Euro Stocks Podcasts

Unilever’s $45bn Deal, Berkeley & Tech: Companies and Markets Show:

The episode dissects Unilever’s £45 billion (≈ $55 billion) spin‑off of most of its food portfolio to McCormick, highlighting the complex deal structure that leaves Unilever with a 55% stake in the enlarged McCormick and a 10% share it must sell down, creating a lingering exposure to the U.S. spice maker. It then examines UK house‑builder Barclay’s unexpected mid‑year update, which trims its medium‑term profit outlook and signals a leaner, cash‑rich model amid higher‑for‑longer interest rates and lingering war‑related uncertainty. Finally, the show looks at Raspberry Pi’s near‑50% one‑day share surge, probing whether the AI hype translates into a sustainable business. Guest experts Erin Withey, Hugh Moorhead, and Arthur Sants provide sector‑specific insights and assess the strategic implications for investors.