Carrick Espresso Podcast

Carrick Espresso Podcast

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Carrick Espresso Podcast episodes

  • 24/11/25: Market rotation, AI investment focus & strong Nvidia results

    In this week's episode of the Monday Espresso podcast, the team discuss recent events and look to the week ahead.

    These are the Multi-Asset Solutions Investment Team's views at the time of recording and should not be construed as investment advice. The opinions expressed are correct at time of recording and may be subject to change.

    Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.

    An investor may get back significantly less than they invest. Past performance is not a reliable indicator of current or future performance and should not be the sole factor considered when selecting funds.

    Marlborough ICAV is authorised and regulated by the Central Bank of Ireland (No.C186352). Registered Office: Marlborough ICAV, 88 Harcourt Street, Dublin 2, Ireland. Directors: Raymond O’Neill (Irish), Brian Farrell (Irish), Dom Clarke (British), Martin Ratcliffe (British) and Danny Knight (British).

    6 min
  • 17/11/25: AI bubble debate, US government shutdown & strong US earnings

    In this week's episode of the Monday Espresso podcast, the team discuss recent events and look to the week ahead.

    These are the Multi-Asset Solutions Investment Team's views at the time of recording and should not be construed as investment advice. The opinions expressed are correct at time of recording and may be subject to change.

    Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.

    An investor may get back significantly less than they invest. Past performance is not a reliable indicator of current or future performance and should not be the sole factor considered when selecting funds.

    Marlborough ICAV is authorised and regulated by the Central Bank of Ireland (No.C186352). Registered Office: Marlborough ICAV, 88 Harcourt Street, Dublin 2, Ireland. Directors: Raymond O’Neill (Irish), Brian Farrell (Irish), Dom Clarke (British), Martin Ratcliffe (British) and Danny Knight (British).

    9 min
  • 10/11/25: Market sell-off, UK interest rate debate & slowing China trade

    In this week's episode of the Monday Espresso podcast, the team discuss recent events and look to the week ahead.

    Sheldon MacDonald is the Chief Investment Officer of Marlborough and Nathan Sweeney is the Chief Investment Officer of the Marlborough Multi-Asset funds.

    These are the investment manager’s views at the time of recording and should not be construed as investment advice. The opinions expressed are correct at time of recording and may be subject to change.

    Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.

    An investor may get back significantly less than they invest. Past performance is not a reliable indicator of current or future performance and should not be the sole factor considered when selecting funds.

    Marlborough ICAV is authorised and regulated by the Central Bank of Ireland (No.C186352). Registered Office: Marlborough ICAV, 88 Harcourt Street, Dublin 2, Ireland. Directors: Raymond O’Neill (Irish), Brian Farrell (Irish), Dom Clarke (British), Martin Ratcliffe (British) and Danny Knight (British).

    8 min
  • 03/11/25: Fed rate cut, US–China tariffs & Magnificent Seven earnings

    In this week's episode of the Monday Espresso podcast, the team discuss recent events and look to the week ahead.

    Sheldon MacDonald is the Chief Investment Officer of Marlborough and Nathan Sweeney is the Chief Investment Officer of the Marlborough Multi-Asset funds.

    These are the investment manager’s views at the time of recording and should not be construed as investment advice. The opinions expressed are correct at time of recording and may be subject to change.

    Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.

    An investor may get back significantly less than they invest. Past performance is not a reliable indicator of current or future performance and should not be the sole factor considered when selecting funds.

    Marlborough ICAV is authorised and regulated by the Central Bank of Ireland (No.C186352). Registered Office: Marlborough ICAV, 88 Harcourt Street, Dublin 2, Ireland. Directors: Raymond O’Neill (Irish), Brian Farrell (Irish), Dom Clarke (British), Martin Ratcliffe (British) and Danny Knight (British).

    8 min
  • 27/10/25: Oil price rises, Japan’s growth agenda & Tesla earnings

    In this week's episode of the Monday Espresso podcast, the team discuss recent events and look to the week ahead.

    Sheldon MacDonald is the Chief Investment Officer of Marlborough and Nathan Sweeney is the Chief Investment Officer of the Marlborough Multi-Asset funds.

    These are the investment manager’s views at the time of recording and should not be construed as investment advice. The opinions expressed are correct at time of recording and may be subject to change.

    Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.

    An investor may get back significantly less than they invest. Past performance is not a reliable indicator of current or future performance and should not be the sole factor considered when selecting funds.

    Marlborough ICAV is authorised and regulated by the Central Bank of Ireland (No.C186352). Registered Office: Marlborough ICAV, 88 Harcourt Street, Dublin 2, Ireland. Directors: Raymond O’Neill (Irish), Brian Farrell (Irish), Dom Clarke (British), Martin Ratcliffe (British) and Danny Knight (British).

    7 min
  • 20/10/25: Regional bank jitters, trade optimism & oil price shifts

    In this week's episode of the Monday Espresso podcast, the team discuss recent events and look to the week ahead.

    Sheldon MacDonald is the Chief Investment Officer of Marlborough and Nathan Sweeney is the Chief Investment Officer of the Marlborough Multi-Asset funds.

    These are the investment manager’s views at the time of recording and should not be construed as investment advice. The opinions expressed are correct at time of recording and may be subject to change.

    Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.

    An investor may get back significantly less than they invest. Past performance is not a reliable indicator of current or future performance and should not be the sole factor considered when selecting funds.

    Marlborough ICAV is authorised and regulated by the Central Bank of Ireland (No.C186352). Registered Office: Marlborough ICAV, 88 Harcourt Street, Dublin 2, Ireland. Directors: Raymond O’Neill (Irish), Brian Farrell (Irish), Dom Clarke (British), Martin Ratcliffe (British) and Danny Knight (British).

    6 min
  • 13/10/25: Japan's new leadership boost, AI partnerships & earnings season

    In this week's episode of the Monday Espresso podcast, the team discuss recent events and look to the week ahead.

    Sheldon MacDonald is the Chief Investment Officer of Marlborough and Nathan Sweeney is the Chief Investment Officer of the Marlborough Multi-Asset funds.

    These are the investment manager’s views at the time of recording and should not be construed as investment advice. The opinions expressed are correct at time of recording and may be subject to change.

    Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.

    An investor may get back significantly less than they invest. Past performance is not a reliable indicator of current or future performance and should not be the sole factor considered when selecting funds.

    Marlborough ICAV is authorised and regulated by the Central Bank of Ireland (No.C186352). Registered Office: Marlborough ICAV, 88 Harcourt Street, Dublin 2, Ireland. Directors: Raymond O’Neill (Irish), Brian Farrell (Irish), Dom Clarke (British), Martin Ratcliffe (British) and Danny Knight (British).

    8 min
  • 06/10/25: AI optimism, healthcare tariffs & US government shutdown

    In this week's episode of the Monday Espresso podcast, the team discuss recent events and look to the week ahead.

    Sheldon MacDonald is the Chief Investment Officer of Marlborough and Nathan Sweeney is the Chief Investment Officer of the Marlborough Multi-Asset funds.

    These are the investment manager’s views at the time of recording and should not be construed as investment advice. The opinions expressed are correct at time of recording and may be subject to change.

    Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.

    An investor may get back significantly less than they invest. Past performance is not a reliable indicator of current or future performance and should not be the sole factor considered when selecting funds.

    Marlborough ICAV is authorised and regulated by the Central Bank of Ireland (No.C186352). Registered Office: Marlborough ICAV, 88 Harcourt Street, Dublin 2, Ireland. Directors: Raymond O’Neill (Irish), Brian Farrell (Irish), Dom Clarke (British), Martin Ratcliffe (British) and Danny Knight (British).

    6 min
  • 29/09/25: Bond yields rise, US tariffs return & payrolls ahead

    In this week's episode of the Monday Espresso podcast, the team discuss recent events and look to the week ahead.

    Sheldon MacDonald is the Chief Investment Officer of Marlborough and Nathan Sweeney is the Chief Investment Officer of the Marlborough Multi-Asset funds.

    These are the investment manager’s views at the time of recording and should not be construed as investment advice. The opinions expressed are correct at time of recording and may be subject to change.

    Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.

    An investor may get back significantly less than they invest. Past performance is not a reliable indicator of current or future performance and should not be the sole factor considered when selecting funds.

    Marlborough ICAV is authorised and regulated by the Central Bank of Ireland (No.C186352). Registered Office: Marlborough ICAV, 88 Harcourt Street, Dublin 2, Ireland. Directors: Raymond O’Neill (Irish), Brian Farrell (Irish), Dom Clarke (British), Martin Ratcliffe (British) and Danny Knight (British).

    8 min
  • 22/09/25: Japan policy shift, UK food inflation & Nvidia–Intel deal

    In this week's episode of the Monday Espresso podcast, the team discuss recent events and look to the week ahead.

    Sheldon MacDonald is the Chief Investment Officer of Marlborough and Nathan Sweeney is the Chief Investment Officer of the Marlborough Multi-Asset funds.

    These are the investment manager’s views at the time of recording and should not be construed as investment advice. The opinions expressed are correct at time of recording and may be subject to change.

    Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed.

    An investor may get back significantly less than they invest. Past performance is not a reliable indicator of current or future performance and should not be the sole factor considered when selecting funds.

    Marlborough ICAV is authorised and regulated by the Central Bank of Ireland (No.C186352). Registered Office: Marlborough ICAV, 88 Harcourt Street, Dublin 2, Ireland. Directors: Raymond O’Neill (Irish), Brian Farrell (Irish), Dom Clarke (British), Martin Ratcliffe (British) and Danny Knight (British).

    9 min

About Carrick Espresso Podcast

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The Carrick Espresso is your essential five-minute investment briefing, equipping you with everything you need to know for the week ahead. Marlborough's Multi-Asset Solutions Investment Team summarise…