Ed Bowsher speaks to top US fund manager, Meb Faber, as well as David Stevenson from ETFstream to find out where markets may go in 2019. Both Meb and David think that most US shares are too expensive while the UK is much more attractive. We also find out which parts of the Japanese market are cheap, and look at which emerging markets to avoid or invest in.
Want to keep up with the latest earnings updates from the States? Well join Chris Hill and the Motley Fool Radio Show team here on Share Radio, direct from Washington DC, for news, views and analysis of the US stocks that matter. In this week's show: Most surprising business story of the year? Best & worst CEOs? Andy Cross, Ron Gross, and Jason Moser analyze those topics (and more), reflect on the year that was, and share the dumbest investments of 2018. Plus, Oaktree Capital co-founder Howard Marks shares investing insights and talks about his latest book, 'Mastering the Market Cycle: Getting the Odds on Your Side'.
Welcome to our special - 2018: A Year in Review. Joining our Associate Director Kate Andrews today is IEA Director General Mark Littlewood, Research Director Dr Jamie Whyte and Director of the IEA’s FREER initiative Rebecca Lowe. The four talk through the biggest stories of the year, ranging from the ongoing Brexit negotiations, to the state of British political parties and ideologies, to other important happenings around the world. You’ll also get to hear who Mark, Jamie, and Rebecca have chosen as their person of the year, event of the year, and best of all, their top prediction for 2019.
Want to keep up with the latest earnings updates from the States? Well join Chris Hill and the Motley Fool Radio Show team here on Share Radio, direct from Washington DC, for news, views and analysis of the US stocks that matter. In this week's show: The worst December stock market since 1931; Political turmoil; And a Federal Reserve that may be reevaluating. Analysts Matt Argersinger and Ron Gross talk about what it all means for investors and dig into the latest news from Fedex, Nike, Twitter, and Jack in the Box. Plus, our analysts weigh in on the future of FANG stocks and share some stocks on their radar. And author Gillian Zoe Segal shares stories of success from her book, Getting There: A Book of Mentors.
Happy Christmas and welcome to the last This is Money podcast of 2018. Today, we cover the ghosts of Christmas past, present and future. For the ghost of Christmas past, we look at what has gone wrong for high street retailers and if that is spilling over to online firms. Ghost of Christmas present& or presents, we give five reasons why you should think twice about giving gift cards this festive period. And for the ghost of Christmas future, how you can give friends and family a gift that will last through 2019 - avoiding the loyalty penalty. As part of our campaign, we reveal the companies stiffing customers and what you can do to combat the problem. Elsewhere, assistant editor Lee Boyce takes the reigns for the infamous This is Money Christmas taste test with editor Simon Lambert and host Georgie Frost tucking into mince pies, crisps and more, then having to guess whether it is from a posh supermarket, or budget one. And like post-Brexit Britain, there are no Brussel(s) in sight. Georgie also throws a bonus fiendish Christmas quiz into the mix how many can you get right? Thanks for listening in 2018 - we hope you enjoy the podcast as much as we do making it. See you next year!
Highlights from four of this year’s interviews consider the theme of 'discrimination and disadvantage’. We have some 'Christmas Cheer’, as the interviews show how far we have come to improve the situation of women, people from ethnic minority groups, LGBT communities and young people from poorer backgrounds. However, the first interview with Dr Jo Blanden, shows how hard it is to make further improvements to the early years experiences of young people. In the second interview with Prof. Emma Parry, we see how research investigating generational differences risks stereotyping different age groups. Prof. Lisa Webley sets out the various waves of policy that have attempted to improve the situation of women and other groups facing discrimination, and continuing challenges faced by the Law profession, where improvements have been glacial in recent years. Finally, in the interview with Vicky Pryce, we see where this debate can lead - if things are not getting better with current approaches, Vicky argues that for women we need to consider the 'nuclear option' of quotas. These are the challenges for our New Year!
One underexplored aspect of the global economy in recent decades has been an explosion in the creation, issuing and enforcement of regulations. But is this emerging regulatory state necessary in the modern age, both to protect consumers and adapt to the changing needs of contemporary trade - or is this weight of regulation excessive and harmful to competition? Some even argue that such rules - often issued by unelected officials and removed from the electorate - represent a threat to democracy itself? Britain’s withdrawal from the EU has revived interest in these issues, since the UK may soon be extricating itself from a weight of historic regulatory rules dating back to the Maastricht Treaty. Yet increasing regulation is actually part of a global trend, with the US, China, and to a lesser extent, Japan also defining the trade landscape through their different regimes. Today, the IEA's Head of Education Dr Steve Davies makes the case that the regulatory state, and its push for harmonisation, is damaging competition. Back in 1970s Europe, he argues, you could determine good regulations from the bad by monitoring each country’s individual rules and regulations and learning from best practice. On our podcast today, Steve and the IEA’s Associate Director Kate Andrews discuss these topics and more.
Nobody can escape the Brexit bedlam that has been playing out before our eyes, especially in the last week. In between backstops, trade deals, Norway, contempt of parliament, no-confidence, withdrawing withdrawal votes… what is really going on? Editor Simon Lambert, assistant editor Lee Boyce and host Georgie Frost discuss Brexit in the latest This is Money podcast. Are we going to leave? Should we really have a second referendum and can you do anything to Brexit-proof your cash? We talk it all through in our Brexit special. Outside the Brexit bubble, we look into those DNA self-testing kits being plugged by a number of firms as the perfect Christmas gift – could you get more than you bargained for? Simon reveals the best and worst performing funds of 2018 so far, in Top of the Pops fashion and Lee runs down the clever apps from challengers looking to encourage the savings habit.
Want to keep up with the latest earnings updates from the States? Well join Chris Hill and the Motley Fool Radio Show team here on Share Radio, direct from Washington DC, for news, views and analysis of the US stocks that matter. In this week's show: Johnson & Johnson falls on health concerns over the company’s baby powder; Under Armour gets a rough reception after its investor day; And Starbucks announces plans to deliver coffee in the U.S. and double its store count in China; Analysts Andy Cross, Ron Gross, and Jason Moser discuss those stories and the latest from Adobe Systems, Markel, and Casey’s General Stores; Plus, CNBC host Carl Quintanilla previews 2019 and talks cannabis, Facebook, and General Electric.
In this week's podcast, we were joined by the IEA's Head of Political Economy, Kristian Niemietz, the author of a recent paper which ventures into the realm of fiction to examine the fundamental flaws of socialism. Kristian and Editorial Manager Madeline Grant discuss the popular meme that socialism is a great idea in theory, but only fails due to bad implementation, or corrupt officials - as advocated by trendy millennial socialists today. Kristian debunks this idea, but explores how it has been extremely influential in art, culture and fiction over the last century. We look at why it has proven so compelling, and whether free marketeers need to do more to make the moral and philosophical case for capitalism - as well as arguing on raw economic grounds.