{"type":"rich","version":"1.0","provider_name":"Transistor","provider_url":"https://transistor.fm","author_name":"PIWORLD Investor Podcasts","title":"The Market Call - Week Ending 31st January 2025","html":"<iframe width=\"100%\" height=\"180\" frameborder=\"no\" scrolling=\"no\" seamless src=\"https://share.transistor.fm/e/fd1989fc\"></iframe>","width":"100%","height":180,"duration":890,"description":"Progressive’s Gareth Evans is joined by tech analyst George O'Connor as they glance back at the week’s macro events and market themes and discuss the impact on investors and companies. They discuss selected UK company news and let us know what to look out for in the week ahead…\n00:00 Introduction\n01:12 Global Macro News\n01:29 DeepSeek and its global impact\n07:02 OpenAI's Operator and AI agents\n07:55 Recruitment in the tech sector\n10:07 Computacenter (CCC) & Sage (SGE)\n12:27 Global Market news\n13:10 Progressive client news: Idox (IDOX) & Van Elle Holdings (VANL)\n13:52 Upcoming Macro news:\n\nEU Inflation figures (Mon 3 Feb)\nUS PMI data (Weds 5 Feb)\nBank Of England Rate Decision (Thurs 6 Feb)\nUS Employment Metrics (Fri 7 Feb)\n\nGareth Evans has 25 years’ research experience covering the Technology sector. An Oxford University graduate, Gareth qualified as an accountant before starting his research career covering the Pan European Chemicals sector at the American Investment Bank Donaldson Lufkin & Jenrette (DLJ), later acquired by Credit Suisse. He then moved to cover the Technology sector at ABN AMRO, Canaccord and at Investec for eleven years, where he was Joint Head of Research. Gareth has received numerous awards for his work, including being voted techMark Analyst of the Year.\nGeorge O’Connor has been a financial analyst covering London-listed Software & IT Services, e-comm and hardware companies for the past 25 years. George has worked for a variety of firms including Albert E. Sharp, Panmure Gordon and Stifel where he researched and communicated investment cases, conducted IPOs, secondary placings and the odd rescue rights. George started his career at IT industry analysts IDC where over nine years he rose to become Research Manager.","thumbnail_url":"https://img.transistorcdn.com/oB5fNE4aIAia_YyTCKvE1PzrZQaD1Fjo_P7m7T9Aw_Y/rs:fill:0:0:1/w:400/h:400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS9kOTJi/ODBiMzBmOGFhZWJi/MWEzYThkMzAyNmZm/MTdjZi5wbmc.webp","thumbnail_width":300,"thumbnail_height":300}