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Intelligence Talks

Knight Frank
Integrated Retirement Communities
UK Living Sectors
Knight Frank
London Office Market
Housing Crisis
Commercial Real Estate
Government Task Force
Interest Rates
UK Property Market
UK Life Sciences Sector
Purpose-Built Student Accommodation
Retail Sector
Inflation
Leasing Activity
Investment Market
Hybrid Working
Real Estate Development
Co-Living
New York
Competition and Markets Authority

From Knight Frank Research, Intelligence Talks brings you the latest insights on property market trends and forecasts, along with expert analysis from industry leaders.

New episodes fortnightly.

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PublishesWeeklyEpisodes143Founded6 years ago
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Latest Episodes

In this episode of Housing Unpacked, Tom is joined by Louisa Sedgwick, managing director of mortgages at buy-to-let specialist lender Paragon Bank to explore the Renters’ Rights Act and what it really means for landlords and tenants. They discuss her... more

If it holds, the Middle East ceasefire will boost activity in the housing market as spring gets underway, but it hasn’t removed the pressure keeping mortgage rates high. In this episode of Housing Unpacked, Tom Bill is joined by Helen Thomas, CEO of ... more

What does London’s past reveal about its future? Shabab Qadar, Head of London Offices Insight, joins Will to unpack London’s evolution through deregulation, financial crises, political change and the pandemic.

They explore how 2020 accelerated the ... more

In this episode, Tom and Michael Brown unpack how the Bank of England’s unexpectedly hawkish messaging last week helped ignite a sharp repricing across markets already rattled by the Middle East conflict, pushing swap rates up by nearly a full percen... more

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Recent Guests

Helen Thomas
CEO of Blonde Money, independent macro research consultant
Blonde Money
Episode: Middle East Ceasefire to Boost Buyer Sentiment more than Mortgage Market
Shabab Qadar
Partner in the London Insight team
Knight Frank
Episode: Keep calm and carry on: London's lessons for surviving real estate cycles
Flora Harley
Head of Energy & Sustainability Research at Knight Frank
Knight Frank
Episode: From ethics to earnings: is ESG for real estate just risk and reward?
Mike Hussey
Chief Executive of Almacantar, a developer specializing in large-scale complex projects in central London.
Almacantar
Episode: From Mayors to Mega Basements: The Truth About Developing London
Nick Segal
Managing broker for Carolwood
Carolwood
Episode: The Wealth Report: Los Angeles’ luxury housing market
Rob Perrins
Executive Chairman of Berkeley Group
Berkeley Group
Episode: Rob Perrins on planning reform, the future of London and hitting the 1.5 million homes target
Tom Burchfield
Head of Market Intelligence at Liv-ex
Liv-ex
Episode: What’s driving the uptick in the global fine wine market?
James Nation
Former Special Advisor to Rishi Sunak and Deputy Head of the No.10 Policy Unit.
Forefront Advisors
Episode: Budget Special: James Nation on Property Taxes and Labour’s Looming Leadership Crunch
Nimesh Shah
CEO of tax advisory firm Blick Rothenberg
Blick Rothenberg
Episode: Budget Special: Nimesh Shah on the Doors The Budget Opened - and the Ones It Bolted

Hosts

Tom Bill
Host of Housing Unpacked and general podcast series
Katie O'Neill
Host of Intelligence Talks

Chart Rankings

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Talking Points

Recent interactions between the hosts and their guests.

Middle East Ceasefire to Boost Buyer Sentiment more than Mortgage Market
Q: Could you share some of your experience through whatever you've seen over the years in the world of housing, especially in relation to negotiating tactics we've seen in politics versus real estate?
The fundamental difference is that business is about tangible results you can see and measure, whereas politics is more about influence and perception; this makes policy outcomes harder to predict but explains why investors rely on disciplined frameworks and transparent data to navigate the uncertainty.
How Global Energy Shocks Will Shape UK Politics, Inflation and the Housing Market
Q: Can you see them looking again at North Sea oil policy given the current market dynamics?
He notes it as a political vulnerability: proponents argue for greater energy security and domestic production, while opponents worry about inflation and environmental commitments; the evidence suggests a cautious, incremental approach rather than sweeping liberalization.
How Global Energy Shocks Will Shape UK Politics, Inflation and the Housing Market
Q: So before we start, I thought it might be interesting to know what it's like inside Downing Street at a time like this.
James Nation explains that frontline decision-making is shaped by the need to balance calm, credible messaging with action, and to coordinate across departments while responding to unpredictable energy and geopolitical developments.
How the Middle East Conflict Will Impact the UK Housing Market
Q: Are we likely to see three rate cuts this year, and what would drive that outcome?
Three cuts are possible if energy shocks recede, inflation eases, and the labour market remains weak with softer growth; if energy remains elevated or data surprises to the upside, the Bank may hold or delay further cuts.
How the Middle East Conflict Will Impact the UK Housing Market
Q: What needs to happen for a second Bank of England rate cut to come back on the table?
Energy prices would need to come back down and for data to show softer labour market conditions and slowing inflation, so that policymakers gain confidence to loosen monetary settings without reigniting demand. Expect two to three cuts across the year depending on how energy and growth evolve.

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Frequently Asked Questions About Intelligence Talks

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

This show centers on real estate market trends, policy impacts, and macroeconomic forces shaping property markets, with a strong focus on London and global urban housing dynamics. Episodes frequently explore how demand and supply, planning and tax policy, and geopolitical events influence housing cycles, investment risk, and development strategies. Guests range from top researchers and market analysts to policymakers and industry leaders, offering rigorous data-driven insights, practical guidance for investors and developers, and thoughtful commentary on ESG, sustainability, and urban growth. The format tends to blend forward-looking forecasts with current-market pragmatics, making it useful for professionals evaluating risk, opportunity, a... more

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These podcasts share a similar audience with Intelligence Talks:

1. The Property Podcast
2. This is Money Podcast
3. AJ Bell Money & Markets
4. Merryn Talks Money
5. On The Money

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Intelligence Talks launched 6 years ago and published 143 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 Intelligence Talks?

Recent guests on Intelligence Talks include:

1. Helen Thomas
2. Shabab Qadar
3. Flora Harley
4. Mike Hussey
5. Nick Segal
6. Rob Perrins
7. Tom Burchfield
8. James Nation

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