https://rss.iono.fm/c/9937 Old Mutual Markets & Meaning (To be confirmed....) Business en Mon, 20 Apr 2026 15:42:09 +0200 Wed, 01 Jul 2026 12:35:22 +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/1691355 https://iono.fm/e/1691355
In our latest episode of Markets & Meaning, Sean Ashton explores why rising memory chip prices could signal a new inflationary pressure, why he believes recent interest rate decisions may have been a policy mistake, and one of the market's biggest contradictions: semiconductor companies continue to outperform while the businesses funding the AI infrastructure buildout have fallen out of favour.

What does that disconnect tell us about where markets think value will ultimately be created? ]]> Business Wed, 01 Jul 2026 12:34:00 +0200 0 0 The Market's Balancing Act 0 0 Old Mutual full 15:49 Old Mutual Markets & Meaning 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 https://iono.fm/e/1687100 https://iono.fm/e/1687100
The discussion goes beyond the headlines to explore supply chain risk, energy markets and why markets often move ahead of the news cycle. It also highlights where potential opportunities may be emerging, particularly in sectors like technology, with companies such as Microsoft and NVIDIA trading at more attractive valuations following the recent sell-off. ]]> Business Thu, 02 Apr 2026 10:29:00 +0200 0 0 Hormuz, Markets and Opportunity 0 0 Old Mutual full 18:01 Old Mutual Markets & Meaning https://iono.fm/e/1687544 https://iono.fm/e/1687544 Business Mon, 02 Mar 2026 10:38:00 +0200 0 0 AI, Platforms and the Battle for the Customer 0 0 Old Mutual full 22:23 Old Mutual Markets & Meaning https://iono.fm/e/1687547 https://iono.fm/e/1687547
In the first episode, Sean unpacks why elevated US equity valuations do not automatically signal a bubble, and what today's market concentration really means for investors. From the dominance of the 'Magnificent Seven' and the shift to capital-intensive AI investment, to diverging signals from Meta and Microsoft, the conversation cuts through the noise. He also explores geopolitics, productivity, and where selective long-term opportunities are emerging as investors look ahead to 2026. ]]> Business Wed, 04 Feb 2026 10:41:00 +0200 0 0 Introducing Markets & Meaning 0 0 Old Mutual full 21:15 Old Mutual Markets & Meaning