Magnificent Seven Stocks: We’ve Seen Similarly Imbalanced Markets Before - Russ Mould, AJ Bell

In the first Talking Markets episode for 2025 hosts Michael Wilson and David Buik speak with Russ Mould, Investment Director at prominent UK stockbroker and fund manager AJ Bell. Russ is a distinguished and respected broadcaster and brings a wealth of experience in financial markets.

We discuss 2024 and the substantial number of rate cuts that proved to be one of the driving forces on the markets and the exponential growth of national debt. We also cover the Magnificent Seven stocks, the imbalance they appear to be creating, as well as the prospects of retail and AI stocks, as well as China and India.

00:00 Intro
00:49 Rate cuts in 2024
01:55 Nvidia and Intel
03:09 Magnificent 7
03:43 Walmart up 82% in 2024
04:40 China and India
06:20 Growth of debt


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