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Intelligence Talks

Knight Frank
UK Housing Market
Knight Frank
Interest Rates
UK Student Accommodation Sector
UK Budget
International Students
Labour Party
London
UK Living Sectors
Integrated Retirement Communities
Residential Development
Inflation
Bank Of England
London Office Market
Housing Market
Housing Crisis
New York
Public Finances
Mansion Tax
Mortgage Rates

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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PublishesWeeklyEpisodes146Founded6 years ago
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Latest Episodes

On this episode of Housing Unpacked, Tom Bill is joined by Peter Murray OBE, co‑founder of New London Architecture, founder of the London Festival of Architecture and a former design adviser to two London Mayors. As he prepares his own run for London... more

For a new edition of Intelligence Talks, Katie O’Neill speaks to LGIM's Head of BTR, Adam Burney, and Head of Residential Development Research, Oliver Knight. She asks; how are investors navigating the current investment landscape? What’s really happ... more

The innovation sector is widely seen as one of the UK's biggest economic opportunities, and the signals are hard to ignore: OpenAI is establishing a permanent presence in London, US AI companies are expanding their European footprint in the capital, ... more

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

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Recent Guests

Oliver Knight
Head of Residential Development Research at Knight Frank
Knight Frank
Episode: Where next for Multifamily?
Adam Burney
Head of Built Rent and PBSA at Legal & General Investment Management
LGIM
Episode: Where next for Multifamily?
Jennifer Townsend
Partner in Occupier Insight team
Knight Frank
Episode: Reading the signals of science and innovation demand in real estate
Louisa Sedgwick
Managing Director of Mortgages at Paragon Bank
Paragon Bank
Episode: Renters’ Rights Act: The End of the Hobbyist Landlord?
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

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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1. The David McWilliams Podcast
2. The High Performance Podcast
3. The Martin Lewis Podcast
4. The Rest Is Money
5. Making Money

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Intelligence Talks launched 6 years ago and published 146 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. Oliver Knight
2. Adam Burney
3. Jennifer Townsend
4. Louisa Sedgwick
5. Helen Thomas
6. Shabab Qadar
7. Flora Harley
8. Mike Hussey

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