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

Merryn Somerset Webb speaks to Pictet Asset Management Chief Strategist Luca Paolini about why markets remain remarkably resilient despite geopolitical turmoil, inflation fears and mounting fiscal risks. Paolini argues that the AI investment boom, strong corporate earnings and persistent US economic strength continue to support markets — but warns that the era of US exceptionalism may be fading, making diversification and lower long-term return expectations essential for investors. 

Merryn Somerset Webb speaks to Pictet Asset Management Chief Strategist Luca Paolini about why markets remain remarkably resilient despite geopolitical turmoil, inflation fears and mounting fiscal risks. Paolini argues that the AI investment boom, strong corporate earnings and persistent US economic strength continue to support markets &mdash; but warns that the era of US exceptionalism may be fading, making diversification and lower long-term return expectations essential for investors.&nbsp;

Why Investors Should Expect Lower Returns From Here 

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/29c13fac-90fe-4643-b6d1-b44d0159e2e9/transcript

For this week's second installment of the news round up, hosts Merryn and John discuss how cheap UK stocks are still being bought up by private equity firms; and how rising inflation could put a stop to the highly-concentrated surge in US equity markets. They also talk about changes to the Premium Bond prize rate which mean the odds of winning are set to improve and consider how governments could make wider use of lottery-style fundraising.

For this week's second installment of the news round up, hosts Merryn and John discuss how cheap UK stocks are still being bought up by private equity firms; and how rising inflation could put a stop to the highly-concentrated surge in US equity markets. They also talk about changes to the Premium Bond prize rate which mean the odds of winning are set to improve and consider how governments could make wider use of lottery-style fundraising.

The UK Is Still Losing Cheap Stocks to Private Equity Bargain Hunters

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/6e790cba-eedc-450d-87b5-b44a00fa7e37/transcript

Why Britain Needs A Crisis To Turn The Country Around

Britain has once again been plunged into political turmoil. Despite rebellion in the ranks, Prime Minister Keir Starmer refuses to go, and it's not yet clear which - if any - of his potential challengers will lay down the gauntlet to try to take the leadership from him. And nor is it clear, given the divided nature of the Labour party, that any new Prime Minister could hold down the job until the next general election. Merryn Somerset Webb and John Stepek discuss why Britain may need a 1976-style crisis to persuade our politicians to finally get a grip. 

Why Britain Needs A Crisis To Turn The Country Around Britain has once again been plunged into political turmoil. Despite rebellion in the ranks, Prime Minister&nbsp;Keir Starmer refuses to go, and it's not yet clear which - if any - of his potential challengers will lay down the gauntlet to try to take the leadership from him. And nor is it clear, given the divided nature of the Labour party, that any new Prime Minister could hold down the job until the next general election. Merryn Somerset Webb and John Stepek discuss why Britain may need a 1976-style crisis to persuade our&nbsp;politicians to finally get a grip.&nbsp;

Emergency Podcast: Why Britain's Political Turmoil Will End In Crisis

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/de8649dd-14a3-477a-a12c-b4490109dbe6/transcript

Beware of the ‘Concentrated’ AI Chipmaker Bubble

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