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Simon Rose

The Bigger Picture: Can Kamala Harris win, UK riots and Labour's public sector pay deals

Simon Rose
Original Broadcast:

The Bigger Picture

The Bigger Picture: Can Kamala Harris win, UK riots and Labour's public sector pay deals
Political commentator Mike Indian looks at the Democratic nomination of Kamala Harris for US President and how the likely outcome of the election has changed since Biden stood aside. Back in the UK, he discusses the recent riots, asks where it might lead and ponders whether we currently have a justice system we can be proud of. He also looks at Labour's pay deals with the likes of the train drivers and whether it will embolden other public sector workers.
Guest:

Mike Indian


Published:
Simon Rose

The Bigger Picture: Investing in an uncertain political & economic environment

Simon Rose
Original Broadcast:

The Bigger Picture

The Bigger Picture: Investing in an uncertain political & economic environment
Tim Price of Price Value Partners offers a guide to investing in uncertain times and why it is important not to judge your performance against others but in absolute terms. He explains why his fund avoids bonds but instead invests in: trend-following funds (all TFF funds made money in the dreadful markets of 2008); profitable, debt-free value stocks following the strategies of Benjamin Graham; and tangible, real, non-financial assets. He discusses the under-reporting of inflation and the problems caused by the US national debt of $35 trillion, increasing by $1 trillion every 100 days, pointing out that the UK situation is comparable. Tim's weekly commentary is available at https://www.pricevaluepartners.com/
Guest:

Tim Price


Published:
Simon Rose

The Bigger Picture: The university crisis, China's economy is in trouble & demand for EVs is faltering

Simon Rose
Original Broadcast:

The Bigger Picture

The Bigger Picture: The university crisis, China's economy is in trouble & demand for EVs is faltering
Professor Tim Evans of Middlesex University explains why the UK's world-class universities sector is in crisis and that it ought to be no surprise to economists, given that it has effectively a politically-imposed price control system. There are solutions, though, if the will is there. In China there is a huge glut in industrial production, with 30% of industrial firms operating at a loss. China's GDP could be at least 40% smaller than we're being told. And, he says, it is now clear that EV demand is not behaving as the politicians would wish, with some companies now developing new types of petrol engines.
Guest:

Professor Tim Evans


Published:
Simon Rose

The Business of Film: Alien Romulus, Hollywoodgate and Laurel & Hardy – The Silent Years

Simon Rose
Original Broadcast:

The Business Of Film

The Business of Film: Alien Romulus, Hollywoodgate and Laurel & Hardy – The Silent Years
With box office buoyant, James Cameron-Wilson was blown away by Alien:Romulus, the 9th in the series and the new #1. It feels fresh and smart, has a great retro look and, above all, is how horror films should work. He was glad to have caught #22 Hollywoodgate, a documentary made with the Taliban's cooperation after the United States pulled out of Afghanistan, leaving behind £7bn of military equipment. He found it eye-opening, fascinating and frightening. He (and Simon) were full of praise for the 2-disc set of Laurel & Hardy: The Silent Years. Beautifully restored, these comedies from 100 years ago and more are still fresh and funny and the superb extras only add to the enjoyment.
Guest:

James Cameron-Wilson


Published:
Simon Rose

The Business of Film: Harold and the Purple Crayon, Thelma & The Instigators

Simon Rose
Original Broadcast:

The Business Of Film

The Business of Film: Harold and the Purple Crayon, Thelma & The Instigators
James Cameron-Wilson celebrates box office up 82%, helped by Deadpool & Wolverine at #1 for a 2nd week. He enjoyed the sweet-natured, amusing family film Harold & The Purple Crayon at #5 which is full of joi de vivre, innocence and wonder. He also loves Thelma at #20. June Squibb's first starring role at the age of 94, it's an action thriller like you've never before which is also extemely funny. On Apple+ he mostly enjoyed The Instigators with Matt Damon reunited with director Doug Liman in an anti-heist movie.
Guest:

James Cameron-Wilson


Published:
Simon Rose

The Business of Film: It Ends With Us, Trap and Borderlands

Simon Rose
Original Broadcast:

The Business Of Film

The Business of Film: It Ends With Us, Trap and Borderlands
James Cameron-Wilson is joined by guest interrogator Chad Kennerk to discuss the UK box-office, which has dipped 3% from the previous weekend. Sadly, he was not a fan of any of the three new releases in the marketplace: he found 'It Ends With Us' implausible and ridiculous, M. Night Shyamalan’s psycho-thriller 'Trap' contrived and inexplicable and the video game adaptation 'Borderlands' (with Cate Blanchett, of all people) derivative and chaotic.
Guests:

James Cameron Wilson, Chad Kennerk


Published:
Simon Rose

The Financial Outlook for Personal Investors: Foxtons & Topps Tiles

Simon Rose
Original Broadcast:

The Financial Outlook for Personal Investors

The Financial Outlook for Personal Investors: Foxtons & Topps Tiles
Neil Shah of Edison group looks at a couple of companies which will benefit from the cycle turning in response to declining interest rates. Both are related to the housing market. Estate agents Foxtons have a reasonably-new management team and their interim results show encouraging progress and seem reasonably valued. So too is Topps Tiles, which Neil has discussed on Share Radio before. They are expanding their commercial and online business and doing all the right things. There are notes on both companies on the Edison website: https://www.edisongroup.com.
Guest:

Neil Shah


Published:
Simon Rose

The Financial Outlook for Personal Investors: The global diversified miners

Simon Rose
Original Broadcast:

The Financial Outlook for Personal Investors

The Financial Outlook for Personal Investors: The global diversified miners
Andrew Keen, head of resources at Edison Group, discusses the global diversified miners. Although known for volatility and economic exposure, they are, he says, effectively commodity portfolio managers, a proxy for commodity baskets. While it is difficult for most private clients to research individual commodities and mining stocks, it is not hard to understand the large companies. However, when considering the majors, he suggests that investors should do their own ESG assessment.
Guest:

Andrew Keen


Published:
Simon Rose

The Financial Outlook for Personal Investors: How do markets react to falling interest rates?

Simon Rose
Original Broadcast:

The Financial Outlook for Personal Investors

The Financial Outlook for Personal Investors: How do markets react to falling interest rates?
So far this year there have been 108 interest rate cuts worldwide. Russ Mould of A J Bell has crunched the numbers for 13 interest rate cycles and found that the All-Share Index averages a gain of 16.5% after 2 years from falling rates. However, with investors often anticipating cuts, markets are far more volatile for the first 3-6 months. Russ also considers whether very low rates are a good thing, pointing out that a quest for stability by central banks can ultimately lead to greater instability.
Guest:

Russ Mould


Published:
Simon Rose

Gadgets & Gizmos: Robot dentists, making bricks from rubble & stopping cow burps

Simon Rose
Original Broadcast:

Gadgets and Gizmos

Gadgets & Gizmos: Robot dentists, making bricks from rubble & stopping cow burps
The man who knows tech stuff, Steve Caplin, discusses a household robot with a terrifying featureless face and the first autonomous dentist, apparently much faster than the real thing. There's a mosquito tracker, an AI-powered golf trolley, a necklace to jog your memory and a mobile factory that can make bricks from rubble, which is being sent to Ukraine. To solve the problem of moths in museums and stately homes, Rentokil suggests parasitc wasps while a pill could stop cows producing methane-laden burps. And do men drive more riskily if the voice on their satnav is female?
Guest:

Steve Caplin


Published: