Overleveraged

May 16 2024 24 mins 3
Overleveraged Podcast artwork

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.

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Episode 18: Reasons to be cheerful: the UK is not so bad

May 16 2024 26 mins  
The UK economy has emerged from its shallow recession and the FTSE 100 has hit record highs – is it time to be a bit more upbeat about Britain? John Hughman provides the answers with Neil.

Episode 17: Eurovision Special: The Economic Contest

May 09 2024 35 mins  
Neil and Helen venture into the glittering world of the Eurovision Song Content for a wry look at the economic fortunes and prospects of various competing nations.

Episode 16 - Sceptred Isle: Are English Local Elections an Extinction Level Event for Tories?

May 02 2024 25 mins  
England expects it could be a tricky night for Rishi Sunak – can he survive until the General Election? And will the Tory party survive in the long run? Helen Thomas, former advisor to George Osborne, is here to discuss.

Episode 15: Israel, Iran and the Geopolitics of the Middle East: Does it Matter?

Apr 25 2024 21 mins  
Neil is joined by John Hughman again for look into whether the machinations of geopolitics really matter to financial markets in the long term; and what impact do short-term shocks really have?

Episode 14: Gold vs Bitcoin: what’s better?

Apr 18 2024 29 mins  
Helen Thomas from BlondeMoney is back to talk with Neil about Bitcoin and whether it’s behaving more like gold – and whether gold is really behaving like gold anymore. Both have just hit record highs – why?

Episode 13: Is China the next Japan?

Apr 11 2024 25 mins  
Vox's John Hughman joins Neil for a look at the economic and demographic challenges facing China and whether it’s on course for a process of Japanification - a drawn out period of deflation, financial stress, economic decline and property market collapse.

Episode 12: ‘Bedlam’; ‘Crash’ ‘Bloodbath’; How newspapers shape financial markets

Apr 04 2024 29 mins  
CityAM editor Andy Silvester joins Neil for a look at the history of the sometimes-symbiotic relationship between news media and financial markets; from the railway mania of the 1840s and Tulip bubble to today’s world of social media and AI.

Episode 11: Four meals from anarchy: What chocolate prices say about climate change and geopolitical risks

Mar 28 2024 20 mins  
Join Neil and Helen for an Easter parade around the price of chocolate, cocoa futures and what it's telling us about climate change and the risks of geopolitical instability.

Episode 10: Aux armes citoyens! Is the Right about to stage an electoral coup?

Mar 22 2024 22 mins  
Across Europe, right wing parties are on the rise. Is the Right about to sweep to power? Or does the centre hold? And what does fragmentation at the heart of the EU suggest for financial markets?

Episode 9 - Central Bank Bonanza: So What?

Mar 14 2024 20 mins  
Central banks are gearing for a busy week ahead – but so what? What does it mean if they cut interest rates, does it matter?