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.

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I mean that's

suspect they'll overbuild um and they'll find out because it's all based on essentially infinite demand.

So all the assumptions assume that just demand's essentially unbounded.

So all the

And I think that's stretched too far.

So they'll probably find at some point.

But that that could be a little bit further out.

But in the interim, yeah, you could easily uh have enough of a correction that actually m might be a an interim buying opportunity.

Right?

Because if you sort of think, well the maybe the actual

Yeah.

the bugg's not with another like twelve to eighteen months, then you've got a window to get in at like a reasonable value or better valuation.

But uh yeah, I think I think we'll yeah, we'll find out.

Merryn Talks Money · Markets Wrap: Inflation Means Bad News for Burnham · 24 Jul 2026 podcast

It's kicking off again.

By the way, I will say the Glaswegian accent is a lot stronger than my Edinburgh softer tones.

So the subtitles might be needed for you.

Yes, it's been very interesting.

Yeah, it's been interesting.

I mean, when hasn't it been in British politics for some time?

Probably like a lot of people, like the same way I was with Keir Starmer, like hopeful that it was all going to work out, but it didn't.

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