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Talking Markets

Talking Markets
Author: Capital.com
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Talking Markets is a podcast from Capital.com that discusses the most interesting developments in the financial world.
CFD trading involves a high level of risk. 83.51% of retail investors lose money.
42 Episodes
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In this packed episode of Talking Markets, Michael Wilson, David Buik, and Ian King break down the latest market turmoil, the resurgence of bank stocks, the meteoric rise in gold, AI-driven job fears, and the looming global debt crisis. With expert insight and sharp analysis, this is a must-watch for investors and anyone tracking the economy. From interest rates to IPO markets—we cover it all. Stay tuned for key takeaways and market-moving insights.CFD trading involves a high level of risk. 82.78% of retail investors lose money.
In this episode of Talking Markets, Dr. George Cooper, CIO of Equitile Investments, delivers a riveting breakdown of today's most pressing macroeconomic challenges. From stealth bombers on Twitter and tariff wars to AI hype cycles, the crumbling pension system, and demographic decline—no topic is off limits. With decades of experience in finance, Cooper offers rare clarity on what’s next for global markets. This is a must-watch for serious investors and curious minds alike.CFD trading involves a high level of risk. 85.24% of retail investors lose money.
In this episode of Talking Markets, veteran city commentators David Buik and Michael Wilson sit down with Sir Martin Sorrell to discuss the tectonic shifts in global economic power. From China’s rise and AI implementation to the threat of EV disruption and corporate hesitation in uncertain times, this conversation is packed with insight. Sir Martin reveals how businesses must adapt to survive. Don’t miss this essential view on the future of markets, technology, and geopolitics.CFD trading involves a high level of risk. 85.24% of retail investors lose money.
In this insightful conversation with Humphrey Percy, we explore the evolving role of the US dollar as the world’s reserve currency amidst growing global uncertainties. From historical financial crises to modern geopolitical moves, the discussion highlights why the euro may gain traction, how oil and gold factor into monetary dynamics, and whether central banks are prepared for the shifts ahead. A must-watch for those interested in macroeconomics, forex, and the future of global finance.CFD trading involves a high level of risk. 85.24% of retail investors lose money.
In this episode of Talking Markets, Michael Wilson and David Buik are joined by Simon Nixon of Wealth of Nations (https://nixons.substack.com/) to unpack the economic impact of Trump-era tariffs, market volatility, and the evolving U.S.–China trade landscape. The trio dives into Fed independence, inflation risks, global investment flows, and the political theater behind economic policy. Plus, hear Nixon’s take on Bitcoin’s role in a shifting financial world. A must-watch for serious investors and policy watchers alike.CFD trading involves a high level of risk. 85.24% of retail investors lose money.
In this episode of Talking Markets, veteran broadcaster Michael Wilson and financial expert David Buik are joined by Lord Michael Spencer—one of the most influential figures in the City of London. Together, they dissect the impact of Trump’s unpredictable tariff strategy, the global market instability it’s triggering, and why traditional investment playbooks are breaking down.From recession fears to the gold rally and questions over the Fed's independence, this conversation delivers sharp insights into a world of self-inflicted economic turbulence. Discover where investors might turn next—and what the future holds for global markets.CFD trading involves a high level of risk. 85.24% of retail investors lose money.
In this episode of Talking Markets, Lord Jim O’Neill shares his insights on financial markets, global economic shifts, and political leadership. He discusses the surprising optimism surrounding market performance, the impact of Trump’s policies, and the potential consequences of dismantling the postwar economic system.O’Neill reflects on the challenges of globalization, questioning whether certain economic remedies may ultimately harm those they aim to help. He also delves into investment strategies, emphasizing the importance of leadership, adaptability, and long-term vision in successful businesses. From startups to major asset management trends, he explores the delicate balance between risk and innovation in today’s economy.CFD trading involves a high level of risk. 85.24% of retail investors lose money.
In this episode of Talking Markets, we dive into the high-turnover investment strategy that sets Nutshell Asset Management apart. Our guest Mark Ellis, a seasoned trader and fund manager, explains how an active, data-driven approach helps them maximize returns while staying nimble in global markets.Learn how Nutshell's trading decisions add value, why turnover isn’t always a bad thing, and how they leverage closing auctions for optimal pricing. Whether you're an investor or just curious about modern fund management, this discussion provides unique insights into a fast-paced, dynamic approach to the markets.CFD trading involves a high level of risk. 82.12% of retail investors lose money.
Volatility is shaking up the markets, but is it really anything new? Economist and Blonde Money CEO Helen Thomas joins Talking Markets to break down the biggest financial and political trends shaping the investment landscape. From Trump’s bold economic moves to Musk’s impact on Tesla and the AI boom, we dive deep into what investors need to know. Plus, we discuss global defense spending, shifting market dynamics, and whether the "Magnificent 7" stocks are losing their shine.CFD trading involves a high level of risk. 82.12% of retail investors lose money.
In this episode, we dive into the state of the markets, global economic uncertainty, and key investment strategies for volatile times. We discuss Trump’s impact on the economy, China’s aggressive market expansion, and why some investors are seeing opportunities despite the chaos. Are these the moments to buy back in? Tune in to find out!CFD trading involves a high level of risk. 82.12% of retail investors lose money.
For today's episode of Talking Markets we welcome back Charles Newsom, Investment Director of Rahtbones.Speaking with host David Buik they discuss the poker game of tariffs that Donald Trump is playing, Elon Musk's role in government, as well as the impact of AI on the stock market. They also go over the performance of the banking sector and discuss the prospects of healthcare, energy and the FTSE.CFD trading involves a high level of risk. 82.12% of retail investors lose money
In this episode of Talking Markets we speak with Paul Kavanagh, Director of wealth and investment management company Patronus Partners.Together with hosts David Buik and Michael Wilson they discuss the impact of Trump's presidency on tariffs and inflation, rising UK debt and the prospects of the magnificent 7 stocks.AI is also one of the key themes, with the technology's potential to accelerate development in healthcare and DeepSeek upending the U.S. leaders analysed.CFD trading involves a high level of risk. 82.12% of retail investors lose money.
In the first Talking Markets episode for 2025 hosts Michael Wilson and David Buik speak with Russ Mould, Investment Director at prominent UK stockbroker and fund manager AJ Bell. Russ is a distinguished and respected broadcaster and brings a wealth of experience in financial markets.We discuss 2024 and the substantial number of rate cuts that proved to be one of the driving forces on the markets and the exponential growth of national debt. We also cover the Magnificent Seven stocks, the imbalance they appear to be creating, as well as the prospects of retail and AI stocks, as well as China and India.CFD trading involves a high level of risk. 82.67% of retail investors lose money.
The final episode of Talking Markets for 2024 sees hosts David Buik and Michael Wilson speak with our very own Daniela Hathorn about the important events in markets this year, as well as looking ahead to 2025. They go over the expected impact of a Trump presidency on the markets, tariffs and the global economy, as well as some of the most traded assets on the Capital.com platform like gold, Tesla and nVidia.Daniela specialises in macroeconomic and fundamental analysis and holds a CFA Level 1 qualification. She has a BSc in International Business from Kingston Business School, UK.CFD trading involves a high level of risk. 82.67% of retail investors lose money.
In today’s episode of Talking Markets, hosts David Buik and Helen Thomas welcome back entrepreneur and philanthropist, Lord Michael Spencer of Alresford to talk about the state of the US stock market, tariffs under president-elect Trump and his opinion on Labour’s budget.CFD trading involves a high level of risk. 80.84% of retail investors lose money.
In today's episode of Talking Markets we welcome Sir Martin Sorrel, CEO of S4 Capital. We talk about his company's recent stock market performance, as well as the prospects of Big Tech amid heavy investments in AI.He also discusses the bigger picture following the re-election of Donald Trump for president of the US, the likelihood of tariffs for the UK and EU, as well as China's investments in South America and other developing economies.CFD trading involves a high level of risk. 80.84% of retail investors lose money.
Talking Markets welcomes back Gerald Ashley, a sought-after speaker, advisor, broadcaster and writer on change, risk and decision making. In today's episode he talk with hosts Michael Wilson and David Buik about innovation in Europe and the U.S., China's progress and whether the UK is open for business.CFD trading involves a high level of risk. 83.51% of retail investors lose money.
Today's Talking Markets guest is Justin King CBE, former CEO of Sainsbury plc. He has been a leader in customer-facing businesses for over three decades and has held senior positions in companies like Asda, M&S, PepsiCo and Mars.He is currently Chair of Allwyn Entertainment and Dexter's since 2022, Non-Executive Chairman of Itsu Grocery since 2023, Non-Executive Director of M&S and Itim Group, as well as a number of other senior adviser roles. He is credited with turning Sainsbury's around in the early 2000s, delivering shareholder returns of over 85% while tripling profits.Speaking with hosts Michael Wilson and David Buik, he discusses the political and investment landscape in the UK, as well as his experience in executive positions.CFD trading involves a high level of risk. 83.51% of retail investors lose money.
Today's episode of Talking Markets welcomes Dr. Lucy Walton, CEO of Connected Impact. She is the co-inventor of the Connected Impact methodologies, which use patent pending AI approaches to track and compare company performance against 100,000 data points from selected competitors and peers.Speaking with host Michael Edwards and David Buik, they discuss the exact role AI will play in the years to come, the role humans will always play and how regulators are trying to keep pace.CFD trading involves a high level of risk. 83.51% of retail investors lose money.
This week's guest on Talking Markets is investor and trader Bryan Coyne. He has decades of experience and is well versed in all equities US, Japan, China, UK, Europe and all the BRICS. He is currently a director of Kesai Holding - a digital crypto fund manager.Speaking to hosts David Buik and Michael Wilson he talks about the upcoming elections in the US, investing cryptocurrencies and the importance of doing your own research.CFD trading involves a high level of risk. 83.51% of retail investors lose money.