The Vox Markets Podcast

Vox Markets Podcast
undefined
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.
undefined
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
undefined
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.
undefined
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?
undefined
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
undefined
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
undefined
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?
undefined
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/
undefined
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
undefined
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.

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app