Episodes

  • Ismail Radwan WARNS “We Are in Scary Territory”, Why Jobs Matter More Than AI, and Market Prospects
    Dec 27 2025

    Ismail Radwan returns to Personable for a wide ranging conversation on global economics, jobs, AI, geopolitics, and the future of growth.

    Ismail is a Lead Economist at the World Bank focusing on the GCC and the broader MENAP region. He previously served as Senior Director for Economics and Investment Strategy at Saudi Arabia’s Public Investment Fund and spent over two decades at the World Bank.

    In this episode, Ismail explains why jobs are the single most powerful tool for eradicating poverty, how AI is likely to reshape work without replacing entire economies, and why entrepreneurship matters more than individual projects. He also shares candid views on market cycles, speculative bubbles, youth unemployment, Saudi Arabia’s Vision 2030, and how countries balance values, development, and geopolitics.

    This conversation is essential listening for anyone interested in economics, policy, investing, global development, and how decisions made today will shape the next generation.

    He discusses:
    ◽️ Why jobs are the foundation of prosperity and social stability
    ◽️ How the World Bank gathers data in fragile and conflict affected countries
    ◽️ AI, productivity, and why this cycle feels similar to past bubbles
    ◽️ What Saudi Arabia and the GCC are getting right with diversification
    ◽️ Entrepreneurship as the true driver of long term economic value
    ◽️ Youth unemployment, education gaps, and private sector readiness
    ◽️ Why markets detach from reality and how individuals should prepare
    ◽️ The role of values, communication, and dialogue in development

    00:00 Introduction and Ismail’s background
    01:40 Returning to the World Bank and MENAP focus
    04:30 Why jobs matter more than any single policy
    07:00 Data challenges in fragile states
    11:00 AI, automation, and the future of work
    18:50 Market cycles, bubbles, and historical parallels
    26:00 Vision 2030 and Saudi Arabia’s transformation
    31:00 Security, governance, and social stability
    36:00 Entrepreneurship and economic ecosystems
    42:30 GCC investment priorities and diversification
    49:00 Youth unemployment and education reform
    53:40 Personal finance, markets, and risk management
    59:30 One key takeaway for listeners

    Ismail Radwan:
    ◽️ LinkedIn: https://www.linkedin.com/in/ismail-radwan2021/

    Harvey Bracken-Smith:
    ◽️ LinkedIn: https://linkedin.com/in/harveybracken-smith
    ◽️ Instagram: https://instagram.com/harveybsmith
    ◽️ X (Twitter): https://x.com/harveybsmith_
    ◽️ Newsletter: https://personable.substack.com/
    ◽️ Website: https://www.personable.media/

    Personable Podcast:
    ◽️ Instagram: https://instagram.com/personable.podcast
    ◽️ LinkedIn: https://linkedin.com/company/personablepodcast
    ◽️ TikTok: https://tiktok.com/@personableclips
    ◽️ Spotify: https://open.spotify.com/show/7JOTYDER6m2FDrlhop4api
    ◽️ Apple Podcasts: https://podcasts.apple.com/us/podcast/personable/id1671640111

    Additional:
    ◽️ Fundraising: https://www.loulouracefoundation.org/donate

    Personable is a podcast dedicated to helping listeners become the best they can be by learning from the world’s best in their respective fields. This mission is inspired by my mother, Louise, who encouraged me to become the best version of myself before she passed away from cancer in 2023.

    This content is for informational and entertainment purposes only and is not financial advice. Always consult a qualified financial advisor before making investment decisions. Investing involves risks, and past performance is not indicative of future results.

    Support the show

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    1 hr and 3 mins
  • AmplifyME's Anthony Cheung: How to Break into Finance (From State School to Wall Street)
    Dec 26 2025

    Anthony Cheung shares an honest account of his journey from a state school to working with some of the world’s largest hedge funds, and why his mission today is focused on access, education, and demystifying finance.

    Anthony is Chief Content and Culture Officer at AmplifyME and former Head of Markets Analysis at Newsquawk. In this conversation, he reflects on social mobility, imposter syndrome, resilience, and how skills from elite sport translate directly into success in trading and high pressure careers.

    This episode is a practical guide for students and early professionals who want to break into finance, build real credibility, and focus on what actually matters beyond prestige and perception.

    He explains:
    ◽️ How a working class upbringing shaped his mindset and ambition
    ◽️ Why access to opportunity matters more than raw talent
    ◽️ Lessons from elite youth basketball that apply to trading and life
    ◽️ The real skills banks look for beyond grades and technical knowledge
    ◽️ How AmplifyME helps level the playing field for students globally

    00:00 Introduction and Anthony’s background
    01:34 From state school to Wall Street
    05:57 Why giving back became his mission
    10:59 Sport, discipline, and transferable skills
    17:35 The founding story of Amplify.me
    25:14 Becoming a public voice in finance
    33:17 How students should prepare for finance careers
    38:32 Would he do it all again
    39:16 The questions people should ask more often
    40:10 One lesson to take away

    Anthony Cheung:
    ◽️ Website: https://amplifyme.com/bio-anthony-cheung
    ◽️ LinkedIn: https://www.linkedin.com/in/anthonycheung10/

    Harvey Bracken-Smith:
    ◽️ LinkedIn: https://linkedin.com/in/harveybracken-smith
    ◽️ Instagram: https://instagram.com/harveybsmith
    ◽️ X (Twitter): https://x.com/harveybsmith_
    ◽️ Newsletter: https://personable.substack.com/
    ◽️ Website: https://www.personable.media/

    Personable Podcast:
    ◽️ Instagram: https://instagram.com/personable.podcast
    ◽️ LinkedIn: https://linkedin.com/company/personablepodcast
    ◽️ TikTok: https://tiktok.com/@personableclips
    ◽️ Spotify: https://open.spotify.com/show/7JOTYDER6m2FDrlhop4api
    ◽️ Apple Podcasts: https://podcasts.apple.com/us/podcast/personable/id1671640111

    Additional:
    ◽️ Fundraising: https://www.loulouracefoundation.org/donate

    Personable is a podcast dedicated to helping listeners become the best they can be by learning from the world’s best in their respective fields. This mission is inspired by my mother, Louise, who encouraged me to become the best version of myself before she passed away from cancer in 2023.

    This content is for informational and entertainment purposes only and is not financial advice. Always consult a qualified financial advisor before making investment decisions. Investing involves risks, and past performance is not indicative of future results.

    Support the show

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    43 mins
  • Job EXPERT Peter Wood on The Worst Job Market in 10 Years!! How to Build Online, Upskill & Find work
    Dec 24 2025

    Founder and CEO of The Graduate Guide, Peter Wood returns to Personable to break down how graduate careers are changing, why traditional hiring is broken, and what it really takes to build ambition, confidence, and opportunity in a broken labour market.

    Since first appearing on the podcast, Peter has scaled The Graduate Guide from a content driven community into a platform tackling the graduate skills gap head on, culminating in its acquisition by The Apprenticeship Group. His work sits at the intersection of education, startups, recruitment, and social mobility, with a clear mission to help people prove what they can do rather than where they come from.

    In this conversation, Peter shares what he has learned about ambition, careers, community building, LinkedIn growth, venture capital, and why curiosity may be the most undervalued skill of the next decade.

    He explains:
    ◽️ Why the graduate job market is fundamentally broken
    ◽️ How ambition gets lost and how to reignite it
    ◽️ What companies misunderstand about junior talent and AI
    ◽️ How The Graduate Guide evolved from content to acquisition
    ◽️ Why apprenticeships and upskilling are the future of work
    ◽️ How to use LinkedIn intentionally rather than chasing vanity metrics
    ◽️ What it really takes to stand out in a hyper competitive world

    00:00 Returning to Personable and the Graduate Guide’s evolution
    02:10 Solving the graduate career crisis
    04:00 Why helping everyone is harder than it sounds
    07:54 Building community instead of chasing brands
    12:06 AI, skills gaps, and the future of junior roles
    18:11 Apprenticeships, upskilling, and long term talent
    22:20 Curiosity, boredom, and ambition
    27:04 Social media, influence, and responsibility
    29:26 Entering the VC and startup ecosystem
    33:31 Outlasting competition and building momentum
    37:56 What Europe needs to succeed in venture capital
    40:12 Helping the average person unlock ambition
    47:00 How LinkedIn actually works
    53:42 Intentionality behind high performing content
    1:02:38 Legacy, ambition, and long term purpose
    1:09:44 One lesson to take away

    Peter Wood:
    ◽️ Instagram: https://www.instagram.com/petermwood_/?hl=en
    ◽️ LinkedIn: https://www.linkedin.com/in/peter-m-wood/

    Harvey Bracken-Smith:
    ◽️ LinkedIn: https://linkedin.com/in/harveybracken-smith
    ◽️ Instagram: https://instagram.com/harveybsmith
    ◽️ X (Twitter): https://x.com/harveybsmith_
    ◽️ Newsletter: https://personable.substack.com/
    ◽️ Website: https://www.personable.media/

    Personable Podcast:
    ◽️ Instagram: https://instagram.com/personable.podcast
    ◽️ LinkedIn: https://linkedin.com/company/personablepodcast
    ◽️ TikTok: https://tiktok.com/@personableclips
    ◽️ Spotify: https://open.spotify.com/show/7JOTYDER6m2FDrlhop4api
    ◽️ Apple Podcasts: https://podcasts.apple.com/us/podcast/personable/id1671640111

    Additional:
    ◽️ Fundraising: https://www.loulouracefoundation.org/donate

    Personable is a podcast dedicated to helping listeners become the best they can be by learning from the world’s best in their respective fields. This mission is inspired by my mother, Louise, who encouraged me to become the best version of myself before she passed away from cancer in 2023.

    This content is for informational and entertainment purposes only and is not financial advice. Always consult a qualified financial advisor before making investment decisions. Investing involves risks, and past performance is not indicative of future results.

    Support the show

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    1 hr and 12 mins
  • Mungo McCosh: Going Off the Beaten Track, Building an Audience, and Living Authentically Online
    Dec 23 2025

    Travel creator Mungo McCosh (70,000 followers) breaks down how living differently, thinking independently, and embracing discomfort can unlock freedom, creativity, and a global audience.

    Mungo is the founder of Mungo TV, a rapidly growing travel and culture platform known for raw storytelling, sharp humour, and honest perspectives on places most people never see. From Mongolia to China, his work challenges curated travel, mainstream narratives, and algorithm driven thinking.

    In this conversation, Mungo shares what he has learned about authenticity, social media growth, comedy, censorship, and why doing your own thing is still the most powerful strategy.

    He explains:
    ◽️ Why going off the beaten track creates better stories and a better life
    ◽️ How to grow on social media without chasing followers or trends
    ◽️ The real mechanics behind viral content and audience growth
    ◽️ How humour, satire, and risk shape long term reputation
    ◽️ What living in China is actually like beyond Western media

    00:00 Growing Up Across Cultures
    02:10 Rejecting Curated Travel
    04:00 From School Expectations to Independence
    06:43 Starting Mungo TV
    10:43 Being Recognised and Staying Grounded
    14:11 How Viral Comedy Really Works
    21:45 Turning Ideas Into Content
    26:54 Making Better Videos
    32:46 Why Niches Matter
    40:55 Comedy, Free Speech, and Risk
    53:52 Living and Creating in China
    58:12 Legacy and Meaning
    1:00:44 One Lesson to Remember

    Mungo McCosh:
    ◽️ Instagram: https://www.instagram.com/mcmungo.tv/
    ◽️ LinkedIn: https://www.linkedin.com/in/mungo-mccosh-a81954261/
    ◽️ YouTube: https://www.youtube.com/@McMungoTV
    ◽️ TikTok: https://www.tiktok.com/@mcmungotv?_r=1&_t=ZN-91quCiznHni

    Harvey Bracken-Smith:
    ◽️ LinkedIn: https://linkedin.com/in/harveybracken-smith
    ◽️ Instagram: https://instagram.com/harveybsmith
    ◽️ X (Twitter): https://x.com/harveybsmith_
    ◽️ Newsletter: https://personable.substack.com/
    ◽️ Website: https://www.personable.media/

    Personable Podcast:
    ◽️ Instagram: https://instagram.com/personable.podcast
    ◽️ LinkedIn: https://linkedin.com/company/personablepodcast
    ◽️ TikTok: https://tiktok.com/@personableclips
    ◽️ Spotify: https://open.spotify.com/show/7JOTYDER6m2FDrlhop4api
    ◽️ Apple Podcasts: https://podcasts.apple.com/us/podcast/personable/id1671640111

    Additional:
    ◽️ Fundraising: https://www.loulouracefoundation.org/donate

    Personable is a podcast dedicated to helping listeners become the best they can be by learning from the world’s best in their respective fields. This mission is inspired by my mother, Louise, who encouraged me to become the best version of myself before she passed away from cancer in 2023.

    This content is for informational and entertainment purposes only and is not financial advice. Always consult a qualified financial advisor before making investment decisions. Investing involves risks, and past performance is not indicative of future results.

    Support the show

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    1 hr and 3 mins
  • Bear Grylls: The Art of Living a Meaningful Life (4K)
    Dec 21 2025

    World-famous adventurer BEAR GRYLLS reveals the TRUTH about success, failure, grief, and faith, and why resilience, family, and purpose matter far more than fame, money, or achievement.

    Bear Grylls is a British adventurer, former SAS soldier, Chief Scout, bestselling author, and host of Man vs. Wild and Running Wild. He is one of the most recognisable survivalists in the world, having climbed Mount Everest, broken his back, and worked with presidents, prime ministers, and global leaders.

    In this conversation, Bear goes far beyond survival and television to share the hardest moments of his life, including losing his father, enduring repeated failures, and how faith and family became his foundation.

    He explains:
    ◽️ How losing a parent can become a source of strength
    ◽️ Why resilience is more important than talent or success
    ◽️ How repeated failure built his career behind the scenes
    ◽️ Why fame, money, and status never bring fulfillment
    ◽️ How faith helps navigate fear, doubt, and grief

    00:00 Losing a Parent at a Young Age
    02:10 Turning Pain Into Purpose
    05:01 Fame, Presidents, and Staying Grounded
    07:53 Why Success Never Comes From Things
    10:20 The Trap of Validation and Recognition
    12:19 Being Put in a Box by the World
    15:41 Success as a Journey, Not a Destination
    16:44 Why Character Is Built in the Valleys
    18:55 The Failures No One Talks About
    21:31 Faith, Doubt, and a Divided World
    25:23 Family as the Ultimate Foundation
    28:13 Why Bear Wrote The Greatest Story Ever Told
    31:59 Living Faith Through Action
    33:59 The One Lesson Bear Wants You to Remember
    35:22 Closing Reflections

    Follow Bear:
    ◽️ LinkedIn: https://www.linkedin.com/in/beargrylls/
    ◽️ Instagram: https://www.instagram.com/beargrylls/
    ◽️ X: https://x.com/beargrylls
    ◽️ Facebook: https://www.facebook.com/RealBearGrylls
    ◽️ Tiktok: https://www.tiktok.com/@beargrylls?lang=en
    ◽️ YouTube: https://www.youtube.com/c/beargrylls
    ◽️ Website: https://www.beargrylls.com/

    Harvey Bracken-Smith:
    ◽️ LinkedIn: https://linkedin.com/in/harveybracken-smith
    ◽️ Instagram: https://instagram.com/harveybsmith
    ◽️ X (Twitter): https://x.com/harveybsmith_
    ◽️ Newsletter: https://personable.substack.com/
    ◽️ Website: https://www.personable.media/

    Personable Podcast:
    ◽️ Instagram: https://instagram.com/personable.podcast
    ◽️ LinkedIn: https://linkedin.com/company/personablepodcast
    ◽️ TikTok: https://tiktok.com/@personableclips
    ◽️ Spotify: https://open.spotify.com/show/7JOTYDER6m2FDrlhop4api
    ◽️ Apple Podcasts: https://podcasts.apple.com/us/podcast/personable/id1671640111

    Additional:
    ◽️ Fundraising: https://www.loulouracefoundation.org/donate

    Personable is a podcast dedicated to helping listeners become the best they can be by learning from the world’s best in their respective fields. This mission is inspired by my mother, Louise, who encouraged me to become the best version of myself before she passed away from cancer in 2023.

    This content is for informational and entertainment purposes only and is not financial advice. Always consult a qualified financial advisor before making investment decisions. Investing involves risks, and past performance is not indicative of future results.

    Support the show

    Show More Show Less
    39 mins
  • AI Market Bubble?! Commodities & Banks Surging! Europe & Asia Outperform! Huge Mayoshi Son US Bet!
    Dec 6 2025

    Stephen Roberts, Founder of Orgueil Capital (an investment vehicle with its North Star to quintuple capital) and former Partner at Horseman Capital, returns to Personable Markets for one of his most information packed conversations yet.

    From dissecting the disconnect between AI headlines and real market performance to uncovering where the true returns have been hiding this year, Stephen brings decades of global macro experience to help investors separate noise from opportunity. In this episode, he explains why commodities and banks have outperformed while tech dominated the narrative, how the steep yield curve transformed UK and European financials, and why Asia and Europe have quietly delivered standout performance.

    With sharp analysis across rates, geopolitics, employment trends and the coming wave of AI driven productivity shifts, Stephen breaks down the forces reshaping markets, the risks investors are ignoring and the structural changes likely to define the next decade.

    In this episode, Stephen Roberts discusses:
    ◽️ AI hype versus reality and why investors are missing the real trades
    ◽️ Commodities surging and the return of a global materials cycle
    ◽️ Banks minting money from the steep yield curve
    ◽️ Europe and Asia outperforming and why valuations still look attractive
    ◽️ China tech recovery, Alibaba’s rebound and cloud dominance
    ◽️ AI’s impact on unemployment and future economic policy

    ⏱ Timestamps
    00:00 Intro
    00:31 Markets since last episode, volatility, tech noise and real performance
    02:12 AI bubble debate and why the narrative is misplaced
    04:10 Commodities surge across gold, copper and miners
    06:25 Banks, yield curves and earnings doubling across the UK
    09:38 Europe and Asia outperform while investors stay fixated on AI
    12:14 Alibaba, Tencent and China’s cloud advantage
    15:03 How Stephen evaluates winners, losers and sector momentum
    22:39 Why interest rates determine everything in markets
    26:04 US manufacturing push and Mayoshi Son’s investment plans
    29:21 Rare earth leverage, Nvidia dependence and geopolitical tension
    32:48 Private markets versus public markets, liquidity and risk
    43:17 Commodities, banks and where Stephen sees opportunity
    47:01 Potential triggers for market stress across rates and employment
    52:44 Closing insights and long term positioning
    53:12 Outro

    📌 Resources
    Stephen Roberts:
    ◽️ Orgueil Capital: https://www.orgueilcapital.com/our-story

    Harvey Bracken-Smith:
    ◽️ LinkedIn: https://linkedin.com/in/harveybracken-smith
    ◽️ Instagram: https://instagram.com/harveybsmith
    ◽️ X (Twitter): https://x.com/harveybsmith_
    ◽️ Newsletter: https://personable.substack.com/
    ◽️ Website: https://www.personable.media/

    Personable Podcast:
    ◽️ Instagram: https://instagram.com/personable.podcast
    ◽️ LinkedIn: https://linkedin.com/company/personablepodcast
    ◽️ TikTok: https://tiktok.com/@personableclips
    ◽️ Spotify: https://open.spotify.com/show/7JOTYDER6m2FDrlhop4api
    ◽️ Apple Podcasts: https://podcasts.apple.com/us/podcast/personable/id1671640111

    Additional:
    ◽️ The Draft (Sign up): https://thedraft.io
    ◽️ Fundraising: https://justgiving.com/crowdfunding/LouLouRacefoiundation?utm_term=PvByaxmdn

    Personable is a podcast dedicated to helping listeners become the best they can be by learning from the world’s best in their respective fields. This mission is inspired by my mother, Louise, who encouraged me to become the best version of myself before she passed away from cancer in 2023.

    This content is for informational and entertainment purposes only and is not financial advice. Always consult a qualified financial advisor before making investment decisions. Investing involves risks, and past performance is

    Support the show

    Show More Show Less
    56 mins
  • $170M Founder Yoshi Yokokawa (Alpaca) on 2008 Crash, Diversification Myths, Day Trading and Burnout
    Dec 2 2025

    Yoshi Yokokawa, co-founder and CEO of Alpaca, joins Personable with Harvey Bracken-Smith. Alpaca is a leading brokerage infrastructure and self-clearing fintech powering over 7 million brokerage accounts across 40 countries and backed by more than 170 million dollars in funding.

    Before building Alpaca, Yoshi began his career at Lehman Brothers, experiencing the rise and fall of one of the most famous investment banks during the 2008 financial crisis. He went on to become a day trader, founded machine learning startups, and ultimately created Alpaca, a company redefining how global investing is built through APIs.

    In this episode, Yoshi shares how he learned from both the boom and the collapse of global markets. He discusses why every generation forgets financial history, why real diversification fails in downturns, and how to stay grounded while raising hundreds of millions of dollars. Yoshi reflects on founder-market fit, emotional resilience, and what it means to build something that gives others financial freedom, the goal he has chased since childhood.

    In this episode, Yoshi Yokokawa discusses:
    ◽️ What it was like working at Lehman Brothers during the 2008 crash
    ◽️ Why diversification is often a myth in real crises
    ◽️ Lessons from day trading and "street fighting" in the FX markets
    ◽️ How machine learning led to the creation of Alpaca
    ◽️ The realities of raising 170 million dollars in venture capital

    ⏱ Timestamps
    00:00 Intro
    05:00 Lehman Brothers culture in Japan
    07:30 Early signs of the 2008 crisis
    10:00 Bubbles, hedging limits and market behavior
    12:30 Retail investors and emotional decision making
    15:00 Why hedging depends on local context
    17:30 Leaving banking and moving into day trading
    22:30 Probability, discipline and trading mindset
    25:00 First software attempts and meeting technical friends
    30:00 What an API is and why it matters
    32:30 Licenses, compliance and protecting customer assets
    35:00 Raising 170 million and dealing with dilution
    37:30 Convincing VCs and founder market fit
    42:30 Japan vs Silicon Valley
    45:00 Expanding financial access around the world
    47:30 Hiring philosophy and values
    50:00 Personal investing style and risk approach
    53:00 Burnout, limits and staying balanced
    56:00 Legacy, family and long term thinking
    58:00 Final reflections
    1:08:00 Outro

    -

    📌 Resources
    Yoshi Yokokawa:
    ◽️ LinkedIn: https://www.linkedin.com/in/yoshiyokokawa/

    Harvey Bracken-Smith:
    ◽️ LinkedIn: https://linkedin.com/in/harveybracken-smith
    ◽️ Instagram: https://instagram.com/harveybsmith
    ◽️ X (Twitter): https://x.com/harveybsmith_
    ◽️ Newsletter: https://personable.substack.com/
    ◽️ Website: https://www.personable.media/

    Personable Podcast:
    ◽️ Instagram: https://instagram.com/personable.podcast
    ◽️ LinkedIn: https://linkedin.com/company/personablepodcast
    ◽️ TikTok: https://tiktok.com/@personableclips
    ◽️ Spotify: https://open.spotify.com/show/7JOTYDER6m2FDrlhop4api
    ◽️ Apple Podcasts: https://podcasts.apple.com/us/podcast/personable/id1671640111

    Additional:
    ◽️ The Draft (Sign up): https://thedraft.io
    ◽️ Fundraising: https://justgiving.com/crowdfunding/LouLouRacefoiundation?utm_term=PvByaxmdn

    Personable is a podcast dedicated to helping listeners become the best they can be by learning from the world’s best in their respective fields. This mission is inspired by my mother, Louise, who encouraged me to become the best version of myself before she passed away from cancer in 2023.

    This content is for informational and entertainment purposes only and is not financial advice. Always consult a qualified financial advisor before making investment decisions. Investing involves risks, and pas

    Support the show

    Show More Show Less
    1 hr and 8 mins
  • Massive UK Tax Rises!! FED Pause?, US-China Rare Earth Truce, Mag 7 Earnings, AI Bubble?
    Nov 8 2025

    In this episode of Personable Markets, host Harvey Bracken-Smith and guest Luke Sloman analyze a defining week in global finance.
    Nvidia hits a $5 trillion valuation, the Federal Reserve pauses rate cuts, and Trump and Xi Jinping outline a potential new trade framework that could reshape technology, agriculture, and rare-earth supply chains.

    They explore the AI-driven surge in earnings from major tech firms, the growing dominance of the “BATMMAAN” stocks, and the UK’s controversial tax proposals ahead of the Autumn Budget. Harvey and Luke also debate whether record market highs represent sustainable growth or the early signs of an overheated AI bubble.

    In this episode, they discuss:
    ◽️ Nvidia’s $5 trillion milestone
    ◽️ Record-breaking Q3 tech earnings
    ◽️ The rise of “BATMMAAN” in the S&P 500
    ◽️ Meta’s drop despite strong results

    ⏱ Timestamps
    00:00 Intro
    00:35 Market overview and key themes
    01:30 Tech earnings recap: Alphabet, Amazon, Apple
    04:15 Microsoft and Meta’s AI CapEx spending
    06:30 Market reactions and investor focus
    08:15 “BATMMAAN” replaces the Magnificent 7
    10:00 Nvidia’s $5 trillion valuation
    12:10 Blackwell chip demand and revenue pipeline
    14:00 Fed cut pause and data blackout
    16:20 Powell’s “driving in fog” comment
    18:00 Market reaction and inflation outlook
    20:00 Trump–Xi meeting breakdown
    22:15 Tariff reductions and fentanyl agreement
    24:00 Rare-earth exports and semiconductor access
    26:30 Nvidia’s China opportunity
    28:00 AI market dependence and interconnectivity
    30:15 Global markets hit record highs
    33:00 Is the AI boom sustainable?
    36:00 Comparing investor outlooks: optimism vs caution
    38:30 UK Autumn Budget preview
    41:00 Labour’s £36B tax hole
    43:00 Income freezes, property taxes, ISA reform
    45:00 20% exit levy and millionaire migration
    47:00 UK inflation and household pressures
    49:00 Energy costs and cost-of-living effects
    51:00 Brain drain: UK talent moving abroad
    54:00 Oxford, Cambridge, and education quotas
    56:30 Entrepreneurship culture: UK vs US
    59:00 Global capital flows and foreign investment
    1:01:00 Retail investors, social media, and sentiment
    1:04:30 Market psychology: crash fears vs growth belief
    1:07:00 Outlook for 2026 global markets
    1:10:00 Key takeaways and lessons
    1:15:00 Outro

    📌 Resources
    Luke Sloman:
    ◽️ LinkedIn: https://www.linkedin.com/in/luke-sloman-87a6742a9/?originalSubdomain=uk

    Harvey Bracken-Smith:
    ◽️ LinkedIn: https://linkedin.com/in/harveybracken-smith
    ◽️ Instagram: https://instagram.com/harveybsmith
    ◽️ X (Twitter): https://x.com/harveybsmith_
    ◽️ Newsletter: https://personable.substack.com/
    ◽️ Website: https://www.personable.media/

    Personable Podcast:
    ◽️ Instagram: https://instagram.com/personable.podcast
    ◽️ LinkedIn: https://linkedin.com/company/personablepodcast
    ◽️ TikTok: https://tiktok.com/@personableclips
    ◽️ Spotify: https://open.spotify.com/show/7JOTYDER6m2FDrlhop4api
    ◽️ Apple Podcasts: https://podcasts.apple.com/us/podcast/personable/id1671640111

    Additional:
    ◽️ The Draft (Sign up): https://thedraft.io
    ◽️ Fundraising: https://justgiving.com/crowdfunding/LouLouRacefoiundation?utm_term=PvByaxmdn

    Personable is a podcast dedicated to helping listeners become the best they can be by learning from the world’s best in their respective fields. This mission is inspired by my mother, Louise, who encouraged me to become the best version of myself before she passed away from cancer in 2023.

    This content is for informational and entertainment purposes only and is not financial advice. Always consult a qualified financial advisor before making investment decisions. Investing involves risks, and past per

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    1 hr and 28 mins