All Episodes
Beach IFA Monday Espresso Podcast — 61 episodes
11/05/26: Earnings season, South Korea & US job markets
05/05/26: US earnings, central bank meetings & AI expenditure
27/04/26: S&P highs, oil price surges & AI stocks
20/04/26: Hormuz uncertainty, market rebounds & stock swings
13/04/26: Ceasefire, oil prices & US inflation data
07/04/26: Middle East, US job numbers & interest rates
30/03/26: Iran conflict, upcoming IPOs & UK retail sales
23/03/26: Central banks, oil volatility & Nvidia’s growth themes
16/03/26: Oil supply disruption, US inflation & the UK economy
09/03/26: Middle East tensions, oil surge & tech rotation
02/03/26: Middle East conflict, Nvidia earnings & inflation update
23/02/26: US & Iran tensions, inflation rates and earning expectations
16/02/26: Bond markets, US payroll data & Japan's election
09/02/26: Big Tech earnings, AI momentum & macro updates
02/02/26: Big Tech earnings, Fed chair speculation & January market moves
02/02/26: Big Tech earnings, Fed chair speculation & January market moves
26/01/26: Trump tariffs, UK inflation & US smaller companies
19/01/26: Market rotations, US inflation data & AI momentum
12/01/26: US jobs data, Nvidia–Mercedes partnership & AI goes physical
05/01/26: 2025 review, Venezuela intervention & energy outlook
22/12/25: UK rate cut, mixed US data & Santa rally hopes
15/12/25: Fed rate cut, AI investment scrutiny & tech earnings
08/12/25: Fed rate cut hopes, Netflix $83bn deal & US jobs update
01/12/25: UK Budget special
24/11/25: Market rotation, AI investment focus & strong Nvidia results
17/11/25: AI bubble debate, US government shutdown & strong US earnings
10/11/25: Market sell-off, UK interest rate debate & slowing China trade
03/11/25: Fed rate cut, US–China tariffs & Magnificent Seven earnings
27/10/25: Oil price rises, Japan’s growth agenda & Tesla earnings
20/10/25: Regional bank jitters, trade optimism & oil price shifts
13/10/25: Japan's new leadership boost, AI partnerships & earnings season
06/10/25: AI optimism, healthcare tariffs & US government shutdown
29/09/25: Bond yields rise, US tariffs return & payrolls ahead
22/09/25: Japan policy shift, UK food inflation & Nvidia–Intel deal
15/09/25: Earnings update, Fed pressure & UK GDP
08/09/25: Bond market moves, US jobs data & Tesla’s pay proposal
01/09/25: French uncertainty, Nvidia earnings & US inflation data
25/08/25: Jackson Hole outlook, German GDP & US consumer trends
18/08/25: Small-cap strength, inflation data & Trump–Putin talks
11/08/25: Rate cut fallout, Magnificent Seven shine & gold market shock
04/08/25: Central bank meetings, FX markets & US job numbers
28/07/25: Japan-US trade deal, earnings optimism & Fed expectations
21/07/25: Fed pressure, inflation surprises & EU tariffs
14/07/25: Fresh Trump tariffs, Fed caution & UK growth data
07/07/25: Vietnam trade deal, inflation fears & UK bond market
30/06/25: Easing tensions, trade deal progress & inflation data
23/06/25: Central bank caution, Middle East concerns & dollar resilience
16/06/25: Middle East tensions, US inflation & AI momentum
09/06/25: Musk–Trump clash, tariff talk & rate cut caution
02/06/25: Market rebound, trade updates & Nvidia’s AI push
26/05/25: EU tariffs, Trump’s tax plan & bond volatility
19/05/25: Trade talks progress, defence deals & United Health tumbles
12/05/25: US and China agreement, recession fears & resilient earnings
05/05/25: Big tech earnings, resilient jobs data & tariff strategies
28/04/25: Tariff optimism, trade talks & big tech earnings
14/04/25: The basis trade, tariff rollback & inflation data
07/04/25: Tariff impact, market reactions & global response
31/03/25: Growth outlook, bond markets & tariff updates
24/03/25: Central bank moves, tariff uncertainty & market expectations
17/03/25: US market sell-off, tariff concerns & inflation trends
10/03/25: AI market shifts, Trump's tariffs & Europe’s resilience