“Capital goes where it’s needed and stays where it’s treated well. That’s not the UK and that’s not Europe: currently, it’s the US and it’s Argentina.”

So says Barry Norris, chief executive of Argonaut Capital Partners, on this week’s episode of Merryn Talks Money. The UK finance veteran decries Labour tax policies in the UK while pointing to opportunities in the Americas. He suggests good places to invest and shares his thoughts on Bitcoin. 

“Capital goes where it’s needed and stays where it’s treated well. That’s not the UK and that’s not Europe: currently, it’s the US and it’s Argentina.”
So says Barry Norris, chief executive of Argonaut Capital Partners, on this week’s episode of Merryn Talks Money. The UK finance veteran decries Labour tax policies in the UK while pointing to opportunities in the Americas. He suggests good places to invest and shares his thoughts on Bitcoin.

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

Argonaut’s Barry Norris Says Invest in Argentina and the US

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/62c50096-d98c-4a58-8bbf-b23600c0a88b/transcript

Geopolitical tensions have grabbed the headlines this week, but the market turmoil is being driven as much by the Japanese government bond market as by anything coming out of Davos. Hosts Merryn Somerset Webb and John Stepek look at what's going on. They also discuss the growing list of reasons why investors are likely to move money away from the US - and why the UK market has a good chance of benefiting from these flows.

Geopolitical tensions have grabbed the headlines this week, but the market turmoil is being driven as much by the Japanese government bond market as by anything coming out of Davos. Hosts Merryn Somerset Webb and John Stepek look at what's going on. They also discuss the growing list of reasons why investors are likely to move money away from the US - and why the UK market has a good chance of benefiting from these flows.

Markets Weekly: Japan’s Bond Shock and the Global Ripple Effect

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/951e0073-5ef0-402e-9df2-b3da00cecf02/transcript

Are UK house prices really taking off — or is something else at play? On this week’s personal finance edition of Merryn Talks Money, Merryn Somerset Webb and John Stepek dig into the latest eye-catching figures and reveal why the “surge” may not be quite what it seems. From the powerful role of location in driving valuations to why houses are leaving flats behind as investments, the conversation cuts through the headlines to what’s really happening in the property market.

Are UK house prices really taking off &mdash; or is something else at play? On this week&rsquo;s personal finance edition of Merryn Talks Money, Merryn Somerset Webb and John Stepek dig into the latest eye-catching figures and reveal why the &ldquo;surge&rdquo; may not be quite what it seems. From the powerful role of location in driving valuations to why houses are leaving flats behind as investments, the conversation cuts through the headlines to what&rsquo;s really happening in the property market.

Asking Prices vs Reality: The True State of the Housing Market

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/4160af55-33e6-4d90-9971-b3d800cb5d83/transcript

For more than four decades, Jeremy Grantham has been one of the most contrarian voices in global investing. The co-founder of Boston-based asset manager GMO, he built his reputation warning about bubbles before they burst, from Japanese equities in the late 1980s to US tech stocks in 2000 and housing in the run-up to the global financial crisis. He joins this week’s Merryn Talks Money podcast with host Merryn Somerset Webb to discuss why he believes there's an artificial intelligence bubble and what happens if it bursts, his approach as a value investor and the lessons in his new book, The Making of a Permabear: The Perils of Long-Term Investing in a Short-Term World.

For more than four decades, Jeremy Grantham has been one of the most contrarian voices in global investing. The co-founder of Boston-based asset manager GMO, he built his reputation warning about bubbles before they burst, from Japanese equities in the late 1980s to US tech stocks in 2000 and housing in the run-up to the global financial crisis. He joins this week&rsquo;s Merryn Talks Money podcast with host Merryn Somerset Webb to discuss why he believes there's an artificial intelligence bubble and what happens if it bursts, his approach as a value investor and the lessons in his new book,&nbsp;The Making of a Permabear: The Perils of Long-Term Investing in a Short-Term World.

GMO's Jeremy Grantham on buying start-ups, an AI bubble and why the small-cap premium is a myth

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/e7153ecd-b44d-4b6e-bea2-b3d600d9921d/transcript

Argonaut’s Barry Norris Says Invest in Argentina and the US

In 1 playlist(s)

Merryn Talks Money

Social links

Follow podcast

Recent clips