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  • Cheap Chips, Costly Oil & Hawkish Fed

    Cheap Chips, Costly Oil & Hawkish Fed
    2026/07/13
    Welcome back to A Matter of Interest.


    This week, we take a close look at the renewed tensions in the Middle East, the reasons why retail fuel prices remain stubbornly high, and how this stalemate is complicating central banks’ fight against inflation.

    We also turn our attention to an unexpected paradox in the tech sector, amid the boom in artificial intelligence infrastructure: why Korean tech stocks are trading at their lowest levels since the aftermath of the financial crisis despite triple-digit earnings growth.

    We then head to the United States to analyse the latest macroeconomic data and the Federal Reserve’s FOMC minutes, exploring the shifting dynamics of the labor market and how persistent inflation is forcing policymakers to rethink the path of future rate cuts. Tune in to find out.

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    27 分
  • Bulls, Bears & British Politics

    Bulls, Bears & British Politics
    2026/06/30
    Welcome back to the second episode of A Matter of Interest.

    This week, we navigate the noise of the stock market seeking signals that matter. We’ll explore stock market trends by breaking down IPO promises and expectations, looking closely at Micron and the strong demand driving the tech and semiconductor sectors.

    Then, we shift our focus to a major turning point in the UK: the resignation of Prime Minister Keir Starmer and the upcoming leadership of Andy Burnham. We try to answer the big questions: can he fix public services? How will he handle fiscal rules while managing public dissatisfaction? And with inflation finally under control, does he have what it takes to boost the country’s prosperity? Tune in to find out.

    Become a supporter of this podcast: https://www.spreaker.com/podcast/a-matter-of-interest--7083249/support.

    Thanks for listening! This episode was powered by Moneyfarm, your digital wealth manager. If you enjoyed it, please subscribe and consider leaving us a review.

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    Got questions? Email us at hello@moneyfarm.com
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    28 分
  • SpaceX IPO and the Global Macro Sanity Check

    SpaceX IPO and the Global Macro Sanity Check
    2026/06/16
    Welcome to the very first episode of A Matter of Interest.



    We’re kicking things off by analysing the biggest market event of 2026: SpaceX IPO. Moving beyond the hype, what do the numbers really tell us, and what are the potential ripple effects on markets?


    More broadly, we dive into a much-needed macro "sanity check". From the US economy to the domino effect hitting the UK and Eurozone, we break down exactly what lies ahead and what you should actually watch out for when it comes to geopolitics, inflation, and shifting investor expectations.


    Become a supporter of this podcast: https://www.spreaker.com/podcast/a-matter-of-interest--7083249/support.

    Thanks for listening! This episode was powered by Moneyfarm, your digital wealth manager. If you enjoyed it, please subscribe and consider leaving us a review.

    Start investing at moneyfarm.com/uk
    Follow us on Instagram @moneyfarmuk and LinkedIn @moneyfarm
    Got questions? Email us at hello@moneyfarm.com
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    26 分