In what some describe as a disappointing market, the gold price has not really moved since 2020. Yes, there was a new record high set during lockdown, but as inflation has picked up gold has not moved from where it was pre-Covid. In this episode, IGTV’s Jeremy Naylor talks to a long-term gold investor, Angelos Damaskos, who runs the Junior Gold fund. What is troubling the gold market, why is it not reflecting the uptick in inflation, are so-called new paradigm economics impacting our relationship with gold, and - the big one - are crypto currencies taking over? Any opinion, news, research, analysis, or other information does not constitute investment or trading advice. Follow us on Twitter, Instagram and YouTube

IG Trading the Markets

Has gold lost its allure?

Is China entering a period of potential difficultly? If so, can it contain it or is it the ‘canary in the coal mine’ indicating a potential global ‘Lehman’ moment? In this episode, IGTV’s Jeremy Naylor discusses this with Ron William from RW Advisory.  Any opinion, news, research, analysis, or other information does not constitute investment or trading advice. Follow us on Twitter, Instagram and YouTube

Is China on the cusp of a breakdown?

As political positioning begins in the wake of a closely fought election in Germany, the markets enter a period of stasis. The only known is that Angela Merkel, after 16 years at the helm, will not form any part of the new political make-up. IGTV’s Jeremy Naylor discusses this with Marc Ostwald, chief economist and global strategist at ADMISI.  Any opinion, news, research, analysis, or other information does not constitute investment or trading advice. Follow us on Twitter, Instagram and YouTube

German election: EU markets await coalition talks

With some big declines in many of the US listings of Chinese stocks, what is China trying to achieve?IGTV’s Jeremy Naylor caught up with Dr Xiaolin Chen, head of international at KraneShares, and Brendan Ahern, chief investment officer, about China’s endgame. What is the strategy, what opportunities will it provide, and what can we expect in the meantime?Any opinion, news, research, analysis, or other information does not constitute investment or trading advice. Follow us on Twitter, Instagram and YouTube

China’s tech intervention: what is it trying to achieve?

In this episode Tesla shareholder, Ross Gerber from Gerber Kawasaki, explains why he thinks there’s still further upside for Tesla. This comes as the chip shortage eases, the electric vehicle manufacturer makes progress on its Gigafactory in Texas, and its cybertruck readies for release next year. Any opinion, news, research, analysis, or other information does not constitute investment or trading advice. Follow us on Twitter, Instagram and YouTube

Tesla: the bull case

There are now four members of the European Central Bank (ECB) executive that are warning about inflation. Does this mean that we can expect the ECB to act this week? If so, how?  In this episode, IGTV’s Jeremy Naylor talks to Martin Essex, foreign exchange analyst at Daily FX, about the announcement and how to trade inflation. Any opinion, news, research, analysis, or other information does not constitute investment or trading advice. Follow us on Twitter, Instagram and YouTube

Inflation: will the ECB act on warnings?

The UK’s prime property market continues to look buoyant, according to a report published by the research team at property group Savills. In this episode, IGTV’s Jeremy Naylor caught up with associate director of the company’s research division, Frances Clacy. The discussion looks at who’s buying, who’s selling and how people are able to purchase property at the high end. Are they using cash or mortgaging to the hilt? Any opinion, news, research, analysis, or other information does not constitute investment or trading advice. Follow us on Twitter, Instagram and YouTube

UK prime property market: where now?

In this episode, Ed Morse, global head of commodity research at Citigroup speaks to IGTV’s Victoria Scholar about the outlook for the commodities complex after a stellar year-and-a-half since the pandemic-driven trough last year.  Morse says there’s likely to be more differentiation between commodities going forward, and emphasises that we are not in a commodity super-cycle. To play the climate change theme, he favours aluminium and copper for wiring and nickel and cobalt for batteries. In terms of the outlook for oil, Morse expects a short-term spike, possibly to $80, but a move lower next year towards $60. Any opinion, news, research, analysis, or other information does not constitute investment or trading advice. Follow us on Twitter, Instagram and YouTube

Commodities complex: Citigroup's Morse expects lower oil after short-term spike

With some members of the Bank of England talking about higher inflation for longer than the economy can withstand, will rates have to rise and will that rise stifle what growth there is?  In this episode, IGTV’s Jeremy Naylor talks to Martin Essex, analyst at Daily FX. Together they look at the prospects for the UK economy and how to trade sterling against the dollar and the euro. Any opinion, news, research, analysis, or other information does not constitute investment or trading advice. Follow us on Twitter, Instagram and YouTube

Is the UK entering a period of stagflation?

In this episode, IGTV’s Victoria Scholar caught up with Richard Lim, CEO at Retail Economics, about the outlook for UK supermarkets at a time of major change for the sector. This includes a possible bid for Morrisons, the shift towards rapid delivery through the likes of Uber Eats and Deliveroo, and the potential for new entrants to the market, such as Mere.  Any opinion, news, research, analysis, or other information does not constitute investment or trading advice. Follow us on Twitter, Instagram and YouTube

Supermarket sector: what's in store?

With private equity deals up in recent years, IGTV’s Jeremy Naylor discusses what’s happening with Colin McLean, founder of SVM Asset Management, which has interests in the private capital space. What’s happening, why now, and what’s the outlook? Any opinion, news, research, analysis, or other information does not constitute investment or trading advice. Follow us on Twitter, Instagram and YouTube

Private equity: what’s causing London interest?

As Tesla gets set to report second quarter earnings, Dan Ives, head of tech research at Wedbush, tells IGTV that the analyst community will be hoping to hear from CEO Elon Musk about the future of its deliveries in China. Ives is bullish on Tesla amid the ‘green tidal wave’ with a price target of $1000 a share, more than 50% above the current share price. Elsewhere, Apple remains Ives’ top pick in the tech sector, which he says is still a buy heading into earnings. Ives is also favourable towards cybersecurity and the cloud including the likes of Microsoft, DocuSign, Nice and Zscaler. Any opinion, news, research, analysis, or other information does not constitute investment or trading advice. Follow us on Twitter, Instagram and YouTube

Tesla: will Elon Musk signal strength for China deliveries?

Cybersecurity concerns have been cited by Chinese authorities as one of the main reasons for its intervention in the affairs of Chinese corporates in the West. Successful companies, such as Alibaba and DiDi, had the potential to become the biggest companies of their type in the world, so why intervene? Where is Jack Ma now? In this episode, IGTV’s Jeremy Naylor caught up with independent cybersecurity specialist, Neira Jones. Any opinion, news, research, analysis, or other information does not constitute investment or trading advice. Follow us on Twitter, Instagram and YouTube

Why is China destroying its corporates in the West?

In this episode, Financial Orbit’s Chris Bailey speaks about the big sectors to watch, with markets pricing in some good numbers. The context is rising inflation, lower bond yields, Covid-19 and the record high equity markets. Does the second quarter have the potential to move things higher still?   Any opinion, news, research, analysis, or other information does not constitute investment or trading advice. Follow us on Twitter, Instagram and YouTube

Q2 earnings season: How big, and is it a turning point?

With the London markets still fundamentally undervalued, IGTV’s Jeremy Naylor speaks to Julian Cane, manager of the UK-based BMO Capital and Income Trust, who explains his strategy. In this episode, the discussion moves around the opportunities presented for the fund in the context of inflation, easy monetary policy, recovery from the global pandemic and the need to continue paying dividends.     Any opinion, news, research, analysis, or other information does not constitute investment or trading advice. Follow us on Twitter, Instagram and YouTube

BMO Capital and Income Trust positioned for dividend growth

Get exclusive insights from analysts and industry experts with IG Trading the Markets – a new podcast that covers everything from forex to stock trading, helping you to get more from the financial markets. Any opinions, news, research, analysis, prices or other information contained does not constitute investment advice.