Episodes

08/09/25: Bond market moves, US jobs data & Tesla’s pay proposal

Episode 42 · September 8, 2025 · 08:18

In this week's episode of the Monday Espresso podcast, the team discuss recent events and look to the week ahead.Sheldon MacDonald is the Chief Investment Officer of Marlborough and ...

01/09/25: French uncertainty, Nvidia earnings & US inflation data

Episode 41 · September 1, 2025 · 06:10

In this week's episode of the Monday Espresso podcast, the team discuss recent events and look to the week ahead.Sheldon MacDonald is the Chief Investment Officer of Marlborough and ...

25/08/25: Jackson Hole outlook, German GDP & US consumer trends

Episode 40 · August 25, 2025 · 08:21

In this week's episode of the Monday Espresso podcast, the team discuss recent events and look to the week ahead.Sheldon MacDonald is the Chief Investment Officer of Marlborough and ...

18/08/25: Small-cap strength, inflation data & Trump–Putin talks

Episode 39 · August 18, 2025 · 07:34

In this week's episode of the Monday Espresso podcast, the team discuss recent events and look to the week ahead.Sheldon MacDonald is the Chief Investment Officer of Marlborough and ...

11/08/25: Rate cut fallout, Magnificent Seven shine & gold market shock

Episode 38 · August 11, 2025 · 08:08

In this week's episode of the Monday Espresso podcast, the team discuss recent events and look to the week ahead.Sheldon MacDonald is the Chief Investment Officer of Marlborough and ...

04/08/25: Central bank meetings, FX markets & US job numbers

Episode 37 · August 4, 2025 · 07:06

In this week's episode of the Monday Espresso podcast, the team discuss recent events and look to the week ahead.Sheldon MacDonald is the Chief Investment Officer of Marlborough and ...

28/07/25: Japan-US trade deal, earnings optimism & Fed expectations

Episode 36 · July 28, 2025 · 06:08

In this week's episode of the Monday Espresso podcast, the team discuss recent events and look to the week ahead.Sheldon MacDonald is the Chief Investment Officer of Marlborough and ...

21/07/25: Fed pressure, inflation surprises & EU tariffs

Episode 35 · July 21, 2025 · 06:22

In this week's episode of the Monday Espresso podcast, the team discuss recent events and look to the week ahead.Sheldon MacDonald is the Chief Investment Officer of Marlborough and ...

14/07/25: Fresh Trump tariffs, Fed caution & UK growth data

Episode 34 · July 14, 2025 · 05:33

In this week's episode of the Monday Espresso podcast, the team discuss recent events and look to the week ahead.Sheldon MacDonald is the Chief Investment Officer of Marlborough and ...

07/07/25: Vietnam trade deal, inflation fears & UK bond market

Episode 33 · July 7, 2025 · 10:07

In this week's episode of the Monday Espresso podcast, the team discuss recent events and look to the week ahead.Sheldon MacDonald is the Chief Investment Officer of Marlborough and ...

30/06/25: Easing tensions, trade deal progress & inflation data

Episode 32 · June 30, 2025 · 06:14

In this week's episode of the Monday Espresso podcast, the team discuss recent events and look to the week ahead.Sheldon MacDonald is the Chief Investment Officer of Marlborough and ...

23/06/25: Central bank caution, Middle East concerns & dollar resilience

Episode 31 · June 23, 2025 · 10:33

In this week's episode of the Monday Espresso podcast, the team discuss recent events and look to the week ahead.Sheldon MacDonald is the Chief Investment Officer of Marlborough and ...

16/06/25: Middle East tensions, US inflation & AI momentum

Episode 30 · June 16, 2025 · 06:43

In this week's episode of the Monday Espresso podcast, the team discuss recent events and look to the week ahead.Sheldon MacDonald is the Chief Investment Officer of Marlborough and ...

09/06/25: Musk–Trump clash, tariff talk & rate cut caution

Episode 29 · June 9, 2025 · 07:30

In this week's episode of the Monday Espresso podcast, the team discuss recent events and look to the week ahead.Sheldon MacDonald is the Chief Investment Officer of Marlborough and ...

02/06/25: Market rebound, trade updates & Nvidia’s AI push

Episode 28 · June 2, 2025 · 06:07

In this week's episode of the Monday Espresso podcast, the team discuss recent events and look to the week ahead.Sheldon MacDonald is the Chief Investment Officer of Marlborough and ...

26/05/25: EU tariffs, Trump’s tax plan & bond volatility

Episode 27 · May 26, 2025 · 08:23

In this week's episode of the Monday Espresso podcast, the team discuss recent events and look to the week ahead.Sheldon MacDonald is the Chief Investment Officer of Marlborough and ...

19/05/25: Trade talks progress, defence deals & United Health tumbles

Episode 26 · May 19, 2025 · 07:00

In this week's episode of the Monday Espresso podcast, the team discuss recent events and look to the week ahead.Sheldon MacDonald is the Chief Investment Officer of Marlborough and ...

12/05/25: US and China agreement, recession fears & resilient earnings

Episode 25 · May 12, 2025 · 06:36

In this week's episode of the Monday Espresso podcast, the team discuss recent events and look to the week ahead.Sheldon MacDonald is the Chief Investment Officer of Marlborough and ...

05/05/25: Big tech earnings, resilient jobs data & tariff strategies

Episode 24 · May 5, 2025 · 06:52

In this week's episode of the Monday Espresso podcast, the team discuss recent events and look to the week ahead.Sheldon MacDonald is the Chief Investment Officer of Marlborough and ...

28/04/25: Tariff optimism, trade talks & big tech earnings

Episode 23 · April 28, 2025 · 08:00

In this week's episode of the Monday Espresso podcast, the team discuss recent events and look to the week ahead.Sheldon MacDonald is the Chief Investment Officer of Marlborough and ...