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Podcasts
The Companies and Markets show
November 29
North Sea winners, airline stocks & shareholder democracy
Dan Jones and the IC team unpack results from two well-known travel companies, North Sea stocks and AJ Bell’s new service
November 22
Quality US stocks, Sage and Grainger
Dan Jones hosts the team to unpack the latest on a software solutions company, a quality company that’s part of our US Special Report, and build-to-rent specialist Grainger
November 15
Investment Trust Special, Burberry & Croda
Dan Jones hosts the IC team to unpack everything from our investment trust special to two British stocks
November 08
How the Budget impacts companies, Auto Trader & the US election
Dan Jones and the IC team discuss an online car marketplace, the Budget’s impact on UK businesses, and bonds following Trump’s presidential win
November 01
What the Budget means for you & HSBC
Dan Jones and co unpack everything from Rachel Reeves’s Budget, banking giant HSBC’s reorganisation and YouGov’s trading update
October 25
The best Aim stocks and Morgan Sindall’s profit update
Dan Jones hosts a conversation on a British construction group, and two companies featuring in our 2024 Aim 100 special
Explore The Companies and Markets show
The IC Interviews
November 26
‘You don’t have to love Europe to own its stocks’: Stefan Gries of BlackRock Greater Europe
Val Cipriani sits down with BlackRock’s head of European equities to discuss the outlook for the continent’s stockmarket, how he picks investments and promising sectors
November 05
IC Interviews: Terry Smith on Nvidia, banks and the UK market
Dave Baxter speaks to the manager of one of Britain’s most popular funds about the Magnificent Seven, Novo Nordisk and more
October 15
‘The yen will keep on going’: Paul ffolkes Davis of Rising Sun Management
Dave Baxter hosts the chairman of the Japanese-focused portfolio Nippon Active Value
August 13
‘Buybacks are more interesting than dividends’: Charlotte Cuthbertson of Migo Opportunities
Share buybacks may seem counterintuitive for trusts that want to grow, but the case for them is still strong
Explore The IC Interviews
Lee and the IC
November 12
What the Budget and Trump mean for investors: Lee and the IC
Lord John Lee of Trafford and Alex Newman discuss the impact of the Budget and the US election on UK stocks
October 08
Meeting Anpario's CEO: Lee and the IC
Alex Newman and Lord Lee sit down with Richard Edwards, CEO of food additives group Anpario
September 10
What investors can do with takeover cash: Lee and the IC
Lord Lee returns for another season to discuss his portfolio, his thoughts on boardroom holdings and what the new UK government means for investors
May 28
Meeting Cerillion's CEO: Lee and the IC
Alex and John are joined by the CEO of Cerillion, a software services company with a nearly £500mn market cap
April 30
How young investors can learn their trade: Lee and the IC
Alex Newman, Lord Lee and three guests from the London-based Renaissance Foundation discuss accessing investing as a young person, stocks versus funds and more
March 26
‘Cultural attitudes around investing need to change’: Lee and the IC
Lord Lee and Alex discuss the ways Britain's investing landscape can change, Jeremy Hunt's Budget and updates to his portfolio
Explore Lee and the IC
The Alpha Podcast
April 26
Alpha Podcast: An ill wind
John Hughman and Phil Oakley discuss the growing headwinds for UK investors
April 16
Alpha Podcast: Top of the shops
This week's Alpha podcast examines the future of British retail
March 22
Alpha Podcast: Trolls & tonic
Games Workshop, Fevertree and BT are all covered in this week's show
March 12
Alpha Podcast: Food for thought
Editor John Hughman and Phil Oakley chew over the prospects for three companies
February 19
Alpha Podcast: Down but not out
John and Phil provide their weekly markets update
February 12
Alpha Podcast: Screen test
Editor John Hughman discusses screening techniques and the value in UK shares with Algy Hall
Explore The Alpha Podcast