In this insightful conversation with Humphrey Percy, we explore the evolving role of the US dollar as the world’s reserve currency amidst growing global uncertainties. From historical financial crises to modern geopolitical moves, the discussion highlights why the euro may gain traction, how oil and gold factor into monetary dynamics, and whether central banks are prepared for the shifts ahead. A must-watch for those interested in macroeconomics, forex, and the future of global finance.

CFD trading involves a high level of risk. 85.24% of retail investors lose money.

In this episode of Talking Markets, Michael Wilson and David Buik are joined by Simon Nixon of Wealth of Nations (https://nixons.substack.com/) to unpack the economic impact of Trump-era tariffs, market volatility, and the evolving U.S.–China trade landscape. The trio dives into Fed independence, inflation risks, global investment flows, and the political theater behind economic policy. Plus, hear Nixon’s take on Bitcoin’s role in a shifting financial world. A must-watch for serious investors and policy watchers alike.

CFD trading involves a high level of risk. 85.24% of retail investors lose money.

In this episode of Talking Markets, veteran broadcaster Michael Wilson and financial expert David Buik are joined by Lord Michael Spencer—one of the most influential figures in the City of London. Together, they dissect the impact of Trump’s unpredictable tariff strategy, the global market instability it’s triggering, and why traditional investment playbooks are breaking down.

From recession fears to the gold rally and questions over the Fed's independence, this conversation delivers sharp insights into a world of self-inflicted economic turbulence. Discover where investors might turn next—and what the future holds for global markets.

CFD trading involves a high level of risk. 85.24% of retail investors lose money.

In this episode of Talking Markets, Lord Jim O’Neill shares his insights on financial markets, global economic shifts, and political leadership. He discusses the surprising optimism surrounding market performance, the impact of Trump’s policies, and the potential consequences of dismantling the postwar economic system.

O’Neill reflects on the challenges of globalization, questioning whether certain economic remedies may ultimately harm those they aim to help. He also delves into investment strategies, emphasizing the importance of leadership, adaptability, and long-term vision in successful businesses. From startups to major asset management trends, he explores the delicate balance between risk and innovation in today’s economy.

CFD trading involves a high level of risk. 85.24% of retail investors lose money.

In this episode of Talking Markets, we dive into the high-turnover investment strategy that sets Nutshell Asset Management apart. Our guest Mark Ellis, a seasoned trader and fund manager, explains how an active, data-driven approach helps them maximize returns while staying nimble in global markets.

Learn how Nutshell's trading decisions add value, why turnover isn’t always a bad thing, and how they leverage closing auctions for optimal pricing. Whether you're an investor or just curious about modern fund management, this discussion provides unique insights into a fast-paced, dynamic approach to the markets.

CFD trading involves a high level of risk. 82.12% of retail investors lose money.

Volatility is shaking up the markets, but is it really anything new? Economist and Blonde Money CEO Helen Thomas joins Talking Markets to break down the biggest financial and political trends shaping the investment landscape. From Trump’s bold economic moves to Musk’s impact on Tesla and the AI boom, we dive deep into what investors need to know. Plus, we discuss global defense spending, shifting market dynamics, and whether the "Magnificent 7" stocks are losing their shine.

CFD trading involves a high level of risk. 82.12% of retail investors lose money.

In this episode, we dive into the state of the markets, global economic uncertainty, and key investment strategies for volatile times. We discuss Trump’s impact on the economy, China’s aggressive market expansion, and why some investors are seeing opportunities despite the chaos. Are these the moments to buy back in? Tune in to find out!

CFD trading involves a high level of risk. 82.12% of retail investors lose money.

For today's episode of Talking Markets we welcome back Charles Newsom, Investment Director of Rahtbones.

Speaking with host David Buik they discuss the poker game of tariffs that Donald Trump is playing, Elon Musk's role in government, as well as the impact of AI on the stock market. They also go over the performance of the banking sector and discuss the prospects of healthcare, energy and the FTSE.

CFD trading involves a high level of risk. 82.12% of retail investors lose money

In this episode of Talking Markets we speak with Paul Kavanagh, Director of wealth and investment management company Patronus Partners.

Together with hosts David Buik and Michael Wilson they discuss the impact of Trump's presidency on tariffs and inflation, rising UK debt and the prospects of the magnificent 7 stocks.

AI is also one of the key themes, with the technology's potential to accelerate development in healthcare and DeepSeek upending the U.S. leaders analysed.

CFD trading involves a high level of risk. 82.12% of retail investors lose money.

In the first Talking Markets episode for 2025 hosts Michael Wilson and David Buik speak with Russ Mould, Investment Director at prominent UK stockbroker and fund manager AJ Bell. Russ is a distinguished and respected broadcaster and brings a wealth of experience in financial markets.

We discuss 2024 and the substantial number of rate cuts that proved to be one of the driving forces on the markets and the exponential growth of national debt. We also cover the Magnificent Seven stocks, the imbalance they appear to be creating, as well as the prospects of retail and AI stocks, as well as China and India.

CFD trading involves a high level of risk. 82.67% of retail investors lose money.