Shows
SharesifyLatest Sharesify podcast: Nvidia, trusts, results highlights, lowlights and what to watch next weekIn our latest podcast, Sharesify’s James Crux, Steven Frazer and Ian Conway talk blowout earnings from Nvidia (NVDA) and hiked guidance, but a puzzling big fat meh! from the markets. James gives us a quick wrap of what the markets have been doing, and the chaps chat through results highlights, and lowlights and what to watch out for next week.Ian talks through figures from London Stock Exchange (LSEG), and flags former ads giant WPP (WPP), firmly in turnaround mode (again!) after hitting 29-year lows, but now with a...
2026-02-2711 minSharesifySharesify talk: AI doom, Guinness and tequila sales at Diageo (DGE)In our latest podcast, Sharesify’s Steven Frazer, Ian Conway and James Crux talk AI doom, Guinness and tequila sales at Diageo (DGE). They also discuss a shrinking investment trust sector and loads more.Steve kicks us off with a look at Citrini Research’s bleak AI future. He discusses why markets are so worried, and what the impacts might be. Furthermore, he flags Sharesify’s feature on the topic, plus IBM’s (IBM) worst daily decline in 25 years. James talks us through Diageo’s recent report and the cuts to guidance. He also notes...
2026-02-2511 minSharesifySharesify welcomes very first guest, Mark Northway of ShareSoc, to talk investment trusts and moreIn our latest podcast, Sharesify’s Steven Frazer and Ian Conway are delighted to welcome our very first guest, Mark Northway of ShareSoc. Mark is a board member of the retail investor advocate organisation. Previously, he was its chairman from April 2016 to December 2021.Mark gives us the elevator pitch as to what ShareSoc is and its objectives. Then he discusses investment trust mergers and the ongoing campaign by activist Saba. We talk through whether Saba is acting as a force for good for investors. Alternatively, we consider if it is becoming a big distraction for trust managers....
2026-02-2315 minSharesifyMore trusts merging, what activist Elliott wants LSE to change, and Nvidia earnings next weekIn our latest podcast, Sharesify’s Steven Frazer, Ian Conway and James Crux discuss an interesting week on UK and overseas markets. There are more investment trusts merging – BlackRock Throgmorton (THRG) and BlackRock Smaller Companies (BRSC). They also discuss what activist Elliott Investment Management wants London Stock Exchange (LSEG) to change. In addition, Nvidia (NVDA) earnings are coming in hot next week.As investors rethink US large cap exposure, Ian flags where some of the money is heading. James talks us through emerging markets trusts that are pulling in fres...
2026-02-2011 minSharesifySharesify team talk Raspberry Pi's surge, 'mini Melrose' Rosebank, stake shifts at Berkshire + moreIn our latest podcast, Sharesify’s Steven Frazer, Ian Conway and James Crux discuss a rampant week for Raspberry Pi (RPI) – the stock has surged 50%+ this week… what’s going on? Steve and Ian provide answers. In our latest podcast, Sharesify’s Steven Frazer, Ian Conway and James Crux discuss a rampant week for Raspberry Pi (RPI) – the stock has surged 50%+ this week… what’s going on? Steve and Ian provide answers.Also on the agenda, James introduces listeners to Applied Nutrition (APN), what it is and why it’s gaining traction with investors, and there’s an update...
2026-02-1812 minSharesifyAI and markets, bonds, AIC/Saba punch-up, £10bn Schroders is too cheap and moreIn our latest podcast, Sharesify’s Steven Frazer, Ian Conway and James Crux discuss market mood dominated by AI, bonds, the AIC/Saba punch-up, why £10bn for Schroders is too cheap, and a heavy metal week incoming...
2026-02-1314 minSharesifyLSE Sell-Off, BP Buybacks & Alphabet’s 100-Year Bond | UK Stocks & Market Deep DiveIn our latest podcast, Sharesify’s Steven Frazer, Ian Conway and James Crux open with Winter Olympics talk and news from ‘down The Lane’, and why Steve think’s rock band Stealers Wheels is appropriate. James then unwraps a couple of results from UK small caps Ramsdens (RFX) – not the chippy! – and PZ Cussons (PZC).The chaps then chat through London Stock Exchange (LSEG) news after its recent sell-off, and ponder what activist investor Elliott might be up to with its stake build. Ian walks us through, before moving on to the buybacks at back-off at BP (BP.) and Tot...
2026-02-1113 minSharesifyMarkets on Edge: AI Capex Wars, Income Stocks & Earnings Season | 6 Feb 2026In our latest podcast, Sharesify’s Steven Frazer and James Crux reflect on a bumpy old week for major #stockmarket (AMZN) and #google (GOOG).Steve reveals the staggering combined cost that major firms expect to lavish on AI capex wars this year,James then discusses #Citroen, #fiat and Chrysler car maker #stellantis (STLAM), following the company’s massive €22 billion asset write-down, and how that will impact #income seekers particularly badly.James also reveals the diverging paths of weight-loss drug giants Eli Lilly (LLY) and Novo Nordisk (NOVO-B), as one loses the market cap pounds...
2026-02-0609 minSharesifyMarkets Steady, Big Tech Earnings Loom | Sharesify Investing Podcast – 3 Feb 2026On our latest podcast, Sharesify’s Steven Frazer and Ian Conway are joined by long-time friend and colleague James Crux, the latest member of the Sharesify team. The chaps kick-off with a quick spin through Elon Musk’s faster than speeding bullet SpaceX/xAI merger. On Friday it was speculation, by Monday the deal was signed and sealed, although what this might mean for Tesla remains to be seen.Markets have found a more stable footing after a bumpy week or so, pepped up by more firm earnings both over here and across the pond, with AI darl...
2026-02-0312 minSharesifyNew Fed Chair Rumours, Big Tech Winners & IPO Hype | Sharesify Podcast 30 January 2026In our latest podcast, Sharesify’s Steven Frazer and Ian Conway start macro, with word that former Fed governor Kevin Warsh will replace Jerome owell as Fed head… Ian steers investors through the talking points. The chaps discuss a largely positive week for markets, but a real mixed bag from big tech.You can spin through our thoughts on Microsoft (MSFT), Meta Platforms (META) and Apple (AAPL) by clicking the company names. Talking of knockout names, Steven and Ian discuss exciting IPO news, with market goss...
2026-01-3010 minSharesifySharesify talks shares, 28 Jan, 2026On our latest podcast, Sharesify’s Steven Frazer and Ian Conway talk markets at record highs (or very near), with the FTSE 100, S&P 500, Nasdaq Composite and Eurostoxx 600 on a 2026 rampage. But, as Ian explains, there are puzzling elements to watch, with various economic data points not seemingly tallying with investor hubris. Record gold for one, as the precious metal safe-haven blasts through $5,300 for the first time ever on Wednesday, making it a 23% gold rush rallying already in 2026. Steven and Ian then move on to crucial earning incoming this evening, when $10 trillion+ of big tech post...
2026-01-2811 minSharesifySharesify talks shares, 23 Jan, 2026In our latest podcast, Sharesify’s Steven Frazer and Ian Conway try to make sense of a bumpy old week for major global stock markets following some classic TACO trade stuff. Are investors taking a bit of risk off the table and chasing defensives as volatility creeps in? Find out what the chaps think, with an eye on Proctor & Gamble (PG) stock, and why investors don't only react to published numbers.Steven then discusses chipmaker Intel (INTC), one of Wall Street's stars over the past year, but not now. Is this a reality ch...
2026-01-2310 minSharesifySharesify talks shares, 21 Jan, 2026on our latest podcast, Sharesify’s Steven Frazer and Ian Conway get to grips with a big sell-off over the US. They explain how Trump's Greenland land grab is dragging on investor confidence, and why events are setting the gold price alight. The chaps also explain why UK markets have remained more robust.Steven and Ian then talk through some of the UK company announcements that have caught their eye - dual-listed Wise (WISE), Anpario (ANP), Ashtead Technology (AT.), DFS (DFS), Currys (CURY), JD Wetherspoon (JDW), Gear4Music (G4M), Experian (EXPN), and why the latter will in...
2026-01-2111 minSharesifySharesify talks shares, 16 Jan, 2026Steven talks through some mouth-watering IPOs that could appear this year – think Elon Musk’s SpaceX, exciting AI brianbox Anthropic, and perhaps Sam Altman’s genius ChatGPT creator OpenAI.The chaps chat through some big earnings calls next week – Intel (INTC), Netflix (NFLX), Proctor & Gamble (PG) on Wall Street – the latter of which could have interesting implications for London’s Unilever (ULVR), now that its spun-off its Magnum Ice Cream (MICC) business. Ian also flags why he keeps a close watch on Freeport-McMoRan (FCX), and why it’s an...
2026-01-1610 minSharesifySharesify: Talks Shares 14 Jan, 2026In our latest podcast, Sharesify’s Steven Frazer and Ian Conway discuss the bubbling battle for control of Warner Bros Discovery’s valuable content catalogue, as streaming giant Netflix mulls launching an all-cash offer.The pair also delve into Apple’s bold partnership with Google’s Gemini as it attempts to narrow the AI gap with rivals.The pair then move swiftly into US banks, as the sector kicks-off US reporting season, and talk through the still gloomy clouds overhanging UK housebuilders. Steven and Ian then wrap up with recruiters, and why key stocks are trading...
2026-01-1410 minSharesifySharesify talks shares, 9 Jan, 2026Sharesify’s Steven Frazer and Ian Conway chat about bumper sales for one retail giant, UK supermarkets, the latest developments in the investment trusts space, and look at an ominous White House threat hanging over US defence stocks.Join the Sharesify team in our casual chat through stocks, funds, investment trusts, market mood and all things investing. In this episode, Steven Frazer and his podcast partner in crime Ian Conway discuss UK supermarkets, impressive sales from a retail stalwart, and take a look at an ominous White House threat hanging over US defence stocks.The ch...
2026-01-0910 minSharesifySharesify: Talk Shares 7 Jan, 2026Sharesify’s Steven Frazer and Ian Conway chat about FTSE 100 at 10,000, retail updates, latest on tech chips, and more.
2026-01-0709 min