This week marks a first: our debut guest, Charles Hall, Head of Research at Peel Hunt, joins Sophie (making her own debut as host) alongside Chris Fellingham and Mark “Spice” Holden. Together, they tackle one of the hottest topics in finance right now: what happened to the UK stock market, and can it make a comeback?From pensions and regulation to stamp duty and sovereign wealth funds, this episode dives into the structural challenges holding the UK back – and the changes needed to make London a top-tier market again.What’s Hot This EpisodeGlobal Markets: S&P 500, NASDAQ, Dow Jones and Nikkei all hitting new highsChina Stimulus Hopes: Hong Kong and EMs at multi-year highsGold & Silver: Back at record levels (14-year high for silver)Non-Farm Payrolls: Data issues, Trump drama, and what it means for Fed policyOPEC Moves: Supply increase offsets Middle East tensionsGuest Spotlight: Charles HallWhy UK pensions stopped funding UK equitiesHow regulation, taxation, and passive investing reshaped the marketThe shrinking pool of UK-listed companies – and why that mattersSteps that could make Britain investable again: regulation reform, tax incentives, and financial educationThe case for a British sovereign wealth fundPortfolio UpdatePerformance: +2.59% since launch (up 1.5% this week)Winners: VanEck Blockchain ETF +6.3%, BlackRock World Mining +4.7%, Japan +4%Laggards: Copper -0.6%, DAX -0.3%Debate of the Week: Should the team take profits on gold after a 40% run, or hold on?❓ Listener TakeawaysWhy all-time highs are normal – not a sell signalCash ISAs vs Stocks & Shares ISAs – what’s better for long-term wealthWhy UK investors are (unknowingly) funding the US economyHow better financial education could change investment behaviour📄 Download the Portfolio ETFs List here 📧 Get in touch: [email protected]:This podcast is provided for educational and informational purposes only. It does not constitute investment advice, financial planning guidance, or a recommendation to buy, sell, or hold any securities. All portfolio discussions are for educational purposes only. Past performance is not a reliable indicator of future results. Your capital is at risk.

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