Simon White

speaker

448 appearances 2 recordings 1 series first heard Jul 2026 last heard 11 Sep

Simon White’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 Sep 2026 with 1.

Appearances

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Merryn Talks Money · Markets Wrap: Bessent's Big Bet, Bond Yields and the AI Bubble · 11 Sep 2026 podcast

And I'm glad we're keeping the human extinction thing to the the second part the show.

Yeah, yeah, yeah.

Well we've still got time, right?

Exactly.

Yes.

Scott Besson is um yeah, that that was quite a comment, you know, I'm the house now.

Uh which is kinda remarkable in a way for someone like him to say 'cause he's got personal experience of betting against the house and succeeding, right?

Everyone knows now that he bet against Sterling in the early nineties and and that worked.

They broke the the peg at the ERM.

So I'm kind of yeah, a bit surprised he's he's saying that, but he keeps talking about his asymmetric information.

So, you know, but

We'll find out what that is at some point.

At some point.

you'd think you'd think as a you know, w it's sort of a case of don't watch what I say, but watch what I do.

And he's not really done much.

I mean he's done the buybacks of course.

And the purpose of that really is um well look they've got a yield issue and they've got a massive

Yeah, so they're basically they've got all this debt outstanding and they're like, let's buy back some of them.

Yeah.

Issue some shorter term debt, so in theory it's neutral.

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