In this week’s Money and Markets podcast, Tom Sieber and Charlene Young discuss the latest twist in the tariffs saga as the US and Japan announce a deal and explore the early results from the US earnings season, with updates from JPMorgan, Citi, Coca-Cola and Netflix [04:04]. They also look ahead to what investors can expect from the big tech names due to report next week, including Microsoft, Apple, Amazon and Meta [10:12]. They also discuss a major proposal from the London Stock Exchange to introduce 24-hour trading and what that could mean for retail investors [12:20] and there’s boardroom news at BP as the energy giant appoints a new chair [14:04]. Back in the UK, the government has announced the final proposals around pensions and inheritance tax [16:08], and the State Pension age is also under review again [24:02]. This week’s episode also features two interviews: Martin Gamble speaks to Jacopo di Nardo from Latitude Investment Management about Diageo and the impact of the recent CEO departure [27:27], and Dan Coatsworth talks to Schroder Asia Pacific portfolio manager Abbas Barkhordar about the vibe in Asia around those US tariffs [40:44]. Finally, with summer holidays in full swing, Tom and Charlene look at a story involving Ryanair, oversized luggage, and a rather inventive employee bonus scheme [51:47]. Note: The podcast is taking a short summer break and will return in early September.

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“What did the council decide on item 42?” — answered with the speaker and the moment.

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