Merryn Talks Money
Episodes
Is Brexit Truly to Blame for the UK’s Problems?
22 Sep 2023
Contributed by Lukas
On this week’s Merryn Talks Money, host Merryn Somerset Webb poses the question of whether Brexit has actually harmed the UK economy as much as some...
Why UK Pensions Triple Lock Must Go and How ESG Threatens Democracy
15 Sep 2023
Contributed by Lukas
Matt Cole, head of Strive Asset Management, the anti-activism fund co-founded by GOP hopeful Vivek Ramaswamy, assails the use of sustainability target...
BONUS: Fringe Panel Aftershow, Why the Heavy Hand of the State Is Getting Heavier
13 Sep 2023
Contributed by Lukas
Senior reporter and Money Distilled author John Stepek joins Merryn to talk through the themes hit in the two panels at the Fringe Festival in Edinbu...
Fringe Festival Panel Day 2: Jim Mellon, Richard Wilson, Paul Johnson and Simon Evans
08 Sep 2023
Contributed by Lukas
Double feature this week--here is the second day of Merryn's panel "The Butcher, the Brewer, the Baker." Again, it was held at Panmure House--Adam Smi...
Fringe Festival Panel Day 1: Russell Napier, Anna MacDonald and James Anderson
08 Sep 2023
Contributed by Lukas
This week, we bring you a lightly edited version of Merryn's panel at the Fringe Festival in Edinburgh called "The Butcher, the Brewer, the Baker and ...
BONUS: The Bank of England Arrives at a ‘Crunch Point’
15 Aug 2023
Contributed by Lukas
For your summer listening, the Merryn Talks Money team brings you an episode from another podcast you might like: In the City. This week, Francine Lac...
A Conversation With Vivek Ramaswamy: the Man Who Warned of 'Woke Capitalism'
04 Aug 2023
Contributed by Lukas
This week, we bring you an earlier interview by Merryn Somerset Webb of Bloomberg's Merryn Talks Money, originally recorded in November 2021 as part o...
How Angry Should the UK Be With the Bank of England?
28 Jul 2023
Contributed by Lukas
Is it time to get out of passive funds and switch to their active brethren? Or should you dump equities entirely and find a nice savings account that...
Mervyn King Says the Bank of England Is Making a ‘Big Mistake’
19 Jul 2023
Contributed by Lukas
Former Governor of the Bank of England Mervyn King says the central bank hasn’t been covering itself in glory of late, and that’s partly thanks...
US Inflation Will Keep Falling, Intertemporal’s Pellegrini Predicts
14 Jul 2023
Contributed by Lukas
Inflation in the US is going to continue falling, says founder of Intertemporal Economics Brian Pellegrini, and much faster than one might think. He j...
More Ways for Investors to Crack the World of Private Equity
07 Jul 2023
Contributed by Lukas
A decade ago, it was almost impossible for private investors to buy into private equity with the professionals. Most PE funds require huge minimum in...
Why the Rise of ‘Counter-Elites’ Spells Bad News for the UK
30 Jun 2023
Contributed by Lukas
The idea that history is cyclical is hardly new. But exactly what drives those cycles is up for debate. On this week’s Merryn Talks Money, Peter Tu...
BONUS: The Bank of England’s Big Decision on Digital Currency
27 Jun 2023
Contributed by Lukas
The Bank of England has a vision for the digital pound. But first, it has to decide whether “Britcoin” is worth building in the first place. The ...
Using Active Management to Cut Downside Risks
23 Jun 2023
Contributed by Lukas
Active fund management isn’t just about maximizing upside for your shareholders, says Gervais Williams, head of equities at Premier Miton Investors....
The Inconvenient Truth About Reaching Net Zero
16 Jun 2023
Contributed by Lukas
There’s a material world people don’t think about all that often. It’s the one that provides the raw metals and chemicals that keep economies an...
It’s Time to Buy Japan
09 Jun 2023
Contributed by Lukas
It’s fair to say that Japan is back and that its deflationary years are arguably behind it. The Asian nation may also be in just the right place t...
Burnbrae’s Mellon Says Shell and BP Are Good Long-Term Investments
02 Jun 2023
Contributed by Lukas
The British government is woefully incompetent, says Burnbrae Chairman Jim Mellon. But of course that doesn’t mean you can’t buy UK equities. Me...
Why UK Value Stocks Are Still the Trade of the Decade
26 May 2023
Contributed by Lukas
Famed contrarian investor Rob Arnott, co-founder of Research Affiliates, has said since the autumn of 2020 that UK shares are a great bargain—in pa...
Inflation Will Fall, Just Not the Way You Think
19 May 2023
Contributed by Lukas
Inflation will eventually come down, but not rapidly or in the way it would have in previous years. So says Sharon Bell, managing director and senior ...
Central Banks at Risk of Breaking Economies, Dario Perkins Warns
12 May 2023
Contributed by Lukas
Are we getting to the point where central banks are starting to break economies?Dario Perkins, Managing Director on the Global Macro team at TS Lombar...
Why Your Portfolio Needs Investment Trusts
05 May 2023
Contributed by Lukas
Investment trusts are special, says Simon Elliott, client director at J.P. Morgan Investment Trusts. They have a strong history of outperforming othe...
Is the Age of Growth in the UK Really Over?
28 Apr 2023
Contributed by Lukas
Dambisa Moyo is an economist and board member of Chevron and 3M. She’s also author of the 2018 book Edge of Chaos. In this week’s episode of ...
Fund Manager Says There’s an Easy Way to Make 3% More
21 Apr 2023
Contributed by Lukas
There’s not much you can do right now to dramatically improve your personal finances. But there’s at least one thing you can get on top of: cash ...
How to Get a 7% Return Without Buying Risky Equities
14 Apr 2023
Contributed by Lukas
During the Panic of 1907, J.P. Morgan came up with a clever plan to slow the ongoing bank run. He told his tellers to count all the money twice before...
Capital Had Its Day. Now It’s Labor’s Turn, Troy’s Lyon Says
31 Mar 2023
Contributed by Lukas
Sebastian Lyon says he’d been expecting inflation to rise for a long time. So when prices began to tick up, his firm was ready. Now the founder and ...
Why You Should Stop Selling UK Equities
24 Mar 2023
Contributed by Lukas
British pension funds used to have up to 55% of their assets in UK equities. That might have been too much. Now it’s more like 5% (and 70% in US equ...
Why UK Mortgage Rates Aren’t as High as You Think
17 Mar 2023
Contributed by Lukas
In an earlier episode of Merryn Talks Money, reporter Neil Callanan joined the podcast to talk house prices. It’s fair to say his outlook for the U...
What the New Cold War Means for the Global Economy with Niall Ferguson
10 Mar 2023
Contributed by Lukas
The world has been mired in a new Cold War for at least four years, according to Niall Ferguson, a columnist for Bloomberg Opinion and Milbank Fami...
Why Inflation May Not Be Heading Back to 2%
03 Mar 2023
Contributed by Lukas
Inflation isn’t heading back to 2%, according to Pippa Malmgren, author and former adviser to President George W. Bush. She says it’s more likely ...
The Top Takeaways From 300 Years of Investment Advice
24 Feb 2023
Contributed by Lukas
The industry of providing people with investment advice has been around for a long time. Just how long is the subject of this week’s Merryn Talks M...
The Collapse of the UK Housing Market May Be Coming
17 Feb 2023
Contributed by Lukas
The UK housing market is not in a good place. Mortgage rates are up, buyers are disappearing and so are sellers. The former don’t want to dump mone...
The Year of the Value Hunter Has Arrived
10 Feb 2023
Contributed by Lukas
For a fund manager with a belief in value, 2021 was as discombobulating a year as they come, says Ben Inker, co-head of GMO’s asset allocation team....
Why Governments Won’t Let Inflation Go Away
03 Feb 2023
Contributed by Lukas
Inflation isn’t going away. Why? Because governments can’t let it. So says market historian Russell Napier, who on this episode of Merryn Talks M...
Deflation May Be Coming Sooner Than You Think
27 Jan 2023
Contributed by Lukas
James Ferguson, founder of MacroStrategy Partners, isn’t worried about inflation this year. Instead, he sees the beginnings of deflation. On this w...
The Case For Buying Emerging Markets, Bonds and Gold in 2023
20 Jan 2023
Contributed by Lukas
Pictet Chief Strategist Luca Paolini says that while there’s a lot to be negative about these days, things aren’t as bad as they seem—even in th...
How the Global Economy Has Been 'Rewired' and What That Means for Your Portfolio
13 Jan 2023
Contributed by Lukas
Not many investment trusts made a positive return last year. The Ruffer Investment Company did -- partly by using strategies not open to the retail i...
The bad news may soon be over for UK small caps
06 Jan 2023
Contributed by Lukas
Smaller UK companies were among the worst performing assets in the world last year. That made 2022 a tough time for small cap fund managers. But small...
Why the best small UK companies have a global niche
23 Dec 2022
Contributed by Lukas
Harry Nimmo, one of the most successful investors in smaller UK companies over the past three decades, is retiring from asset manager Abrdn at the e...
Losing money is the price of making money
16 Dec 2022
Contributed by Lukas
Tom Slater, co-manager of the UK’s most popular investment trust, Scottish Mortgage, joins this week's episode of Merryn Talks Money. Shares in the ...
Saxo’s ‘Outrageous’ Prediction? Gold Will Top $3,000 in 2023
09 Dec 2022
Contributed by Lukas
Holding gold? Better load up since it may jump to $3,000 soon. Work in private equity? Maybe get out now: there could be a new tax regime on the way. ...
Introducing: Merryn Talks Money
16 Nov 2022
Contributed by Lukas
Merryn Somerset Webb and Bloomberg Wealth senior reporter and author of the daily Money Distilled newsletter John Stepek are reunited to give listener...