This week’s podcast chats about the market reaction to Apple’s foray into headsets, why British American Tobacco is not firing on all cylinders, and the well-known name buying a stake in gambling group 888.
Dan Coatsworth talks about how you can get more than 5% interest on cash and how that compares with UK stocks. He also speaks with Nigel Newton, CEO of Bloomsbury Publishing, about how the pandemic book boom has not faded away.
Danni Hewson explores the big crackdown on crypto exchanges by US regulators and the cyber breach that’s impacting businesses from British Airways to the BBC.
She also talks with Dan about good and bad news from the construction and housebuilding sectors.

Reaction to Apple’s headset launch, 5% cash interest versus equity dividends, and how Bloomsbury Publishing is in a sweet spot

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It’s happened again: GameStop, AMC and other titans of the pandemic meme stock craze have soared on the stock market. Dan Coatsworth explains why we’re seeing the phenomenon play out once more, and how it was triggered by a single picture of a person sitting in a chair.
The ban on UK energy firms offering cheaper deals to new customers could be scrapped from October as the regulator is eager to revive competition between suppliers. That means people will be soon be able to shop around for better gas and electricity deals – something that is also good news for a certain stock on the London market, as Dan reveals on the podcast.
Danni Hewson explores the rise of ultra-long mortgages and why many people might still be paying off their home loan as they enter retirement.
AJ Bell’s Rachel Vahey is on the show to explain why some people have to pay emergency tax on an ad-hoc lump sum pension withdrawals.
You can also hear a great interview with Situl Jobanputra from London’s West End property giant Shaftesbury Capital, and sparkling chat between Danni and Dan about diamonds, scandals in the mining industry and why Burberry is firmly out of fashion.

Meme stock revival, better deals for gas and electricity, and concerns around ultra-long mortgages

On this week’s podcast we’ll be bringing you all the latest market news, from Disney to Wetherspoons through to Apple, as well as an update on the housing market – and the outlook for house prices for the rest of the year.
We’ve also had figures this week that showed that 300,000 people filed their tax return early – and we’ll look at why you might want to join those eager beavers.
There are three fund manager interviews this week. First up is AJ Bell’s head of investments solutions James Flintoft, who talks about what’s going on in certain geographies and how AJ Bell’s funds performed in the first quarter of the year. Next is Paul Angell, AJ Bell’s head of investment research, talking about the outlook for bonds. The final interview is with Rob Crayfourd and Keith Watson, who co-manage three funds: CQS Natural Resources Growth and Income, Geiger Counter, and Golden Prospect, to explain three of the key commodities produced by miners on the stock market.

Disney, Wetherspoons, Apple, housing outlook and mining opportunities

It’s bonus podcast time: welcome to episode four of the AJ Bell investment trust show.
We discuss a range of topics with investment experts and fund managers. Each episode debates some of the most popular trusts with retail investors, the big topics that matter, and a little bit of educational material to get listeners up to speed. This episode focuses on governance, finding bargains and private equity.
One of the differences between traditional funds and investment trusts is the latter have a board of directors. They’re meant to keep a check on what the manager is doing and uphold high levels of corporate governance but that doesn’t always happen. Laith Khalaf talks to James Carthew from research group QuotedData about what the board should really be doing.
We’ve had some requests to look at Ruffer Investment Company so Tom Sieber and Martin Gamble from Shares magazine join us on the podcast to talk about this investment trust and the broader capital preservation space.
Migo Opportunities Trust knows a thing or two about how to find bargains among investment trusts so we invited co-manager Charlotte Cuthbertson to explain what trends and opportunities she’s seeing at the moment.
To round things off, we take a look at the world of private equity because the UK financial regulator has got a bee in its bonnet about a few things in the industry. Joining Dan Coatsworth to talk about what the FCA is reviewing is Alan Gauld from Patria Private Equity Trust.

Investment trust show #4. Finding bargains, role of the board, Ruffer deep-dive and why the regulator is looking at private equity

On this week’s episode of the AJ Bell Money & Markets podcast, Danni Hewson and Charlene Young deliver a jam-packed episode for you peppered with that optimism after the FTSE 100 smashed new records and ended the month up once again while Wall Street struggled against rate cut blues.
They discuss reaction to the latest Fed decision, the big consumer names like Starbucks and Yum! Brands feeling the inflation blowback, and AI-charged stocks Amazon, Alphabet and Microsoft.
Dan Coatsworth has done a very timely interview with JP Morgan Claverhouse fund manager Callum Abbot on the good and the bad of the UK stock market.
With mortgage approvals hitting an 18-month high last month, Danni quizzes David Hollingworth from L&C Mortgages about what he’s seeing in the market.

FTSE keeps fizzing despite Fed rate stall, and why HMRC is paying back a record amount for overcharging on pension withdrawals

We’ve got some good news from the UK stock market. Danni Hewson chats about how the FTSE 100 has hit a new record high and the drivers behind it. She also talks with Dan Coatsworth about the latest developments from key companies both sides of the Atlantic.
The pair discuss Tesla’s surprise announcement, Pepsi’s trading-down problem, JD Sports aiming to generate 40% of sales from the US, and an activist investor snapping up bonds in troubled utility company Thames Water.
You can hear about an alarming number of adults still living with their parents in their 30s and what the property industry wants the government to do to help first-time buyers get on the property ladder.
Dan discusses the disappearance of generous cash incentives to switch bank account and the surge in people switching credit card deals.
Finally, Tom Sieber and Ian Conway from Shares magazine get under the bonnet of Associated British Foods and how there is a lot more to the business than its retail arm, Primark.

Reaction to Apple’s headset launch, 5% cash interest versus equity dividends, and how Bloomsbury Publishing is in a sweet spot

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