Episodes

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 ...

21/04/25: Japan, Semiconductors & Chinese supercomputers

Episode 22 · April 21, 2025 · 08:20

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 ...

14/04/25: 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...