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The Financial Outlook for Personal Investors: Greggs & Gresham House Energy Storage Fund

Simon Rose
Original Broadcast:

The Financial Outlook for Personal Investors

The Financial Outlook for Personal Investors: Greggs & Gresham House Energy Storage Fund
Neil Shah of Edison Group sees little to disappoint with Greggs' Q3 results. It remains a hugely efficient machine which is great at understanding consumer needs. Opening new stores aggressively in the wake of Covid and expanding into evening service, it remains attractively priced. He also looks at the collective investment vehicle Gresham House Energy Storage Fund. It has performed poorly of late. But the long term opportunity is great as we pivot to renewables, which need battery energy storage and it is an interesting opportunity as it is at a significant discount. More information is on the Edison Website. (https://www.edisongroup.com/research/rising-revenues-and-big-plans-for-the-future/34011/)
Guest:

Neil Shah

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Simon Rose

The Bigger Picture: The AI revolution, Labour heading to the market right & Cronygate

Simon Rose
Original Broadcast:

The Bigger Picture

The Bigger Picture: The AI revolution, Labour heading to the market right & Cronygate
Professor Tim Evans of Middlesex University says that we are living through the days of immense change and that AI is an evolving technology without end. While imperfect and with moral challenges that need to be faced, everyone should get to grips with it. From non-doms to university fees and housing, he returns to the subject of Labour moving to the market right of politics with little challenge from the directionless Conservatives. And with Labour's honeymoon well and truly over and talk about links between Lord Alli and Syria's Assad, how damaging will Cronygate be?
Guest:

Professor Tim Evans

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Simon Rose

The Business of Film: The Substance, Prima Facie, Michael Powell & Rebel Ridge

Simon Rose
Original Broadcast:

The Business Of Film

The Business of Film: The Substance, Prima Facie, Michael Powell & Rebel Ridge
Box office is down 27%, says James Cameron-Wilson with new entry The Substance, a feminist body horror starring Demi Moore, entering only at #3. Although #12, Jodie Comer's Prima Facie has now taken £7.6m, the highest ever for an event movie and it is still screening. James waxed lyrical about the extras-laden Blu-Ray Michael Powell: Early Works, giving umpteen insights into the development of one of the UK's greatest directors. He was also positive about Netflix's Rebel Ridge, a thriller about corruption and racism in America's South with Aaron Pierre and Don Johnson, even if the drama ebbs away when it begins to resemble First Blood.
Guest:

James Cameron-Wilson

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Simon Rose

Gadgets & Gizmos: New iPhone tricks, AI hardware, Tetris prescribed for PTSD & golden lettuce

Simon Rose
Original Broadcast:

Gadgets and Gizmos

Gadgets & Gizmos: New iPhone tricks, AI hardware, Tetris prescribed for PTSD & golden lettuce
Tech talk with Steve Caplin. He demonstrates the iPhone's way of filtering out unwanted background noise. OpenAI are to produce an AI hardware device to be designed by Sir Jony Ive. AI can now fool CAPTHA into thinking it's human. Tetris can apparently help treat PTSD. Magic mushrooms can help with chronic depression. Spanish scientists have developed a superfood yellow lettuce. For some reason Wordle is coming to Meta Quest. And red wine, dark chocolate and cheese help to lower the risk of dementia.
Guest:

Steve Caplin

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Simon Rose

The Financial Outlook for Personal Investors: US interest rates and UK market prospects

Simon Rose
Original Broadcast:

The Financial Outlook for Personal Investors

The Financial Outlook for Personal Investors: US interest rates and UK market prospects
Russ Mould of A J Bell discusses the Fed cutting rates by half a percentage point – rather high for the start of a cycle – and China's latest attempt at stimulus. In the UK, cyclical sectors are leading the way and the market benefits from being lower-rated and having more political stability, at least more than the US. The FTSE-350 also has an effective yield of 7.5%. Financial markets were not keen on Brexit but the pound is now almost back to pre-Brexit levels against the dollar, which will help suppress inflation, even if it crimps earnings and dividends.
Guest:

Russ Mould

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Simon Rose

The Financial Outlook for Personal Investors: IP Group & Discoverie

Simon Rose
Original Broadcast:

The Financial Outlook for Personal Investors

The Financial Outlook for Personal Investors: IP Group & Discoverie
Neil Shah of Edison Group says that tech-focussed, early-stage venture capital company IP Group is worth taking a look at. With a market cap of £460m, some of the businesses it invested in are now quoted and, while the interim results reflected a difficult period, things are now improving. With some facinating things in the portfolio, the long-duration investor IP is at a 56% discount to net asset value. Discoverie creates and sources electronic designs and components and has just moved into security. It's an attractive long-term business with high returns yet is at a 27% discount to its peers. More info is on the Edison website (https://www.edisongroup.com/).
Guest:

neil shah

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Simon Rose

The Business of Film: Speak No Evil, Lee & The Critic

Simon Rose
Original Broadcast:

The Business Of Film

The Business of Film: Speak No Evil, Lee & The Critic
James Cameron-Wilson tells Simon Rose that box office is down 21%, with Beetlejuice Beetlejuice still #1. #2 is the James McAvoy thriller of manners Speak No Evil which James praised highly while advising cinemagoers to avoid the trailer. Kate Winslet stars in passion project Lee (#3) about WW2 photojournalist Lee Miller. While she is brilliant and the film looks amazing, the story is so slow paced and conventionally told James had trouble keeping his eyes open. And while he enjoyed Ian McKellen's performance in the 1930s-set The Critic (#7), he found it improbable, flat, leaden and lacking in humour as well, as too often these days, much too dark.
Guest:

James Cameron-Wilson

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Simon Rose

The Bigger Picture: Sue Gray's salary & Starmer's freebies, the LibDem conference and the nation's health

Simon Rose
Original Broadcast:

The Bigger Picture

The Bigger Picture: Sue Gray's salary & Starmer's freebies, the LibDem conference and the nation's health
Political commentator Mike Indian discusses the increase in salary of Downing Street Chief of Staff Sue Gray to £170,000, £3,000 more than the PM. Only time will tell how valuable her role is. Given Labour's attack on sleaze when in opposition, how serious are the revelations about freebies given to Keir Starmer and other politicians? What do donors expect in return? Mike also discusses the optimism of the LibDem conference. But they aren't a cohesive parliamentary group yet and are very much a party of southern England. And he looks at the Darzi review into the NHS. What could reforms look like and how can Labour seriously reduce the number of people who are off work sick?
Guest:

Mike Indian

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Simon Rose

Gadgets & Gizmos: Holographic doctors, peelable paint & the IgNobel prizes

Simon Rose
Original Broadcast:

Gadgets and Gizmos

Gadgets & Gizmos: Holographic doctors, peelable paint & the IgNobel prizes
Steve Caplin explains how patients in rural America can now consult specialists using holographs. There's a less intrusive brain-to-computer interface. Scientists have found a way to help the voiceless speak. A car, unstable at high speeds, can expand its wheels to go faster. A new paint can be peeled off. A novel phone alarm makes sure you get out of bed. People are getting mules to do their exercising for them. And Steve reveals some of the most interesting entries for this years IgNobel Prize.
Guest:

Steve Caplin

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Simon Rose

The Bigger Picture: Starmer's trap for the Tories, Labour's private housing & the AI revolution

Simon Rose
Original Broadcast:

The Bigger Picture

The Bigger Picture: Starmer's trap for the Tories, Labour's private housing & the AI revolution
Professor Tim Evans of Middlesex University says that Labour, beginning with the means testing of the winter fuel payment, has moved to the right of the Conservatives and begun a barrage of welfare cuts. He believes the Tories have fallen into Starmer's trap and do not know how to react; they need a more sophisticated approach to opposition. He discusses how Labour intend to drive growth with a housebuilding spurt but will central planning work? And he marvels at the inflexion point that is AI, particularly withthe news that AI will be able to detect early signs of over 1,000 diseases.
Guest:

Professor Tim Evans

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