Overleveraged

Overleveraged

Market commentator Neil Wilson and top guests explore the big macro themes affecting investors, economic imbalances, giant geopolitical trends, tail risks and tremors; and everywhere risks are not fully priced into markets. https://www.finalto.com/uk/overleveraged/ All opinions, news, research, analysis, prices or other information is provided as general market commentary and not as investment advice and all potential results discussed are not guaranteed to be achieved. Trading carries risk of capital loss. Service available to professional clients only.

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Avsnitt(46)

30: Watchlist 2024: That Was The Year That Still Is

30: Watchlist 2024: That Was The Year That Still Is

A lot has happened so far this year and we’re barely halfway through. Neil takes a look back at the year and whether things have worked out as expected.

8 Aug 202418min

29: American exceptionalism – can Europe ever catch up?

29: American exceptionalism – can Europe ever catch up?

Helen Thomas is back to look at the main factors driving America’s exceptional economic recovery and whether the UK or others have a hope of catching up.

1 Aug 202427min

28: Resolution Foundation - What can Labour do to end the UK’s stagnation?

28: Resolution Foundation - What can Labour do to end the UK’s stagnation?

Resolution Foundation research director James Smith delves into what Labour can do to end stagnation and boost the UK economy.

25 Juli 202437min

27: How high can Nvidia stock go?

27: How high can Nvidia stock go?

John Hughman joins Neil to discuss whether Nvidia can continue to ride the AI hype cycle or if there’s a massive bubble.

18 Juli 202425min

26: Will Joe Biden run as the Democrat presidential candidate against Trump 2.0?

26: Will Joe Biden run as the Democrat presidential candidate against Trump 2.0?

After a shaky presidential debate, Joe Biden is facing calls from within his own party to step aside. Will he? Would it make any difference? And what would President Trump 2.0 mean for markets?

11 Juli 202422min

25: Election Day(s) Matters

25: Election Day(s) Matters

It’s election day in the UK and Independence Day in the US, but France is proving more interesting this week as Helen and Neil look at what’s happened and what is to come with the French elections.

4 Juli 202428min

24: UK General Election one week to go

24: UK General Election one week to go

Neil and Helen run through all the latest moves in the UK General Election campaign, what it could mean for UK stocks; and they take a look at the forthcoming French election, with the first round of ...

27 Juni 202433min

23: Discussing Sunak and Starmer's Campaigns

23: Discussing Sunak and Starmer's Campaigns

Helen Thomas & Richard Brownlees from BlondeMoney discuss Sunak and Starmer's campaigns, considering what we've learnt so far and what to expect next in the lead up to the UK General Election.

20 Juni 202410min

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