Julian Brigden of Macro Intelligence 2 Partners explains why you should get used to higher-for-longer when it comes to the Federal Reserve and interest rates. He tells us why the better the story, the bigger the bubble, why you should be nervous about Japan's big rally, and why Bitcoin is a brilliant trade, but a lousy store of wealth. 

Plus, John Stepek joins to talk gold and the price of a pint in central London. 

Julian Brigden of Macro Intelligence 2 Partners explains why you should get used to higher-for-longer when it comes to the Federal Reserve and interest rates. He tells us why the better the story, the bigger the bubble, why you should be nervous about Japan's big rally, and why Bitcoin is a brilliant trade, but a lousy store of wealth.  Plus, John Stepek joins to talk gold and the price of a pint in central London.

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

Why Politics Mean You Won't See a Recession in 2024 with Julian Brigden

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/5e04aa03-d8b5-49ec-a216-b13400b6212a/transcript

In this episode of Merryn Talks Money, host Merryn Somerset Webb is joined by Bloomberg senior reporter John Stepek, Schroders Head of Strategic Research Duncan Lamont and Nelsons Chairman and Creative Scotland Chair Robert Wilson for a special roundtable recorded at Panmure House during the Edinburgh Festival Fringe. Marking 250 years since the publication of The Wealth of Nations, they ask what Adam Smith can teach the world about artificial intelligence, government intervention and investing.

The panel discusses whether policymakers interfere too much in markets, why holding too much cash can be a risk in itself and whether investors should worry about buying stocks at record highs. They also explore what the rise of AI could mean for jobs, trust and the relationships that hold societies together.

Original Music Composed by Mint Sherbets

In this episode of Merryn Talks Money, host Merryn Somerset Webb is joined by Bloomberg senior reporter John Stepek, Schroders Head of Strategic Research Duncan Lamont and Nelsons Chairman and Creative Scotland Chair Robert Wilson for a special roundtable recorded at Panmure House during the Edinburgh Festival Fringe. Marking 250 years since the publication of The Wealth of Nations, they ask what Adam Smith can teach the world about artificial intelligence, government intervention and investing. The panel discusses whether policymakers interfere too much in markets, why holding too much cash can be a risk in itself and whether investors should worry about buying stocks at record highs. They also explore what the rise of AI could mean for jobs, trust and the relationships that hold societies together. Original Music Composed by Mint Sherbets

Live from Fringe: What Adam Smith Can Teach Investors About AI and Investing

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/67973e0d-3bdd-4aaf-91e7-b4b900a4e0cb/transcript

Hosts Merryn Somerset Webb and John Stepek discuss the latest Nvidia news in which the company predicted its sales could rise by around 70% in the next fiscal year, beating analysts' expectations. Despite the positive outlook, Nvidia's share-price bump was relatively muted, suggesting investors are becoming more skeptical about artificial intelligence valuations and the financing of the technology boom.

Hosts Merryn Somerset Webb and John Stepek discuss the latest Nvidia news in which the company predicted its sales could rise by around 70% in the next fiscal year, beating analysts' expectations. Despite the positive outlook, Nvidia's share-price bump was relatively muted, suggesting investors are becoming more skeptical about artificial intelligence valuations and the financing of the technology boom.

Markets Wrap:  Predictions Meet AI Skepticism

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/23c4ea19-f2ba-40e1-85ac-b4b30174839f/transcript

Merryn Somerset Webb talks to Daniel Doll-Steinberg, Co-Founder & Partner at EdenBase, an investment firm that invests in quantum computing, about why the next great technological leap may arrive sooner than investors expect. They explore how quantum could transform drug discovery, finance and encryption. They also look at how investors can get meaningful exposure to the quantum boom, what “Q-Day” really means for Bitcoin, and why understanding philosophy goes hand-in-hand with understanding quantum. 

Merryn Somerset Webb talks to Daniel Doll-Steinberg, Co-Founder &amp; Partner at EdenBase, an investment firm that invests in quantum computing, about why the next great technological leap may arrive sooner than investors expect. They explore how quantum could transform drug discovery, finance and encryption. They also look at how investors can get meaningful exposure to the quantum boom, what &ldquo;Q-Day&rdquo; really means for Bitcoin, and why understanding philosophy goes hand-in-hand with understanding quantum.&nbsp;

What Happens When Quantum Computing Actually Works?

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/cc2a6e70-e468-4bae-90f0-b4ae008d34be/transcript

Why Politics Mean You Won't See a Recession in 2024 with Julian Brigden

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