UK Politics, AI Boom and Market Resilience
In this episode, Anna MacDonald and Matt Britsman dissect the fallout from the recent UK local elections, noting rising gilt yields and the potential for higher risk premiums as political uncertainty looms. They then shift to global market dynamics, highlighting how resilient US equities remain despite Middle East tensions and elevated oil prices, thanks largely to a robust AI-driven earnings boom. The hosts dive deep into the AI supply chain, emphasizing explosive earnings growth forecasts for semiconductor, CPU, and memory makers such as Nvidia, Intel, AMD, and Micron, while questioning whether the current AI build‑out could extend beyond the typical one‑to‑two‑year cycle. Throughout, they stress the interplay between fiscal policy, borrowing costs, and the tech sector’s capacity to sustain market momentum.
Why Aren’t We Taught This at School?
In this episode of Switch Your Money On, Hella Morrissey and Claire Stinton discuss how to raise financially savvy kids, emphasizing that money mindsets form by age seven and are shaped by everyday family interactions. They share personal anecdotes about...