Ralph went on holiday for two weeks. During this time, it seems that the New World Order has emerged and everything we thought we knew was turned upside down! We discuss our latest thoughts (I say latest because things are changing by the day!)...

In this episode, Gabi and I talk about Musk throwing his weight around in the White House and Trump's tariff bonanza...

In this episode, I ask the founder and CEO of AI company BotsForThat, Daniel Lawrence, what he makes of the DeepSeek news and what it means for AI now and in the future...

In this episode, Gabby and I talk about DeepSeek - its story so far, the impact on AI, thoughts around it and what the future holds...

In this episode, I discuss with Legal Liz why private credit is such a big deal and why it really matters to the financial industry!

In this episode, Ralph and I talk about crypto/memecoins and the latest dramatic developments for energy...

In this episode, Ralph and I look at three more themes to look out for in 2025...

In this episode, Ralph and I look at the themes we identified last year and whether they worked out as we predicted. We also talk about two themes for this year as well! Part two comes tomorrow!

In this episode, Legal Liz and I talk about why companies are leaving London for New York (or Frankfurt)...Legal Liz is a legal expert at a mystery investment bank 😁

Here's the first podcast of 2025! 2024 was a tricky year for me for various reasons, but the podcast is back again! Apologies for the absence. Anyway, in this episode, Charlie Morris, CIO of ByteTree Asset Management and I have a chat about bitcoin and gold. Do YOU think that both or either of these assets is moon-bound this year?? Please note that none of the content here constitutes advice! This is just two guys having a bit of a natter...