This week’s guest is Stuart Widdowson, fund manager of Odyssean Investment, who talks to Dan about how four stocks from his portfolio have attracted takeover bids in the past year. He also runs through the attractions of Clinigen, Volution and RWS/SDL. The podcast looks at the key points from the UK Chancellor’s Spending Review and what it means for the economy, jobs and the impact on savers and investors. Tom answers a listener’s question on weighing up which savings wrapper to use: Lifetime IS...
Nov 26, 2020•44 min•Ep 103•Transcript available on Metacast This week’s podcast guest is ex-hedge fund partner Stephen Clapham who shares his wisdom on finding information to help with investment decisions. Dan chats about the market’s reaction to more vaccine news and the latest in the punch-up between EasyJet and its founder Stelios Haji-Ioannou. He also runs through the stocks and funds that are relevant to the UK’s acceleration towards electric vehicles, and he explains why tracker funds are racing to own shares in Tesla. Laith runs through some new ...
Nov 19, 2020•38 min•Ep 102•Transcript available on Metacast On the podcast this week: how Pfizer’s vaccine news shook up stock markets and triggered the biggest one-day rally in a long time. Dan considers the winning and losing trades of the day and what it means for investors going forward. The guest interview features David Cornell who manages India Capital Growth Fund. He talks about India’s reputation for corruption, how the country is making big improvements, changes to his fund and how he finds opportunities. Tom answers a listener’s question on sa...
Nov 12, 2020•43 min•Ep 101•Transcript available on Metacast In a special podcast, Dan and Laith look at the market reaction to Joe Biden beating Donald Trump in US Presidential Election. They consider the movements on global stock markets, the sectors that have responded the most and why, and what it means for global trade and relations between the US and China. You can also hear why the shift from quality to value stocks has quickly reversed, what’s next with US government spending plans and Biden’s new tax regime. Finally, the team consider what might ...
Nov 09, 2020•18 min•Ep 100•Transcript available on Metacast This week’s podcast looks at how markets reacted as the voting results started rolling in for the US Presidential election and how many investors were caught off guard. It also discusses how many UK investors have suffered from not having a large exposure to US stocks in recent years. Laith outlines the financial support initiatives for individuals and businesses as England goes back into lockdown. And Dan talks to Keith Ashworth-Lord about why the Buffettology small cap investment trust failed ...
Nov 04, 2020•34 min•Ep 99•Transcript available on Metacast In this special edition of the podcast, AJ Bell senior analyst Tom Selby speaks to former pensions minister Baroness Ros Altmann about long-term care in the UK, the impact of Coronavirus on the sector and why the system is in urgent need of reform.
Oct 29, 2020•41 min•Ep 98•Transcript available on Metacast This week’s podcast looks at how Fundsmith Equity has become one of UK’s most popular funds as it prepares to celebrate its tenth birthday. Dan chats about the rally in the pound on Brexit trade talks, more consumer goods companies beating earnings expectations, Netflix failing to hit growth forecasts, and Trainline’s CEO stepping down. AJ Bell’s Rachel Vahey joins the podcast to chat about good news for people saving into a pension and why the Government is taking a serious look at pension scam...
Oct 22, 2020•51 min•Ep 97•Transcript available on Metacast This week’s podcast looks at the latest action on global markets including a new rally in US tech stocks and how the UK’s AIM market is soaring ahead. Dan has updates on ASOS, Barratt, Bunzl, Round Hill Music and an Italian Instagram star hoping to float herself on a stock market. AJ Bell’s Laith Khalaf talks about the appeal of investing in smaller companies. His colleague Ryan Hughes also joins the show to debate whether China is becoming too big in emerging market indices and if it should be ...
Oct 15, 2020•34 min•Ep 96•Transcript available on Metacast This week’s podcast features an interview with former Game Group boss Ian Shepherd how companies succeed or fail with using data to drive profits. Find out about important changes to the state pension and how the taxpayer might have to take on some mortgage-related risk in Boris Johnson’s new plan to help people onto the housing ladder. The team analyse the stock market reaction to Donald Trump catching coronavirus and then delaying an important stimulus debate. Dan chats about new signs that va...
Oct 08, 2020•45 min•Ep 95•Transcript available on Metacast This week’s podcast features an in-depth chat with Arthur Mornington and Steven Tredget from Oakley Capital about takeovers, whether private equity had started to be more transparent, the assumption that PE firms load companies up with debt and under-invest in them, and whether they thought Oakley investment Time Out had been a flop. Dan talks about the latest on the markets including reaction to Brexit trade talks, the US Presidential election debate, Asda takeover chatter and Boohoo beating ex...
Oct 01, 2020•56 min•Ep 94•Transcript available on Metacast This week’s podcast explores the tax benefits of putting money into certain AIM stocks and how any meddling by the Government on the rules could have a catastrophic impact on the junior stock market. Joining Dan and Tom to talk about this subject is Philip Harrison, a tax consultant from The Wilkes Partnership. Fears over another nationwide lockdown have driven investors to flock to the same stocks that did well earlier this year. The podcast reveals the UK stocks which investors have been chasi...
Sep 24, 2020•48 min•Ep 93•Transcript available on Metacast Warren Buffett and Snoop Dogg have backed Snowflake and other investors will soon get their chance as the tech business and Amazon challenger heads to the stock market. Listen to this podcast to find out why Snowflake is getting everyone excited. Greatland Gold has become the sixth London-listed stock this year to see its price rise 10-fold. Dan chats about 10-baggers as part of this week’s review of the markets, which also includes G4S, M&A fever and the latest insight into how fund managers ar...
Sep 18, 2020•44 min•Ep 92•Transcript available on Metacast Join us for a chat with Andrew Vaughan from Free Spirit Fund who explains how his performance has beaten so many other funds. Dan and Tom discuss the recent US market sell-off, companies getting back on their feet after a difficult 2020, and they ask if businesses that benefited from lockdown measures could now find it harder going. E-commerce group The Hut is about to join the UK stock market, so the podcast considers why everyone is excited about the business and some glaring red flags with th...
Sep 10, 2020•53 min•Ep 91•Transcript available on Metacast This week’s podcast revisits the topic of raising taxes to pay for Covid support and how the possible changes would affect us. Julie Palmer from Begbies Traynor explains the troubles facing UK businesses and what they can do to avoid insolvency. Dan explains why companies are starting to resume earnings guidance and why this is important for investors. He also looks at how a change in Japanese prime minister might affect markets, Tesla’s fundraising plans and Saga’s white knight. Finally, the po...
Sep 03, 2020•43 min•Ep 90•Transcript available on Metacast This week’s podcast explains why the market is braced for a wave of corporate deals. Dan and Laura chat about Ant which could potentially be the largest ever IPO fundraise, they talk about the names headed for the stock market, and takeover rumours currently doing the rounds. Discover why Apple and Tesla shareholders will soon find they own a lot more shares, and what the UK financial regulator is telling mortgage lenders to do with regards to payment holidays. Tom Selby joins the show to talk p...
Aug 27, 2020•45 min•Ep 89•Transcript available on Metacast This week’s podcast discusses how the first batch of child trust funds are about to mature, and Dan and Laura also discuss the initial impact of Government support to help pubs and restaurants. Discover why everyone’s getting excited about the UK property market and what’s happening with sales and rental prices. There is a chat about how fund managers are currently feeling, and what we can learn from the latest UK credit card figures. In this week’s market news, find out why US stocks are surgin...
Aug 20, 2020•35 min•Ep 88•Transcript available on Metacast This week we look at the mass of big economic data that’s come out in the past week and what it means for individuals. We also talk about why savings for children have shot up in lockdown, how much you should really be saving in your pension and why the regulator is getting tough on payday lenders. We also chat to AJ Bell’s Russ Mould about the big market trends of the past week and the surprise winning stock market so far this year. Presented by Laura Suter and Tom Selby from AJ Bell....
Aug 13, 2020•37 min•Ep 87•Transcript available on Metacast This week we look at huge changes afoot for property funds, the weird reaction to BP’s big dividend cut, why we’re all paying less death tax and why people took less money out of their pensions so far this year. We’ve also got a little update on the ongoing saga of Woodford’s fund. Presented by Laura Suter and Tom Selby from AJ Bell, and this week’s guest is Simon Molica from AJ Bell.
Aug 06, 2020•39 min•Ep 86•Transcript available on Metacast This week’s podcast discusses companies restarting dividends and why this is good news for investors. There’s a look at the latest news from Greggs, Games Workshop and Next. The team also chat about Murray Income Trust merging with Perpetual Income & Growth. Discover why women are fighting changes to the state pension age and enjoy a debate about using funds to invest in all things ESG. Presented by Shares’ Editor Dan Coatsworth and AJ Bell’s Senior Analyst Tom Selby. This week’s guest is Simon ...
Jul 31, 2020•43 min•Ep 85•Transcript available on Metacast This episode includes a look at the latest events on the markets including why shares in Synairgen, AstraZeneca and Kingfisher have been rising, why Netflix is down, and why silver is suddenly in demand. This week’s guest interview features fund manager Mark Slater who chats about Codemasters, IWG, Ten Entertainment and Future. Laura and Dan also chat about where we’ve been spending extra money during lockdown and how this year’s market crash has put a lot of younger people off investing. Presen...
Jul 23, 2020•44 min•Ep 84•Transcript available on Metacast This week the podcast goes stateside and looks at the second quarter earnings season for US stocks, why everyone is racing to own a slice of Tesla, and why the presidential election could be bad for stocks if Joe Biden wins. The team chat about the prospect of higher capital gains tax rates and Dan talks small caps, Games Workshop and much more with fund manager Harry Nimmo from Standard Life Aberdeen. Presented by AJ Bell Personal Finance Analyst Laura Suter and Shares’ Editor Dan Coatsworth....
Jul 16, 2020•51 min•Ep 83•Transcript available on Metacast This week we’re talking about Rishi Sunak’s efforts to fire up the property market, revitalise the hospitality industry and make our homes green. Dan, Laura and Tom give their views on the policies and whether it will make a difference to your wallet. The other big story is the controversy around Boohoo which has seen its share price halve in value. This has huge implications for other companies with poor ethical standards, as the team discuss in this week’s podcast. Presented by Shares’ Editor ...
Jul 08, 2020•42 min•Ep 82•Transcript available on Metacast It’s a bumper podcast this week with Laura and Dan bringing all the important news for anyone interested in investing and personal finance. This episode looks at how markets behaved in the first half of 2020, revealing where in the world investors could have made the most money and the parts which weren’t so good. Dan talks about chaos returning to Petropavlovsk, Redrow’s Help to Buy plea, the latest on Tesco and Sainsbury’s, Scottish Mortgage’s big move and why gold has hit its highest level si...
Jul 02, 2020•54 min•Ep 81•Transcript available on Metacast Dan and Laura look at the leisure sector and what companies will have to do when they reopen from 4 July. They also discuss how share prices in the sector have fared and what the market has been pricing in. The latest activity in the property market suggests more people are struggling to get a mortgage. Listen to the podcast for insight into this trend. Finally, don’t miss this week’s guest, Ian Mortimer from Guinness Asset Management, who explains how he has managed to avoid most of the problem...
Jun 25, 2020•45 min•Ep 80•Transcript available on Metacast This week’s guest is Bertie Thomson from Brown Advisory who talks about how he deals with losing trades and what to think about when it comes to selling investments. Dan and Laura chat about the latest figures on our everyday living costs and whether you might have to pay to store cash in a savings account. They also look at the latest stock market movements, chat about the AIM market which celebrates its 25th birthday, and why there is a mixture of good and bad news from clothing retailer Booho...
Jun 18, 2020•50 min•Ep 79•Transcript available on Metacast This week’s podcast discusses the big rebound in share prices since March and what could happen next. The team chat about the UK property market and what the latest figures are telling us. Dan explains why many investment trusts aren’t as reliable as people think for income, and Laura talks to Kay Ingram from adviser firm LEBC about the importance of having a will. Presented by Shares’ Editor Dan Coatsworth and AJ Bell’s Personal Finance Analyst Laura Suter
Jun 11, 2020•40 min•Ep 78•Transcript available on Metacast We take a deeper look into how the pandemic has caused a divide with people’s finances. Some are saving more money and others are taking on more debt. Dan and Laura debate new data on money habits during lockdown and Clare Seal shares her story about how she managed to get out of a serious debt problem. Presented by AJ Bell’s Personal Finance Analyst Laura Suter and Shares’ Editor Dan Coatsworth
Jun 04, 2020•36 min•Ep 77•Transcript available on Metacast Join us for a chat about consumer-facing stocks soaring on Government news and a negative report on clothing retailer Boohoo. This week’s guest is Ryan Hughes from AJ Bell’s investment team who talks to Laura and Dan about problems in the property market and why many fund companies are lining up the next managers for their products. Find out why we’re all paying less tax and why there is relief for many mortgage borrowers across the country. Anand Sambasivan from PrimaryBid is also on the show t...
May 28, 2020•38 min•Ep 76•Transcript available on Metacast This week’s podcast is an income special. Dan and Laura talk about the sectors still paying dividends in a sea of cuts, what might happen to income funds, and they chat with Ben Peters from Evenlode Global Income Fund about how he is making portfolio changes in a dividend-starved world. The podcast also discusses how investors have flocked to biotech stocks and why the cost of living is falling in the UK. Presented by Shares’ Editor Dan Coatsworth and AJ Bell’s Personal Finance analyst Laura Sut...
May 21, 2020•37 min•Ep 75•Transcript available on Metacast This week’s podcast considers the investment case for airlines and how the industry is to going to get through the global pandemic. The team also discuss the process for getting a refund on flights and holidays that you haven’t been able to take. The podcast also has two guests: Kay Ingram from LEBC chats about protection planning during the crisis and Simon Chisholm from Resonance talks about investing in companies trying to solve social problems. Presented by AJ Bell’s Personal Finance Analyst...
May 14, 2020•42 min•Ep 74•Transcript available on Metacast 
