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. 

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.&nbsp;

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 everyone can use to help them make better saving and investing choices.

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 everyone can use to help them make better saving and investing choices.

Merryn Talks Money

There’s a Stock Picker’s Paradise Waiting for You 

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/7e030c91-7d77-41de-96d6-b2ad01502784/transcript

Cathie Wood, CEO and CIO of Ark Investment Management, joins Merryn Somerset Webb to make the bullish case for the next era of innovation. From AI, robotaxis and CRISPR to Bitcoin, Tesla and SpaceX, she lays out the technologies she believes will drive faster growth, lower costs and major market disruption.

Cathie Wood, CEO and CIO of Ark Investment Management, joins Merryn Somerset Webb to make the bullish case for the next era of innovation. From AI, robotaxis and CRISPR to Bitcoin, Tesla and SpaceX, she lays out the technologies she believes will drive faster growth, lower costs and major market disruption.

The Convergence Trade: Cathie Wood’s Boldest Predictions

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/b64cc76a-432c-4c4e-a166-b4150167d050/transcript

Merryn Somerset Webb sits down with Troy Asset Management founder and chief investment officer Sebastian Lyon to unpack why markets look eerily calm despite mounting geopolitical shocks—and why investors should be far more focused on protecting wealth than chasing returns. Lyon argues we’ve entered a new era of sticky inflation, fragile portfolios, and looming risks in government bonds. He talks about how he’s positioning for volatility, and offers some ideas for navigating markets when the old rules—like 60/40—no longer apply. This conversation was recorded at a live Bloomberg.com subscriber event in London on March 17.

Merryn Somerset Webb sits down with Troy Asset Management founder and chief investment officer Sebastian Lyon to unpack why markets look eerily calm despite mounting geopolitical shocks&mdash;and why investors should be far more focused on protecting wealth than chasing returns. Lyon argues we&rsquo;ve entered a new era of sticky inflation, fragile portfolios, and looming risks in government bonds. He talks about how he&rsquo;s positioning for volatility, and offers some ideas for navigating markets when the old rules&mdash;like 60/40&mdash;no longer apply. This conversation was recorded at a live Bloomberg.com subscriber event in London on March 17.

Inflation Isn’t Done: Why the Next Shock Could Be Worse

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/41852025-5375-4226-a99c-b41300c74d7a/transcript

On this week's Merryn Talks Your Money personal finance episode, Merryn Somerset Webb and John Stepek tackle another listener question: should you invest in absolute return funds? They start by explaining what an absolute return fund actually is, the pros (aiming for absolute returns makes sense) and cons (it's not easy to achieve consistently) of such an investment, and look at what to consider when trying to pick such a fund. 

On this week's Merryn Talks Your Money personal finance episode, Merryn Somerset Webb and John Stepek tackle another listener question: should you invest in absolute return funds? They start by explaining what an absolute return fund actually is, the pros (aiming for absolute returns makes sense) and cons (it's not easy to achieve consistently) of such an investment, and look at what to consider when trying to pick such a fund.&nbsp;

What Are Absolute Return Funds And Should You Invest In Them?

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/295998ba-1122-4c42-a200-b40f010a338d/transcript

There’s a Stock Picker’s Paradise Waiting for You

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