Alle afleveringen
413 afleveringen, van nieuw naar oud
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Is China Reversing Its ‘Uninvestable’ Image?
6 juni 2025 · 29 min
Fidelity International’s Dale Nicholls joins this week’s Merryn Talks Money to discuss the Asian giant as a viable place to park your money. He explains China is now one the most innovative economies in the world. Its research and development spend is up forty-fold since 2000, and you can see the results in its clear leadership in electric vehicles, in battery storage, renewable energy infrastructure and increasingly artificial intelligence. Lees meer
See omnystudio.com/listener for privacy information.
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Go International, Benefit From Volatility, and Other Tips for Investing $100k Right Now
3 juni 2025 · 13 min
Bloomberg personal finance and wealth reporter Suzanne Woolley joins Merryn this week to discuss her latest in the "Where to Invest" series. She shares the promising investment areas wealth managers and market strategists highlighted in her story on how best to invest $100,000 in today’s turbulent market. Lees meer
The ideas that emerged range from technology — yes, the Magnificent 7 is in there — to insurance and health-care stocks, high-quality fixed income and publicly traded private equity stocks.
Read the story:
https://www.bloomberg.com/features/how-to-invest-100k-q3-2025/See omnystudio.com/listener for privacy information.
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Forget Everything You Know About Money
30 mei 2025 · 45 min
Economist Felix Martin joins host Merryn Somerset Webb for this week’s episode of Merryn Talks Money to discuss the common understanding of, well, money. Specifically, why the typical conception of what constitutes it may be inaccurate. Lees meer
Martin, author of the book Money: The Unauthorized Biography and a former fund manager, says that rather than simply being a token medium of exchange, “money” is in fact “a system of ideas; it is the institution of credits and debts. It is the various technologies which have been developed and deployed for recording credits and debts and for transferring credits and debts from one person or one company to another.”
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Japan's Bond Market in Focus
28 mei 2025 · 19 min
Author of the Money Distilled newsletter John Stepek, is joined by Bloomberg Opinion columnist, Marcus Ashworth. Ashworth, covers European markets and was formerly chief markets strategist for Haitong Securities in London. Lees meer
The pair discuss Japan's bond market and what recent market activity means for decision making at the Bank of England.
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Should Commodities Still Have a Place in Your Portfolio?
27 mei 2025 · 27 min
In this week’s episode of Merryn Talks Your Money, Merryn Somerset Webb is joined by Money Distilled author John Stepek to answer listeners’ burning personal finance questions. Lees meer
Together, they tackle whether commodities still deserve a spot in your portfolio as the global economy teeters between inflation, geopolitical turmoil and policy shifts. With prices climbing and environmental concerns limiting new supply, is this the new normal or a bubble waiting to burst?
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Ed Yardeni Says It’s Not as Bad as You Think
23 mei 2025 · 34 min
Think it’s all over for US markets? Think they’re finally going to sink under high valuations, inflated expectations and now a nervous bond market? Maybe think again, says Ed Yardeni of the eponymous firm Yardeni Research. Lees meer
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A Lesson Learnt from Australian Pension Funds
21 mei 2025 · 15 min
In this week's roundup, Merryn Somerset Webb, speaks with Money Distilled newsletter author John Stepek, about the latest UK inflation figures, whether there's trouble on the horizon for the bond market and what lessons investors can learn from Australian pension funds. Lees meer
See omnystudio.com/listener for privacy information.
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Avoiding the Hidden Pitfalls of UK Homebuying
20 mei 2025 · 15 min
Merryn Somerset Webb and John Stepek conclude their mini-series on UK housing with an overview of lesser-known issues that can arise during the home-buying process. The aim of this episode is to help homebuyers learn the things they didn’t know they didn’t know. Webb and Stepek are joined by Anthony Emmerson, director of London mortgage brokers Trinity Financial. Lees meer
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The Fiscal Shift That Means You Must Own Europe
16 mei 2025 · 37 min
Sarah Ketterer, chief executive of Causeway Capital Management, which has over $55 billion in assets under management. joins this week’s Merryn Talks Money to discuss why stocks have rebounded from last month’s bloodbath, and why the US market’s long-held dominance is nevertheless shifting as investors increasingly seek value beyond its borders—in Europe, Japan and South Korea. Lees meer
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Markets Round Up: Private Equity, ISAs, Rachel Reeves
14 mei 2025 · 17 min
In this week's roundup, Merryn Somerset Webb, speaks with Money Distilled newsletter author John Stepek about new proposals to get pension funds to invest more in the UK, whether ISA allowances should be adjusted and UK Chancellor, Rachel Reeves's current performance. Lees meer
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Navigating the Paperwork of Buying a UK Home
13 mei 2025 · 24 min
Hosts Merryn Somerset Webb and John Stepek continue their mini-series on UK housing, with a focus on conveyance. In this context, that means navigating the paperwork and legal requirements involved in the home-buying process, from making an offer to receiving the keys. Lees meer
They speak with Laura Conduit, a specialist property solicitor and partner at Farrer and Co LLP. The trio discuss how to balance price and value when paying for a conveyancer, common stumbling blocks that can derail a sale and why conveyance on a flat can be more expensive than a house.
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The UK's Trade Deals: A Turning Point?
9 mei 2025 · 15 min
In this week's roundup, Merryn Somerset Webb speaks with Money Distilled newsletter author John Stepek about the Bank of England's somewhat surprising decision, the 'Buy the Dip' mentality that still surrounds US markets, and the UK-US trade pact. Lees meer
Research Merryn references:
https://www.convexitymaven.com/wp-content/uploads/2025/04/Convexity-Maven-Chekhovs-Gun.pdfSee omnystudio.com/listener for privacy information.
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Understanding Freehold Versus Leasehold in UK Real Estate
7 mei 2025 · 20 min
In this episode of the Merryn Talks Money UK housing mini-series, hosts Merryn Somerset Webb and Money Distilled author John Stepek delve into the complexities of freehold and leasehold properties with guest Anthony Emmerson, who has worked in the mortgage industry for 20 years and is currently director at Trinity Financial. Lees meer
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The Best Investment Ideas Outside the US
6 mei 2025 · 38 min
The dollar is wobbling. Not everyone is mad for Treasuries anymore. The US is likely headed for recession and it looks like the future of technology might be in China. What’s an investor to do? Lees meer
Move with the times, says Gavekal founding partner and Chief Executive Officer Louis-Vincent Gave. In other words, you don’t have to invest in the US, and in conversation with Merryn this week, he shares his thoughts on the best places to move your money.
Gavekal Research: https://research.gavekal.com/article/prejudice-and-china/
Erik Prince video Louis mentions: https://www.youtube.com/watch?v=WsKtfLRSo2cSee omnystudio.com/listener for privacy information.
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The Growing Chorus Singing Nuclear Power’s Praises
2 mei 2025 · 35 min
Not long ago, it was seen as too slow, too expensive and too controversial to play a major role in the future energy mix. Not anymore. Lees meer
Nick Lawson, chief executive of investment firm Ocean Wall, and Jake Jurewicz, CEO and co-founder of modular reactor startup Blue Energy, join this week’s Merryn Talks Money to explain why they think nuclear power is becoming one of the most compelling long-term energy bets.
See omnystudio.com/listener for privacy information.
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There’s More to the US Market Downturn Than Tariffs
30 april 2025 · 15 min
In this week's roundup, Merryn Somerset Webb, speaks with Money Distilled newsletter author John Stepek about why the Nvidia share price is a magic number, falling UK mortgage rates, buying the dip and covid-level shortages caused by tariffs. Lees meer
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Making Sure You Don’t Buy the Wrong House
29 april 2025 · 21 min
“ Going into the property market without a buying agent is a bit like going to court without a lawyer,” says Black Brick Property Solutions founder Camilla Dell. “You’d never dream of representing yourself, and yet when it comes to buying property, which is often one of the most significant and largest financial commitments that somebody will do in their entire lifetimes, people tend to do that without proper representation.” Lees meer
On this episode of the Merryn Talks Money UK housing mini-series, Dell, who has worked in the London property market for more than two decades, joins hosts Merryn Somerset Webb and Money Distilled author John Stepek to explain the importance of a buying agent.
See omnystudio.com/listener for privacy information.
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Where One Top Value Investor Thinks You Should Put Your Money Now
25 april 2025 · 31 min
Renowned UK value investor Ben Whitmore joins host Merryn Somerset Webb to discuss why he left Jupiter Asset Management, the mission behind Brickwood Asset Management (his new venture) and the focus behind its first fund. Lees meer
Whitmore is zeroing in on buying shares of undervalued UK companies. He tells us which companies, and speaks more generally about the trends he's seeing in the markets.
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The Great Rotation is Here, What's Next For Gold, and UK Borrowing
23 april 2025 · 10 min
In this week's roundup, Merryn Somerset Webb, speaks with Money Distilled newsletter author John Stepek about the recent volatility in the markets, significant increases in gold prices and the role of US President Donald Trump in market shifts and the theoretical versus practical independence of central banks. Lees meer
See omnystudio.com/listener for privacy information.
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Is It Really a Good Idea to Buy New in the UK?
22 april 2025 · 21 min
In this episode of the Merryn Talks Money UK housing mini-series, hosts Merryn Somerset Webb and Money Distilled author John Stepek are joined by Paula Higgins, founder and chief executive of HomeOwners Alliance, to tackle the question: are new-build properties a wise choice? Lees meer
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Are Shared Ownership Properties Actually Worth it?
15 april 2025 · 13 min
As hosts Merryn Somerset Webb and John Stepek, continue on with part 3 of their UK housing mini-series, they help answer a listener question on the pros and cons of buying a shared ownership property in the UK. They are joined by Ray Boulger, of independent mortgage brokers, John Charcol. Lees meer
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Why Economists Are Looking at Economics All Wrong
11 april 2025 · 34 min
(This interview was recorded before the market chaos of this week.) Lees meer
On this week’s episode of Merryn Talks Money, Merryn Somerset Webb sits down with economist James Galbraith, who says there’s a problem with economists. The problem, he says, is that almost all of them are working with the wrong models. They look at economics in terms of equilibrium, as though the natural destination of an economy is “some kind of stable state,” Galbraith says. But absolutely nothing else tends to equilibrium.
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Trump, Trade Wars and the Basis Trade
10 april 2025 · 21 min
In this week's roundup, Merryn Somerset Webb, speaks with Money Distilled newsletter author John Stepek about trade wars, the end to American exceptionalism and President Donald Trump might actually be winning. Lees meer
https://www.bloomberg.com/news/newsletters/2025-04-09/everything-you-need-to-know-about-the-basis-trade-spooking-markets
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Why Hiring a UK Mortgage Broker Is Probably a Good Idea
8 april 2025 · 14 min
In this week’s installment of Merryn Talks Your Money, hosts Merryn Somerset Webb and Money Distilled author John Stepek continue their UK housing mini-series. On this episode, they question the value-add of mortgage brokers when buying a home in Britain. How essential are they? Lees meer
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Why This Is China’s Year in Markets
4 april 2025 · 31 min
It wasn’t long ago that China was considered “uninvestable” and that the “exceptional” US market was the only game in town. That’s not the case anymore. According to Edward Cole, Man Group’s head of multi-strategy equities, nothing is permanently exceptional or uninvestable. Once you accept that premise, the great rotation currently underway makes a lot more sense. Lees meer
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Tariffs, Brexit Benefits and the Minimum Wage
3 april 2025 · 14 min
In this week's roundup, Merryn Somerset Webb, speaks with Money Distilled newsletter author John Stepek about how US tariffs have highlighted a benefit of Brexit and why they believe the minimum wage is too high. Lees meer
See omnystudio.com/listener for privacy information.
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How to Buy a House in the UK Right Now
2 april 2025 · 23 min
We're kicking off our special series on how to navigate the UK housing market. Professor Yolande Barnes at University College London joins host Merryn Somerset Webb to discuss the market as a whole: what’s the outlook for home prices, what’s the best strategy when purchasing your first property and why the UK is at risk of an oversupply in houses. Lees meer
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There’s a Stock Picker’s Paradise Waiting for You
28 maart 2025 · 32 min
Alyx Wood, chief investment officer of UK-focused hedge fund Kernow Asset Management, joins Merryn this week. We discuss his contrarian approach to investing, where he is short, where he is long, and why he's decided to focus on UK equities. Lees meer
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Spring Statement Reaction: Reeves’s Margin of Safety Looks Too Narrow
27 maart 2025 · 19 min
In this week's roundup, Merryn speaks with Money Distilled newsletter author John Stepek about Chancellor Rachel Reeves's Spring Statement. They discuss what it means for your money, and why despite the Chancellor’s cuts and tweaks, the UK’s fiscal head room remains inadequate. Lees meer
See omnystudio.com/listener for privacy information.
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Where to Invest $1 Million Right Now
26 maart 2025 · 16 min
Bloomberg personal finance reporter Suzanne Woolley is back on Merryn Talks Your Money. She discusses her latest in the 'Where to Invest' series, where four investment experts share suggestions on where they'd put $1 million right now. Ideas include European stocks, multifamily housing and art. Lees meer
See omnystudio.com/listener for privacy information.
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Buy and Hold is Dead. Billionaire Michael Spencer on Why Good Investors Trade A Lot.
21 maart 2025 · 31 min
UK billionaire Michael Spencer joins Merryn this week to explain why he’s betting big on Nutshell Asset Management’s trading strategy. Lees meer
There isn’t much everyone agrees on in markets. But one thing you rarely hear an argument against is the importance of trading as little as possible. The higher your turnover, the higher your costs go and the worse your overall performance will be. So find good quality stocks you have faith in and hold them for the very long term—Warren Buffett or Nick Train style.
Or maybe don’t. Spencer, the billionaire behind one of the world’s biggest financial brokerage fortune, says the low turnover story is old hat. There has been a change in market structure, he says, and trading costs today are “microscopic” compared with even a few years ago.
See omnystudio.com/listener for privacy information.
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Sort Your Finances Out Before Reeves’s Big Day
20 maart 2025 · 15 min
In this week's roundup, Merryn speaks with Money Distilled newsletter author John Stepek about Chancellor Rachel Reeves's upcoming fiscal event and what it could mean for your finances. Lees meer
See omnystudio.com/listener for privacy information.
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Why Dying Broke May Not Be a Bad Idea
18 maart 2025 · 17 min
On this week’s personal finance edition of Merryn Talks Money, hosts Merryn Somerset Webb and John Stepek discuss a selection of reader questions. Lees meer
Among them are why pension planning could be different between men and women, what to consider when choosing an Individual Savings Account in the UK and why dying broke might not be such a bad idea.
See omnystudio.com/listener for privacy information.
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Looking to Protect Your Wealth In Crazy Markets? Here's How.
14 maart 2025 · 35 min
Troy Asset Management founder Sebastian Lyon joins Merryn this week to talk strategies for protecting your capital in these crazy markets. They also discuss how the low interest-rate environment hit the UK investment trust industry hard, and the way he sees it rebounding, as well as American exceptionalism and why there are good reasons to be cautious about investing in the US, and his outlook for gold. Lees meer
See omnystudio.com/listener for privacy information.
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Time To Consider Investing in German Companies and What About That 'Trump Put'?
13 maart 2025 · 22 min
The great John Authers, senior markets editor and Opinion columnist at Bloomberg, joins Merryn and John Stepek for this week's roundup. He talks about his time in Frankfurt, explaining "the biggest turning point for German economic policy at least since reunification, and possibly much longer." He also points out why German companies look like good value ( "take 10 percent out of your Mag7 ETF and put it into a Stocks Industrials ETF, and that will move things very quickly") and whether Wall Street is losing hope in the 'Trump put.' Lees meer
Disclaimer: Merryn's audio isn't great in this episode but we'll have it fixed by next week. The Johns sound excellent.
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Is There a Tradeoff Between Net Zero and UK Growth?
6 maart 2025 · 32 min
There’s no tradeoff between net zero and growth in the UK. That’s the conventional wisdom and the position of the current government. But what if it’s the decline in available electricity that’s causing productivity, GDP and living standards to stagnate? Lees meer
New research from Kallum Pickering, chief economist at Peel Hunt, suggests there may indeed be a connection. He joins Merryn Somerset Webb and senior reporter John Stepek on Merryn Talks Money to explain that the rise of power-hungry artificial intelligence and the UK’s renewed focus on defense may mean the government should reexamine its energy policies.
See omnystudio.com/listener for privacy information.
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Where to Invest $100,000 Right Now
4 maart 2025 · 18 min
Merryn speaks with Bloomberg personal finance and wealth reporter Suzanne Woolley about the latest instalment in her "Where to Invest" series. They discuss where four money managers said they’d put a $100,000 stake right now. Opportunities mentioned include stocks outside the US, tech and a holiday house in Greece. Lees meer
Read the story here: https://www.bloomberg.com/features/how-to-invest-100k-q2-2025/
See omnystudio.com/listener for privacy information.
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GMO's Jeremy Grantham Warns US Stocks Are About to Be Crushed
28 februari 2025 · 42 min
Merryn Somerset Webb interviews GMO co-founder and notorious caller of market bubbles Jeremy Grantham. Grantham, who also serves as the firm’s long-term investment strategist, leans in to his more than five decades of investing experience to explain the current “super bubble” in the markets. He comments on when we’ll see a correction, the fate of the green transition and why he’s so concerned about population decline. Lees meer
Sign up for Merryn's newsletter:
https://www.bloomberg.com/account/newsletters/merryn-talks-moneyAnd for John's:
https://www.bloomberg.com/account/newsletters/money-distilledSee omnystudio.com/listener for privacy information.
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Magnificent 7 Stocks Slip Into Correction, Bitcoin Dips and Trump's "Gold Card" Idea
26 februari 2025 · 18 min
In this week's roundup, Merryn speaks with Money Distilled newsletter author John Stepek about the souring mood on America’s equity market, particularly megacap tech.
In case you missed it (or were on holiday like John), the seven behemoths that powered a 54% surge in US stocks over two years tumbled into a collective correction Tuesday. They also discuss the latest moves in Bitcoin and Donald Trump's "gold card" plan. Lees meerSee omnystudio.com/listener for privacy information.
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Which Golden Visas Are the Shiniest of All?
26 februari 2025 · 22 min
Want a different passport? Wish you lived somewhere with a better tax policy or even better weather? With enough money, it is possible. It’s called citizenship by investment, a process of gaining permanent residency by purchasing property or investing in the economy. On this week’s episode of Merryn Talks Money, host Merryn Somerset Webb speaks with Dominic Volek, group head of private clients at Henley & Partners, about why expats are deciding to move—and which countries have the best offers. Lees meer
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Why Avoiding Investments Is as Important as Investing
21 februari 2025 · 33 min
Every decade has its story for investors. The 1970s were all about gold. The 1980s were all about Japan. In the 1990s it was the Internet. In the 2000s, we all shoveled money into China and emerging markets. And in the 2010s, we had eyes for nothing but software and American exceptionalism. So what’s next? That’s the question Jawad Mian, founder and managing editor of Stray Reflections, tries to answer on this week’s Merryn Talks Money. Lees meer
See omnystudio.com/listener for privacy information.
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UK Inflation Rises to 10-Month High, Protecting Your Savings, and Energy Talk
19 februari 2025 · 17 min
In this week's roundup, Merryn speaks with Money Distilled newsletter author John Stepek about why the inflation reading was so surprising, why it's more important than ever to protect your savings, and why the cost of energy is such a hot topic globally. Lees meer
See omnystudio.com/listener for privacy information.
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What Do You Need All That Cash For?
18 februari 2025 · 15 min
On this week’s personal finance edition of Merryn Talks Money, hosts Merryn Somerset Webb and Bloomberg Money Distilled author John Stepek turn their attention to cash Individual Savings Accounts (ISAs) and how the rules around them may soon change--and why that means you should think about how much cash you've got saved. Lees meer
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What Would Adam Smith Think of Donald Trump?
14 februari 2025 · 49 min
What would philosopher and political economist Adam Smith think of Donald Trump’s love of tariffs? What would he make of the Republican president’s approach to taxes and deregulation? On this episode of Merryn Talks Money, recorded last week in Dubai, a special panel joins host Merryn Somerset Webb to try and answer those questions using Smith’s texts as a guide. They also talk about the global investment landscape and how the Gulf region, and particularly the United Arab Emirates, is a good place to launch a career. Lees meer
In front of an audience at the Heriot-Watt University campus, Webb was joined by Adam Dixon, chair in sustainable capitalism at Panmure House, Ashley Hunter, founding partner of A. Hunter & Co., and Iqbal Kham, chief executive of Fajr Capital Group, an impact-driven investment firm.
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What to Make of Gold’s Tremendous Rise
11 februari 2025 · 32 min
Gold is enjoying a bump after President Donald Trump announced new tariffs on US steel and aluminum imports this week. Merryn speaks with reporter Jack Ryan, who covers mining and precious metals, and gold market veteran Charlie Morris of ByteTree to discuss what’s driving gold’s ascent and what investors can do to make some money out of the moves. Lees meer
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The Perpetual Hunt for ‘Alpha’
7 februari 2025 · 38 min
All investors look for an edge. You only make real money by having “alpha,” as the jargon goes. On this week’s episode of Merryn Talks Money, host Merryn Somerset Webb is joined by a guest who knows all about the quest for advantage: Bloomberg Indices Quant Researcher Steve Hou. Lees meer
Put simply, Hou’s job is to find what “works” in markets and then find ways to capture it for investors. So what’s he been investigating? Recent topics include how to identify innovative companies and the role of research and development spending within that. It’s more complicated than you might expect.
R&D:https://www.bloomberg.com/professional/insights/trading/the-innovation-factor-the-power-of-rd-persistence/
Pricing Power:https://www.bloomberg.com/professional/insights/financial-services/cracking-the-code-of-pricing-power/
ANR/Turnaround factor:https://www.bloomberg.com/professional/insights/trading/analyst-ratings-improvers-a-bet-on-turnaround-companies/
AI whitepaper:https://situational-awareness.ai/See omnystudio.com/listener for privacy information.
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Trump's Tariff Threats and Central Banks, Gold's Surge, and US Equities
5 februari 2025 · 17 min
In this week's roundup, senior writer and Money Distilled author John Stepek speaks with Opinion columnist Marcus Ashworth. They discuss what Trump’s tariff threats mean for your money, gold's surge, and why there’s more to equities than just US stocks. Lees meer
Marcus's latest column: https://www.bloomberg.com/opinion/articles/2025-02-03/trump-tariffs-ecb-dithers-while-euro-economy-flatlines
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Don't Leave Your Family a Nightmare When You Die
4 februari 2025 · 29 min
On this week’s personal finance edition of Merryn Talks Money, the conversation revolves around effective financial planning for one’s eventual death. Lees meer
Merryn Somerset Webb sits down with Matthew Hutton, author of Your Last Gift: Getting Your Affairs in Order, to discuss practical advice on how to navigate the inheritance tax, write a will, choose an executor, manage digital assets and ensure one’s heirs avoid delays when it comes to accessing money after your death.
LISTENER NOTE: We added in more clarification around the Intestacy Rules and how they operate in an updated version of the episode.
Read more: https://www.bloomberg.com/opinion/articles/2024-04-29/death-admin-don-t-leave-your-family-a-nightmare-when-you-die
Matthew Hutton's book: https://www.yourlastgiftbook.com/
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Reeves' Heathrow-Fueled Growth Plan, DeepSeek and the Effect on US Big Tech, and Mini-Bubbles are Bubblin'
31 januari 2025 · 24 min
In this week's roundup, Merryn speaks with Money Distilled newsletter author John Stepek about Chancellor Rachel Reeves' growth speech this week, and the obstacles she'll likely face getting her ideas across the line. They also discuss whether Chinese AI startup DeepSeek is good news or worrying news for US Big Tech. John says bottom line is remember: there should be more room foruncertainty in stock prices. Investors should never pay for perfect. Lees meer
See omnystudio.com/listener for privacy information.
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DeepSeek's Disruption and What It Means for Your Investments
28 januari 2025 · 49 min
Founder and Manager of the Blue Whale Growth Fund Stephen Yiu joins this week to discuss the Big Tech selloff, his outlook for AI and where he’s investing now. Yiu, whose investment fund is backed by billionaire Peter Hargreaves, reduced its stakes in major US technology companies on concern over the costs of AI at the end of 2024. What did he see that other investors didn't? And where does he see opportunities now? Lees meer
Plus, what Stephen is reading now: Lucky Loser: How Donald Trump Squandered His Father's Fortune and Created the Illusion of Success
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