Pint pressure
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Wake Up To Money explores the economic ripple effects of the Middle East crisis, particularly the Iran conflict and its impact on global energy, supply chains, and inflation. The episode opens with concerns over potential food shortages due to disruptions in carbon dioxide and fertilizer supplies, with experts warning that even a ceasefire would not immediately reverse the damage already baked into the system. The UK's Chancellor expresses confidence in the economy despite IMF warnings of a global recession and a downward revision of growth forecasts. Business leaders like Jonathan Lawson of Butcome Group voice skepticism about government policy, citing rising costs and inadequate support, while investors remain cautious, shifting toward cash amid uncertainty. The discussion then pivots to the booming collectibles market, spotlighting the surge in value of Pokémon cards—now worth hundreds of thousands of pounds—driven by scarcity, nostalgia, and celebrity collectors. This has led to a wave of smash-and-grab robberies targeting specialty card shops, raising security concerns. Experts explain the role of grading and certification in driving value, while also noting the risk of untraceable theft. The episode concludes with a look at the resilience of cinema, as CinemaCon highlights renewed optimism for theatrical releases, fueled by Gen Z's enthusiasm and major studio commitments to longer theatrical windows. Throughout, the theme of human behavior in times of uncertainty—whether shifting savings, collecting rare items, or investing in the future—emerges as a central narrative. Key takeaways include: 1) Geopolitical shocks have long-term economic consequences that persist even after conflicts end; 2) Consumer and investor behavior is increasingly driven by fear and uncertainty, leading to a flight to cash; 3) Niche collectibles like Pokémon cards are now serious alternative assets with real market value; 4) Scarcity and certification are critical drivers of collectible value; 5) The film industry is adapting to streaming by emphasizing the unique social and sensory experience of cinema; 6) AI poses both opportunities and existential risks, particularly in cybersecurity; 7) Government policy must align with real-world business challenges, not just narrative spin; 8) Human passion—whether for pubs, Pokémon, or vinyl—can create economic value and community resilience.
Geopolitical shocks like the Iran conflict have long-lasting economic impacts that persist even after a ceasefire.
Investors and consumers are increasingly moving to cash due to uncertainty, despite long-term market gains.
Pokémon cards have become high-value collectibles due to scarcity, grading, and celebrity demand.
Smash-and-grab robberies targeting card shops are rising because of the ease of transporting and reselling high-value, low-weight items.
The film industry is fighting back against streaming dominance by emphasizing the unique social experience of cinema.
…and 3 more takeaways available in PodZeus
The Global Economic Shock from the Iran Conflict
“The Middle East presents new challenges to us as a business both in the immediate term and the medium term. But the government's economic policy is probably still giving us the greatest cause of concern.”
The Psychology of Uncertainty: Cash Over Stocks
As inflation rises and geopolitical risks grow, individuals and investors are shifting from stocks to cash savings. Experts explain this as a rational response to uncertainty, even if it may not be optimal for long-term wealth building.
The Pokémon Card Boom and the Rise of Smash-and-Grab Robberies
“Pokemon's moving faster than stocks at the moment. It's moving at such an alarming rate where everyone wants to sell it, everyone wants to buy it.”
The Science of Scarcity: Why Pokémon Cards Are Worth Millions
Trading card expert Roy Raftery explains how grading, rarity, and certification drive the value of Pokémon cards, with only 39 Pikachu Illustrator cards in existence. The 30th anniversary release and upcoming games are expected to fuel continued demand.
The Resilience of Cinema in the Streaming Age
“The young people are embracing vinyl albums now, believe it or not, because sets are big. So all that is analog is hip and cool again.”
“The Middle East presents new challenges to us as a business both in the immediate term and the medium term. But the government's economic policy is probably still giving us the greatest cause of concern.”
“Pokemon's moving faster than stocks at the moment. It's moving at such an alarming rate where everyone wants to sell it, everyone wants to buy it.”
“The young people are embracing vinyl albums now, believe it or not, because sets are big. So all that is analog is hip and cool again.”
Host
Guests
Pokémon
brand
Felicity Hanna
person
Jonathan Lawson
person
Lucy Coots
person
Frances Coppola
person
Roy Raftery
person
IMF
organization
Chancellor
person
Paul Degarabedian
person
Netflix
organization
Apple at 50: The man who pitched Steve Jobs the "i"
Wake Up to Money • 53m • 4/1/2026
Not a Strait-foward solution
Wake Up to Money • 53m • 4/2/2026
Deal or No Deal
Wake Up to Money • 51m • 4/7/2026
Middle East Ceasefire
Wake Up to Money • 52m • 4/8/2026
The Shipping Forecast
Wake Up to Money • 52m • 4/9/2026
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