First Wealth Monday Espresso Podcast
Business & Finance
About
The First Wealth Monday Espresso is your essential five-minute investment briefing, equipping you with everything you need to know for the week ahead. Marlborough's Multi-Asset Solutions Investment Team summarise market events over the past seven days and preview the key events in the week ahead, while also sharing their expert insights.
Episodes
- 11/05/26: Earnings season, South Korea & US job markets
The Monday Espresso podcast episode covers recent events such as earnings season, the South Korean market, and the US job market. The views expressed are those of the Multi-Asset Solutions Investment Team at the time of recording and do no…
- 05/05/26: US earnings, central bank meetings & AI expenditure
The First Wealth Monday Espresso Podcast episode covers US earnings, central bank meetings, and AI expenditure. The Multi-Asset Solutions Investment Team provides their opinions, noting that this is not investment advice and capital is at…
- 27/04/26: S&P highs, oil price surges & AI stocks
This episode of the Monday Espresso podcast covers S&P highs, oil price surges, and AI stocks. The Multi-Asset Solutions Investment Team shares their views, noting that this is not investment advice and past performance is not indicative o…
- 20/04/26: Hormuz uncertainty, market rebounds & stock swings
This episode of the Monday Espresso podcast covers recent events like Hormuz uncertainty and stock market fluctuations. The Multi-Asset Solutions Investment Team provides their views, emphasizing that this is not investment advice and capi…
- 13/04/26: Ceasefire, oil prices & US inflation data
In this episode, the Multi-Asset Solutions Investment Team discusses recent developments, including a ceasefire, oil prices, and US inflation data, while outlining their outlook for the week.
- 07/04/26: Middle East, US job numbers & interest rates
The Monday Espresso podcast episode covers the Middle East, US job numbers, and interest rates. The team shares their views, noting that these are subject to change and not investment advice.
- 30/03/26: Iran conflict, upcoming IPOs & UK retail sales
This episode of the Monday Espresso podcast covers the Iran conflict, upcoming IPOs, and UK retail sales. The views expressed are those of the Multi-Asset Solutions Investment Team at the time of recording and do not constitute investment…
- 23/03/26: Central banks, oil volatility & Nvidia’s growth themes
The First Wealth Monday Espresso podcast discusses central banks, oil volatility, and Nvidia's growth themes. The views are those of the Multi-Asset Solutions Investment Team at the time of recording.
- 16/03/26: Oil supply disruption, US inflation & the UK economy
This episode of the Monday Espresso podcast covers oil supply disruptions, US inflation, and the UK economy, presenting the Multi-Asset Solutions Investment Team's views at the time of recording. The content is not investment advice and is…
- 09/03/26: Middle East tensions, oil surge & tech rotation
This episode of the First Wealth Monday Espresso podcast covers recent Middle East tensions, a surge in oil prices, and a rotation in the tech sector. The views expressed are those of the Multi-Asset Solutions Investment Team at the time o…
- 02/03/26: Middle East conflict, Nvidia earnings & inflation update
This episode of the Monday Espresso podcast covers the Middle East conflict, Nvidia earnings, and an inflation update, presenting the Multi-Asset Solutions Investment Team's opinions at the time of recording.
- 23/02/26: US & Iran tensions, inflation rates and earning expectations
This episode of the First Wealth Monday Espresso podcast covers current events including US & Iran tensions, inflation rates, and earning expectations. The views expressed are those of the Multi-Asset Solutions Investment Team at the time…
- 16/02/26: Bond markets, US payroll data & Japan's election
The First Wealth Monday Espresso podcast episode reviews recent market events including bond markets, US payroll data, and Japan's election, offering the Multi-Asset Solutions Investment Team's views at the time of recording.
- 09/02/26: Big Tech earnings, AI momentum & macro updates
This episode of the Monday Espresso podcast covers recent Big Tech earnings, AI momentum, and macro updates. The views expressed are those of the Multi-Asset Solutions Investment Team at the time of recording and do not constitute investme…
- 02/02/26: Big Tech earnings, Fed chair speculation & January market moves
This episode of the First Wealth Monday Espresso podcast covers Big Tech earnings, speculation surrounding the Fed chair, and market activity in January. The views expressed are those of the Multi-Asset Solutions Investment Team at the tim…
- 26/01/26: Trump tariffs, UK inflation & US smaller companies
This episode of the First Wealth Monday Espresso Podcast covers Trump tariffs, UK inflation, and US smaller companies. The Multi-Asset Solutions Investment Team shares their views, noting that investments carry risk and performance is not…
- 19/01/26: Market rotations, US inflation data & AI momentum
This episode of the First Wealth Monday Espresso Podcast covers market rotations, US inflation data, and AI momentum. The views expressed are from the Multi-Asset Solutions Investment Team at the time of recording.
- 12/01/26: US jobs data, Nvidia–Mercedes partnership & AI goes physical
The Monday Espresso podcast discusses recent events including US jobs data and the Nvidia–Mercedes partnership, alongside the trend of AI becoming more physical. The views expressed are specific to the recording time and do not constitute…
- 05/01/26: 2025 review, Venezuela intervention & energy outlook
The Monday Espresso podcast reviews 2025 events, discusses a potential Venezuela intervention, and analyzes the energy outlook. The views expressed are those of the Multi-Asset Solutions Investment Team at the time of recording and do not…
- 22/12/25: UK rate cut, mixed US data & Santa rally hopes
The Multi-Asset Solutions Investment Team discusses recent market developments, including a UK rate cut and mixed US economic data. They also look at market expectations regarding a potential Santa rally.
- 15/12/25: Fed rate cut, AI investment scrutiny & tech earnings
This episode of the First Wealth Monday Espresso podcast covers the Fed rate cut, scrutiny of AI investments, and tech earnings. The team shares their views at the time of recording, noting that investment values can fluctuate and past per…
- 08/12/25: Fed rate cut hopes, Netflix $83bn deal & US jobs update
The First Wealth Monday Espresso podcast discusses the Fed rate cut hopes, Netflix's $83bn deal, and the latest US jobs update. Views are from the Multi-Asset Solutions Investment Team at the time of recording.
- 01/12/25: UK Budget special
This episode of the First Wealth Monday Espresso podcast covers the UK Budget. The Multi-Asset Solutions Investment Team shares their views, noting that these are subject to change and not investment advice.
- 24/11/25: Market rotation, AI investment focus & strong Nvidia results
This episode of the First Wealth Monday Espresso podcast covers market rotation, AI investment strategies, and strong Nvidia results. The Multi-Asset Solutions Investment Team shares their views, emphasizing that this is not investment adv…
- 17/11/25: AI bubble debate, US government shutdown & strong US earnings
This episode of the Monday Espresso podcast discusses the AI bubble, the US government shutdown, and strong US earnings, presenting the Multi-Asset Solutions Investment Team's views.
- 10/11/25: Market sell-off, UK interest rate debate & slowing China trade
The First Wealth Monday Espresso podcast episode covers recent market events, including a sell-off, the UK interest rate debate, and slowing China trade. Views are from CIOs Sheldon MacDonald and Nathan Sweeney of Marlborough.
- 03/11/25: Fed rate cut, US–China tariffs & Magnificent Seven earnings
The First Wealth Monday Espresso podcast discusses the Fed rate cut, US-China tariffs, and Magnificent Seven earnings. Views are from Sheldon MacDonald and Nathan Sweeney of Marlborough.
- 27/10/25: Oil price rises, Japan’s growth agenda & Tesla earnings
Sheldon MacDonald and Nathan Sweeney of Marlborough Investment Management discuss oil prices, Japan’s growth agenda, and Tesla earnings on the First Wealth Monday Espresso podcast. Their views are for discussion purposes and not investment…
- 20/10/25: Regional bank jitters, trade optimism & oil price shifts
Sheldon MacDonald and Nathan Sweeney of Marlborough discuss recent market events, including regional bank jitters, trade optimism, and oil price shifts, in the latest Monday Espresso podcast episode.
- 13/10/25: Japan's new leadership boost, AI partnerships & earnings season
Sheldon MacDonald and Nathan Sweeney discuss recent events including Japan's new leadership, AI partnerships, and the current earnings season on the Monday Espresso podcast.
- 06/10/25: AI optimism, healthcare tariffs & US government shutdown
Sheldon MacDonald and Nathan Sweeney discuss AI optimism, healthcare tariffs, and the US government shutdown in this episode of the Monday Espresso podcast. The discussion reflects the investment managers' views at the time of recording.
- 29/09/25: Bond yields rise, US tariffs return & payrolls ahead
Sheldon MacDonald and Nathan Sweeney discuss market events like rising bond yields and US tariffs, and preview upcoming payroll data in this episode of the First Wealth Monday Espresso Podcast.
- 22/09/25: Japan policy shift, UK food inflation & Nvidia–Intel deal
This episode of the Monday Espresso podcast reviews recent events including Japan's policy shift, UK food inflation, and the Nvidia-Intel deal. Views are from Marlborough's CIOs Sheldon MacDonald and Nathan Sweeney.
- 15/09/25: Earnings update, Fed pressure & UK GDP
Sheldon MacDonald and Nathan Sweeney provide an update on earnings, Federal Reserve actions, and UK GDP figures. The episode offers investment views from Marlborough's Chief Investment Officers.
- 08/09/25: Bond market moves, US jobs data & Tesla’s pay proposal
This episode of the First Wealth Monday Espresso podcast covers recent bond market movements, US jobs data, and Tesla's pay proposal. Views expressed are those of the investment managers at the time of recording and do not constitute inves…
- 01/09/25: French uncertainty, Nvidia earnings & US inflation data
Sheldon MacDonald and Nathan Sweeney discuss recent events including French uncertainty, Nvidia earnings, and US inflation data, and look ahead to the week in this episode of the Monday Espresso podcast.
- 25/08/25: Jackson Hole outlook, German GDP & US consumer trends
Sheldon MacDonald and Nathan Sweeney of Marlborough discuss the Jackson Hole outlook, German GDP, and US consumer trends in this episode of the First Wealth Monday Espresso podcast. The views are correct at the time of recording and are no…
- 18/08/25: Small-cap strength, inflation data & Trump–Putin talks
The Monday Espresso podcast episode covers small-cap strength, inflation data, and Trump-Putin talks, featuring insights from Sheldon MacDonald and Nathan Sweeney, Chief Investment Officers at Marlborough.
- 11/08/25: Rate cut fallout, Magnificent Seven shine & gold market shock
Sheldon MacDonald and Nathan Sweeney discuss the impact of rate cuts, the performance of the Magnificent Seven stocks, and recent developments in the gold market. This episode of the Monday Espresso podcast was recorded on 11/08/25.
- 04/08/25: Central bank meetings, FX markets & US job numbers
The Monday Espresso podcast episode covers central bank meetings, FX markets, and US job numbers. Investment managers Sheldon MacDonald and Nathan Sweeney share their views, emphasizing that this is not investment advice and capital is at…
- 28/07/25: Japan-US trade deal, earnings optimism & Fed expectations
Sheldon MacDonald and Nathan Sweeney of Marlborough discuss the Japan-US trade deal, earnings optimism, and Federal Reserve expectations in this episode of the Monday Espresso podcast.
- 21/07/25: Fed pressure, inflation surprises & EU tariffs
In this episode of the Monday Espresso podcast, Sheldon MacDonald and Nathan Sweeney discuss Fed pressure, inflation surprises, and EU tariffs. Their views are those of the investment managers at the time of recording and do not constitute…
- 14/07/25: Fresh Trump tariffs, Fed caution & UK growth data
Sheldon MacDonald and Nathan Sweeney discuss recent events and look ahead to the week. Topics include fresh Trump tariffs, Fed caution, and UK growth data. Investment opinions are those of Marlborough CIOs at time of recording.
- 07/07/25: Vietnam trade deal, inflation fears & UK bond market
The First Wealth Monday Espresso podcast discusses the Vietnam trade deal, inflation fears, and the UK bond market. Sheldon MacDonald and Nathan Sweeney share their investment views.
- 30/06/25: Easing tensions, trade deal progress & inflation data
Sheldon MacDonald and Nathan Sweeney discuss easing tensions, trade deal progress, and inflation data on the First Wealth Monday Espresso podcast. Their views reflect the time of recording and do not constitute investment advice.
- 23/06/25: Central bank caution, Middle East concerns & dollar resilience
Sheldon MacDonald and Nathan Sweeney discuss central bank caution, Middle East concerns, and dollar resilience in this episode of the Monday Espresso podcast. Their views are based on the time of recording and do not constitute investment…
- 16/06/25: Middle East tensions, US inflation & AI momentum
The First Wealth Monday Espresso podcast covers Middle East tensions, US inflation, and AI momentum. Investment managers Sheldon MacDonald and Nathan Sweeney share their views, emphasizing these are opinions at the time of recording and no…
- 09/06/25: Musk–Trump clash, tariff talk & rate cut caution
The First Wealth Monday Espresso podcast discusses recent events including the Musk-Trump clash and tariff discussions, with a note of caution regarding rate cuts. Sheldon MacDonald and Nathan Sweeney share their investment views.
- 02/06/25: Market rebound, trade updates & Nvidia’s AI push
This episode of the Monday Espresso podcast covers market rebounds, trade updates, and Nvidia's AI push. It features opinions from Sheldon MacDonald and Nathan Sweeney of Marlborough, with a disclaimer that this is not investment advice.
- 26/05/25: EU tariffs, Trump’s tax plan & bond volatility
This episode of the Monday Espresso podcast features Sheldon MacDonald and Nathan Sweeney discussing EU tariffs, Trump’s tax plan, and bond volatility. The discussion reflects the investment managers' views at the time of recording and doe…