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BP & Shell, Tesco and UK Housebuilders with interactive investor’s Victoria Scholar
Manage episode 379367310 series 2334872
Content provided by Jonathan Roychoudhury and UK Investor Magazine. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jonathan Roychoudhury and UK Investor Magazine or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
The UK Investor Magazine was delighted to welcome Victoria Scholar, Head of Investment at interactive investor, for a deep dive into a selection of UK and US equities.
We discuss:
- BP (LON:BP)
- Shell (LON:SHEL)
- Persimmon (LON:PSN)
- Metro Bank (LON:MTRO)
- Tesco (LON:TSCO)
- Nike (NYSE:NKE)
- Netflix (NASDAQ:NFLX)
We frame the conversation in the context of current macro themes and the human tragedy unfolding in the Middle East.
We look at oil prices and how the conflict could spark a super cycle in fossil fuels. Victoria provides insight into the thinking in the underlying commodity markets and compares this to the motivations of equity investors.
Victoria explains the cyclicality and defensive nature of a number of stocks and finishes with a look at Netflix’s upcoming results.
Hosted on Acast. See acast.com/privacy for more information.
376 episodes
Share
Manage episode 379367310 series 2334872
Content provided by Jonathan Roychoudhury and UK Investor Magazine. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jonathan Roychoudhury and UK Investor Magazine or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
The UK Investor Magazine was delighted to welcome Victoria Scholar, Head of Investment at interactive investor, for a deep dive into a selection of UK and US equities.
We discuss:
- BP (LON:BP)
- Shell (LON:SHEL)
- Persimmon (LON:PSN)
- Metro Bank (LON:MTRO)
- Tesco (LON:TSCO)
- Nike (NYSE:NKE)
- Netflix (NASDAQ:NFLX)
We frame the conversation in the context of current macro themes and the human tragedy unfolding in the Middle East.
We look at oil prices and how the conflict could spark a super cycle in fossil fuels. Victoria provides insight into the thinking in the underlying commodity markets and compares this to the motivations of equity investors.
Victoria explains the cyclicality and defensive nature of a number of stocks and finishes with a look at Netflix’s upcoming results.
Hosted on Acast. See acast.com/privacy for more information.
376 episodes
All episodes
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Similar to UK Investor Magazine
The Village Global podcast takes you inside the world of venture capital and technology, featuring enlightening interviews with entrepreneurs, investors and tech industry leaders. Learn more at www.villageglobal.vc.
…
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Bitcoin pioneer Charlie Shrem peels back the layers on the lives and backgrounds of the world's most impactful innovators. Centering around intimate narratives, Shrem uncovers a detailed, previously unspoken story of the genesis and evolution of bitcoin, cryptocurrency, artificial intelligence, and the web3 movements. Join Shrem as he journeys through the uncharted territories of tech revolutions, revealing the human side of the stories that shaped the digital world we live in today.
…
continue reading
The Moneycontrol Podcast is your daily source of business news, investment analysis and advice on stocks and the markets. Tune in to broaden your horizons with podcasts by journalists, experts and analysts giving you a head-start in the investment game.
…
continue reading
In each episode of "Goldman Sachs Exchanges," people from the firm share their insights on developments shaping industries, markets and the global economy.
…
continue reading
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continue reading
The Tai Lopez podcast brings you the best business education straight from the world's top entrepreneurs. I will also review the best books in health, wealth, love and happiness that will help you achieve your maximum potential and live the best life possible.
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continue reading
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continue reading
A weekly roundup of the most important stories from the worlds of business and finance, hosted by Felix Salmon. Want more Slate Money? Subscribe to Slate Plus to unlock weekly bonus episodes. Plus, you’ll access ad-free listening across all your favorite Slate podcasts. Subscribe now on Apple Podcasts by clicking “Try Free” at the top of our show page. Or, visit https://slate.com/moneyplus to get access wherever you listen.
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continue reading
Wharton faculty and industry leaders discuss their latest research, books, and relevant business topics. Hosted on Acast. See acast.com/privacy for more information.
…
continue reading
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continue reading
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Go offline with the Player FM app!
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