266. Trump Turmoil: An investor's perspective

266. Trump Turmoil: An investor's perspective

A month into the war in the Middle East, what are investors thinking? Are we heading for a global recession? Who is most exposed? What are the options central banks and governments have for getting through it? What does this mean for the UK economy? How can the government help people with bills without upsetting the bond markets and increase borrowing costs? Plus, what should you be thinking about if you have money in stocks and shares? Karen Ward – Chief Market Strategist EMEA at JP Morgan Asset Management – is back to give us her take on the possible economic outcomes of the geopolitical turmoil. She breaks down what matters and what doesn’t when it comes to understanding market volatility. Plus she explains why she thinks we don’t need to worry about the private credit market taking us into another financial crisis. The Rest is Money is brought to you by Octopus Energy, Britain’s smart energy pioneer. Email: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠the⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠restismoney@goalhanger.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ X: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@TheRestIsMoney⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Instagram: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@TheRestIsMoney⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ TikTok: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@RestIsMoney⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Advertise with us: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Partnerships@goalhanger.com Learn more about your ad choices. Visit podcastchoices.com/adchoices

Jaksot(269)

18. How Ryanair conquered Europe, inflation elation, and the future of Boots

18. How Ryanair conquered Europe, inflation elation, and the future of Boots

Is inflation getting back on track? Why has Ryanair been so successful? What does Boots’ potential sale mean for its future? Listen as Steph and Robert answer all these questions and more. Email: res...

21 Joulu 202350min

17. Greenwashing, Man Utd rumours, and how would a wealth tax work?

17. Greenwashing, Man Utd rumours, and how would a wealth tax work?

Why is Unilever facing an investigation over greenwashing? What's next for Manchester United's deal with Jim Ratcliffe? Could a wealth tax actually be fairer than the current system? Listen as Steph a...

14 Joulu 202340min

16. Billionaire heirs, the money behind football, and the future of the Body Shop

16. Billionaire heirs, the money behind football, and the future of the Body Shop

Why are the next generation of billionaires breaking away from their family businesses? Who’s winning from Sky’s Premier League TV deal? Does The Body Shop need to go back to its activist roots? Tune...

7 Joulu 202347min

Introducing... The Rest Is Entertainment

Introducing... The Rest Is Entertainment

In their new podcast TV maestro and hugely successful author Richard Osman, along with The Guardian's razor-sharp columnist Marina Hyde unravel the mysteries and unveil the hidden gems within the vast...

4 Joulu 20239min

15. Is the Bank of England fit for purpose?

15. Is the Bank of England fit for purpose?

Is the Bank of England broken? How is ‘BookTok’ turning the publishing industry on its head? Does boycotting brands make any difference?  Tune in to hear today’s episode of The Rest Is Money where Ro...

30 Marras 202343min

14. Tax Cuts, OpenAI & Adidas' expensive mistake

14. Tax Cuts, OpenAI & Adidas' expensive mistake

Is Jeremy Hunt's budget a money illusion? What went on inside the board of Open AI? How much did Kanye West’s antisemitism cost Adidas? Listen as Steph and Robert answer these questions and more. Em...

23 Marras 202350min

13. Inflation, Dating Apps & The Greensill Scandal

13. Inflation, Dating Apps & The Greensill Scandal

Does Rishi Sunak deserve credit for halving inflation? Have dating apps reached their peak? What really happened with David Cameron and the Greensill Scandal? And what are the financial ramifications ...

16 Marras 202352min

12. FTX & WeWork: It’s The Hype That Kills You

12. FTX & WeWork: It’s The Hype That Kills You

What happened in 'one of the biggest financial frauds in history'? How will WeWork’s fall from grace affect its rivals? Are Christmas adverts still the driver of retail’s Golden Quarter? Join Robert a...

8 Marras 202352min

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