Episodes

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 ...

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...