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Global Infusions Podcast

A podcast from Liontrust’s Global Fundamental team which probes current market debates and considers their potential impact on the long-term investment horizon. For professional investors only. Whilst all reasonable care has been taken in the preparation of this podcast, no responsibility can be accepted for the accuracy or completeness of the information or opinions expressed. The podcast is not intended to be an offer or solicitation of an offer to buy or sell securities. It does not constitute investment advice or an investment recommendation and is provided for information only. For more information please visit www.liontrust.co.uk Music by Leila Panesar Morris

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Last Episode Date: 13 March 2024

Total Episodes: 35

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13 March 2024
The Business of Nuclear

In this episode of Global Infusions, Tom is joined by his latest guest co-host, James, to explore the business of nuclear energy. From power plants to uranium mines, the whole industry has entered the limelight and for good reason. They also discuss the surprising problem facing the Panama Canal and, in the run-up to Easter, chat about the price of chocolate eggs.

26 min
29 January 2024
The Business of Weight Loss

In this episode of Global Infusions, Tom welcomes back Hong to explore the business of losing weight. From gym subscriptions to new wonder drugs, the industry is changing like never before. They also discuss the company that has just overtaken Tesla as the world's largest maker of electric vehicles; and chat about the upcoming release from one of the best-selling game franchises of all time.

25 min
18 December 2023
The Business of Champagne

In this special festive episode of Global Infusions, Tom is joined by his second guest co-host, Tinger, to explore the business of Champagne. From exploding bottles to illegal balloons, you will never look at this go-to celebratory drink the same way again. They also discuss Netflix's most popular shows, the largest baseball contract ever and a hidden gift from a US department store.

24 min
8 December 2023
The Business of Housing

In this episode of Global Infusions, Tom is joined by his first guest co-host, Hong, to explore the business of Housing. From property bubbles to green belts, everyone needs somewhere to live. They also discuss what chaos at OpenAI resulted in Microsoft offering everyone there a job; and they remember the life of investing legend Charlie Munger and reveal one of his surprising hobbies.

23 min
3 November 2023
The Business of Fear

At Halloween we celebrate all things scary. In this episode of Global Infusions, Tom and Tom explore the business of fear. From films to theme parks, the horror industry is huge. The emotion of fear shapes human behaviour in everything from advertising to investing FOMO. They also discuss Google's latest revelations, antitrust cases and fake restaurants.

20 min
29 September 2023
The Business of the Microbiome

In this episode of Global Infusions, Tom and Tom explore the business of the microbiome. They discuss the increasing evidence that the trillions of bacteria that live in us can influence our appetites, cancer, and even how we think. They also chat about dynamic beer pricing, succession in the Murdoch empire and how Kindle is dealing with a splurge of new works written by AI.

23 min
24 August 2023
The Business of Books

In this episode of Global Infusions, Tom and Tom explore the business of books. From anti-libraries and pharaohs pinching Athenian treasures to the consolidation of publishers and book retailers, there is plenty to write home about. They also discuss how AI can minimise the climate impact of trails left by planes, reconstructing songs using brainwaves and room temperature superconductors.

22 min
21 July 2023
The Business of Incentives

Incentives can explain a lot about human behaviour. In this episode of Global Infusions, the last of season 1, Tom and Tom explore the business of incentives. From sales teams to CEOs, and supreme court justices to cobras, bad incentives can have major consequences. They also discuss record demand for 1950s tech, admissions criteria at Harvard, women’s tennis, SEC regulation of beavers and secret airport runways. Tom Morris says his goodbyes and passes the microphone to a new co-host for season 2. 

22 min
26 May 2023
The Business of Succession

Corporate succession can be very tricky and reality can be every bit as strange as fiction. In this episode of Global Infusions, Tom and Tom explore the business of leadership transitions. From Viacom and Disney to Apple and Starbucks, there are a million ways to mess it up. They also discuss fashion colleges teaching avatar design, a leap forward in MRI scanners, Music/AI, and the genius branding of Liquid Death.

22 min
28 April 2023
The Business of Subscriptions

In this episode of Global Infusions, Tom and Tom explore the business of subscriptions. From cable TV to coffee and Photoshop to food deliveries, everything seems to be a subscription now. What is driving this, and what could be next? They also discuss using fish skin to treat burns, the issues around AI music, the UK government’s efforts to ban encryption, and a celebrity sake brand.

22 min
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