Carson Block believes investors may be underestimating the economic consequences of artificial intelligence.

The Muddy Waters founder and CEO joins Merryn Somerset Webb to explain why recent advances in AI have made him rethink its impact on the labour market—and why he believes widespread displacement of knowledge workers could eventually create a major challenge for financial markets.

Carson Block believes investors may be underestimating the economic consequences of artificial intelligence.
The Muddy Waters founder and CEO joins Merryn Somerset Webb to explain why recent advances in AI have made him rethink its impact on the labour market&mdash;and why he believes widespread displacement of knowledge workers could eventually create a major challenge for financial 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

Carson Block: AI Could Trigger the Next Financial Crisis

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/144b44b3-06ec-40f7-a28e-b4700153358c/transcript

The number of REITs (real estate investment trusts) listed in London has shrunk dramatically over the past five years. Now the biggest REIT on the market is the subject of a bid from a US buyer. In this week's personal finance edition of Merryn Talks Your Money, Bloomberg senior reporter and author of the Money Distilled newsletter, John Stepek, is joined by Bloomberg real estate team leader Jack Sidders to discuss the health of the UK's commercial property sector, whether there is more consolidation to come, and what it might say about REIT valuations.

 

The number of REITs (real estate investment trusts) listed in London has shrunk dramatically over the past five years. Now the biggest REIT on the market is the subject of a bid from a US buyer. In this week's personal finance edition of Merryn Talks Your Money, Bloomberg senior reporter and author of the Money Distilled newsletter, John Stepek, is joined by Bloomberg real estate team leader Jack Sidders to discuss the health of the UK's commercial property sector, whether there is more consolidation to come, and what it might say about REIT valuations.
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The UK's Shrinking REITs Sector Is Still Attracting Buyers  

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/9823086f-c857-48f2-8beb-b48101090787/transcript

AI can read every earnings report, filing and research note in seconds — but can it ever replace the instincts of a seasoned investor? Merryn Somerset Webb sits down with Causeway Capital Management chief executive Sarah Ketterer to explore where AI is genuinely changing fund management and why human judgment still matters. Ketterer also shares where she is finding value in today's markets, highlighting opportunities in healthcare, enterprise software, UK equities and overlooked Chinese companies while warning investors about the risks of chasing the AI semiconductor boom.

AI can read every earnings report, filing and research note in seconds &mdash; but can it ever replace the instincts of a seasoned investor? Merryn Somerset Webb sits down with Causeway Capital Management chief executive Sarah Ketterer to explore where AI is genuinely changing fund management and why human judgment still matters. Ketterer also shares where she is finding value in today's markets, highlighting opportunities in healthcare, enterprise software, UK equities and overlooked Chinese companies while warning investors about the risks of chasing the AI semiconductor boom.

The Biggest AI Investment Mistakes Investors Could Make

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/7552bb56-1dc3-4509-b116-b47e0159cc10/transcript

Merryn Somerset Webb and John Stepek are joined by Cavendish's Roger Lee to unpack Andy Burnham's North Star of "Manchesterism" and what it could mean for the UK economy, markets, and investors. They debate whether devolving more power to the regions represents genuine economic reform or simply another version of heavy-handed state intervention, while exploring the implications for growth, government spending, fiscal policy, and the UK's increasingly fragile bond market.

Merryn Somerset Webb and John Stepek are joined by Cavendish's Roger Lee to unpack Andy Burnham's North Star of "Manchesterism" and what it could mean for the UK economy, markets, and investors. They debate whether devolving more power to the regions represents genuine economic reform or simply another version of heavy-handed state intervention, while exploring the implications for growth, government spending, fiscal policy, and the UK's increasingly fragile bond market.

What Is 'Manchesterism'— And Will It Boost Britain's Economy?

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/43e00906-a761-419d-a1f2-b47c009ed646/transcript

Carson Block: AI Could Trigger the Next Financial Crisis

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