In this episode, David Buik and Michael Wilson are joined by Helen Thomas, founder of Blondemoney, for a wide-ranging discussion spanning UK politics and global markets.
With local elections across England, Scotland and Wales approaching, Helen gives her take on what the results could mean for Labour, the Conservatives and Reform, and whether the traditional two-party system is truly finished.
The conversation turns to whether a poor result for Labour could trigger a leadership challenge for Keir Starmer, whether Reform has peaked too early, and the prospect of a Conservative-Reform coalition by 2029.
On markets, the trio discuss the resilience of equities, the risk of an oil price spike should tensions escalate in the Strait of Hormuz, and which sectors investors should be positioned in, and which to avoid.