The Vox Markets Podcast With Justin Waite

UK GDP Good news & bad news Are we at the bottom? 50 day moving average crossing 200 moving average Crypto  Elon Twitter Catch my fancy Hatt Mancock  The Good Nurse Gangs of London

The Weekend Podcast:  We talk about Andrew Doom Munger Bailey's Bank of England Statement. Accountants Rishi & Jeremy focusing on costs but not on growth The housing market is in for shake up Leverage: You're stupid if you use leverage & stupid people shouldn't use leverage.

The Weekend Podcast - we talk about how ridiculous UK politics has become. 

The mini budget If you think of in terms of investing into a company which of these would you invest into. A company with a: Liz Truss (CEO) & Jeremy Hunt (CFO) or Kier Starmer (CEO) & Rachel Reeves (CFO) XP Factory #XPF Trufin #TRU eEnergy #EAAS Boohoo #BOO

We talk about:  Our 10 peak challenge The market meltdown The bond market The mini budget XP Factory #XPF eEnergy #EAAS 

This is a short podcast as we were en route to the 10 Peaks Challenge. We talk about the markets selling off, QE & QT plus the government's growth plans.

https://www.justgiving.com/fundraising/10-grand-peaks On 24th September 2022, 3 intrepid explorers (ish) - Justin Waite, Paddy Kelly and Pete Hibbard - will attempt to tackle 10 iconic peaks in the Snowdonia National Park in aid of bigmoose's 'Project 1 Million'. This incredible project is aiming to raise £1m for mental health therapy and support, and we've decided to do our little bit to support it. The challenge will involve walking / hobbling over 20 miles and climbing several thousand feet of rugged Welsh countryside in a single day. As if the physical challenge wasn't enough, Paddy and Pete will also have to endure an entire day of listening to Justin's view of the world and fail to see eye-to-eye on a huge range of topics. Now, if that isn't worth a donation in itself, we don't know what is.... Please give whatever you can to this fantastic cause. Thank you!

The Queen was the best version of the Royal Family BBC - speak faster Energy Price Cap Freeze XP Factory #XPF - Acquisition & Trading Update eEnergy #EAAS - it's essential for businesses to measure their energy usage & wastage Gfinity #GFIN - Stock Informer now shows Prime Hydration Drink Our 10 Grand Peaks Challenge - a special prize raffle maybe happening - please sponsor us here: https://www.justgiving.com/fundraising/10-grand-peaks

On this weekend's podcast we talk about: https://www.justgiving.com/fundraising/10-grand-peaks - Our 10 Grand Peaks Challenge - Bargain Hunt - they lose money because the buy at retail prices and try to sell at retail prices. - Company's likely to report financial results, exceeding, meeting or below expectations. - Energy solutions - Government prioritising the wrong points

Are we in recession? Event Actual Forecast Previous GDP (MoM) -0.6% -1.2% 0.4% GDP (QoQ) (Q2)    -0.1% -0.2% 0.8% July is -0.6% August is -0.3% You’re going to need September to grow by 0.9% to not contract - impossible. —— We are in an energy inflation driven recession. The biggest rising cost for any company right now is energy. Domestic energy is capped - which is laughable. Business energy is not. Article in the times about some businesses are seeing a 5 fold increase. There’s a v sad story online today about a lady who works for a very popular Chinese take away in Aberdeen. Their bill has gone up 10 fold and its their last day on business on Saturday. Name a company addressing this issue for businesses and you’ve got yourself a winner.

Paddy asks, "How can the price of Wheat free Pita bread go up from £.280 to £3.10? The market is way ahead of central banks. It knew a recession was coming. The AIM All Share hit its high back on 6th September 2021. It started to price this in and fell 34% to it’s low on 5th July 2022. Now central banks are talking about when a recession will end, when do you think the market will start to price this in? However — the market tends to rise 3 - 6 months before the last interest rate hike. The last interest rate hike could be December this year. People are saying interest rates could get to 3%. We’re at 1.75% If they do another half a % in September, half a % in November & 25 basis points in December they’ll be there.

On this week's podcast - We discuss inflation: Fred bought:  £20 more Tesla £20 Microsoft Fred’s Shares Amazon Costco McDonald’s Microsoft Tesla Monty bought: £20 Apple £20 Berkshire Hathaway Monty’s Shares Apple Berkshire Hathaway Disney Google Philip Morris

The best time to make money in the stock market is after a bear market ends (which last around 12 -14 months).  The trouble is, many go too early. It’s better to be late and right than early and wrong. 15 years ago today was the high before the Great Financial Crash on the AIM All Share Index If you’d put £10k into the index after it had risen by 20% i.e. the start of a bull market, then that would be worth £19,283 now, even after this bear market drop of 34%. This is 92.8% gain ---- The AIM All Share index is down 34% from it's high on 28th August 2021, to it's low on 5th July 2022.  That's 311 days.  After the great financial crash AIM All Share rallied by:  20% in 50 days  43% in 100 days 70% in 200 days  84% in 311 days  That's how fast it can turn.

The Weekend Podcast with Paddy, not Pete & Steve. When family members / friends ask you for investment advice they will generally ask you near the top of the market when everyone is shouting about the gains they're making.  This is the worst time to invest. Right now this is one of the best times to invest, for the long term. But whenever they ask you always point them to a fund and tell them to invest via an ISA by paying into it monthly. ——— Near the top of a bull people put money into riskier & riskier assets, believing its going higher. Hence the huge interest in crypto at peak. Near the bottom of a bear market people put money into safer assets believe its going lower. Hence the interest in dividend payers.  However many will not be invested in them long enough to benefit from them & will jump back into riskier assets as soon as they start moving quickly which they will. ——— The market has had a brutal sell off, very few investors / traders have not been affected by it.  Try to k

27th June 2022 In this podcast Podcast: We discuss diversity, bear & bull markets. Fred - Bough £20 more Tesla - Bought £20 Microsoft Fred’s Shares Amazon Costco McDonald’s Microsoft Tesla Monty - Sold Starbucks and bought more Berkshire Hathaway - Bought £20 Philip Morris - Bought £20 Disney Monty’s Shares Apple Berkshire Hathaway Disney Google Philip Morris

I’ve recently made a new investment in eEnergy #EAAS a company fits all my investment strategy filters. And its in the hottest of sectors. In this podcast I talk about it, trying to convince Steve to do some research. The reason why the markets are selling off is largely down to inflation, a huge headwind. The biggest contributor to inflation are energy costs. eEnergy solves this problem for companies.  This on its own is a big enough tailwind but it becomes significantly larger when you add the fact that they also make it possible & profitable for companies to achieve NET ZERO (the biggest megatrend out there today) at a lower cost.  eEnergy are also growing very quickly - revenue: 2021 - 2022 = 70% Profitable - EBITDA: 2021 - 2021 = 250% And are good value: Current their enterprise value is only 1.3 x sales And their pipeline keeps growing, signing record contract signings (including renewals) in Q3 of £8.6 million meaning their contracted forward order book has grown from £18m in December 2021 t

Bitcoin  Crossing $20k - 70% Last time it did this, was on the way up, on 16th December 2020. Currently $19,300 Next support level? $BTC House of Cards event Bear Markets The best time to make a lot of money in the stock market is after a bear market but I want to preface this with a few caveats.

 Not many investment strategies work well in the down phases of a bear market. I do think the economy is going into a difficult recession BUT this mustn't be confused with the stock market.

As soon as the market sees peak inflation, i.e. figures not getting worse, a rally will happen. I do not believe this will be THE recovery rally but it should be a very decent, strong bounce, which will hopefully mean we've hit a bottom.

 I do not think this will be the end of the volatility and the market will still experience big drops but not beyond previous lows.

This volatility will likely continue for months.

Inflation will not go down in a straight line. 

So the market will not go up in a straight line.

Ther

What are the 4 things that will bring inflation down?

The S&P500 has bounced 6.6% from it’s low on 20th May. In 6 - 12 months time many will think, “I wish I’d bought more during that bear market” It happens after every bear market. It’s where the best returns are made. Of all the bear markets including the great depression, world war two, the dot com bubble & the great financial crash, the average has lasted 14 weeks & the drop has been 36%. AIM has dropped by 32% and lasted 9 weeks. Bear markets are the best times to research, find growing, improving companies, at excellent valuations, and invest in them. You have to be buying at these levels.

If you want to make real money, I’m not talking dirty trading for a couple of hundred quid or a few grand, I’m talking decent amounts of, life changing money. You can do it off the back of a bear market crash. After a crash, is when you can make the most money - I don’t mind if the market stays lower, it gives you time to invest in companies at a bargain price. This bear market is an opportunity. You have to be buying in this environment to make really good money. I’m taking about scaling in on a regular basis to a stock you know is undervalued and going to grow really well over the next few years.