Good Money Guide Podcast - Investing, Trading & Currency Transfers

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Good Money Guide Podcast - Investing, Trading & Currency Transfers

Join hosts Richard Berry and Mihael Hewson from Good Money Guide as they talks to the people who look after your money. Tune in to hear from CEOs and experts of and from the biggest and fastest growing investment platforms, fund managers, and analysis tool providers who all give their take on how you can be a better investor using their services and tips.

  1. 2025 Economic Outlook: What to Expect

    3 DAYS AGO

    2025 Economic Outlook: What to Expect

    In this podcast episode, Michael Hewson and Michael Brown, the Chief Market Strategist from our sponsor Pepperstone https://goodmoneyguide.com/review/pepperstone/ discuss the economic outlook for 2025, focusing on key indicators such as inflation, wage growth, and unemployment in the UK. They analyze the implications of recent economic data, the challenges facing the retail sector, and the Federal Reserve's recent decisions regarding interest rates. The conversation also touches on the risks of stagflation and the potential impact of fiscal policy on the economy. Overall, the episode provides insights into the current economic landscape and predictions for the upcoming year. Takeaways The focus is shifting towards 2025 and its economic outlook. UK unemployment remains steady at 4.3%, but concerns persist. Wage growth is significantly above the Bank of England's targets. Inflation is expected to remain above target for an extended period. The retail sector faces challenges due to rising costs and competition. Manufacturing in the UK is showing signs of weakness. The Federal Reserve's recent rate cut has led to increased bond yields. Market reactions indicate a divergence in interest rates between the US and Europe. Stagflation poses a significant risk for the UK economy in 2025. Fiscal policy decisions may have political motivations rather than economic ones. Chapters 00:00 Looking Ahead to 2025: Market Insights 02:46 UK Economic Indicators: A Grim Outlook 06:00 Inflation and Wage Growth: The Stagflation Threat 08:46 Retail Sector Challenges: The Impact of Rising Costs 11:54 Global Economic Sentiment: Manufacturing and Services PMI 14:53 The Fed's Rate Decisions: Implications for 2025 18:11 Market Reactions: Bond Yields and Economic Signals 20:57 Central Bank Strategies: The Path Forward 23:48 Political Implications: Fiscal Events and Economic Policy 27:02 Final Thoughts: Preparing for 2025

    33 min
  2. LSE Delistings, ECB Rate Cuts, Nike & FedEx

    13 DEC

    LSE Delistings, ECB Rate Cuts, Nike & FedEx

    In this episode, Michael Hewson and Michael Brown (Senior Market Strategist at Pepperstone, who kindly sponsored this podcast) look back at this week’s central bank rate cuts from the European Central Bank, Canada and Swiss National Banks. Companies delisting from the London Stock Exchange as well as discuss the broader UK economy and the surprise contraction on October. They then look ahead to next week's UK economic data and preview the upcoming US and UK rate decisions, as well as what to expect, as well as look ahead to the latest results from FedEx and Nike. Read Pepperstone Reviews: https://goodmoneyguide.com/review/pepperstone/

    42 min
  3. Is the Santa Stock Market Rally real?

    5 DEC

    Is the Santa Stock Market Rally real?

    In this episode, Michael Hewson and Michael Brown (our sponsor Pepperstone's Chief market Strategist) talk about the wider narrative of the Santa Rally when it comes to stock markets. They also look back at this week’s numbers from Frasers Group and Balfour Beatty and discuss the decision by the CMA to ratify the Vodafone/Three mega-merger. Looking ahead to next week, they discuss what to expect from the European Central Bank on interest rates, and the outlook for the European economy, as well as looking at US CPI, and the latest results from British American Tobacco, GameStop and Broadcom. Takeaways: Markets are generally positive as we approach the holiday season. The Santa rally is often debated; its existence may be more narrative than reality. Recent economic indicators show weakness in manufacturing and services. Fraser's Group is facing challenges, impacting its stock performance. Balfour Beatty is performing well, raising profit guidance. M&A activity is notable, with Vodafone and Three's merger approved. UK equity inflows have turned positive for the first time in years. The Fed is cautious, balancing growth and inflation risks. Investors should remain selective and conduct thorough research. The upcoming economic data will be crucial for market direction.

    35 min
  4. Black Friday Stock Market Deals, UK Economy Insights, and the US Rate Cut Outlook

    28 NOV

    Black Friday Stock Market Deals, UK Economy Insights, and the US Rate Cut Outlook

    In this podcast episode, sponsored by Pepperstone, Michael Hewson and Michael Brown discuss the recent trends in the financial markets, focusing on the performance of UK and US stocks, the value of investment trusts, and the impact of political decisions on economic sentiment. They explore the challenges facing the retail sector, the implications of mergers and acquisitions, and the outlook for the housing market. The conversation also touches on employment data and economic indicators, providing insights into the current state of the economy and what to expect in the future. Takeaways FTSE is showing signs of recovery, driven by UK factors. Investment trusts trading at discounts may offer value. UK stocks like Jet2 are under scrutiny for growth potential. US stocks like Moderna face uncertainty with new administration. Political rhetoric can significantly impact consumer sentiment. Mergers and acquisitions are increasing in the UK market. Employment data is crucial for understanding economic health. Retail sector is facing challenges due to consumer spending habits. Housing market outlook is tied to government policies. Economic indicators suggest a cautious approach moving forward.

    48 min
  5. World's Wealthiest Investors, S4 Capital, Microsoft, JD Sports, Walmart, Nvidia, easyJet, B&Q owner Kingfisher & Fed Minutes

    22 NOV

    World's Wealthiest Investors, S4 Capital, Microsoft, JD Sports, Walmart, Nvidia, easyJet, B&Q owner Kingfisher & Fed Minutes

    In this episode Michael Hewson and Michael Brown (the chief market analyst at our sponsors Pepperstone) talk about who should be on the list of the world’s best investors and traders as well as looking at whether the Microsoft share price is due a rally. They also look at S4 Capital and whether its due a rebound having seen a 95% decline in the share price. We also look at this week’s news stories around UK inflation, JD Sports, Walmart and Nvidia results as well as looking ahead to next week and the latest Fed minutes, easyJet and B&Q owner Kingfisher results.

    53 min
  6. Can Lloyds shares reach £1.50 before the end of 2024?

    15 NOV

    Can Lloyds shares reach £1.50 before the end of 2024?

    In this episode, (sponsored by Pepperstone) Michael Hewson and Michael Brown discuss the recent developments in financial markets, focusing on the impact of US economic policies, inflation concerns, and the implications for UK mortgage rates. They analyze corporate earnings from major companies like Burberry, Vodafone, and AstraZeneca, and explore the challenges faced by Lloyds Banking Group in light of regulatory changes. The conversation also touches on the success of Disney's streaming service and the dominance of Nvidia in the AI technology sector, while looking ahead to upcoming economic indicators and retail insights. Takeaways The dollar's strength is notable in current markets. Higher US treasury yields may indicate economic growth. UK mortgage rates are rising despite recent rate cuts. Corporate earnings reflect broader economic trends. AstraZeneca's investment plans highlight government relations issues. Disney's subscriber growth shows resilience in streaming. Lloyds Banking Group faces significant regulatory challenges. Retailers are struggling with rising costs and consumer confidence. Nvidia's growth in AI technology is unprecedented. Upcoming economic indicators will shape market expectations.

    49 min

  7. 7 NOV

    Bank of England cuts rates as expected, with Fed set to follow, but could this be it?

    In this inaugural podcast episode with Michael Hewson for Good Money Guide, sponsored by Pepperstone (https://goodmoneyguide.com/review/pepperstone/) he and Michael Brown discuss the latest movements in financial markets, focusing on the implications of the recent US election results, the economic policies expected from the incoming Trump administration, and the challenges facing the UK economy. They analyze the Bank of England's stance on interest rates, corporate earnings reports, and the struggles of major companies like Disney and Burberry in the current economic climate. The conversation is informal yet insightful, providing listeners with a comprehensive overview of the financial landscape. Takeaways - The US election results have significant implications for financial markets. - Trump's policies may lead to increased volatility but also clearer pricing for market participants. - The dollar's status as the reserve currency allows the US to manage its fiscal deficit more easily than other countries. - The Bank of England faces challenges with rising inflation and public sector pay settlements. - Corporate earnings reports are crucial indicators of market health and investor sentiment. - Disney's subscriber losses highlight the challenges in the streaming market. - The luxury sector is experiencing a downturn, affecting companies like Burberry. - Economic resilience of consumers may help mitigate some downturns in retail sales. - Automation in the workforce may accelerate due to rising costs and economic pressures. - Market participants should remain flexible and adapt to changing economic conditions. Chapters 00:00 Market Overview and Recent Trends 00:03 Introduction to the Podcast and Hosts 04:04 Impact of the US Election on Markets 14:40 Federal Reserve's Balancing Act 20:34 UK Economic Outlook and Bank of England's Stance 22:03 Inflation Trends and Economic Forecasts 25:18 Public Sector Pay and Wage Inflation 27:28 Unemployment Rates and Automation 29:17 GDP Projections and Economic Sentiment 32:08 US Economic Indicators and Federal Reserve Outlook 33:07 Company Earnings and Market Reactions 36:49 Luxury Sector Challenges and Burberry's Future 39:53 AstraZeneca's Challenges and Market Implications 41:49 Disney's Subscriber Losses and Future Projections

    45 min

  8. 23 OCT

    Trading US Election Winner Indices With Alex Ridgers Global Head of Dealing at City Index

    Richard Berry speaks with Alexander Ridgers, the Global Head of Dealing at City Index, about the new election indices introduced by City Index in light of the upcoming US elections. They discuss the unique features of these indices, how they differ from other offerings, and the potential trading strategies that clients can employ. The conversation also covers the expected market behaviour around the elections, including volatility and client trading patterns, as well as hedging strategies to manage risk during this period. Alex provides insights into the sectors and stocks that may be impacted by the election outcomes, emphasizing the importance of understanding market dynamics in trading decisions. Chapters 00:00 Introduction to Election Indices 03:16 Understanding the Indices and Their Components 06:11 Trading Strategies and Market Behavior 10:21 Hedging Strategies for Election Volatility 14:11 Market Insights and Future Considerations

    16 min
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Join hosts Richard Berry and Mihael Hewson from Good Money Guide as they talks to the people who look after your money. Tune in to hear from CEOs and experts of and from the biggest and fastest growing investment platforms, fund managers, and analysis tool providers who all give their take on how you can be a better investor using their services and tips.

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