Claim OwnershipThe Investability Podcast
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The podcast formerly known as the Quality Shares podcast is back, and it’s trader versus investor as invest-ability.co.uk's John Hughman is joined by new co-host Michael Taylor of shiftingshares.com.
31 Episodes
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On this final Investability podcast John and Michael look back at the winners and losers of a difficult year on the markets, and assess what might be in store next year. Look out for our new format in the New Year, and in the meantime have a wonderful Christmas and New Year!
On this week's Investability podcast, John and Michael discuss the impact of the European energy crisis and surviving continuing tough markets, including:- The need for nuclear and prospects for Yellow Cake- Strategies for combining trading and investing- The danger of averaging down and scaling in- Why shorting Aim IPOs makes sense- The importance of having an information edge- The energy bill freeze impact on the consumer sector- Recession proof shares: fast food and cheap shoes If you like this podcast you can show us your support by buying us a beer.
John and Michael are back after their summer breaks to find markets on the up again. But how long can they continue to defy the worsening inflationary backdrop, which is already starting to showup in the form of profit warnings in consumer-facing sectors? Plus why it pays to ignore stock market rules of thumb, and why weak markets can be good news for patient investors. If you like this podcast you can show us your support by buying us a beer.
It's investor meets trader once again as John and Michael return for season 3 of the Investability Podcast.In the month they've been away markets have continued their not-so-merry dance with inflation, leaving investors in the lurch trying to work out which is the lesser of two evils: an aggressive Fed fighting inflation, or the recession its actions might exacerbate. Will central banks be forced to change course? Or is there more interest rate pain to come for investor?In this episode;- Is the market bottom in or is this a bear market rally?- Why growth is getting harder to find. - Is it better to be an optimist or a pessimist?- The danger of holding retail shares for the long term.- Why business model sustainability matters to investors.- Is it too late to buy into oil and gas? #FRAS #HOTC #ROO #FEVR #SQZ #KIST #JD. #MADE #SFOR #SOM #GAWIf you like this podcast you can show us your support by buying us a beer.
On this week's Investabilty Podcast John and Michael look back over 4 months of company Deep Dives to see how our calls have stood up to the current market conditions. Featuring AB Dynamics, ASOS, Boohoo, Dotdigital, Hollywood Bowl, Hostelworld, Jet2, Purplebricks, Segro, Shoe Zone, Somero, Sosandar, The Gym Group, THG, Tritax Big Box, Urban Logistics, Warehouse Reit, and Watches of Switzerland
On this week's Investability Podcast John and Michael are joined by special guest John Stepek, executive editor of Moneyweek and author of the Sceptical Investor. In this episode we discuss:- The impact of the cost of living crisis on financial markets- Why ESG investing needs a rethink- The prospects for technology investors- The hunt for safe havens and why crypto isn't one of them- The outlook for the housing market- The influence of psychology on investorsSponsored by SharePadSharePad is the UK's leading provider of investment software for private investors and traders.Disclaimer: This post contains affiliate links. If you make a purchase, I may receive a commission at no extra cost to you.
On this week's Investability Podcast John and Michael discuss the danger of stock market story telling, John looks back to his dot com crash experiences to weigh up the prospects for tech and crypto, and logistics Reits get the deep dive treatment. (Recorded 12/05/22)Sponsored by SharePadSharePad is the UK's leading provider of investment software for private investors and traders.Disclaimer: This post contains affiliate links. If you make a purchase, I may receive a commission at no extra cost to you.
In this episode John and Michael talk about whether The Gym Group's lean and low-cost approach can save it from the 'great cancellation' of subscription direct debits. Plus why supermarkets are losing their defensive lustre, and why there might be more to meme stocks than plunging share prices.(Recorded 25 April 2022)
On this week's podcast John and Michael head over to the US to talk about the divergent fortunes of Netflix and Tesla, question the investor rush into commodities, and deep dive into controversial technology company The Hut Group to explain why the shares have done so badly since coming to market.You can read John's views on why the FANGs are losing their bite here or subscribe to Michael's trading course at shiftingshares.co.uk Sponsored by SharePadSharePad is the UK's leading provider of investment software for private investors and traders.Disclaimer: This post contains affiliate links. If you make a purchase, I may receive a commission at no extra cost to you.
On this week's Investability Podcast John and Michael take a detailed look at ten pin bowling operator Hollywood Bowl, and explain why it might be the standout reopening play in the leisure sector alongside packaged holiday group Jet2. Sponsored by SharePadSharePad is the UK's leading provider of investment software for private investors and traders.Disclaimer: This post contains affiliate links. If you make a purchase, I may receive a commission at no extra cost to you.
John and Michael talk about Sir Martin Sorrell's latest mishap at S4 Capital, the risks and rewards of trading takeover rumours, why signs of economic pressure suggest the flip into travel shares might be premature, and explain why shares in digital marketing tools specialist dotDigital are likely to remain stuck in the doldrums. Sponsored by SharePadSharePad is the UK's leading provider of investment software for private investors and traders.Disclaimer: This post contains affiliate links. If you make a purchase, I may receive a commission at no extra cost to you.
John and Michael talk about trading drug discovery shares, why Next is the canary in the retail coal mine, and deep dive into car testing specialist AB Dynamics. Sponsored by SharePadSharePad is the UK's leading provider of investment software for private investors and traders.Disclaimer: This post contains affiliate links. If you make a purchase, I may receive a commission at no extra cost to you.
John and Michael explain why investors and traders should always be on the lookout for asymmetric opportunities, review the best and worst of Aim and the Nasdaq over the past year, and ask if unfashionable but well-run Shoe Zone can maintain its recent strong performance.Sponsored by SharePadSharePad is the UK's leading provider of investment software for private investors and traders.Disclaimer: This post contains affiliate links. If you make a purchase, I may receive a commission at no extra cost to you.
John and Michael explain why they think there could be much more pain in store for markets, and turn their attention towards struggling online estate agency Purplebricks for this week's deep dive...is there any hope of a long-awaited recovery? Sponsored by SharePadSharePad is the UK's leading provider of investment software for private investors and traders.Disclaimer: This post contains affiliate links. If you make a purchase, I may receive a commission at no extra cost to you.
On this week's Investability podcast Michael tells John about the key trading lessons that have helped him manage the mounting market fears over Ukraine, plus a deep dive into posh watch retailer Watches of Switzerland...do its shares offer better value than its merchandize?
John and Michael try to make sense of what the fast-moving situation in Ukraine means for traders and investors. Plus a look at struggling Hargreaves Lansdown and some odd goings-on on the junior market.
This week John and Michael deep dive into concrete screeding specialist Somero, plus views on the latest updates from Unilever and PZ Cussons, the odd goings on at The Hut Group, and the ructions in energy markets.
The podcast formerly known as the Quality Shares podcast is back, with John Hughman joined by new co-host Michael Taylor of shiftingshares.com.On this week's episode, John and Michael take a deep dive into the world of fast fashion, as well as looking at trading news from PayPal, Joules, Diageo and Fever Tree.
The podcast formerly known as the Quality Shares podcast is back, with John Hughman joined by new co-host Michael Taylor of shiftingshares.com.On this week's episode, John asks Michael about the trading techniques helping him through volatile markets, and the thinking behind his current positions, including uranium investor Yellow Cake.
Phil and John dig into stock market history to assess the state of the markets on this week's Quality Shares Podcast, and ask if high valuations in quality companies are signalling trouble ahead, and whether London's unloved blue chips are looking too cheap. Plus views on recent profit warnings from Avon Rubber and Frontier Developments. #AVON #FDEV #BT #ITV #ABF #BA #MKS #RMG
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