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Konten disediakan oleh Jonathan Roychoudhury and UK Investor Magazine. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Jonathan Roychoudhury and UK Investor Magazine atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.
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BP & Shell, Tesco and UK Housebuilders with interactive investor’s Victoria Scholar

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Manage episode 379367310 series 2334872
Konten disediakan oleh Jonathan Roychoudhury and UK Investor Magazine. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Jonathan Roychoudhury and UK Investor Magazine atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.

The UK Investor Magazine was delighted to welcome Victoria Scholar, Head of Investment at interactive investor, for a deep dive into a selection of UK and US equities.


We discuss:

  • BP (LON:BP)
  • Shell (LON:SHEL)
  • Persimmon (LON:PSN)
  • Metro Bank (LON:MTRO)
  • Tesco (LON:TSCO)
  • Nike (NYSE:NKE)
  • Netflix (NASDAQ:NFLX)

We frame the conversation in the context of current macro themes and the human tragedy unfolding in the Middle East.


We look at oil prices and how the conflict could spark a super cycle in fossil fuels. Victoria provides insight into the thinking in the underlying commodity markets and compares this to the motivations of equity investors.


Victoria explains the cyclicality and defensive nature of a number of stocks and finishes with a look at Netflix’s upcoming results.



Hosted on Acast. See acast.com/privacy for more information.

  continue reading

367 episode

Artwork
iconBagikan
 
Manage episode 379367310 series 2334872
Konten disediakan oleh Jonathan Roychoudhury and UK Investor Magazine. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Jonathan Roychoudhury and UK Investor Magazine atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.

The UK Investor Magazine was delighted to welcome Victoria Scholar, Head of Investment at interactive investor, for a deep dive into a selection of UK and US equities.


We discuss:

  • BP (LON:BP)
  • Shell (LON:SHEL)
  • Persimmon (LON:PSN)
  • Metro Bank (LON:MTRO)
  • Tesco (LON:TSCO)
  • Nike (NYSE:NKE)
  • Netflix (NASDAQ:NFLX)

We frame the conversation in the context of current macro themes and the human tragedy unfolding in the Middle East.


We look at oil prices and how the conflict could spark a super cycle in fossil fuels. Victoria provides insight into the thinking in the underlying commodity markets and compares this to the motivations of equity investors.


Victoria explains the cyclicality and defensive nature of a number of stocks and finishes with a look at Netflix’s upcoming results.



Hosted on Acast. See acast.com/privacy for more information.

  continue reading

367 episode

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