

The Vox Markets Podcast
Vox Markets Podcast
Vox Markets is revolutionising the way companies engage with all classes of shareholders. Listen here to interviews with company executives and sell-side analysts and fund managers discuss their investment insights.
Episodes
Mentioned books

Apr 17, 2024 • 26min
1854: Episode 13: Is China the next Japan?
In association with Vox Markets: Market commentator Neil Wilson and top guests explore the big macro themes affecting investors, economic imbalances, giant geopolitical trends, tail risks and tremors; and everywhere risks are not fully priced into markets.
Vox's John Hughman joins Neil for a look at the economic and demographic challenges facing China and whether it’s on course for a process of Japanification - a drawn out period of deflation, financial stress, economic decline and property market collapse.
Link to Podcasts: https://www.finalto.com/uk/overleveraged/
All opinions, news, research, analysis, prices or other information is provided as general market commentary and not as investment advice and all potential results discussed are not guaranteed to be achieved. The information may have been derived from publicly available sources, company reports, personal research, or surveys. Past performance is not indicative of future performance. Trading carries risk of capital loss. Service available to professional clients only.

Apr 17, 2024 • 54min
1855: Results from ASOS, and Equals gets another extension! All the latest news from Taking Stock
Watch the Live show on YouTube
In today's edition of Taking Stock we look at results from a variety of companies including ASOS, Winkworth and Saga, plus a range of other trading updates. Equals also received an extension to its timetable for ongoing takeover talks.
1:35 #EQLS
4:25 #ATG
6:45 #PRV
8:15 #MORE
12:45 #ARS
13:45 #ASC
23:10 #WINK
33:10 #SAGA
46:20 #DLAR
48:50 #SPEC

Apr 17, 2024 • 21min
1853: Four meals from anarchy: What chocolate prices say about climate change
In association with Vox Markets: Market commentator Neil Wilson and top guests explore the big macro themes affecting investors, economic imbalances, giant geopolitical trends, tail risks and tremors; and everywhere risks are not fully priced into markets.
Join Neil and Helen for an Easter parade around the price of chocolate, cocoa futures and what it's telling us about climate change and the risks of geopolitical instability.
Originally Published on 28.03.24
Link to Podcasts: https://www.finalto.com/uk/overleveraged/
All opinions, news, research, analysis, prices or other information is provided as general market commentary and not as investment advice and all potential results discussed are not guaranteed to be achieved. The information may have been derived from publicly available sources, company reports, personal research, or surveys. Past performance is not indicative of future performance. Trading carries risk of capital loss. Service available to professional clients only.

Apr 16, 2024 • 1h 13min
1852: Vox Markets Fund Manager Series: James Taylor of M&G Investments
In this interview, esteemed investor and fund manager James Taylor of M&G Investments takes me through 16 stock ideas including:
00:00 Equity outlook
03:15 Alphawave IP
06:45 Hill & Smith
09:55 Synthomer
14:40 Avon Protection
18:20 Premier Foods
21:10 STV Group
24:45 Watkin Jones
30:00 LSL Property Services
32:25 M&C Saatchi
36:45 888 Holdings
42:25 Gaming Realms
46:15 Videndum
50:10 Trufin
54:15 Team17
57:40 Ascential
1:01:00 Tatton Asset management
1:05:05 When to sell?

Apr 15, 2024 • 1h 17min
1851: The Exchange with Roland Head of Stockopedia
On today's Exchange, I was delighted again to speak to accomplished investor Roland Head of the Dividend Note & Stockopedia – including:
00:00 Roland’s investment approach, how his portfolio fared in Q1’24 & UK banks.
06:20 Rightmove & Moneysupermarket Group
09:45 Hunting
13:25 Rio Tinto
17:35 RWS Group
22:05 Speedy Hire
27:00 TI Fluid Systems
30:10 PayPoint plc
33:30 Mears
36:15 iomart
39:50 S&U
43:55 Chemring
47:10 TP ICAP
51:50 IG Group
55:20 Avacta
57:55 Supermarket Income REIT
63:55 TI Fluid Systems – follow up question
64:50 Venture Life Group plc
69:00 Ocean Wilsons Holdings Ltd
73:05 LungLife AI
Disclosure : I own #IOM, whilst #VLG, #AVCT & #LLAI are Vox Markets clients

Apr 11, 2024 • 22min
1850: Q&A with Lunglife AI CEO, Paul Pagano
Watch on YouTube
In this interview, Paul Pagano CEO of Lunglife AI #LLAI takes me through last week's in line FY'23 results & the commercialisation of LungLB, alongside March's £1.8m top-up fund raise and business' possible future strategic

Apr 10, 2024 • 1h 22min
1849: Vox Markets Fund Manager Series: Josh Northrop of Whitman Asset Management
In this interview, accomplished fund manager Josh Northrop of Whitman Asset Management takes Vox Markets through his latest thoughts on the markets alongside highlighting 14 investment ideas.
00:00 Equity outlook
08:40 Netcall
14:25 Cerillion
19:10 Tracsis
23:10 Auction Technology
30:00 Advanced Medical Solutions
35:05 CVS Group
40:30 Porvair
43:20 Johnson Service Group
48:55 Calnex Solutions
53:05 Bloomsbury Publishing
58:30 Macfarlane
62:40 RWS Holdings
66:45 Restore
70:50 Victoria Plumbing
74:25 When to sell?

Apr 10, 2024 • 29min
1848: Bedlam’; ‘Crash’ ‘Bloodbath’; How newspapers shape financial markets
In association with Vox Markets: Market commentator Neil Wilson and top guests explore the big macro themes affecting investors, economic imbalances, giant geopolitical trends, tail risks and tremors; and everywhere risks are not fully priced into markets.
CityAM editor Andy Silvester joins Neil for a look at the history of the sometimes-symbiotic relationship between news media and financial markets; from the railway mania of the 1840s and Tulip bubble to today’s world of social media and AI.
All opinions, news, research, analysis, prices or other information is provided as general market commentary and not as investment advice and all potential results discussed are not guaranteed to be achieved. Trading carries risk of capital loss. Service available to professional clients only.
Originally Published on 04.04.24
Link to Podcasts: https://www.finalto.com/uk/overleveraged/

Apr 9, 2024 • 14min
1847: Q&A with European Green Transition CEO, Aiden Lavelle & CFO Jack Kelly
Watch on YouTube
Aiden Lavelle and Jack Kelly, co-founders of European Green Transition (EGT), celebrated their company's successful IPO on the London Stock Exchange after raising £6.45 million. They discussed their backgrounds, the decision to list in London, and EGT's contribution to Europe's green economy

Apr 9, 2024 • 9min
1846: Q&A with Atlantic Lithium Executive Chairman, Neil Herbert
Alastair Ford interviews Neil Herbert, executive chairman of Atlantic Lithium, about his recent share purchases and the company's progress.


