Peter and Ralph revisit the themes from the beginning of the year, including populism, near-shoring, renewables/nuclear, AI profitability, and corporate migration to the Middle East/India. They discuss rising populism, voter turnout trends in European elections, implications of near-shoring and de-globalization, transitioning to renewable energies, evolving AI landscape, and companies entering the Middle East/India for business growth.

In this episode, Duncan and I talk about why it doesn't feel like inflation is falling and how working at UK investment banks is getting VERY compelling (uncapped bonus, anyone??)...

In this episode, Duncan and I talk about Nvidia's triumph and the potential for solar panels on the rooftops - of warehouses!

In this episode, Ralph and I react to the release of the prospectuses this week of the main parties and whether AI will kill creativity...

In this episode, Duncan and I talk about what Nike needs to do to get itself back on track and thoughts about high salaries of newly-qualified lawyers (in some law firms)!

In this episode, Ralph and I discuss the upcoming election, AI in the world of finance and the positive prospects for IPOs...

In this episode, Ralph and I talk about "good news" for the UK and prospects for the UK's IPO pipeline...

In this episode, Duncan and I talk about the huge contrast between EV fortunes in Europe vs China and what a realistic future might look like for EVs…

In this episode, Duncan and I talk about how Arm could benefit properly from AI and why the London IPO drought could be over soon…

In this episode, Duncan and I talk about whether lab space is the answer to the Canary Wharf exodus and the exciting prospects for Wayve…