Good Money Guide Podcast - Investing, Trading & Currency Transfers

Good Money Guide
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Good Money Guide Podcast - Investing, Trading & Currency Transfers

Join Michael Hewson from Good Money Guide and Michael Brown from Pepperstone as they discuss how recent economic events affect the financial markets. This podcast covers investing, trading and currency transfers, individual stocks, indices, bonds, commodities, currencies and fixed income markets.

  1. 1 DAY AGO

    Can The Markets Fall Further? + Fed & BoE Rates, Nike, FedEx, JD Wetherspoons & Travis Perkins Results Previews

    Michael Hewson and Michael Brown from Pepperstone discuss the current state of financial markets, focusing on the challenges faced by US markets, the impact of trade policies, and the role of central banks. They analyze currency movements, corporate earnings, and consumer spending trends, while also looking ahead to upcoming economic data and its implications for the market. The conversation highlights the uncertainty in the economic outlook and the need for confidence in market predictions. Chapters 00:00 Introduction and Market Overview 02:17 US Market Trends and Trade Policy 05:10 Impact of Political Climate on Stock Markets 08:00 Economic Forecasts and Market Confidence 10:05 Dollar Performance and Global Currency Trends 11:45 European Market Dynamics and Fiscal Policies 17:30 US Economic Data and Federal Reserve Outlook 20:45 Company Earnings and Market Reactions 28:08 Navigating Economic Uncertainty 30:02 The Bank of England's Challenges 32:40 Trade Data and Economic Indicators 34:02 China's Economic Slowdown 35:49 Bank of Japan's Rate Decisions 38:14 US Retail Sales and Economic Sentiment 40:40 Bellwether Stocks and Consumer Spending 42:53 The State of the UK Hospitality Sector

    50 min
  2. The Trump Effect, ECB Rate Cuts, European Highs, Rolls Royce, Nvidia, ITV, US CPI, Balfour Beatty & Deliveroo

    6 MAR

    The Trump Effect, ECB Rate Cuts, European Highs, Rolls Royce, Nvidia, ITV, US CPI, Balfour Beatty & Deliveroo

    Michael Hewson and Michael Brown from Pepperstone discuss the current state of global financial markets, focusing on the impact of political events, particularly the Trump administration's policies, on market dynamics. They analyze the divergence between US and European markets, the implications of central bank policies, and the effects of increased defense spending. The conversation also covers corporate earnings, sector rotations, and the overall economic outlook, providing insights into investment strategies amidst ongoing volatility. Chapters 00:00 Introduction and Market Overview 03:01 The Trump Effect and Market Divergence 06:02 Political Uncertainty and Economic Implications 09:09 Central Bank Policies and Rate Cuts 12:04 Defense Spending and Economic Growth 14:52 UK Economic Outlook and Government Spending 17:57 US Labor Market and Economic Indicators 21:06 Tariffs and Trade Relations 24:07 Market Sentiment and Future Projections 31:02 Market Rotation and Sector Shifts 34:01 Crude Oil Prices and Inflation Impact 35:09 Euro-Dollar Dynamics and Geopolitical Influences 35:56 Rolls Royce: A Homegrown Success Story 39:02 Nvidia's Performance and Market Sentiment 44:06 US Economic Data and Fed Policy Outlook 47:58 UK GDP and Economic Concerns 50:57 Central Bank Decisions and Market Reactions

    56 min

  3. 20 FEB

    Market Dynamics: US Records vs European Softness

    In this podcast episode, Michael Hewson and Michael Brown discuss the current state of the markets, highlighting record highs in the US and softness in European markets. They delve into the implications of ECB and Bank of England monetary policies, inflation concerns, and the growth of the defence sector amid geopolitical tensions. The conversation also covers the UK investment climate, the impact of the upcoming German elections, and corporate earnings from major banks like Lloyds and HSBC. Finally, they analyze key earnings announcements from Rolls Royce and Nvidia, and Warren Buffett's investment strategy with Berkshire Hathaway.

    49 min
  4. Why the stock market's performance does not always reflect the underlying economy

    14 FEB

    Why the stock market's performance does not always reflect the underlying economy

    In this week’s podcast, Michael Brown (Senior Market Strategist from Pepperstone) and Michael Hewson look back at the recent rate cuts from the ECB and Bank of England, and assess the recent fall in yields, new record highs for the DAX and FTSE100 and whether we can see further gains. We also look at this week’s numbers from BP, Barclays and Unilever, as well as looking ahead to next week’s UK CPI and wages numbers as well as looking ahead to the latest full year results from HSBC and Lloyds Banking Group.

    49 min
  5. Is the BOE is likely to cut rates soon?

    16 JAN

    Is the BOE is likely to cut rates soon?

    Michael Hewson and Michael Brown (from our sponsor Pepperstone) discuss the latest developments in the financial markets, focusing on economic data from the UK and the US, corporate earnings, and the implications of Trump's inauguration. They analyze inflation concerns, the performance of major banks, and the upcoming decisions from the Bank of England. The conversation also touches on the significance of the Davos meeting and the challenges facing the streaming market, particularly Netflix. Chapters 00:00 Market Overview and Economic Context 05:01 UK Economic Data and Inflation Insights 09:47 Corporate Earnings and Market Reactions 14:59 US Bank Earnings and Market Dynamics 19:43 Political Landscape and Market Implications 25:53 Gradualist Approach to Tariffs 28:38 Understanding Trump's Economic Inheritance 30:49 UK Wage Growth and Unemployment Trends 34:18 Public Sector Borrowing and Economic Outlook 39:37 Bank of Japan's Rate Hike Considerations 42:53 Netflix's Market Position and Future Prospects

    49 min
  6. Bond Yields and Economic Uncertainty

    9 JAN

    Bond Yields and Economic Uncertainty

    In this podcast episode, Michael Hewson and Michael Brown (from our sponsor Pepperstone) discuss the current state of the UK markets, focusing on the sharp rise in bond yields and the implications for the economy. They explore the dynamics of the UK bond market, the challenges of stagflation, and the performance of the retail sector amidst changing consumer confidence. The conversation also touches on upcoming economic indicators, including GDP and inflation data, as well as insights into the banking sector and the upcoming earnings season. The hosts emphasize the importance of having a clear plan in trading and investment strategies.

    42 min
  7. 2025 outlook for the oil and gas sector

    2 JAN

    2025 outlook for the oil and gas sector

    In this podcast episode (sponsored by Pepperstone), Michael Hewson and Michael Brown discuss the performance of banks, the oil and gas sector, and retail dynamics as they enter 2025. They analyze the economic outlook for the UK, touching on potential stagflation and its implications for various sectors. The conversation highlights the resilience of certain retailers like Marks and Spencer and Next, while also addressing the challenges faced by the oil and gas industry amid high taxation and fluctuating prices.

    32 min
  8. Can the FTSE 100 make new highs in 2025?

    27/12/2024

    Can the FTSE 100 make new highs in 2025?

    In this episode of the Good Money Guide podcast, Michael Hewson and Michael Brown (from the podcast sponsor Pepperstone) discuss the performance of the FTSE 100 and the Pound over the past year, highlighting the challenges faced by the London market, key winners and losers, and the outlook for 2025. They delve into the implications of interest rate changes, currency trends, and the overall economic landscape, providing insights and predictions for investors.

    34 min
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    Join Michael Hewson from Good Money Guide and Michael Brown from Pepperstone as they discuss how recent economic events affect the financial markets. This podcast covers investing, trading and currency transfers, individual stocks, indices, bonds, commodities, currencies and fixed income markets.

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