Trump’s policies have slowed the economy, making a downturn more likely. But Peter Berezin, chief global investment strategist at BCA Research, says the nation’s yawning deficit is a bigger threat. He joins this week to talk recession odds and strategies for investing. 

Trump&rsquo;s policies have slowed the economy, making a downturn more likely. But Peter Berezin, chief global investment strategist at BCA Research, says the nation&rsquo;s yawning deficit is a bigger threat. He joins this week to talk recession odds and strategies for investing.&nbsp;

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

Recession Threat Is Back—and Maybe Something Worse

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/afa6f875-4396-4b70-b2cd-b2fa013f5199/transcript

Merryn Somerset Webb speaks with Blue Whale Growth Fund Chief Investment Officer Stephen Yiu about what could derail the artificial intelligence boom — and where investors might look if it does. They discuss whether today’s enthusiasm is masking an earnings bubble, how investors can diversify beyond AI and which emerging technologies and geopolitical risks could reshape the market next.

Merryn Somerset Webb speaks with Blue Whale Growth Fund Chief Investment Officer Stephen Yiu about what could derail the artificial intelligence boom &mdash; and where investors might look if it does. They discuss whether today&rsquo;s enthusiasm is masking an earnings bubble, how investors can diversify beyond AI and which emerging technologies and geopolitical risks could reshape the market next.

The Stocks That Could Survive an AI Bust

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/995f1e42-fe42-4a9a-b60c-b4d2013a2712/transcript

Merryn and John discuss worrying signals from the stock market, the physical constraints facing the AI boom, China’s growing appetite for gold and an unexpected consequence of the data-center buildout.

Merryn and John discuss worrying signals from the stock market, the physical constraints facing the AI boom, China&rsquo;s growing appetite for gold and an unexpected consequence of the data-center&nbsp;buildout.

Is the Stock Market Sending a Warning?

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/ece484df-cb4b-41a3-bf1d-b4cf00e61df9/transcript

As the UK's buy-to-let marks its 30th anniversary, we still find ourselves asking: is it worth it? This week, Merryn Somerset Webb and Aneisha Beveridge, head of research at Hamptons, discuss how it went from accessible investment strategy to heavily taxed and regulated. They explore multiple factors that changed the market and what it now takes to make buy-to-let worthwhile.

As the UK's buy-to-let marks its 30th anniversary, we still find ourselves asking: is it worth it? This week, Merryn Somerset Webb and Aneisha Beveridge, head of research at Hamptons, discuss how it went from accessible investment strategy to heavily taxed and regulated. They explore multiple factors that changed the market and what it now takes to make buy-to-let worthwhile.

Is Buy-to-Let Still a Good Investment?

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/30d24874-f3fd-44db-9399-b4cd016d099b/transcript

Recession Threat Is Back—and Maybe Something Worse

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