
Overleveraged (Finalto)
Explore every episode of Overleveraged
Pub. Date | Title | Duration | |
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05 Sep 2024 | 34: Once Upon a Time in London: City memories with David Buik | 00:33:36 | |
He’s been a fixture of the City for the last 60 years and now veteran commentator David Buik looks back at some highlights from his long career, from his time working for brokers long before the Big Bang and the GFC changed the rules of the game. | |||
23 May 2024 | Episode 19: Is Tesla a Fraud? The Case Against Elon Musk | 00:30:50 | |
Tesla is being investigated for securities and wire fraud for self-driving claims. Is Tesla a giant fraud on the scale of Theranos? Witness for the prosecution Mark Spiegel from Stanphyl Capital joins Neil to make the case against Elon Musk. | |||
03 Oct 2024 | 38 - Copper Linings: drilling down into the commodity market | 00:25:06 | |
Oil be back? Does every economy have a copper lining? In this episode, Neil and John Hughman consider the commodity cycle. | |||
15 Aug 2024 | 31: CEBR - In search of the productivity Holy Grail | 00:28:21 | |
Productivity is the key to economic happiness. But how can the UK improve it? Vicky Pryce from the CEBR joins Neil for a wide-ranging look at what’s needed from the new government. | |||
08 Feb 2024 | Episode 4 - What’s the big AI-dea? | 00:19:36 | |
Productivity, wage growth and the labour force: what can be learn from history abou the impact of AI? | |||
29 Feb 2024 | Episode 7 - What’s Wrong with the UK Stock Market? | 00:21:59 | |
With chatter of a British ISA in this year’s Budget, Neil and John look at the state of London’s ailing equity market – what's gone wrong and how we can fix it. | |||
25 Apr 2024 | Episode 15: Israel, Iran and the Geopolitics of the Middle East: Does it Matter? | 00:21:50 | |
Neil is joined by John Hughman again for look into whether the machinations of geopolitics really matter to financial markets in the long term; and what impact do short-term shocks really have? | |||
18 Apr 2024 | Episode 14: Gold vs Bitcoin: what’s better? | 00:29:27 | |
Helen Thomas from BlondeMoney is back to talk with Neil about Bitcoin and whether it’s behaving more like gold – and whether gold is really behaving like gold anymore. Both have just hit record highs – why? | |||
25 Jan 2024 | Episode 2 - (Arthur) Burns Night Special | 00:25:40 | |
What are central banks going to do next? They’ve hiked a lot and now everyone is waiting for the cuts to come. But will inflation remain too high to justify the kind of easing predicted by markets? Neil is joined once more by Helen Thomas of BlondeMoney to discuss. | |||
11 Apr 2024 | Episode 13: Is China the next Japan? | 00:25:54 | |
Vox's John Hughman joins Neil for a look at the economic and demographic challenges facing China and whether it’s on course for a process of Japanification - a drawn out period of deflation, financial stress, economic decline and property market collapse. | |||
28 Mar 2024 | Episode 11: Four meals from anarchy: What chocolate prices say about climate change and geopolitical risks | 00:20:49 | |
Join Neil and Helen for an Easter parade around the price of chocolate, cocoa futures and what it's telling us about climate change and the risks of geopolitical instability. | |||
29 Aug 2024 | 33: Kammunism: Just how radical is Kamala Harris’s economic policy? | 00:27:34 | |
Democrat Presidential nominee Kamala Harris has laid the groundwork for some potentially radical economic policy: should investors be concerned? Would Trump be any different? Economic populism seems to be the order of the day. | |||
10 Oct 2024 | 39 -Mario's Money Tree Economics: Will the UK or Europe kick the spending habit? | 00:25:00 | |
Ahead of the UK Budget and in the wake of the Draghi report on European competitiveness, Neil and Helen take a look at the big problems facing the UK and EU economies, from rising debt levels to productivity problems and ever-increasing spending. | |||
18 Jul 2024 | 27: How high can Nvidia stock go? | 00:25:17 | |
John Hughman joins Neil to discuss whether Nvidia can continue to ride the AI hype cycle or if there’s a massive bubble. | |||
14 Mar 2024 | Episode 9 - Central Bank Bonanza: So What? | 00:20:20 | |
Central banks are gearing for a busy week ahead – but so what? What does it mean if they cut interest rates, does it matter? | |||
13 Jun 2024 | 22: What is Labour’s Securonomics? | 00:26:57 | |
A Labour government could be far more radical than many think – it's all in the detail of Securonomics, which encapsulates the thinking of shadow chancellor Rachel Reeves. | |||
02 May 2024 | Episode 16 - Sceptred Isle: Are English Local Elections an Extinction Level Event for Tories? | 00:25:03 | |
England expects it could be a tricky night for Rishi Sunak – can he survive until the General Election? And will the Tory party survive in the long run? Helen Thomas, former advisor to George Osborne, is here to discuss. | |||
08 Aug 2024 | 30: Watchlist 2024: That Was The Year That Still Is | 00:18:08 | |
A lot has happened so far this year and we’re barely halfway through. Neil takes a look back at the year and whether things have worked out as expected. | |||
26 Sep 2024 | 37 - Coffee Pod: Why your morning latte is getting more expensive | 00:18:45 | |
Coffee prices are rising to record highs and climate change may be to blame. Neil and Helen take a wonder around the City’s old coffee houses to explore what’s going on. | |||
22 Mar 2024 | Episode 10: Aux armes citoyens! Is the Right about to stage an electoral coup? | 00:22:11 | |
Across Europe, right wing parties are on the rise. Is the Right about to sweep to power? Or does the centre hold? And what does fragmentation at the heart of the EU suggest for financial markets? | |||
06 Jun 2024 | 21: Will Nigel Farage Deliver Labour Landslide? Election Special Series | 00:35:30 | |
In the first of our 2024 UK election series, BlondeMoney’s Helen Thomas makes big calls on what the Nigel Farage decision to stand for Reform will mean for the Tory party and the future of UK politics. Will Labour win a landslide? Could he lead a reverse takeover of the Conservatives? | |||
18 Jan 2024 | Episode 1 - Deglobalisation and the WEF | 00:19:05 | |
Neil is joined by BlondeMoney’s Helen Thomas for look at one of the big themes driving markets – globalisation, as the WEF takes place in Davos, Switzerland. Are we dealing with slowbalisation or deglobalisation, or outright mercantilism, protectionism and war? | |||
27 Jun 2024 | 24: UK General Election one week to go | 00:33:06 | |
Neil and Helen run through all the latest moves in the UK General Election campaign, what it could mean for UK stocks; and they take a look at the forthcoming French election, with the first round of voting taking place on Sunday. | |||
16 May 2024 | Episode 18: Reasons to be cheerful: the UK is not so bad | 00:26:05 | |
The UK economy has emerged from its shallow recession and the FTSE 100 has hit record highs – is it time to be a bit more upbeat about Britain? John Hughman provides the answers with Neil. | |||
15 Feb 2024 | Episode 5 - Tory by-elections and Labour’s Prawn Cocktail Offensive 2.0 | 00:26:30 | |
What does a Labour victory mean for markets and how likely is it to secure a big win this year? Two key by-elections may help us understand more; markets may be assuming too much. Neil and Helen talk about the UK political scene and its macroeconomic implications. | |||
04 Apr 2024 | Episode 12: ‘Bedlam’; ‘Crash’ ‘Bloodbath’; How newspapers shape financial markets | 00:29:13 | |
CityAM editor Andy Silvester joins Neil for a look at the history of the sometimes-symbiotic relationship between news media and financial markets; from the railway mania of the 1840s and Tulip bubble to today’s world of social media and AI. | |||
01 Feb 2024 | Episode 3 - 2024 and the big democratic test | 00:24:50 | |
Will democracy die in 2024? Presidential elections always create volatility and with 60% of global GDP voting this year, will democracy emerge victorious, or are the forces of polarisation and populism growing? Indeed is it fair to cast them as mutually exclusive? | |||
07 Mar 2024 | Episode 8 - Do deficits matter? | 00:26:49 | |
During Budget week, David Buik joins Neil for a talk about the consequences of government borrowing and tries to answer whether deficits really matter. | |||
24 Oct 2024 | 41- The Countdown Budget: The Taxing Conundrum facing Rachel Reeves | 00:33:02 | |
BUMPER BUDGET ISSUE: Our resident former adviser to Chancellor George Osborne, Helen Thomas, takes a deep dive into what the Budget will look like and what the impact on markets will be. | |||
25 Jul 2024 | 28: Resolution Foundation - What can Labour do to end the UK’s stagnation? | 00:37:10 | |
Resolution Foundation research director James Smith delves into what Labour can do to end stagnation and boost the UK economy. | |||
04 Jul 2024 | 25: Election Day(s) Matters | 00:28:38 | |
It’s election day in the UK and Independence Day in the US, but France is proving more interesting this week as Helen and Neil look at what’s happened and what is to come with the French elections.
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18 Sep 2024 | 36: Making a Killing - Market reactions to political assassinations | 00:16:54 | |
From the killing of Lincoln at Ford’s theatre to the market panic of 1914, how assassinations impact markets – does political violence really make a difference and can history teach us about what could happen if Trump is again in the line of fire? | |||
11 Jul 2024 | 26: Will Joe Biden run as the Democrat presidential candidate against Trump 2.0? | 00:22:14 | |
After a shaky presidential debate, Joe Biden is facing calls from within his own party to step aside. Will he? Would it make any difference? And what would President Trump 2.0 mean for markets? | |||
22 Feb 2024 | Episode 6 - Russia’s war and Trump: time for change? | 00:25:41 | |
How could the US presidential election shape the two-year-old conflict? What could Trump do on day one, and are markets prepared for November? | |||
12 Sep 2024 | 35: Expect pain: Will Labour be pro-business? | 00:20:42 | |
It’s not long to go to Rachel Reeves’ first Budget. With the prime minister warning us to expect ‘pain’, will we actually see a pro-business agenda? Helen Thomas of BlondeMoney returns to discuss the UK political scene. | |||
01 Aug 2024 | 29: American exceptionalism – can Europe ever catch up? | 00:27:18 | |
Helen Thomas is back to look at the main factors driving America’s exceptional economic recovery and whether the UK or others have a hope of catching up. | |||
22 Aug 2024 | 32: Jackson Hole: What to expect from the Fed | 00:19:22 | |
Neil and Helen look at recent market volatility and what it means for central banks gathering in Wyoming for the annual Jackson Hole Symposium | |||
30 May 2024 | Episode 20: Work is Killing Us | 00:29:16 | |
Work kills, but so does unemployment. David Buik comes into the office to discuss the pros and cons of working from home and the future of work. | |||
31 Oct 2024 | 42- Race to the White House: How to approach the Trump Trade from a UK perspective | 00:26:21 | |
Professional trader Michael Taylor joins Neil Wilson to look at the Trump Trade, the possibility of a contested election result, and whether WW3 has already begun. | |||
20 Jun 2024 | 23: Discussing Sunak and Starmer's Campaigns | 00:10:27 | |
Helen Thomas & Richard Brownlees from BlondeMoney discuss Sunak and Starmer's campaigns, considering what we've learnt so far and what to expect next in the lead up to the UK General Election. | |||
17 Oct 2024 | 40: Where are interest rates going? | 00:21:42 | |
It’s ECB day! So it’s a good time to look at interest rates again with John Hughman. Will the Fed go for another jumbo cut; will the Bank of England stick to a gradual approach or go more aggressive; and how bad are things in Europe? | |||
09 May 2024 | Episode 17: Eurovision Special: The Economic Contest | 00:35:04 | |
Neil and Helen venture into the glittering world of the Eurovision Song Content for a wry look at the economic fortunes and prospects of various competing nations. |