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Steph McGovern

👤 Speaker
2051 total appearances
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Appearances Over Time

Podcast Appearances

The Rest Is Money
276. Will bond market vigilantes see off Starmer’s rivals?

And, you know, pricing logic, customers journeys, the supply chain, how they deliver all that.

The Rest Is Money
276. Will bond market vigilantes see off Starmer’s rivals?

And they were, you know, talking about how this is.

The Rest Is Money
276. Will bond market vigilantes see off Starmer’s rivals?

There was this great guy who's the CEO of a company called Tendam, which is this big, huge European based in Spain retailer.

The Rest Is Money
276. Will bond market vigilantes see off Starmer’s rivals?

He sounded like Antonio Banderas.

The Rest Is Money
276. Will bond market vigilantes see off Starmer’s rivals?

So when he delivered it, it sounded like it was a Hollywood movie star saying it.

The Rest Is Money
276. Will bond market vigilantes see off Starmer’s rivals?

But he was like, this isn't a wave.

The Rest Is Money
276. Will bond market vigilantes see off Starmer’s rivals?

This is a tsunami that's going to change everything we do.

The Rest Is Money
276. Will bond market vigilantes see off Starmer’s rivals?

But you cannot lose the emotional connection of people and the bricks and mortar of retail.

The Rest Is Money
276. Will bond market vigilantes see off Starmer’s rivals?

And that is going to go hand in hand with AI.

The Rest Is Money
276. Will bond market vigilantes see off Starmer’s rivals?

It's just that it's going to enhance all that.

The Rest Is Money
276. Will bond market vigilantes see off Starmer’s rivals?

It's not going to mean we...

The Rest Is Money
276. Will bond market vigilantes see off Starmer’s rivals?

In fact, it's the opposite of what we've talked about for years in terms of the high street.

The Rest Is Money
276. Will bond market vigilantes see off Starmer’s rivals?

It's that the high street and those physical outlets are going to be more important than ever because people are going to be desperate for that human connection, but they'll just want everything delivered in a way that is easier for them.

The Rest Is Money
276. Will bond market vigilantes see off Starmer’s rivals?

So...

The Rest Is Money
276. Will bond market vigilantes see off Starmer’s rivals?

The boss of IKEA was talking about how instead of people now, you know, coming to them and saying, what's the best bed?

The Rest Is Money
276. Will bond market vigilantes see off Starmer’s rivals?

They now have people going on to whatever chat GPT, whatever you use to say, how can I sleep better?

The Rest Is Money
276. Will bond market vigilantes see off Starmer’s rivals?

And then they're looking at how do I connect to that?

The Rest Is Money
276. Will bond market vigilantes see off Starmer’s rivals?

So then they're the answer for that question is you go to IKEA.

The Rest Is Money
276. Will bond market vigilantes see off Starmer’s rivals?

That's how you sleep better.

The Rest Is Money
276. Will bond market vigilantes see off Starmer’s rivals?

or if it's, you know, Lululemon, we're talking about how for them, it's like people might, this is a weird way of phrasing it, but this is what the woman from Lululemon said.