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BM Talks

BlondeMoney
United Kingdom
Greece
Labour Growth Group
Gold
United States
Gorton and Denton
Labour Party (UK)
Energy Sector
Global Economy
Middle East Conflict
Inflation
Labour Party
Japan
Manchester
China
Dollar
Middle East
Bank Of England
Forward Guidance
Oil Markets

Sensible Market Commentary

PublishesMonthlyEpisodes34Founded5 years ago
Number of ListenersCategories
Business NewsInvestingNewsBusiness

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Latest Episodes

We are joined once again by Rob Ford, Professor of Political Science at Manchester University and co-author of the definitive "The British General Election of 2019 (Bible of General Elections)" to discuss the Makerfield by-election. He is also the ne... more

We are joined in our latest edition of BM Talks by Kallum Pickering. He is Chief Economist at Peel Hunt and a columnist for The Telegraph.

We asked: 

• What is the economic outlook given the Iran war?

• How do we monitor the air pockets that might ... more

We are joined in our latest edition of BM Talks for a Q2 update from Ben Ashby, CIO of Henderson Rowe.

We asked: 

• How long will the energy shock last?

• How is the conflict in the Middle East part of the US National Security Plan?

• How does this... more

We are joined in our latest edition of BM Talks by Rob Ford, Professor of Political Science at Manchester University and co-author of the definitive "The British General Election of 2019 (Bible of General Elections)".  

We asked him:

- Who is likel... more

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Recent Guests

Kallum Pickering
Chief Economist at Peel Hunt
Peel Hunt
Episode: BM Talks: Kallum Pickering speaks
Ben Ashby
CIO of Henderson Rowe
Henderson Rowe
Episode: BM Talks: Ben Ashby speaks Q2
Rob Ford
Expert political scientist, academic at the University of Manchester
University of Manchester
Episode: BM Talks: Rob Ford Speaks about Gorton and Denton
Bill Dinning
CIO of W1M (formerly Waverton and London and Capital)
W1M
Episode: BM Talks: Bill Dinning speaks
Mike Bell
Macro investment strategist
JP Morgan Investment Management (former)
Episode: BM Talks: Mike Bell speaks
Silvana Tenreyro
Former Bank of England MPC member (2017-2023) and Professor of Economics at LSE
London School of Economics; Bank of England
Episode: BM Talks: Silvana Tenreyro speaks
Mark McVitie
Director of the Labour Growth Group
Labour Growth Group
Episode: BM Talks: Mark Mcvitie speaks
Harriett Baldwin
Conservative MP for West Worcestershire
Member of Parliament, Conservative Party
Episode: BM Talks: Dame Harriett Baldwin speaks
Alex Patelis
Former Chief Economic Advisor to the Prime Minister of Greece (2019-2024)
Greek Government (advisor)
Episode: BM Talks: Alex Patelis speaks

Host

Helen Thomas
Host of the show (Blonde Money); primary facilitator of discussions and guest introductions.

Reviews

4.9 out of 5 stars from 12 ratings
  • Sensible market commentary

    Intelligent interviews of leaders in their fields by the extremely capable Helen Thomas.

    Apple Podcasts
    5
    Oxquant
    United Kingdom4 years ago
  • Blonde Money Review

    Good guests, easy to follow and as advertised by BM the topics are sensible, insightful but most importantly they are engaging.

    Apple Podcasts
    5
    Kate11P
    United Kingdom5 years ago
  • Sensible market commentary - thanks Helen

    Like it says on the tin. Easy to listen to, informed and refreshing to hear views that aren’t propping an investment recommendation.

    Apple Podcasts
    5
    Check64
    United Kingdom5 years ago
  • Macro chat

    Candid remarks from a former central banker!

    Apple Podcasts
    5
    PodderBod
    United Kingdom5 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Candid, insightful macro conversations from a former central banker.
Informed, refreshing perspectives that aren't pure investment pitches.
Good guests, easy to follow and engaging, with sensible topics.
Sensible market commentary with intelligent interviews led by a capable host.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts
#48
Denmark/News/Business News
Apple Podcasts
#226
Singapore/News/Business News
Apple Podcasts
#239
Mexico/News/Business News

Talking Points

Recent interactions between the hosts and their guests.

BM Talks: Mark Mcvitie speaks
Q: What concrete policy areas are you prioritizing ahead of the budget, such as planning reform or tax reforms?
Key priorities include advancing planning reforms and evaluating how non-statutory planning policy changes can enhance infrastructure delivery and the broader fiscal outlook. There is also discussion about tax reforms that incentivize productive investment, moving capital to higher-growth areas, and coordinating with the industrial strategy to unlock greater growth.
BM Talks: Mark Mcvitie speaks
Q: Tell us about the Labour Growth Group. Who are you? When was it founded and what are your goals?
The group was founded by Josh Simons and Lucy Rigby to organize MPs around a growth agenda, drawing inspiration from newer groups but aiming to be more constructive and platform-based. Mark joined to help formalize the operation and drive policy interventions, ensuring the group provides tangible value and a platform for MPs to push for growth-focused initiatives.
BM Talks: Dame Harriett Baldwin speaks
Q: How do you assess the situation right now fiscally for the UK?
The answer highlights ongoing fiscal strain from high deficits, a high debt level relative to GDP, and the need for credible fiscal rules that balance growth with responsible borrowing, while acknowledging political pressures and the reality of tax changes and spending reforms in the near term.
BM Talks: Dame Harriett Baldwin speaks
Q: Right. Well, kicking off on that point, given your varied experience there, particularly as economic secretary to the Treasury, how would you be assessing the current fiscal risk facing the UK, particularly in light of recent global developments, the challenges on inflation and all this disruption to trade?
Baldwin emphasizes that the UK faces a challenging fiscal position due to two major shocks: the pandemic and Russia's invasion, which together produced large deficits and inflationary pressures. She notes the magnitude of pandemic-era borrowing, the subsequent tightening of fiscal policy, and the looming risk from higher interest rates as the government borrows more to fund deficits.
BM Talks: Silvana Tenreyro speaks
Q: What is the role of fiscal policy relative to monetary policy moving forward?
Fiscal policy should take a larger role in addressing supply-side challenges and long-term growth, with automatic stabilizers and a framework that supports investment, productivity, and innovation, rather than relying solely on monetary policy to manage inflation.

Audience Metrics

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Frequently Asked Questions About BM Talks

What is BM Talks about and what kind of topics does it cover?

Sourced from dense, data-driven discussions around macroeconomics, energy markets, and policy, conversations consistently orbit global macro themes and how geopolitical tensions ripple into inflation, central-bank action, and asset markets. A recurring strength is connecting complex macro signals to practical implications for investors and policymakers, with frequent focus on the UK economy, energy security, and financial stability. A standout aspect is the mix of prominent macroeconomists, policymakers, and senior investors, offering both granular technical insights and high-level strategic takeaways. This show is likely to appeal to listeners who want informed, skeptical analysis and real-world implications for markets and policy.

Notewo... more

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Which podcasts are similar to BM Talks?

These podcasts share a similar audience with BM Talks:

1. Merryn Talks Money
2. Money Makers
3. In the Company of Mavericks
4. Investors' Chronicle
5. GlobalData TS Lombard: Perkins Vs Beamish

How many episodes of BM Talks are there?

BM Talks launched 5 years ago and published 34 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on BM Talks?

Recent guests on BM Talks include:

1. Kallum Pickering
2. Ben Ashby
3. Rob Ford
4. Bill Dinning
5. Mike Bell
6. Silvana Tenreyro
7. Mark McVitie
8. Harriett Baldwin

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