic policy: should investors be concerned? Would Trump be any different? Economic populism seems to be the order of the day. 

32: Jackson Hole: What to expect from the Fed 22.08.2024

Neil and Helen look at recent market volatility and what it means for central banks gathering in Wyoming for the annual Jackson Hole Symposium

31: CEBR - In search of the productivity Holy Grail 15.08.2024

Productivity is the key to economic happiness. But how can the UK improve it? Vicky Pryce from the CEBR joins Neil for a wide-ranging look at what’s needed from the new government. 

30: Watchlist 2024: That Was The Year That Still Is 08.08.2024

A lot has happened so far this year and we’re barely halfway through. Neil takes a look back at the year and whether things have worked out as expected.  

29: American exceptionalism – can Europe ever catch up? 01.08.2024

Helen Thomas is back to look at the main factors driving America’s exceptional economic recovery and whether the UK or others have a hope of catching up. 

28: Resolution Foundation - What can Labour do to end the UK’s stagnation? 25.07.2024

Resolution Foundation research director James Smith delves into what Labour can do to end stagnation and boost the UK economy. 

27: How high can Nvidia stock go? 18.07.2024

John Hughman joins Neil to discuss whether Nvidia can continue to ride the AI hype cycle or if there’s a massive bubble. 

26: Will Joe Biden run as the Democrat presidential candidate against Trump 2.0? 11.07.2024

After a shaky presidential debate, Joe Biden is facing calls from within his own party to step aside. Will he? Would it make any difference? And what would President Trump 2.0 mean for markets? 

25: Election Day(s) Matters 04.07.2024

It’s election day in the UK and Independence Day in the US, but France is proving more interesting this week as Helen and Neil look at what’s happened and what is to come with the French elections. 

24: UK General Election one week to go 27.06.2024

Neil and Helen run through all the latest moves in the UK General Election campaign, what it could mean for UK stocks; and they take a look at the forthcoming French election, with the first round of voting taking place on Sunday. 

23: Discussing Sunak and Starmer's Campaigns 20.06.2024

Helen Thomas & Richard Brownlees from BlondeMoney discuss Sunak and Starmer's campaigns, considering what we've learnt so far and what to expect next in the lead up to the UK General Election.

22: What is Labour’s Securonomics? 13.06.2024

A Labour government could be far more radical than many think – it's all in the detail of Securonomics, which encapsulates the thinking of shadow chancellor Rachel Reeves.  

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