The Art of Investing

Exploring Oil & Unloved UK Stocks in the FTSE 250 Index

22 snips
Oct 24, 2025
The hosts tackle a volatile week for the markets, discussing the recent crypto sell-off and its impact on investor sentiment. They dive into strong corporate earnings from US and UK banks, contrasting with struggles in the tech sector. With a potential shift from mega-cap stocks to smaller caps, the conversation also explores the intricacies of oil prices and the benefits of investing in the FTSE 250. Listeners will hear insights on OPEC's influence and the significance of UK oil production in the current economic landscape.
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INSIGHT

Earnings Strength Offsets Macro Noise

  • Corporate earnings are surprisingly strong with ~86% of US companies beating expectations this quarter.
  • That strength helps markets despite other shocks like the US government shutdown and sector-specific sell-offs.
INSIGHT

Rotation From Mega-Caps To Smaller Stocks

  • Money is rotating out of high-flying AI and quantum names into smaller, cheaper stocks.
  • Indexes like the S&P remain near highs while pockets of the market experience sharp corrections.
INSIGHT

CapEx Is Funded But Returns Are Unclear

  • Big tech CapEx is largely self-funded, reducing banking-system leverage risk.
  • The real unknown is the return on that AI and infrastructure spending over the next 6–12 months.
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