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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

Demystifying China’s stock market

12/8/2021
Language apart, the China stock market has several layers of accessibility. IG’s Jeremy Naylor caught up with Kraneshares’ Brendan Ahern, a specialist in the China stock market, to find out what it all means. Whether it is A shares, B shares, or shares traded on the Hong Kong market, the ‘alphabet soup’ of classification may seem off-putting. But, as discussed, when you drill down there are opportunities that may appeal to any level of risk appetite. Any opinion, news, research,...

Duration:00:07:42

Gold faltering as an inflation hedge?

11/30/2021
Nitesh Shah, head of commodities at WisdomTree Europe, says in this cycle gold hasn't quite lived up to its reputation as an inflation hedge, as inflation heads towards 30-year highs in the US, while gold prices are not quite where we would expect them to be. Shah told IG’s Daniela Sabin Hathorn that according to the new models he’s produced, gold should be trading in excess of $2,000 per oz, with inflation at 6.2% in the US, but rather it’s around the $1,795 level. He says when looking...

Duration:00:19:40

What is driving the bull market in US stocks and how long will it run?

11/24/2021
With a number of supporting factors, there is every expectation that the bull run in US equities will continue for the foreseeable future. Dhaval Joshi from BCA Research tells IG there may be bumps in the road, but the rally remains intact - until there is a reversal. What causes that reversal is likely to be one of three factors. First is that we start to see extreme valuations calculated by multiplying the long bond yield by profits. The second is if the 30-year yield were to rise...

Duration:00:13:08

What will drive UK house prices in 2022?

11/17/2021
The UK property market has withstood the battering that was expected when we all went into lockdown in March 2020. Indeed, the ONS house price index for September 2021 confirmed an 11.8% rise in prices year-on-year. IGTV’s Jeremy Naylor explains in bringing this data up to date by using Rightmove’s index for November, while the month saw the biggest drop in prices since January 2021 - with a £2,000 slide to £342,400 - the market still looks resilient. He caught up with Jeremy Leaf, a...

Duration:00:12:31

AIM: opportunities arise as liquidity and M&A surge

11/10/2021
While the AIM market goes from strength to strength, with increased volume and raised expectations for mergers and acquisitions, does it come at a cost? IGTV’s Jeremy Naylor asks small-cap specialist Chris Boxall, portfolio manager at Fundamental Asset Management, if he mourns the passing of the original intentions of the AIM market (formerly called the Alternative Investment Market). He says that while the dynamic has moved on and stocks can surge in value, it can become more volatile and...

Duration:00:11:03

Is it time to de-risk your portfolio?

11/5/2021
With so many uncertainties around, globally, is it time to look at a strategy to look for a hedge against the exuberance of the main markets? In this episode, IGTV’s Jeremy Naylor talks to the founder and chief investment officer at ByteTree Asset Management, Charlie Morris about 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:00:17:02

Markets likely to keep steady as growth and inflation return to ‘normal’

10/27/2021
With a generation of new market participants, used to falling rates and rising markets, Rick Bensignor, founder of Bensignor Investment Strategies, says they will have to get used to ‘normality’ as markets return to higher levels of inflation. Bensignor does not see a rout in indices and expects the S&P 500 to trade around the current levels. To this end, any move lower would represent a buying opportunity. Any opinion, news, research, analysis, or other information does not constitute...

Duration:00:19:51

COP26: how difficult will it be to meet political targets?

10/20/2021
Despite best political efforts it’s almost certainly going to be difficult to meet aggressive climate change targets, according to Angelos Damaskos, CEO of Sector Investment Managers. He says it will be a mix of using existing energy resources and finding ways to increase output from renewables, but even then, the cost of building new renewable resources and encouraging people to switch to electric will be an uphill struggle. Any opinion, news, research, analysis, or other information does...

Duration:00:13:54

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