All Episodes

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

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