Rosecut: Cutting through the noise: Recent Episodes
Rosecut Technologies
Welcome to the official 'Rosecut Podcast' where we try to cut through the market noise and banking jargon, to help educate and better equip you on personal finance.We will provide you with commentary, views, opinions and other insights on stock markets, investing, fintech, digital wealth management and much more. Ask questions, get advice, or send in what you think we should talk about next to contact@rosecut.com. Visit rosecut.com/insights for more content and sign up for free. Thank you for dropping by and we hope you enjoy! [Capital at risk]
Qiaojia Li (Rosecut) and Robert Walsh (QVentures) discuss angel investing and how it can fit into your overall wealth strategy. Topics covered included successful strategies they have seen used before, along with some pitfalls.
Originally held on the 20th of July 2023.
Please remember past performance is no guide to future performance. The value of an investment and the income from it can rise as well as fall and investors
may not get back the amount originally invested. Note that the tax benefits discussed in this presentation may vary as a result of statutory charges and their value will depend on individual circumstances.
The holidays are almost here, which means cold nights, flashing lights and if you're lucky some presents too! Since everyone turns their attention to the festive period, analysts usually anticipate a seasonal uplift in stock markets this time of year, often referred to as the Santa Claus rally. But after a challenging year of high inflation levels, interest rate hikes and geopolitical tensions, many of us will just be glad to see the back of 2022.
For the final month of the year, our portfolio manager Daniel Greenhough and advisor Mike O'Sullivan mull things over for December and what they expect going into 2023. They look at how interest rate shifts impact the economy and some market leaders such as Tesla and Amazon have been subdued recently. They also discuss the potential effects of the US dollar strengthening and the risky path to an exit being taken by the Bank of Japan's Head as he gets ready to step down.
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As we edge closer towards the end of the year, a great deal of us will be glad to see the back of 2022 and its challenges. What with all the political uncertainty, record high inflation levels and a continuing cost of living and energy crisis hanging over us, a fresh start is welcome in 2023. This past month, the UK has at least partially restored its credibility with investors as seen by financial markets, but the Autumn Statement also served to highlight just what a dire state the economy is in. Fear not though, our investment team are here to break down things for you with their balanced view.
For this month of November, our portfolio manager Daniel Greenhough and advisor Mike O'Sullivan discuss US inflation numbers (CPI and PPI consumer producer prices) and midterm election results, tech stock movements, and both political and social reactions to the tough COVID stance in China. They even touch upon recent news on the cryptocurrency space with FTX, Tether and other exchanges.
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Each year October is recognised as being a rather frightening month. And we don't just mean for Halloween. October is known for historic market plunges, from the market crashes of 1929, 1987 and 2008, and this month continues to be just as challenging. Inflation in the UK has risen above 10% for the second time this year, as households come under pressure from the sharpest annual rise in food prices for more than 40 years amid the cost of living crisis.
For this month of October, our portfolio manager Daniel Greenhough and advisor Mike O'Sullivan discuss the market impact of the UK government's short-lived mini budget, along with pension funds and government bonds, as well as touching on Q3 earnings of companies in the US.
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Following the sad news about the recent passing of HM Queen Elizabeth, there has been a relatively calm environment in markets so far this month. Our investment team touch upon whether her death will affect markets in any way, as a common question from our clients.
For the month of September, our portfolio manager Daniel Greenhough and advisor Mike O'Sullivan also discuss recent trends in bond and FX markets, the recently announced energy cap and the UK housing market. They will also look at the US CPI numbers, which were released this week and discuss the anticipation for a pivot in approach from the Federal Reserve.
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As the conflict with Russia continues to ravage the country of Ukraine and the Federal Reserve raise interest rates in an attempt to combat rising inflation, closer to home we are witnessing our own inflation levels hit 10.1% in 40-year high as the cost of living soars.
For the month of August, our portfolio manager Daniel Greenhough and advisor Mike O'Sullivan discuss quantitative tightening (QT), the upcoming Jackson Hole Economic Symposium and how a combination of short covering and a low volume of earnings created a recent market rally, which is not expected to continue as the dollar strengthens.
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The record-breaking heatwave this month has mirrored the growing intensity of political tensions for the UK government as Boris Johnson stepped down, the battle for a new PM ensues and inflation figures hit new highs of 8.2%. Our investment team summarise the key trends this month and how additional cash positioning within our investment portfolios has ensured even more defence during these unprecedented times.
For the month of July, our portfolio manager Daniel Greenhough and advisor Mike O'Sullivan discuss the continuing trends of the bear market, political unrest in Italy and other parts of the world and other key aspects we have seen since last month.
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For all the celebrations taking place due to the Queen's Platinum Jubilee, markets remained a sober place as the bear market continued. Our investment team summarise the key trends this month and how defensive positioning with our investment portfolios have proven to be the right move.
For the month of June, our portfolio manager Daniel Greenhough and advisor Mike O'Sullivan share their thoughts on the continued inflation figures and the possibility of credit risk creeping in as we have seen before. They also discuss mounting pressure on the Federal Reserve to hike interest rates in order to appease markets, whilst the consumer price index is running high.
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Summer will soon be here, which means sunshine, holidays and spending more time outdoors. However the cost of living crisis is the main thing on most people's minds. The UK is facing a perfect storm of increasing prices, soaring bills and tax rises. During such uncertain economic times as these, it is important to understand the fundamentals of financial markets therefore you can trust our investment team to break things down for you.
For the month of May, our portfolio manager Daniel Greenhough and advisor Mike O'Sullivan share some of the latest updates on different asset classes as we continue to face the effects of a bear market. They also discuss the recent news with the crypto market crash and how a collapse of the stablecoin Tether would have a big impact.
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As we move further into Spring and the new tax year, the second quarter of 2022 is looking to be another eventful one with a variety of geopolitical news, from the French election to the ongoing Russian conflict. But what is happening in the financial markets?
For the month of April, our portfolio manager Daniel Greenhough and advisor Mike O'Sullivan discuss bond and equity markets, the market impact of the lockdown angst in China, and how the US Dollar has rallied to show signs of strength, continuing to power higher against the Japanese Yen. They also demonstrate how well positioned Rosecut investment portfolios are to deal with any market sentiment resulting from inflation, interest rates, Fed behaviour and the war inUkraine.
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Spring has sprung, but what exactly is in store for financial markets as we head towards tax year end? With the crisis in Ukraine dominating the world stage, our investment team take a closer look at what has been going on in global markets and what policies central banks are implementing for remediation.
For the month of March, our portfolio manager Daniel Greenhough and advisor Mike O'Sullivan discuss the increase of interest rates by the Federal Reserve, and what could cause any potential relief rallies. They also discuss how we are defensively positioned in our own investment portfolios and what factors may cause the team to reassess things.
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With the world closely watching Russia and Ukraine, and the UK government preparing to lift all Covid restrictions, there is still considerable market volatility as this year is progressing. For the month of February, our portfolio manager Daniel Greenhough and advisor Mike O’Sullivan discuss the ongoing inflation levels, potential reappearance of credit risk and what such tensions with Ukraine and Russia mean for markets.
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Now that the holiday season is over, we look ahead to the new year in front of us and what we can expect from markets this month. To start 2022 and this month of January, our portfolio manager Daniel Greenhough and advisor Mike O’Sullivan discuss why the NASDAQ and tech stocks like the US communications company Zoom are down, as well as the latest with inflation and what is expected from the Federal Reserve in the coming months.
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As we fast approach the festive break and the end of another challenging year, our investment team take a moment to reflect upon 2021 and look at upcoming trends to consider for the new year ahead. For this month of December, our portfolio manager Daniel Greenhough and advisor Mike O’Sullivan discuss increasing inflation, how tech stocks are performing, the energy sector and how green parties are reconsidering Uranium as an energy source. They also look to the upcoming new year and what we can all expect from 2022.
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Although November is the last full month of autumn in the Northern Hemisphere, this always proves to be a busy time of year as countries gear up for the end of year celebrations, from Thanksgiving to Christmas. Leaves may change and fall to make way for the winter but there’s definitely lots of activity going on in global markets and economies. For this month of November, our portfolio manager Daniel Greenhough and advisor Mike O’Sullivan discuss a variety of things, including the Bank of England not raising interest rates as expected, Facebook rebranding as Meta and how smaller manufacturers like Rivian are being valued high in comparison to their more established counterparts like Ford.
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To find out more about Rosecut, please visit our website: rosecut.com
Halloween is creeping steadily towards us in the shadows as the nights become more cold and dark, and the thick coats come out from the back of the wardrobe. But there's no reason to be afraid of the global markets when our investment team are keeping an eye on the key trends. For this month of October, our portfolio manager Daniel Greenhough and advisor Mike O’Sullivan discuss the wind down (or tapering) of the purchase of government bonds by the Federal Reserve, the property market and debt levels in China and expected movements in the commodities market with coal, natural gas and oil.
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To find out more about Rosecut, please visit our website: rosecut.com
It's back to business as we move into the cooler autumn months. Schools and universities have returned to study, whilst workers slowly transition away from full-time home working. For this month of September, our portfolio manager Daniel Greenhough and advisor Mike O’Sullivan discuss the US equity market, economic growth expectations, certain inflation measures and the significant levels of debt as a result of Covid restrictions.
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To find out more about Rosecut, please visit our website: rosecut.com
As the summer comes to an end and the autumn slowly creeps in, it is interesting to see that markets have continued to be fairly quiet on the whole. They have however been looking quite healthy despite this calm, with considerable growth in various areas. For this month of August, our portfolio manager Daniel Greenhough and advisor Mike O’Sullivan discuss the strong pace of growth in the US and Europe. They also consider a number of factors involving China, which include the crackdown on education tech companies, a new spike in COVID cases and whether Chinese authorities will put more financial stimulus out there.
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To find out more about Rosecut, please visit our website: rosecut.com
As we move further into summer and restrictions continue to slowly loosen, we are seeing reduced volatility and relatively calm markets. For this month of July, our portfolio manager Daniel Greenhough and advisor Mike O’Sullivan discuss bond yields, the rising strength of the dollar and some all-time highs in the S&P 500 Index, along with whether rising inflation levels are transitory or not.
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To find out more about Rosecut, please visit our website: rosecut.com
Continued vaccine distribution and rapid testing pointed towards the substantial reopening of face-to-face sectors and the economy more broadly this month as June was set to be the turning point of our 'freedom'. This month our portfolio manager Daniel Greenhough and advisor Mike O'Sullivan discuss market volatility and rising inflation as the backdrop, then the latest crypto news with how both banks and regulators will respond to cryptocurrencies now that El Salvador has made Bitcoin legal tender.
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To find out more about Rosecut, please visit our website: rosecut.com
This month our portfolio manager Daniel Greenhough and advisor Mike O'Sullivan discuss the current weakness in markets, the ongoing rotation from growth to value and the latest in crypto, which includes the recent rally of cryptocurrency Ethereum, new blockchain player Dfinity and how Tesla plan to no longer accept crypto for the payment of its cars.
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To find out more about Rosecut, please visit our website: rosecut.com
Our Operations and Marketing Manager David Stoney welcomes ex-UBS colleague and entrepreneur Robin Walker, Founder of Green Robin Solutions Limitedto the Rosecut Podcast Series recorded on Monday 26th April. Rob talks about his work / life balance and how important it is to put your hand up for help whether it be at work or in your personal life. He also gives us more background on his upbringing, previous experiences and what inspired him to start his own business.
To find out more about Rosecut, please visit our website: rosecut.com
If you would like to contact Robin or find out more about Green Robin Solutions, please visit their website: greenrobinsolutions.com
This month our portfolio manager Daniel Greenhough and advisor Mike O'Sullivan discuss inflation and the introduction of a number of IPOs directly listing onto the stock market, such as the food delivery app Deliveroo and US cryptocurrency firms Coinbase and Robinhood.
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To find out more about Rosecut, please visit our website: rosecut.com
This month our portfolio manager Daniel Greenhough and advisor Mike O'Sullivan discuss the rally of government bond yields, market changes within the tech and energy sectors and our first event on the Clubhouse App.
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To find out more about Rosecut, please visit our website: rosecut.com
This month our portfolio manager Daniel Greenhough and advisor Mike O'Sullivan discuss the unexpected rise of GameStop, Bitcoin volatility and how banks will treat cryptocurrencies in the future. Part of the conversation also covers their thoughts on upcoming trends whilst keeping an eye on rising bond yields and the US Dollar.
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To find out more about Rosecut, please visit our website: rosecut.com
To kick off 2021, we have the first market update of the year in which our portfolio manager Daniel Greenhough and advisor Mike O'Sullivan discuss market impact of the Covid-19 vaccine rollout and continued lockdown in places such as the UK and US, further political rest in the United States as the Biden Administration take control of Federal Government and increased interest in cryptocurrencies such as Bitcoin.
To find out more about Rosecut, please visit our website: rosecut.com
For the final market update of 2020, our portfolio manager Daniel Greenhoughand advisor Mike O'Sullivan discuss their outlook for 2021 with the expected market impact of a Brexit deal, Joe Biden as the new President-Elect and his scrutiny of Big Tech Companies such as Facebook and the global rollout of Covid-19 vaccines. They also discuss Mike's recent TED Talk on the end of globalisation, which you can watch by clicking here.
To find out more about Rosecut, please visit our website: rosecut.com
Our Operations and Marketing Manager David Stoney welcomes our recent webinar guest speaker Indre Butkeviciute of the Lily Advisory to the Rosecut Podcast Series recorded on Tuesday 22nd December. Indre talks about the webinar and the importance of having a mindset of wealth. She also gives us more background on her upbringing, previous experiences and what inspired her to start her own business.
To find out more about Rosecut, please visit our website: rosecut.com
If you would like to contact Indre or find out more about the Lily Advisory, please visit their website: lilyadvisory.com
In this month's market update, our portfolio manager Daniel Greenhough and advisor Mike O'Sullivan discuss the sharp rally in equity markets, the result of the US election with Joe Biden as President-Elect and market response to the promise of a vaccine for Covid-19.
To find out more about Rosecut, please visit our website: rosecut.com
In this month's market update, our portfolio manager Daniel Greenhough and advisor Mike O'Sullivan discuss the upcoming US election and the expected market response, as well as exploring the idea of negative interest rates in the UK banking system.
To find out more about Rosecut, please visit our website: rosecut.com
Our Rosecut CEO and Co-Founder Qiaojia Li guest starred on the Asian Tech Leaderspodcast with Justin Pang on Friday 6th November. Qiaojia talks candidly about how her mother's life as an entrepreneur inspired her to start her own business, how Rosecut democratises financial planning tools previously only available to the super rich and her personal advice for those considering an MBA for themselves. Qiaojia also touches on the US election and Chinese Tech Industry during the open discussion.
To find out more about Rosecut, please visit our website: rosecut.com
In this month's market update, our portfolio manager Daniel Greenhough and advisor Mike O'Sullivan discuss the notable rise and run-off of tech stocks, the upcoming factors to consider for markets and the economy given the continuation of low interest rates and plentiful liquidity.
To find out more about Rosecut, please visit our website: rosecut.com
With the coronavirus outbreak still affecting market volatility worldwide, our portfolio manager Daniel Greenhough and advisor Mike O'Sullivan discussed what measures governments and central banks were implementing to help sustain the global economy.
For the market update this month, our portfolio manager Daniel Greenhough and advisor Mike O'Sullivan discuss the rally in the Chinese stock market, which is starting to look a bit stretched despite help from a weaker US dollar.
This month for the market update, our portfolio manager Daniel Greenhough and advisor Mike O'Sullivan discuss the US dollar, the banking sector as one of the worst performing sectors and Trump's executive order to continue jobless benefits, but at a lower level.
To find out more about Rosecut, please visit our website: rosecut.com
Following a further ease of lockdown measures this month, our portfolio manager Daniel Greenhough and advisor Mike O'Sullivan discuss their view on how markets will adjust to the aftermath of coronavirus and whether consumer habits will change as we learn lessons from the crisis.
For the market update this month, our portfolio manager Daniel Greenhough and advisor Mike O'Sullivan discuss their view on the different phases that the global economy has gone through as a result of the ongoing coronavirus outbreak and the future outlook for markets.
Our CEO Qiaojia Li features on the Business Breakfast at Jazz FM with Nick Howard to discuss the coronavirus and its market impact, which includes typical investor habits during volatile periods of uncertainty, travel restrictions and their implications & governmental actions to mitigate economic downturn.
As confinement continues to ease in many countries, we are seeing signs of economic recovery beginning to build. This month our portfolio manager Daniel Greenhough and advisor Mike O'Sullivan discuss in another podcast what this means for stock markets and how investors should behave.
Our investment team focus on the coronavirus outbreak for the February market update. Our in-house portfolio manager Daniel Greenhough and advisor Mike O'Sullivan discuss the impact of the virus upon markets and their views on what is to come in the future.