Gerald Kaye interview: the property cycle is not over yet

Gerald Kaye, the subject of my latest Property Chronicle interview, is a 20-year veteran at Helical plc (formerly Helical Bar) and has been CEO since July 2016. His office overlooks Hanover Square, which today still looks like a bombsite, thanks to the ongoing Crossrail construction work. Were it not for the construction site, however, he could look directly across the square at the Knight Frank office where he started work in the property business some 40 years ago. What drew him to a career in property, I start by asking? “I suppose I got into the property business because I was brought up in lovely countryside and my mother’s cousin was a land agent. I thought it sounded like a good way of life”.

A talk-in on gold with Charlie Morris

If you are interested in gold, and the future of currencies generally, you should be interested in my latest Money Makers podcast, which features a 45-minute conversation with ex-HSBC fund manager Charlie Morris on all aspects of gold – how to think about it? Is it good value now? How should you go about buying the metal? Are gold stocks a good place to be? How much gold should you have in your portfolio? All these topics are covered in the podcast. What I like about Charlie’s approach is his disciplined, no-nonsense approach to analysing gold; he is not a gold bug, but someone who recognises that gold can be cheap or overvalued, just like any other asset. After 15 years running multi-asset portfolios for HSBC, Charlie now does the same for a private wealth management business, Netscape Capital, and writes a free must-read monthly newsletter about gold and crypto-currencies called Atlas Pulse. You can hear the podcast on the Money Makers website.

Debt and Delusion revisited – new podcast

When the independent economist Peter Warburton first published his book Debt and Delusion in 1999, the world was still in the throes of the Internet bubble, the greatest stock market mania of all time. His warnings about the global build up of debt, the proliferation of new financial instruments and the complacency of central bankers largely fell on deaf ears, only to be tragically vindicated in the global financial crisis of 2008. Eight years on from that defining moment, he has revisited the themes of his pioneering research into global credit expansion – and come up with some equally disturbing conclusions, which he summarises in a podcast interview with me today.

What is the truth about BHS?

I have never met Philip Green, and am not sure that I want to. I doubt that I have been into a BHS store more than twice in my life (once, I think, to buy a lampshade). So my qualifications for commenting on the High Street’s latest collapsing retail chain are minimal. Nevertheless I take my hat off to accountant Paul Scott for daring to challenge the prevailing media narrative on the BHS story in his regular column for the Stockopedia website.

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