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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
Real Estate Development
Hybrid Working
Investment Market
Inflation
Leasing Activity
Co-Living
New York
Competition and Markets Authority
International Students

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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PublishesWeeklyEpisodes141Founded6 years ago
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Latest Episodes

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

Tom Bill talks to James Nation on Tuesday 10 March about how the fast‑moving conflict in the Middle East is reshaping UK politics, the inflation landscape, and the housing market. James draws parallels with the 2022 energy shock when he worked in the... more

Tom Bill and Pepperstone analyst Michael Brown unpack how the Middle East conflict is rippling through global markets, lifting energy prices, reshaping interest rate expectations and influencing sentiment in the UK economy and housing market. They ex... more

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Recent Guests

Shabab Qadar
Partner in the London Insight team
Knight Frank
Episode: Keep calm and carry on: London's lessons for surviving real estate cycles
James Nation
Founder/Managing Partner at Forefront Advisors; former Special Advisor to Rishi Sunak at the Treasury
Forefront Advisors
Episode: How Global Energy Shocks Will Shape UK Politics, Inflation and the Housing Market
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?
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
Jonathan Miller
President and CEO of Miller Samuel, a leading real estate appraisal and consulting firm
Miller Samuel
Episode: Will Mayor Mamdani sink the luxury New York housing market?

Hosts

Katie O'Neill
Host of Intelligence Talks, with a focus on property market research and insights.
Tom Bill
Host of Housing Unpacked and Intelligence Talks, specializing in economic analysis of the property market.

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Talking Points

Recent interactions between the hosts and their guests.

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.
How the Middle East Conflict Will Impact the UK Housing Market
Q: Can you simplify what's happening in the Middle East and its immediate implications for markets?
The situation is a kinetic, ongoing conflict with energy supply risks rising; the key is how long energy prices stay elevated and how that translates into inflation, asset prices, and Bank of England policy. In the near term, markets are de-risking and pricing shocks, but if the shock persists, further policy adjustments may follow.

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Frequently Asked Questions About Intelligence Talks

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

A notable selection of episodes reflects an in-depth analysis of property market trends, integrating various sectors such as fine wine investments, student housing, and luxury real estate. The discussions often feature insights from industry experts, offering valuable information around taxation implications, market dynamics, and political influences on real estate. This podcast is distinct because it combines fiscal policy discussions with the nuances of various property sectors, presenting a well-rounded perspective tailored for stakeholders in real estate and investment communities. Listeners can expect data-driven insights and expert analyses that are both timely and relevant, particularly as the property landscape continues to evolve a... more

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1. The Property Podcast
2. The Rest Is Money
3. This is Money Podcast
4. Money Box
5. The Martin Lewis Podcast

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Intelligence Talks launched 6 years ago and published 141 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. Shabab Qadar
2. James Nation
3. Flora Harley
4. Mike Hussey
5. Nick Segal
6. Rob Perrins
7. Tom Burchfield
8. Nimesh Shah

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