97 episodes
Merryn Talks Money Bloomberg
-
- Business
-
-
4.8 • 229 Ratings
-
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.
-
How to Trade in a Radically Reshaped Economy
On this week’s Merryn Talks Money, Lawrence McDonald, founder of The Bear Traps Report, joins to discuss his book How to Listen When Markets Speak: Risks, Myths and Investment Opportunities in a Radically Reshaped Economy. In the book, McDonald discusses the predictive model he developed in the aftermath of Lehman Brothers’ collapse, outlining actionable trading ideas for a radically reshaped economy.
See omnystudio.com/listener for privacy information. -
The Secret to a Contrarian Investor's Success
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.
See omnystudio.com/listener for privacy information. -
Why Holding For the Long Term Is For Amateurs
Cape Wrath Capital’s Adam Rackley explains why on this week’s Merryn Talks Money. He also discusses why he thinks the time for UK small caps is here, what he currently holds and what might make it into the portfolio soon.
See omnystudio.com/listener for privacy information. -
Beware of the ‘Concentrated’ AI Chipmaker Bubble
MacroStrategy’s James Ferguson tells Merryn Talks Money there are better places to put your money. Plus, senior reporter and Money Distilled author John Stepek on what a Labour government means for markets.
See omnystudio.com/listener for privacy information. -
Why UK Bosses Need More Skin in The Game
Activist investors are on a mission to persuade large British businesses to move from London’s stock market to those of New York. Liad Meidar, founder and managing partner of Gatemore Capital Management, joins this week’s episode of Merryn Talks Money to discuss what’s driving this westward push and the steps London can take to head it off. The main incentive for companies to drop London for the Big Apple is the valuation gap. FTSE 100 companies trade at little more than half of the valuation of those on the S&P 500 on a forward price-to-earnings basis. The reason? Meidar says it’s the cost of capital, the UK takeover code and how board members are incentivized. Address those issues, and you’re on your way to solving the problem.
See omnystudio.com/listener for privacy information. -
This Swiss Private Bank Is Bullish on Britain, Japan and Copper
On this week’s episode of Merryn Talks Money, Peter Kinsella, global head of FX strategy at Union Bancaire Privee Ubp SA, joins host Merryn Somerset Webb to explain the bullish case he and his team are making for the UK. Earlier this year, UBP opened an initial allocation towards Britain, a first for the Swiss private bank.
See omnystudio.com/listener for privacy information.
Customer Reviews
What about Tech USA
Love the show Merryn but why do you so rarely cover tech stocks or comment on the performance of the Nasdaq. This weeks episode the guy was waxing lyrical about UK (again) and when you compare performance of pretty well any time period 10days / 1 month / 3 months / 6 months the Ftse100 and 250 are soundly beaten. I get that it’s only the future that counts but it doesn’t seem totally balanced if I am honest which is a shame. Still, I do take a lot from the show and some wise points of view …. and my tech fix comes from Bloomberg Tech. Just thinking anyone that acted on the hunches for years that UK market was about to bloom would be significantly poorer comparatively the an if they had stuck there money in world, s and p or Nasdaq
All the best and thanks again for a great show
Loved it!
Merryn breaks down complex financial concepts into easy to understand language, making it accessible for everyone. A must listen for anyone looking for improve their financial literacy!
A joy to listen
I’ve been listening to my first episode today and it feels like I’ve found something fantastic. It’s great to listen to stimulating intelligent conversation that not only informs me but also challenges me.