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Tax hikes, M&S fights back, and why the robots are coming

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Manage episode 518151489 series 2458236
Content provided by AJ Bell. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by AJ Bell or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

On this episode of the AJ Bell Money & Markets podcast, Dan Coatsworth and Danni Hewson discuss the Chancellor’s unusual pre-Budget speech. They assess how markets reacted to hints, but not confirmation, that taxes could rise. [1:50] The pair also discuss which taxes could go up and what that might mean for your pocket. [9:35]

How much sparkle did Marks & Spencer lose from this year’ cyberattack? Find out as Danni and Dan unpick its latest results [12:45].

Dan considers why high street retailer Primark might finally be spun out from its parent company. [17:45] He also explains why companies split and talks through some key examples of the past 20 years. [21:25]

Danni considers Kimberly Clark’s bid for under-fire Tylenol maker Kenvue, the consumer goods company spun out from Johnson & Johnson just a few years ago. [25:06]

Plus, Michael Burry, the trader who inspired the film The Big Short is betting on an AI bubble [29:10]. We also take a different look at big tech – not AI but robotics – with Dan chatting to Simon Edelsten, manager of the Goshawk Global fund, about factory automation and why it’s hot news again. [32:55]

  continue reading

360 episodes

Artwork
iconShare
 
Manage episode 518151489 series 2458236
Content provided by AJ Bell. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by AJ Bell or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

On this episode of the AJ Bell Money & Markets podcast, Dan Coatsworth and Danni Hewson discuss the Chancellor’s unusual pre-Budget speech. They assess how markets reacted to hints, but not confirmation, that taxes could rise. [1:50] The pair also discuss which taxes could go up and what that might mean for your pocket. [9:35]

How much sparkle did Marks & Spencer lose from this year’ cyberattack? Find out as Danni and Dan unpick its latest results [12:45].

Dan considers why high street retailer Primark might finally be spun out from its parent company. [17:45] He also explains why companies split and talks through some key examples of the past 20 years. [21:25]

Danni considers Kimberly Clark’s bid for under-fire Tylenol maker Kenvue, the consumer goods company spun out from Johnson & Johnson just a few years ago. [25:06]

Plus, Michael Burry, the trader who inspired the film The Big Short is betting on an AI bubble [29:10]. We also take a different look at big tech – not AI but robotics – with Dan chatting to Simon Edelsten, manager of the Goshawk Global fund, about factory automation and why it’s hot news again. [32:55]

  continue reading

360 episodes

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