In this episode, Ralph and I talk about Trump tightening his grip on the Fed and how stellar valuations are being justified for OpenAI...
In this episode, Ralph and I talk about Trump's latest assault on the Fed chief and why VPNs are suddenly so popular!
In this episode, Duncan and I look at the ONS's ongoing failure and Xiaomi's amazing new car launch...
In this episode, Duncan and I talk about Pernod Ricard's woes and Musk's desire for X to become a super-app...
In this episode, Duncan and I talk about what Starbucks should do about its declining business in China and whether AI really does make you stupid (an MIT study says it does!)...
In this episode, Duncan and I talk about the latest crypto-related IPO and what's going on with WhatsApp and its decision to show ads...
In this episode, Ralph and I talk about whether it's a good idea for businesses to prepare for WW3 in 2027 and what the future of electricity looks like...just your usual light-hearted chat on a Friday afternoon 😁
In this episode, Ralph and I talk about the dramatic developments for Trump's tariffs this week and why they actually matter...
In this episode, Ralph and I talk about Trump's centrepiece bill that passed by just one vote. We also talk about UBS using virtual analysts and what that means not just for the equity research profession - but for other professions as well!
In this episode, Duncan and I talk about why Chinese EV tech is winning over customers and whether virtual analysts at UBS are a sign of the future in both finance and other professions...
In this episode, Ralph and I talk about whether Trump's "winning" the trade war and how AI could be monetised using Spotify's model...
In this episode, Duncan and I talk about how the new US-UK trade deal will affect farmers and how I think Spotify could potentially use its model to monetise AI...
In this episode, Duncan and I talk about the US-China tariffs and the rise of vintage!
In this episode, Ralph and I talk about why Trump is doing what he's doing re tariffs and trade agreements as well as whether "traditional" search is dead...
In this episode, Carla and I talk about what things to consider when you are buying a property. This is another example of where "commercial awareness" crosses over with personal finances! I hope that this helps you. The first part of this is in Episode 930.
In this episode, Merz survives a very dramatic day while American hotel chains and airlines fret about the outlook...
In this episode, Duncan and I chat about Warren Buffett's retirement and the shock of Trump's film tariffs...
In this episode, I chat with Carla Hoppe, founder of Wealthbrite, about how commercial awareness and your personal finances intersect. We look at how inflation, growth and market movements directly affect what goes into YOUR pocket!
In this episode, Duncan and I talk about leadership succession at Tesla and the consequences of AI in investment banking...
In this episode, Duncan and I talk about the new Ikea store in Oxford Street and the tariff impact on Amazon's actions...
