Merryn Talks Money

Jaksot

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  Markets Wrap: Inflation Means Bad News for Burnham 24.07.2026 22min

  Even as Britain welcomed a new Prime Minister this week, renewed conflict in the Middle East threatened to remove what little breathing space he may have had, pushing up everything from oil to food prices. This week, John Stepek is joined by Bloomberg macro strategist Simon White to discuss why inflation matters so much for asset prices, what it might mean for the increasingly indebted AI companies, and what it all means for your money. Check out this week's Merryn Talks Money Markets Wrap.See omnystudio.com/listener for privacy information.
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  What the Next Generation Wants From Wealth Managers: Part 2 22.07.2026 14min

  Here is the second part of our special broadcast on how the next generation of investors is changing the wealth management industry. Merryn Somerset Webb brings together Bloomberg's John Stepek, Bytetree's Charlie Morris and Jean-Damien Marie, Global Head of Investments for Barclay's Private Bank and Wealth Management. Join us in Edinburgh for Fringe Festival! https://www.edfringe.com/tickets/whats-on/the-butcher-the-brewer-the-baker-and-merryn-somerset-webbSee omnystudio.com/listener for privacy information.
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  Is Asia's AI Boom Creating the Next Investment Bubble? 20.07.2026 35min

  Asia's AI-fueled market rally has created huge winners — but also growing risks. In this episode, Merryn Somerset Webb speaks with Invesco fund manager Fiona Yang about why Korea's AI boom has become increasingly volatile, where she's still finding value in China and India and why the next generation of winners may be the companies using AI rather than building it.Join us in Edinburgh for Fringe Festival! https://www.edfringe.com/tickets/whats-on/the-butcher-the-brewer-the-baker-and-merryn-somerset-webbSee omnystudio.com/listener for privacy information.
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  Markets Wrap: SpaceX Returns to Earth, UK Sheds More Stocks 17.07.2026 25min

  It's been a week of turning points in markets: from Japan's shifting stance on the weak yen, to star fund manager Terry Smith revisiting his "buy and hold" strategy, to incoming British Prime Minister Andy Burnham's apparent last-minute change of heart on chancellor, to SpaceX falling below its IPO price. One thing that didn't change - the UK market keeps shedding stocks. What does it all mean for your money? Merryn and John sum up a hectic week in the Merryn Talks Money Market Wrap.https://www.edfringe.com/tickets/whats-on/the-butcher-the-brewer-the-baker-and-merryn-somerset-webbhttps://www.fundsmith.co.uk/media/lfhpxi1x/fundsmith-equity-fund-semi-annual-letter-to-shareholders-2026.pdf See omnystudio.com/listener for privacy information.
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  What the Next Generation Wants From Wealth Managers 15.07.2026 27min

  In the first of a two-part special recorded live at Bloomberg's London offices, Merryn Somerset Webb brings together Bloomberg's John Stepek, Bytetree's Charlie Morris and Jean-Damien Marie, Global Head of Investments for Barclay's Private Bank and Wealth Management to discuss how the next generation of investors is changing the wealth management industry. From Bitcoin and gold to private equity, ESG and the future of the 60/40 portfolio, the panel explores what tomorrow's wealthy clients want — and whether traditional investment advice is keeping up.See omnystudio.com/listener for privacy information.
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  Forget the Magnificent Seven. This Is What's Next. 13.07.2026 30min

  Sign up for our wealth management webinar. It's free! Register now to reserve your place. https://events.bloombergevents.com/event/website/a95c1380-56d6-4d12-89a1-950bdf99d55a/landingPage Anthropic, Stripe and OpenAI are some of the world's most sought-after private companies. Maggie Fanari explains to host Merryn Somerset Webb how her team invests in them and firms like them before they reach public markets. Fanari is chief executive of J.Rothschild Capital Management, which manages the 4.5 billion pound ($6 billion) RIT Capital Partners trust. She shares why she believes the next wave of artificial intelligence could create a $60 trillion opportunity, why private markets are becoming increasingly important and where she sees the biggest investment opportunities over the next decade.See omnystudio.com/listener for privacy information.
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  Markets Wrap: Oil Rises, Tech Falters: What Investors Need to Know 10.07.2026 15min

  Bloomberg senior reporter John Stepek is joined by co-editor of Bloomberg’s Markets Today blog, Morwenna Coniam to discuss the ever changing status of the Iran ceasefire and the resulting impact on oil prices and bond yields. They also highlight the growing evidence that the AI trade could be falling apart and what this means for global markets.See omnystudio.com/listener for privacy information.
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  The UK's Shrinking REITs Sector Is Still Attracting Buyers   08.07.2026 26min

  The number of REITs (real estate investment trusts) listed in London has shrunk dramatically over the past five years. Now the biggest REIT on the market is the subject of a bid from a US buyer. In this week's personal finance edition of Merryn Talks Your Money, Bloomberg senior reporter and author of the Money Distilled newsletter, John Stepek, is joined by Bloomberg real estate team leader Jack Sidders to discuss the health of the UK's commercial property sector, whether there is more consolidation to come, and what it might say about REIT valuations.  See omnystudio.com/listener for privacy information.
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  The Biggest AI Investment Mistakes Investors Could Make 06.07.2026 36min

  AI can read every earnings report, filing and research note in seconds — but can it ever replace the instincts of a seasoned investor? Merryn Somerset Webb sits down with Causeway Capital Management chief executive Sarah Ketterer to explore where AI is genuinely changing fund management and why human judgment still matters. Ketterer also shares where she is finding value in today's markets, highlighting opportunities in healthcare, enterprise software, UK equities and overlooked Chinese companies while warning investors about the risks of chasing the AI semiconductor boom.See omnystudio.com/listener for privacy information.
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  What Is 'Manchesterism'— And Will It Boost Britain's Economy? 03.07.2026 30min

  Merryn Somerset Webb and John Stepek are joined by Cavendish's Roger Lee to unpack Andy Burnham's North Star of "Manchesterism" and what it could mean for the UK economy, markets, and investors. They debate whether devolving more power to the regions represents genuine economic reform or simply another version of heavy-handed state intervention, while exploring the implications for growth, government spending, fiscal policy, and the UK's increasingly fragile bond market.See omnystudio.com/listener for privacy information.
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  Is Vintage Jewelry the Next Great Investment? 01.07.2026 19min

  Could vintage jewelry be one of the smartest real assets to own right now? Merryn Somerset Webb speaks with vintage jewelry expert Emma de Sybel, a former banker who is now the director of Baroque Rocks, about which gemstones, eras, and brands are holding their value—and why buying pre-owned pieces could offer both financial potential and something beautiful to wear.See omnystudio.com/listener for privacy information.
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  Man Group's Ed Cole: How to Adapt Your Portfolio to a Changing World 29.06.2026 40min

  Despite agreeing that AI is likely as transformative as its proponents argue, Ed Cole, head of multi-strategy equities at Man Group, believes it’s too early to understand whether there’s a bubble. Meanwhile, the growing backlash against globalization and an effort to reshore means traditional 60/40 portfolios are at risk of becoming outdated. He says a reallocation of assets across gold, small caps and liquid alternatives could be essential to keep up with a changing macro environment. See omnystudio.com/listener for privacy information.
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  Markets Wrap: Gilts, Gold and AI’s Price Tag 26.06.2026 16min

  Merryn Somerset Webb is joined by Sam Unsted, editor of Bloomberg’s Markets Today blog. Together they discuss rallying UK gilts in the wake of Prime Minister Keir Starmer’s resignation, inflation fears resulting from the artificial intelligence infrastructure boom and how narrative and sentiment look to be shaping the gold price.See omnystudio.com/listener for privacy information.
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  How Much Could Andy Burnham Cost You?  24.06.2026 22min

  Can Andy Burnham keep his promises without hitting Britons in the pocket? Merryn Somerset Webb speaks with Bloomberg's Phil Aldrick about the tax hikes, spending pressures and economic realities facing Britain's likely next Prime Minister—and why there may be no painless solutions.See omnystudio.com/listener for privacy information.
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  Carson Block: AI Could Trigger the Next Financial Crisis 22.06.2026 43min

  Carson Block believes investors may be underestimating the economic consequences of artificial intelligence. The Muddy Waters founder and CEO joins Merryn Somerset Webb to explain why recent advances in AI have made him rethink its impact on the labour market—and why he believes widespread displacement of knowledge workers could eventually create a major challenge for financial markets.See omnystudio.com/listener for privacy information.
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  Passive Investing, SpaceX and the AI Boom: Are Markets Too Concentrated? 19.06.2026 26min

  Merryn Somerset Webb and Bloomberg Opinion columnist and senior markets editor John Authers discuss how SpaceX’s market debut has highlighted the hidden risks of passive investing, from index concentration to the growing influence of benchmark providers. They also assess new Fed Chair Kevin Warsh’s first policy signals and debate whether today’s AI boom is a bubble—and what could bring it to an end.See omnystudio.com/listener for privacy information.
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  The SpaceX IPO: Opportunity or Overvalued? 17.06.2026 16min

  The SpaceX blockbuster IPO has captivated retail investors, but what happens after the initial excitement fades? Merryn Somerset Webb speaks to Hargreaves Lansdown's Anna Macdonald about the extraordinary demand for shares, the dangers of concentration risk, and what the IPO means for market democracy. See omnystudio.com/listener for privacy information.
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  This Hated Corner of the Stock Market Is Yielding Big Returns 15.06.2026 38min

  Laurence Hulse, founder and lead fund manager of Onward Opportunities, explains how he launched and grew a specialist UK small-cap investment trust despite one of the toughest environments in decades for both investment trusts and British equities. He shares his "gems among the rubble" approach to uncovering overlooked companies, discusses why UK small caps remain deeply undervalued and reveals how active engagement, artificial intelligence-powered research tools and intensive company analysis have helped his fund significantly outperform its peers.See omnystudio.com/listener for privacy information.
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  Are Public Markets Back? 12.06.2026 15min

  On this week's Merryn Talks Money markets wrap, Merryn Somerset Webb and John Stepek discuss gold's recent correction and debate what healthy allocation could actually look like. They also consider what upcoming bumper IPOs mean for the return of public markets and whether inheritance tax free "patriotic bonds" could help Britain fund its defence budget.See omnystudio.com/listener for privacy information.
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  The Rich Are Getting Richer: What Do They Want From Wealth Managers? 10.06.2026 25min

  Who became wealthier in 2025 and what do they want from their financial advisor? Merryn Somerset Webb sits down with Capgemini's Gareth Wilson to discuss the latest World Wealth Report, the rise of robo-advisors and family offices and why traditional wealth management firms are facing growing competition. They also debate the question: Do investors want empathy from their wealth manager or simply better returns?See omnystudio.com/listener for privacy information.