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Podcasts
The Companies and Markets show
January 31
DeepSeek, Tesco & AJ Bell
Dan Jones and co discuss the Chinese AI firm that knocked half a billion off Nvidia’s value, supermarket giant Tesco and AJ Bell
January 24
Predicting the market, US banks & biotech
The IC team on how to create five-year forecasts, US banking results and the biotech industry
January 17
Small-cap income stocks & Games Workshop
Dan Jones hosts a conversation on a FTSE listed games miniatures business, small-cap income stocks and a bovine genetics company
January 10
Yields, risk management and retailers
The IC team are back for the first podcast of 2025 and unpack the latest on retail stocks and bond yields
December 20
Activist investing, Hollywood Bowl & US markets
Dan Jones hosts the final podcast of 2024, discussing investment trusts, a bowling alley operator and US prospects for the year ahead
December 13
Investment psychology lessons & Ashtead
Dan Jones and the IC team delve into the results of two UK stocks, what investors can learn from developmental psychology and a bid for an Aim-traded company
Explore The Companies and Markets show
The IC Interviews
February 04
Some European stocks will be protected from Trump: Sam Gleave of Liontrust European Dynamic
What lies ahead for European stocks in 2025?
January 21
‘Trusts need to do better’: Boaz Weinstein of Saba Capital
US hedge fund Saba has ruffled feathers by forcing shareholder votes on proposals to oust board members and merge a set of investment trusts. What should shareholders do?
December 19
Simon Thompson: The scene is set for a UK small-cap recovery
Simon Thompson speaks to Dan Jones about the outlook for the UK market in 2025
December 17
Small-cap expert Simon Thompson’s 2024 review: IC Interviews
It’s the IC Interview’s end-of-year show with stockpicker favourite, Simon Thompson
Explore The IC Interviews
Lee and the IC
January 14
‘I’m optimistic about stocks in 2025’: Lee and the IC
Alex Newman and Lord Lee reunite to unpack the year just gone and look forward to the next 12 months
December 10
Meeting Braemar’s CEO: Lee and the IC
Alex Newman and Lord Lee are joined by James Gundy, CEO of shipbroker Braemar
November 12
What the Budget and Trump mean for investors: Lee and the IC
Lord John Lee of Trafford and Alex Newman discuss the impact of the Budget and the US election on UK stocks
October 08
Meeting Anpario's CEO: Lee and the IC
Alex Newman and Lord Lee sit down with Richard Edwards, CEO of food additives group Anpario
September 10
What investors can do with takeover cash: Lee and the IC
Lord Lee returns for another season to discuss his portfolio, his thoughts on boardroom holdings and what the new UK government means for investors
May 28
Meeting Cerillion's CEO: Lee and the IC
Alex and John are joined by the CEO of Cerillion, a software services company with a nearly £500mn market cap
Explore Lee and the IC
The Alpha Podcast
April 26
Alpha Podcast: An ill wind
John Hughman and Phil Oakley discuss the growing headwinds for UK investors
April 16
Alpha Podcast: Top of the shops
This week's Alpha podcast examines the future of British retail
March 22
Alpha Podcast: Trolls & tonic
Games Workshop, Fevertree and BT are all covered in this week's show
March 12
Alpha Podcast: Food for thought
Editor John Hughman and Phil Oakley chew over the prospects for three companies
February 19
Alpha Podcast: Down but not out
John and Phil provide their weekly markets update
February 12
Alpha Podcast: Screen test
Editor John Hughman discusses screening techniques and the value in UK shares with Algy Hall
Explore The Alpha Podcast