MacroStrategy’s James Ferguson tells Merryn Talks Money there are better places to put your money. Plus, senior reporter and Money Distilled author John Stepek on what a Labour government means for markets. 

MacroStrategy’s James Ferguson tells Merryn Talks Money there are better places to put your money. Plus, senior reporter and Money Distilled author John Stepek on what a Labour government means for markets.

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

Beware of the ‘Concentrated’ AI Chipmaker Bubble

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/5e867547-7421-4470-9fab-b1a400db44c5/transcript

On this personal finance edition of Merryn Talks Money, our hosts discuss Lifetime ISAs and their usefulness in buying a home.

On this personal finance edition of Merryn Talks Money, our hosts discuss Lifetime ISAs and their usefulness in buying a home.

Using a Lifetime ISA to Get on the London Housing Ladder

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/0b23c374-56e1-4299-bddd-b20a00a6fd86/transcript

Don’t meet with management, ignore narratives and avoid highly rated businesses—taken together that sounds like a recipe for fund failure. But for Sean Peche, founder and portfolio manager at Ranmore Fund Management Ltd., it’s how he’s consistently outperformed benchmark indices. His Ranmore Global Equity Fund outperformed the MSCI World Index in 2022 and 2023. He joins Merryn this week to talk about his strategy and his market outlook. 

(Earlier podcast summary incorrectly identified the fund as a hedge fund. It is a long only fund.) 

Don’t meet with management, ignore narratives and avoid highly rated businesses—taken together that sounds like a recipe for fund failure. But for Sean Peche, founder and portfolio manager at Ranmore Fund Management Ltd., it’s how he’s consistently outperformed benchmark indices. His Ranmore Global Equity Fund outperformed the MSCI World Index in 2022 and 2023. He joins Merryn this week to talk about his strategy and his market outlook.  (Earlier podcast summary incorrectly identified the fund as a hedge fund. It is a long only fund.)

How This Fund Manager Finds ‘Diamonds in the Dust’

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/f733cfc0-3c53-4c83-8d41-b2050155726c/transcript

In this week's roundup, Money Distilled newsletter author John Stepek is joined by Bloomberg Opinion columnist Marcus Ashworth. They discuss the UK bond market, particularly the fact that UK 10-year yields are back above those of the US, what signal that sends and what's behind UK borrowing costs going up.

In this week's roundup, Money Distilled newsletter author John Stepek is joined by Bloomberg Opinion columnist Marcus Ashworth. They discuss the UK bond market, particularly the fact that UK 10-year yields are back above those of the US, what signal that sends and what's behind UK borrowing costs going up.

A Discomforting Signal From the UK Bond Market and Budget, Budget, Budget!

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/d0b59c27-7cd1-4758-ad4a-b2040184217b/transcript

Beware of the ‘Concentrated’ AI Chipmaker Bubble

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