Episode 09: Markets in May and What Comes Next - with Dylan Ilett and Jeremy Okornoe
Description
Markets moved, headlines hit hard, and May delivered more twists than a Netflix drama… 📉📈
Welcome to the NINTH episode of The Smart Money Show! This week, our Head of Equities, Dylan Ilett, and Head of Crypto, Jeremy Okornoe, break down all the major market-moving headlines from May.
From fresh UK and US economic data to shifting central bank expectations, we’ll cover what the numbers are telling us, and how markets are reacting. We also dig into the latest Trump drama, including rumours of a Saudi oil deal and his ongoing feud with Fed Chair, Jerome Powell.
On the equities side, our experts dissect NVIDIA’s blowout earnings, explore what’s really behind the latest wave of Tesla headlines and question whether investor sentiment is starting to shift on Elon’s empire. 🤔
We’ll also unpack the UK’s latest crypto legislation, what it means for institutions and the wider market, before wrapping up with a lightning round on May’s biggest crypto headlines, key technical levels, and how we’re thinking about Q3 positioning.
Whether you’re into macro, equities, or crypto, this one’s a full-spectrum recap with sharp insights and clear takeaways. Make sure not to miss it! 🔑
Guest Contacts:
https://www.linkedin.com/in/jeremy-okornoe-1aa902263/ + @JezzaBTC
https://www.linkedin.com/in/dylan-ilett/
Check out our work and connect with us here:
https://linktr.ee/thesmartmoneyshow
As always, stay tuned to us weekly as we bring you unheard insights, professional guests and a few laughs! 💚
Chapters:
0:00 - Welcome 🎙️
1:00 - Episode Overview 📊
3:17 - UK Economic Data & Political Climate 🇬🇧
7:47 - US Economic Data & Market Uncertainty 🇺🇸
14:45 - The Trump Saudi Deal & Tech Sector Impact 🇸🇦
19:59 - Trump vs. Powell: Dynamics & Future Scenarios ⚖️
26:54 - Tariff Turmoil: Global Impacts & US Court Ruling 🌍
34:45 - Nvidia's Earnings Boom & Tech Market Reaction 💻
38:48 - UK's New Crypto Legislation: Bitcoin Reserve? ₿
42:40 - Tesla's Recent Troubles & Elon's Outlook 🚗
53:53 - Other Crypto News: Institutional FOMO & Altcoins 💎
59:12 - Outro 🎬
Please be advised, none of our episodes constitute as financial advice and we will never attempt to do so