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The Financial Outlook for Personal Investors: Why so many gold miners are being bid for

Simon Rose
Original Broadcast:

The Financial Outlook for Personal Investors

The Financial Outlook for Personal Investors: Why so many gold miners are being bid for
In the wake of the AngloGold Ashanti bid for Centamin at 1.7x price/book value, Russ Mould of A J Bell explains why so many gold miners are being bid for. Russ points out that gold mining shares are at an all-time low compared to the gold price. And gold itself is no more expensive relative to equities than it was when Richard Nixon took the dollar off the gold standard. Combined with the fact that utiities are the top US performing sector, perhaps it indicates that, after 16 years of an extreme monetary exeriment, investors are expecting something nasty to crawl out of the woodwork.
Guest:

Russ Mould

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Simon Rose

The Financial Outlook for Personal Investors: Rightmove & Barratt Developments

Simon Rose
Original Broadcast:

The Financial Outlook for Personal Investors

The Financial Outlook for Personal Investors: Rightmove & Barratt Developments
Neil Shah of Edison Group takes a look at two housing-related stocks. Rightmove has surged on talk of a bid. It's a jewel of a stock with something like 80% of the online estate agency market. This shows yet again how overseas investors consider the UK market undervalued. Neil believes Rightmove's model has amazing potential for AI. He also discusses Barratt Developments, which has just produced a tough set of full year results with profits down 75%. However, the mood music for the future is much more positive and there's a bit of a turnaround. While there's uncertainty over what the Budget will bring, Labour's desire to ramp up housebuilding could see them well placed.
Guest:

Neil Shah

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Simon Rose

The Business of Film: AfrAId, The Deliverance & The Union

Simon Rose
Original Broadcast:

The Business Of Film

The Business of Film: AfrAId, The Deliverance & The Union
James Cameron-Wilson laments box office declining 30% despite National Cinema Day. The only new film is AI horror AfrAId at #10 with a family at the mercy of a digital assistant. Although slammed by critics, James found it nuanced and horrifically believable. He also watched faith-based horror The Deliverance on Netflix which features Glenn Close. Although not a great film, it still delivers a frightfest. James thinks that spy thriller The Union, also on Netflix and starring Halle Berry and Mark Wahlberg, might be one of those films so bad that it's good. He found it absurdly diverting.
Guest:

James Cameron-Wilson

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Simon Rose

Gadgets & Gizmos: Underground nuclear power stations, water cremation & biohybrid computing

Simon Rose
Original Broadcast:

Gadgets and Gizmos

Gadgets & Gizmos: Underground nuclear power stations, water cremation & biohybrid computing
Steve Caplin discusses the astronauts whose space stay of 8 days has turned into 8 months. Nuclear power could be safer if the power stations are buried one mile underground. Water cremation is coming to the UK soon. There's an e-ink computer which will work in sunlight – though not for very long. Italian scientists have a humanoid jetpack robot to rescue people on mountains – with a few drawbacks. Ultrasonic joining solves the problem of sticking wood and metal. And biohybrid computing, which already gives robots locusts' ears is now adapting fungi's mycelium root communication to electronics.
Guest:

Steve Caplin

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Simon Rose

The Bigger Picture: The Grenfell Tower inquiry, Labour and worker rights and UK arms to Israel

Simon Rose
Original Broadcast:

The Bigger Picture

The Bigger Picture: The Grenfell Tower inquiry, Labour and worker rights and UK arms to Israel
Political commentator Mike Indian looks at the Grenfell Tower inquiry report which damns governments and the private sector and discusses what has to happen next. Labour's push on workers' rights is, he says, the biggest change in employment law for 40 years. Its ambition is radical but it is a ragbag of measures with no unity of thought behind it. He also considers the part suspension of arms sales of Israel and the complexity of such decisions.
Guest:

Mike Indian

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Simon Rose

The Bigger Picture: Starmer's downbeat tone, the Tory leadership & the de-growth movement

Simon Rose
Original Broadcast:

The Bigger Picture

The Bigger Picture: Starmer's downbeat tone, the Tory leadership & the de-growth movement
Professor Tim Evans of Middlesex University considers the pessimistic tone adopted by Keir Starmer in his Downing Street garden speech. Will things get better after they get worse or is there something fundamentally wrong with the UK economy? With the right disunited and the Conservatives badly bruised, Tim considers the Tory leadership race and who is supporting each candidate. And he looks at the ideas behind the de-growth movement which suggests that we should abandon GDP as a measure of society's wellbeing.
Guest:

Professor Tim Evans

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Simon Rose

The Business of Film: Kneecap, Blink Twice, The Crow, Widow Cliquot & Miller's Girl

Simon Rose
Original Broadcast:

The Business Of Film

The Business of Film: Kneecap, Blink Twice, The Crow, Widow Cliquot & Miller's Girl
James Cameron-Wilson reports on a bumper week of films, despite the box office take falling 17%. Kneecap, a mashup of A Hard Day's Night and Trainspotting is #5. Psychological thriller Blink Twice is #6. Written and directed by Zoe Kravitz and starring Channing Tatum, James felt that, though unsettling, he'd seen it all before. The supposed remake of The Crow at #8 was brilliantly made and disturbing but illogical. James both admired and hated it. Simon felt that Widow Cliquot at #24 was a wasted opportunity to explain the science behind champagne making. On Amazon Prime, James admired Miller's Girl, written & directed by Jade Halley Bartlett, a whipsmart movie about creative writing with wonderful dialogue.
Guest:

James Cameron-Wilson

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Simon Rose

Gadgets & Gizmos: Internet blimps, Steve Jobs' Apple 1 computer & reinventing the wheel

Simon Rose
Original Broadcast:

Gadgets and Gizmos

Gadgets & Gizmos: Internet blimps, Steve Jobs' Apple 1 computer & reinventing the wheel
Tech talk with Steve Caplin. A blimp with GPS has been developed to beam high speed internet to remote places. Steve Jobs' 1976 Apple 1 computer is up for auction. Jonny Davies has set a new world record for being dragged behind a motorbike. Korean scientists have reinvented the wheel for bumpy ground. Scientists testing fruit flies prove we are happier drinking with friends. There's a £134,000 watch beased on the Blackbird supersonic spy plane. ePaper displays no longer need batteries. ChatGPT has been answering users in Welsh. Steve's favourite drone, the HoverAir X1, has been updated. And there's a new dual screen laptop with a flipscreen ideal for meetings.
Guest:

Steve Caplin

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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

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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

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