https://rss.iono.fm/c/9937 Old Mutual Markets & Meaning (To be confirmed....) Business en Mon, 20 Apr 2026 15:42:09 +0200 Tue, 02 Jun 2026 10:56:39 +0200 30 http://blogs.law.harvard.edu/tech/rss iono.fm 2.5.2.0 Old Mutual no Monthly feeds@iono.fm (Feed Manager) https://cdn.iono.fm/initials/v1/om/om.svg https://rss.iono.fm/c/9937 Old Mutual Markets & Meaning (To be confirmed. Old Mutual episodic Old Mutual financialeducation@oldmutual.com false ZA https://iono.fm/e/1681882 https://iono.fm/e/1681882 Ultimately, the conversation reinforces an important lesson for long-term investors: while headlines may dominate attention, markets are often driven by deeper fundamental trends. ]]> Business Tue, 02 Jun 2026 10:55:00 +0200 0 0 When Earnings Matter More Than Headlines 0 0 Old Mutual full 18:16 Old Mutual Markets & Meaning https://iono.fm/e/1673053 https://iono.fm/e/1673053
The discussion unpacks how the AI trade is broadening beyond headline names into the wider infrastructure supporting data centre growth, including semiconductors, networking and power. Using examples such as Intel and NVIDIA, Sean explains why semiconductor companies continue to outperform, while software businesses face growing questions around AI disruption.

The episode also examines why gold has recently behaved more like a play on interest rates than a traditional safe haven, and what higher oil prices could mean for investors, inflation and interest rates.

Overall, the conversation reinforces why markets often move ahead of the news cycle, and why long-term investors should remain focused on structural trends rather than short-term noise. ]]> Business Wed, 06 May 2026 12:18:00 +0200 0 0 AI, Rates and Market Signals 0 0 Old Mutual full 18:59 Old Mutual Markets & Meaning