What the Budget and Trump’s win means for investors: Lee and the IC
1Description
Lord Lee and Alex reunite just a day after the US election result and a week on from the Autumn Budget. In the episode, the pair unpack how the latter will affect UK private investors and the economy at large, and Lord Lee gives his opinion on the effectiveness of the changes announced by chancellor Rachel Reeves.
Also, listen to find out the changes to Lord Lee’s portfolio and his take on Trump’s presidential win.
Timestamps
1:18 Why the Budget is pleasing for private investors
3:42 Lord Lee’s view of Labour’s tone
7:19 Nichols and FW Thorpe sales
10:03 Will Budget changes mean a change in tactic?
11:14 Inheritance tax
13:05 Niche markets
15:40 Impact on family businesses property relief and farms
18:32 What should Labour aim for
21:25 How Lord Lee's portfolio has been recently
25:14 Trump’s reelection
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