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"None of those people have ever bought and sold a gilt in their lives." The team's blunt take on why the Chancellor's advisors need traders in the room, not just people with the best university degrees. Do you agree experience beats credentials here? Full episode: youtu.be/rbpcnehu9UE
RT IG: The Fed hiked rates again last night, Rich and Piers debate whether it was enough. Plus Qualcomm as a potential stock of 2027, M…
RT IG: Oil sliding to $97, and Rich and Piers can't agree on what's next. Rich says says new highs by this time next week. Only 20 to…
RT IG: If you treat inflation as transitory, it becomes permanent. If you treat it as permanent, it'll probably be transitory. The Art…
RT IG: Apple, Samsung and Chinese chipmakers all hate paying Qualcomm's licensing fees. A decade of trying, and nobody's cracked the Sn…
"Gilts are looking cheap" usually just means yesterday's price was higher. The team explains what would actually need to happen, a surprise half point hike from the Bank of England, for 6% to become a genuine buy signal. Full episode: youtu.be/rbpcnehu9UE https://t.co/lw4wHKcvRP
Rich and Piers say the Mag Seven, not a specific sector, might lead the next leg up, especially since slowing AI talk actually helps their CapEx spending. Do you agree? Full episode: youtu.be/RaRL-DCDzgU https://t.co/dKVm5RB9fp
RT IG: Apple, Samsung and Chinese chipmakers all hate paying Qualcomm's licensing fees. A decade of trying, and nobody's cracked the Sn…
RT IG: If you treat inflation as transitory, it becomes permanent. If you treat it as permanent, it'll probably be transitory. The Art…
RT IG: Oil sliding to $97, and Rich and Piers can't agree on what's next. Rich says says new highs by this time next week. Only 20 to…
RT IG: The Fed hiked rates again last night, Rich and Piers debate whether it was enough. Plus Qualcomm as a potential stock of 2027, M…
Data center opposition "will not be allowed" to get in the way of AI, or so the argument goes, because the alternative is a CapEx hit that could shake the US stock market and economy. The stakes are that high, apparently. Do you buy it? Full episode: youtu.be/Ch2sQDwmeEY https://t.co/twy7i7HN9y
RT IG: Everyone blames inflation for rising bond yields. The Art of Investing team thinks it's actually a shortage of capital, and that…
RT IG: Trump's pledged $5,000 to every American adult if Republicans hold Congress, a promise that could cost $1.2 trillion on top of $…
RT IG: Stock market up 40% at its highest in 7 months, everyone's pension riding on it, and central banks ready to step in if it wobble…
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