HeyJaredInsight Talks
Our in-house experts share our views on the current market conditions facing investors. Brought to you by TrinityBridge.
- Indexed episodes, last 90 days
- 2
- Latest publication
- Aug 5, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 9, 2026
Latest episodes
Insight Talks: August 2026 (opens the original)
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This month, James Tulloch is joined by Isabel Albarran to discuss the UK's new Prime Minister, Andy Burnham, and what the change in political leadership could mean for markets, fiscal policy and investors (01:30). They examine bond market reactions (02:02), government spending plans, cabinet appointments and the challenges facing the new administration (03:18). The episode also explores economic growth, welfare spending (06:15), the Autumn Budget and the implications for both fixed income and eq
Insight Talks: July 2026 (opens the original)
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This month, James Tulloch is joined by Richard Stroud and Roohi Siddiqui to discuss the recent US-Iran agreement, easing energy market pressures and the implications for inflation, interest rates and economic growth. The episode also explores AI-related market volatility, consumer adoption trends and what the future may hold for AI monetisation. The team examine recent Federal Reserve and Bank of England rate decisions, UK political developments and the continuing resilience of the US consumer.
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