Merryn Talks Money

StoneX’s Director of Global Macro Strategy Vincent Deluard joins  Merryn Talks Money to explain why he thinks economic downturns are going out of style. He also explains why he sees a July Correction, and how MAGA's war on Corporate America will play out.  See omnystudio.com/listener for privacy information.

In this week’s roundup, Bloomberg UK Wealth Editor at Large Merryn Somerset Webb speaks with Money Distilled newsletter author John Stepek about the unsurprising UK inflation figures, the latest Bank of America Global Fund Manager Survey and why gold seems to be shining. See omnystudio.com/listener for privacy information.

Private markets by their very nature lack the same transparency that’s standard in public markets. But Morningstar, a leading provider of independent investment insights and ratings, is conducting more due diligence on private markets to help investors navigate the sector. Morningstar Chief Executive Officer Kunal Kapoor joins host Merryn Somerset Webb...

Trump’s policies have slowed the economy, making a downturn more likely. But Peter Berezin, chief global investment strategist at BCA Research, says the nation’s yawning deficit is a bigger threat. He joins this week to talk recession odds and strategies for investing.  See omnystudio.com/listener for privacy information.

In this week's roundup, Bloomberg UK Wealth Editor at Large Merryn Somerset Webb speaks with Money Distilled newsletter author John Stepek about the market indifference to Chancellor Rachel Reeves' spending review. They also share strategies for how the government can support the UK equity market: scrap stamp duty, reform ISAs, and nudge pension funds to invest at home.  See omnystudio.com/li...

The more than $100 trillion wealth transfer that’s projected to be passed down from older to younger generations over the next quarter century is set to reshape the wealth management industry. And younger investors plan to move their money to new advisors, according to a report by IT services and consulting group Capgemini. On this episode of Merryn Talks Money, the firm’s gl...

Fidelity International’s Dale Nicholls joins this week’s Merryn Talks Money  to discuss the Asian giant as a viable place to park your money. He explains China is now one the most innovative economies in the world. Its research and development spend is up forty-fold since 2000, and you can see the results in its clear leadership in electric vehicles, in battery storage, renewable...

Bloomberg personal finance and wealth reporter Suzanne Woolley joins Merryn this week to discuss her latest in the "Where to Invest" series. She shares the promising investment areas wealth managers and market strategists highlighted in her story on how best to invest $100,000 in today’s turbulent market. The ideas that emerged range from technology — yes, the Magnificent 7 i...

Economist Felix Martin joins host Merryn Somerset Webb for this week’s episode of  Merryn Talks Money  to discuss the common understanding of, well, money. Specifically, why the typical conception of what constitutes it may be inaccurate.  Martin, author of the book  Money: The Unauthorized Biography and a former fund manager, says that rather than sim...

Author of the Money Distilled newsletter John Stepek, is joined by Bloomberg Opinion columnist, Marcus Ashworth. Ashworth, covers European markets and was formerly chief markets strategist for Haitong Securities in London.  The pair discuss Japan's bond market and what recent market activity means for decision making at the Bank of England.  See omnystudio.com/listener for privacy i...

In this week’s episode of Merryn Talks Your Money , Merryn Somerset Webb is joined by Money Distilled author John Stepek to answer listeners’ burning personal finance questions. Together, they tackle whether commodities still deserve a spot in your portfolio as the global economy teeters between inflation, geopolitical turmoil and policy shifts. With prices climbing and environmen...

Think it’s all over for US markets? Think they’re finally going to sink under high valuations, inflated expectations and now a nervous bond market? Maybe think again, says Ed Yardeni of the eponymous firm Yardeni Research. See omnystudio.com/listener for privacy information.

In this week's roundup, Merryn Somerset Webb, speaks with Money Distilled newsletter author John Stepek, about the latest UK inflation figures, whether there's trouble on the horizon for the bond market and what lessons investors can learn from Australian pension funds.  See omnystudio.com/listener for privacy information.

Merryn Somerset Webb and John Stepek conclude their mini-series on UK housing with an overview of lesser-known issues that can arise during the home-buying process. The aim of this episode is to help homebuyers learn the things they didn’t know they didn’t know. Webb and Stepek are joined by Anthony Emmerson, director of London mortgage brokers Trinity Financial. See omn...

Sarah Ketterer, chief executive of Causeway Capital Management, which has over $55 billion in assets under management. joins this week’s  Merryn Talks Money to discuss why stocks have rebounded from last month’s bloodbath, and why the US market’s long-held dominance is nevertheless shifting as investors increasingly seek value beyond its borders—in Europe, Japan&n...

In this week's roundup, Merryn Somerset Webb, speaks with Money Distilled newsletter author John Stepek about new proposals to get pension funds to invest more in the UK, whether ISA allowances should be adjusted and UK Chancellor, Rachel Reeves's current performance.   See omnystudio.com/listener for privacy information.

Hosts Merryn Somerset Webb and John Stepek continue their mini-series on UK housing, with a focus on conveyance. In this context, that means navigating the paperwork and legal requirements involved in the home-buying process, from making an offer to receiving the keys.  They speak with Laura Conduit, a specialist property solicitor and partner at Farrer and Co LLP. The trio discuss how to bal...

In this week's roundup, Merryn Somerset Webb speaks with  Money Distilled newsletter author John Stepek about the Bank of England's somewhat surprising decision, the 'Buy the Dip' mentality that still surrounds US markets, and the UK-US trade pact.  Research Merryn references:  https://www.convexitymaven.com/wp-content/uploads/2025/04/Convexity-Maven-Chekhovs-Gun.pdf See omnystudio....

In this episode of the  Merryn Talks Money  UK housing mini-series, hosts Merryn Somerset Webb and  Money Distilled  author John Stepek delve into the complexities of freehold and leasehold properties with guest Anthony Emmerson, who has worked in the mortgage industry for 20 years and is currently director at Trinity Financial.  See omnystudio.com/listener for privac...

The dollar is wobbling. Not everyone is mad for Treasuries anymore. The US is likely headed for recession and it looks like the future of technology might be in China. What’s an investor to do? Move with the times, says Gavekal founding partner and Chief Executive Officer Louis-Vincent Gave. In other words, you don’t have to invest in the US, and in conversation with Merryn this week,...

Not long ago, it was seen as too slow, too expensive and too controversial to play a major role in the future energy mix. Not anymore. Nick Lawson, chief executive of investment firm Ocean Wall, and Jake Jurewicz, CEO and co-founder of modular reactor startup Blue Energy, join this week’s Merryn Talks Money to explain why they think nuclear power is becoming one of the most compell...

In this week's roundup, Merryn Somerset Webb, speaks with Money Distilled newsletter author John Stepek about why the Nvidia share price is a magic number, falling UK mortgage rates, buying the dip and covid-level shortages caused by tariffs. See omnystudio.com/listener for privacy information.

“ Going into the property market without a buying agent is a bit like going to court without a lawyer,” says Black Brick Property Solutions founder Camilla Dell. “You’d never dream of representing yourself, and yet when it comes to buying property, which is often one of the most significant and largest financial commitments that somebody will do in their entire lifetim...

Renowned UK value investor Ben Whitmore joins host Merryn Somerset Webb to discuss why he left Jupiter Asset Management, the mission behind Brickwood Asset Management (his new venture) and the focus behind its first fund. Whitmore is zeroing in on buying shares of undervalued UK companies. He tells us which companies, and speaks more generally about the trends he's seeing in the markets.  See...

In this week's roundup, Merryn Somerset Webb, speaks with Money Distilled newsletter author John Stepek about the recent volatility in the markets, significant increases in gold prices and the role of US President Donald Trump in market shifts and the theoretical versus practical independence of central banks.  See omnystudio.com/listener for privacy information.