The UK Investor Magazine was delighted to welcome Marc Kimsey, Director at F&O Research, back to the podcast for a deep dive into a range of US and UK equities.

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We start with a look at macroeconomics and geopolitics before moving on to individual shares.

We discuss Nvidia results and the implications for the wider equity market. The reaction in shares was fairly muted, but Nvidia still holds the key to the entire AI-related rally.

Marc explores UK shares BP, Barclays, and Natwest. Oil prices have weighed on BP and we question how long the softness in BP can last.

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