Oil, Bonds and Nvidia’s Relentless AI Surge
In this investment special, Anna Macdonald and Matt Britzman unpack a packed week for markets. They explore falling oil prices and what renewed supply-chain resilience could mean for inflation and elections, before turning to sharp moves in UK government bond yields and the surge in UK M&A activity…
Inside the SpaceX IPO: Risks, Financials and What Investors Should Know
In this special edition podcast Anna Macdonald and Matt Britzman break down the much‑anticipated SpaceX IPO. They explore what SpaceX really looks like as a business today, unpack key financials, losses and growth drivers, and explain how US IPOs work for UK investors. The discussion also covers he…
Special Guest Bill Ackman on Markets, AI and Concentrated Investing
In this special episode of Switch Your Money On, Anna Macdonald and Matt Britzman are joined by Bill Ackman, founder and CEO of Pershing Square Capital Management. Bill shares his views on markets, politics and tariffs, the opportunities and risks around AI, and why he favours a highly concentrated…
The SpaceX IPO: Opportunity or Overvalued?
The SpaceX blockbuster IPO has captivated retail investors, but what happens after the initial excitement fades? Merryn Somerset Webb speaks to Hargreaves Lansdown's Anna Macdonald about the extraordinary demand for shares, the dangers of concentration risk, and what the IPO means for market democr…
Special Guest Maggie Fanari on AI and Global Investing
Anna Macdonald sits down with Maggie Fanari, CEO of J. Rothschild Capital Management, to explore how RIT Capital Partners navigates today’s uncertain markets. From early access to high-growth private companies like AI leaders, to building a resilient, globally diversified portfolio, Maggie shares i…
Artemis Global Income: The Art of Being Different
In this investment special, Anna Macdonald sits down with Artemis Global Income Fund manager Jacob de Tusch-Lec to explore the themes driving the fund’s long-term success. They discuss navigating a changing world order, opportunities in banks, defence, commodities and AI infrastructure, and why the…
Investment Update: Burnham’s First Steps: The Investor Impact
How should investors respond to a new government, rising geopolitical tensions and the latest wave of AI-driven earnings? Anna Macdonald and Matt Britzman explore what Andy Burnham’s arrival, and a Labour shake up could mean for portfolios, the outlook for UK markets, defence spending and the upcom…
Live From Fringe: What Adam Smith Would Say of Bond Market Turmoil
Host Merryn Somerset Webb is joined by Interactive Investor CEO Richard Wilson, Anna MacDonald, investment strategy director at Hargreaves Lansdown, and Russell Napier, financial historian and Keeper of the the Library of Mistakes for the second installment of panel discussions at Panmure House du…
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