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

Asia's AI-fueled market rally has created huge winners — but also growing risks. In this episode, Merryn Somerset Webb speaks with Invesco fund manager Fiona Yang about why Korea's AI boom has become increasingly volatile, where she's still finding value in China and India and why the next generation of winners may be the companies using AI rather than building it.

Join us in Edinburgh for Fringe Festival! 
https://www.edfringe.com/tickets/whats-on/the-butcher-the-brewer-the-baker-and-merryn-somerset-webb

Asia's AI-fueled market rally has created huge winners &mdash; but also growing risks. In this episode, Merryn Somerset Webb speaks with Invesco fund manager Fiona Yang about why Korea's AI boom has become increasingly volatile, where she's still finding value in China and India and why the next generation of winners may be the companies using AI rather than building it. Join us in Edinburgh for Fringe Festival!&nbsp; https://www.edfringe.com/tickets/whats-on/the-butcher-the-brewer-the-baker-and-merryn-somerset-webb

How to Invest in Asia as the AI Trade Gets More Volatile 

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/aa77e880-3737-470f-8633-b48c01171112/transcript

It's been a week of turning points in markets: from Japan's shifting stance on the weak yen, to star fund manager Terry Smith revisiting his "buy and hold" strategy, to incoming British Prime Minister Andy Burnham's apparent last-minute change of heart on chancellor, to SpaceX falling below its IPO price. One thing that didn't change - the UK market keeps shedding stocks. What does it all mean for your money? Merryn and John sum up a hectic week in the Merryn Talks Money Market Wrap.

https://www.edfringe.com/tickets/whats-on/the-butcher-the-brewer-the-baker-and-merryn-somerset-webb

https://www.fundsmith.co.uk/media/lfhpxi1x/fundsmith-equity-fund-semi-annual-letter-to-shareholders-2026.pdf 

It's been a week of turning points in markets: from Japan's shifting stance on the weak yen, to star fund manager Terry Smith revisiting his "buy and hold" strategy, to incoming British Prime Minister Andy Burnham's apparent last-minute change of heart on chancellor, to SpaceX falling below its IPO price. One thing that didn't change - the UK market keeps shedding stocks. What does it all mean for your money? Merryn and John sum up a hectic week in the Merryn Talks Money Market Wrap. <a href="https://www.edfringe.com/tickets/whats-on/the-butcher-the-brewer-the-baker-and-merryn-somerset-webb">https://www.edfringe.com/tickets/whats-on/the-butcher-the-brewer-the-baker-and-merryn-somerset-webb</a> <a href="https://www.fundsmith.co.uk/media/lfhpxi1x/fundsmith-equity-fund-semi-annual-letter-to-shareholders-2026.pdf">https://www.fundsmith.co.uk/media/lfhpxi1x/fundsmith-equity-fund-semi-annual-letter-to-shareholders-2026.pdf</a>&nbsp;

Markets Wrap: SpaceX Returns to Earth, UK Sheds More Stocks

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/6406c2cf-e6a6-4234-b5a1-b48901025345/transcript

In the first of a two-part special recorded live at Bloomberg's London offices, Merryn Somerset Webb brings together Bloomberg's John Stepek, Bytetree's Charlie Morris and Jean-Damien Marie, Global Head of Investments for Barclay's Private Bank and Wealth Management to discuss how the next generation of investors is changing the wealth management industry. From Bitcoin and gold to private equity, ESG and the future of the 60/40 portfolio, the panel explores what tomorrow's wealthy clients want — and whether traditional investment advice is keeping up.

In the first of a two-part special recorded live at Bloomberg's London offices, Merryn Somerset Webb brings together Bloomberg's John Stepek, Bytetree's Charlie Morris and Jean-Damien Marie, Global Head of Investments for Barclay's Private Bank and Wealth Management to discuss how the next generation of investors is changing the wealth management industry. From Bitcoin and gold to private equity, ESG and the future of the 60/40 portfolio, the panel explores what tomorrow's wealthy clients want &mdash; and whether traditional investment advice is keeping up.

 What the Next Generation Wants From Wealth Managers

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/130b52ce-f79b-4b16-81cb-b48800b2ed6d/transcript

Beware of the ‘Concentrated’ AI Chipmaker Bubble

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