PODCAST

AJ Bell Money & Markets

AJ Bell

Bringing you the latest personal finance and stock market insights

business investing

All Episodes

40:49

Tesla puts bitcoin into top gear, meet Lindsell...

AJ Bell Money & Markets ·

2021/02/12

This week’s podcast dives into the world of cryptocurrencies and explores why Tesla has jumped on the bitcoin bandwagon. Discover why shares in GlaxoSmithKline and Ocado fell on their latest updates, and why the FTSE 100 is treading water. The team debate the future of annuities as investors look for sources of income in retirement. This week’s special guest is Madeline Wright who explains her journey joining asset manager Lindsell Train almost straight out of university and how she now plays a key

47:46

Amazon drops a bombshell, the fund manager who avoids...

AJ Bell Money & Markets ·

2021/02/04

This week’s podcast chats about what a change in CEO means for Amazon, together with a look at the retailer’s fourth quarter results and how other big-name US companies are either beating or missing earnings expectations. James Spence from Cerno Global Leaders Fund joins the show to explain why he is one of the few fund managers running a global equities fund that doesn’t feature the Faangs (Facebook, Apple, Amazon, Netflix and Google). James offers his view on the markets over the next few years

39:17

Why Gamestop shares have been going to the moon,...

AJ Bell Money & Markets ·

2021/01/28

This week’s podcast explores how social media has led to a new wave of potentially inexperienced investors betting money on low quality businesses. Reporting season has kicked off in the US and Dan talks through the results of two big beasts, Microsoft and Starbucks. Tom Sieber, deputy editor of Shares, joins the show to look at the performance of markets in Asia and the UK, and the patterns emerging among FTSE 100 stocks. It’s also the start of the ISA season with the tax year end coming up soon,

42:57

The Biden policies that matter for investors, value...

AJ Bell Money & Markets ·

2021/01/21

This week’s podcast looks at what Joe Biden’s agenda means for investors as he becomes the new President of the United States. We also chat about some of the week’s biggest news on the markets including Netflix’s latest numbers, Wetherspoon raising more cash and signs of renewed interest in cruise ship operators. We answer a listener’s question on managing their retirement savings and explain why there is some royal news in the world of pensions. This podcast also features fund manager Matthew

50:41

Bitcoin frenzy, Brexit boost for UK stock, what to do...

AJ Bell Money & Markets ·

2021/01/14

It’s the two B’s this week on the podcast – bitcoin and Brexit – as we explain why the cryptocurrency is winning new fans and how the trade deal has given a boost to many UK stocks. AJ Bell investment director Russ Mould explains the investment case for bitcoin, why the price has been going crazy, how to invest and what could go wrong. The podcast also welcomes Alexandra Jackson, a manager at Rathbone UK Opportunities fund to talk about the impact of the Brexit deal on the markets, whether investors

47:33

Ex-pensions minister Steve Webb on big retirement...

AJ Bell Money & Markets ·

2021/01/07

This week’s podcast features a chat with Steve Webb and Dan Mikulskis from Lane, Clark & Peacock about some of the big issues facing people in retirement today. They talk about changes to the way pensions are accessed, making sure your pension pot isn’t depleted too quickly, and finding decent sources of income. Elsewhere on this week’s show, Dan weighs up the impact of some big news over the past fortnight that has impacted stocks and shares around the world. He examines the impact on the market

41:36

Best performing investments in 2020, what’s on...

AJ Bell Money & Markets ·

2020/12/17

Discover the stocks, funds, ETFs and investment trusts that made investors rich in 2020. Dan runs through the most popular parts of the market and what might happen next. Laith reveals the main things on investors’ minds as they look to next year. A survey of 2,000 people provides fascinating insight into how the public is thinking about their prospects for making money in 2021. This week’s guest is fund manager Mark Denham from Carmignac whose European Leaders fund has delivered more than four

45:14

The investment case for AstraZeneca and Ocado, why...

AJ Bell Money & Markets ·

2020/12/10

This week’s podcast guest is Tineke Frikkee from Waverton who talks to Dan about why AstraZeneca and Ocado have been such important companies during the pandemic and what’s in store for both businesses in the future. Dan looks at the latest events on the stock market including Doordash’s stellar IPO debut, Facebook and other tech firms in the firing line, and the latest in the bid battle for G4S. Tom also considers the case of a 25-year old listener who has asked why they should bother with a

31:59

Why markets already priced in a vaccine approval,...

AJ Bell Money & Markets ·

2020/12/03

The UK’s status as the first country in the world to approve Pfizer’s Covid vaccine failed to move stock markets on the day of the news. Listen to the podcast to find out why markets reacted in this way. Tom Sieber from Shares magazine joins the show to discuss the reasons why the AIM market has done nearly as well as the US S&P 500 in 2020 and significantly outperformed large cap UK stocks in the FTSE 100. The podcast looks at the large rate cuts on NS&I accounts and what savers can do to improve

43:56

Picking future takeover targets, making sense of...

AJ Bell Money & Markets ·

2020/11/26

This week’s guest is Stuart Widdowson, fund manager of Odyssean Investment, who talks to Dan about how four stocks from his portfolio have attracted takeover bids in the past year. He also runs through the attractions of Clinigen, Volution and RWS/SDL. The podcast looks at the key points from the UK Chancellor’s Spending Review and what it means for the economy, jobs and the impact on savers and investors. Tom answers a listener’s question on weighing up which savings wrapper to use: Lifetime ISA or

37:37

Picking stocks like a pro, investments relevant to...

AJ Bell Money & Markets ·

2020/11/19

This week’s podcast guest is ex-hedge fund partner Stephen Clapham who shares his wisdom on finding information to help with investment decisions. Dan chats about the market’s reaction to more vaccine news and the latest in the punch-up between EasyJet and its founder Stelios Haji-Ioannou. He also runs through the stocks and funds that are relevant to the UK’s acceleration towards electric vehicles, and he explains why tracker funds are racing to own shares in Tesla. Laith runs through some new

42:51

Making sense of the vaccine-inspired market rally,...

AJ Bell Money & Markets ·

2020/11/12

On the podcast this week: how Pfizer’s vaccine news shook up stock markets and triggered the biggest one-day rally in a long time. Dan considers the winning and losing trades of the day and what it means for investors going forward. The guest interview features David Cornell who manages India Capital Growth Fund. He talks about India’s reputation for corruption, how the country is making big improvements, changes to his fund and how he finds opportunities. Tom answers a listener’s question on

18:03

What Biden’s victory means for investors

AJ Bell Money & Markets ·

2020/11/09

In a special podcast, Dan and Laith look at the market reaction to Joe Biden beating Donald Trump in US Presidential Election. They consider the movements on global stock markets, the sectors that have responded the most and why, and what it means for global trade and relations between the US and China. You can also hear why the shift from quality to value stocks has quickly reversed, what’s next with US government spending plans and Biden’s new tax regime. Finally, the team consider what might

34:01

Election tension triggers wild market swings, new...

AJ Bell Money & Markets ·

2020/11/04

This week’s podcast looks at how markets reacted as the voting results started rolling in for the US Presidential election and how many investors were caught off guard. It also discusses how many UK investors have suffered from not having a large exposure to US stocks in recent years. Laith outlines the financial support initiatives for individuals and businesses as England goes back into lockdown. And Dan talks to Keith Ashworth-Lord about why the Buffettology small cap investment trust failed to

41:09

Interview special: Baroness Ros Altmann on why the UK...

AJ Bell Money & Markets ·

2020/10/29

In this special edition of the podcast, AJ Bell senior analyst Tom Selby speaks to former pensions minister Baroness Ros Altmann about long-term care in the UK, the impact of Coronavirus on the sector and why the system is in urgent need of reform.

51:20

Fundsmith’s 10-year anniversary, Netflix’s big miss,...

AJ Bell Money & Markets ·

2020/10/22

This week’s podcast looks at how Fundsmith Equity has become one of UK’s most popular funds as it prepares to celebrate its tenth birthday. Dan chats about the rally in the pound on Brexit trade talks, more consumer goods companies beating earnings expectations, Netflix failing to hit growth forecasts, and Trainline’s CEO stepping down. AJ Bell’s Rachel Vahey joins the podcast to chat about good news for people saving into a pension and why the Government is taking a serious look at pension

33:31

Tech stocks bounce back, smaller company investing,...

AJ Bell Money & Markets ·

2020/10/15

This week’s podcast looks at the latest action on global markets including a new rally in US tech stocks and how the UK’s AIM market is soaring ahead. Dan has updates on ASOS, Barratt, Bunzl, Round Hill Music and an Italian Instagram star hoping to float herself on a stock market. AJ Bell’s Laith Khalaf talks about the appeal of investing in smaller companies. His colleague Ryan Hughes also joins the show to debate whether China is becoming too big in emerging market indices and if it should be

44:38

Companies that use data well, state pension age...

AJ Bell Money & Markets ·

2020/10/08

This week’s podcast features an interview with former Game Group boss Ian Shepherd how companies succeed or fail with using data to drive profits. Find out about important changes to the state pension and how the taxpayer might have to take on some mortgage-related risk in Boris Johnson’s new plan to help people onto the housing ladder. The team analyse the stock market reaction to Donald Trump catching coronavirus and then delaying an important stimulus debate. Dan chats about new signs that value

56:16

Behind the scenes of private equity, Asda takeover...

AJ Bell Money & Markets ·

2020/10/01

This week’s podcast features an in-depth chat with Arthur Mornington and Steven Tredget from Oakley Capital about takeovers, whether private equity had started to be more transparent, the assumption that PE firms load companies up with debt and under-invest in them, and whether they thought Oakley investment Time Out had been a flop. Dan talks about the latest on the markets including reaction to Brexit trade talks, the US Presidential election debate, Asda takeover chatter and Boohoo beating

47:41

AIM inheritance tax benefit fears, investors revert...

AJ Bell Money & Markets ·

2020/09/24

This week’s podcast explores the tax benefits of putting money into certain AIM stocks and how any meddling by the Government on the rules could have a catastrophic impact on the junior stock market. Joining Dan and Tom to talk about this subject is Philip Harrison, a tax consultant from The Wilkes Partnership. Fears over another nationwide lockdown have driven investors to flock to the same stocks that did well earlier this year. The podcast reveals the UK stocks which investors have been chasing

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AJ Bell Money & Markets

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