Diploma’s latest results proved that investors’ confidence in the company is justified. Valeria Martinez joins Dan Jones to unpack the case for the specialist manufacturer, and whether its valuation is becoming stretched.

Alex Newman, author of this week’s Big Read on global tracker funds, discusses the contradictions that exist in the popular products and what investors can do to overcome them.

We wrap up with Alex Hamer on why it might be the end of the road for the cobalt bull run, and China’s role in this shift.

Timestamps

1:28 Diploma

10:49 Global stock market trackers

25:58 Cobalt

More on these topics:

Diploma hits all-time high after raising guidance

Global trackers are broken – here’s how investors can fix them

Is it finally time for cobalt to make a comeback?

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We start with Experian’s (EXPN) latest results. Host Dan Jones and Julian Hofmann unpack what went right for the business, how it could fare in the event of a US slowdown, and whether investors should get involved.

Next up is Imperial Brands (IMB). Chris Akers shares what led to the big share price reaction, how it compares with other competitors in the tobacco industry and what the main attraction is for investors.

Last up, Val Cipriani discusses her personal finance feature on investing to travel the world. Listen to find out everything you need to know, from what to do with your home to what kind of portfolio you should build.

Timestamps

1:28 Experian

13:16 Imperial Brands

22:33 Investing to travel the world

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The period since the last episode of Lee and the IC has been eventful to say the least, and the pair begin by unpacking Donald Trump’s tariffs, the subsequent market sell-off, and how it compares to similar eras in market history.

The episode follows in typical fashion, and Lord Lee updates listeners on changes he has made to his portfolio in the period following “liberation day”, including Treatt (TET), and reveals why he believes PZ Cussons (PZC ) is a severely underrated stock.

To wrap up, Alex queries Lord Lee on how he may use his M&G dividend, and Lord Lee shares why he has been involved in the stock market for over half a century.

Timestamps

1:12 Liberation Day reaction

3:33 Lord Lee’s opinion of the turn the world is taking

5:41 Did Lord Lee expect a climbdown

6:51 April’s selloff compared to others in history

9:49 Market rebounds to a downturn

11:26 UK and US trade deal

14:04 Lord Lee’s portfolio during the tariff-induced downturn

17:29 Lord Lee’s view on holding cash

19:09 Treatt

22:12 Christie Group

25:44 Workspace

29:13 Vianet

31:03 PZ Cussons

34:12 Dividend season

35:15 Investing for over half a century

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