

Like a breeze
Sep 19, 2025
Join investment director Lucy Coutts, macroeconomic expert Tara Alice, and AI innovator Janine Wright as they dive into intriguing discussions. They explore the implications of interest rate decisions on markets and households, dissect the struggles facing Pets at Home post-pandemic, and unravel the secrets behind large-scale AI podcast production. Listen as Janine shares insights on balancing creativity and ethics in an AI-driven world. This episode is a fascinating blend of finance, technology, and industry challenges.
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Episode notes
Scale Of US Tech Investment Into UK
- Huge US tech investment pledges (eg. £150bn) materially boost UK AI, data centres and jobs but won't close a 2 trillion capital gap alone.
- Such deals can be catalytic if implemented and if domestic firms also increase investment.
State Visits Can Accelerate Deals
- Foreign investment can be brought forward by high-profile state visits and increases scrutiny on delivery.
- Long-term productivity gains depend on sustained flows and domestic business investment too.
Use AI To Gain Efficiency, But Preserve Trust
- Small businesses should explore plugging into new AI infrastructure and more affordable tech to scale efficiently.
- Test AI agents for customer service but preserve human touch where trust matters.