Need to Know - April 28, 2023

Need to Know - April 28, 2023

Author: Coutts April 28, 2023 Duration: 28:35

Crypto special! Sarah Muir, Alan Higgins and James Butterfill discuss the pros and cons of cryptocurrencies.


The financial landscape shifts constantly, and Need to Know Investment Podcast from Coutts cuts through the noise with clarity. This isn't about speculative predictions or generic advice. Instead, it offers a grounded, weekly conversation directly with the senior strategists and portfolio managers from Coutts Asset Management who are actively navigating these markets. You'll hear their unfiltered analysis on the economic data, geopolitical events, and market movements that actually matter right now. The discussion focuses on translating complex developments into practical implications for the week ahead, providing context that helps you understand the 'why' behind the headlines. It’s a direct line to the thinking of seasoned investment professionals, designed to give you a more informed perspective whether you're managing significant assets or simply aiming to be a smarter investor. Tune in each week for this concise, authoritative take that prioritizes substance and insight, making this podcast a valuable tool for anyone looking to deepen their financial understanding in a world full of information overload.
Author: Language: English Episodes: 98

Need to Know Investment Podcast
Podcast Episodes
Need to Know - August 30, 2023 [not-audio_url] [/not-audio_url]

Duration: 28:04
This week the latest on the Magnificent 7 and why earnings are ‘ the truth’. Is an increase in put options a bearish indicator for markets and with an increase in availability of lab-grown gems, are natural diamonds a go…
Need to Know - August 22, 2023 [not-audio_url] [/not-audio_url]

Duration: 31:04
With Michael Burry’s latest big short of the US market hitting the headlines, we look at how shorting the market actually works. Plus ahead of this week’s BRICS conference, thoughts on China.
Need to Know - August 15, 2023 [not-audio_url] [/not-audio_url]

Duration: 30:04
Sarah Muir and Alan Higgins discuss the outlook for UK inflation and why we need to start focusing on the month-on-month number. Plus the case for share buybacks, a luxury alternative to equities and top business tips fr…
Need to Know - August 8, 2023 [not-audio_url] [/not-audio_url]

Duration: 32:41
Sarah Muir and Alan Higgins consider the Fitch downgrade of US sovereign debt and why they might have a point. The US market and why the mood is turning bullish. Plus Jane Birkin and the Hermes Birkin bag…is the iconic t…
Need to Know - August 1, 2023 [not-audio_url] [/not-audio_url]

Duration: 24:19
Sarah Muir and Monique Wong discuss the latest US data and why you shouldn’t fight the Fed, the Bank of Japan’s yield curve control policy and why that matters for global markets. Plus thoughts on the UK housing market.
Need to Know - July 31, 2023 [not-audio_url] [/not-audio_url]

Duration: 16:11
Howard Sparks joins Sarah Muir for a US earnings Need to Know special. They look at some of the headline data, great expectations - the corporate winner and losers, and why Q2 earnings is proving to be all about mean rev…
Need to Know - July 25, 2023 [not-audio_url] [/not-audio_url]

Duration: 21:49
Thoughts on a momentous week ahead for central banks and how economic expectations at the start of the year have played out. Plus the Magnificent 7 and why strong earnings are not always enough to please markets.
Need to Know - July 19, 2023 [not-audio_url] [/not-audio_url]

Duration: 26:54
Alan Higgins and Sarah Muir discuss positive data, what’s up with the Chinese economy and index investing.
Need to Know - July 11, 2023 [not-audio_url] [/not-audio_url]

Duration: 22:09
Alan Higgins and Sarah Muir look at the latest data, greedflation and conflicting theories as to what really leads to rising prices. Plus thoughts on the brawling billionaires…
Need to Know - July 4, 2023 [not-audio_url] [/not-audio_url]

Duration: 24:22
This week, Predictions for upcoming US data, Goldman Sachs lowers their forecast for a US recession and investing in Wimbledon.