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

Merryn Somerset Webb and John Stepek are joined by Bloomberg’s Jack Sidders to break down how Real Estate Investment Trusts (REITs) work and why they’ve struggled in recent years. They explore the impact of interest rates, the significance of different sectors such as warehouses, student housing and data centers, and why many UK REITs trade at steep discounts. With interest rates potentially falling and supply constrained, they also discuss whether REITs could be poised for a comeback — and where investors might start.

Sign up to the subscriber event here: 
https://www.bloombergevents.com/ZZ3kna?utm_source=Podcast&utm_campaign=Podcast&utm_medium=Podcast&RefId=sub

Merryn Somerset Webb and John Stepek are joined by Bloomberg&rsquo;s Jack Sidders to break down how Real Estate Investment Trusts (REITs) work and why they&rsquo;ve struggled in recent years. They explore the impact of interest rates, the significance of different sectors such as warehouses, student housing and data centers, and why many UK REITs trade at steep discounts. With interest rates potentially falling and supply constrained, they also discuss whether REITs could be poised for a comeback &mdash; and where investors might start.
Sign up to the subscriber event here:&nbsp; <a href="https://www.bloombergevents.com/ZZ3kna?utm_source=Podcast&amp;utm_campaign=Podcast&amp;utm_medium=Podcast&amp;RefId=sub" data-destination="rte:bind">https://www.bloombergevents.com/ZZ3kna?utm_source=Podcast&amp;utm_campaign=Podcast&amp;utm_medium=Podcast&amp;RefId=sub</a>

REITs Explained: How Real Estate Investment Trusts Work and What Moves Their Prices

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/8a73be4e-dcb8-4af6-bb09-b3f5007dd305/transcript

Merryn Somerset Webb speaks with Panmure LiberumChief Economist Simon French to unpack Modern Monetary Theory—the idea that governments issuing their own currency can spend freely, constrained only by inflation. They explore whether the pandemic offered a real-world test of MMT, why fiscal policy may be too blunt a tool to control inflation and what the theory could mean for UK politics, bond markets and capital allocation.

Sign up to the subscriber event here: 
https://www.bloombergevents.com/ZZ3kna?utm_source=Podcast&utm_campaign=Podcast&utm_medium=Podcast&RefId=sub

Merryn Somerset Webb speaks with Panmure Liberum Chief Economist Simon French to unpack Modern Monetary Theory&mdash;the idea that governments issuing their own currency can spend freely, constrained only by inflation. They explore whether the pandemic offered a real-world test of MMT, why fiscal policy may be too blunt a tool to control inflation and what the theory could mean for UK politics, bond markets and capital allocation. Sign up to the subscriber event here:&nbsp; <a href="https://www.bloombergevents.com/ZZ3kna?utm_source=Podcast&amp;utm_campaign=Podcast&amp;utm_medium=Podcast&amp;RefId=sub" data-destination="rte:bind">https://www.bloombergevents.com/ZZ3kna?utm_source=Podcast&amp;utm_campaign=Podcast&amp;utm_medium=Podcast&amp;RefId=sub</a>

Modern Monetary Theory: Free Money or Fiscal Fantasy?

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/eae0a6d7-e565-4865-ac17-b3f00139e9ed/transcript

On this week's markets wrap, hosts Merryn Somerset Webb and John Stepek discuss a sharp market rotation driven by growing fears that AI will disrupt – rather than simply enhance – major sectors including legal services, wealth management, and digital platforms. As “old economy” stocks rise and Asian and European markets outperform, Merryn and John debate whether investors should shift away from the US and reassess opportunities in the UK, emerging markets, and smaller caps amid political uncertainty. 

On this week's markets wrap, hosts Merryn Somerset Webb and John Stepek discuss a sharp market rotation driven by growing fears that AI will disrupt &ndash; rather than simply enhance &ndash; major sectors including legal services, wealth management, and digital platforms. As &ldquo;old economy&rdquo; stocks rise and Asian and European markets outperform, Merryn and John debate whether investors should shift away from the US and reassess opportunities in the UK, emerging markets, and smaller caps amid political uncertainty.&nbsp;

Markets Weekly: AI Sparks Market Rotation, UK Political Risk, and the Pensions Property Debate

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/89859f02-f5a1-4a95-8907-b3ef014bbbbb/transcript

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

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