Usual topics discussed, including -

Yet more increases in central bank base rates,

Orwellian de-banking scandal - we need to check that companies we invest in are not letting ESG matters become excessive & dangerous,

Leveraged buyouts avoiding Corp Tax still?

Positive US Q2 GDP data

UK energy prices - savings not being passed on to consumers

Conflicting data on UK consumer sentiment - GfK says it's fallen, PWC says it's rising and near-normal! Who's right?

More profit warnings? HEAD, plus 2 in marketing - SFOR and TMG.

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