Episodes

17/11/25: AI bubble debate, US government shutdown & strong US earnings

Episode 52 · November 17, 2025 · 08:27

In this week's episode of the Monday Espresso podcast, the team discuss recent events and look to the week ahead.These are the Multi-Asset Solutions Investment Team's views at the ti...

10/11/25: Market sell-off, UK interest rate debate & slowing China trade

Episode 51 · November 10, 2025 · 07:12

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 ...

03/11/25: Fed rate cut, US–China tariffs & Magnificent Seven earnings

Episode 50 · November 3, 2025 · 07:01

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 ...

27/10/25: Oil price rises, Japan’s growth agenda & Tesla earnings

Episode 49 · October 27, 2025 · 06:11

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 ...

20/10/25: Regional bank jitters, trade optimism & oil price shifts

Episode 48 · October 20, 2025 · 05:57

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 ...

13/10/25: Japan's new leadership boost, AI partnerships & earnings season

Episode 47 · October 13, 2025 · 07:22

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 ...

06/10/25: AI optimism, healthcare tariffs & US government shutdown

Episode 46 · October 6, 2025 · 05:36

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 ...

29/09/25: Bond yields rise, US tariffs return & payrolls ahead

Episode 45 · September 29, 2025 · 07:27

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 ...

22/09/25: Japan policy shift, UK food inflation & Nvidia–Intel deal

Episode 44 · September 22, 2025 · 08:25

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 ...

15/09/25: Earnings update, Fed pressure & UK GDP

Episode 43 · September 15, 2025 · 07:15

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 ...

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 ...