130 episodes

MoneyWeek's editor-in-chief Merryn Somerset Webb and executive editor John Stepek discuss what's going on in the markets, and how it affects you and your wealth.

The MoneyWeek Podcast Dennis Publishing

    • Investing
    • 4.0, 3 Ratings

MoneyWeek's editor-in-chief Merryn Somerset Webb and executive editor John Stepek discuss what's going on in the markets, and how it affects you and your wealth.

    Gold bugs' dreams are coming true – but we could still see a V-shaped recovery

    Gold bugs' dreams are coming true – but we could still see a V-shaped recovery

    John and Merryn talk about how it's perfectly reasonable to expect a V-shaped recovery and to continue holding gold as well. Plus, inflation, staycations and will we ever return to the office?

    • 25 min
    Inflation, MMT and the folly of a centrally planned economy

    Inflation, MMT and the folly of a centrally planned economy

    Merryn and John talk about the chancellor's stamp duty holiday and wealth taxes in general; the trouble with modern monetary theory and economies planned by politicians, and how to get ready for a burst of inflation. Plus, the return to the office and the importance of casual conversations.

    • 32 min
    Laura Foll: small companies, income, and the power of equity markets

    Laura Foll: small companies, income, and the power of equity markets

    Merryn talks to fund manager Laura Foll about value, income yields and the UK market's underperformance, plus the benefits of smaller companies and the power of having an equity market listing.

    • 28 min
    Nick Greenwood: the benefits of investment trusts, and some of my favourites

    Nick Greenwood: the benefits of investment trusts, and some of my favourites

    Merryn talks to Nick Greenwood of Premier Miton Investors, who runs a couple of funds that invest in investment trusts. Nick talks about the advantages of ITs over open-ended funds; the big discounts some trusts are currently trading on (and whether than can continue); and discusses a few of his favourite holdings.

    • 31 min
    Merryn and John on markets, pent-up demand, and a V-shaped recovery

    Merryn and John on markets, pent-up demand, and a V-shaped recovery

    This week, Merryn and John talk about how most markets (bar two) are overpriced; how, with people desperate to return to normality, a V-shaped recovery is still possible - and why it might come with a hefty dose of inflation.

    • 20 min
    Hugh Hendry: fire Jerome Powell and let the Fed go properly nuts

    Hugh Hendry: fire Jerome Powell and let the Fed go properly nuts

    Merryn talks to analyst and ex hedge fund manager Hugh Hendry, who explains why 2020 is very like 2002; why gold is the adult equivalent of Disneyland, and why people really need to believe the US Federal Reserve has truly lost its mind.

    • 29 min

Customer Reviews

4.0 out of 5
3 Ratings

3 Ratings

Artdodger76 ,

Please fix audio

Great content. The volume is too low so it’s hard to hear clearly what is being discussed.

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