The ‘Boring’ Industries the UK Can’t Afford to Lose
Ed Conway warns the UK must protect chemical manufacturing, manage high energy costs, and address supply chain risks from losing […]
Merryn Talks Money
In Greenland with Pippa Malmgren: Why the Arctic Is the New Geopolitical Battleground
Pippa Malmgren explains Arctic geopolitics, Greenland’s strategic value, and how great-power competition reshapes trade routes and resources.
How to Find—and Force—Value From Tokyo to Seoul
Alexander Iguchi talks about his investment philosophy, buying quality companies at deep discounts and actively forcing a catalyst. He explains
Why Recessions Aren’t What They Used to Be
StoneX’s Vincent Deluard explains why, in a US economy based on intangibles and the seemingly constant stimulus of government spending,
The Best Investment Ideas Outside the US
Gavekal CEO Louis-Vincent Gave argues that a weakening dollar, fading Treasury appeal, and a looming U.S. recession call for investors
GMO’s Jeremy Grantham Warns US Stocks Are About to Be Crushed
Jeremy Grantham covers the dangers of leverage in this cycle, when we’ll see a correction, and the fate of the
Why UK Value Stocks Are Still the Trade of the Decade
Starting at 11:00, Rob Arnott discusses inflation dynamics and what history suggests may happen from here, the UK stock market