Just Williams

Hosted by Williams Investment Management

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Oct 2026

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About the show

An informal discussion of investment management including beginners guides and the approach and investment philosophy particular to Williams Investment Management.

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60 recent

October 6, 202623 min

Just Williams - Episode 107

Welcome to this news episode of the Just Williams podcast, which falls in the middle of the Party Conference seasons and was indeed recorded on the day the Prime Minister took to the stage in Liverpool. Duncan Williams is on hand to guide you through some of the likely implications of that speech as well as some of the policy initiatives already announced, and he is joined by David Scott and James Newsome who are on hand to offer analysis and opinion. Of course none of this operates in a vacuum, and much of it links back to many of the themes that we have been discussing for a while; the record levels of government date across most of the western democracies, failure to keep a lid on inflation, the shock to the global oil supply caused by the conflict in the Middle East and the uncertainty around the Tech and AI bubble.

September 22, 202621 min

Just Williams - Episode 106

After a well-earned August break, Duncan Williams is back to lead the team through the latest episode of the Just Williams podcast. Joining him this time are James Newsome and David Scott, and the task at hand is to try and make some sense of what is going on with inflation and government debt. So expect to hear updates on the challenges to global oil supply, the challenge of rolling over national debt and the significance of the upcoming mid-term elections in the U.S And in a rare bit of positive news, we may well get to see the new government pension dashboard in the coming months. Which despite its ten year turnaround time should prove to be a good thing.

September 8, 202625 min

Just Williams - Episode 105

A slight change for the Just Williams podcast this time around, as we depart from the usual discussion format to a more Q&A style approach. What it means in practice is that Valerie Wade keep the questions coming for regular David Scott, and he takes us through the latest on the Bond markets, inflation and interest rates, the stock market and investor behaviour. And if that wasn't enough, James Newsome is on hand to explain how all of that insight is then used to drive positive investment outcomes for Williams’ customers.

August 25, 202624 min

Just Williams - Episode 104

There is a little bit of a feel of summer recess for this late-August episode of the Just Williams podcast, Regular host Duncan Williams is being pampered in an undisclosed location, which means John Newsome takes centre stage to orchestrate events with fellow regular David Scott. And quite a chat it turns out to be, prompted by a rule-of-thumb comment about equity investing that takes this pair all over the globe in a deluge (weather appropriate) of comment and analysis. Fascinating stuff.

August 11, 202618 min

Just Williams - Episode 103

Coming hot off the heels of the longest ever episode of the Just Williams podcast, we have another edition jam-packed with analysis of what is going on in global economic and political news. We begin with an example of the volatility of AI Bubble, and how this might indicate the possible bottom of the economic cycle. Alongside this we have more sign that the FTSE continues to decline, with Astra Zeneca the latest company possibly looking for a route out. From a UK perspective the Budget Date has been announced, which means we are going to find out how Mr Burnham & Mr Healey are going to fund their policy aspirations, could this mean a raid on Pension Tax Relief?

July 28, 202629 min

Just Williams - Episode 102

Welcome back for another episode of the Just Williams podcast, bringing you the latest economic and investment analysis. Valerie Wade is back in the chair, doing her best to keep regulars John Newsome and David Scott on time and on topic. As you could probably have guessed there is lots to get through this time, with the arrival of Andy Burnham to No.10 and what it might mean for the UK There is an update on tech stocks, pension funds, the federal reserve and what might be going on with British Steel.

July 14, 202618 min

Just Williams - Episode 101

Now we don't won't you to go thinking that there will be anything in the least bit anti-climatic about the latest episode of the Just Williams podcast, or that it is somehow in the shadow of it's centennial sibling. Clearly we partied hard for the 100th, but once we had got that out of our system we were back at it working on 101. So strap in for an update on the AI bubble, what Donald Trump has been investing in and what Andy Burnham (and his sidekick Andy Haldane) might mean for your taxes and your savings. There is some talk about who the next Chancellor might be, the rising price of petrol (and quite a lot of other stuff) in Russia, and how the midterms might shakedown in the U.S

June 30, 202617 min

Just Williams - Episode 100

So this is a thing then. What started out as something that felt a little bit quirky way back in April 2021, has now developed into a thing that we are really quite proud of. In the last four years we have gone from sort of monthly, to a regular bi-weekly schedule and you have got to know quite a few of the Williams Investment family. We have talked you through a whole heap of global events, and a fair bit of change in the financial markets and we like to think we have educated and entertained, even if only a little. But that's enough looking back, we have a 100th episode to share; and it's as choc-full of all of the good stuff that you have come to expect. So sit back with Duncan, John & David and if you feel like raising your mid-morning brew to us, we would be happy to join you in an anniversary toast.

June 16, 202619 min

Just Williams - Episode 99

Nothing livens up a Tuesday morning like a new episode of the Just Williams podcast, even more so when it marks the return of regular Duncan Williams to the hosting hot seat. David Scott is on hand to provide the analysis as the pair dive into the latest global economic and political developments that are likely to impact the investment sector. First up is an update on the situation in the Middle East, and the slightly curious reaction of parts of the Bond Market before attention is turned to the possibility of an inflationary spike, and what that means for economic growth across Europe. The recent developments with SpaceX and the Nasdaq kick-off a conversation about tech stocks in general, and the merits and dangers of getting swept along in high-profile share issues. Finally, following the annual update from the UK Pensions Body, a discussion around what a comfortable pension will look like in the future, and the consideration that needs to be made around the growing costs of social care.

June 2, 202619 min

Just Williams - Episode 98

A warm welcome back to the Just Williams podcast, picking up the pace as we approach the milestone of our 100th episode… This week Valerie Wade is back in the hosting chair, asking the questions and generally ensuring that regulars John Newsome and David Scott stay on point. And there is a lot to get through, starting with the latest UK inflation figures and how they are being interpreted by the Bond Markets, and an update on the situation in Iran and whether we are inching closer to some sort of resolution. There is chance to talk through what is going on with Space X, and what it might mean if the ‘Magnificent Seven’ become the ‘Even More Magnificent Eight’. Finally the likely fallout, both political and fiscal of the appointment of Kevin Warsh as the new Chair of The Federal Reserve.