Markets Happy Hour Podcast with Aoifinn Devitt
A weekly markets update for investors the world over. Banter, not Investment Advice.
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Episodes
Saturday Nov 23, 2024
Saturday Nov 23, 2024
Topics discussed today:
A subdued week in equity markets - but not in Bitcoin, which has flirted with the $100,000 level as a wide open era of deregulation beckons.
Despite growing geopolitical tensions and nuclear saber rattling, markets remain sanguine and unrattled.
The first dusting of snow has led to a chill in the air around future energy inflation and Natural Gas stocks are ticking upwards.
Within equity markets stocks with high margins are dominating defensive value and dividend paying stocks, while companies are increasingly confident in passing price rises through to customers.
We study the slow motion pension revolution in the UK and ask about their low level of equity investment relative to bonds and put that into global context.
Will turning that ship around be a step too far?
Thursday Nov 14, 2024
Thursday Nov 14, 2024
A brief look back at themes and market movements so far this week:
Inflation - is it now tamed, or is the 3.3% core level too high for comfort? Why inflation is more complex than a single number - we look at the cumulative effect of inflation and how it is such an inherently subjective measure
The focus - on both sides of the Atlantic - on saving money whether through the to be created "Department of Government Efficiency" in the US or the "Office for Value for Money" - will this be inflationary or the opposite?
The new importance of truth - where we get our truths and why this will matter more and more as time goes on.
Thursday Nov 14, 2024
Thursday Nov 14, 2024
A brief look back at themes and market movements so far this week:Inflation - is it now tamed, or is the 3.3% core level too high for comfort?Why inflation is more complex than a single number - we look at the cumulative effect of inflation and how it is such an inherently subjective measureThe focus - on both sides of the Atlantic - on saving money whether through the to be created "Department of Government Efficiency" in the US or the "Office for Value for Money" - will this be inflationary or the opposite?The new importance of truth - where we get our truths and why this will matter more and more as time goes on.