The Rest Is Money

Goalhanger
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10 snips
Mar 26, 2026 • 44min

264. Why the chair of Iceland Foods is not worried about their energy bills

Richard Walker, executive chair of Iceland Foods and the government's cost of living champion, shares his take on energy protection and consumer risk. He discusses temporary profit caps for energy firms. He talks about how Middle East tensions affect pricing, hedging and supermarket strategy. He also covers labour pressures, youth opportunities and the North Sea drilling versus transition trade-offs.
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48 snips
Mar 23, 2026 • 52min

263. Iran War: protecting the UK economy from the energy crisis

A fast-paced look at how an Iran conflict could rattle oil flows, markets and UK borrowing. They explore why Britain is uniquely exposed due to energy dependence and weak growth. The discussion covers tough choices on targeted energy support, whether fiscal rules should bend, and reforms to boost investment, pensions and scale-up finance. Renewables and North Sea trade-offs also feature.
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5 snips
Mar 19, 2026 • 50min

262. Does the Chancellor have a growth plan at last?

They debate whether the Chancellor finally has a credible growth plan, covering AI, Europe and devolution. They question timing and missed opportunities on growth measures. They discuss giving mayors tax shares, risks to regional fairness, and stalled regeneration projects. They explore dynamic EU alignment for exporters and warn services remain hardest to fix.
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9 snips
Mar 16, 2026 • 36min

261. Dire straits: Should the Royal Navy end the Iran oil blockade?

Discussion of Trump’s push for allies to help reopen the Strait of Hormuz and the naval and escalation risks of sending mine-hunting drones and ships. Exploration of why an oil shock hits Europe harder while US fracking cushions America. Focus on soaring heating oil prices for rural households and the trade-offs between targeted fuel support and costly universal subsidies.
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25 snips
Mar 12, 2026 • 51min

260. Iran War: why the poor will suffer

Mohamed El-Erian, economist and Allianz chief economic adviser, offers urgent analysis of the Iran war’s hit to growth and inflation. He explains why markets underreact to catastrophic risks. He outlines how energy, food and unemployment will widen inequalities and why UK policy needs targeted support and a coherent growth strategy.
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23 snips
Mar 10, 2026 • 31min

259. BONUS: Trump's War - why it's making us poorer

They unpack how the Iran conflict is driving extreme oil and bond volatility and what that means for markets. They explore shipping chokepoints, alternative oil routes and the strain on insurance and gas supplies. They cover force majeure clauses disrupting global supply chains and why mortgage pricing is getting worse for consumers.
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40 snips
Mar 9, 2026 • 54min

258. How AI changes everything we should teach kids

Marc Warner, founder and CEO of Faculty AI, turned PhD talent into a company applying AI across health, education and business. He recounts building an NHS COVID early-warning system, selling Faculty to Accenture, and argues schools should stop banning AI. The conversation covers AI safety, training people to work with agents, and what children should learn as jobs shift.
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26 snips
Mar 5, 2026 • 33min

257. Iran War: Are investors getting it wrong?

They unpack why oil prices have barely budged despite attacks on key Middle East energy sites. They survey damage to shipping lanes, refineries and LNG terminals and what that means for wholesale gas. They flag broader risks to inflation, food costs and central bank policy. They also consider political strains between the UK and US and the possible economic fallout.
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59 snips
Mar 2, 2026 • 37min

256. Will Trump’s war on Iran sink markets and the global economy?

Discussion of how strikes in the Middle East could choke oil and LNG flows and push energy prices higher. Analysis of risks to Gulf production, refining and liquefaction infrastructure. Debate over whether oil shocks will fuel inflation or sap growth and what that means for interest rates. Consideration of political and market fragilities that could deepen volatility.
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59 snips
Feb 26, 2026 • 43min

255. Trump trade tariffs - who is calling the shots?

Conversation covers the fallout from the Supreme Court limiting presidential tariff power and what that means for US trade policy. They explore the mechanics and reach of a proposed 15% global tariff and the legal fights over refunds. UK manufacturers’ warnings and the political pressure on UK-US trade plans get highlighted. The economic and business risks, plus potential winners from tariff litigation, are discussed.

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