November 28, 2024Episode 4619 min
46 - Our Ozempic future?
Will 'miracle' weight loss drugs be a shot in the arm of economic growth, or will there be a heavy price to pay? Neil discusses with Simon Shear.
Episodes
46
Latest episode
Nov 2024
Language
EN
About the show
Market commentator Neil Wilson and top guests explore the big macro themes affecting investors, economic imbalances, giant geopolitical trends, tail risks and tremors; and everywhere risks are not fully priced into markets. https://www.finalto.com/uk/overleveraged/ All opinions, news, research, analysis, prices or other information is provided as general market commentary and not as investment advice and all potential results discussed are not guaranteed to be achieved. Trading carries risk of capital loss. Service available to professional clients only.
Listen to episodes
November 21, 2024Episode 4526 min
45 - What should China do to fix its economy?
Trump’s tariffs are looming but China’s economy is already in a mess: what can be done to sort it out? Will it end up like Japan? Neil Wilson and Helen Thomas from BlondeMoney take a look.
November 14, 2024Episode 4428 min
44- Elon Musk, the Dogemaster at Donald Trump's side: terrible for Tesla, great for SpaceX
Neil sat down with Tesla bear Mark Spiegel of Stanphyl Capital to catch up on Elon Musk's latest endeavours with President-elect Trump, government efficiency, SpaceX and why the last thing he wants is for autonomous driving to get approved.
November 6, 2024Episode 4029 min
43 - You're Hired: America picks Donald Trump again
Blonde Money's Helen Thomas nailed her prediction for the Electoral College- here she is talking to Neil about how it all unfolded and what happens next.
October 31, 2024Episode 4226 min
42- Race to the White House: How to approach the Trump Trade from a UK perspective
Professional trader Michael Taylor joins Neil Wilson to look at the Trump Trade, the possibility of a contested election result, and whether WW3 has already begun.
October 24, 2024Episode 4133 min
41- The Countdown Budget: The Taxing Conundrum facing Rachel Reeves
BUMPER BUDGET ISSUE: Our resident former adviser to Chancellor George Osborne, Helen Thomas, takes a deep dive into what the Budget will look like and what the impact on markets will be.
October 17, 2024Episode 4021 min
40: Where are interest rates going?
It’s ECB day! So it’s a good time to look at interest rates again with John Hughman. Will the Fed go for another jumbo cut; will the Bank of England stick to a gradual approach or go more aggressive; and how bad are things in Europe?
October 10, 2024Episode 3925 min
39 -Mario's Money Tree Economics: Will the UK or Europe kick the spending habit?
Ahead of the UK Budget and in the wake of the Draghi report on European competitiveness, Neil and Helen take a look at the big problems facing the UK and EU economies, from rising debt levels to productivity problems and ever-increasing spending.
October 3, 2024Episode 3825 min
38 - Copper Linings: drilling down into the commodity market
Oil be back? Does every economy have a copper lining? In this episode, Neil and John Hughman consider the commodity cycle.
September 26, 2024Episode 3718 min
37 - Coffee Pod: Why your morning latte is getting more expensive
Coffee prices are rising to record highs and climate change may be to blame. Neil and Helen take a wonder around the City’s old coffee houses to explore what’s going on.
Is this your show?
Claim this listing to keep it up to date, reach guests who want to pitch you, and manage bookings with Guestify.
Claim this listing
