One Knightsbridge Capital Monday Espresso Podcast
Business & Finance
About
The One Knightsbridge Capital 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 reviews recent events, focusing on earnings season, South Korea, and US job markets. Views expressed are those of the Multi-Asset Solutions Investment Team at the time of recording and do not constitute investme…
- 05/05/26: US earnings, central bank meetings & AI expenditure
The One Knightsbridge Capital Monday Espresso podcast episode discusses US earnings, central bank meetings, and AI expenditure, offering the Multi-Asset Solutions Investment Team's views at the time of recording. Investment advice disclaim…
- 27/04/26: S&P highs, oil price surges & AI stocks
The Monday Espresso podcast covers S&P highs, oil price surges, and AI stocks. The views expressed are those of the Multi-Asset Solutions Investment Team at the time of recording.
- 20/04/26: Hormuz uncertainty, market rebounds & stock swings
The One Knightsbridge Capital Monday Espresso podcast discusses Hormuz uncertainty, market rebounds, and stock swings. The views expressed are those of the Multi-Asset Solutions Investment Team at the time of recording.
- 13/04/26: Ceasefire, oil prices & US inflation data
The One Knightsbridge Capital Monday Espresso podcast covers recent events such as ceasefire, oil prices, and US inflation data. The Multi-Asset Solutions Investment Team shares their views, noting that this is not investment advice and ca…
- 07/04/26: Middle East, US job numbers & interest rates
The Monday Espresso podcast discusses the Middle East, US job numbers, and interest rates. The views presented are from the Multi-Asset Solutions Investment Team and are subject to change.
- 30/03/26: Iran conflict, upcoming IPOs & UK retail sales
In this episode, the team discusses the conflict in Iran, upcoming IPOs, and UK retail sales. The content reflects the views of the Multi-Asset Solutions Investment Team at the time of recording.
- 23/03/26: Central banks, oil volatility & Nvidia’s growth themes
This episode of the Monday Espresso podcast reviews recent events concerning central banks and oil volatility, and explores Nvidia's growth themes. The discussion reflects the views of the Multi-Asset Solutions Investment Team at the time…
- 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. The Multi-Asset Solutions Investment Team shares their views, noting these are subject to change and not investment advice.
- 09/03/26: Middle East tensions, oil surge & tech rotation
This episode of the Monday Espresso podcast discusses Middle East tensions, the surge in oil prices, and a rotation in the tech sector. The views presented are from the Multi-Asset Solutions Investment Team at the time of recording.
- 02/03/26: Middle East conflict, Nvidia earnings & inflation update
The Multi-Asset Solutions Investment Team discusses the Middle East conflict, Nvidia earnings, and an inflation update on this week's episode of the Monday Espresso podcast.
- 23/02/26: US & Iran tensions, inflation rates and earning expectations
The Monday Espresso podcast covers US & Iran tensions, inflation rates, and earning expectations. Views are those of the Multi-Asset Solutions Investment Team and are subject to change.
- 16/02/26: Bond markets, US payroll data & Japan's election
This episode of the One Knightsbridge Capital Monday Espresso podcast discusses bond markets, US payroll data, and Japan's election. The views expressed are those of the Multi-Asset Solutions Investment Team at the time of recording and do…
- 09/02/26: Big Tech earnings, AI momentum & macro updates
This episode of the Monday Espresso podcast covers Big Tech earnings, AI momentum, and macro updates. The Multi-Asset Solutions Investment Team shares their views, emphasizing that this is not investment advice and capital is at risk.
- 02/02/26: Big Tech earnings, Fed chair speculation & January market moves
This episode of the Monday Espresso podcast covers Big Tech earnings, speculation about the Fed chair, and market movements from January. The opinions expressed are those of the Multi-Asset Solutions Investment Team at the time of recordin…
- 26/01/26: Trump tariffs, UK inflation & US smaller companies
This episode of the One Knightsbridge Capital Monday Espresso Podcast reviews current events including Trump tariffs and UK inflation, and looks ahead to the week concerning US smaller companies. The views are from the Multi-Asset Solution…
- 19/01/26: Market rotations, US inflation data & AI momentum
This episode of the Monday Espresso podcast covers market rotations, US inflation data, and AI momentum. The team shares their views, emphasizing that this is not investment advice and past performance is not indicative of future results.
- 12/01/26: US jobs data, Nvidia–Mercedes partnership & AI goes physical
This episode of the Monday Espresso podcast covers US jobs data and the Nvidia-Mercedes partnership focused on AI. It also explores the growing trend of AI entering the physical realm. The content reflects the Multi-Asset Solutions Investm…
- 05/01/26: 2025 review, Venezuela intervention & energy outlook
The Monday Espresso podcast covers a 2025 review, potential Venezuelan intervention, and the energy outlook. The views expressed are from the Multi-Asset Solutions Investment Team and may change.
- 22/12/25: UK rate cut, mixed US data & Santa rally hopes
This episode of the Monday Espresso podcast covers the UK rate cut, mixed US data, and hopes for a Santa rally. The views expressed are those of the Multi-Asset Solutions Investment Team at the time of recording and do not constitute inves…
- 15/12/25: Fed rate cut, AI investment scrutiny & tech earnings
This episode of the Monday Espresso podcast reviews recent market events, including the Fed rate cut, scrutiny of AI investments, and tech earnings. The views expressed are those of the Multi-Asset Solutions Investment Team at the time of…
- 08/12/25: Fed rate cut hopes, Netflix $83bn deal & US jobs update
The One Knightsbridge Capital Monday Espresso podcast covers the latest Fed rate cut expectations, Netflix's substantial $83bn deal, and an update on US jobs. The team shares their investment views for the week, emphasizing that this is no…
- 01/12/25: UK Budget special
This episode of the One Knightsbridge Capital Monday Espresso Podcast covers the UK Budget special. The Multi-Asset Solutions Investment Team shares their views from the time of recording, reminding listeners that capital is at risk and pa…
- 24/11/25: Market rotation, AI investment focus & strong Nvidia results
This episode of the Monday Espresso podcast covers market rotation, a focus on AI investments, and strong results from Nvidia. The views expressed are those of the Multi-Asset Solutions Investment Team at the time of recording and do not c…
- 17/11/25: AI bubble debate, US government shutdown & strong US earnings
This episode of the Monday Espresso podcast covers the AI bubble debate, the US government shutdown, and strong US earnings. The Multi-Asset Solutions Investment Team shares their views, emphasizing that this content is not investment advi…
- 10/11/25: Market sell-off, UK interest rate debate & slowing China trade
This episode of the Monday Espresso podcast discusses the recent market sell-off, the UK interest rate debate, and slowing China trade. Views are from Sheldon MacDonald and Nathan Sweeney of Marlborough.
- 03/11/25: Fed rate cut, US–China tariffs & Magnificent Seven earnings
This episode of the Monday Espresso podcast features Sheldon MacDonald and Nathan Sweeney discussing the Fed rate cut, US-China tariffs, and earnings from the Magnificent Seven companies.
- 27/10/25: Oil price rises, Japan’s growth agenda & Tesla earnings
The Monday Espresso podcast episode covers oil price movements, Japan's economic growth initiatives, and Tesla's financial results. It includes perspectives from Sheldon MacDonald and Nathan Sweeney, Chief Investment Officers at Marlboroug…
- 20/10/25: Regional bank jitters, trade optimism & oil price shifts
The One Knightsbridge Capital Monday Espresso Podcast reviews recent market events, including regional bank jitters, trade optimism, and oil price changes. Insights are provided by Sheldon MacDonald and Nathan Sweeney, Chief Investment Off…
- 13/10/25: Japan's new leadership boost, AI partnerships & earnings season
Sheldon MacDonald and Nathan Sweeney discuss Japan's leadership changes, AI partnerships, and the current earnings season. Their views reflect the time of recording and are not investment advice.
- 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. Their investment views are current at the time of recording and do not constitute…
- 29/09/25: Bond yields rise, US tariffs return & payrolls ahead
The Monday Espresso podcast reviews recent market events including rising bond yields and US tariffs, while looking ahead to payroll data. The discussion features investment insights from Sheldon MacDonald and Nathan Sweeney of Marlborough.
- 22/09/25: Japan policy shift, UK food inflation & Nvidia–Intel deal
The Monday Espresso podcast from One Knightsbridge Capital covers Japan policy shifts, UK food inflation, and the Nvidia–Intel deal. Views are from Marlborough CIOs Sheldon MacDonald and Nathan Sweeney.
- 15/09/25: Earnings update, Fed pressure & UK GDP
Sheldon MacDonald and Nathan Sweeney discuss recent earnings updates, Federal Reserve pressure, and UK GDP figures in this episode of the Monday Espresso podcast.
- 08/09/25: Bond market moves, US jobs data & Tesla’s pay proposal
This episode of the Monday Espresso podcast covers recent bond market changes, US jobs data, and Tesla's pay proposal. Views are from Sheldon MacDonald and Nathan Sweeney of Marlborough.
- 01/09/25: French uncertainty, Nvidia earnings & US inflation data
Sheldon MacDonald and Nathan Sweeney discuss French uncertainty, Nvidia earnings, and US inflation data in this episode of the Monday Espresso podcast.
- 25/08/25: Jackson Hole outlook, German GDP & US consumer trends
The Monday Espresso podcast episode covers the Jackson Hole outlook, German GDP, and US consumer trends. Sheldon MacDonald and Nathan Sweeney share their investment views, emphasizing that this is not investment advice and capital is at ri…
- 18/08/25: Small-cap strength, inflation data & Trump–Putin talks
Sheldon MacDonald and Nathan Sweeney discuss recent events and the week ahead on the Monday Espresso podcast. Topics include small-cap strength, inflation data, and Trump–Putin talks. Investment opinions are those of the manager at the tim…
- 11/08/25: Rate cut fallout, Magnificent Seven shine & gold market shock
This episode covers the fallout from recent rate cuts, the strong performance of the 'Magnificent Seven' stocks, and a notable event in the gold market. The discussion features Sheldon MacDonald and Nathan Sweeney.
- 04/08/25: Central bank meetings, FX markets & US job numbers
Sheldon MacDonald and Nathan Sweeney discuss central bank meetings, FX markets, and US job numbers in this episode of the Monday Espresso podcast. Their views are based on the time of recording and do not constitute investment advice.
- 28/07/25: Japan-US trade deal, earnings optimism & Fed expectations
This episode of the Monday Espresso podcast covers the Japan-US trade deal, earnings optimism, and Federal Reserve expectations. Investment officers Sheldon MacDonald and Nathan Sweeney share their views.
- 21/07/25: Fed pressure, inflation surprises & EU tariffs
This episode of the Monday Espresso podcast discusses Federal Reserve pressure, inflation surprises, and EU tariffs, featuring insights from Sheldon MacDonald and Nathan Sweeney.
- 14/07/25: Fresh Trump tariffs, Fed caution & UK growth data
The Monday Espresso podcast discusses recent events including fresh Trump tariffs, Fed caution, and UK growth data. Views expressed are those of the investment managers at the time of recording.
- 07/07/25: Vietnam trade deal, inflation fears & UK bond market
The Monday Espresso podcast episode covers the Vietnam trade deal, inflation fears, and the UK bond market. Investment professionals share their views, emphasizing that this is not investment advice and capital is at risk.
- 30/06/25: Easing tensions, trade deal progress & inflation data
This episode of the Monday Espresso podcast covers easing tensions, trade deal progress, and inflation data, featuring insights from Sheldon MacDonald and Nathan Sweeney of Marlborough.
- 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 the latest Monday Espresso podcast episode. Investment views are presented as of the recording date and do not constitute inv…
- 16/06/25: Middle East tensions, US inflation & AI momentum
The Monday Espresso podcast episode covers Middle East tensions, US inflation, and AI momentum. Views are from investment professionals and are subject to change.
- 09/06/25: Musk–Trump clash, tariff talk & rate cut caution
Sheldon MacDonald and Nathan Sweeney discuss current events like the Musk-Trump clash, tariff talks, and caution regarding rate cuts on the Monday Espresso podcast. Their views reflect the time of recording and do not constitute investment…
- 02/06/25: Market rebound, trade updates & Nvidia’s AI push
This episode of the Monday Espresso podcast features Sheldon MacDonald and Nathan Sweeney discussing the market rebound, trade updates, and Nvidia's AI push. Their views are specific to the time of recording and do not constitute investmen…
- 26/05/25: EU tariffs, Trump’s tax plan & bond volatility
Sheldon MacDonald and Nathan Sweeney of Marlborough discuss EU tariffs, Trump's tax plan, and bond volatility in this episode of the One Knightsbridge Capital Monday Espresso Podcast.