In this episode Michael Hewson and Michael Brown (the Chief Market Analyst from our podcast sponsors Pepperstone) talk about who should be on the list of the world’s best investors and traders as well as looking at whether the Microsoft share price is due a rally. They also look at S4 Capital (SFOR) and whether its due a rebound having seen a 95% decline in the share price.
They also look at this week’s news stories around UK inflation, JD Sports (JD), Walmart (WMT) and Nvidia (NVDA) results as well as looking ahead to next week and the latest Fed minutes, easyJet (EZJ) and B&Q owner Kingfisher (KGF) results.
Watch on Youtube
Listen on Spotify
Takeaways
- Warren Buffett’s longevity in investing is unmatched.
- Changpeng Zhao’s position on the wealthiest list is controversial.
- Bitcoin’s price surge is approaching significant milestones.
- Microsoft’s growth potential in the cloud market is promising.
- JD Sports is struggling with declining sales and market expectations.
- Consumer spending is tightening, affecting retail performance.
- Government policies are creating uncertainty for businesses.
- Core inflation remains a persistent issue in the UK economy.
- The retail sector is facing significant challenges ahead.
- Elon Musk’s entrepreneurial success warrants recognition among top investors.
- Walmart’s revenue growth significantly outperformed expectations.
- Target’s slashed guidance led to a market sell-off.
- Nvidia’s revenue growth is impressive but raises sustainability concerns.
- The AI arms race is intensifying competition for Nvidia.
- Economic indicators like GDP and inflation are crucial for market predictions.
- EasyJet’s performance is closely tied to consumer spending habits.
- Kingfisher’s success may hinge on its ability to adapt to market changes.
- Retailers must balance digital and in-store shopping experiences.
- Management’s expectations can greatly influence market reactions.
- Consumer demand for staples remains strong amidst economic uncertainty.
Michael Hewson has over 30 years of experience in the financial markets and brings a wealth of expertise and a passion for stock market analysis to the Good Money Guide podcast. As the former Chief Market Analyst at CMC Markets, Michael led a talented team of in-house analysts, providing daily insights, research, and market commentary to both retail and institutional investors and traders, as well as being regulatory featured on the mainstream financial media worldwide like the BBC and Bloomberg.
Michael is renowned for delivering award-winning forecasts and timely, accurate analysis and was nominated twice in the City AM Award category of “Analyst of the Year” in 2019, and 2021, receiving a high commendation in 2019 for the coverage of Uber and Lyft IPOs and predicting that the Fed would cut rates that year.
Michael is committed to empowering traders and investors. With prestigious MSTA and CFTe credentials, he has been honored by CityAM, the Professional Trader Awards, and FXWeek for his contributions to the industry. His extensive media experience, spanning TV, radio, online, and live events, has made him a respected educator, dedicated to helping audiences make confident, informed decisions.
You can contact Michael on michael@goodmoneyguide.com
