Renowned UK value investor Ben Whitmore joins host Merryn Somerset Webb to discuss why he left Jupiter Asset Management, the mission behind Brickwood Asset Management (his new venture) and the focus behind its first fund.

Whitmore is zeroing in on buying shares of undervalued UK companies. He tells us which companies, and speaks more generally about the trends he's seeing in the markets. 

Renowned UK value investor Ben Whitmore joins host Merryn Somerset Webb to discuss why he left Jupiter Asset Management, the mission behind Brickwood Asset Management (his new venture) and the focus behind its first fund. Whitmore is zeroing in on buying shares of undervalued UK companies. He tells us which companies, and speaks more generally about the trends he's seeing in the markets.&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

Where One Top Value Investor Thinks You Should Put Your Money Now

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/2531a495-cd13-4315-9b23-b2c901518bf3/transcript

Hosts Merryn Somerset Webb and John Stepek react to the Spring Statement, plus Bloomberg's exclusive interview with Chancellor Rachel Reeves. 

She sat down with Head of Economics and Government Stephanie Flanders on Tuesday, and discussed Britain's pending trade deal with the US, why it won't affect its view on the conflict with Iran, and the UK's economic future. 

Read more: https://www.bloomberg.com/news/articles/2026-03-03/reeves-says-uk-won-t-make-iran-decisions-based-on-us-trade-ties?srnd=homepage-uk

Sign up to the subscriber event here: 
https://www.bloombergevents.com/ZZ3kna?utm_source=Podcast&utm_campaign=Podcast&utm_medium=Podcast&RefId=sub

Hosts Merryn Somerset Webb and John Stepek react to the Spring Statement, plus Bloomberg's exclusive interview with Chancellor Rachel Reeves.&nbsp; She sat down with Head of Economics and Government Stephanie Flanders on Tuesday, and discussed&nbsp;Britain's pending trade deal with the US, why it won't affect its view on the conflict with Iran, and the UK's economic future.&nbsp; Read more: <a href="https://www.bloomberg.com/news/articles/2026-03-03/reeves-says-uk-won-t-make-iran-decisions-based-on-us-trade-ties?srnd=homepage-uk">https://www.bloomberg.com/news/articles/2026-03-03/reeves-says-uk-won-t-make-iran-decisions-based-on-us-trade-ties?srnd=homepage-uk</a>
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>

Exclusive: Rachel Reeves on Iran Shock, US Trade and Inflation Risks

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/731fa906-2947-45b9-a860-b4020159c133/transcript

Merryn Somerset Webb speaks with Simon Judes, chief investment officer of Winton, about how to properly understand quantitative investing. Judes attempts to demystify some of the strategies quantitative funds use to allocate capital across different portfolios. They also discuss the role artificial intelligence will play in quant fund research and capital deployment.

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 Simon Judes, chief investment officer of Winton, about how to properly understand quantitative investing. Judes attempts to demystify some of the strategies quantitative funds use to allocate capital across different portfolios. They also discuss the role artificial intelligence will play in quant fund research and capital deployment.
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>

What Can Quant Trading Strategies Teach Us About Markets?

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/6a11234c-01aa-4d68-8d3f-b4000176749d/transcript

From YOLO to HALO. In this week's markets wrap, hosts Merryn Somerset Webb and John Stepek discuss why markets are ditching high multiple AI and software stocks, for "HALO" companies - heavy assets, low obsolescence - and why higher interest rates and even higher infrastructure costs may be behind the moves.

To see the article Merryn references in the episode, please follow the link below.
Special thanks to Joachim Klement who has allowed us to share this piece from his Klement on Investing Substack. 

https://klementoninvesting.substack.com/p/why-do-people-invest-in-expensive

From YOLO to HALO. In this week's markets wrap, hosts Merryn Somerset Webb and John Stepek discuss why markets are ditching high multiple AI and software stocks, for "HALO" companies - heavy assets, low obsolescence - and why higher interest rates and even higher infrastructure costs may be behind the moves. To see the article Merryn references in the episode, please follow the link below. Special thanks to Joachim Klement who has allowed us to share this piece from his Klement on Investing Substack.&nbsp; <a href="https://klementoninvesting.substack.com/p/why-do-people-invest-in-expensive">https://klementoninvesting.substack.com/p/why-do-people-invest-in-expensive</a>

Markets Wrap: From YOLO to HALO 

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/a44ced08-7576-428a-a470-b3fd01015550/transcript

Where One Top Value Investor Thinks You Should Put Your Money Now

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