From eToro’s blockbuster debut to the return of SPACs and the flood of micro IPOs from China, Anthony and Stephen break down what’s really happening in the 2025 IPO market.

They also dive into the data behind Japan’s surprise IPO boom, why London continues to lag, and which investment banks are topping the ECM league tables, with one unexpected name climbing fast.

Essential insight for anyone tracking deals, equity markets, and the big stories behind this year’s public listings.

(00:00) Intro & Key Themes

(02:47) IPO Market Overview: Year-to-Date Performance

(05:14) Micro Listings: A New Trend in IPOs

(13:01) Understanding SPACs and Their Role

(17:41) Global IPO Activity: A Broader Perspective

(20:21) Sector Analysis: What Companies Are Going Public?

(24:01) eToro IPO & Notable Companies to Watch

(33:44) UK IPO Landscape: Challenges and Opportunities

(36:52) Investment Banks: League Tables and Revenue Breakdown

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From a blistering 20% S&P rebound to Trump’s tariff U-turn, Anthony and Piers unpack what’s behind one of the fastest stock market rallies in recent memory — and whether it can last.

They also dive into the surprise inflation slowdown, what it means for Fed rate cuts, and why the looming US debt ceiling deadline could be the next big market risk. Plus, is “taco trade” the new “buy the dip”?

Essential listening for anyone trying to make sense of fast-moving markets, policy shifts, and the psychology driving investor behavior.

(00:00) Intro & Key Themes

(03:05) What’s Driving the Market Rebound

(09:03) US Inflation Trends & Fed Rate Cut Hopes

(14:56) Trading Psychology: Fear, Risk & Strategy

(16:00) The Debt Ceiling Explained - And Why It Matters

(24:29) One Market Factor You Might Be Overlooking

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In this career insight episode, Anthony speaks with Mahgul Ansari, an Assistant Portfolio Manager at Premier Miton, about her unconventional path into investment management.

Starting out studying modern languages at Oxford University and later qualifying as a chartered accountant, Gul shares how she pivoted into asset management, the challenges she faced along the way, and how she built an edge in the industry by combining linguistic, analytical, and accounting skills.

Gul opens up about dealing with rejection, breaking into the industry without a finance degree, and why authenticity and personal branding matter more than ever.

(00:00) Gul's Journey: From Languages to Finance

(07:22) Navigating Career Challenges and Self-Discovery

(16:56) Finding Your Edge in Investment Management

(23:50) The Role of a Portfolio Manager

(28:34) Personal Branding and Authenticity in Finance

(37:46) Diversity and Inclusion in Asset Management

(45:45) Exploring Non-Traditional Paths into Finance

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