Episodes

14/04/25: The basis trade, tariff rollback & inflation data

Episode 21 · April 14, 2025 · 11:54

In this week's episode of the Monday Espresso podcast, Nathan Sweeney and James Athey discuss recent events and look to the week ahead.Sheldon MacDonald is the Chief Investment Offic...

07/04/25: Tariff impact, market reactions & global response

Episode 20 · April 7, 2025 · 08:40

In this week's episode of the Monday Espresso podcast, Nathan Sweeney and Rory Dowie discuss recent events and look to the week ahead.Sheldon MacDonald is the Chief Investment Office...

31/03/25: Growth outlook, bond markets & tariff updates

Episode 19 · March 31, 2025 · 08:27

In this week's episode of the Monday Espresso podcast, Nathan Sweeney and James Athey discuss recent events and look to the week ahead.Sheldon MacDonald is the Chief Investment Offic...

24/03/25: Central bank moves, tariff uncertainty & market expectations

Episode 18 · March 24, 2025 · 07:22

In this week's episode of the Monday Espresso podcast, Nathan Sweeney and James Athey discuss recent events and look to the week ahead.Sheldon MacDonald is the Chief Investment Offic...

17/03/25: US market sell-off, tariff concerns & inflation trends

Episode 17 · March 17, 2025 · 05:50

In this week's episode of the Monday Espresso podcast, Edward Kennedy and Rory Dowie discuss recent events and look to the week ahead.Sheldon MacDonald is the Chief Investment Office...

10/03/25: AI market shifts, Trump's tariffs & Europe’s resilience

Episode 16 · March 10, 2025 · 08:38

In this week's episode of the Monday Espresso podcast, Nathan Sweeney and Rory Dowie discuss recent events and look to the week ahead.Sheldon MacDonald is the Chief Investment Office...

03/03/25: Nvidia, Fed signals & China’s economic shifts

Episode 15 · March 3, 2025 · 07:56

In this week's episode of the Monday Espresso podcast, Nathan Sweeney and Rory Dowie discuss recent events and look to the week ahead.Sheldon MacDonald is the Chief Investment Office...

24/02/25: China tech rally, UK inflation & Alibaba’s resurgence

Episode 14 · February 24, 2025 · 06:34

In this week's episode of the Monday Espresso podcast, Nathan Sweeney and Rory Dowie discuss recent events and look to the week ahead.Sheldon MacDonald is the Chief Investment Office...

17/02/25: Tariff uncertainty, UK growth & Russia-Ukraine talks

Episode 13 · February 17, 2025 · 08:47

In this week's episode of the Monday Espresso podcast, Nathan Sweeney and James Athey discuss recent events and look to the week ahead.Sheldon MacDonald is the Chief Investment Offic...

10/02/25: Trump’s tariffs, China’s response & UK rate cuts

Episode 12 · February 10, 2025 · 06:39

In this week's episode of the Monday Espresso podcast, Nathan Sweeney and Andrew Shaw discuss recent events and look to the week ahead.Sheldon MacDonald is the Chief Investment Offic...

03/02/25: DeepSeek's impact, Jevons Paradox & central bank moves

Episode 11 · February 3, 2025 · 05:08

In this week's episode of the Monday Espresso podcast, Nathan Sweeney and Edward Kennedy discuss recent events and look to the week ahead.Sheldon MacDonald is the Chief Investment Of...

27/01/25: Trump’s executive orders, Japan rate hike & UK trade policy

Episode 10 · January 27, 2025 · 06:23

In this week's episode of the Monday Espresso podcast, Nathan Sweeney and Sarah Todino discuss recent events and look to the week ahead.Sheldon MacDonald is the Chief Investment Offi...

20/01/25: UK inflation relief, China's stimulus & Trump’s inauguration

Episode 9 · January 20, 2025 · 06:56

In this week's episode of the Monday Espresso podcast, Nathan Sweeney and James Athey discuss recent events and look to the week ahead.Sheldon MacDonald is the Chief Investment Offic...

13/01/25: Rising bond yields, inflation trends & US economic resilience

Episode 8 · January 13, 2025 · 08:09

In this week's episode of the Monday Espresso podcast, Nathan Sweeney and James Athey discuss recent events and look to the week ahead.Sheldon MacDonald is the Chief Investment Offic...

06/01/24: Trump's return, China's outlook & review of 2024

Episode 7 · January 6, 2025 · 05:17

In this week's episode of the Monday Espresso podcast, Sarah Todino and Alex King discuss recent events and look to the week ahead.Sheldon MacDonald is the Chief Investment Officer o...

23/12/24: US Fed signals, UK inflation & global market trends

Episode 6 · December 23, 2024 · 06:01

In this week's episode of the Monday Espresso podcast, Nathan Sweeney and Sarah Todino discuss recent events and look to the week ahead.Sheldon MacDonald is the Chief Investment Offi...

16/12/24: China stimulus, NATO spending & Eurozone forecasts

Episode 5 · December 16, 2024 · 07:13

In this week's episode of the Monday Espresso podcast, Nathan Sweeney and Andrew Shaw discuss recent events and look to the week ahead.Sheldon MacDonald is the Chief Investment Offic...

09/12/24: US employment data, political uncertainty & Asia

Episode 4 · December 9, 2024 · 05:23

In this week's episode of the Monday Espresso podcast, Nathan Sweeney and Alex King discuss US employment data, political uncertainty & Asia.Sheldon MacDonald is the Chief Investment...

02/12/24: US tariffs, Eurozone inflation & consumer spending

Episode 3 · December 2, 2024 · 06:22

In this week's episode of the Monday Espresso podcast, Nathan Sweeney and Sarah Todino discuss US tariffs, Eurozone inflation, and consumer spending.Sheldon MacDonald is the Chief In...

25/11/24: NVIDIA's earnings, inflation trends & interest rate outlook

Episode 2 · November 25, 2024 · 06:01

In this week's episode of the Monday Espresso podcast, Nathan Sweeney and Edward Kennedy discuss NVIDIA's earnings, inflation trends & interest rate outlook.Sheldon MacDonald is the ...

18/11/24: US inflation, Trump staff nominations & UK GDP slowdown

Episode 1 · November 15, 2024 · 05:46

In this week's episode of the Monday Espresso podcast, Nathan Sweeney and Sarah Todino discuss the week's hottest topics.Sheldon MacDonald is the Chief Investment Officer of Marlboro...