The City View - City AM's Daily Podcast

Today Andy Silvester chats to Rob Appleby, co-founder and Chief Investment Officer of the Cibus Fund, a London-based private equity platform focused on investments in sustainable food and agriculture.

They go through the tech revolution in farming; why we should rethink the production of food; the impact of Russia's invasion of Ukraine on the global supply chain of food; and why we need shorter supply chains and locally-grown food.

Andy also goes through the news: Tesco has widened profit guidance for the year ahead as it tries to maintain consistent food prices; pressure on the Bank of England to tackle high inflation has intensified today; and GSK has bought cancer specialist Sierra Oncology.

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Today Andy Silvester talks to Victoria Scholar, Head of Investment at Interactive Investor.

They go through some of the week's economics data on GDP, unemployment, retail sales, and talk trading updates.

They discuss the latest from ASOS, Deliveroo, and EasyJet: ASOS is facing a raft of headwinds, as investors lose confidence in the online retailer; Deliveroo has recorded an uptick in orders compared to the same time last year; and EasyJet has been struggling to get staff in.

Andy also goes through the news -- the UK's accounting watchdog has ordered an investigation into Deloitte's auditing of Go-Ahead Group; businesses have unleashed a wave of job cuts to avoid being hit by the National Insurance hike; and an Extinction Rebellion (XR) protest has caused the shutdown of Lloyd's of London's HQ.

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Today Andy Silvester talks to City A.M.'s Economics and Markets reporter Jack Barnett.

They go through lacklustre UK economic growth figures and why the cost-of-living crisis will hinder said growth; the latest inflation figures; the global economic recovery; and economic uncertainty to come.

Andy also goes through the news: Heathrow has marked its highest number of passengers since the start of Covid-19; and Tesla CEO Elon Musk has turned down a spot on Twitter's board.

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On this week's Tech Weekly episode, City A.M. reporters Charlie Conchie and Lily Russell-Jones chat to Alex Marsh, Head of Klarna UK.

They go through the Innovate Finance fintech summit, Buy Now Pay Later regulation and the UK's financial regulation post-Brexit; measures needed to protect consumers from debt; what role services such as Klarna are playing amidst the cost of living crisis; and why Klarna is different to traditional banks and credit card providers.

Nasson and Charlie also talk to Lily about the UK government's pivot to stablecoins and NFTs this week: they go through the implications of the announcement; discuss the controversies surrounding Tether, the stablecoin of the moment; and outline why Central Bank Digital Currencies (CBDCs) and stablecoins are different.

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Today Andy Silvester talks to CEO of property lender Glenhawk. They talk about Glenhawk's inception and its bridging loans solutions; the housing market as it stands right now, its resilience, and what's to be expected going forward; whether there is still the push to live outside of London; and demand for property in the capital.

Andy also goes through the headlines: the UK government's new energy strategy has been criticised, some saying it isn't moving fast enough; and venture capital is booming in London, according to Innocent co-founder Richard Reed.

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Today Andy Silvester chats to City A.M. reporter Charlie Conchie, and whistles through the main headlines you need to know.

Andy and Charlie go through this week's fintech Innovate Finance summit -- they discuss the London Stock Exchange CEO's candid comments yesterday on bosses needing a pay boost; Ron Kalifa's views on the mindset shift needed by investors to be willing to back long-term growth opportunities in the UK; the Klarna CEO's perspective on the UK's approach to financial regulation post-Brexit; and the political push on crypto and NFTs.

And in the headlines, the boss of crowdfunding platform Seedrs has hit out at regulators, claiming that they're stifling growth; the Bank of England is expected to hike interest rates four more times this year, the fastest pace since 1988; and two of Lidl's adverts have been banned.

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Today Andy Silvester talks to CMC Markets' Michael Hewson -- they go through the latest on PMI; the effect of inflation and price hikes on consumer confidence; the dilemma central banks face when it comes to hiking rates or not; and market resilience and rebound amidst European turmoil.

Andy also takes us through the headlines: Tesla CEO Elon Musk has joined Twitter's board of directors; Julia Hoggett, CEO of the London Stock Exchange, has called for bosses' pay to be boosted in order to attract top firms; and the UK government has announced a survey into fracking.

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Today Andy Silvester chats to City A.M. reporters Jack Barnett and Lily Russell-Jones.

Jack takes us through the latest consumer confidence data from PWC, as the numbers show the sharpest rate of decline since the financial crisis in 2008, and asks whether this will translate to the job market.

Lily discusses Rishi Sunak's plans to turn the UK into a global crypto hub as the Treasury signals its intent to recognise stablecoins as a valid form of currency; and briefly outlines the Royal Mint's NFT ambitions.

Andy also takes us through the headlines: Ted Baker has seen its share price increase as they begin a formal sale process; and Elon Musk has purchased almost 9% of Twitter's stock.

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Today Nasson talks to Lily Russell-Jones and Charlie Conchie about this week's most important stories in crypto and fintech.

Lily explains the FCA's decision to extend its deadline for crypto firms seeking regulatory approval; and Charlie goes through the latest valuations and funding rounds for rapid grocery delivery firms, and outlines whether their high-spend model is viable in the long-term.

Lily's FCA deadline extension article; and Emily Hawkins and Charlie's rapid grocery bubble article.

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Today Andy Silvester chats to City A.M. reporters Leah Montebello and Jack Barnett.

Jack outlines the cost-of-living crunch that, some say, hasn't been seen since the Second World War. He goes through the economic uncertainty that awaits in April, with tax, energy, and price hikes all coming into effect.

Leah boils down the Betting and Gaming Council's concerns regarding the government's White Paper review into the gambling sector, which they're worried will be too intrusive and put gamblers off from having a flutter -- potentially pushing them into the black market.

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