Amazon drops a bombshell, the fund manager who avoids Faangs, and fading GameStop fever

This week’s podcast chats about what a change in CEO means for Amazon, together with a look at the retailer’s fourth quarter results and how other big-name US companies are either beating or missing earnings expectations. James Spence from Cerno Global Leaders Fund joins the show to explain why he is one of the few fund managers running a global equities fund that doesn’t feature the Faangs (Facebook, Apple, Amazon, Netflix and Google). James offers his view on the markets over the next few years and the reasons why he invests in the likes of bicycle components group Shimano, the ‘brains of electric vehicles’ specialist Aptiv and precision engineer Renishaw. AJ Bell’s pension expert Tom Selby is back on the show to answer another listener question on retirement savings. This time, it’s the turn of someone who wants to know if they can take money out of a workplace pension when they want and put it in a SIPP. The team also discuss Moonpig’s impressive stock market debut and why it’s about time that ‘buy now pay later’ providers are facing stricter controls.

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