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Simon Rose

The Bigger Picture: The winter fuel U-turn, the UK-EU reset deal & Angela Rayner's tax rise memo

Simon Rose
Original Broadcast:

The Bigger Picture

The Bigger Picture: The winter fuel U-turn, the UK-EU reset deal & Angela Rayner's tax rise memo
Political commentator Mike Indian discusses Labour's U-turn on the winter fuel payment, which would have been far less damaging if it had happened earlier. The party's communications, particularly on the domestic front, need to be considerably more savvy. The UK-EU reset deal should improve our relationship with Europe but it is inevitable we would become a rule taker after leaving. The biggest losers, yet again, are Britain's fishermen. He also comments on the leaked memo about Angela Rayne's suggested tax rises, exposing differences between her and the Chancellor. If rumours of a reshuffle soon are true, it could be a mistake and should happen later.
Guest:

Mike Indian


Published:
Simon Rose

The Financial Outlook for Personal Investors: Why silver could be of interest

Simon Rose
Original Broadcast:

The Financial Outlook for Personal Investors

The Financial Outlook for Personal Investors: Why silver could be of interest
Fixed interest investors, says Russ Mould of A J Bell, are concerned that Trump's "Big Beautiful Bill" will add to the US's current $36 trillion debt pile, with debt interest already accounting for a fifth of the US tax take. Things that serve as hedges against inflation, stagflation or policy error, such as gold, are rising again. Is silver – challenging the $33-an-ounce level again – being unduly overlooked? A recent bid could mean many miners are undervalued, particularly given the conductive metal's many uses in the move to net zero and the fact that demand has outstripped supply for the last five years. As the price climbs, so the miners become more profitable and nervous investors may find silver worth considering.
Guest:

Russ Mould


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Gavin Oldham

Thought for the Week: The Art of Conversation

Gavin Oldham
Original Broadcast:

Thought for the Week

Thought for the Week: The Art of Conversation
The definition of what is art and what is science is a key part of academic life; the former being a matter of subjective opinion, albeit developed with skill and practice, and the latter a matter of exploring and defining objective facts. While we may seek the latter in our conversation, there is no doubt that, in itself, conversation is an art. Kahlil Gibran wrote many words of great insight one hundred years ago and, in his book, 'The Prophet', he included a section on talking. In our modern era of social media, this has much to offer — and a few things which could be added, as young people struggle with the art of conversation. Background music: 'Communicator' by Reed Mathis

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Georgie Frost

This Is Money: What red flags do you need to spot before you buy a home — and how do you find them?

Georgie Frost
Original Broadcast:

This is Money

This Is Money: What red flags do you need to spot before you buy a home — and how do you find them?
How long did you take looking round your home before you put an offer in for it? The average prospective buyer spends just 43 minutes. Surprise, surprise, research suggests that it pays to take your time. Georgie Frost, Simon Lambert and Lee Boyce talk about what should be on your checklist before you take the plunge and buy a property. Should you go by vibes alone, or do you really need to kick the tyres? And when you do buy, what happens if the seller leaves junk like a mouldy fridge, a grimy washing machine and a stained sofa? We reveal all. Buy-to-let has taken a battering in recent years — but there are still pockets of Britain where investors are finding a decent yield. Cash ISAs are back in the spotlight with a review likely to come in July — how likely is it that they will be tinkered with? And will news-defunct furniture brand MFI will return after twenty years; what stores would you like to see make a comeback?

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Motley Fool Money

Motley Fool Money: U.S. & China Strike a Trade Deal? (12/5)

Motley Fool Money
Original Broadcast:

Motley Fool Show

Motley Fool Money: U.S. & China Strike a Trade Deal? (12/5)
After mounting escalations, businesses and investors get a 90-day reprieve on tariffs between the world’s most important trade partners. Jason Moser and Dylan Lewis discuss the U.S. and China’s short-term trade truce, and why there’s some hope that a more permanent deal will be struck, Fox’s next step into streaming with Fox ONE, its existing Tubi footprint, and success in video advertising. Then, 16 minutes in, GoDaddy is known for its commercials, less known for its capital allocation strategy. GoDaddy CFO Mark McCaffrey walks Ricky Mulvey through the company’s philosophy on share buybacks. Companies discussed: FOX. Host - Dylan Lewis; Guests - Jason Moser, Ricky Mulvey, Mark McCaffrey
Guests:

Jason Moser, Ricky Mulvey, Mark McCaffrey


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Motley Fool Money

Motley Fool Money: How Governments Shape Markets (10/5)

Motley Fool Money
Original Broadcast:

Motley Fool Show

Motley Fool Money: How Governments Shape Markets (10/5)
Even in free markets, governments still make plays. Chris Hughes is a co-founder of Facebook and an economist who specialises in the history of Fed policy. He is also the author of 'MarketCrafters: The 100-Year Struggle to Shape the American Economy.' Hughes joined Ricky Mulvey to discuss modern examples of American 'market craft', how to fix the housing crisis, and what we did and didn’t get from $2 trillion in COVID aid. Host - Ricky Mulvey; Guest - Chris Hughes
Guest:

Chris Hughes


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Simon Rose

The Business of Film: Ocean with David Attenborough, The Wedding Banquet & Assessment

Simon Rose
Original Broadcast:

The Business Of Film

The Business of Film: Ocean with David Attenborough, The Wedding Banquet & Assessment
James Cameron-Wilson reports box office down 50% because of the fine weather. But he delighted in #4 Ocean with David Attenborough in which the 99-year-old reports on mankind's final frontier. Demanding to be seen on the big screen, this amazing film is an existential experience which cannot be bettered. #14 The Wedding Banquet is an updated version of Ang Lee's movie and is an exquisite comedy drama which is very funny and real, with warm, eccentric characters. James also recommends Amazon Prime's Assessment, a psychological sci-fi thriller with Elizabeth Olsen and Alicia Vikander.
Guest:

James Cameron-Wilson


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Simon Rose

Gadgets & Gizmos: Fish doorbells, turning lead into gold & speeding ducks

Simon Rose
Original Broadcast:

Gadgets and Gizmos

Gadgets & Gizmos: Fish doorbells, turning lead into gold & speeding ducks
In Utrecht, says Steve Caplin, they've installed a fish video doorbell so the lockkeeper can open the lock for spawning fish. Scientists have managed to turn lead into gold but, even with the Large Hadron Collider, they only produced 29 picograms. There's a way of adding three extra screens to your laptop. Audible are to use AI to narrate audiobooks. Fusion scientists think they can cut the time taken to get to Mars by two-thirds. A dead man testified at the trial of his murderer in Arizona. And a duck has been caught speeding by a radar trap in Switzerland, for the second time in seven years.
Guest:

Steve Caplin


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Simon Rose

The Financial Outlook for Personal Investors: How two tech funds view the AI revolution

Simon Rose
Original Broadcast:

The Financial Outlook for Personal Investors

The Financial Outlook for Personal Investors: How two tech funds view the AI revolution
Finlay Mathers and Neil Shah of Edison Capital discuss two tech funds heavily involved in AI. Polar Capital's successful Technology Fund has recently shifted massively into the field, with an 80-90% exposure to AI. Focussing on the middle section of the company life cycle, its managers say that AI is on an exponential curve, much like the development of early skyscrapers. Molten Ventures is a publicly-quoted VC fund concentrating on early stage AI, with exposure to R&D and startups. It has plenty of cash ready for seizing interesting opportunities. Both managers consider AI not to be a trend, but a fundamental shift in technology.
Guest:

Finlay Mathers


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Simon Rose

The Bigger Picture: UK politics is at an inflexion point so what does it mean for party politics?

Simon Rose
Original Broadcast:

The Bigger Picture

The Bigger Picture: UK politics is at an inflexion point so what does it mean for party politics?
Professor Tim Evans of Middlesex University says that UK politics is at a crossroads. He explains that many of the themes of modern political discourse have their roots in 1647's Putney Debates; he discusses the ideas of four diverse academics on the shifting sands of our politics and governance. And what of the future? Will Labour become the natural party of government? Are Reform the new Thatcherite Conservatives? And, with the LibDems almost neck and neck with the Conservatives in some polls, which party will end up in fourth place?
Guest:

Professor Tim Evans


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