Latest / Bassline by Cavendish Ware
Episode 28 - Budget update and more with Lance Peltz
Dave and Lance take a first look at the latest UK Budget and ask what it tells us about the economic pressures building beneath the surface.
They discuss the Budget’s limited changes, the tax treatment of interest income and why Lance thinks some cash investors may want to look beyond ordinary bank deposits. From there, the conversation widens to the growing demand for capital: from AI and data centres to energy networks, government borrowing and the cost of corporate debt.
Dave and Lance also consider whether recent falls in major technology shares are a healthy correction or a sign that the…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.