Merryn Talks Money

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.

In this episode of the Merryn Talks Money  UK housing mini-series, hosts Merryn Somerset Webb and Money Distilled author John Stepek are joined by Paula Higgins, founder and chief executive of HomeOwners Alliance, to tackle the question: are new-build properties a wise choice?  See omnystudio.com/listener for privacy information.

As hosts Merryn Somerset Webb and John Stepek, continue on with part 3 of their UK housing mini-series, they help answer a listener question on the pros and cons of buying a shared ownership property in the UK. They are joined by Ray Boulger, of independent mortgage brokers, John Charcol.  See omnystudio.com/listener for privacy information.

(This interview was recorded before the market chaos of this week.) On this week’s episode of Merryn Talks Money , Merryn Somerset Webb sits down with economist James Galbraith, who says there’s a problem with economists. The problem, he says, is that almost all of them are working with the wrong models. They look at economics in terms of equilibrium, as though the natural destination...

In this week's roundup, Merryn Somerset Webb, speaks with Money Distilled newsletter author John Stepek about trade wars, the end to American exceptionalism and President Donald Trump might actually be winning.  https://www.bloomberg.com/news/newsletters/2025-04-09/everything-you-need-to-know-about-the-basis-trade-spooking-markets   See omnystudio.com/listener for privacy information.

In this week’s installment of Merryn Talks Your Money , hosts Merryn Somerset Webb and Money Distilled author John Stepek continue their UK housing mini-series. On this episode, they question the value-add of mortgage brokers when buying a home in Britain. How essential are they?  See omnystudio.com/listener for privacy information.

It wasn’t long ago that China was considered “uninvestable” and that the “exceptional” US market was the only game in town. That’s not the case anymore. According to Edward Cole, Man Group’s head of multi-strategy equities, nothing is permanently exceptional or uninvestable. Once you accept that premise, the great rotation currently underway makes a lot mo...

In this week's roundup, Merryn Somerset Webb, speaks with Money Distilled newsletter author John Stepek about how US tariffs have highlighted a benefit of Brexit and why they believe the minimum wage is too high.  See omnystudio.com/listener for privacy information.

We're kicking off our special series on how to navigate the UK housing market. Professor Yolande Barnes at University College London joins host Merryn Somerset Webb to discuss the market as a whole: what’s the outlook for home prices, what’s the best strategy when purchasing your first property and why the UK is at risk of an oversupply in houses.    See omnystudio.com/listen...

Alyx Wood, chief investment officer of UK-focused hedge fund Kernow Asset Management, joins Merryn this week. We discuss his contrarian approach to investing, where he is short, where he is long, and why he's decided to focus on UK equities.  See omnystudio.com/listener for privacy information.