We begin with one of the biggest names in the EV game: Tesla (TSLA). Shares are down by a third this year and Mark Robinson discusses what has caused this slump. Competition from China’s BYD certainly poses a threat but diminishing trust and popularity are also at play.
Next, the author of our cover feature this week, Christopher Akers, shares his thinking behind the piece The travel stocks making the most of the recovery. Many companies are reporting record trading, an interesting occurrence given rising rates, an economic downturn and what was a catastrophic pandemic. Dan and Chris discuss the bargain valuations available for investors and whether the rebound can continue.
Last but not least, Hermione Taylor unpacks her article on investing while interest rates are being cut. She dives into what history tells us about stock market performance in a rate cut cycle, current forecasts and how investors can benefit over the coming months.
More on Tesla
Will the Magnificent Seven go down to six?
Meet the new electric vehicle top dog
1:16 Tesla (TSLA)
12:53 The travel stocks making the most of the recovery
23:09 Investing at a time of interest rate cuts
Hosted on Acast. See acast.com/privacy for more information.
The Companies and Markets show: Canaries in the coalmine
The Companies and Markets show: Pearson, Rolls-Royce, and the UK audit market
The Companies and Markets show: Which companies are most inflation proof?
IC Interviews: Jon Forster (Impax Environmental Markets)
Partner Content: Connected Investor Podcast - Seeing stars (and stripes)
The Companies and Markets show: Mining fortunes, comparing economic eras, and why won't companies list in London?
The Companies and Markets show: Haleon listing, the business of psychedelics, and a European gas crisis
The Companies and Markets show: Robert Walters, Top 50 ETFs, and the dangers of investing in unlisted assets
Companies and Markets show: Wise, small-cap bosses, and investment clubs
The Companies and Markets show: Ocado, DS Smith, Lessons from VCs
Guy Spier: Our brains didn’t evolve for a modern economy
The Companies and Markets show: Are we headed for a housing market downturn?
Scottish Mortgage’s Burns: Radical innovation always matters
The Companies and Markets show: Aviation chaos and the future of food
Bearbull: If everyone’s so bearish, why isn’t the market weaker?
Ben Rogoff: Everything's for sale
The Companies and Markets show: Reacting to the UK's energy windfall tax + M&S and SIPPS
Peter Spiller: It’d be foolish to be confident because this world is so fragile
The Companies and Markets show: BT, Vodafone, and have supply chains changed forever?
Chris Dillow’s parting words of wisdom
Create your
podcast in
minutes
It is Free
THE ADAM BUXTON PODCAST
Wahlgren & Wistam
Mellan Himmel och Jord
Olösta Fall
Spår