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The Companies and Markets show
May 09
Tech stocks, the future of aviation & Mobico
Dan Jones and the panel discuss Apple’s antitrust tech case, the future of flight and Mobico’s yellow bus saleÂ
May 02
Riding gold’s rise, ABF & Keystone Law
Dan Jones and team discuss results from two UK companies and the soaring price of gold
April 25
AB Dynamics, ‘survivor shares’ & Prefs
Dan Jones and team discuss an automotive testing company’s results, why it’s time to buy survivors, and preference shares
April 18
TT Electronics, more tariffs & S&U
Dan Jones and team discuss the results of an electronic manufacturer, tariffs and tech stocks, and a motor finance company
April 11
Tariffs & investing beyond the stock market
The team unpack yet another fallout from a Donald Trump announcement, how to invest in unlisted assets, and a recruiter’s results
April 04
What Trump’s tariffs mean for stocks
Our team dive into the tariff announcements, global growth funds and Aviva’s preference shares plan
Explore The Companies and Markets show
The IC Interviews
May 06
‘Commodities are the best protection against inflation’: Jasmine Yeo of Ruffer
The manager of the wealth preservation trust talks bonds, commodities and the end of US exceptionalism
April 22
Tariffs, gold and weight loss drugs: Charlotte Yonge of Personal Assets Trust
Co-manager of Personal Assets Trust explains why she is bullish on gold and why consumer stock investors need not fear weight loss drugs
March 25
‘I don’t believe in tech’: Stephen Yiu of Blue Whale Growth
Manager of the popular global fund talks tech stocks, how the fund will evolve and what impact trade wars will have
March 04
There are AI winners apart from Nvidia: Nick Train of Finsbury Growth & Income
The popular UK fund manager explains why he’s hopeful for a performance turnaround
Explore The IC Interviews
Lee and the IC
March 11
Meeting Vp’s CEO: Lee and the IC
Lord Lee and Alex sit down with Anna Bielby, chief exec of a specialist rental equipment business
February 11
Why finance should be taught in schools: Lee and the IC
Cameron Holt, member of the Youth Parliament, is advocating for change in the school curriculum to give young people the ability to succeed financially
January 14
‘I’m optimistic about stocks in 2025’: Lee and the IC
Alex Newman and Lord Lee reunite to unpack the year just gone and look forward to the next 12 months
December 10
Meeting Braemar’s CEO: Lee and the IC
Alex Newman and Lord Lee are joined by James Gundy, CEO of shipbroker Braemar
November 12
What the Budget and Trump mean for investors: Lee and the IC
Lord John Lee of Trafford and Alex Newman discuss the impact of the Budget and the US election on UK stocks
October 08
Meeting Anpario's CEO: Lee and the IC
Alex Newman and Lord Lee sit down with Richard Edwards, CEO of food additives group Anpario
Explore Lee and the IC
The Alpha Podcast
April 26
Alpha Podcast: An ill wind
John Hughman and Phil Oakley discuss the growing headwinds for UK investors
April 16
Alpha Podcast: Top of the shops
This week's Alpha podcast examines the future of British retail
March 22
Alpha Podcast: Trolls & tonic
Games Workshop, Fevertree and BT are all covered in this week's show
March 12
Alpha Podcast: Food for thought
Editor John Hughman and Phil Oakley chew over the prospects for three companies
February 19
Alpha Podcast: Down but not out
John and Phil provide their weekly markets update
February 12
Alpha Podcast: Screen test
Editor John Hughman discusses screening techniques and the value in UK shares with Algy Hall
Explore The Alpha Podcast