Sharesify

Send us Fan MailIn today’s Podcast, the Sharesify team talk high-flying US markets, Big Tech earnings, UK banks, Unilever (ULVR) and much more.Our tech guru Steven breaks down the latest earnings reports from Apple (AAPL) and SanDisk (SNDK). The iPhones behemoth delivered a solid quarterly earnings beat, while AI infrastructure play SanDisk, a ‘30-bagger’ no less, delivered a massive earnings surprise.Ian talks markets with a focus on central banks and big UK lenders Lloyds (LLOY) and NatWest (NWG), while James tells us more about this week’s positive results from aero engine maker Rolls-Royce (RR.) and consumer goods giant Unilever (ULVR).The chaps also look ahead to Berkshire Hathaway’s (BRK.B) annual meeting on Saturday, the first to be hosted by Warren Buffett’s successor Greg Abel. They also preview results from drinks giant Diageo (DGE), banking giant HSBC (HSBA) and British chip designer ARM Holdings (ARM).Get involvedIf you want to get involved, email us your thoughts, suggestions and questions at [email protected]. For those tuning in via YouTube directly, please remember to click the like and subscribe buttons on our channel.You can also follow us on X, Bluesky, Facebook or LinkedIn.And if you’re a company, fund or investment trust, and you’d like to get your voice heard on the podcast, tell your story and expand your retail investor base, here’s your chance. Just email us at [email protected] and we’ll do the rest.

Send us Fan MailIn our latest special podcast, James Crux and Ian Conway are joined by James Bruegger, chief investment officer and managing partner of Seraphim Space Investment Trust (SSIT).The world’s first listed SpaceTech fund, Seraphim Space is opening access to a multi-trillion-dollar opportunity in the global SpaceTech sector, the frontier driving innovation in defence, security, climate change and sustainability.Bruegger tells the Sharesify team what first piqued his interest in SpaceTech. He also discusses the size of the market opportunity and why the SpaceTech industry is at an inflection point.Our special guest talks about the trust’s track record of picking winners and why the fund does not own Elon Musk’s SpaceX. He also explains why Seraphim Space is looking to raise up to £350 million via a C share issue.Get involvedIf you want to get involved, email us your thoughts, suggestions and questions at [email protected]. For those tuning in via YouTube directly, please remember to click the like and subscribe buttons on our channel.You can also follow us on X, Bluesky, Facebook or LinkedIn.And if you’re a company, fund or investment trust, and you’d like to get your voice heard on the podcast, tell your story and expand your retail investor base, here’s your chance. Just email us at [email protected] and we’ll do the rest.

Send us Fan MailIn our latest Podcast, the Sharesify team talk ‘Mag 5’ earnings plus big beats and big misses. The discussion also turns to new highs, new lows and more UK M&A.Our resident tech guru Steven previews results from Alphabet (GOOG), Amazon (AMZN) and Meta (META). He also explains why new Apple (AAPL) CEO John Ternus could be working on a major new product reveal.James discusses energy giant BP’s (BP.) Q1 earnings beat. He also flags a surprise profit upgrade from car parts-to-bicycles seller Halfords (HFD). James tells us why investors are wiping cosmetics maker Warpaint (W7L:AIM) from portfolios and raises the takeover of Treatt (TET) by German rival Döhler for discussion.Ian observes that it’s taken an outsider to realise the extreme value in the UK market. As Joe Bauernfreund, manager of investment trust AVI Global (AGT), said on the show last week, there are lots of under-researched stocks out there right now.Get involvedIf you want to get involved, email us your thoughts, suggestions and questions at [email protected]. For those tuning in via YouTube directly, please remember to click the like and subscribe buttons on our channel.You can also follow us on X, Bluesky, Facebook or LinkedIn.And if you’re a company, fund or investment trust, and you’d like to get your voice heard on the podcast, tell your story and expand your retail investor base, here’s your chance. Just email us at [email protected] and we’ll do the rest.

Send us Fan MailIn our latest podcast, Sharesify’s Steven Frazer and James Crux welcome Rebecca Maclean, co-manager of Dunedin Income Growth(DIG). One of the oldest investment trusts in the world, dating back to 1873, the company has paid a steady or rising dividend for more than 45 years. The trust offers a competitive yield backed by strong revenue reserves.Our special guest talks us through the storied trust’s investment style and objectives and explains how Dunedin’s managers define ‘quality’.Maclean also tells us why this UK Equity Income sector stalwart’s biggest position is in fact a French company, namely oil supermajor TotalEnergies (TTE). She also outlines why London Stock Exchange Group (LSEG) and Relx (REL) are prominent holdings in the portfolio.Finally, Rebecca shines a spotlight on the fund’s inflation-beating qualities, talks performance and tells us what the board is doing to address the trust’s discount to net asset value (NAV).How to get involvedIf you are a company, a fund or investment trust and you’d like to come on the podcast, tell your story and expand your retail investor base, here’s your chance. Just email us at [email protected] and we’ll do the rest.For those tuning in via YouTube, please remember to click the Like and Subscribe buttons on our channel.You can also follow us on X , Bluesky , Facebook or LinkedIn.

Send us Fan MailIn our latest podcast, the Sharesify team discuss record US markets, chip stock Intel’s (INTC) overnight surge, today’s big FTSE 100 faller and incoming earnings from an array of corporates.Mondi shreddedJames explains why containerboard-to-paper bag maker Mondi (MNDI) has shed 65% of its value over the past five years. He reckons bargain hunters should be wary of this stock given its uncertain recovery prospects.Steven gives us the lowdown on Intel. He tells us why the after-hours action in the stock was one of the most violent repricing’s of a legacy semiconductor company in years.Next up, James brings us up to date with the goings-on in retail. Disappointing updates from Sainsbury’s (SBRY) and WH Smith (SMWH) are in focus. Steven talks about upcoming earnings from ‘Big Tech’ across the pond. And the guys preview updates from coffeehouse giant Starbucks (SBUX) and consumer goods goliath Unilever (ULVR).

Send us Fan MailIn our latest podcast, Sharesify’s James Crux and Ian Conway welcome Joe Bauernfreund, CEO and CIO of Asset Value Investors and the manager of AVI Global Trust (AGT).Our special guest talks us through AVI Global Trust’s unique investment approach and explains how he finds the ‘hidden gems’ other investors overlook.Bauernfreund also points to situations where AVI Global has successfully deployed its activist approach and shareholders have reaped the rewards. He also explains why corporate governance changes in South in Korea should lead to a re-rating of companies, as they have in neighbouring Japan.Lastly, our guest concedes that the fund’s investment in French media group Vivendi (VIV), hit by a de-rating of Universal Music’s (UMG) shares, has been a thorn in AVI Global’s side. Nevertheless, Bauernfreund remains confident AVI Global can still generate a good return on this investment.How to get involvedIf you are a company, a fund or investment trust and you’d like to come on the podcast, tell your story and expand your retail investor base, here’s your chance. Just email us at [email protected] and we’ll do the rest.For those tuning in via YouTube, please remember to click the Like and Subscribe buttons on our channel.You can also follow us on X, Bluesky, Facebook or LinkedIn.

Send us Fan MailIn our latest podcast, the Sharesify talk rock ‘n’ roll, Primark, change at the top of the Apple (AAPL) tree. Additionally, they discuss incoming Tesla (TSLA) earnings.There’s also vaping, condoms, friends ‘with benefits’ [no, not that – ed], plus our new step by step guide to ‘Start investing now’. Furthermore, there is more content available.James reveals how Gear4Music (G4M) has been blowing out the speakers and flags the long-mooted ‘Primark’ spin-off from AB Foods (ABF). Will both sides of the group make the FTSE 100, wonders Steve… yes, reckons James. So, a demerger to keep your eyes on.Vape supplies firm hikes Surpreme (SUP) hikes guidance. Meanwhile, consumer goods giant Reckitt Benckiser (RKT) and footwear flop Shoes Zone (SHOE) make less encouraging noises.Products guy in at AppleThere’ll be new man on stage at Apple events as Tim Cook readies to hand the CEO batten over to John Ternus, Steve explains… a shift from Cook’s ‘safe pair of operational hands’ to engineer and products guy Ternus.Ian explains what’s caught his eye at Personal Group (PGH), the workplace pensions tiddler, and flags small company warnings, including the ironically named Coral Products (CRU). He also highlights the Middle East war warning from housebuilder Crest Nicholson (CRST). This warning needs a bit of explaining.Tesla earnings are incoming this evening (~9pm BST), but Steve reckons the big questions hanging over the AI-robots-EVs-‘Terrafab’ firm probably won’t get answered.Towards the end, Steve explains the thinking behind Sharesify’s new 10-part work-in-progress aimed at new investors, the ‘Start investing now’ series. Parts 1-3 are available now. There’s 3 key takeaways, he explains:there’s never a bad time to start investingyou can start with just £100, or even lessinvestors play a long game – don’t get spooked by the newsGet involvedIf you want to get involved, email us your thoughts, suggestions and questions at [email protected]. For those tuning in via YouTube directly, please remember to click the like and subscribe buttons on our channel.You can also follow us on X, Bluesky, Facebook or LinkedIn.And if you’re a company, fund or investment trust, and you’d like to get your voice heard on the podcast, tell your story and expand your retail investor base, here’s your chance. Just email us at [email protected] and we’ll do the rest.

Send us Fan MailJoin the team as they run through the highlights (and lowlights) of the last few days including big warnings, big movers, and the return of meme stocks, plus they look ahead to next week's big earnings reports.

Send us Fan MailJoin the team as they explain why US Tech is still driving markets despite the geopolitics. They also discuss Saga, Barratt Redrow and JPMorgan as well as looking ahead to reults from Netflix, Tesco and Beauty Tech Group.

Send us Fan MailIn the latest special edition of the podcast, the team welcomes Nick Britton, Research and Content Director at the AIC (Association of Investment Companies). With his wealth of experience, Nick discusses investment trust trends, discounts, activists, dividend heroes and much more.First, we get an insight into the AIC’s vision and how it aims to help investors. Nick also runs through what sets investment trusts apart from open-ended funds and ETFs and their overall appeal.Next, our guest talks through some of the many interesting trends within the sector, including premiums and discounts and the notable rise in activism, not just from outsiders like Saba but also from insiders like AIC members MIGO Opportunities (MIGO) and Achilles (AIC).Nick believes activism can be a force for good. He points out that Saba’s campaigns have actually driven an increase in retail investors voting their investment trust shares, and also walks us through some of the free-to-use screening tools on the AIC site.How to get involvedIf you want us to discuss other topics, feel free to email us your thoughts and suggestions at [email protected]. For those tuning in via YouTube, please remember to click the Like and Subscribe buttons on our channel.You can also follow us on X, Bluesky, Facebook or LinkedIn.And if you are a company, a fund or investment trust and you’d like to come on the podcast, tell your story and expand your retail investor base, here’s your chance. Just email us at [email protected] and we’ll do the rest.

Send us Fan MailIn today’s Podcast, the Sharesify team talk markets, this week’s absence of a Trump ‘tape bomb’ and why it’s deja vu across the pond with US tech firms driving the rally.Ian flags the significance of US stocks trading above their long-term averages again, while Steven lends us his view on ASML (ASML), the Dutch semiconductor equipment giant which also put up a strong showing.James explains why online electricals retailer AO World (AO.) is reaping the benefits of a ‘pivot to profit’ strategy. He also talks us through SDCL Efficiency Income’s (SEIT) decision to start a managed wind-down after shareholders rejected a plan to turn the fund into an energy services operating company. On the topic of income, James teases his website article on the investment trust ‘Super Heroes’.The chaps preview a big week of earnings on both sides of the Atlantic, with JPMorgan Chase (JPM) and Netflix (NFLX) set to report in the US and UK retailers Tesco (TSCO) and Dunelm (DNLM) also readying their results.Ian reckons results from at-home beauty devices group Beauty Tech (TBTG) could turn heads, but Steven is more sceptical about the technology.How to get involvedIf you want us to discuss other topics, feel free to email us your thoughts and suggestions at [email protected]. For those tuning in via YouTube, please remember to click the Like and Subscribe buttons on our channel.You can also follow us on X, Bluesky, Facebook or LinkedIn.And if you are a company, a fund or investment trust and you’d like to come on the podcast, tell your story and expand your retail investor base, here’s your chance. Just email us at [email protected] and we’ll do the rest.

Send us Fan MailIn today’s Podcast, the Sharesify team discuss another crazy week for stocks after the US and Iran agreed a ceasefire. Is this the biggest TACO in history? Appraently not, Ian reckons.With the FTSE 100 up over 2% and European markets up 3% to 4%, it’s a banner day for stocks. In the US, index futures are pointing to gains of 2% to 3% for the S&P 500 and Nasdaq, says Steve.James talks us through why results at car dealer Motorpoint (MOTR) were better than expected. Also, why Bill Ackman’s Pershing Square (PSH) is pushing the boat out with a bid for Universal Music, and there’s more biotech M&A news.Speaking of M&A, Steve laments the potential sale of FTSE 250 tech name Gamma Communications (GAMA) to an as-yet unnamed suitor. And Ian reveals aerospace and defence stock Senior (SNR) is also in the departure lounge despite Advent International pulling out of the bidding.The chaps also run through Shell’s (SHEL) cut to Q1 earnings guidance and what it might mean for the full-year results. Lastly, there’s a positive surprise from car finance lender Close Brothers (CBG) which has sent the shares skyward today.How to get involvedIf you want us to discuss other topics, feel free to email us your thoughts and suggestions at [email protected]. For those tuning in via YouTube, please remember to click the Like and Subscribe buttons on our channel.You can also follow us on X, Bluesky, Facebook or LinkedIn.And if you are a company, a fund or investment trust and you’d like to come on the podcast, tell your story and expand your retail investor base, here’s your chance. Just email us at [email protected] and we’ll do the rest.

Send us Fan MailIn today’s Podcast, the Sharesify team discuss this week’s big bounce for the S&P 500 and Nasdaq and Steven explains why ‘loose cannon’ Donald Trump’s utterances could send indices lower again.James urges investors to stay calm and remain invested despite this turbulence. As the old stock market adage goes, ‘time in the market beats timing the market’.Turning to the week’s corporate news, James explains why the sale of Unilever’s (ULVR) food business to McCormick (MKC) is a Marmite deal in more ways than one.Ian talks about the latest share price leap at affordable computing firm Raspberry Pi (RPI) and picks up on McBride’s (MCB) warning over the impact of the Middle East war on prices and supply.And the chaps preview next week’s updates from energy giant Shell (SHEL) and Corona-to-Modelo Especial maker Constellation Brands (STZ).How to get involvedIf you want us to discuss other topics, feel free to email us your thoughts and suggestions at [email protected]. For those tuning in via YouTube, please remember to click the Like and Subscribe buttons on our channel.You can also follow us on X, Bluesky, Facebook or LinkedIn.And if you are a company, a fund or investment trust and you’d like to come on the podcast, tell your story and expand your retail investor base, here’s your chance. Just email us at [email protected] and we’ll do the rest.Disclaimer: This content is for information only and is not investment advice. Always do your own research before investing. Click here to see full disclaimer.Disclaimer: This content is for information only and is not investment advice. Always do your own research before investing. Click here to see full disclaimer.

Send us Fan MailIn our latest podcast, Sharesify’s Steven Frazer and James Crux welcome Laura Foll, co-manager of investment trust Law Debenture (LWDB). This trust is a rare breed in the current investment trust space.With a unique operating model that may be partly responsible for the shares trading at a premium to NAV, Laura talks us through this model. Moreover, she explains what she believes its advantages are.47 years of dividendsWe then touch on the manager’s thoughts on its ‘Dividend Hero’ status (47 years and counting). Laura explains why she believes that is a big attraction for retail investors.Steve and James talk through current turmoil in global markets as geopolitical events play havoc with stability. They then ask Laura for her thoughts on what Law Debenture can, and is, doing to manage volatility.We also discuss the trust’s rich mix of FTSE 100’s among its top holdings (4 major banks, both oil majors, plus an assortment of energy, engineering and retail companies). This is a remit that allows overseas investment. Additionally, we cover why UK valuations have on-shored Law Debenture capital recently, and views on borrowing to maximise returns.Get involvedIf you want to get involved, email us your thoughts, suggestions and questions at [email protected]. For those tuning in via YouTube directly, please remember to click the like and subscribe buttons on our channel.You can also follow us on X, Bluesky, Facebook or LinkedIn.And if you’re a company, fund or investment trust, and you’d like to get your voice heard on the podcast, tell your story and expand your retail investor base, here’s your chance. Just email us at [email protected] and we’ll do the rest.

Send us Fan MailIn our latest Sharesify podcast special, James and Ian welcome Charlotte Cuthbertson, co-manager of MIGO Opportunities Trust (MIGO).MIGO is part of the Asset Value Investors (AVI) stable. The trust is unique in that it invests in discount opportunities in other closed-end funds where the managers believe there is a catalyst to unlock value. That gives them the flexibility to invest in any geography or asset class.Charlotte outlines MIGO’s strategy and walks Ian and James through the ways the managers unlock value and make money for shareholders.She discusses the recent changes to MIGO’s investment approach and explains how the UK investment trust landscape has changed in the past 10 years. James and Ian also ask Charlotte where she is currently seeing the biggest discounts in the closed-end market.How to get involvedIf you are a company, a fund or investment trust and you’d like to come on the podcast, tell your story and expand your retail investor base, here’s your chance. Just email us at [email protected] and we’ll do the rest.For those tuning in via YouTube, please remember to click the Like and Subscribe buttons on our channel.You can also follow us on X, Bluesky, Facebook or LinkedIn.Disclaimer: This content is for information only and is not investment advice. Always do your own research before investing. Click here to see full disclaimer.Disclaimer: This content is for information only and is not investment advice. Always do your own research before investing. Click here to see full disclaimer.

Send us Fan MailJames and Ian discuss another week of choppy markets, along with positive reastults and market reaction to the latest updates from Next, THG and Capita. There's also an update on the situation at Herald investment trust as it looks to counter activist Saba, news on M&A in the UK commercial property space and a look ahead to results next week from AG Barr, Raspberry Pi and Nike.

Send us Fan MailIn this latest Sharesify podcast special, James and Ian welcome Nicola Takada Wood, managing director of the AVI Japan Opportunity Trust (AJOT). This fund aims to capitalise on Japan’s increased focus on corporate governance, balance sheet efficiency and shareholder returns.Nicola explains how ‘AJOT’ invests in undervalued, cash-rich companies and uses constructive engagement to unlock value. She also explains why the corporate reform story in Japan has still got legs under the country’s new PM.Takada Wood talks us through the benefits of AJOT’s combination with Fidelity Japan Trust. This has created a larger trust with increased capability to take influential positions in companies where there are opportunities to unlock value.Our special guest also enthuses over AJOT’s successful investment in Kurabo Industries (3106), a conglomerate that announced the restructuring of its unprofitable textile business.How to get involvedIf you are a company, a fund or investment trust and you’d like to come on the podcast, tell your story and expand your retail investor base, here’s your chance. Just email us at [email protected] and we’ll do the rest.For those tuning in via YouTube, please remember to click the Like and Subscribe buttons on our channel.You can also follow us on X, Bluesky, Facebook or LinkedIn.Disclaimer: This content is for information only and is not investment advice. Always do your own research before investing. Click here to see full disclaimer.Disclaimer: This content is for information only and is not investment advice. Always do your own research before investing. Click here to see full disclaimer.

Send us Fan MailIn the latest edition of the Sharesify Podcast, Ian and James discuss why markets remain difficult for investors to navigate due to the ‘tape bombs’ emanating from the White House. While the FTSE 100 has resurfaced above the 10,000 level, the FTSE 250 has been slower to recover.On the earnings front, James addresses the Middle East challenges facing protein powders-to-supplements firm Applied Nutrition (APN) and highlights this week’s fresh £300 million buyback from DIY retailer Kingfisher (KGF). The FTSE 100 retailer’s B&Q and Screwfix chains are on solid foundations but the French market remains a drag.Ian shines the spotlight on insurance-to-workplace benefits business Personal Group (PGH:AIM), which smashed it in 2025 and is sticking to its 2030 targets. Heading in the oppositive direction was Goodwin (GDWN), the family-controlled engineer which plunged on fears it may have to suspend production. Ian reckons many retail holders have moved on and marched their money into fantasy miniatures maker Games Workshop (GAW) instead.Finally, James looks forward to our upcoming Podcast specials with investment trusts AVI Japan Opportunity (AJOT), MIGO Opportunities (MIGO) and Law Debenture (LWDB).How you can get involvedIf you’d like us to discuss a particular topic, feel free to email us your thoughts and suggestions at [email protected]. For those tuning in via YouTube, please remember to click the Like and Subscribe buttons on our channel.You can also follow us on X, Bluesky, Facebook or LinkedIn.And if you are a company, a fund or investment trust and you’d like to join us on the podcast, tell your story and expand your retail investor base, here’s your chance. Just email us at [email protected] and we’ll do the rest.Disclaimer: This content is for information only and is not investment advice. Always do your own research before investing. Click here to see full disclaimer.Disclaimer: This content is for information only and is not investment advice. Always do your own research before investing. Click here to see full disclaimer.

Send us Fan MailIn this latest Sharesify podcast special, the team welcomes Anthony Lynch, co-manager of JPMorgan Claverhouse Investment Trust (JCH), to discuss the trust’s process and its remarkable 53-year record of rising dividends. Anthony also manages Mercantile Investment Trust (MCH) and two open-ended equity income funds, and brings a wealth of experience.JPMorgan Claverhouse gives investors access to the long-term growth and income potential of the UK stock market. The managers look for attractively valued, high-quality UK companies with the ability to deliver consistent and growing dividends.Anthony explains what differentiates the trust from other equity income vehicles, and which factors have driven performance this year. As inflation resurfaces as a risk, he also reveals how the trust expects to continue its formidable dividend-raising record.With the trust set to report its FY25 results next week, this is an ideal opportunity to understand how the managers approach investing.How to get involvedIf you are a company, a fund or investment trust and you’d like to come on the podcast, tell your story and expand your retail investor base, here’s your chance. Just email us at [email protected] and we’ll do the rest.For those tuning in via YouTube, please remember to click the Like and Subscribe buttons on our channel.You can also follow us on X, Bluesky, Facebook or LinkedIn.Disclaimer: This content is for information only and is not investment advice. Always do your own research before investing. Click here to see full disclaimer.

Send us Fan MailIan previews tonight’s Fed meeting and says there is ‘no suspicion’ that the US central bank will cut interest rates with West Texas Intermediate north of $90. Also, James discusses Liontrust’s (LIO) acquisition of River Global’s (RVRG) asset management arm. This deal beefs up the fund manager’s investment talent and expands its range of investment trusts.Two trust talking pointsHe also highlights why investors should look past a rare performance blip at the world’s oldest investment trust, F&C (FCIT) which has announced a 55th consecutive dividend increase.Steve explains why global growth trust Scottish Mortgage (SMT) wants a little bit more flexibility to invest in private companies.In terms of winners, Steve discusses ‘knockout results’ from Trustpilot (TRST) and why he likes the online reviews site’s long-term gameplan. Ian explains why industrial parts distributor and quality compounder Diploma (DPLM) is dull ‘in a good way’. Additionally, he explains why lender Close Brothers (CBG) has been in the eye of the storm. Finally, James questions whether sofa seller DFS (DFS) can deliver another profit upgrade.How to get involvedIf you want us to discuss other topics, feel free to email us your thoughts and suggestions at [email protected]. For those tuning in via YouTube, please remember to click the Like and Subscribe buttons on our channel.You can also follow us on X, Bluesky, Facebook or LinkedIn.And if you are a company, a fund or investment trust and you’d like to come on the podcast, tell your story and expand your retail investor base, here’s your chance. Just email us at [email protected] and we’ll do the rest.

Send us Fan MailIn today’s podcast, the Sharesify team talk markets, technicals, and the week’s winners and losers. While the FTSE 100 is still clinging above 10,000, the S&P 500 is nearing a key market support level. Ian explains what it is and why so many market-watchers are keeping an eye on it.Companies in focusFirst up, Steve flags results from US software behemoths Adobe (ADBE) and Oracle (ORCL). In Adobe’s case, strong Q1 revenue growth and increasing AI adoption have been overshadowed by the CEO’s surprise departure. Oracle shares on the other hand have enjoyed a strong rally on current growth and the look ahead.In terms of winners, Ian singles out private equity and credit group Bridgepoint (BPT). While the shares have been out of favour, the latest results speak for themselves. In addition, the firm got this year off to good start with the largest realisation in the PE sector.Ticketing firm Trainline (TRN) posted steady if unspectacular results for FY25 but it wasn’t enough to allay investor fears. Concerns over the long-term impact of UK rail nationalisation and the looming departure of the CEO sent the stock lower.Another travel-related loser this week is On The Beach (OTB), which pulled its earnings guidance, as James explains. The firm has seen a sharp slowdown in bookings this month, meaning the war in the Middle East is already impacting demand and profitability.Looking ahead to next week, James flags Wickes (WIX), the home improvement retailer which reports earnings on Tuesday 17 March. Given its net cash balance sheet, James surmises the group might announce a fresh share buyback alongside its results.How to get involvedIf you want us to discuss other topics, feel free to email us your thoughts and suggestions at [email protected]. For those tuning in via YouTube, please remember to click the Like and Subscribe buttons on our channel.You can also follow us on X, Bluesky, Facebook or LinkedIn.And if you are a company, a fund or investment trust and you’d like to come on the podcast, tell your story and expand your retail investor base, here’s your chance. Just email us at [email protected] and we’ll do the rest.

Send us Fan MailIn our latest podcast, Sharesify’s Steven Frazer and James Crux welcome Winterflood‘s head of investment trusts research, Emma Bird. They discuss the trusts landscape, structure, historically high discounts, Saba activism and lots more.   To begin with, they talk through Smithson’s (SSON) controversial switch from investment trust to OEIC status and what the advantages of the trust structure is even for funds largely invested in liquid listed.The team then move on to historically wide NAV discounts, a frustration for all shareholders. In light of the 12%-14% average gap, is activist Saba doing all investors a service?Why trusts are joining forcesThe discussion turns to trust mergers, why they are happening and if more are likely, before asking where Emma and her team feel there is the largest scope for re-ratings across the trusts space, plus, what it might take to re-energise new trust IPOs?James and Steve wrap up by asking Emma if share buybacks are a poor use of capital for investment trusts, and gauge her thoughts of trust portfolio size, if there is an optimal number of holdings, and the issues of portfolio construction.If you want to get involved, email us your thoughts, suggestions and questions at [email protected]. For those tuning in via YouTube directly, please remember to click the like and subscribe buttons on our channel.You can also follow us on X, Bluesky, Facebook or LinkedIn.And if you’re a company, fund or investment trust, and you’d like to get your voice heard on the podcast, tell your story and expand your retail investor base, here’s your chance. Just email us at [email protected] and we’ll do the rest.

Send us Fan MailIn our latest podcast, Sharesify’s Steven Frazer, James Crux and Ian Conway talk markets, mining and the shock walk out of an investment trusts management team. FTSE 100 is still clinging above 10,000, Ian explains. Meanwhile, there is a surprise reverse for defence stocks as Trump talks up an end to conflict in the Middle East.Edinburgh Worldwide (EWI) plans a cash return to shareholders after crumbling in the face of Saba activism, James explains. In addition, the AIC is slamming Saba as its war of words becomes increasingly heated.Elsewhere, massive AI infrastructure capex has been embraced, spurned and embraced again by investors left unsure about returns timelines. However, Steve explains the surprising risk-off optionality that may be available to investors via gold-plated corporate bonds. These have been offered by Alphabet (GOOG), Oracle (ORCL), and now Amazon (AMZN). In particular, Amazon is pushing $50 billion worth of dollar/euro notes.Less bad than fearedJames discusses Domino’s (DOM) ‘less bad than feared’ figures, before taking a well-earned swig of Vimto-maker Nichols (NICL). The company has scored some interesting licensing deals of late.Ian walks us through infrastructure and the UK’s £700 billion spend commitment over the next decade. Meanwhile, Steve wraps up with Oracle’s (ORCL) knockout Q3 earnings and how growth and guidance stole the show. Before finishing, he flags our chat with Winterflood‘s head of investment trust research Emma Bird, which will go ‘live’ on Thursday (12 Mar).If you want to get involved, email us your thoughts, suggestions and questions at [email protected]. For those tuning in via YouTube directly, please remember to click the like and subscribe buttons on our channel.You can also follow us on X, Bluesky, Facebook or LinkedIn.And if you’re a company, fund or investment trust, and you’d like to get your voice heard on the podcast, tell your story and expand your retail investor base, here’s your chance. Just email us at [email protected] and we’ll do the rest.

Send us Fan MailIn our latest podcast, Sharesify’s James Crux, Ian Conway and Steven Frazer talk markets, explaining a surprisingly robust US, a big sell-off across Asia and why an oil spike is to blame.Investment trusts are never far from the chaps’ thoughts and Alliance Witan (ALW) comes under the microscope, as does the surprise stakebuild by activist Saba in Allianz Technology Trust (ATT), one of the sector’s superstar performers of the past decade.Ian flags recovery at Rentokil (RTO) to ‘buzzkill’ at Vistry (VTY), whose stock dropped 25% to its lowest since 2012. There’s knockout results from ASICs play Broadcom (AVGO), before turning to what will grab the guys’ attention next week – Clarkson (CKN), Legal & General (LGEN), plenty of US retail, UK infrastructure and another UK housebuilder.And a date for your diaries, Steve reminds us, with Winterflood‘s Emma Bird making a guest podcast appearance next Wednesday (11 March). On that episode, the chaps will be talking through the investment trust landscape.If you want to get involved, email us your thoughts, suggestions and questions at [email protected]. For those tuning in via YouTube directly, please remember to click like and subscribe to our channel buttons.You can also follow us on X, Bluesky, Facebook or LinkedIn.And if you’re a company, fund or investment trust, and you’d like to get your voice heard on the podcast, here’s your chance. Just email us at [email protected] and we’ll do the rest.

Send us Fan MailIn our latest podcast, Sharesify’s James Crux, Ian Conway and a croaky Steven Frazer spin through a busy and bumpy market so far this week. Ian puts us in the loop with UK market falls. He tells us which is Europe’s big loser so far. But it’s Asia that is really hurting. In fact, South Korea’s Kospi Index crashed to its biggest one-day fall.Steve puts some meat on the bones as the Straits of Hormuz close. He explains where else oil jitters are getting investors antsy. Meanwhile, central banks are also on the spot. They are facing big rate calls over the coming weeks and months. That’s because they must balance inflationary pressures from oil spikes against potential economic slowdowns.‘Peak’ GreggsJames then draws us into ‘peak’ Greggs (GRG) following solid results from the bakery chain. The FTSE 100’s most shorted stock turns to defensives (‘vegan sausgae roll’ index anyone?).There’s FTSE 100 changes, where real estate investment trust, or Reit, Tritax Big Box (BBOX) becomes a record 7th trust in the blue-chip index. Ian explains why its focus on core infrastructure assets (automated warehouses, data centres etc) set it aside from other Reits.The talk takes a gloomy turn as housebuilder Vistry (VTY) gets pummelled amid a buyback pause. Ian sees little reason to expect a sector upturn anytime soon. Additionally, he has recently written a feature on the wider topic of buybacks and if they add value.Broadcom debtThere’s also a quick spin through big reports this week on both sides of the pond – Adidas (ADS), Target (TGT), Kroger (KR), Gap (GAP), plus AI growth machine Broadcom (AVGO) afer the bell this evening (9.30pm UK time approx). Steve flags why gearing (net debt to assets) will be worth watching beyond growth and guidance.And a date for your diaries, Steve reminds us, with Winterflood making aguest podcast appearance next Wednesday (11 March). At that time, the chaps will be talking through the investment trust landscape.If you want to get involved, email us your thoughts, suggestions and questions at [email protected]. For those tuning in via YouTube directly, please remember to click Like and subscribe to our channel.You can also follow us on X, Bluesky, Facebook or LinkedIn.And if you’re a company, fund or investment trust, and you’d like to get your voice heard on the podcast, here’s your chance. Just email us at [email protected] and we’ll do the rest.Disclaimer: This content is for information only and is not investment advice. Always do your own research before investing. Click here to see full disclaimer.

Send us Fan MailIn our latest podcast, Sharesify’s James Crux, Steven Frazer and Ian Conway talk blowout earnings from Nvidia (NVDA) and hiked guidance, but a puzzling big fat meh! from the markets. James gives us a quick wrap of what the markets have been doing, and the chaps chat through results highlights, and lowlights and what to watch out for next week.Ian talks through figures from London Stock Exchange (LSEG), and flags former ads giant WPP (WPP), firmly in turnaround mode (again!) after hitting 29-year lows, but now with a CEO who seems to have a proper plan in place.Steve runs through Broadcom (AVGO) and Dell (DELL), and how memory chip pricing is something to watch.Another week, another investment trust under the cosh as Impax Environmental (IEM) faces an existential crisis as activist Saba throws the trust under the bus. It appears to be a real blow, argues Ian, given Impax’s great track record. Staying with trusts, the hugely popular JPMorgan Global Growth & Income (JGGI) is set to report next week, as will the lesser-know Law Debenture (LWDB), a trust with a genuine twist.Greggs (GRG) is also incoming next week, a surprise leader of the UK’s most shorted stocks (read Ian’s feature here), while across the pond eyes will be fixed on cybersecurity firm CrowdStrike (CRWD) in the wake of Palo Alto’s (PANW) soft guidance read last week.There’s lots more than chaps chew through too. So if you want to get involved, email us your thoughts, suggestions and questions at [email protected]. For those tuning in via YouTube directly, please remember to click Like and subscribe to our channel.You can also follow us on X, Bluesky, Facebook or LinkedIn.And if you’re a company, fund or investment trust, and you’d like to get your voice heard on the podcast, here’s your chance. Just email us at [email protected] and we’ll do the rest.Disclaimer: This content is for information only and is not investment advice. Always do your own research before investing. Click here to see full disclaimer.

Send us Fan MailIn our latest podcast, Sharesify’s Steven Frazer, Ian Conway and James Crux talk AI doom, Guinness and tequila sales at Diageo (DGE). They also discuss a shrinking investment trust sector and loads more.Steve kicks us off with a look at Citrini Research’s bleak AI future. He discusses why markets are so worried, and what the impacts might be. Furthermore, he flags Sharesify’s feature on the topic, plus IBM’s (IBM) worst daily decline in 25 years. James talks us through Diageo’s recent report and the cuts to guidance. He also notes a dividend slashed as CEO ‘Drastic Dave’ Lewis tries to push recovery.The chaps then turn to a shrinking investment trusts space as Smithson (SSON) shareholders vote through its switch from trust to open-ended fund. There are huge implications as more than half of shareholders head for the exit door. There’s also the merger of two BlackRock trusts. Additionally, they ponder if it might tie co-manager Dan Whitestone’s hands.Nvidia, LSE and RollsThere’s a brief wrap of Ian and Steve’s recent discussion with Share Soc’s Mark Northway, which proved interesting and surprisingly is equal measures (tune in here). They talk through trust mergers, trust-to-OEIC shifts and the age-old debate around buybacks or dividends.A quick chat about why guidance is so important, then results worth watching later this week. AI chip champ Nvidia (NVDA) is set to ignite the excitement touchpaper after the bell this evening. There’s also London Stock Exchange (LSEG). Meanwhile, Tate & Lyle (TATE) and the upgrade cycle at Genus (GNS) are likely to grab James’ attention. Before the near-three-time FTSE 100 best performer Rolls-Royce (RR.) reports Thursday.All this and more. So if you want to get involved, email us your thoughts, suggestions and questions at [email protected]. For those tuning in via YouTube directly, please remember to click Like and subscribe to our channel.You can also follow us on X, Bluesky, Facebook or LinkedIn.And if you’re a company, fund or investment trust, and you’d like to get your voice heard on the podcast, here’s your chance. Just email us at [email protected] and we’ll do the rest.

Send us Fan MailIn our latest podcast, Sharesify’s Steven Frazer and Ian Conway are delighted to welcome our very first guest, Mark Northway of ShareSoc. Mark is a board member of the retail investor advocate organisation. Previously, he was its chairman from April 2016 to December 2021.Mark gives us the elevator pitch as to what ShareSoc is and its objectives. Then he discusses investment trust mergers and the ongoing campaign by activist Saba. We talk through whether Saba is acting as a force for good for investors. Alternatively, we consider if it is becoming a big distraction for trust managers.Mark explains why recent voting at Edinburgh Worldwide (EWI) was a bit worrying. He also explains why such votes are crucial for retail investors.The chaps talk through trust mergers and touch on share buybacks and dividends. This is a topic that clearly needs more time to cover. They also discuss if Smithson Investment Trust’s (SSON) planned switch to an open-ended investment company makes sense. Furthermore, they consider if it opens the door to a wider shift for many trusts in future. If you want to get involved, email us your thoughts, suggestions and questions at [email protected]. For those tuning in via YouTube directly, please remember to click Like and subscribe to our channel.You can also follow us on X, Bluesky, Facebook or LinkedIn.And if you’re a company, fund or investment trust, and you’d like to get your voice heard on the podcast, here’s your chance. Just email us at [email protected] and we’ll do the rest.

Send us Fan MailIn our latest podcast, Sharesify’s Steven Frazer, Ian Conway and James Crux discuss an interesting week on UK and overseas markets. There are more investment trusts merging – BlackRock Throgmorton (THRG) and BlackRock Smaller Companies (BRSC). They also discuss what activist Elliott Investment Management wants London Stock Exchange (LSEG) to change. In addition, Nvidia (NVDA) earnings are coming in hot next week.As investors rethink US large cap exposure, Ian flags where some of the money is heading. James talks us through emerging markets trusts that are pulling in fresh capital. This includes Templeton Emerging Markets (TEM), Schroder AsiaPacific Fund (SDP), and Fidelity Emerging Markets (FEML).Also on the agenda, Ian and Steve talk through share buybacks being pulled, and how that’s upsetting investors. There is also a quick look at three-year superstar stock Rolls-Royce (RR.), with results incoming next week.All this and more. So if you want to get involved, email us your thoughts, suggestions and questions at [email protected]. For those tuning in via YouTube directly, please remember to click Like and subscribe to our channel.You can also follow us on X, Bluesky, Facebook or LinkedIn.And if you’re a company, fund or investment trust, and you’d like to get your voice heard on the podcast, here’s your chance. Just email us at [email protected] and we’ll do the rest.

Send us Fan MailIn our latest podcast, Sharesify’s Steven Frazer, Ian Conway and James Crux discuss a rampant week for Raspberry Pi (RPI) – the stock has surged 50%+ this week… what’s going on? Steve and Ian provide answers. In our latest podcast, Sharesify’s Steven Frazer, Ian Conway and James Crux discuss a rampant week for Raspberry Pi (RPI) – the stock has surged 50%+ this week… what’s going on? Steve and Ian provide answers.Also on the agenda, James introduces listeners to Applied Nutrition (APN), what it is and why it’s gaining traction with investors, and there’s an update on what ‘The Sage of Omaha‘ has been doing, or his operational people now largely running the sow at Berkshire Hathaway (BRK).Ian then talks through ‘mini Melrose’ Rosebank Industries (ROSE), its latest cash call and why the stock has struggled to live up to previously high hopes.Steve flags a recent US IPO that might be another Ashtead (AHT) in the making, James talks defence firm BAE (BA), while Ian draws attention to an interesting spin on the property Reit… Custodian Property Income (CREI).All this and more. So if you want to get involved, email us your thoughts, suggestions and questions at [email protected]. For those tuning in via YouTube directly, please remember to click Like and subscribe to our channel.You can also follow us on X, Bluesky, Facebook or LinkedIn.And if you’re a company, fund or investment trust, and you’d like to get your voice heard on the podcast, here’s your chance. Just email us at [email protected] and we’ll do the rest.

Send us Fan MailIn our latest podcast, Sharesify’s Steven Frazer, Ian Conway and James Crux discuss market mood dominated by AI, bonds, the AIC/Saba punch-up, why £10bn for Schroders is too cheap, and a heavy metal week incoming...

Send us Fan MailIn our latest podcast, Sharesify’s Steven Frazer, Ian Conway and James Crux open with Winter Olympics talk and news from ‘down The Lane’, and why Steve think’s rock band Stealers Wheels is appropriate. James then unwraps a couple of results from UK small caps Ramsdens (RFX) – not the chippy! – and PZ Cussons (PZC).The chaps then chat through London Stock Exchange (LSEG) news after its recent sell-off, and ponder what activist investor Elliott might be up to with its stake build. Ian walks us through, before moving on to the buybacks at back-off at BP (BP.) and TotalEnergies (TTE), with Shell (SHEL) about to report.James and Ian talk patchy performance at Finsbury Growth & Income (FGT) trust, before Ian recaps UK housebuilders, and why there’s still no sign of a bottom. Steve wraps up some hot stocks across the pond in cybersecurity and AI infrastructure, there are warning signs for the wealth management industry, and Alphabet’s (GOOG) rare 100-year bond, and what is means for investors.All this and more. So if you want to get involved, email us your thoughts, suggestions and questions at [email protected]. For those tuning in via YouTube directly, please remember to subscribe to our channel.You can also follow us on X, Bluesky, Facebook or LinkedIn.And if you’re a company, fund or investment trust, and you’d like to get your voice heard on the podcast, here’s your chance. Just email us at [email protected] and we’ll do the rest.

Send us Fan MailIn our latest podcast, Sharesify’s Steven Frazer and James Crux reflect on a bumpy old week for major #stockmarket (AMZN) and #google  (GOOG).Steve reveals the staggering combined cost that major firms expect to lavish on AI capex wars this year,James then discusses #Citroen, #fiat and Chrysler car maker #stellantis  (STLAM), following the company’s massive €22 billion asset write-down, and how that will impact #income seekers particularly badly.James also reveals the diverging paths of weight-loss drug giants Eli Lilly (LLY) and Novo Nordisk (NOVO-B), as one loses the market cap pounds, while the other gains.The chaps the spin through what’s coming next week, with consumers firmly in the picture as #brand  giants like #Coca-Cola (KO) and #McDonald’s (MCD) report.AI/data centre infrastructure will remain firmly in the frame to, Steve reveals, while James explains why once popular #fund manager Nick Train will be nervously number checking a couple of reporting companies.All this and more, so if you want to get involved, email us your thoughts, suggestions and questions at [email protected], and those tuning in via YouTube directly, please remember to subscribe to our channel.You can also follow us on X, Bluesky, Facebook or LinkedIn.And if you’re a company, fund or investment trust, and you’d like to get your voice heard on the podcast, here’s your chance. Just email us at [email protected] and we’ll do the rest.

Send us Fan MailOn our latest podcast, Sharesify’s Steven Frazer and Ian Conway are joined by long-time friend and colleague James Crux, the latest member of the Sharesify team. The chaps kick-off with a quick spin through Elon Musk’s faster than speeding bullet SpaceX/xAI merger. On Friday it was speculation, by Monday the deal was signed and sealed, although what this might mean for Tesla remains to be seen.Markets have found a more stable footing after a bumpy week or so, pepped up by more firm earnings both over here and across the pond, with AI darling Palantir (PLTR) catching Steve’s eye, while Ian flags Plus500’s (PLUS) new love of prediction markets.There are results from Filtronic (FTC) to chat through, Disney’s (DIS) damp showing at the House of Mouse, while James talks Irn Bru fizzy pop, consumer goods and more. He also touches base with trusts trading at a premium to NAV, something of a rarity in recent years.We have big tech earnings incoming with chip firm Advanced Micro Devices (AMD) this evening, Alphabet (GOOG) and Amazon (AMZN) after the close Weds and Thurs. And there’s more bits and pieces, so join the Sharesify team in our casual chat through stocks, funds, investment trusts, the market mood and all things investing.If you want to get involved, email us your thoughts, suggestions and questions at [email protected]. You can also follow us on X, Bluesky, Facebook or LinkedIn.And if you’re a company, fund or investment trust, and you’d like to get your voice heard on the podcast, here’s your chance. Just email us at [email protected] and we’ll do the rest. #investing , #stockmarket , #financepodcast #marketnews #stocks, #earningsseason, #bigtech , #aistocks , #ukinvesting , #wealthbuilding

Send us Fan MailIn our latest podcast, Sharesify’s Steven Frazer and Ian Conway start macro, with word that former Fed governor Kevin Warsh will replace Jerome owell as Fed head… Ian steers investors through the talking points. The chaps discuss a largely positive week for markets, but a real mixed bag from big tech.You can spin through our thoughts on Microsoft (MSFT), Meta Platforms (META) and Apple (AAPL) by clicking the company names. Talking of knockout names, Steven and Ian discuss exciting IPO news, with market gossip rife with talk of SpaceX and OpenAI possibly pulling the trigger later this year.Ian has something to say about private equity investment trust 3i (III), and the chaps spin through what’s coming next week, including some big favourites of Terry Smith’s Fundsmith Equity. And there’s more bits and pieces, so join the Sharesify team in our casual chat through stocks, funds, investment trusts, the market mood and all things investing.If you want to get involved, email us your thoughts, suggestions and questions at [email protected]. You can also follow us on X, Bluesky, Facebook or LinkedIn.And if you’re a company, fund or investment trust, and you’d like to get your voice heard on the podcast, here’s your chance. Just email us at [email protected] and we’ll do the rest.

Send us Fan MailOn our latest podcast, Sharesify’s Steven Frazer and Ian Conway talk markets at record highs (or very near), with the FTSE 100, S&P 500, Nasdaq Composite and Eurostoxx 600 on a 2026 rampage. But, as Ian explains, there are puzzling elements to watch, with various economic data points not seemingly tallying with investor hubris. Record gold for one, as the precious metal safe-haven blasts through $5,300 for the first time ever on Wednesday, making it a 23% gold rush rallying already in 2026. Steven and Ian then move on to crucial earning incoming this evening, when $10 trillion+ of big tech posts earnings, kicking off with Microsoft (MSFT), Meta Platforms (META) and Tesla (TSLA) after the Wall Street close this evening (about 9.30pm UK time). There's iPhones giant Apple (AAPL) to watch for tomorrow after-hours too. We have already had a raft of largely positive earnings reports this quarter, and plenty of solid numbers in the UK and Europe too, but the guys also flag others being put through the wringer by markets as soft guidance spooks investors. And there’s more bits and pieces, so join the Sharesify team in our casual chat through stocks, funds, investment trusts, the market mood and all things investing.If you want to get involved, email us your thoughts, suggestions and questions at [email protected]. You can also follow us on X, Bluesky, Facebook or LinkedIn.And if you’re a company, fund or investment trust, and you’d like to get your voice heard on the podcast, here’s your chance. Just email us at [email protected] and we’ll do the rest.

Send us Fan MailIn our latest podcast, Sharesify’s Steven Frazer and Ian Conway try to make sense of a bumpy old week for major global stock markets following some classic TACO trade stuff. Are investors taking a bit of risk off the table and chasing defensives as volatility creeps in? Find out what the chaps think, with an eye on Proctor & Gamble (PG) stock, and why investors don't only react to published numbers.Steven then discusses chipmaker Intel (INTC), one of Wall Street's stars over the past year, but not now. Is this a reality check for investors after a stunning H2 2025 revival, and can the tech giant pick up the slack as major chip manufacturers TSMC (TSM) and Samsung (BC94) struggle to meet soaring demand.The guys then cast a glance at next week's mega-tech earnings, when MIcrosoft (MSFT), Meta Platforms (META), Tesla (TSLA) - all afer the close Tuesday, and Apple (AAPL) and Amazon (AMZN) - after-hours Wednesday, will have investors all over the world in tenterhooks. Steven and Ian flag other big earnings next week in the defence space, while over here, Sage (SGE) numbers next TUesday will be of particular interest to Finsbury Growth & Income Trust (FGT) and Nick Train... Ian explains. And there's more bits and pieces, so join the Sharesify team in our casual chat through stocks, funds, investment trusts, the market mood and all things investing.If you want to get involved, email us your thoughts, suggestions and questions at [email protected]. You can also follow us on X, Bluesky, Facebook or LinkedIn.And if you’re a company, fund or investment trust, and you’d like to get your voice heard on the podcast, here’s your chance. Just email us at [email protected] and we’ll do the rest.

Send us Fan Mailon our latest podcast, Sharesify’s Steven Frazer and Ian Conway get to grips with a big sell-off over the US. They explain how Trump's Greenland land grab is dragging on investor confidence, and why events are setting the gold price alight. The chaps also explain why UK markets have remained more robust.Steven and Ian then talk through some of the UK company announcements that have caught their eye - dual-listed Wise (WISE), Anpario (ANP), Ashtead Technology (AT.), DFS (DFS), Currys (CURY), JD Wetherspoon (JDW), Gear4Music (G4M), Experian (EXPN), and why the latter will interest Finsbury Growth & Income (FGT) investors - before moving on to upcoming figures from Sage.The guys then cast a glance at more big earnings reports incoming from across the pond, including credit cards giant Visa (V) and the storming revival at Intel (INTC). So, join the Sharesify team in our casual chat through stocks, funds, investment trusts, the market mood and all things investing.If you want to get involved, email us your thoughts, suggestions and questions at [email protected]. You can also follow us on X, Bluesky, Facebook or LinkedIn.And if you’re a company, fund or investment trust, and you’d like to get your voice heard on the podcast, here’s your chance. Just email us at [email protected] and we’ll do the rest.

Send us Fan MailSteven talks through some mouth-watering IPOs that could appear this year – think Elon Musk’s SpaceX, exciting AI brianbox Anthropic, and perhaps Sam Altman’s genius ChatGPT creator OpenAI.The chaps chat through some big earnings calls next week – Intel (INTC), Netflix (NFLX), Proctor & Gamble (PG) on Wall Street – the latter of which could have interesting implications for London’s Unilever (ULVR), now that its spun-off its Magnum Ice Cream (MICC) business. Ian also flags why he keeps a close watch on Freeport-McMoRan (FCX), and why it’s an important economic bellwether.The chaps also point out some stocks to watch on this side of the pond, with Curry’s (CURY), Craswick (CWK), and Qinetiq (QQ.) in the frame.So, join the Sharesify team in our casual chat through stocks, funds, investment trusts, market mood and all things investing.And please get involved, email us your own thoughts, suggestions and questions at [email protected]. You can also follow us on X (@sharesify), Bluesky (@sharesifysocial.bsky.social), Facebook, or LinkedIn.

Send us Fan MailIn our latest podcast, Sharesify’s Steven Frazer and Ian Conway discuss the bubbling battle for control of Warner Bros Discovery’s valuable content catalogue, as streaming giant Netflix mulls launching an all-cash offer.The pair also delve into Apple’s bold partnership with Google’s Gemini as it attempts to narrow the AI gap with rivals.The pair then move swiftly into US banks, as the sector kicks-off US reporting season, and talk through the still gloomy clouds overhanging UK housebuilders. Steven and Ian then wrap up with recruiters, and why key stocks are trading a multi-year lows.But before any of that, Steven picks up on self-confessed petrolhead Ian’s Mini Metro rallying revelation.Join the Sharesify team in our casual chat through stocks, funds, investment trusts, market mood and all things investing.If you would like to get involved, pitch a talking point, ask a question or offer any other suggestions, please get in touch at [email protected]. You can also follow us on X (@sharesify), Bluesky (@sharesifysocial.bsky.social), Facebook, or LinkedIn.AAPLAppleApple AAPLGOOGGooglePodcast

Send us Fan MailSharesify’s Steven Frazer and Ian Conway chat about bumper sales for one retail giant, UK supermarkets, the latest developments in the investment trusts space, and look at an ominous White House threat hanging over US defence stocks.Join the Sharesify team in our casual chat through stocks, funds, investment trusts, market mood and all things investing. In this episode, Steven Frazer and his podcast partner in crime Ian Conway discuss UK supermarkets, impressive sales from a retail stalwart, and take a look at an ominous White House threat hanging over US defence stocks.The chaps also talk through the latest developments impacting the investment trust space, and flag up a few things to look out for next week.If you would like to make suggestions for discussion point, have an important point to make about your investing journey or any constructive feedback about the podcast, please email us at [email protected]

Send us Fan MailSharesify’s Steven Frazer and Ian Conway chat about FTSE 100 at 10,000, retail updates, latest on tech chips, and more.