In this episode, Ralph and I talk about the potential death of the diamond industry and "the curse of 35"!

In this episode, Ralph and I discuss Shell's threats to ditch its London listing and go stateside. We also chat about a more realistic future for EVs...

Exploring risk assessment in AI and potential rule changes in investment banking. Importance of reliable evaluation methods for AI projects, funding solutions for AI risk assessment, and reversing investment research rules. Evolution of investment banking services post-crisis and impact of MiFID II on equity research teams

This podcast discusses the North Sea drilling conundrum, China and Russia's alliance amidst Western sanctions, and the challenges faced by oil and gas companies in transitioning towards sustainability. It explores the geopolitical impacts of expanded trade and trade policy challenges, emphasizing the risks of energy shortages in the UK and the role of litigation in ensuring accountability.

In this episode, Saaya and I talk about Ted Baker closing stores and how European defence companies are warning about China’s dominance in the supply of a key ingredient in making ammo…

In this episode, Saaya and I talk about why investment banks are reluctant to boost their headcount in France and why I think that EV hype is waaaaay overdone and could be heading for failure…

In this episode, Duncan and I talk about how rampant chocolate prices are going to filter through and how M&A activity is definitely showing signs of life…

In this episode, Duncan and I talk about the commercial implications of the Baltimore Bridge crash and the FCA’s crackdown on “finfluencers”…

In this episode, Duncan and I talk about a bottoming out of retail sales and why surge pricing isn’t a good idea for Merlin Entertainment! We had a few minor sound issues with this episode, but nothing disastrous! Just so you know, Duncan was not in a cave at the beginning of this recording 😂

In this episode, Ralph and I talk about Reddit’s IPO and the “QuitTok” trend…