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Jeremy Siegel, a professor at Wharton and the author of Stocks for the Long Run is ready for an emergency rate cut. Jim Gillies and Ricky Mulvey discuss being a buyer of stocks when others are forced to sell, signs that the economy is fraying, and reasons not to panic, and Celsius’s quarter. Plus, 18 minutes in, Alison Southwick and Robert Brokamp answer listener questions about bond ETFs, asset allocation, and Social Security. Companies/tickers mentioned: KTB, AAPL, CELH, SCYB, USHY. Got a question for the show? Email us at [email protected]. Host - Ricky Mulvey; Guests - Jim Gillies, Alison Southwick, Robert Brokamp

Adam Cox is joined by Giles Dickson, the CEO of WindEurope. Giles talks to Adam all about the current state of wind energy in the UK. With a new government at the helm, Giles also discusses what the future could hold for wind energy. https://windeurope.org/

Adam Cox is joined by Tanzeela Mumtaz and Zoya Abid from the Criminal Injuries Helpline. They talk to Adam about a new government scheme that looks to provide compensation for survivors of domestic abuse. https://criminalinjurieshelpline.co.uk/

Serial entrepreneurs have to adjust their mindset for selling in different situations, and Adam Cox helps with that adjustment by mapping across from one state to another, and by using the hypnotic technique of future pacing to adopt different approaches.

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.

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.

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/

It's been a long wait for summer this year, and we need to search for glimmers of hope as we approach the new political/economic/academic year. One such is the significant rise in Maths 'A' level entries, which will help young people find good careers. Another is the 0.25% reduction in interest rates: a cautious and close-run decision in times of considerable turbulence. Real interest rates are still 3%, so there's a long way to go. If the current rash of street riots allow it, we need to use the few weeks of summer calm to reflect on the big issues holding us back, including how to achieve a world without poverty. Background music: 'Solar Power' by Ashley Shadow

Some relief for borrowers as interest rates start to edge down — has the economy turned a corner? Georgie Frost, Simon Lambert and Lee Boyce discuss this and the Chancellor's speech on Monday 29 July, looking ahead to the Budget in October. Also — are broadband and phone prices set to soar again?

Amazon, Alphabet, Microsoft, and Meta are all spending a ton of money to build out cloud capabilities to fuel the next phase of AI growth. But the market isn’t sold on that spend yet. Ron Gross and Matt Argersinger discuss why recent job numbers dramatically boosted the likelihood of a rate cut in 2024, Intel’s dividend cut, and what history has to say about companies that stop payments to shareholders, why Apple and Meta are holding up well during a tough earnings season for big tech, and Amazon, Microsoft, and Alphabet’s combined $45B in capital expenditures this quarter, and how investors should be thinking about this investment phase in AI. . Then, 32 minutes in, Ron and Matt break down two stocks on their radar: Designer Brands and MercadoLibre. Stocks discussed: INTC, AAPL, META, AMZN, MSFT, GOOG, GOOGL, DBI, MELI. Host - Dylan Lewis; Guests - Ron Gross, Matt Argersinger