Global markets are sliding — and this week’s selloff is shaking everything from oil and gas to bonds and gold. Dan Coatsworth and Danni Hewson break down what’s driving the volatility, how past geopolitical conflicts have affected stock markets, and what it all means for investors, portfolios, and your money right now.
We also unpack Chancellor Rachel Reeves’ Spring Statement, including the key wins, the potential risks, and what the new OBR forecasts could mean for your personal finances, UK economy outlook, and interest rates.
In company news, Greggs surprises the market despite falling profits, TG Jones (the new name in front of old WH Smith stores) struggles on the high street, and BrewDog investors face a harsh lesson in why crowdfunding is not the same as stock market investing.
There’s also an important update on wills you’ll want to know about — plus two expert interviews exploring the biggest trend in global markets: AI investing.
Orbis’ Simon Skinner discusses US sectors with an AI tailwind, while Brown Advisory’s Colby Stilson explains why major tech names are issuing bonds to fund massive AI infrastructure projects.
A huge week, big market moves, and crucial insights for anyone following investment markets, financial news, and longterm investing.
If you enjoy this episode, please like and subscribe.
Timestamps
[02:16] – Market sell-off: What’s moving shares, oil, gas & bonds
[02:43] – Middle East tensions: How markets behaved in past conflicts
[15:39] – Spring Statement: What Rachel Reeves’ update means for your money
[19:11] – Greggs results reaction
[24:11] – TG Jones struggles on the high street
[27:54] – BrewDog takeover and the risks of crowdfunding
[32:17] – Free Will Month explained
[34:50] – AI interview 1: US sectors with an AI tailwind (Simon Skinner, Orbis)
[48:40] – AI interview 2: Why big tech is issuing bonds (Colby Stilson, Brown Advisory)
[01:00:48] – Closing & next week’s ISA special
