Alec Cutler of Orbis Investments joins to explain what’s behind his fund’s decade of strong returns. Plus, senior reporter John Stepek joins to discuss what a Trump Presidency might mean for your money.

Alec Cutler of Orbis Investments joins to explain what’s behind his fund’s decade of strong returns. Plus, senior reporter John Stepek joins to discuss what a Trump Presidency might mean for your money.

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 Secret to a Contrarian Investor's Success

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/3a3af9f6-844d-43cf-ab60-b1b10156c889/transcript

Markets are ripping higher on blockbuster earnings and AI euphoria—but on this week's markets wrap, hosts Merryn Somerset Webb and John Stepek aren’t buying the calm. From contrarian magazine covers to a looming of IPO supply, they ask whether this melt-up is masking the seeds of the next downturn.

Markets are ripping higher on blockbuster earnings and AI euphoria&mdash;but on this week's markets wrap, hosts Merryn Somerset Webb and John Stepek aren&rsquo;t buying the calm. From contrarian magazine covers to a looming of IPO supply, they ask whether this melt-up is masking the seeds of the next downturn.

Melt-Up or Mirage? Markets Ignore Everything but Earnings

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/14d9c449-ac2f-45a2-80f4-b443015d41ba/transcript

What if owning a single share could get you discounted wine, cheaper holidays—or even a stronger voice in corporate decisions? Merryn Somerset Webb and John Stepek explore the forgotten world of shareholder perks, arguing they’re not just fun freebies but a powerful way to reconnect investors with the companies they own.

What if owning a single share could get you discounted wine, cheaper holidays&mdash;or even a stronger voice in corporate decisions? Merryn Somerset Webb and John Stepek explore the forgotten world of shareholder perks, arguing they&rsquo;re not just fun freebies but a powerful way to reconnect investors with the companies they own.

Free Booze to Real Power: Why Shareholder Perks Matter

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/64bc8afd-3420-4ab9-b91e-b44200871bfc/transcript

Merryn Somerset Webb speaks with Temple Bar’s Ian Lance about the trust’s standout performance since 2020, driven by disciplined value investing—buying unloved, low-priced companies with recovery potential and holding them as sentiment improves. Lance argues that success comes from focusing on long-term earnings rather than short-term pessimism, even if it means owning controversial stocks.

Merryn Somerset Webb speaks with Temple Bar&rsquo;s Ian Lance about the trust&rsquo;s standout performance since 2020, driven by disciplined value investing&mdash;buying unloved, low-priced companies with recovery potential and holding them as sentiment improves. Lance argues that success comes from&nbsp;focusing on long-term earnings rather than short-term pessimism, even if it means owning controversial stocks.

Cheap, Unloved, Profitable: The Case for Value Investing Today?

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/d9b03af3-49bc-4b51-9a33-b43d00d0791e/transcript

The Secret to a Contrarian Investor's Success

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