Merryn Talks Money

Епизоде

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  How to Turn Income Into an Inheritance Tax Break 16.09.2026 19мин

  Merryn Somerset Webb sits down with Sarah Coles, head of personal finance at AJ Bell, to discuss how gifting surplus income can help reduce your inheritance tax bill ahead of changes to the IHT treatment of pensions in April 2027.See omnystudio.com/listener for privacy information.
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  Ed Conway on the Hidden Supply Chains That Run the World 14.09.2026 35мин

  Merryn Somerset Webb speaks with Ed Conway, economics and data editor at Sky News and author of Trade World, about the vast and often invisible supply chains behind the things we buy. They discuss whether decades of globalisation have made economies more resilient or dangerously dependent, China’s manufacturing advantage and whether the UK and Europe can rebuild their industrial base without giving up the cheap goods consumers have come to expect.See omnystudio.com/listener for privacy information.
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  Markets Wrap: Bessent's Big Bet, Bond Yields and the AI Bubble 11.09.2026 27мин

  Britain’s bond yields are the highest in the G7, as renewed inflation pressures collide with rising defense costs and a government reluctant to make politically painful spending choices. This week, John Stepek is joined by Bloomberg macro strategist Simon White to discuss whether markets will ultimately force Britain’s hand, what Scott Bessent’s interventions mean for US Treasuries and the yen, and whether the AI boom is getting closer to a correction.See omnystudio.com/listener for privacy information.
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  Live From Fringe: What Adam Smith Can Teach Us About Debt and Power 08.09.2026 47мин

  In this episode of Merryn Talks Money, host Merryn Somerset Webb is joined live at the Edinburgh Festival Fringe by Bloomberg Opinion columnist Adrian Wooldridge, former British ambassador Nick Hopton and Orbis Investment Management Chairman Alec Cutler to ask what Adam Smith can teach us about today's rapidly changing economic order. The panel considers rising government debt, the growing relationship between states and powerful companies, and whether the AI investment boom could follow the same pattern as previous market bubbles. They also discuss what it all means for investors, from the impact on gold and government bonds to the implications for energy stocks and, specifically for the UK, the future of the North Sea.See omnystudio.com/listener for privacy information.
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  Live From Fringe: What Adam Smith Would Say of Bond Market Turmoil 04.09.2026 52мин

  Host Merryn Somerset Webb is joined by Interactive Investor CEO Richard Wilson,  Anna MacDonald, investment strategy director at Hargreaves Lansdown, and Russell Napier, financial historian and Keeper of the the Library of Mistakes for the second installment of panel discussions at Panmure House during the 2026 Edinburgh Festival Fringe.The panel discussed the state of global bond markets, how policymakers seem incapable of thinking about second-order consequences and the fiscal constraints facing the UK government.Original Music Composed by Mint SherbetsSee omnystudio.com/listener for privacy information.
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  Live from Fringe: What Adam Smith Can Teach Investors About AI and Investing 02.09.2026 38мин

  In this episode of Merryn Talks Money, host Merryn Somerset Webb is joined by Bloomberg senior reporter John Stepek, Schroders Head of Strategic Research Duncan Lamont and Nelsons Chairman and Creative Scotland Chair Robert Wilson for a special roundtable recorded at Panmure House during the Edinburgh Festival Fringe. Marking 250 years since the publication of The Wealth of Nations, they ask what Adam Smith can teach the world about artificial intelligence, government intervention and investing.The panel discusses whether policymakers interfere too much in markets, why holding too much cash can be a risk in itself and whether investors should worry about buying stocks at record highs. They also explore what the rise of AI could mean for jobs, trust and the relationships that hold societies together.Original Music Composed by Mint SherbetsSee omnystudio.com/listener for privacy information.
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  Markets Wrap: Predictions Meet AI Skepticism 28.08.2026 10мин

  Hosts Merryn Somerset Webb and John Stepek discuss the latest Nvidia news in which the company predicted its sales could rise by around 70% in the next fiscal year, beating analysts' expectations. Despite the positive outlook, Nvidia's share-price bump was relatively muted, suggesting investors are becoming more skeptical about artificial intelligence valuations and the financing of the technology boom.See omnystudio.com/listener for privacy information.
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  What Happens When Quantum Computing Actually Works? 24.08.2026 38мин

  Merryn Somerset Webb talks to Daniel Doll-Steinberg, Co-Founder & Partner at EdenBase, an investment firm that invests in quantum computing, about why the next great technological leap may arrive sooner than investors expect. They explore how quantum could transform drug discovery, finance and encryption. They also look at how investors can get meaningful exposure to the quantum boom, what “Q-Day” really means for Bitcoin, and why understanding philosophy goes hand-in-hand with understanding quantum. See omnystudio.com/listener for privacy information.
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  Markets Wrap: Higher Yields, Higher Gold 21.08.2026 23мин

  Hosts Merryn Somerset Webb and John Stepek are both back from their holidays and this week unpack the surge in global bond yields and how governments might respond. They also look at a study which suggested that Small Language Models (SLM) could make today’s vast AI data-centre buildout unnecessary, posing a substantial risk to hyperscalers and investors.https://arxiv.org/abs/2511.07885See omnystudio.com/listener for privacy information.
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  What it Takes to Build a Stagflation-proof Portfolio 17.08.2026 31мин

  Joining Merryn Somerset Webb for this week's episode is Duncan Lamont, Head of Strategic Research at Schroders. Lamont explains how investors can protect their portfolios against stagflation, and how to avoid being too exposed to the AI trade. He also explains why all-time highs might not actually be a sell signal for investors - and how AI-driven job losses might affect US stocks.https://www.schroders.com/en-us/us/institutional/insights/adapting-asset-allocation-to-the-risk-of-stagflation/ See omnystudio.com/listener for privacy information.
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  What's Eating Away at Inheritance Money Re-Run 14.08.2026 47мин

  At a Bloomberg.com subscriber event earlier this year, Merryn Somerset Webb and John Stepek spoke with Paula Steele, director at John Lamb Hill Oldridge, about how to pass on an inheritance efficiently — minimise tax, manage the succession process, and avoid unintended effects on beneficiaries’ motivation.This is a re-run of that conversation which first aired March 17th, 2026. See omnystudio.com/listener for privacy information.
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  The Capital Cycle Is Turning 10.08.2026 30мин

  What is "capital-cycle" investing and why does it matter for your portfolio? Luke Bridgeman, Senior Partner and Portfolio Manager at Hosking Partners joins Merryn Somerset Webb for a discussion on why supply, not demand, is the key to finding the best investment opportunities. The pair also discuss investing in Japan, energy markets, and why the shipping industry might be easier to break into than you think.See omnystudio.com/listener for privacy information.
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  Markets Wrap: Gold Rallies, AI Briefly Blows Up and the UK Market Still Needs Saving 07.08.2026 16мин

  It's been a tumultuous few weeks for markets, and yet nothing much has changed. Join Merryn Somerset Webb and John Stepek as they discuss why an AI hedge fund implosion and US intervention in the Japanese yen appear to have merely strengthened market optimism. Meanwhile, the FTSE 250 has hit a new record high, even as the underlying need for practical policy help to save the UK market from extinction becomes ever more urgent.See omnystudio.com/listener for privacy information.
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  You Are Unhappy Because You Aren't Taking Enough Risk 03.08.2026 38мин

  Have we become too risk-averse? This week John Stepek and Bloomberg Opinion columnist Allison Schrager discuss her new book, Worth the Risk, and why avoiding risk could be holding back both individuals and economies. They explore the challenges of retirement planning, whether homeownership is still a rewarding investment and what history can teach us about navigating the future of AI.See omnystudio.com/listener for privacy information.
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  Markets Wrap: Trouble Ahead For The AI Money Machine? 31.07.2026 21мин

  Large sections of the debt and equity markets now depend on the ongoing growth of a vast AI ecosystem that ranges from chipmakers to hyperscalers to end-consumers. Does this week's drama in the South Korean Kospi market point to a wider problem? On this week's Merryn Talks Money Markets Wrap, Author of the Money Distilled newsletter John Stepek, is joined by Bloomberg's Private Companies Managing Editor, Neil Callanan to talk through the the AI industry's growing reliance on debt, concerns about circular financing, and whether or not any crash here could spill over into the wider financial system.See omnystudio.com/listener for privacy information.
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  Hot Tips for Saving Money on Summer Vacation (Re-run) 29.07.2026 12мин

  On today's personal finance edition of Merryn Talks Money, we're playing an episode that first aired in July 2025 when hosts Merryn Somerset Webb and John Stepek, shared their top money-saving tips for helping you get the most out of your holiday. See omnystudio.com/listener for privacy information.
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  Are We Repeating the Biggest Mistake of 1873? 27.07.2026 36мин

  Pulitzer Prize-winning author Liaquat Ahamed joins Merryn Somerset Webb to discuss 1873: The First Great Depression and the Making of the Modern World, exploring how the first truly global financial crash reshaped economics, politics and society for decades to come. Together, they unpack striking parallels between the railway boom of the 1870s and today's AI investment frenzy, asking whether history is once again rhyming—and what investors should learn before the next bubble bursts.See omnystudio.com/listener for privacy information.
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  Markets Wrap: Inflation Means Bad News for Burnham 24.07.2026 22мин

  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 14мин

  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 35мин

  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.