Just Williams

Hosted by Williams Investment Management

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Latest episode

Jun 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

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

March 24, 202611 min

Just Williams - Episode 93

As we welcome back Duncan Williams and John Newsome of Williams Investment Management for another episode of the podcast, the only story that is making the news is the economic fallout from the ongoing conflict in the Middle East.Which means we are going to be covering the inevitable impact on the global economy, an inflationary shock and the subject of energy security.There is also some news about a new member of the Williams team, and how he will feed into the future discourse.

March 10, 202612 min

Just Williams - Episode 92

Back after a short break, and straight into the economic repercussions of the conflict in the Middle East. Duncan Williams and John Newsome try to make some sense of the last few days, and what it might mean in the short, and the medium term.They consider the immediate impact on the strength of the dollar, and whether it will be an ongoing trend, and what it might mean for the markets. They also consider why it wasn't mentioned in the Chancellor's Spring Statement (but also what was) and what it will mean for wider Government policy, particularly around the future of fossil fuel.Finally they turn to private markets, and a couple of key updates.

February 10, 20269 min

Just Williams - Episode 91

After a couple of fairly epic episodes (certainly by our standards) John and Duncan are back for a more streamlined take on the latest economic and investment news.Proceedings are more than a little influenced by what is going on in the U.S, and the Presidents pick for the Chair of the Federal Reserve, which starts a whole heap of chat about the reasons behind the pivot and how the markets may have influenced the choice.There is a look at the volatility of trading in Silver and Precious Metals, what was learned from the recent forum in Davos, and the nagging question at the heart of Bitcoin.

January 27, 202626 min

Just Williams - Episode 90

A bit of a bumper episode this time around, as Duncan Williams, Val Wade and John Newsome try and make some sense of the craziness that threatens to engulf us all.There is a lot to ponder around the recent interventions of the American President, particularly around his desire to appropriate Greenland and impress his will on the decisions of the Federal Reserve. Does any of it make any kind of sense, and has he gone too far?There is some clarity around the performance of Silver, as it appears to be experiencing similar performance to that of Gold, and some conversation around the performance of the Pharmaceuticals market.And there is just enough time to touch on Davos, Home Reit and the planned that David Lammy has for taxing the legal profession.