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Simon Rose

The Bigger Picture: Labour & Donald Trump, the future of Conservatism & the shocking NHS estate

Simon Rose
Original Broadcast:

The Bigger Picture

The Bigger Picture: Labour & Donald Trump, the future of Conservatism & the shocking NHS estate
Professor Tim Evans of Middlesex University looks at shadow foreign secretary David Lammy's attempts to woo Donald Trump as well as Joe Biden. With even the Prime Minister appearing not to believe the Conservatives will be in Government soon, he considers the future of the party and "Conservatism", wondering if there is going to be a massive shake-up of the order of British politics. And he looks at the shocking state of the NHS estate, with over 2,000 hospital buildings predating the birth of the NHS in 1948.
Guest:

Professor Tim Evans

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Simon Rose

The Bigger Picture: Starmer's six pledges, underinvestment in infrastructure & who is pulling Labour's strings?

Simon Rose
Original Broadcast:

The Bigger Picture

The Bigger Picture: Starmer's six pledges, underinvestment in infrastructure & who is pulling Labour's strings?
Political commentator Mike Indian discusses Keir Starmer's six pledges as the long General Election campaign gets underway. He looks at why underinvestment in infrastructure in the UK is coming back to haunt us, offering some suggestions at ways to improve things. And he looks at who is pulling the strings in Labour behind the scenes at think tank Labour Together. Although Labour may mock the chaos of the Conservative Party, Mike wonders how turbulent the broad church of the Labour Party will be when it is in power.
Guest:

Mike Indian

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Simon Rose

The Business of Film: The Fall Guy, Tarot & The Idea of You

Simon Rose
Original Broadcast:

The Business Of Film

The Business of Film: The Fall Guy, Tarot & The Idea of You
James Cameron-Wilson takes Simon Rose through the UK box office chart, up 27% on the week. New #1 is The Fall Guy about a stunt man. But James found Ryan Gosling smug and obtruse and Emily Blunt irritating in a noisy & cheesy film that, while possessing some impressive action scenes, makes little sense. At #6 is boring low-budget horror Tarot, which is one star all the way. James, however, did enjoy Amazon Prime's The Idea of You with Anne Hathaway romancing a much younger pop star. Often delightful and touching – in a rom com sort of way – James felt it was like a music version of Notting Hill.
Guest:

James Cameron-Wilson

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Simon Rose

The Business of Film: Kingdom of the Planet of the Apes, In the Land of Saints & Sinners, Prom Dates

Simon Rose
Original Broadcast:

The Business Of Film

The Business of Film: Kingdom of the Planet of the Apes, In the Land of Saints & Sinners, Prom Dates
James Cameron-Wilson laments the UK box office, down 32% because of the sunny weather. It meant Kingdom of the Planet of the Apes only took £3.8m. Despite his loneliness in the cinema, James found it a miraculous piece of cinematic magic; clever, multi-layered, exciting and often funny, with amazing production design. On Netflix, he was disappointed by In the Land of Saints & Sinners, a plodding thriller with Liam Neeson. And he found Disney Plus's Prom Dates to have a few amusing bits but to be far too crude and predictable.
Guest:

James Cameron-Wilson

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Simon Rose

The Financial Outlook for Personal Investors: AO World and Renew Holdings

Simon Rose
Original Broadcast:

The Financial Outlook for Personal Investors

The Financial Outlook for Personal Investors: AO World and Renew Holdings
Neil Shah of Edison Group discusses the latest changes to his amazingly successful model portfolio The Illuminator. Although still of interest Rolls-Royce and Rightmove are ejected to make room for two newcomers. Online appliance retailer AO World has embarked on a turnaround and its guidance is optimistic, showing a great increase in profitability. Possessing a good balance sheet, they should earn a decent return for shareholders. Renew Holdings is a boring, but worthwhile compounder. It's a market leader in its area of engineering and construction, a fragmented market place. It has a high level of recurring revenue, well-disciplined management and will benefit from UK infrastructure spending. More here: https://www.edisongroup.com/insight/the-illuminator-march-2024/
Guest:

Neil Shah

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Simon Rose

The Financial Outlook for Personal Investors: The General Election & interest rates

Simon Rose
Original Broadcast:

The Financial Outlook for Personal Investors

The Financial Outlook for Personal Investors: The General Election & interest rates
Russ Mould of A J Bell discusses the General Election call, pointing out that while CPI inflation has almost returned to target, other measures are considerably higher and CPI itself is 26% higher than when Boris Johnson was elected PM. He explains why the markets no longer believe rates will be cut soon and what this means for those shares that are effectively bond proxies, such as utilities. Ever the contrarian, he highlights REITs – a yield and asset play – where some people think there is value and where, perhaps, most of the bad news is already in the price.
Guest:

Russ Mould

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Simon Rose

The Financial Outlook for Personal Investors: Why interest rates matter for markets

Simon Rose
Original Broadcast:

The Financial Outlook for Personal Investors

The Financial Outlook for Personal Investors: Why interest rates matter for markets
With the Bank of England's MPC displaying "studious inactivity", Russ Mould of A J Bell looks at why interest rates are so important to pricing in stock markets. Despite no change in rates, the UK market is now anticipating a cut soon helped by the Swedish Riksbank cutting its rates for the first time in 8 years, along with other European banks. Russ also looks at the types of shares that will benefit from falling rates – assuming investors are reading the runes correctly.
Guest:

Russ Mould

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Simon Rose

Gadgets & Gizmos: Another leap for AI, how to drink without getting drunk & battling noisy neighbours

Simon Rose
Original Broadcast:

Gadgets and Gizmos

Gadgets & Gizmos: Another leap for AI, how to drink without getting drunk & battling noisy neighbours
Steve Caplin is excited by ChatGPT's latest innovation which combines text, audio and video and talks to you uncannily realistically. He also explains which AI system you should use and points out that AI is not guaranteed to tell the truth. There's the video portal between Dublin and New York which had to be shut because of mischievous activity. Scientists have found a way to consume alcohol without getting drunk. MIT is working on a way to combat noisy neighbours. There may be a way to stop satellite jammers blinding planes' navigation systems. And Ordnance Survey is incorporating local nicknames to its maps.
Guest:

Steve Caplin

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Simon Rose

Gadgets & Gizmos: Monocab trains on demand, transparent wood & crowdsourcing hair colouring

Simon Rose
Original Broadcast:

Gadgets and Gizmos

Gadgets & Gizmos: Monocab trains on demand, transparent wood & crowdsourcing hair colouring
Steve Caplin delves into the world of tech, with ChatGPT withdrawing a voice Scarlett Johansson claims is too much like hers and tech companies agreeing not to develop AI that poses an "intolerable risk to humanity". German scientists are developing on-demand cabs to travel on disused railway lines. Apple's new accessibiity features are impressive. Chinese scientists are improving transparent wood to be flame retardant and "superhydrophobic". L'Oréal is crowdfunding a hair colouring device. The NHS is using drones to carry blood samples. And the Police might not have thought through their new solution to eBike mugging properly.
Guest:

Steve Caplin

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Simon Rose

Gadgets & Gizmos: Underwater bikes, robotic shoes, Bill Gates' unused megayacht & knifeless knives

Simon Rose
Original Broadcast:

Gadgets and Gizmos

Gadgets & Gizmos: Underwater bikes, robotic shoes, Bill Gates' unused megayacht & knifeless knives
Steve Caplin delves into the world of gadgets. You can swim faster with an underwater bike or the thrusters of the Jetdrive Pro. You can speedwalk with Moonwalker robotic shoes. There's an electric quadricycle and a personal flying system. You can now strap bike clips to your shoes. If you're after a megayacht, Bill Gates is selling his – unusued. The new Swiss Army Knife has no blades. And accountants BDO will no longer be doing Zoom interviews to cut down on cheating.
Guest:

Steve Caplin

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