This month, James Tulloch is joined by Valeria Moore to discuss the Artificial Intelligence investment cycle, from infrastructure spending and enterprise adoption to power constraints, regulation and security.
The episode examines whether strong demand can sustain current levels of AI investment (03:16), how businesses are choosing between different models (07:49) and why the next phase of adoption may favour cloud providers (05:36). The discussion also considers the risks surrounding cyclicality, capital expenditure, supply bottlenecks and the returns generated by AI projects (10:10).
This podcast is brought to you by TrinityBridge - trinitybridge.com - and features James Tulloch, Head of Investment Specialists, in conversation with Valeria Moore, Deputy Head of Equity Research.
We've created this podcast to set out possible approaches. Please do not view it as financial advice, or its content as investment recommendations. Just because an investment or an investment strategy has performed well in the past, it does not mean it will continue to do so. Our predictions are based on information that is currently available, however events and markets can and do change rapidly.
15 Sept 2026
Insight Talks: September 2026
This month, James Tulloch is joined by Alejandro Velez to discuss the ongoing US-Iran conflict, the failure of recent diplomatic efforts (01:48) and the implications for global energy markets and investors.
The episode explores the importance of the Strait of Hormuz (04:09), why markets have remained relatively resilient despite prolonged disruption (04:46) and the risks that could emerge if existing energy market buffers are exhausted (06:45). The discussion also covers European gas storage (07:45), refining capacity constraints (08:10) and portfolio positioning in a more uncertain geopolitical environment (10:01).
We've created this podcast to set out possible approaches. Please do not view it as financial advice, or its content as investment recommendations. Just because an investment or an investment strategy has performed well in the past, it does not mean it will continue to do so. Our predictions are based on information that is currently available, however events and markets can and do change rapidly.
5 Aug 2026
Insight Talks: August 2026
This month, James Tulloch is joined by Isabel Albarran to discuss the UK's new Prime Minister, Andy Burnham, and what the change in political leadership could mean for markets, fiscal policy and investors (01:30). They examine bond market reactions (02:02), government spending plans, cabinet appointments and the challenges facing the new administration (03:18).
The episode also explores economic growth, welfare spending (06:15), the Autumn Budget and the implications for both fixed income and equity investors (08:35).
This podcast is brought to you by TrinityBridge – trinitybridge.com – and features James Tulloch, Head of Investment Specialists, in conversation with Isabel Albarran, Investment Officer.
We've created this podcast to set out possible approaches. Please do not view it as financial advice, or its content as investment recommendations. Just because an investment or an investment strategy has performed well in the past, it does not mean it will continue to do so. Our predictions are based on information that is currently available, however events and markets can and do change rapidly.
Who has been a guest on Monthly Update Podcast
Names identified in recent episode analyses. Showing up to five guests.
Giles Parkinson
Jon Kirk
Professor Sarah Harper
Charlie Willans
Sam Barton
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Spotify
5.0 / 5
7 ratings
Podcast Authority Score: 47 / 100
A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.
Quality
82
Social presence
0
YouTube
0
Engagement
32
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James Tulloch host the show. Published by TrinityBridge.
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The show publishes monthly, based on its RSS feed.
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