Simon French, Chief Economist at Panmure Liberum and writer for The Times, dives into the surge of gilt yields and its impact on UK government finances. He discusses the potential for tax increases or spending cuts while questioning if this issue is unique to the UK. The conversation also explores the Bank of England's challenges, the undervaluation of UK stocks post-Brexit, and the essential role of stable fiscal rules for long-term economic health. In a light-hearted segment, they ponder the necessity of government fiscal rules.

Carleen Jackson, CEO of Cloud9 Insight, shares how cloud technology can reshape SMEs. Simon French, Chief Economist at Panmure Liberum, discusses the economic implications of new alcohol duties and consumer behavior during 'dry January.' Ben Nabarro from Citigroup elaborates on the effects of AI ethics on tech stocks and recent infrastructure proposals, like Heathrow's third runway. The trio dives into crucial topics such as the UK job market post-Brexit, evolving consumer trends, and the challenges for the hospitality industry amid inflation and regulatory changes.

Simon French, Managing Director and Chief Economist at Panmure Gordon, shares his insights on revitalizing the UK economy. He argues that boosting growth begins with increasing North Sea oil and gas production. The conversation covers the shifting governmental focus from blame to growth, and the necessity for straightforward tax structures and local energy sources. French highlights the importance of infrastructure and education in economic reform while discussing the challenges of politician vulnerability and energy costs. It's an informative mix of humor and serious economic strategy!