Let's Talk

Hosted by Parmenion

Business Investing

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Mar 2025

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About the show

Designed for financial professionals, Let's Talk dives into the hottest topics shaping the advice and investment markets. Join us as we break down key events and insights to help you support your clients and drive their success. Please remember, the value of an investment and the income from it can go down as well as up, and your clients could get back less than originally invested . https://www.parmenion.co.uk/

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22 recent

March 18, 2025Episode 636 min

From hype to reality: AI in the consumer world

What does Artificial Intelligence (AI) mean for financial advice? How will it shape businesses like yours? In this discussion, our expert guests explore the opportunities and challenges AI presents, cutting through the noise to uncover the practical applications.Join Mike, self-confessed 'technophobe' who’s asking the big questions about AI, Kate Ancketill, global thought leader in business futurism, advising top brands on emerging trends and Alasdair Walker, an award-winning financial planner and co-presenter of Next Wealth’s AI Lab.Tune in for expert insights on how AI is reshaping the financial landscape—and what it means for you.*Please note that this is a recording of a webinar, so there may be some variations in sound quality.

February 4, 2025Episode 59 min

Cashing in on AI - Two Ps in a Podcast

Join Patrick and Peter as they discuss the complex world of AI - a field driving returns for investors - and explore how it could reshape markets and the global economy.

December 17, 2024Episode 49 min

Riding the roller-coaster - Two Ps in a Podcast

Pat and CIO Peter dive into the wild world of interest rates, inflation, and what all that government and corporate debt really means for investors. They break down the market’s ups and downs, why bonds are back in the spotlight, and smart strategies.

December 3, 2024Episode 316 min

The case for equities - Two Ps in a Podcast

Pat and Peter break down what’s really going on in the stock market right now - what’s hot, what’s not, and why bonds might be making a comeback. They chat about market cycles, valuations, and how investor mood swings (aka sentiment) shapes the game. Plus, they dig into why UK and emerging markets could be hiding some serious investment gems. If you want to stay ahead of the curve, this one’s for you!

November 21, 2024Episode 212 min

When the small cap fits - Two Ps in a Podcast

Small caps have often delivered investors superior annualised returns over the long term. Join Patrick and Peter as they share their personal enthusiasm and conviction, and answer the question ‘Why should I invest in smaller companies?’.

October 28, 2024Episode 19 min

Going for gold - Two Ps in a Podcast

Our ever curious host, Patrick Ingram sits down with Peter Dalglish, Parmenion's Chief Investment Officer, to dig into gold's role in investment portfolios. They explore whether gold is a solid hedge against inflation, what’s driving its demand, and why emerging markets are stocking up. Plus, Peter shares his own personal gold investing misadventures and touches on the debate over gold’s place in sustainable investing. The perfect listen for advisers wanting a fresh perspective on portfolio strategy.

May 9, 2024Episode 159 min

Markets in April - a cause for positivity?

Pat and Isaac talk about the record highs in the UK's index, why yields and valuations are looking attractive, and the promising upside potential in the UK market right now.

April 4, 2024Episode 149 min

Markets in March - springing back to life

Pat and Isaac break down the key market trends from Q1 2024, highlighting a strong start to the year. With stock markets hitting record highs, early signs of revival in the UK market, and economies showing greater resilience than expected, they explore what’s driving the momentum and what lies ahead.

March 11, 2024Episode 139 min

Markets in February - resetting expectations

Pat and Isaac dive into the market’s, February's winning streak and why it might be time for a reality check as we head toward the end of Q1 2024.

February 7, 2024Episode 128 min

January market recap - mixed signals going into 2024

Pat and Isaac recap on the exciting year-end rally in December, and talk about what investors can expect moving into 2024 as a recession begins to loom.