Markets Happy Hour Podcast November 21, 2024

Topics discussed today:  

• A subdued week in equity markets - but not in Bitcoin, which has flirted with the $100,000 level as a wide open era of deregulation beckons. 
• Despite growing geopolitical tensions and nuclear saber rattling, markets remain sanguine and unrattled. 
• The first dusting of snow has led to a chill in the air around future energy inflation and Natural Gas stocks are ticking upwards. 
• Within equity markets stocks with high margins are dominating defensive value and dividend paying stocks, while companies are increasingly confident in passing price rises through to customers. 
• We study the slow motion pension revolution in the UK and ask about their low level of equity investment relative to bonds and put that into global context. 
•  Will turning that ship around be a step too far?