Mearns & Company Monday Espresso Podcast
Business & Finance
About
The Mearns & Company 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
This Mearns & Company Monday Espresso podcast episode covers earnings season, South Korea, and US job markets. The team shares their investment views, noting they are not financial advice and may change.
- 05/05/26: US earnings, central bank meetings & AI expenditure
The Monday Espresso podcast covers recent US earnings, central bank meetings, and AI expenditure. The Multi-Asset Solutions Investment Team's views are shared as of the recording date and do not constitute investment advice.
- 27/04/26: S&P highs, oil price surges & AI stocks
The Mearns & Company Monday Espresso podcast reviews market events including S&P highs, oil price surges, and AI stocks. The episode provides the Multi-Asset Solutions Investment Team's views at the time of recording.
- 20/04/26: Hormuz uncertainty, market rebounds & stock swings
The Mearns & Company Monday Espresso podcast covers Hormuz uncertainty and market rebounds, presenting the Multi-Asset Solutions Investment Team's views at the time of recording. Investment risks and past performance considerations are hig…
- 13/04/26: Ceasefire, oil prices & US inflation data
The Monday Espresso podcast reviews recent events like ceasefire, oil prices, and US inflation data. The Multi-Asset Solutions Investment Team shares their views, emphasizing that this is not investment advice and capital is at risk.
- 07/04/26: Middle East, US job numbers & interest rates
The Mearns & Company Monday Espresso Podcast episode reviews the Middle East situation, US job numbers, and interest rates. The views expressed are those of the Multi-Asset Solutions Investment Team at the time of recording and are subject…
- 30/03/26: Iran conflict, upcoming IPOs & UK retail sales
This episode of the Mearns & Company Monday Espresso Podcast covers the Iran conflict, upcoming IPOs, and UK retail sales. The team shares their investment views, which are subject to change and not to be taken as financial advice.
- 23/03/26: Central banks, oil volatility & Nvidia’s growth themes
The Mearns & Company Monday Espresso podcast covers central banks, oil volatility, and Nvidia's growth themes. The team shares their investment views, noting that opinions are subject to change and capital is at risk.
- 16/03/26: Oil supply disruption, US inflation & the UK economy
The Mearns & Company Monday Espresso podcast covers oil supply disruption, US inflation, and the UK economy. The episode presents the Multi-Asset Solutions Investment Team's views at the time of recording.
- 09/03/26: Middle East tensions, oil surge & tech rotation
This episode of the Mearns & Company Monday Espresso podcast covers Middle East tensions, the oil surge, and a tech rotation. The views discussed are those of the Multi-Asset Solutions Investment Team at the time of recording and do not co…
- 02/03/26: Middle East conflict, Nvidia earnings & inflation update
In this episode, the Multi-Asset Solutions Investment Team discusses the Middle East conflict, Nvidia's earnings, and provides an update on inflation. The team reviews recent events and considers the week ahead.
- 23/02/26: US & Iran tensions, inflation rates and earning expectations
The Mearns & Company Monday Espresso podcast covers US & Iran tensions, inflation rates, and earning expectations. This content represents the Multi-Asset Solutions Investment Team's views at the time of recording and is not investment adv…
- 16/02/26: Bond markets, US payroll data & Japan's election
This episode of the Mearns & Company Monday Espresso podcast covers bond markets, US payroll data, and Japan's election. The Multi-Asset Solutions Investment Team provides their views, noting that this is not investment advice and past per…
- 09/02/26: Big Tech earnings, AI momentum & macro updates
The Mearns & Company Monday Espresso podcast discusses 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 inve…
- 02/02/26: Big Tech earnings, Fed chair speculation & January market moves
The Mearns & Company Monday Espresso podcast covers Big Tech earnings, Federal Reserve chair speculation, and January market movements. The team shares their views, noting that this is not investment advice and past performance is not indi…
- 26/01/26: Trump tariffs, UK inflation & US smaller companies
The Mearns & Company Monday Espresso Podcast covers Trump tariffs, UK inflation, and US smaller companies. The views expressed are those of the Multi-Asset Solutions Investment Team at the time of recording and do not constitute investment…
- 19/01/26: Market rotations, US inflation data & AI momentum
The Mearns & Company Monday Espresso podcast discusses recent market events such as rotations, US inflation data, and AI momentum. The views expressed are those of the Multi-Asset Solutions Investment Team at the time of recording and do n…
- 12/01/26: US jobs data, Nvidia–Mercedes partnership & AI goes physical
The Mearns & Company Monday Espresso Podcast discusses US jobs data, a partnership between Nvidia and Mercedes, and the trend of AI becoming more physical. The views expressed are from the Multi-Asset Solutions Investment Team at the time…
- 05/01/26: 2025 review, Venezuela intervention & energy outlook
The Monday Espresso podcast covers the 2025 review, Venezuela intervention, and energy outlook. The views expressed are those of the Multi-Asset Solutions Investment Team at the time of recording and do not constitute investment advice.
- 22/12/25: UK rate cut, mixed US data & Santa rally hopes
The Monday Espresso podcast reviews recent economic events such as a UK rate cut and varied US data, while also considering the potential for a Santa rally. The team
- 15/12/25: Fed rate cut, AI investment scrutiny & tech earnings
The Mearns & Company Monday Espresso podcast covers the Fed rate cut, AI investment scrutiny, and tech earnings. The views discussed are those of the Multi-Asset Solutions Investment Team at the time of recording and do not constitute inve…
- 08/12/25: Fed rate cut hopes, Netflix $83bn deal & US jobs update
The Mearns & Company Monday Espresso podcast covers the Fed rate cut hopes, Netflix's $83bn deal, and a US jobs update. The team shares their investment views, noting that opinions are subject to change and capital is at risk.
- 01/12/25: UK Budget special
This episode of the Monday Espresso podcast covers the UK Budget. The Multi-Asset Solutions Investment Team shares their views, emphasizing that this is not investment advice and that investment values can fluctuate.
- 24/11/25: Market rotation, AI investment focus & strong Nvidia results
The Mearns & Company Monday Espresso podcast episode discusses market rotation, the focus on AI investments, and strong Nvidia results. The team shares their views on recent events and the upcoming week, emphasizing that this is not invest…
- 17/11/25: AI bubble debate, US government shutdown & strong US earnings
The Mearns & Company Monday Espresso podcast discusses the AI bubble debate, the US government shutdown, and strong US earnings. Views are those of the Multi-Asset Solutions Investment Team at the time of recording and do not constitute in…
- 10/11/25: Market sell-off, UK interest rate debate & slowing China trade
The team discusses recent market events, including the market sell-off, the UK interest rate debate, and slowing trade in China. The episode features insights from Sheldon MacDonald and Nathan Sweeney of Marlborough.
- 03/11/25: Fed rate cut, US–China tariffs & Magnificent Seven earnings
Sheldon MacDonald and Nathan Sweeney of Marlborough discuss the Fed rate cut, US-China tariffs, and Magnificent Seven earnings on the Mearns & Company Monday Espresso podcast. Investment views are for discussion only and not investment adv…
- 27/10/25: Oil price rises, Japan’s growth agenda & Tesla earnings
Sheldon MacDonald and Nathan Sweeney of Marlborough discuss oil price movements, Japan’s economic growth strategy, and Tesla’s financial results on the Monday Espresso podcast. The views are current at the time of recording and not investm…
- 20/10/25: Regional bank jitters, trade optimism & oil price shifts
In the Monday Espresso podcast, Sheldon MacDonald and Nathan Sweeney discuss regional bank jitters, trade optimism, and oil price shifts. Their views are based on the time of recording and are not investment advice.
- 13/10/25: Japan's new leadership boost, AI partnerships & earnings season
The Monday Espresso podcast episode covers Japan's new leadership, AI partnerships, and the current earnings season. Investment views are presented by Sheldon MacDonald and Nathan Sweeney from Marlborough.
- 06/10/25: AI optimism, healthcare tariffs & US government shutdown
Sheldon MacDonald and Nathan Sweeney discuss AI optimism, healthcare tariffs, and a potential US government shutdown on the Mearns & Company Monday Espresso podcast. Their views are current as of recording and not investment advice.
- 29/09/25: Bond yields rise, US tariffs return & payrolls ahead
Sheldon MacDonald and Nathan Sweeney of Marlborough discuss market events including rising bond yields and US tariffs, and preview upcoming payroll data. Their views are for discussion and not investment advice.
- 22/09/25: Japan policy shift, UK food inflation & Nvidia–Intel deal
Sheldon MacDonald and Nathan Sweeney discuss recent events including Japan policy shifts, UK food inflation, and the Nvidia–Intel deal on the Monday Espresso podcast. This podcast is for informational purposes and does not constitute inves…
- 15/09/25: Earnings update, Fed pressure & UK GDP
Sheldon MacDonald and Nathan Sweeney discuss recent earnings updates, Federal Reserve pressure, and UK GDP on the Monday Espresso podcast. This episode covers current events and looks ahead, offering investment views from Marlborough's CIO…
- 08/09/25: Bond market moves, US jobs data & Tesla’s pay proposal
The Monday Espresso podcast reviews bond market changes, US jobs data, and Tesla’s pay proposal. Investment officers Sheldon MacDonald and Nathan Sweeney from Marlborough share their views.
- 01/09/25: French uncertainty, Nvidia earnings & US inflation data
The Monday Espresso podcast episode covers French uncertainty, Nvidia earnings, and US inflation data, with insights from Marlborough Chief Investment Officers Sheldon MacDonald and Nathan Sweeney. The discussion reflects their views at th…
- 25/08/25: Jackson Hole outlook, German GDP & US consumer trends
Sheldon MacDonald and Nathan Sweeney discuss the Jackson Hole outlook, German GDP, and US consumer trends. The views are those of the investment managers at the time of recording and do not constitute investment advice.
- 18/08/25: Small-cap strength, inflation data & Trump–Putin talks
Sheldon MacDonald and Nathan Sweeny discuss small-cap strength, inflation data, and Trump-Putin talks. Their views are specific to the recording time and do not constitute investment advice.
- 11/08/25: Rate cut fallout, Magnificent Seven shine & gold market shock
The Mearns & Company Monday Espresso Podcast episode discusses the impact of rate cuts, the strong performance of the Magnificent Seven stocks, and a surprising development in the gold market. Sheldon MacDonald and Nathan Sweeney share the…
- 04/08/25: Central bank meetings, FX markets & US job numbers
Sheldon MacDonald and Nathan Sweeney discuss recent central bank meetings, FX markets, and US job numbers on the Monday Espresso podcast. The episode covers the investment managers' views at the time of recording.
- 28/07/25: Japan-US trade deal, earnings optimism & Fed expectations
The Monday Espresso podcast, featuring Sheldon MacDonald and Nathan Sweeney, discusses the Japan-US trade deal, earnings optimism, and Federal Reserve expectations. Views expressed are those of the investment managers at the time of record…
- 21/07/25: Fed pressure, inflation surprises & EU tariffs
Sheldon MacDonald and Nathan Sweeney discuss recent economic events, including Fed pressure, inflation surprises, and EU tariffs, on the Monday Espresso podcast. Their views are specific to the time of recording and do not constitute inves…
- 14/07/25: Fresh Trump tariffs, Fed caution & UK growth data
Sheldon MacDonald and Nathan Sweeney of Marlborough discuss recent events such as fresh Trump tariffs, Fed caution, and UK growth data in this episode of the Monday Espresso podcast. Their investment views are presented as recorded and may…
- 07/07/25: Vietnam trade deal, inflation fears & UK bond market
The Mearns & Company Monday Espresso podcast covers the Vietnam trade deal, inflation concerns, 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 recent events like easing tensions, trade deal progress, and inflation data on the Monday Espresso podcast. Their investment views are presented as opinions at the time of recording.
- 23/06/25: Central bank caution, Middle East concerns & dollar resilience
The Mearns & Company Monday Espresso Podcast episode of 23/06/25 covers central bank caution, Middle East concerns, and dollar resilience. Investment Officers Sheldon MacDonald and Nathan Sweeney provide their views.
- 16/06/25: Middle East tensions, US inflation & AI momentum
This episode of the Mearns & Company Monday Espresso Podcast covers Middle East tensions, US inflation, and AI momentum. Sheldon MacDonald and Nathan Sweeney share their views.
- 09/06/25: Musk–Trump clash, tariff talk & rate cut caution
Sheldon MacDonald and Nathan Sweeney of Marlborough discuss recent events including a Musk-Trump clash, tariff talk, and caution around rate cuts. Their investment views are shared as of the recording date.
- 02/06/25: Market rebound, trade updates & Nvidia’s AI push
The Mearns & Company Monday Espresso podcast reviews recent market events, including a rebound, trade updates, and Nvidia's AI initiatives. Sheldon MacDonald and Nathan Sweeney provide their investment views.
- 26/05/25: EU tariffs, Trump’s tax plan & bond volatility
Sheldon MacDonald and Nathan Sweeney discuss EU tariffs, Trump's tax plan, and bond volatility on the Monday Espresso podcast.