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Just Williams

Just Williams

Hosted by Williams Investment Management

BusinessManagementNewsInterviews guests

Episodes

68

Latest episode

Aug 2026

Language

EN

About the show

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

Listen to episodes

60 recent
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 UKThere 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.

May 19, 202625 min

Just Williams - Episode 97

It’s a bit of an epic pod this time around, both in terms of the scope of the subject matter and the breadth of the discussion. Valerie Wade is on hosting duties, with John Newsome and David Scott providing the analysis and opinion.The starting point is the recent Local Elections in the UK, and what the catastrophic results might mean for the future of the Labour leadership, and by default the make-up and direction of the Government. From there attention turns to the ongoing situation in the Middle-East (and the impact on global fuel supplies) and whether there is any end in sight, the latest economic data coming out of China and the role that the Donald Trump and the U.S is having on all of it.

May 5, 202614 min

Just Williams - Episode 96

A couple of weeks on from the last Just Williams podcast but the main topic of conversation remains constant, namely the ongoing conflict in the Middle East. Host Duncan Williams is joined by John Newsome and David Scott as they consider the implications of it becoming an extended military operation, and how it will impact on the Global Economy and the Investment Markets.They also turn there attention to the knock-on effects for the UK economy, before reflecting on a recent (and unusual) messaging line coming from a Governor of the Bank of England.

April 21, 202619 min

Just Williams - Episode 95

It is very much a globally themed episode this time as Duncan, John and David discuss the ongoing turmoil in the Middle East, and dig down into the turbulence and challenge it creates in the investment sector.They ponder the significance of the situation within the overall cycle of the markets, and try to understand how other events like the UK local elections, or the process to appoint a new Chair of the US Federal Reserve, are going to play out.

April 7, 202614 min

Just Williams - Episode 94

In this new episode of the Just Williams podcast we extend a warm welcome to the newest member of the team, David Scott.Duncan Williams is on hand to take care of the introductions and in the process learn a little more about his background, and general philosophy around investment management and the markets.All of that whilst sharing their thoughts on the impact of the evolving situation in the Middle East, and what it might mean in the longer term

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