Think it’s all over for US markets? Think they’re finally going to sink under high valuations, inflated expectations and now a nervous bond market? Maybe think again, says Ed Yardeni of the eponymous firm Yardeni Research.

Think it&rsquo;s all over for US markets? Think they&rsquo;re finally going to sink under high valuations, inflated expectations and now a nervous bond market? Maybe think again, says Ed Yardeni of the eponymous firm Yardeni Research.

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

Ed Yardeni Says It’s Not as Bad as You Think 

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/8f4c7f8d-5d5a-4a3d-a364-b2e60109057f/transcript

On this week’s markets roundup, hosts Merryn Somerset Webb and John Stepek dig into the collapse of the proposed HICL–TRIG merger and the resurgence of shareholder activism reshaping the investment trust sector. They also explore the dramatic breakout in silver, gold’s renewed monetary significance, and Bitcoin’s latest bout of volatility—potentially tied to the unwinding yen carry trade and shifting global rate expectations. 

On this week&rsquo;s markets roundup, hosts Merryn Somerset Webb and John Stepek dig into the collapse of the proposed HICL&ndash;TRIG merger and the resurgence of shareholder activism reshaping the investment trust sector. They also explore the dramatic breakout in silver, gold&rsquo;s renewed monetary significance, and Bitcoin&rsquo;s latest bout of volatility&mdash;potentially tied to the unwinding yen carry trade and shifting global rate expectations.&nbsp;

Investment Trust Turmoil, Silver’s Surge, and Bitcoin’s Wild Ride

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/1584570c-46a9-440b-88ab-b3a901594658/transcript

AI mania may be driving markets to new heights, but economist and author Dambisa Moyo argues the real question isn’t whether we’re in a tech-driven bubble—it’s what stage. Speaking with Merryn Somerset Webb, Moyo says that while valuations look stretched and investor excitement is unmistakable, there may still be a ways to go before things get bad.

Turning to the UK, Moyo, a member of the House of Lords, argues that the country’s central challenge is weak growth, held back by two chokepoints: high energy costs and underperforming capital markets that fail to attract investment or nurture emerging companies. What’s needed, she says, is not just policy fixes but a stronger, more optimistic national story that makes the UK a natural magnet for capital.

AI mania may be driving markets to new heights, but economist and author Dambisa Moyo argues the real question isn&rsquo;t whether we&rsquo;re in a tech-driven bubble&mdash;it&rsquo;s what stage. Speaking with Merryn Somerset Webb, Moyo says&nbsp;that while valuations look stretched and investor excitement is unmistakable, there may still be a ways to go before things get bad.
Turning to the UK, Moyo, a member of the House of Lords, argues that the country&rsquo;s central challenge is weak growth, held back by two chokepoints: high energy costs and underperforming capital markets that fail to attract investment or nurture emerging companies. What&rsquo;s needed, she says, is not just policy fixes but a stronger, more optimistic national story that makes the UK a natural magnet for capital.

Dambisa Moyo on Why the AI Bubble Still Has Room to Grow

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/8fa26085-97fc-4b2e-b9eb-b3a600b87303/transcript

Merryn is joined by Stephanie Flanders, Head of Economics and Government at Bloomberg, Helen Thomas, founder and CEO of Blonde Money, and Money Distilled newsletter author John Stepek, to break down key announcements from the November Budget and what those changes mean for markets, investors and households.

The conversation was recorded in front of an audience at Bloomberg's European Headquarters in London. 

Merryn is joined by Stephanie Flanders, Head of Economics and Government at Bloomberg, Helen Thomas, founder and CEO of Blonde Money, and Money Distilled newsletter author John Stepek, to break down key announcements from the November Budget and what those changes mean for markets, investors and households. The conversation was recorded in front of an audience at Bloomberg's European Headquarters in London.&nbsp;

UK Budget Special: What Will It Cost You? 

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/962fb3d6-2a0c-4ab3-9520-b3a200f74bac/transcript

Ed Yardeni Says It’s Not as Bad as You Think

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