Shows
Bassline by Cavendish WareEpisode 23 - Budget 2025 Analysis With Adrian and LanceIn this special Budget edition of Baseline, Dave is joined by Adrian and Lance for a frank, occasionally exasperated, unpacking of what was billed as one of the most hyped UK budgets in years. That hype, they agree, was largely fuelled by weeks of political kite-flying, leaks, reversals, and noise. When the moment finally arrived, the reality felt underwhelming.All three describe a budget shaped more by political caution than genuine economic strategy — with major measures postponed years into the future, uncertainty built in, and little that resembles a credible plan for growth. The ongoing freeze on al...
2025-11-2830 minBassline by Cavendish WareEpisode 22 - 🎙️ Demystifying TrustsIn this episode, Dave Wallace sits down with Cavendish Ware advisers Mat Bonney and Jenny Earl to unravel one of the most misunderstood areas of financial planning: trusts.What begins as Dave’s personal curiosity quickly turns into a clear and engaging masterclass on how trusts work, why they exist, and how they can protect and preserve wealth across generations.Mat and Jenny explain the origins of trusts — dating back to the Crusades, when knights transferred their land to trusted friends while away at war — and show how th...
2025-10-2836 minBassline by Cavendish WareEpisode 21 - Late summer Investment Outlook 2025In this episode, Dave is joined by Rory Maguire from Fundhouse and our very own Lance Peltz for a candid discussion on the state of the economy in the wake of “Liberation Day.” They unpack the real impacts of US tariffs, shifting market sentiment, and the delicate balance between economic forecasts and investment decisions. From the dominance of mega-cap tech stocks to the volatility of crypto, the conversation explores how uncertainty, valuations, and investor behaviour are shaping portfolios — and what AI, jobs data, and global politics might mean for the future.
2025-08-2538 minBassline by Cavendish WareEpisode 20 - Spring update with LanceIn this insightful episode of Bassline, David Wallace sits down with Lance Peltz for an in-depth exploration of the current global economic landscape, focusing particularly on the implications of recent developments in the United States and their broader impact on international markets.Lance shares his expert analysis of the uncertainties surrounding President Trump's economic policies, particularly the introduction and fluctuations of tariffs, and their potential impacts on markets, businesses, and global trade dynamics. They delve into how uncertainty and unpredictability are shaping investment strategies, emphasising the importance of navigating through short-term volatility by maintaining a disciplined, long-term...
2025-03-2721 minBassline by Cavendish WareEpisode 19 - The impact of the US election result with LanceIn this episode, Dave and Lance break down the 2024 U.S. presidential election results, which saw Donald Trump secure a decisive victory.They discuss the key factors behind this outcome, including voter dynamics, economic pressures, and niche community mobilisation. The conversation also examines the global trend of incumbents facing backlash, the economic and geopolitical implications of Trump’s win, and what it means for sectors like technology, crypto, and energy.Join us as we unpack how this election reflects broader shifts in globalisation, trade, and security and what it could mean for markets and businesses in...
2024-11-2824 minBassline by Cavendish WareEpisode 18 - A Perspective on the Budget from Lance and AdrianIn this episode, Lance and Adrian delve into last week’s budget with a detailed analysis. Lance breaks down the numbers, exploring how Rachel Reeves has raised the borrowing threshold and what it means for fiscal policy. Adrian then highlights key aspects of the budget, discussing its potential impacts on Cavendish Ware’s clients.
2024-11-0623 minBassline by Cavendish WareEpisode 17 - Late Summer Investment OutlookIn this episode of Bassline, Dave is joined by Lance, to discuss the dramatic fluctuations in the financial markets that occurred shortly after Lance returned from his holiday. Lance dives into the unexpected movements in the Japanese yen and its significant impact on global markets. He explains the concept of the "yen carry trade" and how a surprise rate hike by the Bank of Japan triggered a sharp appreciation of the yen, causing a major sell-off in equities.The episode explores the complexities of currency trading, particularly the yen carry trade, where investors borrow in...
2024-08-3030 minBassline by Cavendish WareEpisode 16 - The Current Investment Outlook in a Time of ChangeIn this episode, Lance and Dave discuss the current geopolitical landscape and its impact on global markets. They focus on energy prices, the Middle East, and the ongoing COVID-19 pandemic. Lance highlights the significance of the equity market, emphasising corporate profitability, valuations, and dividend growth. He delves into the investment strategies for the 'Fab Four' technology stocks, including understanding their underlying factors.The duo then discuss how inflation affects the economy, including slower interest rate expectations and faster pay increases for lower-paid cohorts. They also discuss how inflation has fallen sharper than expected, leading central banks to...
2024-05-0829 minBassline by Cavendish WareEpisode 15 - Reflections on the event "What Might Life Under a Change of Government Look Like?" with Roy Mcloughlin and Mat BonneyRoy and Mat talk through some of the highlights of the event that Cavendish Ware ran in conjunction with Kingsley Napley and Moore Kingston Smith.The event included:Market predictions from the economist Russ Mould, offering analyses of investment markets and historical lessons, to help with understanding what the future might hold.A panel of experts hosted by the broadcaster and journalist Dermot Murnaghan and panellists Waqar Shah, Corinne Aldridge, James Ward TEP, Tim Stovold, Roy McLoughlin, James Fulforth and Adrian Ware, who talked through a series of subjects that delved deep into c...
2024-02-2623 minBassline by Cavendish WareEpisode 14 - An Autumnal round up of 2023 with Lance PeltzLance talks about what is happening in the economy and some things to watch out for in the future. We talk about Bonds, Interest rates and the impact of geopolitical events such as the war in Ukraine, the Middle East situation and the upcoming presidential election in 2024.
2023-10-3124 minBassline by Cavendish WareEpisode 13 - Generative AI, with Adrian, Dave Wallace and Rob ReedIn this extended episode, the tables are turned, and Adrian interviews Dave Wallace and Rob Reed about Generative AI and why it is such an exciting technology. Dave provides a broad perspective, and Rob, a financial planner at Cavendish Ware, talks about how he has educated himself about the topic and why he believes it is such a transformative technology. And how he has become a world-renowned expert on Guinea Pigs thanks to Chat GPT.
2023-08-2432 minBassline by Cavendish WareEpisode 12 - A round up of the 2023 so far with Adrian and LanceAdrian and Lance chat about the year so far. Adrian discusses Cavendish Ware, including the proud moment of receiving the "Best Financial Advisers to Work For" award from Professional Advisor. Lance talks about what is happening in the economy more broadly and some things to watch out for in the future.
2023-05-3026 minBassline by Cavendish WareEpisode 11 - Discretionary Portfolio Management with Lance and Rory Maguire of FundhouseWe discuss why Cavendish Ware has made the move to Discretionary Portfolio Management, why Fundhouse was selected as a partner and get some insight on Fundhouse from its MD, Rory Maguire, including its investment approach. Rory and Lance also chat through the process that they go through when selecting funds.
2023-03-1722 minBassline by Cavendish WareEpisode 10 - A round-up of 2022 with Adrian and LanceIn this episode we discuss the events of 2022 with Adrian and Lance. What a year it was!
2023-01-0925 minBassline by Cavendish WareEpisode 9 - Advice for the YoungIn this episode Jack Williams from Cavendishware talks to Tilly Wallace about the things she needs to be thinking about as a young adult, as she considers her financial future.
2022-11-0428 minBassline by Cavendish WareEpisode 8 - The (Latest) Economic CrisisLance chats us through what happened as a result of the mini-budget in the UK. He explains in lay-mans terms some of the technicalities and how Cavendish Ware has responded!
2022-10-0435 minBassline by Cavendish WareEpisode 7 - Quarterly investment update with Lance PeltzIn this episode, Lance Peltz Cavendish Ware's Chief Investment Officer talks us through what is happening in the world today, based on his latest quarterly analysis.
2022-07-2524 minBassline by Cavendish WareEpisode 6 - Why Protection Matters with Matt SmithIn this episode, Matt Smith who works in client Support for Cavendish Ware talks about is own personal experience of loss, and how important protection was to helping him in the most difficult of times.
2022-06-2617 minBassline by Cavendish WareEpisode 5 - Planning for the future with Greg ReidCavendish Ware is all about the Planning. But what does that actually mean? In this podcast, Greg Reid reflects on a few experiences and the value of the plan in helping clients live the life they want to lead.
2022-05-1219 minBassline by Cavendish WareEpisode 4 - Protecting those things that matter with Roy McLoughlinIn this episode Roy McLoughlin one of Cavendish Ware's Associate Directors give us a clients eye view on all things related to protecting the things in life that really matter.
2022-03-2120 minBassline by Cavendish WareEpisode 3 - How investment decisions are made with Lance Peltz Cavendish Ware's Chief Investment OfficerHave you ever looked at your portfolio and wondered how investment decisions are made? For example, the factors that are taken into account when deciding what to invest in? Or the types of assets that make up a portfolio? In this episode, Lance Peltz Cavendish Ware's Chief Investment Officer, demystifys the what, the why and the how of the investment process!
2022-02-1722 minBassline by Cavendish WareEpisode 2 - What to expect!In this month's episode, Dave and Adrian chat about the topics they will be covering in upcoming episodes. With appearances from special guests, this will include subjects such as the fundamentals of wealth management, risk, cryptocurrencies, family finances and intergenerational wealth.
2022-01-1320 minBassline by Cavendish WareEpisode 1 - Introducing BasslineBassline is the new podcast from Cavendish Ware. Our aim is to talk about the financial and investment topics that matter to you. In our very first podcast, Adrian Ware the founder and CEO of Cavendish Ware talks us through why he founded the business and what makes it unique.
2021-12-0415 min