The period since the last episode of Lee and the IC has been eventful to say the least, and the pair begin by unpacking Donald Trump’s tariffs, the subsequent market sell-off, and how it compares to similar eras in market history. The episode follows in typical fashion, and Lord Lee updates listeners on changes he has made to his portfolio in the period following “liberation day”, including Treatt (TET), and reveals why he believes PZ Cussons (PZC ) is a severely underrated stock.To wrap up, Alex queries Lord Lee on how he may use his M&G dividend, and Lord Lee shares why he has been involved in the stock market for over half a century. Timestamps 1:12 Liberation Day reaction3:33 Lord Lee’s opinion of the turn the world is taking5:41 Did Lord Lee expect a climbdown6:51 April’s selloff compared to others in history 9:49 Market rebounds to a downturn11:26 UK and US trade deal 14:04 Lord Lee’s portfolio during the tariff-induced downturn17:29 Lord Lee’s view on holding cash19:09 Treatt22:12 Christie Group 25:44 Workspace29:13 Vianet31:03 PZ Cussons 34:12 Dividend season35:15 Investing for over half a century Hosted on Acast. See acast.com/privacy for more information.

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