300 episodes

Concerned with QE's effects on equity valuations? Looking for ideas for your Isa? Or just plain confused by the stock market? Each week, the Investors Chronicle picks apart the latest news for companies, markets and funds in our regular magazine podcasts. Subscribe for these, along with CEO interviews, company-specific shows and special in-depth discussions on big market themes.

Investors Chronicle Acast

    • Investing
    • 4.4, 141 Ratings

Concerned with QE's effects on equity valuations? Looking for ideas for your Isa? Or just plain confused by the stock market? Each week, the Investors Chronicle picks apart the latest news for companies, markets and funds in our regular magazine podcasts. Subscribe for these, along with CEO interviews, company-specific shows and special in-depth discussions on big market themes.

    Cold War 2: China

    Cold War 2: China

    Is the potential growth in China worth the risk to western investors? Or has the recent escalation of tensions between China and Hong Kong made this a market that is best avoided?


    In part one of our two part series exploring the rising tensions between the world's two superpowers, John and Megan have been joined by Phil Oakley, Philip Ryland and Dave Baxter to discuss the challenges of the China investment saga.


    Featuring interviews with China market experts, Muddy Waters’ Carson Block and Derek Leatherdale, the former head of geopolitical risk at HSBC.
     
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    • 1 hr 8 min
    The Investment Hour: Corporate virtue

    The Investment Hour: Corporate virtue

    Whatever your views on the social and political implications of recent protests against racial inequality, their message has dredged up a thorny subject for the investment world. How much does good social practice matter to companies and to what extent are those companies accountable for social malpractice?
     
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    • 1 hr
    Liquidity: the good, the bad and the investment strategy

    Liquidity: the good, the bad and the investment strategy

    Liquidity or illiquidity is a tentative topic for British investors, especially in the wake of the Woodford fiasco of 2019. In coronavirus markets, liquidity is again being used as a dirty word - should we be fearful of rallies driven by liquidity? Phil Oakley and Chris Dillow have joined Megan Boxall and Dave Baxter to help answer that question. And Alex Hamer has introduced us to the idea of illiquidity as an investment strategy.


    There are a couple of articles in the mag this week that it might be worth dropping into the podcast page as well: Chris Dillow on not being fearful of liquidity driven rallies and Phil Oakley's musings on whether the the stock market is detached from reality.
     
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    • 59 min
    The Investment Hour: Reopening Britain

    The Investment Hour: Reopening Britain

    As full lockdown begins to ease, Britain is starting to get back on its feet. But what state is the consumer industry in? And is it prepared for the challenges of a post-coronavirus world? To understand the outlook for the market, we have spoken to Alex Janiaud and Phil Oakley. And we have been joined by Patrick Dardis, chief executive of pub group Youngs to discuss the outlook for his company.
     
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    • 57 min
    The Investment Hour: How is healthcare holding up?

    The Investment Hour: How is healthcare holding up?

    Vaccine and treatment progress in the war on coronavirus is unsurprisingly capturing investor attention. But there is a world of healthcare beyond the pressure of the pandemic which could provide investors with far more lucrative returns. In this week’s podcast John Hughman and Megan Boxall are joined by Harriet Clarfelt and Mary McDougall to discuss the investment opportunities in the market. Harriet has also spoken to special guest Nina Deka from Robo-Global and we celebrate the long awaited return of Phil Oakley.
     
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    • 1 hr 5 min
    The Investment Hour: Living in a bubble

    The Investment Hour: Living in a bubble

    Bubbles are both an exciting and terrifying part of market life, offering investors the potential for both huge gains and also massive losses. But how do investors navigate a phenomenon they often don't know they're experiencing until it bursts? On this week's Investment Hour John Hughman and Megan Boxall are joined by IC experts Algy Hall, Chris Dillow, Philip Ryland and Dave Baxter to try and understand why bubbles form and pop, and what to do if you think you're in one.
     
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    • 58 min

Customer Reviews

4.4 out of 5
141 Ratings

141 Ratings

Tristan2672 ,

Mmmmkkk or Oooookkkk ? Not sure which it is

Great podcast.....Other than one highly annoying commentator

amanda022222 ,

OK

Very good podcast

investor8273936/ ,

John is brilliant, please go back to C&M show!!

John makes the podcast immensely insightful and I look forward to the podcast each week. He should host the podcast alone, back to the glory days with Phil Oakley.

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