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IG Trading the Markets

Business & Economics Podcasts

Get exclusive insights from analysts and industry experts with IG Trading the Markets – a podcast that covers everything from forex to stock trading, helping you to get more from the financial markets. Any opinions, news, research, analysis, prices or other information contained does not constitute investment advice. Losses can exceed deposits, 76% of retail clients lose money.

Get exclusive insights from analysts and industry experts with IG Trading the Markets – a podcast that covers everything from forex to stock trading, helping you to get more from the financial markets. Any opinions, news, research, analysis, prices or other information contained does not constitute investment advice. Losses can exceed deposits, 76% of retail clients lose money.

Location:

United Kingdom

Description:

Get exclusive insights from analysts and industry experts with IG Trading the Markets – a podcast that covers everything from forex to stock trading, helping you to get more from the financial markets. Any opinions, news, research, analysis, prices or other information contained does not constitute investment advice. Losses can exceed deposits, 76% of retail clients lose money.

Twitter:

@IGTV

Language:

English


Episodes

Has gold lost its allure?

10/13/2021
In what some describe as a disappointing market, the gold price has not really moved since 2020. Yes, there was a new record high set during lockdown, but as inflation has picked up gold has not moved from where it was pre-Covid. In this episode, IGTV’s Jeremy Naylor talks to a long-term gold investor, Angelos Damaskos, who runs the Junior Gold fund. What is troubling the gold market, why is it not reflecting the uptick in inflation, are so-called new paradigm economics impacting our...

Duration:00:17:35

Is China on the cusp of a breakdown?

10/6/2021
Is China entering a period of potential difficultly? If so, can it contain it or is it the ‘canary in the coal mine’ indicating a potential global ‘Lehman’ moment? In this episode, IGTV’s Jeremy Naylor discusses this with Ron William from RW Advisory. Any opinion, news, research, analysis, or other information does not constitute investment or trading advice. Follow us on Twitter, Instagram and YouTube

Duration:00:12:20

German election: EU markets await coalition talks

9/29/2021
As political positioning begins in the wake of a closely fought election in Germany, the markets enter a period of stasis. The only known is that Angela Merkel, after 16 years at the helm, will not form any part of the new political make-up. IGTV’s Jeremy Naylor discusses this with Marc Ostwald, chief economist and global strategist at ADMISI. Any opinion, news, research, analysis, or other information does not constitute investment or trading advice. Follow us on Twitter, Instagram...

Duration:00:17:44

China’s tech intervention: what is it trying to achieve?

9/22/2021
With some big declines in many of the US listings of Chinese stocks, what is China trying to achieve? IGTV’s Jeremy Naylor caught up with Dr Xiaolin Chen, head of international at KraneShares, and Brendan Ahern, chief investment officer, about China’s endgame. What is the strategy, what opportunities will it provide, and what can we expect in the meantime? Any opinion, news, research, analysis, or other information does not constitute investment or trading advice. Follow us on Twitter,...

Duration:00:24:31

Tesla: the bull case

9/15/2021
In this episode Tesla shareholder, Ross Gerber from Gerber Kawasaki, explains why he thinks there’s still further upside for Tesla. This comes as the chip shortage eases, the electric vehicle manufacturer makes progress on its Gigafactory in Texas, and its cybertruck readies for release next year. Any opinion, news, research, analysis, or other information does not constitute investment or trading advice. Follow us on Twitter, Instagram and YouTube

Duration:00:11:16

Inflation: will the ECB act on warnings?

9/8/2021
There are now four members of the European Central Bank (ECB) executive that are warning about inflation. Does this mean that we can expect the ECB to act this week? If so, how? In this episode, IGTV’s Jeremy Naylor talks to Martin Essex, foreign exchange analyst at Daily FX, about the announcement and how to trade inflation. Any opinion, news, research, analysis, or other information does not constitute investment or trading advice. Follow us on Twitter, Instagram and YouTube

Duration:00:08:20

UK prime property market: where now?

8/25/2021
The UK’s prime property market continues to look buoyant, according to a report published by the research team at property group Savills. In this episode, IGTV’s Jeremy Naylor caught up with associate director of the company’s research division, Frances Clacy. The discussion looks at who’s buying, who’s selling and how people are able to purchase property at the high end. Are they using cash or mortgaging to the hilt? Any opinion, news, research, analysis, or other information does not...

Duration:00:14:07

Commodities complex: Citigroup's Morse expects lower oil after short-term spike

8/17/2021
In this episode, Ed Morse, global head of commodity research at Citigroup speaks to IGTV’s Victoria Scholar about the outlook for the commodities complex after a stellar year-and-a-half since the pandemic-driven trough last year. Morse says there’s likely to be more differentiation between commodities going forward, and emphasises that we are not in a commodity super-cycle. To play the climate change theme, he favours aluminium and copper for wiring and nickel and cobalt for batteries. In...

Duration:00:17:39

Is the UK entering a period of stagflation?

8/11/2021
With some members of the Bank of England talking about higher inflation for longer than the economy can withstand, will rates have to rise and will that rise stifle what growth there is? In this episode, IGTV’s Jeremy Naylor talks to Martin Essex, analyst at Daily FX. Together they look at the prospects for the UK economy and how to trade sterling against the dollar and the euro. Any opinion, news, research, analysis, or other information does not constitute investment or trading...

Duration:00:12:31

Supermarket sector: what's in store?

8/4/2021
In this episode, IGTV’s Victoria Scholar caught up with Richard Lim, CEO at Retail Economics, about the outlook for UK supermarkets at a time of major change for the sector. This includes a possible bid for Morrisons, the shift towards rapid delivery through the likes of Uber Eats and Deliveroo, and the potential for new entrants to the market, such as Mere. Any opinion, news, research, analysis, or other information does not constitute investment or trading advice. Follow us on Twitter,...

Duration:00:10:08

Private equity: what’s causing London interest?

7/28/2021
With private equity deals up in recent years, IGTV’s Jeremy Naylor discusses what’s happening with Colin McLean, founder of SVM Asset Management, which has interests in the private capital space. What’s happening, why now, and what’s the outlook? Any opinion, news, research, analysis, or other information does not constitute investment or trading advice. Follow us on Twitter, Instagram and YouTube

Duration:00:14:13

Tesla: will Elon Musk signal strength for China deliveries?

7/21/2021
As Tesla gets set to report second quarter earnings, Dan Ives, head of tech research at Wedbush, tells IGTV that the analyst community will be hoping to hear from CEO Elon Musk about the future of its deliveries in China. Ives is bullish on Tesla amid the ‘green tidal wave’ with a price target of $1000 a share, more than 50% above the current share price. Elsewhere, Apple remains Ives’ top pick in the tech sector, which he says is still a buy heading into earnings. Ives is also favourable...

Duration:00:07:10

Why is China destroying its corporates in the West?

7/14/2021
Cybersecurity concerns have been cited by Chinese authorities as one of the main reasons for its intervention in the affairs of Chinese corporates in the West. Successful companies, such as Alibaba and DiDi, had the potential to become the biggest companies of their type in the world, so why intervene? Where is Jack Ma now? In this episode, IGTV’s Jeremy Naylor caught up with independent cybersecurity specialist, Neira Jones. Any opinion, news, research, analysis, or other information does...

Duration:00:12:51

Q2 earnings season: How big, and is it a turning point?

7/9/2021
In this episode, Financial Orbit’s Chris Bailey speaks about the big sectors to watch, with markets pricing in some good numbers. The context is rising inflation, lower bond yields, Covid-19 and the record high equity markets. Does the second quarter have the potential to move things higher still? Any opinion, news, research, analysis, or other information does not constitute investment or trading advice. Follow us on Twitter, Instagram and YouTube

Duration:00:18:51

BMO Capital and Income Trust positioned for dividend growth

7/7/2021
With the London markets still fundamentally undervalued, IGTV’s Jeremy Naylor speaks to Julian Cane, manager of the UK-based BMO Capital and Income Trust, who explains his strategy. In this episode, the discussion moves around the opportunities presented for the fund in the context of inflation, easy monetary policy, recovery from the global pandemic and the need to continue paying dividends. Any opinion, news, research, analysis, or other information does not constitute investment or...

Duration:00:24:00

Investing in sustainable food

6/30/2021
Plant-based foods, precision farming, sustainable packaging and food safety are among the sub-sectors that contribute to the sustainable future of food as an investment theme. In this episode, Rahul Bhushan, co-founder at Rize ETF, explains why he’s excited about companies including Oatly, Beyond Meat, AppHarvest and Else Nutrition, which are part of the Rize Sustainable Future of Food UCITS ETF. Bhushan also talks about his strong belief in and passion for sustainability. Any opinion,...

Duration:00:13:56

Is US market volatility here to stay?

6/23/2021
In this episode Richard Champion, deputy CIO at Canaccord Genuity Wealth Management, discusses the recent bout of market volatility in US equities. He is optimistic on US stocks going into the second half of the year, but sees better opportunities in other regions. Amid the ongoing debate over inflation, Champion believes the recent rise in price levels is likely to be transitory rather than permanent. Sector-wise he is relatively optimistic on retail, but thinks tech is overvalued and sees...

Duration:00:12:03

Tokyo Olympics: stocks to watch

6/16/2021
With a unique set of circumstances there will be some big winners Out of Tokyo 2020, as the games are still known. There will be winners that may not otherwise have been able to capitalise on the event, and companies that may otherwise have done well, coming out of the games showing a loss. In this episode, IGTV’s Jeremy Naylor talks to Chris Bailey, founder of Financial Orbit, about the corporate winners and losers. Any opinion, news, research, analysis, or other information does not...

Duration:00:15:20

UK house prices: growth to continue, albeit at lower rate

6/9/2021
As the UK economy rebounds, there appears nothing in the way of a continuation of the rise in residential property prices, albeit at a lower rate than seen recently. That’s the view of Andrew Wishart, UK property economist at Capital Economics. He says a mix of higher economic growth rates, better employment prospects and the maintenance of the low interest rate environment should support the market for the rest of this year. This, notwithstanding the pressure on government to end the stamp...

Duration:00:13:45

Gold is in a bull market: Rick Rule

6/4/2021
In this episode, Rick Rule, President and CEO at Sprott US Holdings, chats to IGTV’s Victoria Scholar about the outlook for gold. Rule believes there could be some short-term volatility for precious metals, but long-term he is a believer in gold as a storage of value that is far superior to that of fiat currency, particularly when interest rates are low. He says gold should always be part of investors’ portfolios, even in periods of economic strength. Any opinion, news, research,...

Duration:00:16:24