Best U S Mission To Germany Podcasts (2025)

1
Tariffs, gold and weight loss drugs: Charlotte Yonge of Personal Assets Trust 30:04

1d ago30:04

30:04

As a wealth preservation fund, Personal Assets aims to generate returns above inflation using a long-term approach. But with uncertainty rife thanks to tariffs, the fund is facing a very “interesting” time. In our latest IC Interviews episode, Dave Baxter and Charlotte discuss the talk of the town – tariffs. Listen to the episode to hear the pair u…

1
TT Electronics, more tariffs & S&U: The Companies and Markets Show 36:13

6d ago36:13

36:13

We begin with results from electronics manufacturer, TT Electronics (TTG). Michael Fahy and Arthur Sants explain how its North American and European divisions have been performing, and how the senior leadership is changing. Tariffs again, but from a different angle. Arthur Sants, our US correspondent, unpacks how tech stocks Apple (AAPL) and Nvidia…

1
Tariffs & investing beyond the stock market: The Companies and Markets Show 35:58

13d ago35:58

35:58

As tariffs continue to send markets into a frenzy, the panel gives listeners a rundown of how we got here, what’s happening now and what lies ahead for untouched industries such as pharmaceuticals. Val Cipriani joins to discuss this week’s cover feature on the investing world beyond listed stocks. Val and Dan share how investors can get exposed to …

1
What Trump’s tariffs mean for stocks: The Companies and Markets Show 35:24

21d ago35:24

35:24

The panel unpack details of the swathe of tariffs announced by US President Donald Trump. They discuss what was announced, their curious calculations, the implications on nations and stocks, and what retaliations could occur. Dave Baxter joins to discuss global equity funds, the topic of this week’s Big Read. Dave and Dan unpack the thinking behind…

1
Housebuilders, Isas & Fevertree: The Companies and Markets Show 32:20

27d ago32:20

32:20

Dan Jones is joined by Natasha Voase to discuss Bellway’s (BWY) results, and what they reveal about the state of the property market. The pair also unpack the future of housebuilding in light of the Spring Statement and what it means for Vistry (VTY) and Barratt Redrow (BTRW). Val Cipriani joins to carry on the Spring Statement conversation, but ch…

1
‘I don’t believe in tech’: Stephen Yiu of Blue Whale Growth 36:01

1M ago36:01

36:01

The Blue Whale Growth fund concentrates on large cap companies across global stock markets. US tech has dominated global indices, investors’ minds and until recently, the fund. Dave Baxter talks to manager Stephen Yiu about his updated thoughts on the Magnificent Seven, Donald Trump’s impact on the AI play, overlooked sectors and more. This episode…

1
The great rotation, the ultra-rich & Close Brothers: The Companies and Markets Show 29:40

1M ago29:40

29:40

Dan Jones is joined by Alex Newman and Julian Hofmann to discuss the shift away from US shares towards Europe and even the UK – and the implications for investors. Next up, Alex Newman breaks down his Big Read this week on how the ultra-rich invest and what more humble investors can learn from their investing practices. Lastly we turn our attention…

1
Building stocks, Germany’s rearmament & Reach: The Companies and Markets Show 31:49

1M ago31:49

31:49

Mark Robinson sits in for Dan Jones this week and is joined by Michael Fahy to discuss building supplier stocks. The sector has had a rough few years with rising inflation and interest rates, and declining demand. Michael explores where the industry goes next. Alex Newman joins to unpack everything going on with FTSE 250 listed shipbroker Clarkson …

1
Meeting Vp’s CEO: Lee and the IC 39:34

1M ago39:34

39:34

Anna Bielby took the helm at Vp in September 2023, a year after John took his own stake in the business. In this episode, Bielby, Lord Lee and IC associate editor Alex Newman discuss the equipment leasing group's history, business model, threats and opportunities. As always, Alex and John wrap up with an update on Lord Lee’s portfolio, plus his tak…

1
Where mining goes next, Aberdeen & defence ETFs: The Companies and Markets Show 37:40

2M ago37:40

37:40

We begin with Aberdeen’s (ADBN) results, which pleased the market and sent shares up considerably. Julian Hofmann dives into the recent changes at the company and how they will impact investors. Jemma Slingo touches on another asset manager, Schroders (SDR) which also put out results. It’s then onto this week’s Big Read on the future of mining. Com…

1
There are AI winners apart from Nvidia: Nick Train of Finsbury Growth & Income 39:00

2M ago39:00

39:00

Nick Train is the first to admit that his investors haven’t seen the returns they’re used to recently. But despite some calls that haven’t quite worked out, in this interview, he points out the areas that should make up for this in the future. Listen to Dave Baxter and the fund manager discuss holdings in the fund such as Diageo (DGE) – which he’s …

1
Rolls Royce, banking stocks and Smith & Nephew: The Companies and Markets Show 30:14

2M ago30:14

30:14

Market darling Rolls Royce (RR) is going from strength to strength. After a return to dividends topped with a lucrative buyback, shares were up 20 per cent on the day of recording. James Norrington, author of this Rolls-Royce Deep Dive, unpacks the prospects for the business and everything investors need to know. Smith & Nephew (SN), a medical equi…

1
Nvidia, Money Supermarket & Wood Group: The Companies and Markets Show 32:10

2M ago32:10

32:10

We begin with Mony Group (MONY), better known as Money Supermarket, whose results showed the insurance industry isn’t struggling as some fear. Mark Robinson shares all investors need to know. Arthur Sants, our US correspondent and author of this week’s Big Read on Nvidia (NVDA), explains the key points from the article. From the threat of DeepSeek …

1
Vietnam and India will benefit from China’s fall: Carson Block of Muddy Waters Resrearch 36:21

2M ago36:21

36:21

Founded in 2010 by Carson Block, Muddy Waters Research is best known for its short-selling, predominantly in the mid-cap space. In this episode of IC Interviews, Block joins Dave Baxter to discuss what it would take for him to bet against the Magnificent Seven, the UK activist investing landscape, opportunities in Vietnam and India, and why China i…

1
Renishaw, Filtronic & British American Tobacco: The Companies and Markets Show 36:24

2M ago36:24

36:24

Christoper Akers kicks off the podcast with engineer Renishaw’s (RSW) results. From supply chain issues to long-standing murmurs of a sale, find out why investors were disappointed. Valeria Martinez then unpacks designer and manufacturer Filtronic (FTC), whose results were warmly received by the market. Listen to find out how the firm landed contra…

1
Why finance should be taught in schools: Lee and the IC 35:30

2M ago35:30

35:30

This month, Lord Lee and Alex are joined by Member of Youth Parliament, Cameron Holt. At just 16 years old, Cameron’s goal is to get the government to recognise it is failing children with financial literacy. He believes, that through incorporating it into the curriculum, children will increase their confidence in a post-education world, and be mor…

1
Pharma results, Crest Nicholson & Compass Group: The Companies and Markets Show 36:39

3M ago36:39

36:39

Julian Hofmann opens today’s podcast by unpacking results from AstraZeneca (AZN) and GSK (GSK). AstraZeneca had a particularly strong quarter despite China’s investigation into the importation of cancer drug, Imjudo. GSK’s dividends were up, positive news for income investors, but its vaccine rates have slowed as they are more exposed to the US adm…

1
Some European stocks will be protected from Trump: Sam Gleave of Liontrust European Dynamic 26:34

3M ago26:34

26:34

In the latest episode of the IC Interviews, Dave Baxter sits down with Sam Gleave of Liontrust’s European Dynamic. The fund seeks out companies lowly valued by investors, but that could generate more cash than they need to sustain strong growth. In the episode, Dave and Sam discuss why the fund is still bullish on European markets, the outlook for …

1
DeepSeek, Tesco & AJ Bell: The Companies and Markets Show 38:21

3M ago38:21

38:21

Our panel kick off the podcast with a rundown of the latest news from the AI world. Chinese-owned DeepSeek’s smarter and more sustainable design helped knock half a billion dollars from Nvidia’s (NVIDIA) market cap. The panel discuss what comes next for AI stocks and return-hungry investors. It’s then on to Michael Fahy to chat about this week’s ma…

1
Predicting the market, US banks & biotech: The Companies and Markets Show 36:02

3M ago36:02

36:02

On the week Donald Trump retook the position of US president, a handful of banking stocks released strong results. Jemma Slingo joins host Dan Jones to explore what investors need to know about Trump’s potential impact, the differences between UK and US banks, and a broader outlook for the year. It’s then onto this week’s cover feature on creating …

1
‘Trusts need to do better’: Boaz Weinstein of Saba Capital 30:28

3M ago30:28

30:28

Dave Baxter and Dan Jones sit down with the founder of Saba Capital, Boaz Weinstein. Last month, Saba sent the investment trust space into disarray by announcing it wanted to unseat board members at seven underperforming trusts, and merge them or offer shareholders a way out. In the episode, Dave and Dan grill Boaz on how Saba’s plans would work, w…

1
Small-cap income stocks & Games Workshop: The Companies and Markets Show 34:38

3M ago34:38

34:38

This week’s episode starts off with a discussion of Games Workshop’s (GAW) results which showed strong core revenues. Valeria Martinez looks at how the business is performing geographically, the catalysts of its growth, its forecasts and more. Julian Hofmann then gives listeners an insight into our latest cover feature on dividend minnows. He share…

1
‘I’m optimistic about stocks in 2025’: Lee and the IC 31:41

3M ago31:41

31:41

The duo reunite after the festive period for a conversation on how Lord Lee’s portfolio performed, why he feels optimistic about the next 12 months and how he’s invested a strong flow of dividends. The pair discuss Christie Group plc, a stock Lord Lee suggests is “severely underrated”, his opinion on what to do with a company that’s down 50 per cen…

1
Yields, risk management and retailers: The Companies and Markets Show 34:43

3M ago34:43

34:43

We begin with trading updates from retailers and update investors on all they need to know about Next (NXT), M&S (MKS) and Greggs (GRG). There is considerable pressure across the board due to higher national insurance contributions, rising wages and uncertain consumer sentiment. Michael Fahy, Mark Robinson and Alex Newman weigh in. Mark Robinson ta…

1
Activist investing, Hollywood Bowl & US markets: The Companies and Markets Show 29:23

4M ago29:23

29:23

We begin the year's final podcast discussing activist investor Saba Capital. Funds editor Dave Baxter explores the impact of its demand to remove the boards of seven investment trusts and what investors should do if the changes go ahead. It’s then onto Hollywood Bowl’s (BOWL) results. The company reported a 7 per cent rise in revenue, but shares st…

Podcasts Worth a Listen

U S Mission To Germany Podcasts

Podcasts Worth a Listen

1
Investors' Chronicle

Investors' Chronicle

1
Tariffs, gold and weight loss drugs: Charlotte Yonge of Personal Assets Trust 30:04

1
TT Electronics, more tariffs & S&U: The Companies and Markets Show 36:13

1
Tariffs & investing beyond the stock market: The Companies and Markets Show 35:58

1
What Trump’s tariffs mean for stocks: The Companies and Markets Show 35:24

1
Housebuilders, Isas & Fevertree: The Companies and Markets Show 32:20

1
‘I don’t believe in tech’: Stephen Yiu of Blue Whale Growth 36:01

1
The great rotation, the ultra-rich & Close Brothers: The Companies and Markets Show 29:40

1
Building stocks, Germany’s rearmament & Reach: The Companies and Markets Show 31:49

1
Meeting Vp’s CEO: Lee and the IC 39:34

1
Where mining goes next, Aberdeen & defence ETFs: The Companies and Markets Show 37:40

1
There are AI winners apart from Nvidia: Nick Train of Finsbury Growth & Income 39:00

1
Rolls Royce, banking stocks and Smith & Nephew: The Companies and Markets Show 30:14

1
Nvidia, Money Supermarket & Wood Group: The Companies and Markets Show 32:10

1
Vietnam and India will benefit from China’s fall: Carson Block of Muddy Waters Resrearch 36:21

1
Renishaw, Filtronic & British American Tobacco: The Companies and Markets Show 36:24

1
Why finance should be taught in schools: Lee and the IC 35:30

1
Pharma results, Crest Nicholson & Compass Group: The Companies and Markets Show 36:39

1
Some European stocks will be protected from Trump: Sam Gleave of Liontrust European Dynamic 26:34

1
DeepSeek, Tesco & AJ Bell: The Companies and Markets Show 38:21

1
Predicting the market, US banks & biotech: The Companies and Markets Show 36:02

1
‘Trusts need to do better’: Boaz Weinstein of Saba Capital 30:28

1
Small-cap income stocks & Games Workshop: The Companies and Markets Show 34:38

1
‘I’m optimistic about stocks in 2025’: Lee and the IC 31:41

1
Yields, risk management and retailers: The Companies and Markets Show 34:43

1
Activist investing, Hollywood Bowl & US markets: The Companies and Markets Show 29:23

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