Talking Markets

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.

The final episode of Talking Markets for 2024 sees hosts David Buik and Michael Wilson speak with our very own Daniela Hathorn about the important events in markets this year, as well as looking ahead to 2025. They go over the expected impact of a Trump presidency on the markets, tariffs and the global economy, as well as some of the most traded assets on the ⁠Capital.com⁠ platform like gold, Tesla and nVidia.

Daniela specialises in macroeconomic and fundamental analysis and holds a CFA Level 1 qualification. She has a BSc in International Business from Kingston Business School, UK.

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

In today’s episode of Talking Markets, hosts David Buik and Helen Thomas welcome back entrepreneur and philanthropist, Lord Michael Spencer of Alresford to talk about the state of the US stock market, tariffs under president-elect Trump and his opinion on Labour’s budget.

CFD trading involves a high level of risk. 80.84% of retail investors lose money.

In today's episode of Talking Markets we welcome Sir Martin Sorrel, CEO of S4 Capital. We talk about his company's recent stock market performance, as well as the prospects of Big Tech amid heavy investments in AI.

He also discusses the bigger picture following the re-election of Donald Trump for president of the US, the likelihood of tariffs for the UK and EU, as well as China's investments in South America and other developing economies.

CFD trading involves a high level of risk. 80.84% of retail investors lose money.

Talking Markets welcomes back Gerald Ashley, a sought-after speaker, advisor, broadcaster and writer on change, risk and decision making. In today's episode he talk with hosts Michael Wilson and David Buik about innovation in Europe and the U.S., China's progress and whether the UK is open for business.

CFD trading involves a high level of risk. 83.51% of retail investors lose money.

Today's Talking Markets guest is Justin King CBE, former CEO of Sainsbury plc. He has been a leader in customer-facing businesses for over three decades and has held senior positions in companies like Asda, M&S, PepsiCo and Mars.

He is currently Chair of Allwyn Entertainment and Dexter's since 2022, Non-Executive Chairman of Itsu Grocery since 2023, Non-Executive Director of M&S and Itim Group, as well as a number of other senior adviser roles. He is credited with turning Sainsbury's around in the early 2000s, delivering shareholder returns of over 85% while tripling profits.

Speaking with hosts Michael Wilson and David Buik, he discusses the political and investment landscape in the UK, as well as his experience in executive positions.

CFD trading involves a high level of risk. 83.51% of retail investors lose money.

Today's episode of Talking Markets welcomes Dr. Lucy Walton, CEO of Connected Impact. She is the co-inventor of the Connected Impact methodologies, which use patent pending AI approaches to track and compare company performance against 100,000 data points from selected competitors and peers.

Speaking with host Michael Edwards and David Buik, they discuss the exact role AI will play in the years to come, the role humans will always play and how regulators are trying to keep pace.

CFD trading involves a high level of risk. 83.51% of retail investors lose money.