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

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.

The Argument Against Relative Performance

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

On this week’s episode of Merryn Talks Money, London Business School professor and author Alex Edmans joins to discuss his new book, May Contain Lies. Edmans explains why he believes that stories, statistics and studies exploit pre-existing biases.

Plus, John Stepek joins to discuss yet another boring Bank of England rate decision. 

Emails to merrynmoney@bloomberg.net

On this week’s episode of Merryn Talks Money, London Business School professor and author Alex Edmans joins to discuss his new book, May Contain Lies. Edmans explains why he believes that stories, statistics and studies exploit pre-existing biases.
Plus, John Stepek joins to discuss yet another boring Bank of England rate decision.  Emails to merrynmoney@bloomberg.net

Why Everyone Believes What They Want to Believe with Alex Edmans

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/d91d5ea6-bad5-4a4b-b08d-b16b01834ab4/transcript

Downing Fund Managers’ Simon Evan-Cook joins this week to talk about the case for active versus passive investing.

Cook says Jack Bogle, founder of The Vanguard Group and arguably the father of passive investing, did “more for individual wealth than anyone in history.” He deserved a knighthood for creating a low risk, reliable and comprehensive way of investing, Cook says. Nevertheless, the fund manager explains why he’s an investor in active funds, and discusses how to find the rare manager who might make you real money over the long term. 

Downing Fund Managers’ Simon Evan-Cook joins this week to talk about the case for active versus passive investing.
Cook says Jack Bogle, founder of The Vanguard Group and arguably the father of passive investing, did “more for individual wealth than anyone in history.” He deserved a knighthood for creating a low risk, reliable and comprehensive way of investing, Cook says. Nevertheless, the fund manager explains why he’s an investor in active funds, and discusses how to find the rare manager who might make you real money over the long term.

Making the Case for Active Investing

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/77e5cd12-ba1c-4a29-aad4-b164014f60ad/transcript

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

In 1 playlist(s)

Merryn Talks Money

Social links

Follow podcast

Recent clips