Mark's Morning Call: Real Time. Real Markets

High P/E? Low P/E? The real question is: what growth is the market already pricing in? Buffett mastered it with Apple — now you can use the P/E Implied Growth Calculator to guide your own stock picks. Why do they call Warren Buffett the Oracle of Omaha ? In 2016, he bought Apple at one of its lowest P/E ratios — when the market only expected tiny earnings growth. Apple went on to crush those expec...

What is the bank actually selling? Banks are selling a product at a different price. In this episode, Mark unpacks the financial services industry — from how banks really make money to what drives their profitability. 💰 You’ll learn how banks operate by buying and selling money , why net interest margins matter so much, and how interest rates ripple through the UK housing market and broader econo...

Many people know AI is power-limited — but few realize how this challenge is creating massive new investment opportunities. What energy sources are driving the AI boom? How can AI itself empower the energy transition? And what does this mean for investors, innovators, and the global shift toward sustainability? In this episode, Mark is joined by energy expert Joseph Jacobelli to unpack the powerfu...

Ever wondered how your stocks can pay you? 💸 Learn how dividends and yields turn investing into real income. 💸 Ever wondered how your stocks can literally pay you? “You can make money in one of two ways.” “Dividend yield is a dynamic measure.” “High PE means high growth expectations.” Takeaway In this episode, Dr Jenni and Mark dive into how dividends give you steady income while your portfolio...

Marks and Spencer (“Marks & Sparks”) has been a cornerstone of UK retail history, but does it still deserve a place in a modern investor’s portfolio? In this episode, Mark explores the evolution of Marks and Spencer , once the pride of British retail, and asks: does it still make sense as an investment today? Applying Peter Lynch’s investment philosophy, Mark breaks down the company’s investme...

In this episode of Mark’s Morning Call , Mark applies his earlier airline sector analysis — the key drivers of performance in airline companies — directly to British Airways. This is a clear example of how to present an investment case: laying out the thesis with logical arguments, supported by data. We’ll cover: The fundamentals of airline investing Why British Airways has a strategic edge The im...

In this episode of Mark’s Morning Call , Mark and Dr. Jennifer break down one of the most powerful tools in stock investing — the Price-to-Earnings (P/E) ratio. You’ll discover how the P/E ratio helps investors decide whether a stock is cheap or expensive, and why share price alone can be misleading without understanding earnings power. From tech giants like Apple and the Magnificent 7 to financia...

Want to be a millionaire? As Richard Branson famously quipped, “The best way to become a millionaire is to start as a billionaire and then buy an airline.” On this episode, Mark takes you inside the world of airline investing. He unpacks why airlines are considered among the most capital-intensive industries in the world, how high fixed costs and capacity utilization shape profitability, and why d...

Welcome to a new term with Mark’s Morning Call ! In this episode, Dr. Jennifer and Mark dive into the fundamentals of investing and what it really means to buy stocks. They unpack why owning shares is owning a piece of a company, and how understanding your risk profile can guide your first steps in building a portfolio. From stock prices vs. company value to the role of market capitalization , thi...

Welcome to Mark’s Morning Call , the official podcast of the InvestUp Challenge —a 10-week stock investment experience for students and young investors. The program combines 📚 workshops, 📈 a real-time StockTrak competition, and 🎙️ this weekly podcast—your guide to learning how markets really move. Hosted by Dr. Jennifer Huang and Mark Coggins (ex-investment banker & former Asia CEO of Kaplan...