The Slate Daily feed includes new episodes from more than 30 shows in the Slate Podcast Network. You'll get thought provoking analysis, storytelling, and commentary on everything from news and politics to arts, culture, technology, and entertainment. Discover new shows you never knew you were missing.
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Weekly wrap of events of the week peppered with context, commentary and opinion by a superstar panel. Click here to support Newslaundry: http://bit.ly/paytokeepnewsfree Hosted on Acast. See acast.com/privacy for more information.
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Tariffs, trade deals & investing life lessons: Lee and the IC
Manage episode 482427488 series 124416
Content provided by Investors' Chronicle. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Investors' Chronicle or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
The period since the last episode of Lee and the IC has been eventful to say the least, and the pair begin by unpacking Donald Trump’s tariffs, the subsequent market sell-off, and how it compares to similar eras in market history.
The episode follows in typical fashion, and Lord Lee updates listeners on changes he has made to his portfolio in the period following “liberation day”, including Treatt (TET), and reveals why he believes PZ Cussons (PZC ) is a severely underrated stock.
To wrap up, Alex queries Lord Lee on how he may use his M&G dividend, and Lord Lee shares why he has been involved in the stock market for over half a century.
Timestamps
1:12 Liberation Day reaction
3:33 Lord Lee’s opinion of the turn the world is taking
5:41 Did Lord Lee expect a climbdown
6:51 April’s selloff compared to others in history
9:49 Market rebounds to a downturn
11:26 UK and US trade deal
14:04 Lord Lee’s portfolio during the tariff-induced downturn
17:29 Lord Lee’s view on holding cash
19:09 Treatt
22:12 Christie Group
25:44 Workspace
29:13 Vianet
31:03 PZ Cussons
34:12 Dividend season
35:15 Investing for over half a century
Hosted on Acast. See acast.com/privacy for more information.
1081 episodes
Share
Manage episode 482427488 series 124416
Content provided by Investors' Chronicle. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Investors' Chronicle or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
The period since the last episode of Lee and the IC has been eventful to say the least, and the pair begin by unpacking Donald Trump’s tariffs, the subsequent market sell-off, and how it compares to similar eras in market history.
The episode follows in typical fashion, and Lord Lee updates listeners on changes he has made to his portfolio in the period following “liberation day”, including Treatt (TET), and reveals why he believes PZ Cussons (PZC ) is a severely underrated stock.
To wrap up, Alex queries Lord Lee on how he may use his M&G dividend, and Lord Lee shares why he has been involved in the stock market for over half a century.
Timestamps
1:12 Liberation Day reaction
3:33 Lord Lee’s opinion of the turn the world is taking
5:41 Did Lord Lee expect a climbdown
6:51 April’s selloff compared to others in history
9:49 Market rebounds to a downturn
11:26 UK and US trade deal
14:04 Lord Lee’s portfolio during the tariff-induced downturn
17:29 Lord Lee’s view on holding cash
19:09 Treatt
22:12 Christie Group
25:44 Workspace
29:13 Vianet
31:03 PZ Cussons
34:12 Dividend season
35:15 Investing for over half a century
Hosted on Acast. See acast.com/privacy for more information.
1081 episodes
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Similar to Investors' Chronicle
The Slate Daily feed includes new episodes from more than 30 shows in the Slate Podcast Network. You'll get thought provoking analysis, storytelling, and commentary on everything from news and politics to arts, culture, technology, and entertainment. Discover new shows you never knew you were missing.
…
continue reading
The economy and the markets are "under surveillance" as we cover the latest in finance, economics and investment. Listen to Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern for the top interviews from Bloomberg Surveillance Television. And join Tom Keene and Paul Sweeney for the best conversations from Bloomberg Surveillance Radio. Watch Surveillance TV LIVE each mornings: http://bit.ly/3P7nstQ. Watch Surveillance Radio LIVE weekday mornings: http://bit.ly/3vTiACF.
…
continue reading
Diane Rehm’s weekly podcast features newsmakers, writers, artists and thinkers on the issues she cares about most: what’s going on in Washington, ideas that inform, and the latest on living well as we live longer.
…
continue reading
Weekly wrap of events of the week peppered with context, commentary and opinion by a superstar panel. Click here to support Newslaundry: http://bit.ly/paytokeepnewsfree Hosted on Acast. See acast.com/privacy for more information.
…
continue reading
A daily dose of irreverent, offbeat, and informative takes on business & tech news. Hosted by Jon Weigell, Juliet Bennett Rylah, Mark Dent, Ben Berkley, Sara Friedman, Matthew Brown, and Rob Litterst from The Hustle.
…
continue reading
The UK Column is an independent news organisation analysing the information war. Operating without financial backing or external investment, we remain free from advertisers, foundations, and political parties, relying solely on support from our audience through memberships and donations.
…
continue reading
The show that helps you maximize your wealth by turning complex financial situations into actionable advice. On Your Money. Your Mission., we answer the questions you’ve been asking about -- financial planning, investing, retirement and everything in between. Whether you’re navigating the complexities of the market or looking for the best ways to save or spend your money, tune in to hear from experienced financial advisors with JFG. Walk away from each episode with savvy tips and financial t ...
…
continue reading
A comprehensive roundup of the major stories from the region and the people involved and affected by them.
…
continue reading
Motley Fool Money is a daily podcast for stock investors. Weekday episodes offer a long-term perspective on business news with The Motley Fool's investment analysts. Weekend shows are a mix of investing classes and longer-form interviews. The show is hosted by Dylan Lewis, Ricky Mulvey, and Mary Long.
…
continue reading
Welcome to Crimetown, a series produced by Marc Smerling and Zac Stuart-Pontier in partnership with Gimlet Media. Each season, we investigate the culture of crime in a different city. In Season 2, Crimetown heads to the heart of the Rust Belt: Detroit, Michigan. From its heyday as Motor City to its rebirth as the Brooklyn of the Midwest, Detroit’s history reflects a series of issues that strike at the heart of American identity: race, poverty, policing, loss of industry, the war on drugs, an ...
…
continue reading
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