Donald Trump has passed his 100-days-in-office milestone with plenty of shock and awe bullets coming from the Oval Office. Has his administration boosted the world’s largest economy? Perhaps the truth is being reflected in the behaviour of the bond markets.

In this podcast with financial economist Victor Hill and Master Investor’s Sarah Lowther, the pair discuss Trump, how the sidelining of Elon Musk has been good news for Tesla shareholders and wider geopolitics including the calm diplomacy of world leaders attending the funeral of Pope Francis.

Equally symbolic, Hill reflects, is Charles III's opening of the new Canadian parliament.

As politics is played out in real time, Victor also discusses on what is determining the gold, oil and cryptocurrency markets and what market watchers and the curious should be mindful of in terms of UK political manoeuvres and global events of consequence.

For more investment and economics analysis plus inspiration please visit our website masterinvestor.co.uk. 

Wednesday, 9 April 2025, saw the U.S. impose a 104% tariff on China. Beijing retaliated and raised its levy on U.S. imports to 84%. Will this tit for tat erode globalisation, or had the world trade model started unravelling years before Trump took office the first time round?

Financial economist Victor Hill talks to Sarah Lowther about the end-of-life psychology driving Donald Trump's executive orders and how equities aren't in the dire straits some commentators would have investors believe.

Victor compares Trump's actions to the Nixon Shock of 1971 and argues that while tariffs could generate significant revenue, they could also lead to increased inflation and a potential recession. As usual there's a silver lining and threads of optimism as Victor concludes that despite market volatility, long-term US Treasury yields and safe-haven assets like gold and the Japanese Yen are showing resilience.

For more investment and economics analysis plus inspiration please visit our website masterinvestor.co.uk. 

Global Markets: What’s Next? A Deep Dive into Macroeconomics, Markets & Future-Proof Investment Ideas.

Join Wilfred Frost, renowned News Anchor at Sky News, in conversation with legendary investor and entrepreneur Jim Mellon at the Master Investor Show 2025. In this exclusive interview, Jim shares his sharp insights on the state of the US economy, upcoming political and market shifts, and how these developments are set to impact investors globally.

They also explore emerging opportunities across asset classes and regions—from biotech to AI to alternative assets—offering actionable ideas and foresight into what the next big investment themes could be.

Donald Trump's 'new world order' may sound like a dystopian nightmare, but what impact are his flurry of executive orders and tariff policies having on the sleepless across the globe?

Financial economist Victor Hill shares his insights with Master Investor's Sarah Lowther about how the U.S. President's administration is diminishing stock market performance and economic projections while cosying up to The Kremlin.

Hill talks about 'Trump Whisperer' Keir Starmer and how the U.K. Prime Minister, his Chancellor of the Exchequer Rachel Reeves and Climate Change minister Ed Milliband are in precarious positions unlike Wes Streeting who is revolutionising the NHS with AI and data-led initiatives.

No podcast is complete without an honourable Elon Musk mention and Hill outlines how the armies and mining geologists of the future may be transported to their destinations in Musk's SpaceX fleet.

For more investment and economics analysis plus inspiration please visit our website masterinvestor.co.uk. 

Financial economist Victor Hill dissects the flurry of executive orders that have defined the first few weeks of Donald Trump's second Presidential term. Is he instigating a trade war or re-opening global negotiations of the past?

In this talk with Master Investor's Sarah Lowther, Victor makes a prediction about the conflict in Ukraine and explains why Elon Musk views the upcoming election in Germany as "the most consequential European election since the war".

The United Kingdom's fiscal situation is laid bare as is the fate of the 'Tech Bros' with some commentators foreshadowing the 'twilight of the U.S.'s tech oligarchs'.

For more investment and economics analysis plus inspiration please visit our website masterinvestor.co.uk. 

2025 heralds the second Trump administration predicted to be transactional and strategic, but will it result in ceasefires relating to wars and economic inertia?

In this lookahead to 2025, financial economist Victor Hill discusses the global outlook through the lenses of politics, financial markets and the evolution of Muskonomics as the billionaire is used as a litmus test for the EV revolution in China.

In this conversation with Master Investor's Sarah Lowther he also delves into the U.K. economic landscape and discusses if there's a sequel to Rachel Reeves' Autumn budget and whether she'll release her fiscal corset.

For more investment and economics analysis plus inspiration please visit our website masterinvestor.co.uk. 

Greg Bailey, Co-founder and Executive Chairman at Juvenescence, joins Phil Newman for a chat at Investing in the Age of Longevity 2024. Highlighting 2025 as an inflection point for both Juvenescence and the industry as a whole, Greg outlines some of his company's assets as well as the progress made with getting therapeutics into clinical trials. He also looks back at the longevity investment marketplace, and why now is a golden opportunity for investors to get onboard. Summarising Juvenescence's approach as a mix of business models, Greg shares his view on the potential provided by the consumer marketplace. 

For more investment and economics analysis plus inspiration please visit our website masterinvestor.co.uk. 

Kevin Slawin, M.D., Founder and CEO at Eos SENOLYTIX, Greg Bailey, Co-founder and Executive Chairman at Juvenescence, Deepankar (Deep) Nayak, CEO at Deep Longevity, and Dr. Emil Kendziorra, Founder and CEO at Tomorrow Bio, join Phil Newman for a panel discussion at Investing in the Age of Longevity 2024. In their chat, participants answer questions from the audience, and share their views on the envisaged timeline for blockbuster aging therapeutics, as well as realistic overall life span expectations.

For more investment and economics analysis plus inspiration please visit our website masterinvestor.co.uk. 

Invest. Invest. Invest. Taxation. Taxation. Taxation. Is this the mantra and the reality of the Labour government's first budget in almost fourteen years?

Financial economist Victor Hill explains whether the current economic climate and the new Chancellor's measures will reanimate growth in the UK against the country's debt to GDP ratio of over 100%.

Hill calculates that by the end of the decade, the U.K. will still be rumbling along with a growth rate of around 1.2 to 1.4% which he says is not disastrous. What may put a spanner in the works for UK exporters though is another Trump presidency which has a fondness for tariffs on non-US made products.

While Rachel Reeves' budget is still being scrutinised, Hill says the market expects more details to come about the measures and headline statements. The Bank of England has capitulated on its interest rate predictions before and time will tell if Reeves, as a former Bank of England economist, will do the same.

For more investment and economics analysis plus inspiration please visit our website masterinvestor.co.uk. 

Brusk Korkmaz is keen to stress that the company he started in his spare bedroom 16 years ago is very much the shareholders company now.

The business is Hercules Site Services (LON:HERC) and since 2008 the tech enabled construction company has grown every year with the exception of the year when Covid impacted businesses globally.

Korkmaz is delighted with the recent financial milestone the business has achieved – that of the anticipated £105 million turnover for FY24 which is well ahead of market expectations.

"We can confidently say that we are well placed to continue growing organically each year," says Korkmaz.

Hercules supplies both labour and white collar staff to blue chip clients in the infrastructure and construction sectors. It also has a construction services division where it takes on civil projects in the water industry and has a much-used excavator hire service solution.

Significantly it has novel and modern methods for recruitment. It opened its Construction Academy at the beginning of the year to upskill existing and train up new entrants and has a recruitment app which alerts workers to available opportunities.

With some £775 billion earmarked for investment in the infrastructure and construction sectors over the next 10 plus years, Hercules is positioning itself for opportunity and to help it grow organically and by acquisition it has successfully raised £8 million for that purpose.

For more investment and economics analysis plus inspiration please visit our website masterinvestor.co.uk.