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413 afleveringen, van nieuw naar oud
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Markets Wrap: Gilts, Gold and AI’s Price Tag
26 juni 2026 · 17 min
Merryn Somerset Webb is joined by Sam Unsted, editor of Bloomberg’s Markets Today blog. Together they discuss rallying UK gilts in the wake of Prime Minister Keir Starmer’s resignation, inflation fears resulting from the artificial intelligence infrastructure boom and how narrative and sentiment look to be shaping the gold price. Lees meer
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How Much Could Andy Burnham Cost You?
24 juni 2026 · 22 min
Can Andy Burnham keep his promises without hitting Britons in the pocket? Merryn Somerset Webb speaks with Bloomberg's Phil Aldrick about the tax hikes, spending pressures and economic realities facing Britain's likely next Prime Minister—and why there may be no painless solutions. Lees meer
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Carson Block: AI Could Trigger the Next Financial Crisis
22 juni 2026 · 43 min
Carson Block believes investors may be underestimating the economic consequences of artificial intelligence. Lees meer
The Muddy Waters founder and CEO joins Merryn Somerset Webb to explain why recent advances in AI have made him rethink its impact on the labour market—and why he believes widespread displacement of knowledge workers could eventually create a major challenge for financial markets.
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Passive Investing, SpaceX and the AI Boom: Are Markets Too Concentrated?
19 juni 2026 · 27 min
Merryn Somerset Webb and Bloomberg Opinion columnist and senior markets editor John Authers discuss how SpaceX’s market debut has highlighted the hidden risks of passive investing, from index concentration to the growing influence of benchmark providers. They also assess new Fed Chair Kevin Warsh’s first policy signals and debate whether today’s AI boom is a bubble—and what could bring it to an end. Lees meer
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The SpaceX IPO: Opportunity or Overvalued?
17 juni 2026 · 17 min
The SpaceX blockbuster IPO has captivated retail investors, but what happens after the initial excitement fades? Merryn Somerset Webb speaks to Hargreaves Lansdown's Anna Macdonald about the extraordinary demand for shares, the dangers of concentration risk, and what the IPO means for market democracy. Lees meer
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This Hated Corner of the Stock Market Is Yielding Big Returns
15 juni 2026 · 39 min
Laurence Hulse, founder and lead fund manager of Onward Opportunities, explains how he launched and grew a specialist UK small-cap investment trust despite one of the toughest environments in decades for both investment trusts and British equities. He shares his "gems among the rubble" approach to uncovering overlooked companies, discusses why UK small caps remain deeply undervalued and reveals how active engagement, artificial intelligence-powered research tools and intensive company analysis have helped his fund significantly outperform its peers. Lees meer
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Are Public Markets Back?
12 juni 2026 · 16 min
On this week's Merryn Talks Money markets wrap, Merryn Somerset Webb and John Stepek discuss gold's recent correction and debate what healthy allocation could actually look like. They also consider what upcoming bumper IPOs mean for the return of public markets and whether inheritance tax free "patriotic bonds" could help Britain fund its defence budget. Lees meer
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The Rich Are Getting Richer: What Do They Want From Wealth Managers?
10 juni 2026 · 25 min
Who became wealthier in 2025 and what do they want from their financial advisor? Merryn Somerset Webb sits down with Capgemini's Gareth Wilson to discuss the latest World Wealth Report, the rise of robo-advisors and family offices and why traditional wealth management firms are facing growing competition. They also debate the question: Do investors want empathy from their wealth manager or simply better returns? Lees meer
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SpaceX Emergency Podcast: FOMO is Not an Investment Strategy
9 juni 2026 · 18 min
On this special episode of the Merryn Talks Money markets wrap, hosts Merryn Somerset Webb and John Stepek discuss the SpaceX IPO. How can UK investors get access? Do the numbers add up? Why will it make life more complicated for passive investors? And what are the implications for the long queue of AI IPOs still to come, and for wider markets? Lees meer
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Why Democracy Needs the Rich: John O. McGinnis on Wealth, Power and Pluralism
8 juni 2026 · 33 min
At a time when politicians across the West are calling for higher taxes on the wealthy, legal scholar and author John O. McGinnis offers a strikingly different view: what if democracy needs the rich? He joins Merryn Somerset Webb to discuss power, inequality, free speech and what he says is the hidden role wealth plays in keeping democratic societies healthy. Lees meer
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SpaceX Fever, Bitcoin's Bad Week and How to Get the UK Investing
5 juni 2026 · 22 min
On this week's markets wrap, John Stepek and Sam Unsted, editor of the Markets Today blog, explore the implications of SpaceX’s anticipated $75 billion IPO, debating whether its massive size could reshape market structure, passive investing, and investor appetite for AI-related assets. They also highlight Bitcoin’s sharp decline this year and the UK’s long-running challenge of encouraging retail investors to move cash savings into investments. Lees meer
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Inheritance Tax Is Catching More People — Here's How to Fight Back
3 juni 2026 · 24 min
Inheritance tax is catching more families than ever, and recent rule changes will only extend the net even further. In this episode, hosts Merryn Somerset Webb and John Stepek discuss the most effective ways to reduce an IHT bill with inheritance tax specialist Rob May, including a detailed look at the types of insurance available, and how much they're likely to cost you. Lees meer
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Why Africa’s Population Boom Could Power Its Next Growth Era
1 juni 2026 · 32 min
Could Africa’s long-misunderstood population boom become its greatest economic advantage? Economist and author Joe Studwell joins host Merryn Somerset Webb to discuss his book, How Africa Works: Success and Failure on the World's Last Developmental Frontier. He argues that rising population density is already transforming the continent by creating deeper markets, boosting agricultural productivity, supporting urbanization and making manufacturing more viable. While governance, debt and commodity dependence remain risks, he sees a more diverse, locally driven growth story emerging across Africa. Lees meer
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Blair Versus Starmer - Can the Government Get Out of Britain's Way?
29 mei 2026 · 31 min
How can Keir Starmer - or whoever leads the country next - help to turn the UK’s fortunes around? Simon French, Managing Director, Chief Economist and Head of Research at Panmure Liberum joins co-host John Stepek to discuss former UK Prime Minister Tony Blair’s 5000-word prescription for the UK economy, the growing backlash towards Net-Zero policies and why the UK is at risk of sliding towards another “Liz Truss Moment”. Lees meer
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What's the Smartest Way to Save in 2026?
27 mei 2026 · 9 min
Hosts Merryn Somerset Webb and John Stepek take another listener question, this time around the pros and cons of ISAs, LISAs, and SIPPs. They debate the most tax-efficient method of saving depending on one's circumstances and why savers need to be aware of the withdrawal rules to avoid any nasty surprises. Lees meer
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Price Controls, Britain's Struggling Jobs Market, and the SpaceX IPO
22 mei 2026 · 17 min
In Merryn's absence this week John Stepek and Sam Unsted, editor on the Bloomberg Markets Today live blog, discuss how weak UK economic data has actually provided some relief for gilts this week, look at the problems with both proposed and existing government price controls, and wonder whether the coming wave of mega-IPOs led by SpaceX might take some of the exuberance out of stocks. Lees meer
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Your Questions Answered: Pensions, Capital Gains Tax and More
20 mei 2026 · 21 min
Merryn Somerset Webb and John Stepek answer listener questions on how retail investor flows, passive investing, and social media have reshaped markets, arguing that the surge in everyday investing has significantly boosted stock prices — particularly in the US. Lees meer
They also discuss practical personal finance challenges around pensions, capital gains tax, and passive versus active investing.
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Why Investors Should Expect Lower Returns From Here
18 mei 2026 · 24 min
Merryn Somerset Webb speaks to Pictet Asset Management Chief Strategist Luca Paolini about why markets remain remarkably resilient despite geopolitical turmoil, inflation fears and mounting fiscal risks. Paolini argues that the AI investment boom, strong corporate earnings and persistent US economic strength continue to support markets — but warns that the era of US exceptionalism may be fading, making diversification and lower long-term return expectations essential for investors. Lees meer
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The UK Is Still Losing Cheap Stocks to Private Equity Bargain Hunters
15 mei 2026 · 14 min
For this week's second installment of the news round up, hosts Merryn and John discuss how cheap UK stocks are still being bought up by private equity firms; and how rising inflation could put a stop to the highly-concentrated surge in US equity markets. They also talk about changes to the Premium Bond prize rate which mean the odds of winning are set to improve and consider how governments could make wider use of lottery-style fundraising. Lees meer
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Emergency Podcast: Why Britain's Political Turmoil Will End In Crisis
13 mei 2026 · 11 min
Why Britain Needs A Crisis To Turn The Country Around Lees meer
Britain has once again been plunged into political turmoil. Despite rebellion in the ranks, Prime Minister Keir Starmer refuses to go, and it's not yet clear which - if any - of his potential challengers will lay down the gauntlet to try to take the leadership from him. And nor is it clear, given the divided nature of the Labour party, that any new Prime Minister could hold down the job until the next general election. Merryn Somerset Webb and John Stepek discuss why Britain may need a 1976-style crisis to persuade our politicians to finally get a grip.
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The Smartest Move You’re Not Making on Your Mortgage
13 mei 2026 · 25 min
Mortgage rates have jumped sharply—and fast—leaving buyers and homeowners scrambling to decide what to do next. Merryn Somerset Webb and John Stepek sit down with mortgage expert Anthony Emmerson, director at Trinity Financial, to unpack what’s really driving the market, whether now is still a good time to buy, and the surprisingly simple strategy that could save you thousands when remortgaging. Lees meer
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What If AI’s Biggest Impact Isn’t Jobs, But Minds?
11 mei 2026 · 32 min
What if AI isn’t coming for your job — but for your mind? In this episode of Merryn Talks Money, Merryn Somerset Webb speaks to Tom Slater, manager of Scottish Mortgage Investment Trust and partner at Baillie Gifford about his provocative paper, “AI Isn’t Coming for Your Job. It’s Coming for Your Mind,” and why the real risk may be a world that looks more productive while quietly losing the judgement, learning and expertise that make progress possible. They also discuss what that means for the future workforce and smart investing. Lees meer
Check out Tom Slater’s paper here:
https://www.bailliegifford.com/en/global/all-users/insights/ic-article/2026-q1-ai-isn-t-coming-for-your-job-it-s-coming-for-your-mind-10061431/Sign up for the Merryn Talks Money newsletter:
https://www.bloomberg.com/account/newsletters/merryn-talks-moneySign up for the Money Distilled newsletter
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Melt-Up or Mirage? Markets Ignore Everything but Earnings
8 mei 2026 · 19 min
Markets are ripping higher on blockbuster earnings and AI euphoria—but on this week's markets wrap, hosts Merryn Somerset Webb and John Stepek aren’t buying the calm. From contrarian magazine covers to a looming of IPO supply, they ask whether this melt-up is masking the seeds of the next downturn. Lees meer
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Free Booze to Real Power: Why Shareholder Perks Matter
6 mei 2026 · 19 min
What if owning a single share could get you discounted wine, cheaper holidays—or even a stronger voice in corporate decisions? Merryn Somerset Webb and John Stepek explore the forgotten world of shareholder perks, arguing they’re not just fun freebies but a powerful way to reconnect investors with the companies they own. Lees meer
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Cheap, Unloved, Profitable: The Case for Value Investing Today?
4 mei 2026 · 25 min
Merryn Somerset Webb speaks with Temple Bar’s Ian Lance about the trust’s standout performance since 2020, driven by disciplined value investing—buying unloved, low-priced companies with recovery potential and holding them as sentiment improves. Lance argues that success comes from focusing on long-term earnings rather than short-term pessimism, even if it means owning controversial stocks. Lees meer
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Live From The Master Investor Show: Jim Mellon and Stephen Yiu
1 mei 2026 · 30 min
Merryn Somerset Webb sits down with John Stepek, Jim Mellon, billionaire investor and Chairman of The Burnbrae Group, and Blue Whale manager Stephen Yiu. The panel was part of the Master Investor Show, the UK’s largest gathering for private investors. This conversation was recorded on Saturday, April 25, 2026. Lees meer
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What Red Squirrels Reveal About Britain’s Broken Investing Culture
29 april 2026 · 25 min
Why has the UK become a nation of savers—but not investors—and what on earth do red squirrels have to do with it? Merryn Somerset Webb and John Stepek take aim at a baffling government campaign, unpack the real reasons people avoid investing, and argue that regulation, mistrust, and mixed messaging are costing Britons serious wealth. Lees meer
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Andy Haldane on Britain’s Fiscal Squeeze and Growth Problem
27 april 2026 · 39 min
Former Bank of England Chief Economist Andy Haldane joins Merryn Somerset Webb to unpack why the UK may feel poorer, more fragile and seemingly out of options—despite sitting on untapped wealth and world-class innovation. From tough fiscal trade-offs and rising taxes to the surprising strength of private balance sheets, he argues the UK’s problems may be serious—but they’re far from unsolvable. The big question: can policymakers unlock growth before patience and confidence runs out? Lees meer
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Markets in a Permanent Mini-Crisis: Why Investors Are Waiting, Not Predicting
24 april 2026 · 17 min
On this week's markets wrap, hosts Merryn Somerset Webb and John Stepek explore how markets are navigating a world of constant geopolitical “mini-crises,” where uncertainty keeps investors reactive rather than predictive. They discuss warning signs from corporate earnings, the fragile but not collapsing UK economy, and the growing disconnect between gloomy sentiment and relatively stable data. Lees meer
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Your Pension, Your Problem? Inside Nest’s Big Investment Shift
22 april 2026 · 22 min
Merryn Somerset Webb and John Stepek discuss the ongoing push into private markets by Britain's largest workplace pension scheme (by membership), the National Employment Savings Trust. NEST plans to invest roughly £30 billion of its members' cash in private markets by the end of the decade. But what if you don't want your money invested in private assets? The pair discuss what you can do as an individual, and also look at the questions the plan raises about transparency, investor awareness, and whether - and how - savers should have more say in where their money is invested. Lees meer
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How to Invest Amid an Upended Global Financial Order
17 april 2026 · 29 min
Merryn Somerset Webb speaks with Ruffer fund manager Alexander Chartres about investing in a world marked by receding US dominance and a more inflation-prone, shock-driven global economy. Chartres argues Donald Trump is just an accelerant to changes that have been developing since the end of the Cold War. Traditional market assumptions like reliable hedges and stable globalization are breaking down, requiring more active, diversified investment strategies. Chartres highlights opportunities in commodities, energy, China technology and repurposed industrial capacity, while warning that political volatility and structural change will define markets for years to come. Lees meer
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Are Markets Just Plain Wrong to Keep 'Looking Through' The Iran War?
17 april 2026 · 19 min
Markets have continued to hit new highs despite escalating geopolitical tensions and a major energy shock, raising questions about whether investors are underestimating long-term risks such as inflation and rising interest rates. The hosts argue that while markets often look through geopolitical events, today’s slow-burning crisis—combined with weak real income growth and fiscal pressures in countries like the UK—may be more consequential than current optimism suggests. Lees meer
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The Contrarian Case for London Real Estate After a Decade of Stagnation
15 april 2026 · 24 min
It might surprise some listeners, but UK-wide house prices have delivered only negligible returns after inflation over the past decade, note Merryn Somerset Webb and John Stepek, and London prices have actually fallen sharply in real terms. Rising interest rates, taxes, and political uncertainty continue to weigh heavily on the market. Yet guest Daniel Austin, chief executive of ASK Partners, suggests that while high transaction costs and policy risks remain a hurdle, prime central London may still look attractive at current levels to global investors with an eye for a bargain. Lees meer
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Why You Should Wait Out AI’s Super-Spending False Start
13 april 2026 · 37 min
Merryn Somerset Webb sits down with Janusz Marecki, CEO & Founder of Fractal Brain and AI Partner at Ahren Innovation Capital, for an insider perspective on AI hype vs. reality—and what may come next. The focus is on large language models (LLMs)—and whether they are hitting fundamental limits. Marecki discusses the data ceiling (we’ve used most high-quality internet data), diminishing returns from scaling compute and persistent issues like hallucinations and probabilistic errors. Lees meer
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Markets Wrap: Ceasefire Uncertainty, Energy Supply Shocks, and Chancellor Miliband?
10 april 2026 · 25 min
On this week’s markets wrap, Merryn Somerset Webb speaks with Helen Thomas of Blonde Money about how Middle East tensions are creating lasting energy disruptions despite ceasefire uncertainty. They warn this could drive persistent inflation and leave the UK particularly exposed. Lees meer
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Cambridge Professor Helen Thompson on the Iran War, Energy Markets and Britain’s Risks
6 april 2026 · 31 min
As the US-Israel war with Iran upends global energy flows, Professor Helen Thompson joins Merryn Talks Money to explain what the shock means for oil, gas, supply chains and the wider world economy. They discuss why this may mark the end of any return to “normal” in energy markets, how Asia and Europe could be hit differently, and why Britain’s energy strategy now looks dangerously exposed. Lees meer
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Active vs Passive: How to Help Your Kids Invest
1 april 2026 · 10 min
On this week's Merryn Talks Money personal finance episode, Merryn Somerset Webb and John Stepek answer an interesting listener question surrounding the active vs passive debate. The pair look at financial data spanning the past 40 years to help a listener understand the pros and cons of active vs passive investing and why passive investing isn't truly passive. Lees meer
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Why Investors Are Rotating Into Commodities with BlackRock's Evy Hambro
30 maart 2026 · 35 min
Why did gold fail to protect portfolios during the latest market shock? In this episode of Merryn Talks Money, Merryn Somerset Webb speaks with Evy Hambro, global head of thematic and sector investing at BlackRock, about the violent moves in gold and silver, the new energy risk premium, and why commodities may be entering a powerful new cycle. They discuss inflation, interest rates, energy security, mining valuations, AI-driven demand for materials, and why investors may need to rethink how much exposure they have to gold, energy and broader commodity equities. Lees meer
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Markets Wrap: Gold, Bonds and Bitcoin Struggle as War Uncertainty Clouds Investor Outlook
27 maart 2026 · 16 min
In this week’s markets wrap, John Stepek, senior reporter and author of the Money Distilled newsletter, and Bloomberg Opinion's Marcus Ashworth discuss how geopolitical uncertainty is leaving investors with few clear safe havens, as gold, bonds, and currencies all behave unpredictably while cash gains appeal. Lees meer
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What's Eating Away at Inheritance Money
25 maart 2026 · 48 min
Merryn Somerset Webb and John Stepek speak with Paula Steele, director at John Lamb Hill Oldridge, about how to pass on an inheritance efficiently — minimising tax, managing the succession process, and avoiding unintended effects on beneficiaries’ motivation. The conversation was recorded at a live Bloomberg.com subscriber event in London on March 17. Lees meer
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The Convergence Trade: Cathie Wood’s Boldest Predictions
23 maart 2026 · 36 min
Cathie Wood, CEO and CIO of Ark Investment Management, joins Merryn Somerset Webb to make the bullish case for the next era of innovation. From AI, robotaxis and CRISPR to Bitcoin, Tesla and SpaceX, she lays out the technologies she believes will drive faster growth, lower costs and major market disruption. Lees meer
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Inflation Isn’t Done: Why the Next Shock Could Be Worse
20 maart 2026 · 28 min
Merryn Somerset Webb sits down with Troy Asset Management founder and chief investment officer Sebastian Lyon to unpack why markets look eerily calm despite mounting geopolitical shocks—and why investors should be far more focused on protecting wealth than chasing returns. Lyon argues we’ve entered a new era of sticky inflation, fragile portfolios, and looming risks in government bonds. He talks about how he’s positioning for volatility, and offers some ideas for navigating markets when the old rules—like 60/40—no longer apply. This conversation was recorded at a live Bloomberg.com subscriber event in London on March 17. Lees meer
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What Are Absolute Return Funds And Should You Invest In Them?
18 maart 2026 · 9 min
On this week's Merryn Talks Your Money personal finance episode, Merryn Somerset Webb and John Stepek tackle another listener question: should you invest in absolute return funds? They start by explaining what an absolute return fund actually is, the pros (aiming for absolute returns makes sense) and cons (it's not easy to achieve consistently) of such an investment, and look at what to consider when trying to pick such a fund. Lees meer
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Why Contrarians Can't Get Enough of Real Assets
16 maart 2026 · 31 min
Contrarian investor Alec Cutler, manager of the Orbis Global Balanced and Cautious funds, joins Merryn Somerset Webb to discuss why global markets are shifting away from speculative growth toward the fundamentals that underpin economies—energy, infrastructure, and national security. Lees meer
Using his “pyramid of needs” framework, Cutler explains why investors are increasingly focusing on the resources and industries that sustain modern economies rather than the technologies built on top of them. The conversation explores opportunities in energy, AI infrastructure, global value stocks, and the changing geopolitical landscape shaping markets.
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Markets Wrap: Private Credit, War and a Lack of Safe Havens
13 maart 2026 · 21 min
Hosts Merryn Somerset Webb and John Stepek assess the market reaction to oil price volatity and question whether gold, bonds or even hard assets can offer capital protection in this fragmented and dangerous world. They also discuss the latest in private credit and what this uncertaintly means for investors. Lees meer
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UK Smart Savings Dilemma: SIPP, ISA or LISA?
11 maart 2026 · 10 min
On this week's Merryn Talks Your Money personal finance episode, Merryn Somerset Webb and John Stepek tackle a listener’s question about an issue many young UK professionals face: where should retirement savings go after auto-enrollment—a SIPP, an ISA or a Lifetime ISA? With markets volatile, rules changing and political risk on the horizon, the pair break down the pros and cons of each option. Lees meer
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Gold, Debt and the AI Boom: A Financial Historian’s Warning
9 maart 2026 · 34 min
On this week's Merryn Talks Money podcast, host Merryn Somerset Webb speaks with financial historian Edward Chancellor about how energy constraints and geopolitical tensions could reshape markets, whether the artificial intelligence boom is a bubble and what it all means for interest rates. Chancellor argues that AI enthusiasm may be overextended, warns of rising long-term rates and sovereign debt risks and makes the case for gold, commodities, Japan and emerging markets over bonds and expensive growth stocks. Lees meer
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Markets Wrap: War, Energy and the Return of Inflation Risk
6 maart 2026 · 11 min
Markets have swung sharply as the escalating war in Iran and across the Middle East injects fresh uncertainty into oil prices, inflation, and the path of interest rates. On this week's markets wrap, Merryn Somerset Webb and John Stepek discuss how prolonged energy supply disruption could Britain from mere chronic stagnation (which is bad enough) and into stagflation. They also explore the fault lines that higher-for-longer rates are starting to open up — from private credit stresses to long-running productivity woes. Lees meer
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Exclusive: Rachel Reeves on Iran Shock, US Trade and Inflation Risks
3 maart 2026 · 29 min
Hosts Merryn Somerset Webb and John Stepek react to the Spring Statement, plus Bloomberg's exclusive interview with Chancellor Rachel Reeves. Lees meer
She sat down with Head of Economics and Government Stephanie Flanders on Tuesday, and discussed Britain's pending trade deal with the US, why it won't affect its view on the conflict with Iran, and the UK's economic future.
Read more: https://www.bloomberg.com/news/articles/2026-03-03/reeves-says-uk-won-t-make-iran-decisions-based-on-us-trade-ties?srnd=homepage-uk
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What Can Quant Trading Strategies Teach Us About Markets?
2 maart 2026 · 42 min
Merryn Somerset Webb speaks with Simon Judes, chief investment officer of Winton, about how to properly understand quantitative investing. Judes attempts to demystify some of the strategies quantitative funds use to allocate capital across different portfolios. They also discuss the role artificial intelligence will play in quant fund research and capital deployment. Lees meer
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