Investment Mastermind Q3 2026
Welcome back to the Rodcast Mastermind! After a 12-month hiatus, Rod is joined once again by industry experts Adam Lawrence and Manish Kataria for our highly anticipated Quarterly Mastermind episode.
In this jam-packed session, the trio looks back at an extraordinary 12 months of global macro event…
E283 - Ocado, Barratt Redrow, Funding Circle, ASML, ITV & Intuitive Surgical
In this episode we discuss Ocado, Barratt Redrow, Funding Circle, ASML, ITV & Intuitive Surgical
$ocdo $btrw $fch $asml $itv $isrg
#ocdo #btrw #fch #asml #itv #isrg
The Doctor Is Back! And His Diagnosis Is Clear...
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What’s harder: building a data centre in space or a house in the UK? Find out on this week’s PlayingFTSE Show!
This week, we have something a bit different. With Steve W on holiday, it’s the return of the UK’s Number 1 indepe…
Talking plus ABF, Barratt Redrow, Berkeley, Next, Trainline and Trustpilot plus Oracle and TSMC
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With markets still climbing the 'wall of worry', the team talk through the latest positive tech updates from software firm Oracle and chip giant TSMC (Taiwan Semiconductor).There are also results from Associated British Foods, the owner of Primark, developer Berkeley Group, retaile…
Beyond Results Day: Why Apprenticeships Are Becoming a First Choice
In this special two-part episode of Around the Table, we explore changing attitudes towards apprenticeships following new Barratt Redrow research.
Apprentices Samrawit Tesheme and Rushane Williams share their experiences, before William Walsh of Barratt David Wilson Kent and Andy George of the Home…
Soitec Up, Barratt Redrow Cuts, WH Smith Down
Today's biggest winners and losers in the stock market.On this episode of Stock Movers:- Soitec gains as much as 11% as JPMorgan upgrades to overweight and more than doubles its price target, saying raised expectations for the company’s photonics business more than compensate for concerns in mobile…
Talking Barratt Redrow, Beauty Tech, Eagle Eye, Kier, Moonpig, Next, Trustpilot, WH Smith & Wickes
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Join the guys as they run through what's been a mostly upbeat week for UK companies reporting, including Eagle Eye, Kier, MP Evans, Personal Group and Wickes.James explains why, despite decent numbers, Moonpig failed to lift investors's spirits, and Steve lays out why Trustpilot sh…
E292 - Barratt Redrow, Boohoo, Next, Trustpilot, Supermarket Income REIT & Moonpig
In this episode we discuss Barratt Redrow, Boohoo, Next, Trustpilot, Supermarket Income REIT & Moonpig
$btrw $debs $nxt $trst $supr $moon
#btrw #debs #nxt #trst #supr #moon
Inflation puts rates under pressure
The Bank of England held the base interest rate at 3.75% last Thursday by a six to three vote, the dissenters favouring an immediate increase, and warned that rates may need to rise if the energy shock feeds into more persistent inflation. It also slowed balance sheet reduction, giving gilt markets…
The 2.5% Deposit Trap
There are so many ways to bring down the cost of new build in the UK, chief among them reduced regulation, planning and taxation. So I was most disappointed, putting it mildly, to see Prime Minister Andy Burnham’s new initiative, Your First Home, which will give government-backed equity loans of 20…
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