關於這一集
Economist and trade expert Catherine McBride OBE returns to Hypernormal Investing, now CEO of the Great British Business Council, to explain what the UK’s EU Reset really commits Britain to, what John Healey’s first Budget got right on energy, and why China won the trade game by reading the rules the West wrote.
In this episode
- Why British business needs a new voice when the CBI and small business lobbies already exist
- The EU Reset explained: fishing, defence, the €90bn Ukraine loan, youth mobility, food standards and the electricity market.
- Why joining the EU energy market raises UK electricity costs, not lowers them.
- The Healey Budget: cheaper energy with one hand, dearer Europe with the other.
- Minimum wage vs the OBR’s inflation forecast.
- The North Sea isn’t exhausted, it’s taxed out: BP, Norway and fracking.
- China Shock 2.0: how China beat the floating-currency system and captured the battery supply chain.
- Scrapping the EV mandate is the one policy lever Britain still holds.
Links
- Catherine’s GBBC report: Unconditional Surrender!
- Great British Business Council: gbbc.uk
- Catherine McBride’s Substack
- Catherine on X: @CeeMacBee
- Previous episode: Doom Loops, Dumb Taxes & Trump’s Tariffs
EU Reset, Brexit, China Shock 2.0, UK energy policy, net zero, EV mandate, North Sea oil and gas, John Healey Budget 2026, Great British Business Council, Catherine McBride
This podcast explores stocks, markets, and capital, examines the role of gold in finance, unpacks tax policy and economics, discusses pathways to financial freedom and retirement, explains how interest rates affect investing, features insights from financial advisers, analyzes inflation, recession, and market volatility, covers the actions of central banks, evaluates different assets, addresses inheritance planning, reviews portfolio construction with bonds and an isa, assesses long-term returns and allocation strategies, explores macro trends, and helps listeners understand risk and pensions.
