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

Hosts Merryn Somerset Webb and John Stepek assess the market reaction to oil price volatity and question whether gold, bonds or even hard assets can offer capital protection in this fragmented and dangerous world. They also discuss the latest in private credit and what this uncertaintly means for investors.

Hosts Merryn Somerset Webb and John Stepek assess the market reaction to oil price volatity and question whether gold, bonds or even hard assets can offer capital protection in this fragmented and dangerous world. They also discuss the latest in private credit and what this uncertaintly means for investors.

Markets Wrap: Private Credit, War and a Lack of Safe Havens

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/824c3ac2-70f1-4b98-96e3-b40b013e2426/transcript

On this week's Merryn Talks Your Money personal finance episode, Merryn Somerset Webb and John Stepek tackle a listener’s question about an issue many young UK professionals face: where should retirement savings go after auto-enrollment—a SIPP, an ISA or a Lifetime ISA? With markets volatile, rules changing and political risk on the horizon, the pair break down the pros and cons of each option.

Sign up to the subscriber event here: 
https://www.bloombergevents.com/ZZ3kna?utm_source=Podcast&utm_campaign=Podcast&utm_medium=Podcast&RefId=sub

On this week's Merryn Talks Your Money personal finance episode, Merryn Somerset Webb and John Stepek tackle a listener&rsquo;s question about an issue many young UK professionals face: where should retirement savings go after auto-enrollment&mdash;a SIPP, an ISA or a Lifetime ISA? With markets volatile, rules changing and political risk on the horizon, the pair break down the pros and cons of each option.
Sign up to the subscriber event here:&nbsp; <a href="https://www.bloombergevents.com/ZZ3kna?utm_source=Podcast&amp;utm_campaign=Podcast&amp;utm_medium=Podcast&amp;RefId=sub" data-destination="rte:bind">https://www.bloombergevents.com/ZZ3kna?utm_source=Podcast&amp;utm_campaign=Podcast&amp;utm_medium=Podcast&amp;RefId=sub</a>

UK Smart Savings Dilemma: SIPP, ISA or LISA?

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/a65cd8e6-e127-4182-bc41-b4090115a169/transcript

On this week's Merryn Talks Money podcast, host Merryn Somerset Webb speaks with financial historian Edward Chancellor about how energy constraints and geopolitical tensions could reshape markets, whether the artificial intelligence boom is a bubble and what it all means for interest rates. Chancellor argues that AI enthusiasm may be overextended, warns of rising long-term rates and sovereign debt risks and makes the case for gold, commodities, Japan and emerging markets over bonds and expensive growth stocks.


Sign up to the subscriber event here: 
https://www.bloombergevents.com/ZZ3kna?utm_source=Podcast&utm_campaign=Podcast&utm_medium=Podcast&RefId=sub

On this week's Merryn Talks Money podcast, host Merryn Somerset Webb speaks with financial historian Edward Chancellor about how energy constraints and geopolitical tensions could reshape markets, whether the artificial intelligence boom is a bubble and what it all means for interest rates. Chancellor argues that AI enthusiasm may be overextended, warns of rising long-term rates and sovereign debt risks and makes the case for gold, commodities, Japan and emerging markets over bonds and expensive growth stocks.
 Sign up to the subscriber event here:&nbsp; <a href="https://www.bloombergevents.com/ZZ3kna?utm_source=Podcast&amp;utm_campaign=Podcast&amp;utm_medium=Podcast&amp;RefId=sub" data-destination="rte:bind">https://www.bloombergevents.com/ZZ3kna?utm_source=Podcast&amp;utm_campaign=Podcast&amp;utm_medium=Podcast&amp;RefId=sub</a>

Gold, Debt and the AI Boom: A Financial Historian’s Warning

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/95e4ace1-9dfc-4ebc-8b11-b406011f57a7/transcript

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

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