Shows
Overleveraged46 - Our Ozempic future?
Will 'miracle' weight loss drugs be a shot in the arm of economic growth, or will there be a heavy price to pay? Neil discusses with Simon Shear.
2024-11-2819 minOverleveraged45 - What should China do to fix its economy?
Trump’s tariffs are looming but China’s economy is already in a mess: what can be done to sort it out? Will it end up like Japan? Neil Wilson and Helen Thomas from BlondeMoney take a look.
2024-11-2126 minOverleveraged44- Elon Musk, the Dogemaster at Donald Trump's side: terrible for Tesla, great for SpaceX
Neil sat down with Tesla bear Mark Spiegel of Stanphyl Capital to catch up on Elon Musk's latest endeavours with President-elect Trump, government efficiency, SpaceX and why the last thing he wants is for autonomous driving to get approved.
2024-11-1428 minOverleveraged43 - You're Hired: America picks Donald Trump again
Blonde Money's Helen Thomas nailed her prediction for the Electoral College- here she is talking to Neil about how it all unfolded and what happens next.
2024-11-0629 minOverleveraged42- Race to the White House: How to approach the Trump Trade from a UK perspective
Professional trader Michael Taylor joins Neil Wilson to look at the Trump Trade, the possibility of a contested election result, and whether WW3 has already begun.
2024-10-3126 minOverleveraged41- The Countdown Budget: The Taxing Conundrum facing Rachel Reeves
BUMPER BUDGET ISSUE: Our resident former adviser to Chancellor George Osborne, Helen Thomas, takes a deep dive into what the Budget will look like and what the impact on markets will be.
2024-10-2433 minOverleveraged40: Where are interest rates going?It’s ECB day! So it’s a good time to look at interest rates again with John Hughman. Will the Fed go for another jumbo cut; will the Bank of England stick to a gradual approach or go more aggressive; and how bad are things in Europe?
2024-10-1721 minOverleveraged39 -Mario's Money Tree Economics: Will the UK or Europe kick the spending habit?
Ahead of the UK Budget and in the wake of the Draghi report on European competitiveness, Neil and Helen take a look at the big problems facing the UK and EU economies, from rising debt levels to productivity problems and ever-increasing spending.
2024-10-1025 min
JohnBaronPortfolios.co.ukAn economic perspectiveAs well as interviewing investment trust managers, this page will also include interviews with other commentators in order to add perspective. The objective will be to convey a broad range of views which naturally may not reflect the portfolios' positions but will enrich our, and we hope members', investment process.
Neil Wilson is chief market analyst for institutional broker Finalto and its retail trading arm Markets.com. He covers a wide range of investment and trading subjects, from companies and commodities to FX, bonds and macro-economics. He also writes for the Investors Chronicle as 'The Trader', with...
2024-10-0728 minOverleveraged38 - Copper Linings: drilling down into the commodity marketOil be back? Does every economy have a copper lining?
In this episode, Neil and John Hughman consider the commodity cycle.
2024-10-0325 minOverleveraged37 - Coffee Pod: Why your morning latte is getting more expensive
Coffee prices are rising to record highs and climate change may be to blame. Neil and Helen take a wonder around the City’s old coffee houses to explore what’s going on.
2024-09-2618 minOverleveraged36: Making a Killing - Market reactions to political assassinations
From the killing of Lincoln at Ford’s theatre to the market panic of 1914, how assassinations impact markets – does political violence really make a difference and can history teach us about what could happen if Trump is again in the line of fire?
2024-09-1816 minOverleveraged35: Expect pain: Will Labour be pro-business?
It’s not long to go to Rachel Reeves’ first Budget. With the prime minister warning us to expect ‘pain’, will we actually see a pro-business agenda? Helen Thomas of BlondeMoney returns to discuss the UK political scene.
2024-09-1220 min
Insider ExchangeMarket Matters: The September Effect [Sponsored]This week we look ahead to the NFP report in the US. We also discuss the increased volatility that started off the first trading week of September and what some of the moves could potentially be signaling from an investor point of view.
Dany Mawas, CEO at Finalto South Africa and Ruan Landsberg, Market Analyst at Finalto join the conversation.
2024-09-0814 minOverleveraged34: Once Upon a Time in London: City memories with David Buik
He’s been a fixture of the City for the last 60 years and now veteran commentator David Buik looks back at some highlights from his long career, from his time working for brokers long before the Big Bang and the GFC changed the rules of the game.
2024-09-0533 minInsider ExchangeMarket Matters: August Round-Up [Sponsored]This week we reflect on the month of August and some of the major developments that would have affected markets. We also look at some of the surprise moves from local and international markets.
We are joined in studio for this segment by Dany Mawas, CEO of Finalto South Africa.
2024-09-0217 minOverleveraged33: Kammunism: Just how radical is Kamala Harris’s economic policy?
Democrat Presidential nominee Kamala Harris has laid the groundwork for some potentially radical economic policy: should investors be concerned? Would Trump be any different? Economic populism seems to be the order of the day.
2024-08-2927 minInsider ExchangeMarket Matters: Powell'ing Markets [Sponsored]We look into the possible implications of Jerome Powell's speech at the Jackson Hole Symposium on markets. Then we discuss South Africa's latest inflation print, before wrapping up with a look at Shein's lawsuit against Temu.
We are joined in studio for this segment by Dany Mawas, CEO of Finalto South Africa as well as Ruan Landsberg, Market Analyst at Finalto South Africa.
2024-08-2516 minOverleveraged32: Jackson Hole: What to expect from the Fed
Neil and Helen look at recent market volatility and what it means for central banks gathering in Wyoming for the annual Jackson Hole Symposium
2024-08-2219 minOverleveraged31: CEBR - In search of the productivity Holy Grail
Productivity is the key to economic happiness. But how can the UK improve it? Vicky Pryce from the CEBR joins Neil for a wide-ranging look at what’s needed from the new government.
2024-08-1528 minOverleveraged30: 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.
2024-08-0818 minOverleveraged29: 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.
2024-08-0127 minInsider ExchangeMarkets Matters: CrowdStrike, Market Crashes and US elections [Sponsored]We take a look some market retracements and crashes, the CrowdStrike outage, and the potential impact of the US elections on markets. We are joined by the CEO of Finalto SA, Dany Mawas.
2024-07-2917 minOverleveraged28: 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.
2024-07-2537 minOverleveraged27: 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.
2024-07-1825 minOverleveraged26: 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?
2024-07-1122 minOverleveraged25: 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.
2024-07-0428 minOverleveraged24: 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 voting taking place on Sunday.
2024-06-2733 minOverleveraged23: Discussing Sunak and Starmer's CampaignsHelen 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.
2024-06-2010 minOverleveraged22: What is Labour’s Securonomics?
A Labour government could be far more radical than many think – it's all in the detail of Securonomics, which encapsulates the thinking of shadow chancellor Rachel Reeves.
2024-06-1326 minOverleveraged21: Will Nigel Farage Deliver Labour Landslide? Election Special SeriesIn the first of our 2024 UK election series, BlondeMoney’s Helen Thomas makes big calls on what the Nigel Farage decision to stand for Reform will mean for the Tory party and the future of UK politics. Will Labour win a landslide? Could he lead a reverse takeover of the Conservatives?
2024-06-0635 min
The Vox Markets PodcastIs Tesla a Fraud? The Case Against Elon MuskTesla is being investigated for securities and wire fraud for self-driving claims. Is Tesla a giant fraud on the scale of Theranos? Witness for the prosecution Mark Spiegel from Stanphyl Capital joins Neil to make the case against Elon Musk.
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. The information may have been derived from publicly available sources, company reports, personal research, or surveys. Past performance is...
2024-05-3130 minOverleveragedEpisode 20: Work is Killing UsWork kills, but so does unemployment. David Buik comes into the office to discuss the pros and cons of working from home and the future of work.
2024-05-3029 minOverleveragedEpisode 19: Is Tesla a Fraud? The Case Against Elon MuskTesla is being investigated for securities and wire fraud for self-driving claims. Is Tesla a giant fraud on the scale of Theranos? Witness for the prosecution Mark Spiegel from Stanphyl Capital joins Neil to make the case against Elon Musk.
2024-05-2330 minThe Vox Markets PodcastReasons to be cheerful- the UK is not so badIn association with Vox Markets: 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.
The UK economy has emerged from its shallow recession and the FTSE 100 has hit record highs – is it time to be a bit more upbeat about Britain? John Hughman provides the answers with Neil.
https://www.finalto.com/uk/overleveraged/
All opinions, news, research, analysis, prices or other information is provided as general market commentary and not as...
2024-05-2226 minOverleveragedEpisode 18: Reasons to be cheerful: the UK is not so badThe UK economy has emerged from its shallow recession and the FTSE 100 has hit record highs – is it time to be a bit more upbeat about Britain? John Hughman provides the answers with Neil.
2024-05-1626 minThe Vox Markets PodcastEurovision Special: The Economic ContestNeil and Helen venture into the glittering world of the Eurovision Song Content for a wry look at the economic fortunes and prospects of various competing nations.
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. The information may have been derived from publicly available sources, company reports, personal research, or surveys. Past performance is not indicative of future performance. Trading carries risk of capital loss. Service available...
2024-05-1335 minThe Vox Markets PodcastSceptred Isle: Are English Local Elections an Extinction Level Event for Tories?England expects it could be a tricky night for Rishi Sunak – can he survive until the General Election? And will the Tory party survive in the long run? Helen Thomas, former advisor to George Osborne, is here to discuss.
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. The information may have been derived from publicly available sources, company reports, personal research, or surveys. Past performance is not in...
2024-05-1025 minOverleveragedEpisode 17: Eurovision Special: The Economic ContestNeil and Helen venture into the glittering world of the Eurovision Song Content for a wry look at the economic fortunes and prospects of various competing nations.
2024-05-0935 minOverleveragedEpisode 16 - Sceptred Isle: Are English Local Elections an Extinction Level Event for Tories?England expects it could be a tricky night for Rishi Sunak – can he survive until the General Election? And will the Tory party survive in the long run? Helen Thomas, former advisor to George Osborne, is here to discuss.
2024-05-0225 minThe Vox Markets PodcastEpisode 15: Israel, Iran and the Geopolitics of the Middle East: Does it Matter?Neil is joined by John Hughman again for look into whether the machinations of geopolitics really matter to financial markets in the long term; and what impact do short-term shocks really have?
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. The information may have been derived from publicly available sources, company reports, personal research, or surveys. Past performance is not indicative of future performance. Trading carries risk o...
2024-05-0121 minThe Vox Markets PodcastGold vs Bitcoin: what’s better?In association with Vox Markets: 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.
Helen Thomas from BlondeMoney is back to talk with Neil about Bitcoin and whether it’s behaving more like gold – and whether gold is really behaving like gold anymore. Both have just hit record highs – why?
Link to Podcasts: https://www.finalto.com/uk/overleveraged/
All opinions, news, research, analysis, prices or other information is provided as general...
2024-04-2529 minOverleveragedEpisode 15: Israel, Iran and the Geopolitics of the Middle East: Does it Matter?Neil is joined by John Hughman again for look into whether the machinations of geopolitics really matter to financial markets in the long term; and what impact do short-term shocks really have?
2024-04-2521 minOverleveragedEpisode 14: Gold vs Bitcoin: what’s better?Helen Thomas from BlondeMoney is back to talk with Neil about Bitcoin and whether it’s behaving more like gold – and whether gold is really behaving like gold anymore. Both have just hit record highs – why?
2024-04-1829 minThe Vox Markets PodcastEpisode 13: Is China the next Japan?In association with Vox Markets: 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.
Vox's John Hughman joins Neil for a look at the economic and demographic challenges facing China and whether it’s on course for a process of Japanification - a drawn out period of deflation, financial stress, economic decline and property market collapse.
Link to Podcasts: https://www.finalto.com/uk/overleveraged/
All opinions, news, research, analysis, prices or...
2024-04-1725 minThe Vox Markets PodcastFour meals from anarchy: What chocolate prices say about climate changeIn association with Vox Markets: 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.
Join Neil and Helen for an Easter parade around the price of chocolate, cocoa futures and what it's telling us about climate change and the risks of geopolitical instability.
Originally Published on 28.03.24
Link to Podcasts: https://www.finalto.com/uk/overleveraged/
All opinions, news, research, analysis, prices or other information is provided as general market co...
2024-04-1720 minOverleveragedEpisode 13: Is China the next Japan?Vox's John Hughman joins Neil for a look at the economic and demographic challenges facing China and whether it’s on course for a process of Japanification - a drawn out period of deflation, financial stress, economic decline and property market collapse.
2024-04-1125 minThe Vox Markets PodcastBedlam’; ‘Crash’ ‘Bloodbath’; How newspapers shape financial marketsIn association with Vox Markets: 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.
CityAM editor Andy Silvester joins Neil for a look at the history of the sometimes-symbiotic relationship between news media and financial markets; from the railway mania of the 1840s and Tulip bubble to today’s world of social media and AI.
All opinions, news, research, analysis, prices or other information is provided as general market commentary and not as inv...
2024-04-1029 minOverleveragedEpisode 12: ‘Bedlam’; ‘Crash’ ‘Bloodbath’; How newspapers shape financial marketsCityAM editor Andy Silvester joins Neil for a look at the history of the sometimes-symbiotic relationship between news media and financial markets; from the railway mania of the 1840s and Tulip bubble to today’s world of social media and AI.
2024-04-0429 minThe Vox Markets PodcastWhat’s Wrong with the UK Stock Market?With chatter of a British ISA in this year’s Budget, Neil and John look at the state of London’s ailing equity market – what's gone wrong and how we can fix it.
In association with Vox Markets: 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.
Link to Podcasts: https://www.finalto.com/uk/overlevera...
Published on 29.02.24
All opinions, news, research, analysis, prices or other information is provided as gen...
2024-03-2821 minOverleveragedEpisode 11: Four meals from anarchy: What chocolate prices say about climate change and geopolitical risksJoin Neil and Helen for an Easter parade around the price of chocolate, cocoa futures and what it's telling us about climate change and the risks of geopolitical instability.
2024-03-2820 minOverleveragedEpisode 10: Aux armes citoyens! Is the Right about to stage an electoral coup?Across Europe, right wing parties are on the rise. Is the Right about to sweep to power? Or does the centre hold? And what does fragmentation at the heart of the EU suggest for financial markets?
2024-03-2222 minOverleveragedEpisode 9 - Central Bank Bonanza: So What?Central banks are gearing for a busy week ahead – but so what? What does it mean if they cut interest rates, does it matter?
2024-03-1420 minOverleveragedEpisode 8 - Do deficits matter?During Budget week, David Buik joins Neil for a talk about the consequences of government borrowing and tries to answer whether deficits really matter.
2024-03-0726 minOverleveragedEpisode 7 - What’s Wrong with the UK Stock Market?With chatter of a British ISA in this year’s Budget, Neil and John look at the state of London’s ailing equity market – what's gone wrong and how we can fix it.
2024-02-2920 minOverleveragedEpisode 6 - Russia’s war and Trump: time for change?How could the US presidential election shape the two-year-old conflict? What could Trump do on day one, and are markets prepared for November?
2024-02-2225 minOverleveragedEpisode 5 - Tory by-elections and Labour’s Prawn Cocktail Offensive 2.0What does a Labour victory mean for markets and how likely is it to secure a big win this year? Two key by-elections may help us understand more; markets may be assuming too much. Neil and Helen talk about the UK political scene and its macroeconomic implications.
2024-02-1526 minOverleveragedEpisode 4 - What’s the big AI-dea?Productivity, wage growth and the labour force: what can be learn from history abou the impact of AI?
2024-02-0819 minOverleveragedEpisode 3 - 2024 and the big democratic testWill democracy die in 2024? Presidential elections always create volatility and with 60% of global GDP voting this year, will democracy emerge victorious, or are the forces of polarisation and populism growing? Indeed is it fair to cast them as mutually exclusive?
2024-02-0124 minOverleveragedEpisode 2 - (Arthur) Burns Night SpecialWhat are central banks going to do next? They’ve hiked a lot and now everyone is waiting for the cuts to come. But will inflation remain too high to justify the kind of easing predicted by markets? Neil is joined once more by Helen Thomas of BlondeMoney to discuss.
2024-01-2525 minOverleveragedEpisode 1 - Deglobalisation and the WEFNeil is joined by BlondeMoney’s Helen Thomas for look at one of the big themes driving markets – globalisation, as the WEF takes place in Davos, Switzerland. Are we dealing with slowbalisation or deglobalisation, or outright mercantilism, protectionism and war?
2024-01-1819 min
The Founders Peak PodcastDefying nine lives: How to find the courage in your heart to keep going - Season 5 (Singapore Nov 2023)Our speaker today is Christian Frahm, Founder & CEO of United Fintech.
Christian grew up in Denmark, is a father of 4 and married to his dear wife who he met when he was 18. Ever since he was a small boy, he always wanted to be an entrepreneur. Christian has worked at the intersection between technology and finance before even the term fintech was coined.
United Fintech, which Christian founded in 2020 is a digital transformation platform helping banks, asset managers and bigger institutions transition to the digital world. Prior to that, he founded Finalto in 2008 and took...
2024-01-1210 min
Markets MondaysAnother “Too Big to Fail”?Finalto and Markets.com Chief Market Analyst, Neil Wilson, unpacks the shaky banking conditions following SVB's collapse. Can we expect another financial crisis? What kind of policy moves will the Fed make next? Markets.com
2023-03-2715 min
Markets MondaysAfrica is our Home2022 was certainly a year for volatility and unexpected movers. Solomon Gounden - Managing Director of Finalto South Africa, and a global markets specialist, trader, and seasoned banker - joins us to recap some of the key moments and surprises of the last year, as well as what lessons we can learn moving into 2023. Markets.com · Markets.com
2023-01-1618 minMarkets MondaysAfrica is our Home2022 was certainly a year for volatility and unexpected movers. Solomon Gounden - Managing Director of Finalto South Africa, and a global markets specialist, trader, and seasoned banker - joins us to recap some of the key moments and surprises of the last year, as well as what lessons we can learn moving into 2023. Markets.com
2023-01-1618 min
Markets MondaysWhat's Moving the Markets?Get expert analysis of market movements and macro-economic trends on this week's edition of Markets Mondays. Neil Wilson, Chief Market Analyst at Markets.com and Finalto, joins Gareth Cliff for an in-depth discussion around the state of the global environment, economic trends, and what’s moving the markets. Markets.com
2022-11-0716 minMarkets MondaysWhat's Moving the Markets?Get expert analysis of market movements and macro-economic trends on this week's edition of Markets Mondays. Neil Wilson, Chief Market Analyst at Markets.com and Finalto, joins Gareth Cliff for an in-depth discussion around the state of the global environment, economic trends, and what’s moving the markets.
2022-11-0716 min
Markets MondaysThe Global EconomyThis week we have an in-depth discussion on the state of the global environment, economic trends, and what’s moving the markets. Joining Gareth Cliff is Neil Wilson, Chief Market Analyst at Markets.com and Finalto, to tell us more.
2022-10-0314 minMarkets MondaysThe Global EconomyThis week we have an in-depth discussion on the state of the global environment, economic trends, and what’s moving the markets. Joining Gareth Cliff is Neil Wilson, Chief Market Analyst at Markets.com and Finalto, to tell us more. Markets.com
2022-10-0314 min