Just Williams

It’s a bit of an epic pod this time around, both in terms of the scope of the subject matter and the breadth of the discussion. Valerie Wade is on hosting duties, with John Newsome and David Scott providing the analysis and opinion.

The starting point is the recent Local Elections in the UK, and what the catastrophic results might mean for the future of the Labour leadership, and by default the make-up and direction of the Government. From there attention turns to the ongoing situation in the Middle-East (and the impact on global fuel supplies) and whether there is any end in sight, the latest economic data coming out of China and the role that the Donald Trump and the U.S is having on all of it.

A couple of weeks on from the last Just Williams podcast but the main topic of conversation remains constant, namely the ongoing conflict in the Middle East.

Host Duncan Williams is joined by John Newsome and David Scott as they consider the implications of it becoming an extended military operation, and how it will impact on the Global Economy and the Investment Markets.

They also turn there attention to the knock-on effects for the UK economy, before reflecting on a recent (and unusual) messaging line coming from a Governor of the Bank of England.

It is very much a globally themed episode this time as Duncan, John and David discuss the ongoing turmoil in the Middle East, and dig down into the turbulence and challenge it creates in the investment sector.

They ponder the significance of the situation within the overall cycle of the markets, and try to understand how other events like the UK local elections, or the process to appoint a new Chair of the US Federal Reserve, are going to play out.

In this new episode of the Just Williams podcast we extend a warm welcome to the newest member of the team, David Scott.

Duncan Williams is on hand to take care of the introductions and in the process learn a little more about his background, and general philosophy around investment management and the markets.

All of that whilst sharing their thoughts on the impact of the evolving situation in the Middle East, and what it might mean in the longer term

As we welcome back Duncan Williams and John Newsome of Williams Investment Management for another episode of the podcast, the only story that is making the news is the economic fallout from the ongoing conflict in the Middle East.

Which means we are going to be covering the inevitable impact on the global economy, an inflationary shock and the subject of energy security.

There is also some news about a new member of the Williams team, and how he will feed into the future discourse.

Back after a short break, and straight into the economic repercussions of the conflict in the Middle East. Duncan Williams and John Newsome try to make some sense of the last few days, and what it might mean in the short, and the medium term.

They consider the immediate impact on the strength of the dollar, and whether it will be an ongoing trend, and what it might mean for the markets. They also consider why it wasn't mentioned in the Chancellor's Spring Statement (but also what was) and what it will mean for wider Government policy, particularly around the future of fossil fuel.

Finally they turn to private markets, and a couple of key updates.

After a couple of fairly epic episodes (certainly by our standards) John and Duncan are back for a more streamlined take on the latest economic and investment news.

Proceedings are more than a little influenced by what is going on in the U.S, and the Presidents pick for the Chair of the Federal Reserve, which starts a whole heap of chat about the reasons behind the pivot and how the markets may have influenced the choice.

There is a look at the volatility of trading in Silver and Precious Metals, what was learned from the recent forum in Davos, and the nagging question at the heart of Bitcoin.

A bit of a bumper episode this time around, as Duncan Williams, Val Wade and John Newsome try and make some sense of the craziness that threatens to engulf us all.

There is a lot to ponder around the recent interventions of the American President, particularly around his desire to appropriate Greenland and impress his will on the decisions of the Federal Reserve. Does any of it make any kind of sense, and has he gone too far?

There is some clarity around the performance of Silver, as it appears to be experiencing similar performance to that of Gold, and some conversation around the performance of the Pharmaceuticals market.

And there is just enough time to touch on Davos, Home Reit and the planned that David Lammy has for taxing the legal profession.

Welcome to the latest Just Williams podcast, in which Abi Ostler invites podcast regulars Duncan Williams and John Newsome to muse on the latest goings-on in the world on investment.

The theme this time is a look back at the significant moments of 2025, and what they potentially mean for the upcoming year, so be ready for lots of Geopolitical updates.

We begin at home with the recent performance of the FTSE, and then turn our attention to Venezuela, Greenland and Taiwan, and the ramifications for oil, minerals and microchips. There is a review of recent market performance and look at what is driving the value of both gold and silver.

For the last time in 2025 we drop in on the team at Williams Investment Management. And because it's the last one then it's time to look back to the market predictions that Abi, Val, John and Duncan made a year ago, to see how they got on.

As you would expect there were some bullseyes, as well as some darts that completely missed the board, all of which will be discussed and explained.

And of course it wouldn't be the festive special if we didn't have another crack, so Val, Kimi, James, John and Duncan are soon back at the oche with best guesses for next year. Pitching for glory, and attempting to get the Ally-Pally crowd to its feet. We hope you enjoy it.

Thank you for listening, and all the very best for Christmas and the New Year!