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Intelligence Talks

Knight Frank
UK Housing Market
Knight Frank
Interest Rates
London
UK Student Accommodation Sector
UK Budget
International Students
Labour Party
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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PublishesWeeklyEpisodes148Founded6 years ago
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Latest Episodes

The same dataset can look dramatically different depending on how it is visualised. Most charts are produced with good intent, but not all of them tell the full story, and some are designed not to. Knowing how to spot the difference could change how ... more

Tom is joined by Helen Thomas, CEO of Blonde Money, to unpack the political shockwaves around Andy Burnham’s attempt to become an MP, the growing tension between government policy and bond markets, and what it means for mortgages and property prices.... more

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

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Recent Guests

Peter Murray
Co-founder of New London Architecture; author and former design advisor to London mayors
New London Architecture
Episode: City Hall Has Lost Its Grip on Housing: London Mayoral Candidate Peter Murray
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

Hosts

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

Chart Rankings

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

Talking Points

Recent interactions between the hosts and their guests.

City Hall Has Lost Its Grip on Housing: London Mayoral Candidate Peter Murray
Q: What would your priority list look like once in City Hall?
The priorities center on delivering tangible housing and infrastructure quickly, simplifying planning processes, empowering small developers, and improving streets, transport, and overall urban vitality while maintaining high design standards.
City Hall Has Lost Its Grip on Housing: London Mayoral Candidate Peter Murray
Q: What motivated you to enter the political arena and run for London mayor?
Peter Murray explains the fragmentation in UK politics and a perceived opportunity for independents to influence the conversation, using the mayoral platform to push his housing and urban design agenda forward.
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.

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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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Which podcasts are similar to Intelligence Talks?

These podcasts share a similar audience with Intelligence Talks:

1. The High Performance Podcast
2. Real Estate Insights, from Savills
3. The Martin Lewis Podcast
4. The Property Podcast
5. The Good, The Bad & The Rugby

How many episodes of Intelligence Talks are there?

Intelligence Talks launched 6 years ago and published 148 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. Peter Murray
2. Oliver Knight
3. Adam Burney
4. Jennifer Townsend
5. Louisa Sedgwick
6. Helen Thomas
7. Shabab Qadar
8. Flora Harley

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