This week’s episode of the AJ Bell Money & Markets podcast compares challenges in the UK and US retail sectors, examines Nvidia’s latest results and talks about why so few of us are using cash day-to-day. We’ve also got interviews with AJ Bell’s CEO and an Asia-focused fund manager who hates China.

Danni Hewson explains the latest UK inflation figures and what they mean for savers, investors and borrowers. [01:02]

Nvidia caused quite a stir with its latest financial results and Dan Coatsworth is on the podcast to explain exactly what’s going on. [06:47]

There’s been a lot of grumbling from the heads of UK high street companies following the Budget last month and this week the government was presented with a letter from some of the country’s biggest retailers. Find out what some of the biggest names in industry had to say. [10:45]

The podcast also looks at what some of the major names in US retail are saying about the state of the consumer Stateside, including Walmart, Target and TJX. [16:11]

Even though the Budget is now in the rear-view mirror, many investors are still getting to grips with what it means for them. One person who is acutely aware of the challenges it has created is Michael Summersgill, chief executive of AJ Bell. Don’t miss what he has to say on this week's podcast. [22:37]

Do you still pay for things with coins or notes, or are you completely dependent on cards? New research would suggest not many of us carry change in our pocket. Danni and Dan talk notes, coins and card-readers galore. [29:44]

Finally, Asia can be a fruitful place to find dividends and Jason Pidcock from Jupiter Asian Income Fund has been investing in the Asia Pacific region since the early 1990s. Dan met up with Jason to talk about the hunt for income, his thoughts on China, and why a Trump victory puts the spotlight on one of the most important companies in the global semiconductor supply chain. [36:02]

On this week’s episode, Charlene Young and Laith Khalaf talk you through the impact on business of rising National Insurance and minimum wage bills. Plus labour market data for the period to September showed us the gloomy reality for businesses before the Budget as stalling investment and hiring plans fueled rising redundancies and unemployment.

The Bank of England voted 8-1 to cut interest rates last week but forecasts published alongside the announcement give us an insight into just how inflationary the bank thinks Rachel Reeves’ Budget will prove, and the likelihood of her achieving her pledge of ‘growth, growth, growth’.

Dan Coatsworth interviews Jack Caffrey from the JP Morgan American Investment Trust for his take on the US election and why the market reacted like it did to that Donald Trump victory.

To continue our US theme, Laith looks at how some of those early “Trump Trades” have fared in the last week as the Trump starts to appoint his trusted team with some familiar names.

Bitcoin gets a double mention – not only has it been breaking records but a UK pension scheme has announced it will be allocated 3% of its assets to diversify its investment base, in a break with tradition in the pension space.

It’s also looking like a record year for flows into Exchange Traded Funds. What are ETFs are what has made them so popular? On the other side of the coin, we look at outflows from Fundsmith Equity and why first-time buyers might find the frozen Lifetime ISA property limit locks them out of their dream family home.

On this week’s episode of the AJ Bell Money & Markets podcast, Danni Hewson and Charlene Young assess the market reaction to Donald Trump winning the US presidential election and heading back to the White House.

There have been some clear winners and losers as investors pile into so-called “Trump Trades” with bitcoin, banks and Tesla among the biggest gainers.

The potential for a tariff fuelled trade war has sent stocks like Diageo down whilst the renewable sector is also under pressure with one of Trumps slogans – “drill baby drill” sparking speculation the US oil and gas sector will boom.

It may feel like a long time, but the UK Budget was only a week ago and Danni and Charlene discuss changes to inheritance tax which will be exacerbated by frozen thresholds and whether people who pulled out tax-free cash from their pensions amidst pre-Budget speculation about changes, can put it back if they’ve changed their mind.

Plus, Danni’s been chatting to Simon Gergel from The Merchants Trust about how some of the UK’s biggest listed companies might be impacted by the Budget.

Finally, Tom Sieber and Ian Conway from Shares magazine discuss Lotus Bakeries, the brains behind Biscoff and a great stock performer in recent years.