Markets Happy Hour Podcast November 21, 2024

Topics discussed today:   A subdued week in equity markets - but not in Bitcoin, which has flirted with the $100,000 level as a wide open era of deregulation beckons.  Despite growing geopolitical tensions and nuclear saber rattling, markets remain sanguine and unrattled.  The first dusting of snow has led to a chill in the air around future energy inflation and Natural Gas stocks are ticking upwards.  Within equity markets stocks with high margins are dominating defensive value and dividend paying stocks, while companies are increasingly confident in passing price rises through to customers.  We study the slow motion pension revolution in the UK and ask about their low level of equity investment relative to bonds and put that into global context.   Will turning that ship around be a step too far?