Merryn Talks Money
Merryn Talks Money
Merryn Talks Money with Bloomberg senior columnist Merryn Somerset Webb is your key to understanding how markets work – and how you can make them work for you. Every episode features a relaxed but in-depth conversation with a fund manager, a strategist, a Bloomberg expert or just someone Merryn finds particularly interesting in any given week. Listen in for the kind of insights and explanations ev…Social links:
Follow the podcast:
The Emerging Markets Everyone Else Is Missing
Emerging markets have had a strong year, but much of that performance has been driven by a handful of AI-linked stocks. Merryn Somerset Webb speaks with Neuberger portfolio managers Vera German and Juan Torres about where they’re finding value away from the crowded trade — from China and Brazil to …
48:01Clean
Bad News Is Good News — Until It Isn’t
In this episode of Markets Wrap, Merryn Somerset Webb and John Stepek discuss the Bank of England’s latest rate hike, a record high for the FTSE 250 and the shrinking UK small-cap market. Plus, they look at the fallout from the US midterms and what it could mean for AI, data centres and markets.
19:35Clean
Episode 4: Your Questions On Rebalancing, Investment Gurus, And Ready-Made Portfolios Answered
In the final episode of The Portfolio Reset, Merryn Somerset Webb and John Stepek answer listeners’ questions. They address when to rebalance, whether ready-made funds are really diversified, how to avoid investment regret, and whether the lessons of Warren Buffett, Ben Graham and Peter Lynch still…
29:35Clean
Where Do You Hide From an AI Bubble?
Merryn Somerset Webb sits down with Chris Clothier, co-chief investment officer at CG Asset Management, to discuss the fragile economics of the AI boom and what could bring the spending spree to an end. They also explore the case for inflation-linked bonds, the growing fiscal risks facing governmen…
36:49
Has the UK Redefined What It Means to Be a High Earner?
Merryn Somerset Webb and John Stepek are joined by Hargreaves Lansdown’s Anna Macdonald to unpack the UK Budget, from fiscal drag and tax complexity to what it means for investors and small businesses. Plus, they ask whether the market's drastic reaction to a mild disappointment from Alphabet is a …
38:01
The Portfolio Reset: Episode 3
No investor can know exactly what markets will do next. So instead of trying to predict the next winner, the goal is to build a portfolio that can hold up across a range of scenarios — one that reflects your appetite for risk, your financial goals and how long you have to invest. In the third and …
25:51Clean
Can the AI Boom Survive a Margin Squeeze?
In this episode of Merryn Talks Money, Merryn Somerset Webb and Steve Hou, head of research at Silicon Data, delve into an emerging issue in the economics of artificial intelligence: token prices are falling while the cost of compute needed to produce them is rising. They discuss what this mismatch…
37:54
French Bond Markets and AI Neoclouds Feel The Pressure
Are we heading for another eurozone panic? This week, John Stepek and Bloomberg’s Sam Unsted discuss why political uncertainty in France is pushing up the country's borrowing costs, why the UK has (perhaps surprisingly) managed to avoid similar pressure, and where the first signs of strain are emer…
19:48Clean
The Portfolio Reset: Episode 2
Passive investing was designed to track the market, not shape it. But as Merryn Somerset Webb and John Stepek explore in the second episode of The Portfolio Reset, the enormous growth of passive investing has changed the market it was built to follow, just as some of the world’s most valuable compa…
23:52Clean
The Case for Buying Small Caps Now
After years of being overshadowed by US megacaps and the artificial intelligence boom, could smaller companies finally be ready for a comeback? Merryn Somerset Webb speaks with Downing fund manager Simon Evan-Cook and Odyssean Capital’s Stuart Widdowson about why small caps remain unusually cheap, …
35:53Clean