PodcastsBusinessGood Money Guide Podcast: Investing, Trading & Currency Markets Explained

Good Money Guide Podcast: Investing, Trading & Currency Markets Explained

Good Money Guide
Good Money Guide Podcast: Investing, Trading & Currency Markets Explained
Latest episode

78 episodes

  • Good Money Guide Podcast: Investing, Trading & Currency Markets Explained

    Is AI diversification, helping to boost the FTSE100 and Nikkei 225 to new record highs?

    12/2/2026 | 55 mins.
    In this week’s podcast, Michael Brown (Senior Market Strategist from Pepperstone) and Michael Hewson discuss the stabilisation in gold and silver prices, AI corporate bond issuance, and the implications of Japan's political landscape on market dynamics. They analyse the recent US jobs report, and its impact on the economic outlook, as well as the UK economy's performance and government responses. Plus a look at this week’s news from BP and NatWest as well as looking ahead to next week’s UK inflation and unemployment numbers.
    Chapters

    00:00 Market Overview and Key Economic Indicators
    02:43 Gold and Silver Market Dynamics
    06:00 Corporate Capital Expenditure and Debt Issuance
    08:55 Japan's Economic Landscape and Political Stability
    11:57 US Jobs Report Analysis
    14:54 UK GDP and Economic Growth Concerns
    17:56 Sector Performance and Business Investment
    20:47 Corporate Earnings and Market Reactions
    30:15 Market Reactions and Earnings Reports
    33:01 Banking Sector Dynamics and Acquisitions
    35:57 Consumer Behavior and Economic Indicators
    38:57 Inflation Trends and Monetary Policy
    42:02 Labor Market Challenges and Wage Growth
    46:12 Retail Sales and Consumer Spending Trends
    48:00 US GDP Insights and Economic Forecasts
    50:53 Defense Sector Growth and Market Opportunities
    54:05 Walmart's Performance and Market Positioning
  • Good Money Guide Podcast: Investing, Trading & Currency Markets Explained

    Has the gold and silver bull market run out of steam?

    05/2/2026 | 57 mins.
    Michael Brown (Senior Market Strategist from Pepperstone) and Michael Hewson discuss the sharp sell-off in both gold and silver and whether it signals an end to the recent bull run. They also look at this week’s BOE rate decision as well as the bumper numbers from Alphabet, its huge pledge on AI spend, as well as looking at the numbers from Apple. They also look ahead to next week’s UK Q4 GDP numbers, and the full year results from Barclays and NatWest.
  • Good Money Guide Podcast: Investing, Trading & Currency Markets Explained

    Trump’s US dollar comments light a fire under gold and silver

    29/1/2026 | 57 mins.
    In this week’s podcast, Michael Brown (Senior Market Strategist from Pepperstone) and Michael Hewson discuss the record highs in gold and silver, as well as President Trump’s comments on the US dollar. They also look at this week’s numbers from Lloyds, Tesla and Microsoft and look ahead to next week’s BOE and ECB meetings, as well as the latest results from Shell, Vodafone, Amazon and Alphabet.
  • Good Money Guide Podcast: Investing, Trading & Currency Markets Explained

    A week of two halves after Trump announces a Greenland deal

    23/1/2026 | 58 mins.
    Michael Hewson and Michael Brown from Pepperstone discuss the current state of the markets, focusing on economic indicators, corporate earnings, and consumer behaviour. They analyse the impact of US-China trade relations, bond market volatility, and the performance of various sectors, including retail and technology. The conversation highlights the challenges faced by companies like JD Sports, Lloyds Banking Group, EasyJet, Tesla, Microsoft, and Meta, providing insights into their financial health and future prospects.

    Chapters

    00:00 Market Reactions and Economic Indicators
    20:51 Earnings Season Insights
    30:42 Retail Sector Performance and Challenges
    31:13 Federal Reserve's Monetary Policy Outlook
    35:04 Political Pressures and the Fed's Dilemma
    36:15 Lloyds Banking Group: Performance and Prospects
    39:21 EasyJet: Navigating Post-Pandemic Challenges
    44:21 Tech Giants: Tesla, Microsoft, and Meta's Market Dynamics
    55:37 Apple's Innovation Dilemma and Market Position
  • Good Money Guide Podcast: Investing, Trading & Currency Markets Explained

    More records for the FTSE 100, even as President Trump dials up geopolitical risk

    15/1/2026 | 1h
    Michael Hewson and Michael Brown from Pepperstone delve into the current state of financial markets, focusing on geopolitical tensions, particularly the U.S. administration's stance on Venezuela and Greenland. They discuss the implications of recent Department of Justice subpoenas directed at the Federal Reserve and how these developments are affecting market sentiment. Despite the political turmoil, markets appear resilient, with the FTSE 100 reaching record highs and the S&P showing signs of recovery. The hosts also address listener feedback regarding their previous claims about U.S. oil dependency on Venezuela, emphasizing the complexities of the oil market and the geopolitical motivations behind U.S. actions.

    The conversation shifts to the performance of various sectors, including UK markets, where the hosts analyze recent GDP data and corporate earnings reports from companies like Whitbread and Persimmon. They highlight the mixed signals from the labor market, particularly in the recruitment sector, and discuss the potential impact of upcoming economic data releases on monetary policy. The episode wraps up with a preview of next week's earnings reports, including Netflix, and the anticipated market reactions to these developments.

    Chapters

    00:00 Introduction and Overview
    02:13 Geopolitical Tensions and Oil Markets
    11:44 Trump's Influence on the Federal Reserve
    20:51 Economic Data Insights
    22:13 Tech Companies and AI Innovation
    26:46 U.K. Market Analysis and Construction Challenges
    33:46 Construction Sector Resilience
    36:49 Retail Performance Insights
    39:37 Labor Market Challenges
    42:54 US Banks and Credit Card Interest Rates
    47:17 Upcoming Economic Indicators and Earnings Reports

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About Good Money Guide Podcast: Investing, Trading & Currency Markets Explained

Join Michael Hewson from Good Money Guide and Michael Brown from Pepperstone as they discuss how recent economic events affect the financial markets. This podcast covers investing, trading and currency transfers, individual stocks, indices, bonds, commodities, currencies and fixed income markets.
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