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Podcasts

The Companies and Markets show

Construction stocks, XPS & medtech
June 20

Construction stocks, XPS & medtech

Our team of journalists discuss results from three companies and the issues facing medical device stocks
FirstGroup, Oxford Instruments & Blue Whale Growth
June 13

FirstGroup, Oxford Instruments & Blue Whale Growth

Dan Jones and the team unpack a rail business’s results, a materials company and Blue Whale Growth’s tobacco holding
Chemring, Latin American funds & Paragon Banking
June 06

Chemring, Latin American funds & Paragon Banking

The IC team discuss results from a UK defence specialist, the Latin American funds with the most potential, and the latest from an outperforming UK bank
25 years of volatility, Pets at Home & BT
May 30 May 30

25 years of volatility, Pets at Home & BT

Dan Jones and the IC team unpack results from a retailer, what investors can learn from 25 years of volatility, and the latest from a UK telecom stalwart
Global trackers, Diploma & cobalt
May 23 May 23

Global trackers, Diploma & cobalt

Dan Jones and co unpack a company that beat analyst expectations, why global trackers aren’t as passive as they seem and the price of cobalt
Investing to travel, Experian & Imperial
May 16 May 16

Investing to travel, Experian & Imperial

Dan Jones and team discuss a consumer credit reporting company, a tobacco multinational business, and how to prepare your portfolios to travel the world
Explore The Companies and Markets show

The IC Interviews

‘Commodities are the best protection against inflation’: Jasmine Yeo of Ruffer
May 06

‘Commodities are the best protection against inflation’: Jasmine Yeo of Ruffer

The manager of the wealth preservation trust talks bonds, commodities and the end of US exceptionalism
Tariffs, gold and weight loss drugs: Charlotte Yonge of Personal Assets Trust
April 22

Tariffs, gold and weight loss drugs: Charlotte Yonge of Personal Assets Trust

Co-manager of Personal Assets Trust explains why she is bullish on gold and why consumer stock investors need not fear weight loss drugs
‘I don’t believe in tech’: Stephen Yiu of Blue Whale Growth
March 25

‘I don’t believe in tech’: Stephen Yiu of Blue Whale Growth

Manager of the popular global fund talks tech stocks, how the fund will evolve and what impact trade wars will have
There are AI winners apart from Nvidia: Nick Train of Finsbury Growth & Income
March 04

There are AI winners apart from Nvidia: Nick Train of Finsbury Growth & Income

The popular UK fund manager explains why he’s hopeful for a performance turnaround
Explore The IC Interviews

Lee and the IC

Tariffs, trade deals & investing life lessons: Lee and the IC
May 13

Tariffs, trade deals & investing life lessons: Lee and the IC

Alex Newman and Lord Lee reunite to unpack the market since April’s sell-off and all the changes in Lord Lee’s portfolio
Meeting Vp’s CEO: Lee and the IC
March 11

Meeting Vp’s CEO: Lee and the IC

Lord Lee and Alex sit down with Anna Bielby, chief exec of a specialist rental equipment business
Why finance should be taught in schools: Lee and the IC
February 11

Why finance should be taught in schools: Lee and the IC

Cameron Holt, member of the Youth Parliament, is advocating for change in the school curriculum to give young people the ability to succeed financially
‘I’m optimistic about stocks in 2025’: Lee and the IC
January 14 January 14

‘I’m optimistic about stocks in 2025’: Lee and the IC

Alex Newman and Lord Lee reunite to unpack the year just gone and look forward to the next 12 months
Meeting Braemar’s CEO: Lee and the IC
December 10 December 10

Meeting Braemar’s CEO: Lee and the IC

Alex Newman and Lord Lee are joined by James Gundy, CEO of shipbroker Braemar
What the Budget and Trump mean for investors: Lee and the IC
November 12 November 12

What the Budget and Trump mean for investors: Lee and the IC

Lord John Lee of Trafford and Alex Newman discuss the impact of the Budget and the US election on UK stocks
Explore Lee and the IC
A service from the Financial Times