Merryn Talks Money

MacroStrategy’s James Ferguson tells  Merryn Talks Money  there are better places to put your money. Plus, senior reporter and Money Distilled author John Stepek on what a Labour government means for markets.  See omnystudio.com/listener for privacy information.

Activist investors are on a mission to persuade large British businesses to move from London’s stock market to those of New York. Liad Meidar, founder and managing partner of Gatemore Capital Management, joins this week’s episode of  Merryn Talks Money to discuss what’s driving this westward push and the steps London can take to head it off.  The main incentive for companies to drop London for the...

On this week’s episode of  Merryn Talks Money , Peter Kinsella, global head of FX strategy at Union Bancaire Privee Ubp SA, joins host Merryn Somerset Webb to explain the bullish case he and his team are making for the UK. Earlier this year, UBP opened an initial allocation towards Britain, a first for the Swiss private bank.  See omnystudio.com/listener for privacy information.

Regular listeners of the Merryn Talks Money podcast know that Merryn Somerset Webb usually ends her interviews with one question. If you had to invest all of your money into one of these assets, and hold it for the next 10 years, which would it be: Bitcoin or gold? In this week’s episode, she makes that question the foundation for a conversation with Charlie Morris, chief investment officer and fo...

On this week’s Merryn Talks Money , host Merryn Somerset Webb speaks with Daniel Avigad, partner and fund manager at Lansdowne Partners, a global investment management boutique entirely focused on active equities investing. He explains why Europe, though debt heavy and over-regulated, may actually be a place to put your money. See omnystudio.com/listener for privacy information.

If aging doesn’t happen all at once, why should retirement? That’s the question Merryn Somerset Webb explores with economist and author Andrew J Scott in this week’s episode of  Merryn Talks Money . They discuss the opportunities and challenges of living longer in the 21st century, and the complications it may inflict on your financial planning.  Plus, senior reporter John Stepek joins to talk the...

A general election in the UK has been called for July 4. What does that mean for your money—and is there anything you can (or should) do in advance of a possible tide of new policy? Those are the questions host Merryn Somerset Webb and senior reporter John Stepek explore with guests Helen Thomas, chief executive of macroeconomic consultancy BlondeMoney, and Tom McPhail, director of public affairs...

Tellworth’s John Warren tells Merryn Talks Money  investors aren’t interested in a manager’s record versus an index—they just want to make money. And it has happened again. Another new high for the FTSE 100. Merryn would love to talk about something else, but John Stepek can't.  See omnystudio.com/listener for privacy information.

On this week’s episode of Merryn Talks Money , London Business School professor and author Alex Edmans joins to discuss his new book,  May Contain Lies . Edmans explains why he believes that stories, statistics and studies exploit pre-existing biases. Plus, John Stepek joins to discuss yet another boring Bank of England rate decision.  Emails to merrynmoney@bloomberg.net See omnystudio.com/listene...

Downing Fund Managers’ Simon Evan-Cook joins this week to talk about the case for active versus passive investing. Cook says Jack Bogle, founder of The Vanguard Group and arguably the father of passive investing, did “more for individual wealth than anyone in history.” He deserved a knighthood for creating a low risk, reliable and comprehensive way of investing, Cook says. Nevertheless, the fund m...

Get ready for a UK election this summer, says Helen Thomas, an ex-adviser to former Conservative finance minister George Osborne and CEO of BlondeMoney. On this week’s Merryn Talks Money, she joins Merryn Somerset Webb to explain her core scenario for the British government: Rishi Sunak will resign and hand over to Penny Mordaunt, the House of Commons leader. She will call a July 4th election — an...

Peel Hunt head of research Charles Hall tells Merryn that pension funds, wealth managers and individuals are pulling money out at an alarming rate. Plus, John Stepek talks inflation targets.  See omnystudio.com/listener for privacy information.

Many people contend that getting to net-zero emissions means smashing capitalism. While its destruction seems unlikely, another path would be to work within the capitalist system. Bloomberg senior reporter Akshat Rathi discusses the second path with Merryn Somerset Webb on this week’s episode of Merryn Talks Money. Together, they break down how business and government can work together in the figh...

Merryn Talks Money will return with an all-new episode next Friday. In the meantime, here's an election-related episode from our friends at In the City. Host Francine Lacqua and Opinion columnist Adrian Wooldridge speak with Anthony Scaramucci, a Wall Street veteran and former communications director in Donald Trump’s White House. He joins to explain why he thinks a second Trump presidency would b...

The Big Take from Bloomberg News brings you inside what’s shaping the world's economies with the smartest and most informed business reporters around the world. The context you need on the stories that can move markets. Every afternoon. See omnystudio.com/listener for privacy information.

Is capitalism dead? It’s getting there, says economist and author Bernard Connolly, but it isn’t dying a natural death. Instead, he contends it’s being killed off by the very people charged with keeping it safe and stable: central bankers. The author of The Rotten Heart of Europe  joins this week’s Merryn Talks Money to explain. Got questions or suggestions? Email us at merrynmoney@bloomberg.net S...

Julian Brigden of Macro Intelligence 2 Partners explains why you should get used to higher-for-longer when it comes to the Federal Reserve and interest rates. He tells us why the better the story, the bigger the bubble, why you should be nervous about Japan's big rally, and why Bitcoin is a brilliant trade, but a lousy store of wealth.  Plus, John Stepek joins to talk gold and the price of a pint...

Investment trusts occupy an interesting niche in the UK market. They are listed companies whose business is to own shares in other companies, or to own other assets. On this week’s episode of Merryn Talks Money , one of Britain’s top experts on the matter—Nick Greenwood, who co-manages the MIGO opportunities trust at Asset Value Investors—joins us to explain why they are a good buy right now.  See...

The Deal , hosted by Alex Rodriguez and Jason Kelly, features intimate conversations with business titans, sports champions and game-changing entrepreneurs who reveal their investment philosophies, pivotal career moves and the ones that got away. From Bloomberg Podcasts and Bloomberg Originals, The Deal is available on Apple Podcasts , Spotify , iHeart , Bloomberg Carplay, or wherever you get your...

Investment and macroeconomic analyst Lyn Alden joins to explore the history and future of money. Discussing her book Broken Money: Why Our Financial System is Failing Us and How We Can Make it Better, Alden argues that our present monetary system has fallen behind technological developments.  See omnystudio.com/listener for privacy information.

If you’re lucky enough to get a bonus this season (sorry, Barclays bankers ), it’s time to give some thought on how to successfully save or spend that money. Reporter Claire Ballentine joins   to share the advice she sought out from several financial advisors.  See omnystudio.com/listener for privacy information.

Jim Reid, Deutsche Bank’s global head of economics and thematic research, joins to explain why he thinks a US downturn may still be on the way. He also thinks the US stock market is nearly the most concentrated it’s ever been, and that's not good. The top five stocks in the market make up almost a quarter of the market cap of the S&P 500, and combined with the next two, the “Magnificent 7” sto...

Kathryn Porter, an energy consultant at Watt-Logic, contends the increase in mining needed to obtain critical minerals necessary for the energy transition “starts to actually look morally questionable” once the harms are factored in.  She joins this week’s episode to discuss the matter and what she sees as a better approach to the green transition .    Plus, Bloomberg energy reporter Rachel Moriso...

Automobiles are often the second-most expensive item people buy, and yet many go into the process unprepared. Ashley Winston, creator of Palmdale Car Finders joins this week’s bonus episode of Merryn Talks Money to offer advice on how to buy a used car successfully. See omnystudio.com/listener for privacy information.

There could be a “gold rush” in space, says Tim Marshall, author of The Future of Geography and a former diplomatic and foreign affairs editor at Sky News . 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 pro...