Alle afleveringen
413 afleveringen, van nieuw naar oud
-
To Get The UK Growing Again, We Need Cheap, Secure Energy with Simon French
24 januari 2025 · 41 min
Panmure Liberum Chief Economist Simon French joins host Merryn Somerset Webb and senior reporter John Stepek to discuss why boosting the UK's growth should start with encouraging North Sea oil and gas production. Lees meer
The book Simon recommends at the end of the interview is called Digital Minimalism.
See omnystudio.com/listener for privacy information.
-
Trump Memecoin Frenzy, Herald Trust Says No to Saba, and Rachel Reeves in Davos
23 januari 2025 · 19 min
In this week's roundup, Merryn speaks with Money Distilled newsletter author John Stepek about what TrumpCoin signals for the US presidency and the crypto industry, where the investment trust showdown stands now that Boaz Weinstein's Saba Capital failed to take control of Herald Investment Trust, and Chancellor Rachel Reeves' conversation with Bloomberg in Davos. Lees meer
See omnystudio.com/listener for privacy information.
-
When to Invest in Venture Capital Trusts
21 januari 2025 · 21 min
Correction One of our brilliant listeners wrote in to point out an inaccuracy in the original podcast. We've removed the inaccuracy, in which the guest said you can roll previous capital gains into a VCT. In fact, while gains made from a VCT can be CGT free, you CANNOT roll over capital gains on other assets you have sold into a VCT. We will also address in the next personal finance episode. Lees meer
On this week’s personal finance edition of Merryn Talks Money, host Merryn Somerset Webb speaks with Tony Dalwood, Chief Executive Officer of Gresham House, a specialist alternative asset manager, about Venture Capital Trusts (VCTs)—what are their benefits and when they are best employed.
Note: Listeners should always take advice before investing.
See omnystudio.com/listener for privacy information.
-
Merryn and John Discuss the Showdown Between Saba and Investment Trusts
17 januari 2025 · 30 min
In this week's Merryn Talks Money market roundup, there's only one story on our host's mind. Merryn and Money Distilled newsletter author John Stepek talk about US activist investor Boaz Weinstein of Saba Capital and his high-profile attempt to unseat the boards of seven UK-listed investment trusts. Weinstein argues that a combination of weak three-year performance and too much tolerance of wide discounts means investors should welcome Saba's attentions; the boards argue that Saba is self-serving and that victory for the US investor would leave shareholders facing an uncertain future. "Everyone is right", concludes Merryn. But if you're a shareholder in any of these trusts, then what should you be doing about it? Lees meer
See omnystudio.com/listener for privacy information.
-
How Saba's Boaz Weinstein Plans to Transform UK Investment Trusts
15 januari 2025 · 51 min
“We’re not here to make trouble.” So says Boaz Weinstein, founder and chief investment officer of activist investor Saba Capital Management, who joins this episode of the Merryn Talks Money podcast, hosted by senior reporter John Stepek. Lees meer
His claim may come as news to boards of many UK investment trusts. Saba has taken large stakes in seven of them and called extraordinary general meetings. Those gatherings could result in existing boards being swept away and replaced by Saba's favored candidates when voting happens over the next few weeks.
Why the UK? Why investment trusts? And why now? Listen to hear Weinstein's answers.
(Corrects podcast to remove incorrect statement about fund performance data.)
Sign up to Merryn's newsletter: https://www.bloomberg.com/account/newsletters/merryn-talks-money
See omnystudio.com/listener for privacy information.
-
How to Start Your Investment Journey
14 januari 2025 · 28 min
Each week on the Merryn Talks Money podcast, we discuss strategies for investing with industry experts. But rarely do we talk about how to get started on that investment journey. On this episode, Holly Mackay, founder and chief executive of Boring Money, joins hosts Merryn Somerset Webb and John Stepek to do just that. Lees meer
They chat about how to get started in choosing an investment platform, including answering a key question (what is an investment platform?) and looking at the main options available.
See omnystudio.com/listener for privacy information.
-
The 'Humble' Investor Says Sell Private Equity, Sell US Tech, Buy Polish Small Caps
10 januari 2025 · 46 min
Daniel Rasmussen, founder of Verdad Advisers and author of The Humble Investor: How to Find a Winning Edge in a Surprising World, joins Merryn this week. Lees meer
They discuss his book, why all forecasts are wrong (and why we need them anyway), the case for selling US tech and buying small caps, whether we’re in an artificial intelligence bubble, and Japanese equities.
See omnystudio.com/listener for privacy information.
-
Plunging UK Markets, What's Reeves Moment, and the ESG Rollback
8 januari 2025 · 13 min
In the first roundup of the year, Merryn speaks with Money Distilled newsletter author John Stepek about anxiety in the markets, sterling and UK gilt prices tumbling, and the fresh pressure facing Rachel Reeves and the Treasury from soaring borrowing costs. Plus, a look at the rollback on ESG measures across companies. Lees meer
Don't forget, sign up to Merryn's newsletter: https://www.bloomberg.com/account/newsletters/merryn-talks-money
See omnystudio.com/listener for privacy information.
-
Best Of: How to Invest in the Coming Space Gold Rush with Tim Marshall
3 januari 2025 · 58 min
We bring you another favourite from our episodes this year: Merryn's conversation with Tim Marshall, author of The Future of Geography and a former diplomatic and foreign affairs editor at Sky News. Lees meer
He says there could be a "gold rush" in space. Just as miners in the 19th century ventured into the lawless frontiers of North America, the presence of rare materials on the moon and elsewhere might fuel a race to harness the opportunities of outer space.
“This might be one of the most profitable things in the 21st century.”
See omnystudio.com/listener for privacy information.
-
Best Of: Lyn Alden Talks Bitcoin and Explains Why Money is Falling Behind the Times
27 december 2024 · 1 uur 1 min
For every listener who has written in to say "You must speak to Lyn Alden"--we're reposting our interview for you. Lees meer
So this holiday break, please enjoy investment and macroeconomic analyst Lyn Alden exploring the history and future of money with Merryn. Alden discusses her book Broken Money: Why Our Financial System is Failing Us and How We Can Make it Better.
See omnystudio.com/listener for privacy information.
-
Money Stuff Podcast: Stripe's John Collison
20 december 2024 · 50 min
While Merryn and John enjoy a holiday break, we bring you an episode from our colleagues on the Money Stuff podcast team. Hosts Matt Levine and Katie Greifeld spoke earlier this year with John Collison, the co-founder and president of Stripe. Here is their conversation on the financial services business, why payments are hard, what's good about crypto, why IPOs don't matter and how to fly planes. Lees meer
See omnystudio.com/listener for privacy information.
-
UK Wage Inflation, American Euphoria and The Investment Trust Invasion
18 december 2024 · 19 min
In this week's roundup, Merryn speaks with Money Distilled newsletter author John Stepek about the downside that comes with UK wages going up, Guy Hands and military homes, US exuberance reaching critical levels, and why it's important that US activist fund manager Saba Capital has been building up positions in lots of investment trusts. Lees meer
Become a Bloomberg.com subscriber using our special intro offer at bloomberg.com/podcastoffer. You’ll get episodes of this podcast ad-free and unlock access to deep reporting, data and analysis from reporters around the world. Already a subscriber? Connect your account on the Bloomberg channel page in Apple Podcasts to listen ad-free.
Sign up to Merryn's newsletter: https://www.bloomberg.com/account/newsletters/merryn-talks-money
See omnystudio.com/listener for privacy information.
-
If You Had to Buy Something Now and Hold It For 18 Years, What Would It Be?
17 december 2024 · 29 min
In this week’s personal finance edition of Merryn Talks Money, we discuss what you should stow away for your kids until they turn 18. Lees meer
Become a Bloomberg.com subscriber using our special intro offer at bloomberg.com/podcastoffer. You’ll get episodes of this podcast ad-free and unlock access to deep reporting, data and analysis from reporters around the world. Already a subscriber? Connect your account on the Bloomberg channel page in Apple Podcasts to listen ad-free.
Sign up to Merryn's newsletter: https://www.bloomberg.com/account/newsletters/merryn-talks-money
See omnystudio.com/listener for privacy information.
-
Everyone Wants Their Money to Come Home with Russell Napier
13 december 2024 · 38 min
Market historian Russell Napier joins Merryn to explain that economic nationalism will have negative consequences for some nations. They also talk Bitcoin and cryptocurrencies. Lees meer
Become a Bloomberg.com subscriber using our special intro offer at bloomberg.com/podcastoffer. You’ll get episodes of this podcast ad-free and unlock access to deep reporting, data and analysis from reporters around the world. Already a subscriber? Connect your account on the Bloomberg channel page in Apple Podcasts to listen ad-free.
Sign up to Merryn's newsletter: https://www.bloomberg.com/account/newsletters/merryn-talks-money
See omnystudio.com/listener for privacy information.
-
Oman Leapfrogs London, Pension Funds and Private Assets, Executive Pay
12 december 2024 · 19 min
In this week's roundup, Merryn speaks with Money Distilled newsletter author John Stepek about the UK stock market's shrinking influence, why pension funds are so keen to invest in private assets, and everyone's favourite: executive pay. Lees meer
Become a Bloomberg.com subscriber using our special intro offer at bloomberg.com/podcastoffer. You’ll get episodes of this podcast ad-free and unlock access to deep reporting, data and analysis from reporters around the world. Already a subscriber? Connect your account on the Bloomberg channel page in Apple Podcasts to listen ad-free.
Sign up to Merryn's newsletter: https://www.bloomberg.com/account/newsletters/merryn-talks-money
See omnystudio.com/listener for privacy information.
-
What are the Financial Benefits of Getting Married ?
11 december 2024 · 19 min
In this week’s personal finance edition of Merryn Talks Money, hosts Merryn Somerset Webb and John Stepek answer the question: what are the financial benefits of getting married in the UK? Lees meer
Become a Bloomberg.com subscriber using our special intro offer at bloomberg.com/podcastoffer. You’ll get episodes of this podcast ad-free and unlock access to deep reporting, data and analysis from reporters around the world. Already a subscriber? Connect your account on the Bloomberg channel page in Apple Podcasts to listen ad-free.
Sign up to Merryn's newsletter: https://www.bloomberg.com/account/newsletters/merryn-talks-money
See omnystudio.com/listener for privacy information.
-
Saxo’s 'Outrageous' Forecast Sees Trump Blowing Up the Dollar
6 december 2024 · 34 min
It’s that time when analysts unveil their forecasts for 2025. But every year, Saxo Bank releases a different type of prediction—not of events likely to happen, but rather those that probably won’t. But if they do—they would send shockwaves across financial markets. So it’s good to start talking about the possibility. Lees meer
Saxo Chief Macro Strategist John Hardy joins this week’s Merryn Talks Money to discuss the list, which includes Nvidia ballooning to twice the value of Apple and Donald Trump crushing the US dollar.
See omnystudio.com/listener for privacy information.
-
Euro Chaos, London's Shrinking Exchange, and the Cult of US Stocks
4 december 2024 · 15 min
In this week's roundup, Money Distilled newsletter author John Stepek is joined by Opinion columnist Marcus Ashworth. They talk euro chaos this week, London's shrinking stock market, and why the cult of US stocks is not going to end well. Lees meer
Become a Bloomberg.com subscriber using our special intro offer at bloomberg.com/podcastoffer. You’ll get episodes of this podcast ad-free and unlock access to deep reporting, data and analysis from reporters around the world. Already a subscriber? Connect your account on the Bloomberg channel page in Apple Podcasts to listen ad-free.
Sign up to Merryn's newsletter: https://www.bloomberg.com/account/newsletters/merryn-talks-money
See omnystudio.com/listener for privacy information.
-
How to Navigate the Great Wealth Transfer
3 december 2024 · 18 min
In this week’s personal finance edition of Merryn Talks Money, Merryn John discuss strategies for managing your inheritance. Lees meer
Millennial listener Kewin has a conundrum. He’s inherited money and is expecting more in the future. But rather than leaving it in a savings account or buying Bitcoin, he wants to put the money to work. He’s seen financial advice on TikTok suggesting he should put his assets into a global tracker, but Kewin also wants to explore the idea of using an active manager.
Webb and Stepek offer up some advice that might help inform Kewin’s decision. They touch on pension maximization, risk appetite, active vs. passive investing, mortgage paydowns and Warren Buffett’s philosophy on succession planning.
See omnystudio.com/listener for privacy information.
-
Argonaut’s Barry Norris Says Invest in Argentina and the US
29 november 2024 · 44 min
“Capital goes where it’s needed and stays where it’s treated well. That’s not the UK and that’s not Europe: currently, it’s the US and it’s Argentina.” Lees meer
So says Barry Norris, chief executive of Argonaut Capital Partners, on this week’s episode of Merryn Talks Money. The UK finance veteran decries Labour tax policies in the UK while pointing to opportunities in the Americas. He suggests good places to invest and shares his thoughts on Bitcoin.
See omnystudio.com/listener for privacy information.
-
The Lights Are Flashing Red for America --And Amber for the UK
27 november 2024 · 15 min
In this week's roundup, Merryn and Money Distilled newsletter author John Stepek discuss why they still think prices for US companies are still too high, why the UK government isn't making investing in Britain particularly appealing (although the UK is still cheap!) and John gives his two cents on the car finance scandal and why it could be worse than we think. Lees meer
Become a Bloomberg.com subscriber using our special intro offer at bloomberg.com/podcastoffer. You’ll get episodes of this podcast ad-free and unlock access to deep reporting, data and analysis from reporters around the world. Already a subscriber? Connect your account on the Bloomberg channel page in Apple Podcasts to listen ad-free.
Sign up to Merryn's newsletter: https://www.bloomberg.com/account/newsletters/merryn-talks-money
See omnystudio.com/listener for privacy information.
-
Fallout From the UK Car Financing Commission Scandal
26 november 2024 · 14 min
On this personal finance edition of Merryn Talks Money, host Merryn Somserset Webb is joined by Bloomberg reporters Harry Wilson and Eleanor Thornber to discuss the brewing crisis in Britain’s car finance industry. Lees meer
Become a Bloomberg.com subscriber using our special intro offer at bloomberg.com/podcastoffer. You’ll get episodes of this podcast ad-free and unlock access to deep reporting, data and analysis from reporters around the world. Already a subscriber? Connect your account on the Bloomberg channel page in Apple Podcasts to listen ad-free.
Sign up for the newsletter:
https://www.bloomberg.com/merrynnewsletterSee omnystudio.com/listener for privacy information.
-
Listen Now: Beak Capitalism from Odd Lots
24 november 2024 · 2 min
In this limited series, Odd Lots explains some of the thorniest issues facing the US economy through the medium of … chicken. Chicken occupies a unique position in the US diet, but issues facing the poultry industry illustrate wider points about the development of the US economy and the decisions being made about how it's structured and who benefits from it. So why has the chicken industry evolved in the way that it has? What’s been driving the price increases in eggs and meat? And what does it all say about things like inflation, the labor market and the nature of American capitalism? Lees meer
Check out Beak Capitalism on Odd Lots wherever you get your podcasts.
See omnystudio.com/listener for privacy information.
-
How to Make Britain Prosperous Again with Sam Bowman
22 november 2024 · 45 min
Sam Bowman, founding editor of the online magazine Works in Progress, now part of payment processing platform Stripe, joins to discuss why he thinks Britain has stagnated and the main problems hindering growth. He also offers what he considers simple solutions for tackling those problems. Lees meer
Become a Bloomberg.com subscriber using our special intro offer at bloomberg.com/podcastoffer. You’ll get episodes of this podcast ad-free and unlock access to deep reporting, data and analysis from reporters around the world. Already a subscriber? Connect your account on the Bloomberg channel page in Apple Podcasts to listen ad-free.
Sign up for the newsletter:
https://www.bloomberg.com/account/newsletters/merryn-talks-moneySee omnystudio.com/listener for privacy information.
-
The Farmers Are (Rightfully) Angry and UK Inflation Ticks Up
21 november 2024 · 16 min
In this week's roundup, Merryn and Money Distilled newsletter author John Stepek discuss why UK farmers are angry about inheritance tax and what the latest UK inflation data suggests that the Bank of England's caution is justified. Lees meer
DISCLAIMER: Merryn owns. crap farm. John owns an outrage farm that you can visit on X.
Become a Bloomberg.com subscriber using our special intro offer at bloomberg.com/podcastoffer. You’ll get episodes of this podcast ad-free and unlock access to deep reporting, data and analysis from reporters around the world. Already a subscriber? Connect your account on the Bloomberg channel page in Apple Podcasts to listen ad-free.
Sign up to Merryn's newsletter: https://www.bloomberg.com/account/newsletters/merryn-talks-money
See omnystudio.com/listener for privacy information.
-
How Does the UK Pension Drawdown Work?
19 november 2024 · 28 min
Hosts Merryn Somerset Webb and John Stepek speak with Bloomberg Opinion columnist Stuart Trow, author of “The Bluffer’s Guide to Economics,” about pension drawdown, which is a way to access your pension income when you retire while leaving the rest invested. Trow tackles how it works and offers suggestions on how best to manage it. Lees meer
SPECIAL ANNOUNCEMENT: Merryn is getting her own newsletter.
Sign up here: https://www.bloomberg.com/account/newsletters/merryn-talks-moneySee omnystudio.com/listener for privacy information.
-
Why AI-Driven Productivity Is a Decade Away in the UK
15 november 2024 · 31 min
Economist Diane Coyle, currently the Bennett professor of public policy at the University of Cambridge, analyzes artificial intelligence’s potential economic impact—from people’s jobs to their productivity—on this week’s episode of Merryn Talks Money. Lees meer
Merryn is getting her own newsletter.
Sign up here: https://www.bloomberg.com/account/newsletters/merryn-talks-moneySee omnystudio.com/listener for privacy information.
-
Everybody Relax. We're Talking About Crypto.
13 november 2024 · 20 min
In this week's roundup, Merryn and Money Distilled newsletter author John Stepek discuss the latest Bitcoin boom in the wake of Donald J. Trump’s confirmation as President Elect. Is there more room for Bitcoin, Dogecoin, and other cryptocurrencies to rise? What headwinds are in store? And how much Bitcoin do Merryn and John own? Lees meer
SPECIAL ANNOUNCEMENT: Merryn is getting her own newsletter.
Sign up here: https://www.bloomberg.com/account/newsletters/merryn-talks-moneySee omnystudio.com/listener for privacy information.
-
Is There a Smarter Way to Pay Your Taxes?
12 november 2024 · 17 min
In this week’s personal finance edition of Merryn Talks Money, hosts Merryn Somerset Webb and John Stepek discuss a listener question about whether setting up a limited liability company is a good strategy to save on taxes in the UK. Lees meer
See omnystudio.com/listener for privacy information.
-
Why Trump’s Victory Is Musk’s ‘Tech-Bro Coup’
8 november 2024 · 43 min
On this episode of Merryn Talks Money, we discuss what the Republican’s second term means for the US, the UK and the Tesla CEO. Pippa Malmgren, economist, author and former adviser to Republican President George W. Bush and Helen Thomas, founder and chief executive of BlondeMoney join. Lees meer
They also discuss what UK-US relations will look like under Trump, how Britain’s exit from the European Union highlights the importance of the “special relationship” and how investors can profit from likely policy changes under the new US government—which includes the case for buying Bitcoin.
See omnystudio.com/listener for privacy information.
-
A Dose of Cynicism from John and The Case for Becoming a Barrel Maker
7 november 2024 · 13 min
In this week's roundup, Merryn and Money Distilled newsletter author John Stepek chat about the unsurprising Bank of England decision to cut the UK's key interest rate to 4.75%. And they discuss the increase in the cost of university fees and once again explain why the student loan system is so broken. Lees meer
See omnystudio.com/listener for privacy information.
-
DC and DB Pension Schemes: What They Are and How They Work
5 november 2024 · 17 min
In this week’s personal finance edition of Merryn Talks Money, hosts Merryn Somerset Webb and John Stepek discuss a listener question about the difference between UK defined benefit and defined contribution pensions. Lees meer
The listener, Mustafa, said he originally had a defined benefit pension but has since moved over to a defined contribution scheme. He wants more information about each of the pension types and is starting to question the change. Webb and Stepek help him understand the pros and cons of each scheme and make it very clear what they might prefer for their own pensions.
See omnystudio.com/listener for privacy information.
-
Live Event: What Did Rachel Reeves Risk With Her First Budget?
31 oktober 2024 · 51 min
In a live-recorded episode of Merryn Talks Money, hosts Merryn Somerset Webb and John Stepek are joined in London by Bloomberg Head of Economics and Government Stephanie Flanders and former UK Office for Budget Responsibility (OBR) Chief of Staff Andy King to discuss the first budget presented by Chancellor of the Exchequer Rachel Reeves. Lees meer
See omnystudio.com/listener for privacy information.
-
What Japan’s Angry Voters Mean for Your Money and Falling Fertility
30 oktober 2024 · 16 min
In this week's roundup, Merryn is back with Money Distilled newsletter author John Stepek. They focus on Japan. There was an election on Sunday that left the country without a clear winner for the first time since the 1990s. They discuss what that means for the world’s fourth-largest economy-- what it could mean for markets. They also discuss fertility rates in both Japan and the UK. Lees meer
Last chance to register:
Join us at Bloomberg on Oct. 31, the morning after the Budget, for a taping of the podcast in front of an audience. Register here:
https://go.bloomberg.com/attend/invite/merryn-talks-budget/
See omnystudio.com/listener for privacy information.
-
The Best Way to Handle UK Student Debt
29 oktober 2024 · 15 min
In this week’s personal finance edition of Merryn Talks Money, hosts Merryn Somerset Webb and John Stepek answer a question from listener Hugo. He’s in his twenties and wondering what financial strategy graduates like him might find the most rewarding—from buying a house to investing in the equity market. Lees meer
Join us at Bloomberg on Oct. 31, the morning after the Budget, for a taping of the podcast in front of an audience. Register here:
https://go.bloomberg.com/attend/invite/merryn-talks-budget/See omnystudio.com/listener for privacy information.
-
Why Everything You Think You Know About Money Is Wrong
25 oktober 2024 · 34 min
Author and economist David McWilliams joins Merryn to discuss his latest book Money: A Story of Humanity, and how the evolution of currency is central to the rise and fall of civilizations. Lees meer
See omnystudio.com/listener for privacy information.
-
Gold’s Record-Breaking Run and Geopolitical Conspiracy Theories
23 oktober 2024 · 13 min
In this week's roundup, Money Distilled newsletter author John Stepek is joined once again by Bloomberg Opinion's Marcus Ashworth to talk macro themes. They tackle gold’s inexorable rise, oil's fall, and more on the bond market. Lees meer
REMINDER: Join us at Bloomberg on Oct. 31, the morning after the Budget, for a taping of the podcast in front of an audience. Register here:
https://go.bloomberg.com/attend/invite/merryn-talks-budget/
See omnystudio.com/listener for privacy information.
-
How UK Parents Should Be Saving for Their Children
22 oktober 2024 · 11 min
Hot on the heels of last week’s personal finance edition of Merry Talks Money, where we discussed Lifetime Individual Savings Accounts, or ISAs, this episode of Merryn Talks Your Money takes on a different type of vehicle: Junior ISAs. Merryn and John Stepek dive into what these UK-unique savings products are and what exactly British investors are buying into when they open one. Lees meer
Join us at Bloomberg on Oct. 31, the morning after the Budget, for a taping of the podcast in front of an audience. Register here:
https://go.bloomberg.com/attend/invite/merryn-talks-budget/
See omnystudio.com/listener for privacy information.
-
Listen Now: The Deal with Alex Rodriguez and Jason Kelly
20 oktober 2024 · 2 min
When sports, business and culture collide, there’s often a deal to be made. Join Alex Rodriguez and Bloomberg correspondent Jason Kelly as they get the inside track from corporate titans, sports champions and game-changing entrepreneurs on investing, strategy, reinvention and the ones that got away. The Deal is a Bloomberg Podcasts and Bloomberg Originals series that’s passionate, relaxed, insightful and inspirational. If you think you know these icons, prepare to be surprised. Lees meer
See omnystudio.com/listener for privacy information.
-
How Investors Should Approach The US Election with Liz Ann Sonders
18 oktober 2024 · 35 min
“This has been an incredibly unique cycle, both in terms of the economy and the market,” says Liz Ann Sonders, managing director and chief investment strategist at Charles Schwab, on this week’s episode of Merryn Talks Money. “Maybe that’s the ultimate understatement.” Lees meer
Sonders joins Merryn Somerset Webb to discuss what is and isn’t driving such turbulent markets—from Mother Nature “wreaking havoc” with inflation data to artificial intelligence’s promised productivity spur—and how investors can navigate the turmoil.
Join us at Bloomberg on Oct. 31, the morning after the Budget, for a taping of the podcast in front of an audience. Register here:
https://go.bloomberg.com/attend/invite/merryn-talks-budget/
See omnystudio.com/listener for privacy information.
-
Employer NICs Drama and The UK Inflation Slide
17 oktober 2024 · 18 min
In this week's roundup, Merryn speaks to Money Distilled newsletter author John Stepek about what it means if the government increases employers' national insurance contributions in the autumn budget. Plus, the latest price data came in well below target, but John explains why a lot of that was due to one volatile component. Lees meer
Join us at Bloomberg on Oct. 31, the morning after the Budget, for a taping of the podcast in front of an audience. Register here:
https://go.bloomberg.com/attend/invite/merryn-talks-budget/
See omnystudio.com/listener for privacy information.
-
Using a Lifetime ISA to Get on the London Housing Ladder
15 oktober 2024 · 13 min
On this personal finance edition of Merryn Talks Money, our hosts discuss Lifetime ISAs and their usefulness in buying a home. Lees meer
See omnystudio.com/listener for privacy information.
-
How This Fund Manager Finds ‘Diamonds in the Dust’
11 oktober 2024 · 33 min
Don’t meet with management, ignore narratives and avoid highly rated businesses—taken together that sounds like a recipe for fund failure. But for Sean Peche, founder and portfolio manager at Ranmore Fund Management Ltd., it’s how he’s consistently outperformed benchmark indices. His Ranmore Global Equity Fund outperformed the MSCI World Index in 2022 and 2023. He joins Merryn this week to talk about his strategy and his market outlook. Lees meer
(Earlier podcast summary incorrectly identified the fund as a hedge fund. It is a long only fund.)
See omnystudio.com/listener for privacy information.
-
A Discomforting Signal From the UK Bond Market and Budget, Budget, Budget!
10 oktober 2024 · 17 min
In this week's roundup, Money Distilled newsletter author John Stepek is joined by Bloomberg Opinion columnist Marcus Ashworth. They discuss the UK bond market, particularly the fact that UK 10-year yields are back above those of the US, what signal that sends and what's behind UK borrowing costs going up. Lees meer
See omnystudio.com/listener for privacy information.
-
How Safe Is Your Pension Pot?
8 oktober 2024 · 11 min
On this personal finance edition of Merryn Talks Money, hosts Merryn Somerset Webb and John Stepek discuss diversifying your UK pension. Lees meer
They lay out scenarios in which your pension could be at risk, and the extent to which it would be protected by the Financial Services Compensation Scheme. And it’s not just important for pensions: these should be considerations for anyone with investments in passive funds and individual savings accounts (ISAs), Webb and Stepek say. Also on this episode, they tackle monitoring your broker’s solvency and how to gauge whether you would have “political protection” should they go bust.
See omnystudio.com/listener for privacy information.
-
How The World Lost Its Mind with Author Dan Davies
4 oktober 2024 · 41 min
Author and former Bank of England regulatory economist Dan Davies joins this week to discuss his new book, The Unaccountability Machine, which describes how the cost of large organisations deferring decision-making is a widening “accountability sink.” Lees meer
As companies grow more complicated, the bigger the “sink” gets, he argues. “We’ve reached a crisis point.”
See omnystudio.com/listener for privacy information.
-
UK Housing Perks Up, China's Bazooka Stimulus Sparks a Stock Rally
2 oktober 2024 · 13 min
In this week's roundup, Merryn and Money Distilled newsletter author John Stepek discuss the stock market response to China's unprecedented stimulus package, where we are now with the UK housing market, and who stands to benefit from the rally in prices and sales. Lees meer
See omnystudio.com/listener for privacy information.
-
Pensions Are Another Reason to Worry About the UK Budget
1 oktober 2024 · 19 min
On this week’s personal finance edition of Merryn Talks Money, hosts Merryn Somerset Webb and John Stepek discuss pension drawdown with Tom McPhail, formerly the lead pensions spokesman for the investment platform Hargreaves Lansdown. He also led an external review of the Money and Pensions Service on behalf of the UK government’s Department for Work and Pensions. They tackle what drawdown is and how to avoid getting ripped off. Lees meer
But first, we have a look ahead to the autumn budget and what changes to pension pots could be on the horizon.
See omnystudio.com/listener for privacy information.
-
Fund Manager Sees Energy Transition as Opportunity of a Lifetime
27 september 2024 · 32 min
Foresight Group’s Bernard Fairman discusses the movement toward cleaner energy, a lucrative investment theme he sees playing out over 30 to 50 years. Lees meer
See omnystudio.com/listener for privacy information.
-
Roundup: Labour Party Conference 'Vibes,' Budget Fears, and Why We Should Care the Ultra-Rich are Leaving
25 september 2024 · 16 min
In this week's roundup, Merryn and Money Distilled newsletter author John Stepek discuss why the looming UK Budget has both consumers and businesses rattled, and whether Labour's performance at its party conference in Liverpool is doing enough to address the nervousness around investing in --and even living in-- the UK. They also discuss whether the relationship between the taxpayer and government is broken, and what danger is posed if it is. Lees meer
See omnystudio.com/listener for privacy information.