We're trying something new: weekly episodes dedicated to Merryn and senior reporter and Money Distilled newsletter author John Stepek discussing the biggest stories in markets and economics at the moment. 

This episode looks at: 
1. Why gold is having a moment 
2. Why the UK is doing well, despite what the government says
3. And the two key fears behind the market's scary start to September

We're trying something new: weekly episodes dedicated to Merryn and senior reporter and Money Distilled newsletter author John Stepek discussing the biggest stories in markets and economics at the moment.  This episode looks at:  1. Why gold is having a moment  2. Why the UK is doing well, despite what the government says 3. And the two key fears behind the market's scary start to September

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

Roundup: Why Gold Is Having a Moment, UK Eco Health and A Tricky Day for Markets

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/2ad63539-feba-40b6-9178-b1e10152c532/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

With talk of an early UK election swirling, Reform Deputy Leader Richard Tice joins Merryn Somerset Webb to make the case that his party is ready to govern. Tice argues that Reform UK, which is leading in the polls, is gearing up policy “working groups” and road-testing power in local councils. He claims day-one moves like serving notice to leave the European Commission on Human Rights, scrapping the Human Rights Act and abandoning a net-zero approach to global warming would help cut energy bills—while he hints at a broader reset for UK markets, pensions, regulation and crypto.

With talk of an early UK election swirling, Reform Deputy Leader Richard Tice joins Merryn Somerset Webb to make the case that his party is ready to govern. Tice argues that Reform UK, which is leading in the polls, is gearing up policy &ldquo;working groups&rdquo; and road-testing power in local councils. He claims day-one moves like serving notice to leave the European Commission on Human Rights, scrapping the Human Rights Act and abandoning a net-zero approach to global warming would help cut energy bills&mdash;while he hints at a broader reset for UK markets, pensions, regulation and crypto.

What Reform Plans to Do If It Takes Over the UK with Richard Tice

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/5c6855d6-eaa1-49d7-ab9b-b3ed0164b0d5/transcript

Roundup: Why Gold Is Having a Moment, UK Eco Health and A Tricky Day for Markets

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