Charlie Morris

speaker

208 appearances 2 recordings 1 series first heard Jul 2026 last heard 22 Jul

Charlie Morris’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 2 in all, peaking in Jul 2026 with 2.

Appearances

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Merryn Talks Money · What the Next Generation Wants From Wealth Managers · 15 Jul 2026 podcast

So we have a framework and clearly a 30-year-old, you know, you'll be in accumulation.

So it should be really about equity risk premium one way or another.

And then question again is like, what kind of inequality can you afford in bad times?

You need to forecast for those bad times.

So we've seen right back in the day, I used to be a secondary guy as well.

The

It's good not to be short cash.

It's a good idea in general.

So we built a plan you can survive in good times, bad times.

So equity will be a big part.

And the alternative part will probably be around a combination of equity or return-seeking portfolio type strategies, so more equity, and a bit of diversification on the way.

But equity will be the dominant factor.

Well, yeah, we'll define what the right cushion is for you so you can sleep at night.

But the point we just made earlier around private equity, it's equity, it's leverage, right?

And it's equity.

Yeah, I think the...

No, you make a very good point.

I think that, you know, as Charlie mentioned before, it's about being selective.

You know, is it a good idea to invest in the private equity market overall?

Can debate.

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