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On this week’s market wrap, host and author of the Money Distilled newsletter, John Stepek is joined by Bloomberg Opinion columnist Marcus Ashworth to dissect the latest market moves. The pair discuss the pullback in gold and other precious metals, falling bond yields amid expectations of rate cuts from the Federal Reserve and Bank of England, and consider how the election of Japan’s new Prime Minister, Sanae Takaichi, could shape the country’s markets and investor sentiment.

On this week&rsquo;s market wrap, host and author of the Money Distilled newsletter, John Stepek is joined by Bloomberg Opinion columnist Marcus Ashworth to dissect the latest market moves. The pair discuss the pullback in gold and other precious metals, falling bond yields amid expectations of rate cuts from the Federal Reserve and Bank of England, and consider how the election of Japan&rsquo;s new Prime Minister, Sanae Takaichi, could shape the country&rsquo;s markets and investor sentiment.

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

When Gold Loses Its Shine

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/43838631-6a42-490c-9331-b37e00efdb16/transcript

On this week's markets roundup, hosts Merryn Somerset Webb and John Stepek unpack silver's climb to a record high, oil’s weakness and why it raises the prospect of an energy rebound, and the latest memo on AI from Oaktree Capital Management co-founder Howard Marks. 

On this week's markets roundup, hosts Merryn Somerset Webb and John Stepek unpack silver's climb to a record high, oil&rsquo;s weakness and why it raises the prospect of an energy rebound, and the latest memo on AI from Oaktree Capital Management co-founder Howard Marks.&nbsp;

Silver Breaks Out. Oil Breaks Down. Markets Hold Their Breath.

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/e0486988-cbce-46de-af5b-b3b00159d43a/transcript

Host John Stepek speaks with leading economist Gerard Lyons about the UK’s latest budget and why he believes it lacks both vision and credibility. Lyons discusses the risks facing the UK economy—ranging from rising public debt to sticky inflation—while also outlining where interest rates, markets, and global growth may be heading in 2026. He closes with reasons for cautious optimism, including resilient corporate balance sheets and opportunities arising from global diversification and AI.

This interview was taped at the Edelman Smithfield Investor Summit at the London Stock Exchange on Dec. 4, 2025.

Host John Stepek speaks with leading economist Gerard Lyons about the UK&rsquo;s latest budget and why he believes it lacks both vision and credibility. Lyons discusses the risks facing the UK economy&mdash;ranging from rising public debt to sticky inflation&mdash;while also outlining where interest rates, markets, and global growth may be heading in 2026. He closes with reasons for cautious optimism, including resilient corporate balance sheets and opportunities arising from global diversification and AI.
This interview was taped at the Edelman Smithfield Investor Summit at the London Stock Exchange on Dec. 4, 2025.

Debt Traps, Interest Rates  and Global Shifts: A Candid UK Outlook with Gerard Lyons

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/da52eca3-cd99-4ea9-b989-b3ae017d9bcf/transcript

Host John Stepek speaks with Helen Jewell, International CIO of Fundamental Equities at BlackRock, about an unexpectedly strong year for global equity markets — one in which most regions outside the US outperformed. Jewell explains why widespread diversification, renewed strength in European banks, and accelerating demand for energy infrastructure—driven largely by AI—are shaping her outlook for 2026. She also highlights key risks, including investor complacency, and argues that selective opportunities in European quality growth and UK small caps remain compelling despite recent volatility. 

This interview was taped at the Edelman Smithfield Investor Summit at the London Stock Exchange on Dec. 4, 2025.

Host John Stepek speaks with Helen Jewell, International CIO of Fundamental Equities at BlackRock, about an unexpectedly strong year for global equity markets &mdash; one in which most regions outside the US outperformed. Jewell explains why widespread diversification, renewed strength in European banks, and accelerating demand for energy infrastructure&mdash;driven largely by AI&mdash;are shaping her outlook for 2026. She also highlights key risks, including investor complacency, and argues that selective opportunities in European quality growth and UK small caps remain compelling despite recent volatility. This interview was taped at the Edelman Smithfield Investor Summit at the London Stock Exchange on Dec. 4, 2025.

Why Europe’s Banks and Energy Stocks May Lead the Next Rally with Blackrock's Helen Jewell

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/dfe0e79b-bdb5-4ce7-ba86-b3ac00e9e60a/transcript

When Gold Loses Its Shine

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