Alpha Podcast: Top of the shops
On this week's Alpha Podcast, John Hughman and Phil Oakley ask whether asset price bubbles are forming everywhere, and assess the prospects for three British retailers proving that physical stores sti...
16 Apr 202139min
Not your normal finance show: The Amazon effect
A cashless, cashier-less supermarket experience. Simply walk in, load up your bags, and walk out, without any queuing, fumbling for wallets or human interaction whatsoever. This is not out the pages o...
25 Mars 202125min
Alpha Podcast: Trolls and tonic
Shares in Games Workshop and Fevertree Drinks both took a tumble last week, but which one does Phil think is most likely to bounce back? Find out on this week's Alpha podcast, and why he also thinks a...
22 Mars 202133min
Alpha Podcast: Food for thought
On this week's Alpha Podcast John Hughman and Phil Oakley explain how Morrison's is shaping up into an online grocery powerhouse, why life in an uber-competitive post-lockdown takeaway market may be t...
12 Mars 202136min
Not your normal finance show: Streaming wars
The streaming industry has some big names at the top, with Netflix and Amazon Prime both boasting over 150 million worldwide subscribers each. But that has not stopped Hollywood giant Walt Disney thro...
3 Mars 202147min
Baruch Lev: “Financial reports are irrelevant”
Professor Baruch Lev is the soothingly eloquent voice of reason in a world of accounting which is becoming increasingly unhelpful. He - and the IC’s very own Algy Hall - argue that the financial repor...
26 Feb 202145min
Not your normal finance show: Fast cars and faster businesses
With nearly 40 million cars on the road, the UK motoring business is worth around £80bn. And that is just a fraction of the global market: between automotive manufacturing, sales, you’re looking at th...
24 Feb 202141min
Alpha Podcast: Down but not out
On this week's Alpha podcast, John and Phil talk cigarettes, streaming and snacks, and why tricky times for BATS, Disney and PepsiCo might now mean opportunities for investors.Investors' Chronicle has...
19 Feb 202131min
