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

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23. Demystifying Davos: Debauched parties, billionaire backroom deals, and the next industrial revolution

23. Demystifying Davos: Debauched parties, billionaire backroom deals, and the next industrial revolution

Does anything actually get done at Davos? Why do tickets cost so much to attend the World Economic Forum event? What really happens at the infamous parties? Join Steph McGovern and (veteran Davos att...

18 Jan 202426min

22.⁠ ⁠The cost of the Post Office scandal, trouble at Apple, and how hard is it to buy a home?

22.⁠ ⁠The cost of the Post Office scandal, trouble at Apple, and how hard is it to buy a home?

How much could the Post Office scandal cost the taxpayer? Will virtual reality boost Apple’s falling share price? Is it really not “that difficult” to buy a home? Listen as Steph and Robert answer all...

11 Jan 202449min

21. Jeremy Hunt, Chancellor of the Exchequer

21. Jeremy Hunt, Chancellor of the Exchequer

Why does the UK have worse productivity than Germany? Is it better to start a business in your twenties, rather than your thirties? Does Britain’s Chancellor really have a sprung ballroom for dancing ...

9 Jan 202436min

20. Zombie companies & freeports: why is Britain so unproductive?

20. Zombie companies & freeports: why is Britain so unproductive?

What are 'zombie companies' and why are we seeing more of them? How would freeports help the economy? How can we reduce Britain’s skills gap? Join Steph and Robert in this deep dive into productivity...

4 Jan 202428min

19. Empire of chocolate, the man behind Shein, and Labour's economic vision for Britain

19. Empire of chocolate, the man behind Shein, and Labour's economic vision for Britain

How will Hotel Chocolat fare under their new owner? How is Shein using AI to create next-level fast fashion? What could Labour do for business and the economy? Listen as Steph and Robert answer all t...

28 Dec 202344min

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 Dec 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 Dec 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 Dec 202347min

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