Share Sounds. presented by Simon Rose

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Simon Rose

The Financial Outlook for Personal Investors: What do conflicts mean for markets?

Simon Rose
Original Broadcast:

The Financial Outlook for Personal Investors

The Financial Outlook for Personal Investors: What do conflicts mean for markets?
Russ Mould of A J Bell looks at the effect conflicts have had on financial markets using the All-Share Index since it was instituted in 1962. While recognising that much else is more important, he concludes that, by and large, the reaction of markets is not long lasting. The big exception was 1973's Yom Kippur War which led to the 73-4 oil price shock. While events may not be directly comparable, with inflation heightened and debt at astronomic heights, we have to hope that the US economy does not hit the buffers. Russ's Nostrodamic view is that as governments can't afford deflation, interest rates will be pushed lower. Please note: Russ's inability to access broadband means that sound quality is variable in places.
Guest:

Russ Mould


Published:
Simon Rose

The Bigger Picture: Why big projects go over budget, BBC licence fee & the UK's EU history

Simon Rose
Original Broadcast:

The Bigger Picture

The Bigger Picture: Why big projects go over budget, BBC licence fee & the UK's EU history
In an episode first broadcast on 13th February 2020, just a couple of weeks before the Covid pandemic started, Professor Tim Evans of Middlesex University examined why big construction projects such as Crossrail and HS2 go over budget, what ought to be done about the BBC and its licence fee and he cast a look back over the UK's troubled relationship with the EU during its 47-year membership. In the light of Rishi Sunak's cancellation last week of HS2 north of Birmingham, it's interesting to note the strains in the HS2 project which were already evident three and half years ago. Meanwhile here's the link to our more recent commentary, Public Finance Disasters in Small Print: https://www.shareradio.co.uk/thinkingaloud/newsletters/comment-wc-2023-08-07/
Guest:

Professor Tim Evans


Published:
Simon Rose

The Bigger Picture: The financial inadequacies hurting the UK, HS2 & climate policy and working longer

Simon Rose
Original Broadcast:

The Bigger Picture

The Bigger Picture: The financial inadequacies hurting the UK, HS2 & climate policy and working longer
Professor Tim Evans of Middlesex University laments the profligacy of Government and the failure of the Bank of England to get a grip on inflation. He compares it to the disastrous mid-70s, saying the Bank is failing badly. He looks at the shifting sands of HS2 and climate policy, explaining why the UK is so bad at infrastructure. And he finds a positive in the fact that so many people are choosing to continue to work beyond conventional retirement age.
Guest:

Professor Tim Evans


Published:
Simon Rose

The Business of Film: Expendables 4, Dumb Money & Flora and Son

Simon Rose
Original Broadcast:

The Business Of Film

The Business of Film: Expendables 4, Dumb Money & Flora and Son
James Cameron-Wilson laments the current state of the UK box office, down 20% WOW & 35% YOY. He hates Expendables 4, limping in at #2 wth a mere £760,000. Paul Dano stars in Dumb Money, #5, about the Gamestop story. However, James found it utterly baffling and felt he'd already seen the film after watching the trailer. He was, however, very impressed by Flora & Son on Apple TV, an Irish film from the director of Once, Begin Again and Sing Street, about the transformative power of music. He ends with a tribute to the late Sir Michael Gambon.
Guest:

James Cameron-Wilson


Published:
Simon Rose

The Financial Outlook for Personal Investors: How investors should view share buybacks

Simon Rose
Original Broadcast:

The Financial Outlook for Personal Investors

The Financial Outlook for Personal Investors: How investors should view share buybacks
Russ Mould of A J Bell discusses share buybacks. Long popular in the United States, he notes that they are currently down by a fifth YOY, pointing out that previous peaks coincided with market tops. In the UK, many of our biggest companies have engaged in buybacks, particularly in the financial field. With the FTSE yielding 3.9%, buybacks are adding another 2.3%. While private investors don't usually participate directly, their equity stake rises. Russ explains the ins and outs of share buybacks from a private investor's point of view.
Guest:

Russ Mould


Published:
Simon Rose

Gadgets & Gizmos: Alexa upgrade, Meta's smart glasses, Medieval murders & AI art copyright

Simon Rose
Original Broadcast:

Gadgets and Gizmos

Gadgets & Gizmos: Alexa upgrade, Meta's smart glasses, Medieval murders & AI art copyright
Steve Caplin talks tech with Simon Rose. Alexa is to become more conversational while Meta has launched smart Ray-Ban glasses with AI. A website will show you the grisly details of medieval murders, while Swedish scientists believe they can resurrect a carnivorous marsupial from Tasmania. Mini launches its first eBike while there are improvements to car roof boxes and head torches. While Amazon is trying to limit the number of AI-written books, the US Copyright Office has ruled that art created with AI can not be copyrighted.
Guest:

Steve Caplin


Published:
Simon Rose

The Financial Outlook For Personal Investors: Inflation, interest rates, Team Internet & Baker Steel Resource Trust

Simon Rose
Original Broadcast:

The Financial Outlook for Personal Investors

The Financial Outlook For Personal Investors: Inflation, interest rates, Team Internet & Baker Steel Resource Trust
Neil Shah of Edison Group discusses the fall in inflation and the MPC's decision to pause interest rate rises with Simon Rose. He points out that a lot of money is going into the bond market, which should be positive for equities and offers advice about how to position your porfolio in the current environment. He points to two companies investors might find interesting, Team Internet (formerly CentralNic) and Baker Steel Resource Trust.
Guest:

Neil Shah


Published:
Simon Rose

The Business of Film: A Haunting in Venice, The Equalizer 3, The Sound of Freedom & El Conde

Simon Rose
Original Broadcast:

The Business Of Film

The Business of Film: A Haunting in Venice, The Equalizer 3, The Sound of Freedom & El Conde
James Cameron-Wilson takes Simon Rose through the latest box office chart where Agatha Christie adaptation A Haunting in Venice is #1. However, James found it dreary, dragging the Whodunnit back to the Middle Ages. He much preferred The Equalizer 3 at #3 with Denzel Washington; although violent it's a thriller with character and atmosphere. He found The Sound of Freedom, about modern-day child slavery, well-made but an essential watch for the subject matter, which has obsessed him since, as has the fact that the film was blocked for five years. He found El Conde on Netflix, imagining General Pinochet as an aged vampire, a jaw-dropping curiosity.
Guest:

James Cameron-Wilson


Published:
Simon Rose

Gadgets & Gizmos: Flying cars & mass-produced humanoid robots, a desk bike & a folding e-bike

Simon Rose
Original Broadcast:

Gadgets and Gizmos

Gadgets & Gizmos: Flying cars & mass-produced humanoid robots, a desk bike & a folding e-bike
Steve Caplin celebrates the arrival of a flying car, though with a slow terrestrial speed. He also looks at modular jets, how electric planes could be powered by lasers on the ground, at the first mass-produced humanoid robot, at a desk bike that keeps you fit while powering your devices, at Honda's ebike that folds into a briefcase and at the development of a flexible soft robot that can heal like a living organism and even self destruct into an oily puddle (thanks of course to diphenyliodonium hexafluorophosphate).
Guest:

Steve Caplin


Published:
Simon Rose

The Bigger Picture: Sunak's Net Zero U-turn, Liz Truss's speech, HS2 and the Horizon scheme

Simon Rose
Original Broadcast:

The Bigger Picture

The Bigger Picture: Sunak's Net Zero U-turn, Liz Truss's speech, HS2 and the Horizon scheme
Political commentator Mike Indian discusses Rishi Sunak's U-turn on Net Zero, feeling it might be a sensible idea for the long-term but clearly done for political short-term reasons, using Net Zero as an issue to drive a wedge between Conservatives and Labour. Liz Truss's recent speech is an indication that the party is in trouble. He feels that, although the government should stick to its guns on HS2, there is plenty to be done elsewhere on infrastructure. He ends with the good news of the UK rejoining the Horizon Scheme, which he considers should be of benefit to the country.
Guest:

Mike Indian


Published: