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S…bend it like Biden?

Last Updated: September 30, 2025

Is US President Joe Biden’s huge infrastructure stimulus bending the US Treasury yield curve more than Beckham at the dead ball? Moderating inflation hasn’t stopped long-term US Treasury bond yields from whipping higher (and therefore prices falling sharply) in the past couple of months – could it be worries around government spending and the much larger amount of bonds being sold at auction? Meanwhile, earnings season has dominated stock markets recently, so the team discuss the winners and losers this time round and why. Lastly, they share why US landfill and recycling business Waste Management is more exciting than you may first think.

  • The Sharpe End Podcast
Articles

Rish and Chips

Last Updated: September 30, 2025

The team discuss the very different approaches to government investment in the US and UK and how this impacts the relative attractiveness of those economies. Next-generation weight loss drugs have grabbed the headlines of late, but unpicking the long-term impacts of these treatments on businesses is fraught with difficulty. Then, in the interests of balance, the team turn to alcohol and burgers as they discuss their recent switch from drinks giant Diageo to fast-food behemoth McDonalds.

  • The Sharpe End Podcast
Articles

scAIRbnb

Last Updated: September 30, 2025

With an array of UK retailers struggling and the housing market slump deepening, the team discuss managing exposure to the UK and why they are keeping an eye on the escalating government clampdown on Airbnb. Also, in recognition of National Inclusion Week, the team share how they think about diversity when investing and why Nike, one of the few consumer stocks they hold, is one company that has navigated this area successfully.

  • The Sharpe End Podcast
Articles

Dog days aren’t over

Last Updated: September 30, 2025

The team cast their minds back to the days before we knew what COVID was and when inflation was considered conquered to review an investment report they published in 2019 called Ditch the Models. Which of these models the team suggested ditching panned out the way they expected? And are there any others that could do with being ditched today? The swiftly growing animal health sector is the final topic as the team discuss how to avoid the dogs in the space and hopefully end up as the cats who got the cream.

  • The Sharpe End Podcast