The “revenge investors” are coming…

We reach the end of yet another tumultuous week. I invited Nickolai Hubble and Kit Winder on to our market broadcast to discuss the events they think you should be paying attention to, and it was quite the discussion. I know I thoroughly enjoyed it – and I hope you will too.

In today’s episode:

  • The UK economy has been thrown back in time by over a decade if you look at our GDP – but is this the metric you should really be paying attention to?
  • The rise of “revenge spending” which companies are anticipating once lockdown is over – and how “revenge investing may already be happening…
  • The latest proposal to keep the eurozone financial system together: a gigantic financial trash can, or “bad bank” in which the European banks can flush their debts (I suggest it be named “Garbage and Sons”, but I’m interested to hear your suggestions: boaz@southbankresearch.com)…
  • And how – despite all the other forces which threaten the eurozone – it may be the myth of European identity which represents the greatest danger to the project…

All that and more, in our last episode of the week. Click here to tune in.

Wishing you a good weekend,


Boaz Shoshan
Editor, Southbank Investment Research

Category: Uncategorised

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