Tellworth’s John Warren tells Merryn Talks Money investors aren’t interested in a manager’s record versus an index—they just want to make money.

And it has happened again. Another new high for the FTSE 100. Merryn would love to talk about something else, but John Stepek can't. 

Tellworth’s John Warren tells Merryn Talks Money investors aren’t interested in a manager’s record versus an index—they just want to make money. And it has happened again. Another new high for the FTSE 100. Merryn would love to talk about something else, but John Stepek can't.

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

The Argument Against Relative Performance

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/c9f629d9-39a9-4631-b512-b17201436331/transcript

Activist investors are on a mission to persuade large British businesses to move from London’s stock market to those of New York. Liad Meidar, founder and managing partner of Gatemore Capital Management, joins this week’s episode of Merryn Talks Money to discuss what’s driving this westward push and the steps London can take to head it off. 

The main incentive for companies to drop London for the Big Apple is the valuation gap. FTSE 100 companies trade at little more than half of the valuation of those on the S&P 500 on a forward price-to-earnings basis. The reason? Meidar says it’s the cost of capital, the UK takeover code and how board members are incentivized. Address those issues, and you’re on your way to solving the problem. 

Activist investors are on a mission to persuade large British businesses to move from London’s stock market to those of New York. Liad Meidar, founder and managing partner of Gatemore Capital Management, joins this week’s episode of Merryn Talks Money to discuss what’s driving this westward push and the steps London can take to head it off.  The main incentive for companies to drop London for the Big Apple is the valuation gap. FTSE 100 companies trade at little more than half of the valuation of those on the S&amp;P 500 on a forward price-to-earnings basis. The reason? Meidar says it’s the cost of capital, the UK takeover code and how board members are incentivized. Address those issues, and you’re on your way to solving the problem.

Why UK Bosses Need More Skin in The Game

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/5a0171b0-0e68-45b2-ac2e-b19c015b389b/transcript

On this week’s episode of Merryn Talks Money, Peter Kinsella, global head of FX strategy at Union Bancaire Privee Ubp SA, joins host Merryn Somerset Webb to explain the bullish case he and his team are making for the UK. Earlier this year, UBP opened an initial allocation towards Britain, a first for the Swiss private bank. 

On this week’s episode of Merryn Talks Money, Peter Kinsella, global head of FX strategy at Union Bancaire Privee Ubp SA, joins host Merryn Somerset Webb to explain the bullish case he and his team are making for the UK. Earlier this year, UBP opened an initial allocation towards Britain, a first for the Swiss private bank.

This Swiss Private Bank Is Bullish on Britain, Japan and Copper

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/4742ec06-595e-4d4f-8ea4-b1950145e227/transcript

Regular listeners of the Merryn Talks Money podcast know that Merryn Somerset Webb usually ends her interviews with one question. If you had to invest all of your money into one of these assets, and hold it for the next 10 years, which would it be: Bitcoin or gold? In this week’s episode, she makes that question the foundation for a conversation with Charlie Morris, chief investment officer and founder of ByteTree, and Alexander Chartres, a fund manager at Ruffer. 

The episode was taped in front of audience at the Bloomberg offices in London. 

Want to see Merryn live? Check out her shows in Edinburgh at Fringe Festival this August! 

Regular listeners of the Merryn Talks Money podcast know that Merryn Somerset Webb usually ends her interviews with one question. If you had to invest all of your money into one of these assets, and hold it for the next 10 years, which would it be: Bitcoin or gold? In this week’s episode, she makes that question the foundation for a conversation with Charlie Morris, chief investment officer and founder of ByteTree, and Alexander Chartres, a fund manager at Ruffer.  The episode was taped in front of audience at the Bloomberg offices in London.  Want to see Merryn live? Check out her shows in Edinburgh at Fringe Festival this August!

Why Now Is the Moment for Bitcoin and Gold

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/ac7fc39c-d4ff-4329-904c-b18e015c7520/transcript

The Argument Against Relative Performance

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