On this final Investability podcast John and Michael look back at the winners and losers of a difficult year on the markets, and assess what might be in store next year. 

Look out for our new format in the New Year, and in the meantime have a wonderful Christmas and New Year!

On this week's Investability podcast, John and Michael discuss the impact of the European energy crisis and surviving continuing tough markets, including:

- The need for nuclear and prospects for Yellow Cake
- Strategies for combining trading and investing
- The danger of averaging down and scaling in
- Why shorting Aim IPOs makes sense
- The importance of having an information edge
- The energy bill freeze impact on the consumer sector
- Recession proof shares: fast food and cheap shoes

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John and Michael are back after their summer breaks to find markets on the up again. But how long can they continue to defy the worsening inflationary backdrop, which is already starting to showup in the form of profit warnings in consumer-facing sectors?

Plus why it pays to ignore stock market rules of thumb, and why weak markets can be good news for patient investors.

If you like this podcast you can show us your support by buying us a beer.

It's investor meets trader once again as John and Michael return for season 3 of the Investability Podcast.

In the month they've been away markets have continued their not-so-merry dance with inflation, leaving investors in the lurch trying to work out which is the lesser of two evils: an aggressive Fed fighting inflation, or the recession its actions might exacerbate. Will central banks be forced to change course? Or is there more interest rate pain to come for investor?

In this episode;

- Is the market bottom in or is this a bear market rally?
- Why growth is getting harder to find.
- Is it better to be an optimist or a pessimist?
- The danger of holding retail shares for the long term.
- Why business model sustainability matters to investors.
- Is it too late to buy into oil and gas?   

#FRAS #HOTC #ROO #FEVR #SQZ #KIST #JD. #MADE #SFOR #SOM #GAW

If you like this podcast you can show us your support by buying us a beer.

On this week's Investabilty Podcast John and Michael look back over 4 months of company Deep Dives to see how our calls have stood up to the current market conditions. 

Featuring AB Dynamics, ASOS, Boohoo, Dotdigital, Hollywood Bowl, Hostelworld, Jet2, Purplebricks, Segro, Shoe Zone, Somero, Sosandar, The Gym Group, THG, Tritax Big Box, Urban Logistics, Warehouse Reit, and Watches of Switzerland

On this week's Investability Podcast John and Michael are joined by special guest John Stepek, executive editor of Moneyweek and author of the Sceptical Investor. In this episode we discuss:

- The impact of the cost of living crisis on financial markets
- Why ESG investing needs a rethink
- The prospects for technology investors
- The hunt for safe havens and why crypto isn't one of them
- The outlook for the housing market
- The influence of psychology on investors

On this week's Investability Podcast John and Michael discuss the danger of stock market story telling, John looks back to his dot com crash experiences to weigh up the prospects for tech and crypto, and logistics Reits get the deep dive treatment. (Recorded 12/05/22)

In this episode John and Michael talk about whether The Gym Group's lean and low-cost approach can save it from the 'great cancellation' of subscription direct debits. Plus why supermarkets are losing their defensive lustre, and why there might be more to meme stocks than plunging share prices.

(Recorded 25 April 2022)