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The Financial Outlook for Personal Investors: Why are mining stocks so unloved?

Simon Rose
Original Broadcast:

The Financial Outlook for Personal Investors

The Financial Outlook for Personal Investors: Why are mining stocks so unloved?
Ever the contrarian, Russ Mould of A J Bell wonders why he is getting no questions at the moment about mining shares. They have underperformed growth stocks for a decade or so and it is true they are suffering cost input issues like so many other businesses. However, their balance sheets are pretty healthy, we still need the things they dig out of the ground and the renewables transition will exacerbate this. At some stage, they might come back into favour. However, unless investors have geological expertise, they might be best sticking with the majors.
Guest:

Russ Mould


Published:
Simon Rose

The Financial Outlook for Personal Investors: The Middle East crisis & an investment trust to note

Simon Rose
Original Broadcast:

The Financial Outlook for Personal Investors

The Financial Outlook for Personal Investors: The Middle East crisis & an investment trust to note
Neil Shah of Edison Group looks at the possible ramifications of the Middle East crisis which, if it continues, could mean higher oil prices, a less optimistic picture for inflation and a boost for safe havens, perhaps with tech stocks stuffering. He points out that it's a binary switch, with the opposite happening if the situation improves. He also talks about the Abrdn UK Smaller Growth Trust. Despite a difficult year, the managers are sticking to their policy of holding quality stocks for the long term. It stands at a 14% discount to asset value and offers a 2.8% yield. There are more details in a note on the Edison website.
Guest:

Neil Shah


Published:
Simon Rose

The Business of Film: The Eras Tour, The Miracle Club, Blackberry & Fair Play

Simon Rose
Original Broadcast:

The Business Of Film

The Business of Film: The Eras Tour, The Miracle Club, Blackberry & Fair Play
James Cameron-Wilson reviews the latest UK box office where the Taylor Swift concert film, The Eras Tour, sweeps everything before it with a massive £5.7m take, making it the highest-ever event release in the UK, just on its first weekend. James was disappointed by The Miracle Club (#9) despite Laura Linney and Maggie Smith. Simon Rose caught up with Blackberry, finding it one of the best business movies he's seen. On Netflix, James was full of praise for hedge-fund-set Fair Play, an intense and emotional drama, with Phoebe Dynevor a talent on the rise.
Guest:

James Cameron-Wilson


Published:
Simon Rose

Gadgets & Gizmos: Nasa's mining mission, Twitter's fees & Amazon drone deliveries

Simon Rose
Original Broadcast:

Gadgets and Gizmos

Gadgets & Gizmos: Nasa's mining mission, Twitter's fees & Amazon drone deliveries
Steve Caplin dazzles Simon Rose with the latest tech news. NASA are using SpaceX to visit an asteroid worth $10 quadrillion. Twitter is to introduce an annual fee, but only in 2 countries. Amazon say they'll be delivering by drone by the end of next year. Adobe have developed a dress that changes pattern. Japanese scientists have discovered that drinking alcohol-free drinks reduces your alcoholic intake. There's a flat-pack electric car for €10,000. And a bricklaying robot will be able to lay 300 masonry blocks an hour, with no need for any tea breaks.
Guest:

Steve Caplin


Published:
Simon Rose

The Bigger Picture: Sunak's visit to Israel, Keir Starmer & the Labour Conference and the by-elections

Simon Rose
Original Broadcast:

The Bigger Picture

The Bigger Picture: Sunak's visit to Israel, Keir Starmer & the Labour Conference and the by-elections
Political commentator Mike Indian reflects upon the Prime Minister's visit to Israel and the UK reaction to the delicate situation, feeling that this is Sunak's first test on the world stage. After attending the Labour Party conference, he feels that, for the first time in a long time, Labour feel like a party expecting to be in government soon. And, on the day of two by-elections, he wonders if the Prime Minister will call the General Election earlier than he has to.
Guest:

Mike Indian


Published:
Simon Rose

The Bigger Picture: Labour to the right of the Tories, are we facing a financial crisis & the revolt against Net Zero

Simon Rose
Original Broadcast:

The Bigger Picture

The Bigger Picture: Labour to the right of the Tories, are we facing a financial crisis & the revolt against Net Zero
Professor Tim Evans of Middlesex University looks at Labour's move to the right of the Tories on housing and the NHS and feels it could become the natural party of government in the biggest seismic shift in UK politics since the early 20th century. He considers whether the world is hurtling towards a global financial crisis. And he assesses the growing public revolt around Europe against Net Zero, finding himself puzzled that no government appears to have carried out any costings in advance of such policies being announced.
Guest:

Professor Tim Evans


Published:
Simon Rose

The Business of Fim: The Exorcist Believer, The Creator, The Great Escaper, The Old Oak & 20 Days in Mariupol

Simon Rose
Original Broadcast:

The Business Of Film

The Business of Fim: The Exorcist Believer, The Creator, The Great Escaper, The Old Oak & 20 Days in Mariupol
James Cameron-Wilson takes Simon Rose through the box office chart, led by The Exorcist: Believer which, despite the presence of Ellen Burstyn, James found boring, underlit & clichéd. He thought Gareth Edwards' sci-fi epic The Creator at #2 visually powerful and his best film to date. While Saw 10 (#3) was ingenious, James found it horribly sadistic and gave him a sleepless night, something a film rarely does. He thought The Great Escaper (#4) with Michael Caine & Glenda Jackson a padded anecdote rather than a film. Ken Loach's The Old Oak (#8) was marred by a contrived ending. Way down at #31, though, he found the documentary 20 Days In Mariupol about the invasion of Ukraine needed a strong stomach but was an amazing record of life in a war zone.
Guest:

James Cameron-Wilson


Published:
Simon Rose

Gadgets & Gizmos: AI traffic lights, Prada spacesuits & wheelchairs for stairs

Simon Rose
Original Broadcast:

Gadgets and Gizmos

Gadgets & Gizmos: AI traffic lights, Prada spacesuits & wheelchairs for stairs
Steve Caplin talks tech with Simon Rose. Manchester is to trial AI-controlled traffic lights, Prada are to make spacesuits to go to the moon while there's a watch commemoriating Neil Armstrong which contains moon dust. There's a wheelchair which can climb stairs, Japanese businessmen can nap upright in a Giraffenap and nouvelle cuisine goes mobile with food dancing around the plate. All this and more.
Guest:

Steve Caplin


Published:
Simon Rose

The Financial Outlook for Personal Investors: What do conflicts mean for markets?

Simon Rose
Original Broadcast:

The Financial Outlook for Personal Investors

The Financial Outlook for Personal Investors: What do conflicts mean for markets?
Russ Mould of A J Bell looks at the effect conflicts have had on financial markets using the All-Share Index since it was instituted in 1962. While recognising that much else is more important, he concludes that, by and large, the reaction of markets is not long lasting. The big exception was 1973's Yom Kippur War which led to the 73-4 oil price shock. While events may not be directly comparable, with inflation heightened and debt at astronomic heights, we have to hope that the US economy does not hit the buffers. Russ's Nostrodamic view is that as governments can't afford deflation, interest rates will be pushed lower. Please note: Russ's inability to access broadband means that sound quality is variable in places.
Guest:

Russ Mould


Published:
Simon Rose

The Bigger Picture: Why big projects go over budget, BBC licence fee & the UK's EU history

Simon Rose
Original Broadcast:

The Bigger Picture

The Bigger Picture: Why big projects go over budget, BBC licence fee & the UK's EU history
In an episode first broadcast on 13th February 2020, just a couple of weeks before the Covid pandemic started, Professor Tim Evans of Middlesex University examined why big construction projects such as Crossrail and HS2 go over budget, what ought to be done about the BBC and its licence fee and he cast a look back over the UK's troubled relationship with the EU during its 47-year membership. In the light of Rishi Sunak's cancellation last week of HS2 north of Birmingham, it's interesting to note the strains in the HS2 project which were already evident three and half years ago. Meanwhile here's the link to our more recent commentary, Public Finance Disasters in Small Print: https://www.shareradio.co.uk/thinkingaloud/newsletters/comment-wc-2023-08-07/
Guest:

Professor Tim Evans


Published: