Simply Wall St
Episodes
Why longer lifespans could reshape portfolios
02 Feb 2026
Contributed by Lukas
Simply Wall St Market Insights for the week ending the 1st February 2026.To read the full article: Why longer lifespans could reshape p...
How to invest when commodity prices get messy
27 Jan 2026
Contributed by Lukas
Simply Wall St Market Insights for the week ending the 27th January 2026.To read the full article: How to invest when commodity prices ...
Why Didn’t Oil React to Venezuela?
19 Jan 2026
Contributed by Lukas
Simply Wall St Market Insights for the week ending the 18th January 2026.To read the full article: Why Didn’t Oil React to Venezuela?...
Which Markets Will Sink or Swim in 2026?
12 Jan 2026
Contributed by Lukas
Simply Wall St Market Insights for the week ending the 11th January 2026.To read the full article: Which Markets Will Sink or Swim in 2...
Three Sectors Expected to Rally in 2026
21 Dec 2025
Contributed by Lukas
Simply Wall St Market Insights for the week ending the 21st December 2025.To read the full article: Three Sectors Expected to Rally in ...
AI Companies Hit The Bond Market
15 Dec 2025
Contributed by Lukas
Simply Wall St Market Insights for the week ending 15th December 2025.To read the full article: AI Companies Hit The Bond MarketCreate ...
Three Reasons Why REITs Could Rally in 2026
08 Dec 2025
Contributed by Lukas
Simply Wall St Market Insights for the week ending 7th December 2025.To read the full article: Three Reasons Why REITs Could Rally in 2...
Defensive Stocks Are No Longer Cheap
01 Dec 2025
Contributed by Lukas
Simply Wall St Market Insights for the week ending 30th November 2025.To read the full article: Defensive Stocks Are No Longer CheapCre...
London’s IPO Drought and the Hunt for the UK’s Real Winners
24 Nov 2025
Contributed by Lukas
Simply Wall St Market Insights for the week ending 23rd November 2025.To read the full article: London’s IPO Drought and the Hunt for...
The Return of Share Buybacks in Tech
17 Nov 2025
Contributed by Lukas
Simply Wall St Market Insights for the week ending 16th November 2025.To read the full article: The Return of Share Buybacks in TechCre...
Default Distress: What Private Credit Troubles Could Mean for Regional Banks
10 Nov 2025
Contributed by Lukas
Simply Wall St Market Insights for the week ending 9th November 2025.To read the full article: Default Distress: What Private Credit Tr...
Room to Run: A Look at Where the Financial Sector Could Go
02 Nov 2025
Contributed by Lukas
Simply Wall St Market Insights for the week ending 2nd November 2025.To read the full article: Room to Run: A Look at Where the Financi...
Hedging Your Bets on The Debasement Trade
27 Oct 2025
Contributed by Lukas
Simply Wall St Market Insights for the week ending 26th October 2025.To read the full article: Hedging Your Bets on The Debasement Trad...
Circular Deals and Soaring Valuations: The Risk Beneath The AI Hype
20 Oct 2025
Contributed by Lukas
Simply Wall St Market Insights for the week ending the 19th October 2025.To read the full article: Circular Deals and Soaring Valuations: The Risk ...
Markets Break Records: Q3 2025 in Review, Q4 Outlook Ahead
12 Oct 2025
Contributed by Lukas
Simply Wall St Market Insights for the week ending 12th October 2025.To read the full article: Markets Break Records: Q3 2025 in Review, Q4 Outlook Ah...
Rare Earths: Tiny Market, Outsized Influence
05 Oct 2025
Contributed by Lukas
Simply Wall St Market Insights for the week ending 05th October 2025.To read the full article: Rare Earths: Tiny Market, Outsi...
Utilities: Defensive Dividends Meet the AI Power Surge
29 Sep 2025
Contributed by Lukas
Simply Wall St Market Insights for the week ending 28th September 2025.To read the full article: ⚡Utilities: Defensive Dividends Meet...
How to Navigate Lofty Valuations in 2025
15 Sep 2025
Contributed by Lukas
Simply Wall St Market Insights for the week ending 7th September 2025.To read the full article: 💸 How to Navigate Lofty Valuations in 2025Create...
Finding Quality Dividend Yields in a Rate-Cutting Environment
15 Sep 2025
Contributed by Lukas
Simply Wall St Market Insights for the week ending 14th September 2025.To read the full article: 💸 Finding Quality Dividend Yields in a Ra...
The Truth About 2025’s IPO Surge (And What to Watch For)
01 Sep 2025
Contributed by Lukas
Simply Wall St Market Insights for the week ending 31st August 2025.To read the full article: 🌊 The 2025 IPO Wave: Winners, Losers, and What Invest...
📊 Leveraged Upside and Downside With Bitcoin Treasury Companies
25 Aug 2025
Contributed by Lukas
Simply Wall St Market Insights for the week ending 25th August 2025.To read the full article: 📊 Leveraged Upside and Downside With Bitcoin Treasury...
₿ Bitcoin ETFs: Success Comes With Risks
18 Aug 2025
Contributed by Lukas
Simply Wall St Market Insights for the week ending 17th August 2025.To read the full article: ₿ Bitcoin ETFs: Success Comes With RisksTimestamps:...
🤖 The Bull and Bear Thesis on AI’s Decade of Disruption
11 Aug 2025
Contributed by Lukas
Simply Wall St Market Insights for the week ending 10th August 2025.To read the full article: 🤖 The Bull and Bear Thesis on AI’s Decade of Disrup...
💥 How Agentic AI Could Change Every Industry
04 Aug 2025
Contributed by Lukas
Simply Wall St Market Insights for the week ending 3rd Augst 2025.To read the full article: 💥 How Agentic AI Could Change Every IndustryTimestamps:...
🤖 Who Will Win In The Age Of Agentic AI?
28 Jul 2025
Contributed by Lukas
Simply Wall St Market Insights for the week ending 27th July 2025.To read the full article: 🤖 Who Will Win In The Age Of Agentic AI?Timestamps:0:00...
Unpacking The "One Big Beautiful Bill"
14 Jul 2025
Contributed by Lukas
Simply Wall St Market Insights for the week ending 13th July 2025.To read the full article: 🇺🇸 The Big Beautiful DeficitTimestamps:0:00 Introduc...
🎢 From Panic to Peak: Q2’s Wild Ride and What’s Next
07 Jul 2025
Contributed by Lukas
Simply Wall St Market Insights for the week ending 6th July 2025.To read the full article: 🎢 From Panic to Peak: Q2’s Wild Ride and What’s Next...
🏛️ The Winners and Losers From The Stablecoin GENIUS Act
30 Jun 2025
Contributed by Lukas
Simply Wall St Market Insights for the week ending 29th June 2025.To read the full article: 🏛️ The Winners and Losers From The Stablecoin GENIUS ...
🎢 Asia’s 2025 Rollercoaster: From Trade Turmoil to Market Rebounds
23 Jun 2025
Contributed by Lukas
Simply Wall St Market Insights for the week ending 22nd June 2025.To read the full article: 🎢 Asia’s 2025 Rollercoaster: From Trade Turmoil to Ma...
🚀 Finding Moonshots in the Space Race
17 Jun 2025
Contributed by Lukas
Simply Wall St Market Insights for the week ending 16th June 2025.To read the full article: 🚀 Finding Moonshots in the Space RaceTimestamps:0:00 In...
🎢 Opportunities In The Turbulent Transition To Greener Energy
09 Jun 2025
Contributed by Lukas
Simply Wall St Market Insights for the week ending 9th June 2025.To read the full article: 🎢 Opportunities In The Turbulent Transition To Greener E...
🤖 A.I. Enters the “Show Me The Money” Phase
02 Jun 2025
Contributed by Lukas
Simply Wall St Market Insights for the week ending 1st June 2025.To read the full article: 🤖 A.I. Enters the “Show Me The Money” PhaseCreate a ...
🧬 The Convergence of Genomic Medicine and AI Drug Discovery
26 May 2025
Contributed by Lukas
Simply Wall St Market Insights for the week ending 25th May 2025.To read the full article: 🧬 The Convergence of Genomic Medicine and AI Drug Discov...
🦾 Finding Opportunities In The Robotics Revolution
19 May 2025
Contributed by Lukas
Simply Wall St Market Insights for the week ending 19th May 2025.To read the full article: 🦾 The Investing Case For Automation And Robotics Stoc...
🤴 Buffett Steps Down - The Lessons And Legacy Of The G.O.A.T.
12 May 2025
Contributed by Lukas
Simply Wall St Market Insights for the week ending 12th May 2025.To read the full article: 🤴 Buffett Steps Down - The Lessons And Legacy Of The G.O...
🧠 Investing in Innovation to Beat Stagflation
05 May 2025
Contributed by Lukas
Simply Wall St Market Insights for the week ending 5th May 2025.To read the full article: 🧠 Investing in Innovation to Beat StagflationCreate...
🏛️ How Fiscal Dominance Impacts Your Portfolio
28 Apr 2025
Contributed by Lukas
Simply Wall St Market Insights for the week ending 27th April 2025.To read the full article: 🏛️ How Fiscal Dominance Impacts Your PortfolioCreate...
⛈️ Protect Your Capital With The All-Weather Portfolio Strategy
21 Apr 2025
Contributed by Lukas
Simply Wall St Market Insights for the week ending 20th April 2025.To read the full article: ⛈️ Protect Your Capital With The All-Weather Portfoli...
Gold Is Shining While Everything Else Loses Its Luster
14 Apr 2025
Contributed by Lukas
Simply Wall St Market Insights for the week ending 13th April 2025.To read the full article: Gold Is Shining While Everything Else Loses Its LusterCre...
🌎 Global Markets After Yet Another Tariff Update
07 Apr 2025
Contributed by Lukas
Simply Wall St Market Insights for the week ending 6th April 2025.To read the full article: Global Markets After Yet Another Tariff UpdateCreate a ...
👨🏫 Lessons From Q1’s Repricing, Rotation And Risks
31 Mar 2025
Contributed by Lukas
Simply Wall St Market Insights for the week ending 30th March 2025.To read the full article: Lessons From Q1’s Repricing, Rotation And RisksCreate a...
⚔️ Europe Leads The Defense Rally In 2025
24 Mar 2025
Contributed by Lukas
Simply Wall St Market Insights for the week ending 23rd March 2025.To read the full article: ⚔️ Europe Leads The Defense Rally In 2025Create a ...
🫧 Bubble Concerns, Sector Rotation, and Tariff Tactics
17 Mar 2025
Contributed by Lukas
Simply Wall St Market Insights for the week ending 16th March 2025.To read the full article: 🫧 Bubble Concerns, Sector Rotation, and Tariff Tact...
🚗 Automakers Caught In The Tariff Crossfire
10 Mar 2025
Contributed by Lukas
Simply Wall St Market Insights for the week ending 9th March 2025.To read the full article: 🚗 Automakers Caught In The Tariff CrossfireCreate a ...
🌳 The Nuances And Headwinds To ESG Investing
03 Mar 2025
Contributed by Lukas
Simply Wall St Market Insights for the week ending 2nd March 2025.To read the full article: The Nuances And Headwinds To ESG InvestingCreate a ...
⛓️ Supply Chain Opportunities In Oil and Gas
24 Feb 2025
Contributed by Lukas
Simply Wall St Market Insights for the week ending 23rd February 2025.To read the full article: ⛓️ Supply Chain Opportunities In Oil and GasCreate...
🛢️🔥 Oil & Gas: Near-Term Volatility vs Long-Term Trends
17 Feb 2025
Contributed by Lukas
Simply Wall St Market Insights for the week ending 16th February 2025.To read the full article: 🛢️🔥 Oil & Gas: Near-Term Volatility vs Lon...
🔐 Cybersecurity in 2025: Higher Stakes, Bigger Opportunity
09 Feb 2025
Contributed by Lukas
Simply Wall St Market Insights for the week ending 9th February 2025.To read the full article:🔐 Cybersecurity in 2025: Higher Stakes, Bigger Opport...
🤖 📝 DeepSeek and Trump’s EOs: The Winners And Losers
03 Feb 2025
Contributed by Lukas
Simply Wall St Market Insights for the week ending 2nd February 2025. To read the full article: 🤖 📝 DeepSeek and Trump’s EOs: The Winners And...
Quantum Computing’s Influence On PC Sales Trends
27 Jan 2025
Contributed by Lukas
Simply Wall St Market Insights for the week ending 26th January 2025. To read the full article: 🖥️ ⚛️ Quantum Computing’s Influence On PC ...
📈 Understanding Analyst Expectations For 2025
20 Jan 2025
Contributed by Lukas
Simply Wall St Market Insights for the week ending 19th January 2025. To read the full article: 📈 Understanding Analyst Expectations For 2025 Cre...
👀 Sectors And Industries To Watch In 2025
13 Jan 2025
Contributed by Lukas
Simply Wall St Market Insights for the week ending 12th January 2025. To read the full article: Sectors and Industries To Watch in 2025 Create a ...
🏊♂️ Which Markets Will Sink Or Swim In 2025
06 Jan 2025
Contributed by Lukas
Simply Wall St Market Insights for the week ending 5th January 2025. To read the full article: Which Markets Will Sink Or Swim In 2025 Create a ...
👨🏫 7 Investing Lessons From 2024
16 Dec 2024
Contributed by Lukas
Simply Wall St Market Insights for the week ending 15th December 2024. To read the full article: 7 Investing Lessons From 2024 Create a ...
Institutional Adoption Could Change The Bitcoin Narrative
09 Dec 2024
Contributed by Lukas
Simply Wall St Market Insights for the week ending 1st December 2024. To read the full article: Institutional Adoption Could Change The Bitcoin Narra...
💵 Building A Dollar Proof Portfolio For 2025
02 Dec 2024
Contributed by Lukas
Simply Wall St Market Insights for the week ending 1st December 2024. To read the full article: 💵 Building A Dollar Proof Portfolio For 2025 Crea...
AdTech Stocks Thrive As Digital Advertising Expands
25 Nov 2024
Contributed by Lukas
Simply Wall St Market Insights for the week ending 24th November 2024. To read the full article: AdTech Stocks Thrive As Digital Advertising Expands ...
Navigating The Trump 2.0 Market
18 Nov 2024
Contributed by Lukas
Simply Wall St Market Insights for the week ending 17th November 2024. To read the full article: Navigating The Trump 2.0 Market Create a ...
This AI Capex Cycle Isn't Slowing Down
11 Nov 2024
Contributed by Lukas
Simply Wall St Market Insights for the week ending 10th November 2024. To read the full article: The AI Capex Cycle Shows No Signs Of Slowing Down C...
The Opportunities In The Nuclear Resurgence
04 Nov 2024
Contributed by Lukas
Simply Wall St Market Insights for the week ending 3rd November 2024. To read the full article: The Opportunities In The Nuclear Resurgence Create a...
Evaluating REITs For Long-Term Returns
27 Oct 2024
Contributed by Lukas
Simply Wall St Market Insights for the week ending 27th October 2024. To read the full article: Evaluating REITs For Long-Term Returns Create a ...
Lower Rates Increase REITs Appeal
21 Oct 2024
Contributed by Lukas
Simply Wall St Market Insights for the week ending 20th October 2024. To read the full article: Lower Rates Increases REITs Appeal Create a ...
Making Sense of the Financial Sector - Part 2
14 Oct 2024
Contributed by Lukas
Simply Wall St Market Insights for the week ending 13th October 2024. To read the full article: Making Sense of the Financial Sector - Part 2 Cre...
Making Sense of the Financial Sector - Part 1
06 Oct 2024
Contributed by Lukas
Simply Wall St Market Insights for the week ending 6th October 2024. To read the full article: Making Sense of the Financial Sector - Part 1 Create ...
Another Eventful 3 Months: The Sectors That Excelled In Q3
29 Sep 2024
Contributed by Lukas
Simply Wall St Market Insights for the week ending 29th September 2024. To read the full article: Another Eventful 3 Months - The Sectors That Excell...
Global Diversification And Home Country Bias
23 Sep 2024
Contributed by Lukas
Simply Wall St Market Insights for the week ending 22nd September 2024. To read the full article: Global Diversification And Home Country Bias Creat...
The US Market’s ‘Exceptionalism’ Premium
16 Sep 2024
Contributed by Lukas
Simply Wall St Market Insights for the week ending 15th September 2024. To read the full article: The US Market’s ‘Exceptionalism’ Premium Cre...
Competition Is Heating Up For Tesla In The Robotaxi Market
08 Sep 2024
Contributed by Lukas
Simply Wall St Market Insights for the week ending 8th September 2024. To read the full article: Competition Is Heating Up For Tesla In The Robotaxi ...
How Weight-loss Treatments Could Disrupt Other Industries
01 Sep 2024
Contributed by Lukas
Simply Wall St Market Insights for the week ending 1st September 2024. To read the full article: How Weight-loss Treatments Could Disrupt Other Indus...
Investing In Weight-loss And Diabetes Treatments
25 Aug 2024
Contributed by Lukas
Simply Wall St Market Insights for the week ending 25th August 2024. To read the full article: Investing In Weight-loss And Diabetes Treatments Crea...
Copper's Long Term Prospects Look Favourable
19 Aug 2024
Contributed by Lukas
Simply Wall St Market Insights for the week ending 18th August 2024. To read the full article: Copper's Long Term Prospects Look Favourable Crea...
The 5 Factors That Drove The Market’s Volatility Last Week
12 Aug 2024
Contributed by Lukas
Simply Wall St Market Insights for the week ending 11th August 2024. To read the full article: The 5 Factors That Drove The Market’s Volatility Las...
Investing Throughout Semiconductor Market Cycles
04 Aug 2024
Contributed by Lukas
Simply Wall St Market Insights for the week ending 4th August 2024. To read the full article: Investing Throughout Semiconductor Market Cycles Creat...
Finding Value In The Semiconductor Supply Chain
28 Jul 2024
Contributed by Lukas
Simply Wall St Market Insights for the week ending 28th July 2024. To read the full article: Finding Value In The Semiconductor Supply Chain Creat...
Analog Chipmakers And Why Their Capital Allocation Matters
21 Jul 2024
Contributed by Lukas
Simply Wall St Market Insights for the week ending 21st July 2024. To read the full article: Analog Chipmakers And Why Their Capital Allocation Matt...
The Brains Of Our Machines: Logic And Connectivity Chips
15 Jul 2024
Contributed by Lukas
Simply Wall St Market Insights for the week ending 14th July 2024. To read the full article: The Brains Of Our Machines: Logic And Connectivity Chips...
Cashing In On Chips: Semiconductor Stocks Beyond The Hype
07 Jul 2024
Contributed by Lukas
Simply Wall St Market Insights for the week ending 7th July 2024. To read the full article: Cashing In On Chips: Semiconductor Stocks Beyond The Hype...
Heading Into Q3 With A Goldilocks Economy
01 Jul 2024
Contributed by Lukas
Simply Wall St Market Insights for the week ending 30th June 2024. To read the full article: Heading Into Q3 With A Goldil...
Opportunities And Risks In The Small Cap Universe
24 Jun 2024
Contributed by Lukas
Simply Wall St Market Insights for the week ending 23rd June 2024. To read the full article: Opportunities And Risks In The Small Cap Uni...
Finding Healthy Companies Within Healthcare
16 Jun 2024
Contributed by Lukas
Simply Wall St Market Insights for the week ending 16th June 2024. To read the full article: Finding Healthy Companies Within Healthcare Create a ...
Why The Healthcare Sector Has Been Underperforming
10 Jun 2024
Contributed by Lukas
Simply Wall St Market Insights for the week ending 9th June 2024. To read the full article: Why The Healthcare Sector Has Been Underperforming Create...
An Update On Global Equity Markets
02 Jun 2024
Contributed by Lukas
Simply Wall St Market Insights for the week ending 2nd June 2024. To read the full article: An Update On Global Equity Markets Create a ...
Green Hydrogen's Progress Faces Some Challenges
26 May 2024
Contributed by Lukas
Simply Wall St Market Insights for the week ending 19th May 2024. To read the full article: Green Hydrogen's Progress Faces Some Challenges Creat...
Australia: A Land Abound In Nature’s Gifts
20 May 2024
Contributed by Lukas
Simply Wall St Market Insights for the week ending 19th May 2024. To read the full article: Australia: A Land Abound In Nature’s Gifts Create a ...
Uranium Price Bolts Ahead Despite Nuclear Headwinds
12 May 2024
Contributed by Lukas
Simply Wall St Market Insights for the week ending 12th May 2024. To read the full article: Uranium Price Bolts Ahead Despite Nuclear Headwinds Creat...
The Divergence Between Gold and Gold Miners
06 May 2024
Contributed by Lukas
Simply Wall St Market Insights for the week ending 5th May 2024. To read the full article: The Divergence Between Gold and Gold Miners Create a ...
Destiny Tech100's Wild Ride And All Things ETFs
28 Apr 2024
Contributed by Lukas
Simply Wall St Market Insights for the week ending 28th April 2024. To read the full article: Destiny Tech100's Wild Ride And All Things ETFs Cr...
Tailwinds and Headwinds In The Wind Industry
22 Apr 2024
Contributed by Lukas
Simply Wall St Market Insights for the week ending 21st April 2024. To read the full article: Tailwinds and Headwinds In The Wind Industry Create a ...
Investing In The Solar-Coaster In 2024
15 Apr 2024
Contributed by Lukas
Simply Wall St Market Insights for the week ending 14th April 2024. To read the full article: Investing In The Solar-Coaster In 2024 Create a ...
Investing Around Consumer Weakness
08 Apr 2024
Contributed by Lukas
Simply Wall St Market Insights for the week ending 7th April 2024. To read the full article: Investing Around Consumer Weakness Create a ...
Key Takeaways From Q4 Earnings Season
29 Mar 2024
Contributed by Lukas
Simply Wall St Market Insights for the week ending 31st March 2024. To read the full article: Key Takeaways From Q4 Earnings Season Create a ...
What Do US Elections Mean For The Stock Market?
24 Mar 2024
Contributed by Lukas
Simply Wall St Market Insights for the week ending 24th March 2024. To read the full article: What Do US Elections Mean For The Stock Market? Create ...
The Uncertain Outlook For Energy And Commodities
17 Mar 2024
Contributed by Lukas
Simply Wall St Market Insights for the week ending 17th March 2024. To read the full article: The Uncertain Outlook For Energy And Commodities Cre...
5 Geopolitical Risks To Keep An Eye On In 2024
10 Mar 2024
Contributed by Lukas
Simply Wall St Market Insights for the week ending 3rd March 2024. To read the full article: 5 Geopolitical Risks To Keep An Eye On In 2024 Create a ...
Generative AI: Use Cases and Limitations
03 Mar 2024
Contributed by Lukas
Simply Wall St Market Insights for the week ending 3rd March 2024. To read the full article: Generative AI: Use Cases and Limitations Cre...
The Risks And Opportunities Across The AI Value Chain
25 Feb 2024
Contributed by Lukas
Simply Wall St Market Insights for the week ending 15th February 2024. To read the full article: The Risks And Opportunities Across The AI Value C...
Is the AI Rally A Bubble?
18 Feb 2024
Contributed by Lukas
Simply Wall St Market Insights for the week ending 18th February 2024. To read the full article: Is the AI Rally A Bubble? Create a ...
Navigating The ‘Not so Easy Money’ Era
11 Feb 2024
Contributed by Lukas
Simply Wall St Market Insights for the week ending 11th February 2024. To read the full article: Navigating The ‘Not so Easy Money’ Era Create a ...
Pixels to Profits: The Changing Economics of Gaming in 2024
04 Feb 2024
Contributed by Lukas
Simply Wall St Market Insights for the week ending 4th February 2024. To read the full article: Pixels to Profits: The Changing Economics of...
Mexico: The Deglobalization Winner Of 2024
28 Jan 2024
Contributed by Lukas
Simply Wall St Market Insights for the week ending 28th January 2024. To read the full article: Mexico: The Deglobalization Winner Of 2024 Create ...