Share Sounds

It's always a good idea to know why you're about to invest in a business. Jason Moser discusses short-term catalysts, long-term trends, and why it's ok to invest in both, the importance of understanding how a business makes money, and reasons to sell a stock. Plus, 10 minutes in, Deidre Woollard looks back at the bear market of 2020 with Liz Hoffman, author of the new book 'Crash Landing: The Inside Story Of How The World's Biggest Companies Survived An Economy On The Brink'. Companies discussed: ABND GS, HLT. Host - Chris Hill; Guests - Jason Moser, Deidre Woollard, Liz Hoffman

Experiencing trauma during childhood or in adult life often results in people developing a coping strategy. This may involve retreating to 'survival mode', and it may be a dark place, providing little solace. In this episode, Adam explores how to turn that experience into a place of possibility which can dispel anxiety or those feelings of being unsafe.

Professor Tim Evans of Middlesex University explains to Simon Rose why he sees an almighty showdown with the EU coming over the rule of law over UK asylum plans. He wonders if a "steady as you go" Budget might actually boost the Conservatives' electoral prospects. And, in the light of the Republican Party dividing over support for Ukraine, he discusses the long tradition of American isolationism, pointing out that the latest split is extremely worrying for NATO.

James Cameron-Wilson takes Simon Rose through the latest UK box office numbers, up 22%, largely thanks to the arrival at #1 of Creed III. Taking £5m at the weekend and starring and directed by Michael B Jordan, James found it a polished, well-directed, crowd-pleasing movie. On Amazon Prime, he found Somebody I Used To Know, starring Alison Brie and written by her and her directing husband Dave Franco, watchable but undermined by an abrupt tonal switch from comedy to heavier drama. Netflix's comedy horror We Have A Ghost he found too ambitious for its own good and most definitely over-long.

Tech expert Steve Caplin discusses Tesla's non-Ford assembly line, Musk's dull investor day and a setback for his Neuralink. Breadcrumbs will be the key to exploring caves on Mars, it seems, while the iMAG could be the way to end uncomfortable endoscopies and 3D printing taking place within the human body could soon be feasible. There's a crowdfunded exoskeleton to help with hill-climbing (or even shopping or visiting museums) and on the River Lee, there's an ingenious hand-powered rolling bridge.

Victoria Scholar of Interactive Investor looks at some of the recent indicators giving a guide to the state of the UK economy, including the Halifax house price index and the RICS's house price balance. She also looks at the recent retail sales numbers and KPMG's jobs market report. But the big driver of the market this week has been the hawkish testimony to Congress of Fed Chairman Jay Powell.

“Give your grace abundantly to our European Union Leaders, that they may lead with wisdom and insight”, prayed Archbishop John Sentamu in early 2019. But it only became possible to knock sense into Brexit negotiations with the EU once Boris, armed with his very direct slogan ‘Get Brexit Done’ and with his impressive parliamentary majority following the December 2019 general election, took the EU bull by the horns. We all knew then it couldn't be the end of the story and, sure enough, we now have the Windsor Framework: but let's give credit where credit's due. Background music: 'When Johnny Comes Marching Home' - Cooper Cannell

House prices fall by the largest amount since 2012, and mortgage approvals also fall for the fifth month in a row. So are we approaching a house price crash, or will there be a soft landing? Simon Lambert and Georgie Frost are joined by Helen Crane, and they also discuss energy prices and deals on offer from digital banking.

When the overwhelming majority of your business is in the United States, you have to have a plan for growing internationally. Trex CEO Bryan Fairbanks and his team have just such a plan. Jason Moser and Ron Gross discuss whether Costco is ready to increase membership fees, Salesforce focusing more on profitability, seeing light at the end of Okta's tunnel, how "it's all ball bearings" for C3.AI, and the latest from Target, Lowe's, Best Buy, and Zoom Video. Plus, 19 minutes in, Trex CEO Bryan Fairbanks discusses his company's opportunities to expand outside the U.S., the housing market, and what informs the guidance Trex offers to Wall Street. Then at 35 minutes in, Jason and Ron return to share two stocks on their radar: Samsara and T. Rowe Price. Stocks discussed: COST, CRM, TGT, LOW, OKTA, AI, BBY, ZM, TREX, IOT, TROW. Host - Chris Hill; Guests - Ron Gross, Jason Moser, Bryan Fairbanks

It's not often that the CEO of Berkshire Hathaway gets spicy with his annual letter but he did this time. Jason Moser discusses Buffett's vigorous defense of share buyback programs, how Berkshire Hathaway's investment portfolio reflects Buffett's beliefs on share buybacks, and McDonald's expanding its test of Krispy Kreme doughnuts to 160 locations, and what it could mean for investors. Plus, 15 minutes in, Toby Bordelon and Jose Najarro engage in a bull vs. bear debate over one of the most popular gaming apps: Roblox. Companies discussed: BRK.A, BRK.B, AAPL, AXP, KO, MCD, DNUT, RBLX. Host - Chris Hill; Guests - Jason Moser, Toby Bordelon, Jose Najarro