Show Notes
In this week’s episode, we turn to Britain’s recruitment stocks. Valeria Martinez looks at the impact of AI on hiring demand, which is hitting share prices, and also discusses the perennial question: is the new technology a concern or an opportunity?
Next, we cast our ears to Italian tech buyout specialist, and Baillie Gifford favourite, Bending Spoons, following its Nasdaq debut earlier this week. Val Cipriani dives into its growth strategy and what the IPO means for investors and the likes of Scottish Mortgage.
Lastly, Julian Hofmann looks at agricultural supplier Wynnstay (WYN), after it announced positive results despite headwinds for the farming sector. Julian explores how the company is navigating volatile fertiliser prices, cutting costs, and the reasons to be optimistic.
Timestamps 00:00 Introduction 04:20 AI vs the recruitment sector 15:12 Bending Spoons 25:03 Wynnstay results
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