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

 

Most people spend their working lives earning and saving toward a financial goal. This goal can be a number or something more tangible like a paid-off mortgage. But when you’ve spent decades feeding the same frugality habit, entering retirement and reversing that addiction can be an unfamiliar challenge. Retirement also has a tendency of throwing up questions of status, belonging—and of course, mortality.

In this week’s personal finance edition of Merryn Talks Money, hosts Merryn Somerset Webb and John Stepek confront a difficult listener question on the topic of retirement spending. How can a person start spending freely when their attitude toward spending has been the opposite most of their life? Chartered financial planner and Director at Flying Colours Advice, George Agan joins this episode to share his insights on what to do.

Resources from George to check out if you want to learn more: 

This is a video with an overview on how to build your own model:
https://youtu.be/7Wkr5QtY-G8?si=5ev22MOHQhl5Qvgq

Course to consider: 
https://meaningfulacademy.com/rp-1/

And a link to George's firm: 
https://fcadvice.co.uk/


 

&nbsp;
Most people spend their working lives earning and saving toward a financial goal. This goal can be a number or something more tangible like a paid-off mortgage. But when you&rsquo;ve spent decades feeding the same frugality habit, entering retirement and reversing that addiction can be an unfamiliar challenge. Retirement also has a tendency of throwing up questions of status, belonging&mdash;and of course, mortality. In this week&rsquo;s personal finance edition of Merryn Talks Money, hosts Merryn Somerset Webb and John Stepek confront a difficult listener question on the topic of retirement spending. How can a person start spending freely when their attitude toward spending has been the opposite most of their life? Chartered financial planner and Director at Flying Colours Advice, George Agan joins this episode to share his insights on what to do. Resources from George to check out if you want to learn more:&nbsp; This is a video with an overview on how to build your own model: <a href="https://youtu.be/7Wkr5QtY-G8?si=5ev22MOHQhl5Qvgq">https://youtu.be/7Wkr5QtY-G8?si=5ev22MOHQhl5Qvgq</a>
Course to consider:&nbsp; <a href="https://meaningfulacademy.com/rp-1/">https://meaningfulacademy.com/rp-1/</a>
And a link to George's firm:&nbsp; <a href="https://fcadvice.co.uk/">https://fcadvice.co.uk/</a> 
&nbsp;

You’ve Spent Your Life Saving. Now Learn How to Spend

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/f928a340-ebb0-4f52-a04a-b3d200b20cd7/transcript

Societe Generale Head of FIC and Commodity Research Michael Haigh joins Merryn Somerset Webb to break down why the US attack on Venezuela and any subsequent attempt to reboot its energy industry is unlikely to change oil prices near-term. He explains why markets are more influenced right now by OPEC’s supply decisions and China’s rapid strategic petroleum reserve buying—and warns prices could fall if China slows purchases. The conversation then turns to a bullish outlook for copper, driven by electrification, artificial intelligence and data centers, as well as defense spending. Plus, Haigh argues gold and silver still have upside—gold on sustained central-bank demand and silver on persistent deficits—while noting key risks if central-bank buying or global uncertainty meaningfully eases.

Societe Generale Head of FIC and Commodity Research Michael Haigh joins Merryn Somerset Webb to break down why the US attack on Venezuela and any subsequent attempt to reboot its energy industry is unlikely to change oil prices near-term. He explains why markets are more influenced right now by OPEC&rsquo;s supply decisions and China&rsquo;s rapid strategic petroleum reserve buying&mdash;and warns prices could fall if China slows purchases. The conversation then turns to a bullish outlook for copper, driven by electrification, artificial intelligence and data centers, as well as defense spending. Plus, Haigh argues gold and silver still have upside&mdash;gold on sustained central-bank demand and silver on persistent deficits&mdash;while noting key risks if central-bank buying or global uncertainty meaningfully eases.

Venezuela’s Oil Reserves Versus Reality: Why Output Can’t Jump Overnight

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/295b22c6-7573-46f2-91a7-b3cf01077563/transcript

On this week’s markets roundup, hosts Merryn Somerset Webb and John Stepek discuss the strong performance of the FTSE 100, which has finally closed above 10,000. While it may not remain at that level, it marks a bright start. They also explore the key investment themes of 2025 and explain why equities in these areas are likely to remain elevated throughout 2026, driven by geopolitical tensions—particularly in defence, commodities, and precious metals.

On this week&rsquo;s markets roundup, hosts Merryn Somerset Webb and John Stepek discuss the strong performance of the FTSE 100, which has finally closed above 10,000. While it may not remain at that level, it marks a bright start. They also explore the key investment themes of 2025 and explain why equities in these areas are likely to remain elevated throughout 2026, driven by geopolitical tensions&mdash;particularly in defence, commodities, and precious metals.

FTSE 100 Hits 10,000 as Defence, Commodities and Gold Lead Market Themes

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/17fc2fdb-20a7-4d96-b815-b3cd00b4b5b4/transcript

Beware of the ‘Concentrated’ AI Chipmaker Bubble

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