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AJ Bell Money & Markets

Nvidia chips to China, Warner Brothers bidding war, cash ISA shake-up explained and secret spenders revealed

12 Dec 2025

Description

In this week’s AJ Bell Money & Markets podcast, Charlene Young and Laura Suter are joined by AJ Bell’s markets expert Martin Gamble to unpack the biggest stories affecting investors. First, they look at Nvidia’s latest moves on chip sales to China [01:22] and the escalating bidding war for Warner Brothers [03:10]. Martin also highlights the top stories in this month’s Shares magazine [05:43].  Switching to personal finance, Charlene and Laura explain the changes to cash ISAs announced in the Budget [07:28], and Laura dives into new AJ Bell data revealing the nation’s “secret spending” habits [15:17].  Finally, we bring you the next batch of Investival interviews: Dan Coatsworth talks to Russ Mould about the good, the bad and the ugly of 2025 markets and what he expects for 2026 [19:28], and Alex Wright from Fidelity Special Values on the UK market’s strong performance, the banking sector, and a surprising investment in a sofa seller [25:22]. 

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