Taking Stock - After The Bell
Quilter Cheviot
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Taking Stock of Your Finances
In this episode, we're joined by Financial Planner Megan Rimmer to discuss how to take control of your finances. From understanding your spending and setting goals, to making the most of tax…
Money on Your Mind
In this episode of Taking Stock – After The Bell, we're joined by financial psychotherapist Vicky Reynal to explore why money so often triggers fear, anxiety and emotional decision‑making. We discuss…
From Girona to Geopolitics
In this episode, Jonathan and James unpack a turbulent start to the year for markets, dominated by geopolitical tension in the Middle East, the continued closure of the Strait of Hormuz and a sharp…
A Candid Conversation with the QC CEO
Jonathan and James sit down with Quilter Cheviot CEO John Goddard to discuss his global career, what drew him to QC and how he sees the future of wealth management. They explore client service,…
Bricks over Bytes
Episode 61 of Taking Stock – After The Bell looks at a dramatic shift beneath the surface of markets as fears around AI disruption meet valuations, earnings and hard assets.Jonathan Raymond and James…
Dog on a Lead
James and I sit down with Freddie Lait, Managing Partner at Latitude Investment Management, to discuss markets, valuations and where he's finding global equity opportunities in a volatile 2026.
What happened in 2025 and what lies ahead
Following a busy, yet relaxing Christmas break James and I are back in the saddle to discuss the highlights (and lowlights) from 2025 — despite cancelled trains, fire alarms and broken coffee…
Not Another Budget Podcast!
Jonathan Raymond and James Hughes discuss recent moves in markets including the latest wobble in certain areas of financial markets and we discuss the diverging outlook for 2026. James is looking…
Decoding AI and the future of Technology
QC's Head of Technology Research Ben Barringer joins James and I for an update on developments in the tech sector following the release of earnings from the major players. We discuss AI enterprise…
Bubble Watch
Are we in a bubble? James and I discuss this as well as touch on a few other issues that are keeping us interested here at QC HQ, including why does everyone seem to hate the UK?
High Fidelity
With UK equities among the best performers, we chat with Alex Wright, manager of Fidelity Special Values, for his take on what lies behind the UK’s outperformance, as well as ask the contrarian…
Back To School
Now that the children are back at school and Hughesy and I are back at our desks, we discuss strong US earnings reports and the pleasing performance of the UK stock market despite the evident…
So much for the Summer lull!
Not such a quiet Summer! Continued tariff shenanigans, cracks in the US labour market, the sacking of the head of US statistics agency and corporate results season give James and I plenty to talk…
Tariffs, Wars and Deficits - 2025 so far
Now that we've passed the halfway point of 2025, James and I sat down to discuss developments in financial markets so far this year. It's certainly not been a quiet period, with tariffs, geopolitics,…
Europe: Old World, New Gains?
In episode 51, we talk to Daniel Avigad, Partner at Lansdowne Partners and fund manager of the Lansdowne European Special Situations fund to delve into the intricacies of European equities,…
Good stocks come in small packages
Victoria Stevens, fund manager at Liontrust, joins us on our 50th episode to talk about what's happening in the UK smaller companies space. Recent performance has been challenging but she makes a…
Tariff-ied Markets
In episode 49, Jonathan and James break down the recent tariff news and discuss what it might mean for companies, the economy and financial markets.
Having a Whale of a Time
Jonathan and James were joined by Stephen Yiu, lead manager of the Blue Whale Growth fund, to discuss Active vs Passive, AI opportunities and which of the Mag 7 can continue to perform.
Deepseek, AI, and Economic Cycles
This week I am joined by Kallum Pickering, Chief Economist at Peel Hunt, and Sam Boot, Investment Manager, to discuss, AI, tariffs, geopolitics and the prospects for the UK
Sack the PR Department!
We are joined by returning pod champion Dario Perkins, Head of Global Macro at TS Lombard, to chew the fat over where we are in the 'cycle', AI and productivity and indeed his time working with…
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Taking Stock - After The Bell has published 65 episodes since February 2023, covering topics in Business, Investing.
Taking Stock - After The Bell is currently highly active with new episodes monthly. Average episode length is 46m.
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