# Peel Hunt

Najpopularniejsze odcinki podcastów
Zaktualizowano:

Macro Minds #14: A Conversation with Chancellor Rachel Reeves

Following Labour’s landslide victory in the 2024 general election, Rachel Reeves was appointed Chancellor by Prime Minister Sir Keir Starmer on 5 July 2024. She is the first woman to hold the office in its 800-year history. Reeves began her career as an economist at the Bank of England before enter…

Micron's Multi-Decade AI Bet, the Memory Cycle Peak, and Why We're Holding 35% Cash

The stock market staged a sharp reversal this week after Micron's blowout earnings reignited enthusiasm for AI infrastructure stocks, but is the rally on solid footing, or are investors getting ahead of themselves again?  Puru Saxena, founder of AlphaTarget and growth investor, is joined by AlphaT…

Craneware Plunges, Reckitt Dips, MIPS Gains

Today's biggest winners and losers in the stock market.On this episode of Stock Movers:- Craneware shares tumble as much as 31%, the most in seven years, after the software company warned that FY26 financial performance is likely to be below market expectations. Peel Hunt says the guidance reset re…

Macro Minds #15: A Conversation with Robert Jenrick

Robert Jenrick joined Reform UK and was appointed Treasury Spokesperson (Shadow Chancellor) in February 2026. Jenrick began his career as a corporate solicitor, practising at leading international law firms in London and Moscow, before moving into business as a director at Christie’s. Elected as MP…

The Flat White Economy

Can the UK return to stronger economic growth? In this episode, Jonathan and James sit down with Peel Hunt's Chief Economist, Kallum Pickering, to discuss the UK's lacklustre economic performance and what might be done to improve the trajectory. Despite all the doom, there are some encouraging that…

Semiconductor Sell-Off, the Software Rotation, and Why Meta's Cloud Move Isn't What It Looks Like

Semiconductor and memory stocks have pulled back sharply while software names stage a quiet comeback, is this just healthy rotation, or the start of something bigger?  Puru Saxena, founder of AlphaTarget and growth investor, is joined by AlphaTarget's analyst team to unpack the sharp fifteen perce…

Ep 10 - Peel Hunt’s Charles Hall hails resilient UK economy & Unicorns, but starved of capital

Charles Hall, Head of Research at Peel Hunt (LON:PEEL) joins us on the Investor Summit Green Room podcast. Charles is a passionate advocate for UK companies, the UK economy and the financial markets. Peel Hunt have 40 analysts covering 350 UK companies, and are Financial Advisers to over 140 compa…

Tuesday 22 September: Wahaca plots expansion return as late-night venues see first growth in two years

Wahaca prepares for regional growth, Gwynedd halts tourism tax plans, and new data reveals stability in the UK late-night economy. Collated, not reported. Ops Club did not break these stories, the trade press did. This is a signpost to them. Scripted and read by AI from the Ops Club written editi…

Hays Falls, Cranswick Gains, Hacksaw Slumps

Today's biggest winners and losers in the stock market.On this episode of Stock Movers:- Hays shares fall as much as 12%, the most since June 2025, after a trading update from the recruitment firm flagged weakness in permanent hiring. - Cranswick shares rise as much as 4.9%, the most since May, aft…

ASML Gains, Big Yellow Jumps, Admiral Dips

Today's biggest winners and losers in the stock market.On this episode of Stock Movers:- ASML Holding NV shares rose after the Dutch company said soaring artificial intelligence spending means it’s searching for ways to produce more chip-making machines over the next two years. - Activist investor …