Talking Markets

ormer UK Ambassador to the US Lord Kim Darroch joins Talking Markets to discuss the state of the US-UK special relationship, Trump’s foreign policy, rising tensions with Iran, Europe’s defense weaknesses, and the long-term impact of Brexit. With war in Europe and America pivoting toward China, is the Western alliance entering a dangerous new phase? A candid geopolitical deep dive you won’t want to...

Davos, Trump and Bitcoin collide in this wide-ranging Talking Markets discussion with Team Blockchain CEO Jonny Fry. From why blockchain is “just an Excel spreadsheet” to stablecoins overtaking card networks, the panel explores real-world crypto use beyond speculation. Hear how tokenized stocks could trade 24/7, why banks face disruption, and how AI, regulation and programmable money may reshape p...

Markets are more volatile, headlines are louder, and old investing rules may no longer apply. In this episode of  Talking Markets , Mark Ellis, Founder and CIO of Nutshell Asset Management, explains why buy-and-hold is under pressure, how volatility creates opportunity, and where quality growth stocks are quietly becoming cheap. From Nvidia and AI to regulation, Trump risk, and the 2026 outlook —...

Chief Investment Officer George Cooper (Equitile) joins Talking Markets to explain why the Magnificent 7 “has had its day” and where he’s finding real value now. We dig into the debasement trade, banks, gold miners, and whether central banks are losing their independence. George shares his contrarian views on Japan’s revival, UK housing, healthcare, defense, Brexit, and dollar dominance – plus why...

The UK’s latest budget was sold as a plan for stability—but does it actually deliver growth? In this episode of Talking Markets from Capital.com, Michael Wilson and David Buik are joined by Mo Jamei, Director of Economic Policy at the CBI. They unpack the “missed opportunity” budget, delayed tax rises, the controversial pensions changes, business rates, UK competitiveness on energy and AI, and whe...

In this episode of Talking Markets by Capital.com, host Michael Wilson and David Buik sit down with retail legend Lord Stuart Rose (Marks & Spencer, Ocado, Asda) for a candid conversation on business, leadership, politics, and the future of retail. From fixing iconic brands to his take on AI, government “cluelessness,” and Brexit’s fallout, Rose delivers sharp insights and unapologetic honesty...

With the world’s leading financiers working out how to extract maximum tax amid mounting public spending we speak to a leading journalist from the Financial Times – Consumer Editor Claer Barrett. We cover the UK Budget delay, the mooted “2p shuffle,” and what bond-market jitters are signaling. We tackle rate-cut odds, mortgage strategy, the AI investing craze, stamp duty pain, pensions/auto-enrolm...

In this episode of Talking Markets, Michael Wilson and David Buik sit down with veteran banker and risk expert Gerald Ashley to unpack the world’s growing instability. From U.S. debt topping $38 trillion to AI’s overheated valuations, Ashley warns that governments are “spending like billy-o” and investors are chasing illusions. Gold, inflation, and politics collide as the panel explores whether th...

On today's Talking Markets, host Michael Wilson and David Buik speak with Simon French, Chief Economist and Head of Research at Panmure Liberum. The main topic of discussion are the soaring AI stock valuations and why they may be echoing the dotcom bubble, trading nearly two standard deviations above their historical averages. From investor sentiment and central bank warnings to “picks and shovels...

The markets are shifting, and the old rules may no longer apply according to Russ Mould, Investment Director at AJ Bell. In this video, we break down why gold is at record highs, how central bank policies and political pressures are reshaping global finance, and why the U.S. stock market is no longer the only game in town. From inflation concerns to the rise of emerging markets, discover where inv...

In this episode of Talking Markets by Capital.com, David Buick sits down with Helen Thomas, founder of Blonde Money, to discuss the slowing U.S. economy, Trump’s trade policies, and the risks of rising global debt. They explore AI-driven markets, China’s trade slowdown, and the unexpected boom in defense stocks. With sharp insights into politics, economics, and investment strategy, this conversati...

In this episode of Talking Markets, Michael Wilson and David Buik are joined by Charles Newsom, Director at Rathbones, for a deep dive into today’s most pressing financial themes. They explore how Trump’s unpredictability is shaping global markets, the hidden risks of passive investing and ETFs, and why bond yields may be on a collision course with equity optimism. The discussion also turns to the...

In this episode of Talking Markets, Michael Wilson and David Buik are joined by Brian Coyne from BGC Partners in Dubai. They dive deep into Trump’s impact on trade, the shift from big tech to undervalued sectors, why Boeing is a “no-brainer” buy, the resurgence of European banks, and bold predictions for Bitcoin’s future. Plus, insights on oil, healthcare, retail, and global indices. A must-watch...

Retail is changing fast and Neil Saunders, CEO of GlobalData, joins us to unpack the big trends. From Walmart’s surprise resilience to the struggles in luxury retail, and from tariff impacts to Amazon’s rural expansion, this episode dives deep into what’s really driving consumer behavior in the US, UK, and beyond. Whether you’re in business, investing, or just curious, this is a must-watch for any...

In this packed episode of Talking Markets, Michael Wilson, David Buik, and Ian King break down the latest market turmoil, the resurgence of bank stocks, the meteoric rise in gold, AI-driven job fears, and the looming global debt crisis. With expert insight and sharp analysis, this is a must-watch for investors and anyone tracking the economy. From interest rates to IPO markets—we cover it all. Sta...

In this episode of Talking Markets, Dr. George Cooper, CIO of Equitile Investments, delivers a riveting breakdown of today's most pressing macroeconomic challenges. From stealth bombers on Twitter and tariff wars to AI hype cycles, the crumbling pension system, and demographic decline—no topic is off limits. With decades of experience in finance, Cooper offers rare clarity on what’s next for globa...

In this episode of Talking Markets, veteran city commentators David Buik and Michael Wilson sit down with Sir Martin Sorrell to discuss the tectonic shifts in global economic power. From China’s rise and AI implementation to the threat of EV disruption and corporate hesitation in uncertain times, this conversation is packed with insight. Sir Martin reveals how businesses must adapt to survive. Don...

In this insightful conversation with Humphrey Percy, we explore the evolving role of the US dollar as the world’s reserve currency amidst growing global uncertainties. From historical financial crises to modern geopolitical moves, the discussion highlights why the euro may gain traction, how oil and gold factor into monetary dynamics, and whether central banks are prepared for the shifts ahead. A...

In this episode of Talking Markets, Michael Wilson and David Buik are joined by Simon Nixon of Wealth of Nations (https://nixons.substack.com/) to unpack the economic impact of Trump-era tariffs, market volatility, and the evolving U.S.–China trade landscape. The trio dives into Fed independence, inflation risks, global investment flows, and the political theater behind economic policy. Plus, hear...

In this episode of Talking Markets, veteran broadcaster Michael Wilson and financial expert David Buik are joined by Lord Michael Spencer—one of the most influential figures in the City of London. Together, they dissect the impact of Trump’s unpredictable tariff strategy, the global market instability it’s triggering, and why traditional investment playbooks are breaking down. From recession fears...

In this episode of Talking Markets, Lord Jim O’Neill shares his insights on financial markets, global economic shifts, and political leadership. He discusses the surprising optimism surrounding market performance, the impact of Trump’s policies, and the potential consequences of dismantling the postwar economic system. O’Neill reflects on the challenges of globalization, questioning whether certai...

In this episode of Talking Markets, we dive into the high-turnover investment strategy that sets Nutshell Asset Management apart. Our guest Mark Ellis, a seasoned trader and fund manager, explains how an active, data-driven approach helps them maximize returns while staying nimble in global markets. Learn how Nutshell's trading decisions add value, why turnover isn’t always a bad thing, and how th...

Volatility is shaking up the markets, but is it really anything new? Economist and Blonde Money CEO Helen Thomas joins Talking Markets to break down the biggest financial and political trends shaping the investment landscape. From Trump’s bold economic moves to Musk’s impact on Tesla and the AI boom, we dive deep into what investors need to know. Plus, we discuss global defense spending, shifting...

In this episode, we dive into the state of the markets, global economic uncertainty, and key investment strategies for volatile times. We discuss Trump’s impact on the economy, China’s aggressive market expansion, and why some investors are seeing opportunities despite the chaos. Are these the moments to buy back in? Tune in to find out! CFD trading involves a high level of risk. 82.12% of retail...

For today's episode of Talking Markets we welcome back Charles Newsom, Investment Director of Rahtbones. Speaking with host David Buik they discuss the poker game of tariffs that Donald Trump is playing, Elon Musk's role in government, as well as the impact of AI on the stock market. They also go over the performance of the banking sector and discuss the prospects of healthcare, energy and the FTS...