In the final episode of The Portfolio Reset, Merryn Somerset Webb and John Stepek answer listeners’ questions. They address when to rebalance, whether ready-made funds are really diversified, how to avoid investment regret, and whether the lessons of Warren Buffett, Ben Graham and Peter Lynch still hold up today.

In the final episode of The Portfolio Reset, Merryn Somerset Webb and John Stepek answer listeners&rsquo; questions. They address when to rebalance, whether ready-made funds are really diversified, how to avoid investment regret, and whether the lessons of Warren Buffett, Ben Graham and Peter Lynch still hold up today.

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

Episode 4: Your Questions On Rebalancing, Investment Gurus, And Ready-Made Portfolios Answered

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/6dacf0fa-5ae4-44ac-a839-b4f7017e0c63/transcript

Merryn Somerset Webb sits down with Chris Clothier, co-chief investment officer at CG Asset Management, to discuss the fragile economics of the AI boom and what could bring the spending spree to an end. They also explore the case for inflation-linked bonds, the growing fiscal risks facing governments, where investors can find safe havens in stretched markets and why, despite his concerns about inflation, Clothier’s firm doesn’t own any gold.

Merryn Somerset Webb sits down with Chris Clothier, co-chief investment officer at CG Asset Management, to discuss the fragile economics of the AI boom and what could bring the spending spree to an end. They also explore the case for inflation-linked bonds, the growing fiscal risks facing governments, where investors can find safe havens in stretched markets and why, despite his concerns about inflation, Clothier&rsquo;s firm doesn&rsquo;t own any gold.

Where Do You Hide From an AI Bubble?

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/1f0814aa-70b0-4d3c-862a-b4f500db3fb3/transcript

Merryn Somerset Webb and John Stepek are joined by Hargreaves Lansdown’s Anna Macdonald to unpack the UK Budget, from fiscal drag and tax complexity to what it means for investors and small businesses. Plus, they ask whether the market's drastic reaction to a mild disappointment from Alphabet is a sign that AI exuberance is nearing an end.

Clarifying note: In this episode Merryn said if the 40% tax threshold had gone up with inflation, it would closer to 100k than 50k. She meant if the threshold had gone in the same ratio as minimum wage. 

Merryn Somerset Webb and John Stepek are joined by Hargreaves Lansdown&rsquo;s Anna Macdonald to unpack the UK Budget, from fiscal drag and tax complexity to what it means for investors and small businesses. Plus, they ask whether the market's drastic reaction to a mild disappointment from Alphabet is a sign that AI exuberance is nearing an end. Clarifying note: In this episode Merryn said if the 40% tax threshold had gone up with inflation, it would closer to 100k than 50k. She meant if the threshold had gone in the same ratio as minimum wage.&nbsp;

 Has the UK Redefined What It Means to Be a High Earner?

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/a3c0133c-8f3a-4d5a-b3ac-b4f2012ddbf6/transcript

No investor can know exactly what markets will do next. So instead of trying to predict the next winner, the goal is to build a portfolio that can hold up across a range of scenarios — one that reflects your appetite for risk, your financial goals and how long you have to invest.

In the third and final episode of the series, Merryn Somerset Webb, John Stepek and Bloomberg experts break down the building blocks of a diversified portfolio and explore how different assets perform as economic conditions change. They explain how to combine those assets and where diversification can fall short. Because investing isn't about knowing what comes next. It's about building a portfolio resilient enough for an uncertain future.  


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No investor can know exactly what markets will do next. So instead of trying to predict the next winner, the goal is to build a portfolio that can hold up across a range of scenarios &mdash; one that reflects your appetite for risk, your financial goals and how long you have to invest.
In the third and final episode of the series, Merryn Somerset Webb, John Stepek and&nbsp;Bloomberg experts break down the building blocks of a diversified portfolio and explore how different assets perform as economic conditions change. They explain how to combine those assets and where diversification can fall short. Because investing isn't about knowing what comes next. It's about building a portfolio resilient enough for an uncertain future. &nbsp;
 Like this podcast? Get The Portfolio Reset newsletter to make your money work harder in changing markets.
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The Portfolio Reset: Episode 3

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/ec0cf0b7-3e92-4402-809b-b4f00119bc18/transcript

Episode 4: Your Questions On Rebalancing, Investment Gurus, And Ready-Made Portfolios Answered

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