In this week’s markets wrap, John Stepek, senior reporter and author of the Money Distilled newsletter, and Bloomberg Opinion's Marcus Ashworth discuss how geopolitical uncertainty is leaving investors with few clear safe havens, as gold, bonds, and currencies all behave unpredictably while cash gains appeal.

In this week&rsquo;s markets wrap, John Stepek, senior reporter and author of the Money Distilled newsletter, and Bloomberg Opinion's Marcus Ashworth discuss how geopolitical uncertainty is leaving investors with few clear safe havens, as gold, bonds, and currencies all behave unpredictably while cash gains appeal.

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

Markets Wrap: Gold, Bonds and Bitcoin Struggle as War Uncertainty Clouds Investor Outlook

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/f259c38e-31bd-498a-8a8e-b4190127bde5/transcript

Merryn Somerset Webb sits down with Janusz Marecki, CEO & Founder of Fractal Brain and AI Partner at Ahren Innovation Capital, for an insider perspective on AI hype vs. reality—and what may come next. The focus is on large language models (LLMs)—and whether they are hitting fundamental limits. Marecki discusses the data ceiling (we’ve used most high-quality internet data), diminishing returns from scaling compute and persistent issues like hallucinations and probabilistic errors.

Merryn Somerset Webb sits down with Janusz Marecki, CEO &amp; Founder of Fractal Brain and AI Partner at Ahren Innovation Capital, for an insider perspective on AI hype vs. reality&mdash;and what may come next. The focus is on large language models (LLMs)&mdash;and whether they are hitting fundamental limits. Marecki discusses the data ceiling (we&rsquo;ve used most high-quality internet data), diminishing returns from scaling compute and persistent issues like hallucinations and probabilistic errors.

Why You Should Wait Out AI’s Super-Spending False Start

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/32b2e16d-18ce-4534-a5b6-b42900f9adde/transcript

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On this week’s markets wrap, Merryn Somerset Webb speaks with Helen Thomas of Blonde Money about how Middle East tensions are creating lasting energy disruptions despite ceasefire uncertainty. They warn this could drive persistent inflation and leave the UK particularly exposed.

On this week&rsquo;s markets wrap, Merryn Somerset Webb speaks with Helen Thomas of Blonde Money about how Middle East tensions are creating lasting energy disruptions despite ceasefire uncertainty. They warn this could drive persistent inflation and leave the UK particularly exposed.

Markets Wrap: Ceasefire Uncertainty, Energy Supply Shocks, and Chancellor Miliband? 

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/e8c6091a-4f19-466f-80a3-b42800d459dd/transcript

As the US-Israel war with Iran upends global energy flows, Professor Helen Thompson joins Merryn Talks Money to explain what the shock means for oil, gas, supply chains and the wider world economy. They discuss why this may mark the end of any return to “normal” in energy markets, how Asia and Europe could be hit differently, and why Britain’s energy strategy now looks dangerously exposed.

As the US-Israel war with Iran upends global energy flows, Professor Helen Thompson joins Merryn Talks Money to explain what the shock means for oil, gas, supply chains and the wider world economy. They discuss why this may mark the end of any return to &ldquo;normal&rdquo; in energy markets, how Asia and Europe could be hit differently, and why Britain&rsquo;s energy strategy now looks dangerously exposed.

Cambridge Professor Helen Thompson on the Iran War, Energy Markets and Britain’s Risks

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/878d4457-89ca-4c9a-8c7f-b42001014954/transcript

Markets Wrap: Gold, Bonds and Bitcoin Struggle as War Uncertainty Clouds Investor Outlook

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