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Their yen bet has gone nowhere. Index-linked bonds are crawling along the bottom, having fallen since 2022. Investment trust discounts are not - yet - returning to par. The CGT share price has done nothing for several years. So here’s the question: When does the management admit that their bets are not paying off - or will they continue to believe in what is not working?

Thanks for the continuous update! I am super excited about how my stock investment is going so far, making over $47,000 weekly is an amazing gain!!!

easyJet has it got the potential to get to be a 7bill company?

This is a very good interview. I thought the interviewer's questions were focused and yielded clear answers to questions. I also feel quite bullish about UK shares. Thank you for an interesting and informative podcast.

Crashie Woods 🤣

I can’t imagine Labour is going to be constructive towards the UK stock market - their first move will be to raise as much tax as they can for their pet projects. And if Angela Rayner has her way, the wealthier will be squeezed until their pips squeak. 🧐

👍

Buybucks, except in really extreme situations, are mostly wastes of money. Those companies talking buybacks as a cliche don't know what they're up to, and mostly start buyback their shares at the peak price and stop buying at the bottom.

Tax evasion is illegal. Tax avoidance is legal: sensible tax planning, using an ISA for example.

Yes, she is special at destroying massive amounts of shareholder wealth, while greatly enriching herself. An evil marketing genius.

Gotta say, this was absolutely fascinating, thank you ❤

Nice en point chair of the review this week. Nice to get facts addressed, rather than boys jokes. Very interesting article in Economist from an interview of one of the board directors from Open AI who sacked Sam A. It has taken a long time for this to come out but in short he was lying to the board. Now another two members with oversight have resigned. So Open AI have set up their own non independent committee to oversee the new launches, headed by Sam A. The worrying thing about non arts based AI is that they do not know how these LLM models actually work. They just keep feeding the beast. So the beast reports the rubbish it has digested, like in response to "How many rocks should i eat for a healthy diet , one small one" no of us presidents wrong, use glue to stick cheese covering to pizza etc etc So given the lack of (current) oversight of LLM the best way for LLMs to be more accurate is to feed them better quality food. In this case there is a good reason on both sides to pay good sums / fees for quality content. On the down side , the use of copyrighted material will result in more news media going behind paywalls to protect themselves. The Pets at Home article was rather light. Having to be nudged re the expansion of the CMA investigation to the whole pets market is very significant. I would not bet on it being insignificant, tell that to CVS shareholders. I vote keep Mark as chair ....

Ticker n91 what do u guys think 🤔

On the topic, the whole conversation is so diversed that it looses the value...one has to hunt the uninspiring monologue, for finding utility of time spent as a learner. Could have used a presentation, i feel

His advice regarding active v. passive, ie index funds is a triumph of hope over experience. He admits(quoting Buffet) that finding a good active manager is simple but not easy. But he implores us to find one! Even Buffet suggests the average investor is better in an index fund. Napier comes off as foolish in this interview.

Heads up to all, Vertical aerospace stock ✅ Flying electric car being demonstrated in July 2024 this summer get it now the bottom is in

alpesh someone is scamming you instagram dubbing over your videos

Fascinating insights

stop naming names ~ its nepotism

N91 has good dividend and CEO buying shares ❤

I am a simple chap but I don’t think this man is thinking very clearly, he seems to suggest that there is a great advantage to some countries to come from China no longer being the provider of cheap overseas production to the west. Ok very simple logic there. But then he starts rambling on about different countries debts, you’re not investing in the country you investing in firms in the country remember? He is also a lawyer I believe? In my opinion the best background for this field is probably an economic historian. He also doesn’t like index funds but fails to properly explain why. Apart from that it’s really quite interesting.

Excellent insights. Thanks Russell, even if I am a year behind in listening. So relevant to the average retail investor trying to see beyond the common misdirection of narrative spinners.

Very informative. Good interview.

My biggest holding is jdw second is bitcoin then easyJet 😮can't wait for the boom

Always good stuff from Joe. Thanks.

I would like an EV but can't afford a new one but my major concern buying a 2nd hand one is if the battery goes that is likely to be a major replacement cost as a percentage of the car's value which would have been worn down.

Is weatherspoons the best British plc and is under priced 😘 It's better then Gregg's I think and that's over priced 😢

It is unbelievabe that he only has UK shares. That is the first leason they should discuss in schools - to diversify!!

The shares for schools ideas is fantastic. Plus we should have personal finance as a core (but non-assessed) subject in schools. Most kids would love it as long as lessons were well planned, because it's something with obvious and direct influence on their lives.

The Tories need to win the next election for a British ISA to come into existence. It's not going to happen.

"PromoSM"

Insightful questions Dan. You had obviously done your reasearch before the interview.

Extremely thought provoking. Excellent podcast

Very interesting, thank you ❤

Very interesting and frank interview. One of the best in this series. Definitely worth a listen.

Kudos to IC for presenting this very interesting and timely discussion. Opened my eyes. Thank you ❤

The boards should be forced to pay out dividends. Buffett's hypocrisy on this isn't called out enough - smaller investors live on dividends, they can't wait five years to sell at opportune times. Meanwhile Buffett gets MONTHLY checks from his controlled businesses - real Houdini PR he pulled off there. Good guests, keep it up.

A lot of time CEO feel like they need to pay out even in a lot of dept they are in

Interesting. Like the contracting joke.

the amount of ads a bit excessive on this

Very interesting interview.

Would be better if you turned in video adverts off. Fair enough you want some ad revenue but it is very distracting. Stopping halfway through and going to Spotify.

Good stuff - enjoy it.

This guy sounds like a con job. Underperformed, paid a high salary and speaks in a posh con voice

May God save us all

My shares are first time up in 3 years I'm rich 🎉

Lee is a legend ❤