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The guys get excited about Tesla's new 'flying' roadster ahead of the electric carmaker's results next week. They also look ahead to numbers from Barclays, Dominos, Meta, Netflix and Persimmon.

It's been a busy few days for funds and trusts with results from JPMorgan UK Smaller Companies Growth & Income, or JUGI for short. Manager Katen Patel comes on the podcast on Monday to talk about the trust's recent performance, so make a note in the diary.

Seraphim Space also posted FY results, with NAV doubling and as James points out broader outperformance across the portfolio.

Finally, the guys discuss Nutshell Growth Fund, a quality growth vehicle with a differentiated approach which has seen it rack up top quartile performance in almost 90% of quarters since its inception.

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The team start this week's episode with results from UK IT resellers Bytes Technology and SoftCat plus Dutch chip equipment making giant ASML and ask are tech valuations now a headwind.

James runs through the latest updates from consumer firms Angling Direct, Marstons, Whitebread and Vertu, which like its peer Motorpoint is 'pedal to the metal' in terms of sales.

After solid results from Bellway and a return to positive net fee income growth at Michael Page and Robert Walters, the discussion turns to whether or not the low is in for the housebuilders and recruiters, or whether the jury is still out.

Finally there's a quick look ahead to updates from Seraphim Space Investment Trust, payments group Wise and consultancy group XPS Pensions.

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The team gets to grips with this week's results from Imperial Brands, Motorpoint and Tesco. There's also a shiny new IPO in the form of Airtel Money and updates from JPMorgan Global Growth & Income and Seraphim Space in the investment trust sector.

Steve outlines his trust picks to play the AI investment boom, as well as five stocks recommended by former Wedbush tech analyst Dan Ives.

Finally there's a look ahead to the start of the US bank reporting season, which kicks off on Tuesday with Citigroup, Goldman Sachs and JPMorgan Chase, and a preview of what to expect from Angling Direct, BP, Bytes Technology, Dunelm, Rio Tinto, SoftCat and Vertu.

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The team is back to full strength and discussing why US markets are at all-time highs. The answer is above-average earnings growth rather than multiple expansion, as Steve explains.

James runs through investment trust news, after Fidelity Emerging Markets doubled its investors' money and two US small-cap trusts agreed to merge. He also recaps the team's call this week with Olivia Markham, co-manager of BlackRock World Mining Trust.

Ian flags the six best stocks to meet Europe's climate change challenge, including ventilation group Volution which is due to update the market on Thursday. He also reveals the best-performing US stock of the last five years, up 2,200%, and it's not a tech company.

Finally, there's a reminder of tonight's free webinar featuring the managers of JPMorgan European Discovery Trust and EFJ Investments, and of next month's Wealth & Retirement with a special discount code for podcast listeners.

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With Steve sojourning in the south of Ireland, James and Ian discuss the performance of the FTSE 100 and FTSE 250 year-to-date.

They also recap results this side of the pond from Filtronic, IG Group, Plus500, Topps Tiles, JD Wetherspoon and Youngs, plus the latest news from US blue chips Micron and NIKE.

James gives listeners an insight into the team's chat with Ailsa Craig and Marek Poszepcynski of International Biotech Trust, along with some of the key takeaways for investors looking at the healthcare sector.

The duo wrap up with a preview of next week's results from Constellation Brands, PepsiCo and Tesco, plus a film recommendation for the weekend.

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The guys walk through the latest updates from consumer stocks Card Factory, Greggs and Likewise, as well as forecast-beating numbers and raised guidance from cruise firms Carnival and Saga.

In M&A news, Liontrust's deal to buy Hawksmoor meets with a resounding thumbs up from the market while Vesuvius's silence over its year-long pursuit by RHI Magnesita raises plenty of questions.

Steve also talks through the coming $2 trillion IPO by AI leader Anthropic and what it might mean for other firms trying to list.

Looking ahead, there are results from US chipmaker Micron tonight and global sportswear brand NIKE tomorrow, plus updates from PZ Cussons, JD Wetherspoon and Tribal Group, currently embroiled in a takeover battle between its major shareholders.

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The guys recap this week's results from Halma, OnTheBeach and Raspberry Pi, plus the bid for Ashtead Technology, the latest UK mid-cap to be stalked by private equity.

Steve asks whether Apple's near-$5 trillion valuation is sustainable and flags his special report on how to buy AI stocks, which is for everyone from beginners to more experienced investors.

Finally, there a look ahead to earnings next week from sandwich-maker Greggs, over-50s travel and insurance group Saga and pub group JD Wetherspoon, as well as US chipmaker Micron, whose shares have been on fire this year.

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Bloomberg Intelligence's Grace Osborne takes time out from New York Climate Week to talk about her new research into the challenges facing Europe as it races to adapt to the 'new normal'.

As well as the economic damage caused by extreme weather, "Europe’s Climate Resilience Challenge: The 2026 – 2035 Outlook” looks at the structural and financial implications for European governments and companies.

Grace also reveals which companies and sectors she thinks will be the winners and losers as the continent - and the UK - speeds up its spending to adapt.

And with a 'super El Niño' expected to reach our shores by early next year, Grace lays out the importance of tackling the climate issue now rather than risk leaving it too late.