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Simon Rose

The Bigger Picture: Aftermath of Trump's victory, can he and Musk work together & Badenoch's win

Simon Rose
Original Broadcast:

The Bigger Picture

The Bigger Picture: Aftermath of Trump's victory, can he and Musk work together & Badenoch's win
Political commentator Mike Indian discusses the aftermath of Trump's unexpectedly complete election victory. He has the consent of the people, but what will happen in 4 years' time if he doesn't deliver. Elon Musk is in charge of delivering government efficiency but can the two men – similar in many respects – get along long term? If they can, it could have a transformative effect upon the USA. At home, Kemi Badenoch has had a strong start as Tory leader and could be good at keeping Keir Starmer on his toes. But she needs to be wary of being too spiky with people, particularly given the fractiousness of the remaining Conservative MPs.
Guest:

Mike Indian

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Simon Rose

The Bigger Picture: European-style welfarism, the medical monopoly & the politics of the Tractor Tax

Simon Rose
Original Broadcast:

The Bigger Picture

The Bigger Picture: European-style welfarism, the medical monopoly & the politics of the Tractor Tax
Professor Tim Evans of Middlesex University discusses how the government wants to turn the UK into an EU-style higher-spending social democracy, not realising that the European model is falling off a cliff. With Germany in economic meltdown, he reveals that directors of German's biggest car manufacturers are considering moving the businesses abroad. He discusses the role of Physician Associates in the NHS and the problems caused by medical monopolies opposing supply-side reforms. And he discusses the Tractor Tax. While it might have the whiff of class warfare, he cannot see Labour retreating while the right is so disunited.
Guest:

Professor Tim Evans

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Simon Rose

The Bigger Picture: The ramifications of Trump's victory & Kemi Badenoch as new Tory leader

Simon Rose
Original Broadcast:

The Bigger Picture

The Bigger Picture: The ramifications of Trump's victory & Kemi Badenoch as new Tory leader
Professor Tim Evans of Middlesex University says that the emphatic victory of Donald Trump will have huge consequences for the US and the world geopolitically. He will be helped by having done the job before, will go for energy dominance, try to slim the federal government, impose tariffs, cut illegal immigration and be radical on culture too. What might it mean for the country's relationship with the UK, whose government is going in a very different direction? He also discusses why he felt, from the moment she entered Parliament, that Kemi Badenoch was a fascinating politician and why a British-African leader of a major party is to be celebrated. But can she unite her party and make the Tories electorally significant again?
Guest:

Professor Tim Evans

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Simon Rose

The Business of Film: Gladiator II, Emilia Pérez & Juggernaut

Simon Rose
Original Broadcast:

The Business Of Film

The Business of Film: Gladiator II, Emilia Pérez & Juggernaut
James Cameron-Wilson celebrates UK box office climbing for the 5th week running. #1 is Ridley Scott's Gladiator II which, if anything is even better than the first film, with smart storytelling and visual spectacle to take the breath away, though it is incredibly violent, despite its 15 certificate. On Netflix, James adored French-made, Mexico-set musical Emilia Pérez which, like Gladiator, has lots of Oscar buzz. Stylised but gritty and intelligent, it's unlike anything you'll have seen for ages. In a positive week, James also raved about the 50th anniversary Blu-Ray of the British disaster-era film Juggernaut. With Richard Harris leading a great cast directed by Richard Lester, it stands up incredibly well and is a masterclass in popular entertainment with amazing extras.
Guest:

James Cameron-Wilson

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Simon Rose

The Business of Film: Heretic, Anora, Juror #2 & The Third Man

Simon Rose
Original Broadcast:

The Business Of Film

The Business of Film: Heretic, Anora, Juror #2 & The Third Man
James Cameron-Wilson says box office is up 12%, with Heretic at #3 a horror film starring Hugh Grant. While the first half is a blast in the vein of Sleuth, it then descends into full-out nasty horror. Although #6 Anora, starring Mike Madison, won the Palme D'Or, and has a great central performance, James was disappointed, perhaps because expectations were so high. He found #10 Clint Eastwood's 40th film as director, Juror #2, with Nicholas Hoult, totally gripping. It's a great story with multi-layered characters. James also celebrated a 75th anniversary restoration of The Third Man, one of the UK's greatest movies. The Blu-Ray and 4K disc of this riveting noir classic is also packed with great extras.
Guest:

James Cameron-Wilson

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Simon Rose

The Business of Film: Paddington in Peru, Red One, Blitz & The Substance

Simon Rose
Original Broadcast:

The Business Of Film

The Business of Film: Paddington in Peru, Red One, Blitz & The Substance
James Cameron-Wilson looks at the UK box office chart, with takings up 53% thanks to 2 films. #1 is Paddington in Peru but the third in the series suffers from inane dialogue, an obvious plot and little basis in reality. James was no more impressed by #2 Red One with Dwayne Johnson in a movie about Father Christmas being kidnapped. It's nonsensical, silly and cynical. Simon caught Steve McQueen's Blitz, an impressive recreation of life on the home front during nightly bombings, starring Saoirse Ronan, which he recommends. And James caught up with Demi Moore in The Substance, an astonishly original and very stylish horror film about an actress's attempt to stay young.
Guest:

James Cameron-Wilson

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Simon Rose

The Financial Outlook for Personal Investors: Should we believe gilts or equities?

Simon Rose
Original Broadcast:

The Financial Outlook for Personal Investors

The Financial Outlook for Personal Investors: Should we believe gilts or equities?
Russ Mould of A J Bell points out that supposedly risk-free 10 year gilts and corresponding instruments have risen despite interest rate cuts from central banks. At the same time, equities have been generally strong. In the US, the 10-year Treasury is now equal to the earnings yield on the S&P 500. Investors might be taking the extra risk anticipating upside potential but it could be seen as an early warning sign. In the UK, the earnings yield is double the 10-year gilt yield, making the domestic market look cheap, explaining all the takeover activity.
Guest:

Russ Mould

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Simon Rose

The Financial Outlook for Personal Investors: Tesla and Dowlais Group

Simon Rose
Original Broadcast:

The Financial Outlook for Personal Investors

The Financial Outlook for Personal Investors: Tesla and Dowlais Group
Neil Shah of Edison Group says that since the Trump victory, Tesla's shares have added $300 billion. The market is betting that US policy will be supportive of Elon Musk and his company, which could benefit from a more protectionist approach. Although the fundamentals are challenging (the PE is 90-100), it relatively cheap compared to some AI stocks. In the UK, shares in Dowlais Group (spun out of GKN) rose on their trading update. As well as metallurgy, they are in the automotive components business and benefit from EVs as well as old-style vehicles. The forward PE is only 5 or so and the company should come increasingly into focus.
Guest:

Neil Shah

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Simon Rose

Gadgets & Gizmos: Replica Batmobiles, robotic art, repairable kettles & barcoding zebras

Simon Rose
Original Broadcast:

Gadgets and Gizmos

Gadgets & Gizmos: Replica Batmobiles, robotic art, repairable kettles & barcoding zebras
Warners are making driveable Batmobiles, says Steve Caplin, though they aren't street legal. In California, there's a beautifully-designed solar-powered car. A picture painted by a robot has just sold at auction for over $1m. A Mattel doll from the Wicked movie had an unfortunate mistake on the packaging. A student has invented a repairable kettle. There's a crowdfunded thermal-imaging dashcam available now. A new retro eBike comes with a sidecar. And in Kenya, they're using drones to keep track of zebras, using their stripes as barcodes.
Guest:

Steve Caplin

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Simon Rose

Gadgets & Gizmos: Stretchable screens, sterile mosquitoes & an AI scam-beating granny

Simon Rose
Original Broadcast:

Gadgets and Gizmos

Gadgets & Gizmos: Stretchable screens, sterile mosquitoes & an AI scam-beating granny
Steve Caplin discusses the latest tech with Simon Rose. LG improve their bendable LED screens so they can now stretch too. Scientists improve the chances of sterilising mosquitoes. Glasses for the deaf will project text onto the lenses. AI headphones can make it easier to hear in restaurants. Virgin & O2 have invented an AI granny to waste scam callers' time. Dyson have filed a patent for a robo-dog to vacuum, mow, water plants & mop. There's an eScooter which is solar powered and a hand pump to desalinate water. There's also a spurious tech limerick.
Guest:

Steve Caplin

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