The Rest Is Money

Goalhanger
undefined
25 snips
Nov 13, 2025 • 42min

224. Would Ousting Starmer Risk Economic Meltdown?

Political instability looms as Labour faces leadership challenges, raising concerns about investor confidence. The hosts dissect how government messaging can either stall or spur business investment. They examine the dire state of deprivation across England, drawing links between poverty and political support for alternative parties. Retail crime enters the conversation with alarming statistics, prompting discussions about possible deterrents. Can innovative strategies, like facial recognition and local guards, effectively combat the rising tide of shoplifting?
undefined
50 snips
Nov 10, 2025 • 36min

223. Is The AI Boom Like 1929 Or The Dot Com Bubble?

Andrew Ross Sorkin, a New York Times columnist and author of '1929', dives into the parallels between the AI boom and past financial crises. He explores how the leveraged speculations of the 1920s mirror today's excitement about AI. Andrew warns about hidden risks in vendor financing and current economic weaknesses masked by AI spending. The conversation also covers potential government interventions and the societal impacts of AI, including job displacement and inequality, raising questions about a sustainable future.
undefined
23 snips
Nov 6, 2025 • 34min

222. The Four Budget Priorities For Rachel Reeves

Jim O'Neill, a seasoned economist and former Treasury adviser, dives into the UK's fiscal landscape. He critiques the Chancellor’s pre-budget speech and discusses essential reforms like the pension triple lock. O'Neill proposes four key priorities for growth: pension reform, property taxation, welfare devolution, and enhancing NHS productivity through technology. He emphasizes the importance of credible actions to tackle debt and argues that merely raising taxes isn't a long-term solution for growth.
undefined
30 snips
Nov 3, 2025 • 44min

221. Why Reeves Should Put Up Income Tax

In this discussion, Mohamed El-Erian, a Professor at the Wharton School and seasoned economist, dives into pressing global issues. He analyzes the fragility of the recent Trump-Xi truce and outlines the strategic flaws behind AI adoption in the UK. El-Erian warns about AI's societal risks, comparing its market surge to past bubbles. He advocates for a growth-oriented UK budget paired with tax increases to stimulate the economy, arguing that managing debt through growth is essential in today’s fiscal landscape.
undefined
21 snips
Oct 30, 2025 • 37min

220. How Do We Make Big Business Behave?

Catherine Howarth, Chief Executive of ShareAction, discusses how investors can encourage companies to adopt the real living wage and promote healthier food options. She shares insights on leveraging both small shareholders and large pension funds to influence corporate behavior effectively. The conversation reveals the significant impact of workplace health on productivity and the tensions political pressures create for responsible investment. Howarth also explores how individual pension savers can drive change and the need for more domestic investment in the UK.
undefined
42 snips
Oct 27, 2025 • 36min

219. When Do Tax Cuts Pay For Themselves?

Renowned economist Art Laffer, famous for the Laffer curve, shares his insights on taxation and economic growth. He argues that cutting top income tax rates can spur both revenue and growth, ultimately benefiting the less fortunate. Laffer critiques Liz Truss's mini-budget for lacking funded reforms and discusses Trump's trade stance, supporting free trade while acknowledging the strategic use of tariffs. They also touch on the potential of AI-driven growth and its risks, hinting at deeper explorations in the future.
undefined
40 snips
Oct 22, 2025 • 42min

218. How Do We Get Off The Escalator Of Ever Rising Taxes?

In this discussion, Karen Ward, Chief Market Strategist at J.P. Morgan Asset Management Europe, dives into the complexities of UK fiscal policy. She analyzes the implications of removing employer national insurance exemptions for high earners and the likelihood of a Bank of England rate cut amid fluctuating inflation. Karen highlights the challenges of filling a substantial fiscal gap without overwhelming taxpayers and the potential risks associated with private credit, all while suggesting pathways to restore investor confidence post-Brexit.
undefined
34 snips
Oct 19, 2025 • 59min

217. Is Reeves To Blame For The Budget Hole?

Helen Miller, Director of the Institute for Fiscal Studies and an expert in public finance, shares insights on the UK's challenging budget landscape. She discusses the need for rational tax reform and how Rachel Reeves can avoid raising taxes next year. Helen highlights the importance of a solid fiscal buffer and suggests reforming capital gains to incentivize investment. Additionally, she argues for a fairer council tax system and revaluation. Their conversation touches on how better long-term planning can reassure markets without cutting vital benefits.
undefined
48 snips
Oct 15, 2025 • 42min

216. What Are The Jobs Of The Future?

James Reed, chair of the UK recruitment firm Reed and author of Karma Capitalism, dives into the evolving job market and the impact of AI on hiring. He discusses the alarming collapse of graduate vacancies and how low economic growth stifles hiring momentum. Reed emphasizes the need for businesses to embrace technology, while cautioning against AI displacing entry-level roles. He advocates for vocational education, apprenticeships, and innovative company ownership models that prioritize social good, highlighting a future where jobs can still thrive amid automation.
undefined
85 snips
Oct 12, 2025 • 42min

215. How Near Is An AI Crash?

Azeem Azhar, founder of Exponential View, dives into the AI landscape’s potential bubble and its societal impacts. He discusses the valuation of AI firms like OpenAI, warning about inflated hype lacking real customer revenues. The conversation highlights how AI may favor experienced workers over newer talent and examines the energy demands of AI technologies. As U.S. job patterns shift, Azeem emphasizes the need for policy adjustments like retraining and welfare redesign to navigate the AI-driven future.

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