Share Sounds

Technically, £100k annual earnings would meet the 'rich' definition, but many would say 'no'. Simon Lambert and Georgie Frost discuss with a psychologist how to address this vexed question. Also, following the new energy tariff changes, should you fix or not fix? And finally, Carol Knight explains why reducing the tax benefits on Cash ISAs will not make more people buy shares.

The great buildout for AI and GLP-1 drugs continues. Jason Moser and Matt Argersinger discuss how Nvidia continues to deliver in the face of great expectations, but even those great results haven’t kept the market happy with the chipmaker or big tech stocks to start 2025, Apple and Eli Lilly’s plans to expand manufacturing and development in the U.S., and earning updates from Home Depot, Axon, and Cava. Here is Jason’s fabled at-home Cava recipe: https://moribyan.com/spicy-lamb-meatballs-cava-copycat/. Then, 19 minutes in, Jason dives deeper into Axon’s earnings with President Josh Isner, breaking down some of the major growth opportunities ahead, and how the company is approaching the focus on government budgets and tariff talks. Finally, 35 minutes in, Matt and Jason break down two stocks on their radar: Marqueta and EPR Properties. Stocks discussed: NVDA, AAPL, LLY, HD, AXON, CAVA, MQ, EPR. Host - Dylan Lewis; Guests - Jason Moser, Matt Argersinger, Josh Isner

Berkshire’s cash hoard is approaching “Dr. Evil” levels. Tim Beyers and Dylan Lewis discuss Warren Buffett’s message to investors and Berkshire Hathaway shareholders in his annual letter, Berkshire’s growing cash position and what it might say about his view of the investing opportunities out there, and Apple’s $500Bn commitment to its Advanced Manufacturing Fund, AI development, and R&D efforts. Then, 16 minutes in, American's pharmaceutical options for legally treating mental health issues could expand soon. MindMed is testing the effects of LSD on depression and Anxiety, the company’s CEO Rob Barrow talks Ricky Mulvey through his company's work and the future of psychedelics and mental health. Companies discussed: BRK.A, BRK.B, AAPL, MNMD. Host - Dylan Lewis; Guests - Tim Beyers, Rob Barrow, Ricky Mulvey

Adam Cox is joined by Amrit Dhaliwal, the CEO of CEO of Walfinch and author of Time to Thrive: The Home Care Revolution. He argues that the sector isn’t just in need of reform — it’s on the brink of becoming a success story. https://walfinch.com/

For those struggling with a recent relationship break-up, or who are on the verge of one, this episode may help by looking at the stages of the grief cycle: starting with denial, then varieties of anger or bargaining, then sadness/depression, and finally acceptance. Adam Cox discusses how that process can be fast-tracked by bringing up these emotions to the point where elements of wisdom and even gratitude can be achieved from the relationship.

As Keir Starmer is about to visit Washington, Professor Tim Evans of Middlesex University thinks Trump's grand plan with regard to Europe and Ukraine is to prevent Russia becoming China's extraction site and tempt Russia out of China's orbit. With UK local elections looming, he thinks Labour are panicking, particularly in Wales. After over a century of Labour rule he feels that, as with the Conservatives in Scotland, Labour could now be so unpopular that Reform and Farage could end up dominating Welsh politics. And he discusses an article by Lord Roberts attempting to correct historical ignorance about the Nazis.

James Cameron-Wilson says box office, though down 39%, is still up 78% year-on-year thanks to Bridget Jones. #4 is The Monkey, a spectacularly grisly horror film which, neither funny nor scary, is just depressing and illogical. I Am Still Here is #6, Walter Salles's much-garlanded docudrama about Brazil's dictatorship in the 1970s. James loved the Blu-Ray box set "Douglas Sirk 1934-5" with the director's three lost German films available for the first time. And James ends with his predictions for the forthcoming Oscars.

Steve Caplin celebrates Photoshop coming to the iPhone, as well as Microsoft producing its first quantum computing chip, apparently powered by topological qubits. Amazon is launching Alexa+, creating your own trusted assistant. It costs but, bizarrely, more than Amazon Prime, which offers it free. If you're looking for a coffee stand or ice cream van, there's a new app to guide you. Huawai has a trifold phone. Tech trekking poles contain a folding tent. Over 1,000 artists have produced an album of silence to protest the Government's plans on AI & copyright. And walnuts could boost your brain, if you eat enough of them.

Russ Mould of A J Bell says that while the UK economy may look gloomy, it is not the stock market. With earnings season under way, 82 companies are doing better than expected, with 72 doing worse, so things look moderately positive. Remember of course, that the majority of FTSE company profits are earned overseas. With buybacks significantly ahead of last year, the cash yield is 4.5-5%. The UK is cheap compared to the US, on 28 times forward earnings. But they are more exposed to technology and, let's face it, the Americans are more ruthless and work harder. Russ also gives his views on whether the Government should be trying to get more people to invest.

The 2025 Doomsday Clock is set at just 89 seconds before midnight by the Bulletin of the Atomic Scientists, but it's not just the potential for nuclear catastrophe that is rearing its head: climate change and biodiversity are causing deep concerns, and even if we can struggle through this difficult period, the legacy that we're leaving to future generations is awful. It's said that charity begins at home, but the treatment of our own young people is not encouraging in this respect: debts abound, both at the personal and public levels. With so many current-day challenges, the big question is how to encourage people — and our elected leaders — to take a longer-term perspective? Background music: 'Lost In Prayer' by Doug Maxwell The Doomsday Clock is created and managed by the Bulletin of the Atomic Scientists