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.
Is Europe Ripe for Recovery?
In this episode, Andrew Vernsickle talks with Daniel Avigard, manager of the TM Lansdowne European Special Situations Fund, about why Europe may be poised for a recovery after years of stagnation. Avigard points to a combination of low valuations, a...
War in Iran, Healthcare Resurgence & Isa Changes: The Companies and Markets Show
The episode examines the fallout from the US‑Israel strike on Iran, with Mike Ferhey explaining how disruptions to the Strait of Hormuz and attacks on LNG facilities are driving sharp spikes in oil and gas prices, pressuring European energy markets,...
Tariffs Fail to Knock Markets and Meta Strikes $60bn AI Chip Deal with AMD
The episode examines the fallout from recent US tariff moves, noting that despite uncertainty and mixed corporate news—such as Aston Martin’s job cuts—the FTSE 100 remains near record highs. It highlights the AI arms race, focusing on AMD’s $60 billion chip...
The British Stock Riding the SpaceX Boom
The episode examines why the UK stock market is outpacing the US in 2026, highlighting insider trades at Raspberry Pi and M&S, and a surprising AI prospect in a Japanese toilet firm. Charlene Young warns listeners about fake celebrity investment ads...
2314: 2 P's on a Pod: The AI Winners Nobody's Talking About
In this fast‑paced small‑cap episode, UK equity analyst Paul Scott and host discuss 16 AI‑adjacent stock ideas, ranging from UK fintechs like Moneysupermarket (MONY) and Craneware (CRW) to niche tech firms such as Seeing Machines (SEE) and hVivo (HVO). They...
2310: The Exchange with James Thorne of Colombia Threadneedle
In this masterclass, James Thorne of Columbia Threadneedle shares his market outlook, focusing on UK mid‑ and small‑cap equities and providing detailed analysis of 18 individual companies ranging from Auction Technology Group to LSL Property Services. He highlights the potential...