Tax hikes, M&S fights back, and why the robots are coming
Description
On this episode of the AJ Bell Money & Markets podcast, Dan Coatsworth and Danni Hewson discuss the Chancellor’s unusual pre-Budget speech. They assess how markets reacted to hints, but not confirmation, that taxes could rise. [1:50 ] The pair also discuss which taxes could go up and what that might mean for your pocket. [9:35 ]
How much sparkle did Marks & Spencer lose from this year’ cyberattack? Find out as Danni and Dan unpick its latest results [12:45 ].
Dan considers why high street retailer Primark might finally be spun out from its parent company. [17:45 ] He also explains why companies split and talks through some key examples of the past 20 years. [21:25 ]
Danni considers Kimberly Clark’s bid for under-fire Tylenol maker Kenvue, the consumer goods company spun out from Johnson & Johnson just a few years ago. [25:06 ]
Plus, Michael Burry, the trader who inspired the film The Big Short is betting on an AI bubble [29:10 ]. We also take a different look at big tech – not AI but robotics – with Dan chatting to Simon Edelsten, manager of the Goshawk Global fund, about factory automation and why it’s hot news again. [32:55 ]
United States
