Shows / Merryn Talks Money
Merryn Talks Money
Merryn Talks Money with Bloomberg senior columnist Merryn Somerset Webb is your key to understanding how markets work – and how you can make them work for you. Every episode features a relaxed but in-depth conversation with a fund manager, a strategist, a Bloomberg expert or just someone Merryn finds particularly interesting in any given week. Listen in for the kind of insights and explanations everyone can use to help them make better saving and investing choices.
Episodes
- Merryn Talks Money
The Cathie Wood Aftershow
Cathie Wood says she would unambiguously bet on Bitcoin — rather than gold or cash — to safeguard against the possibility of deflation in the coming decade…
- Merryn Talks Money
ARK'S Cathie Wood Hasn’t Lost Faith in the Future
Despite a rough few years for her Innovation exchange-traded fund, Ark Investment Management founder Cathie Wood still sees a bright future. She joins this…
- Merryn Talks Money
Where Have All the Companies Gone?
In the UK, there are 70% fewer listed companies today than in 1996. Around the world, equity markets are getting progressively smaller as the number of…
- Merryn Talks Money
The Duncan Lamont + Douglas Abbott Aftershow
Why have equity markets around the world, and in the UK in particular, been shrinking? According to Duncan Lamont and Douglas Abbott of Schroders, the answer…
- Merryn Talks Money
The Paul Johnson Aftershow
The way the British government funds itself is complicated—ridden with fiscal drag and stealth levies. Everyone seems to hate the system for something, and…
- Merryn Talks Money
Can the UK Fix Its Troubled Tax System?
Institute for Fiscal Studies Director Paul Johnson joins this week’s episode of Merryn Talks Money to explain how the seemingly impossible can be achieved. See…
- Merryn Talks Money
BONUS: The Housing Market Where Renters Can Make a Fortune
In a new series, Merryn Somerset Webb and John Stepek are examining housing markets across the globe to see how they’re holding up, and if there are any…
- Merryn Talks Money
The Jeremy Grantham Aftershow
The reckoning for markets is picking up speed, says GMO co-founder Jeremy Grantham, and as a result investors for should be wary of the US. On this week's…
- Merryn Talks Money
Jeremy Grantham Says No One Should Invest in the US
In 2021, Jeremy Grantham was telling anyone who would listen that global asset markets were in one of the biggest bubbles of all time—and that a reckoning was…
- Merryn Talks Money
Seema Shah Warns: US Recession Still Coming. What Does That Mean For Your Money?
If you think the US is heading for a soft landing, you might have another thing coming. That’s according to Seema Shah, the chief global strategist for…
- Merryn Talks Money
Is Brexit Truly to Blame for the UK’s Problems?
On this week’s Merryn Talks Money, host Merryn Somerset Webb poses the question of whether Brexit has actually harmed the UK economy as much as some may think…
- Merryn Talks Money
Why UK Pensions Triple Lock Must Go and How ESG Threatens Democracy
Matt Cole, head of Strive Asset Management, the anti-activism fund co-founded by GOP hopeful Vivek Ramaswamy, assails the use of sustainability targets in…
- Merryn Talks Money
BONUS: Fringe Panel Aftershow, Why the Heavy Hand of the State Is Getting Heavier
Senior reporter and Money Distilled author John Stepek joins Merryn to talk through the themes hit in the two panels at the Fringe Festival in Edinburgh. See…
- Merryn Talks Money
Fringe Festival Panel Day 1: Russell Napier, Anna MacDonald and James Anderson
This week, we bring you a lightly edited version of Merryn's panel at the Fringe Festival in Edinburgh called "The Butcher, the Brewer, the Baker and Merryn…
- Merryn Talks Money
Fringe Festival Panel Day 2: Jim Mellon, Richard Wilson, Paul Johnson and Simon Evans
Double feature this week--here is the second day of Merryn's panel "The Butcher, the Brewer, the Baker." Again, it was held at Panmure House--Adam Smith's…
- Merryn Talks Money
BONUS: The Bank of England Arrives at a ‘Crunch Point’
For your summer listening, the Merryn Talks Money team brings you an episode from another podcast you might like: In the City. This week, Francine Lacqua…
- Merryn Talks Money
A Conversation With Vivek Ramaswamy: the Man Who Warned of 'Woke Capitalism'
This week, we bring you an earlier interview by Merryn Somerset Webb of Bloomberg's Merryn Talks Money, originally recorded in November 2021 as part of the…
- Merryn Talks Money
How Angry Should the UK Be With the Bank of England?
Is it time to get out of passive funds and switch to their active brethren? Or should you dump equities entirely and find a nice savings account that pays 4%?…
- Merryn Talks Money
Mervyn King Says the Bank of England Is Making a ‘Big Mistake’
Former Governor of the Bank of England Mervyn King says the central bank hasn’t been covering itself in glory of late, and that’s partly thanks to it falling…
- Merryn Talks Money
US Inflation Will Keep Falling, Intertemporal’s Pellegrini Predicts
Inflation in the US is going to continue falling, says founder of Intertemporal Economics Brian Pellegrini, and much faster than one might think. He joins…
- Merryn Talks Money
More Ways for Investors to Crack the World of Private Equity
A decade ago, it was almost impossible for private investors to buy into private equity with the professionals. Most PE funds require huge minimum investments…
- Merryn Talks Money
Why the Rise of ‘Counter-Elites’ Spells Bad News for the UK
The idea that history is cyclical is hardly new. But exactly what drives those cycles is up for debate. On this week’s Merryn Talks Money, Peter Turchin…
- Merryn Talks Money
BONUS: The Bank of England’s Big Decision on Digital Currency
The Bank of England has a vision for the digital pound. But first, it has to decide whether “Britcoin” is worth building in the first place. The BOE wants to…
- Merryn Talks Money
Using Active Management to Cut Downside Risks
Active fund management isn’t just about maximizing upside for your shareholders, says Gervais Williams, head of equities at Premier Miton Investors. It’s also…
- Merryn Talks Money
The Inconvenient Truth About Reaching Net Zero
There’s a material world people don’t think about all that often. It’s the one that provides the raw metals and chemicals that keep economies and societies…
- Merryn Talks Money
It’s Time to Buy Japan
It’s fair to say that Japan is back and that its deflationary years are arguably behind it. The Asian nation may also be in just the right place to win big on…
- Merryn Talks Money
Burnbrae’s Mellon Says Shell and BP Are Good Long-Term Investments
The British government is woefully incompetent, says Burnbrae Chairman Jim Mellon. But of course that doesn’t mean you can’t buy UK equities. Mellon tells…
- Merryn Talks Money
Why UK Value Stocks Are Still the Trade of the Decade
Famed contrarian investor Rob Arnott, co-founder of Research Affiliates, has said since the autumn of 2020 that UK shares are a great bargain—in particular…
- Merryn Talks Money
Inflation Will Fall, Just Not the Way You Think
Inflation will eventually come down, but not rapidly or in the way it would have in previous years. So says Sharon Bell, managing director and senior European…
- Merryn Talks Money
Central Banks at Risk of Breaking Economies, Dario Perkins Warns
Are we getting to the point where central banks are starting to break economies?Dario Perkins, Managing Director on the Global Macro team at TS Lombard, asks…
- Merryn Talks Money
Why Your Portfolio Needs Investment Trusts
Investment trusts are special, says Simon Elliott, client director at J.P. Morgan Investment Trusts. They have a strong history of outperforming other types of…
- Merryn Talks Money
Is the Age of Growth in the UK Really Over?
Dambisa Moyo is an economist and board member of Chevron and 3M. She’s also author of the 2018 book Edge of Chaos. In this week’s episode of Merryn Talks…
- Merryn Talks Money
Fund Manager Says There’s an Easy Way to Make 3% More
There’s not much you can do right now to dramatically improve your personal finances. But there’s at least one thing you can get on top of: cash savings…
- Merryn Talks Money
How to Get a 7% Return Without Buying Risky Equities
During the Panic of 1907, J.P. Morgan came up with a clever plan to slow the ongoing bank run. He told his tellers to count all the money twice before handing…
- Merryn Talks Money
Capital Had Its Day. Now It’s Labor’s Turn, Troy’s Lyon Says
Sebastian Lyon says he’d been expecting inflation to rise for a long time. So when prices began to tick up, his firm was ready. Now the founder and chief…
- Merryn Talks Money
Why You Should Stop Selling UK Equities
British pension funds used to have up to 55% of their assets in UK equities. That might have been too much. Now it’s more like 5% (and 70% in US equities)…
- Merryn Talks Money
Why UK Mortgage Rates Aren’t as High as You Think
In an earlier episode of Merryn Talks Money, reporter Neil Callanan joined the podcast to talk house prices. It’s fair to say his outlook for the UK housing…
- Merryn Talks Money
What the New Cold War Means for the Global Economy with Niall Ferguson
The world has been mired in a new Cold War for at least four years, according to Niall Ferguson, a columnist for Bloomberg Opinion and Milbank Family Senior…
- Merryn Talks Money
Why Inflation May Not Be Heading Back to 2%
Inflation isn’t heading back to 2%, according to Pippa Malmgren, author and former adviser to President George W. Bush. She says it’s more likely to stay…
- Merryn Talks Money
The Top Takeaways From 300 Years of Investment Advice
The industry of providing people with investment advice has been around for a long time. Just how long is the subject of this week’s Merryn Talks Money. Host…
- Merryn Talks Money
The Collapse of the UK Housing Market May Be Coming
The UK housing market is not in a good place. Mortgage rates are up, buyers are disappearing and so are sellers. The former don’t want to dump money in a…
- Merryn Talks Money
The Year of the Value Hunter Has Arrived
For a fund manager with a belief in value, 2021 was as discombobulating a year as they come, says Ben Inker, co-head of GMO’s asset allocation team. Valuations…
- Merryn Talks Money
Why Governments Won’t Let Inflation Go Away
Inflation isn’t going away. Why? Because governments can’t let it. So says market historian Russell Napier, who on this episode of Merryn Talks Money tells…
- Merryn Talks Money
Deflation May Be Coming Sooner Than You Think
James Ferguson, founder of MacroStrategy Partners, isn’t worried about inflation this year. Instead, he sees the beginnings of deflation. On this week’s Merryn…
- Merryn Talks Money
The Case For Buying Emerging Markets, Bonds and Gold in 2023
Pictet Chief Strategist Luca Paolini says that while there’s a lot to be negative about these days, things aren’t as bad as they seem—even in the UK. He joins…
- Merryn Talks Money
How the Global Economy Has Been 'Rewired' and What That Means for Your Portfolio
Not many investment trusts made a positive return last year. The Ruffer Investment Company did -- partly by using strategies not open to the retail investor…
- Merryn Talks Money
The bad news may soon be over for UK small caps
Smaller UK companies were among the worst performing assets in the world last year. That made 2022 a tough time for small cap fund managers. But small caps…
- Merryn Talks Money
Why the best small UK companies have a global niche
Harry Nimmo, one of the most successful investors in smaller UK companies over the past three decades, is retiring from asset manager Abrdn at the end of this…
- Merryn Talks Money
Losing money is the price of making money
Tom Slater, co-manager of the UK’s most popular investment trust, Scottish Mortgage, joins this week's episode of Merryn Talks Money. Shares in the trust are…
- Merryn Talks Money
Saxo’s ‘Outrageous’ Prediction? Gold Will Top $3,000 in 2023
Holding gold? Better load up since it may jump to $3,000 soon. Work in private equity? Maybe get out now: there could be a new tax regime on the way. As for 2%…
- Merryn Talks Money
Introducing: Merryn Talks Money
Merryn Somerset Webb and Bloomberg Wealth senior reporter and author of the daily Money Distilled newsletter John Stepek are reunited to give listeners a taste…