Sam Unstead

speaker

276 appearances 2 recordings 1 series first heard May 2026 last heard 5 Jun

Sam Unstead’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 2 in all, peaking in Jun 2026 with 1.

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Merryn Talks Money · Price Controls, Britain's Struggling Jobs Market, and the SpaceX IPO · 22 May 2026 podcast

That's certainly been very helpful in the bond market this week for guild markets, which had already, you know, they've been elevated, you know, yields have been elevated quite a bit.

For the stock market, the FTSE 100, I've written this on our blog a few times, doesn't really care about the UK that much.

The vast majority of it is international.

The part that does care has got bigger, which is banks.

But even they, as well, are in such a good, strong financial position that, for the most part, they can skirt through a lot of the issues that the war in the Middle East has brought up.

And then, you know, if we're looking beyond the UK as sort of stocks more generally, you know, this is the AI story is still very, very, very strong.

And, you know, we had NVIDIA results this week, you know, the world's most valuable company making an enormous amount of money.

I think when you look at Nvidia, the expectations are so high that when you look at the range of estimates, you kind of have to look at the one right at the top.

And if they don't get past the one right at the top, then it's kind of a disappointment.

But they are making an enormous amount of money.

We were calculating yesterday that their quarterly revenue is higher than all but five FTSE 100 companies make annually.

So it's an enormous amount of money.

So that story has continued and there's no real sign that that momentum is slowing down all that much at the moment.

So, yeah, stocks have kind of brushed most of it off.

Yeah.

So you've got three companies here who are, you know, one of the things we wrote earlier today, actually, was that if you take the estimated value of the three companies, and, you know, these estimates could change quite a bit over the course of the year, but where we are now.

The Anthropic plus SpaceX plus OpenAI is more than the entire value of the FTSE 100.

So if all three of those were to list, it would effectively be like the S&P 500 doing a kind of bolt-on acquisition of the FTSE 100 and just chucking it on the side and becoming the S&P 600.

The thing about them as well is that these are three companies that are kind of...

almost kind of epoch defining companies, you know, so SpaceX, you know, the space thing is much more long term and isn't quite as immediate as the AI story.

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