Wake Up to Money A Bad Wrap?
Oct 1, 2025
Emma Wall, Head of Platform Investments at Hargreaves Lansdowne, discusses market reactions amidst US political turbulence and the implications for UK equities. She also highlights the potential costs linked to lifting the two-child benefit cap. Asli Arthengutch, UK & Ireland head of British American Tobacco, addresses the negative impact of disposable vapes on the industry's credibility. She advocates for stricter regulations and explores the challenges of enforcing a generational cigarette sales ban. The podcast blends finance, health, and workplace culture in engaging ways.
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What A US Shutdown Actually Stops
- US government shutdowns halt discretionary spending while mandatory payments continue.
- Air traffic controllers and other essential workers may work unpaid until funding returns.
Gold As An Early Warning Signal
- Gold rose even as equities rallied, signalling investor anxiety despite market gains.
- A shutdown can dent confidence and shift allocations away from US assets.
Disposable Vapes Damaged The Category
- Disposable vapes broadened initial switching but harmed category credibility through poor compliance.
- Banning disposables shifts demand back to rechargeable systems but requires retailer and consumer education.