Merryn Talks Money

Af
- Bloomberg

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Afsnit: 389
Gns. varighed: 37M
Sprog: Engelsk
Format
Kategori: Økonomi & Business

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.

Episodes

Live From Fringe: What Adam Smith Can Teach Us About Debt and PowerIn this episode of Merryn Talks Money, host Merryn Somerset Webb is joined live at the Edinburgh Festival Fringe by Bloomberg Opinion columnist Adrian Wooldridge, former British ambassador Nick Hopton and Orbis Investment Management Chairman Alec Cutler to ask what Adam Smith can teach us about today's rapidly changing economic order. The panel considers rising government debt, the growing relationship between states and powerful companies, and whether the AI investment boom could follow the same pattern as previous market bubbles. They also discuss what it all means for investors, from the impact on gold and government bonds to the implications for energy stocks and, specifically for the UK, the future of the North Sea. See omnystudio.com/listener for privacy information.
390|52M
Live From Fringe: What Adam Smith Would Say of Bond Market TurmoilHost Merryn Somerset Webb is joined by Interactive Investor CEO Richard Wilson, Anna MacDonald, investment strategy director at Hargreaves Lansdown, and Russell Napier, financial historian and Keeper of the the Library of Mistakes for the second installment of panel discussions at Panmure House during the 2026 Edinburgh Festival Fringe. The panel discussed the state of global bond markets, how policymakers seem incapable of thinking about second-order consequences and the fiscal constraints facing the UK government. Original Music Composed by Mint Sherbets See omnystudio.com/listener for privacy information.
389|57M
Live from Fringe: What Adam Smith Can Teach Investors About AI and InvestingIn 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 See omnystudio.com/listener for privacy information.
388|42M
Markets Wrap: Predictions Meet AI SkepticismHosts 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. See omnystudio.com/listener for privacy information.
387|11M
What Happens When Quantum Computing Actually Works?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. See omnystudio.com/listener for privacy information.
386|42M
Markets Wrap: Higher Yields, Higher GoldHosts Merryn Somerset Webb and John Stepek are both back from their holidays and this week unpack the surge in global bond yields and how governments might respond. They also look at a study which suggested that Small Language Models (SLM) could make today’s vast AI data-centre buildout unnecessary, posing a substantial risk to hyperscalers and investors. https://arxiv.org/abs/2511.07885 See omnystudio.com/listener for privacy information.
385|29M
What it Takes to Build a Stagflation-proof PortfolioJoining Merryn Somerset Webb for this week's episode is Duncan Lamont, Head of Strategic Research at Schroders. Lamont explains how investors can protect their portfolios against stagflation, and how to avoid being too exposed to the AI trade. He also explains why all-time highs might not actually be a sell signal for investors - and how AI-driven job losses might affect US stocks. https://www.schroders.com/en-us/us/institutional/insights/adapting-asset-allocation-to-the-risk-of-stagflation/ See omnystudio.com/listener for privacy information.
384|35M
What's Eating Away at Inheritance Money Re-RunAt a Bloomberg.com subscriber event earlier this year, Merryn Somerset Webb and John Stepek spoke with Paula Steele, director at John Lamb Hill Oldridge, about how to pass on an inheritance efficiently — minimise tax, manage the succession process, and avoid unintended effects on beneficiaries’ motivation. This is a re-run of that conversation which first aired March 17th, 2026. See omnystudio.com/listener for privacy information.
383|49M
The Capital Cycle Is TurningWhat is "capital-cycle" investing and why does it matter for your portfolio? Luke Bridgeman, Senior Partner and Portfolio Manager at Hosking Partners joins Merryn Somerset Webb for a discussion on why supply, not demand, is the key to finding the best investment opportunities. The pair also discuss investing in Japan, energy markets, and why the shipping industry might be easier to break into than you think. See omnystudio.com/listener for privacy information.
382|33M
Markets Wrap: Gold Rallies, AI Briefly Blows Up and the UK Market Still Needs SavingIt's been a tumultuous few weeks for markets, and yet nothing much has changed. Join Merryn Somerset Webb and John Stepek as they discuss why an AI hedge fund implosion and US intervention in the Japanese yen appear to have merely strengthened market optimism. Meanwhile, the FTSE 250 has hit a new record high, even as the underlying need for practical policy help to save the UK market from extinction becomes ever more urgent. See omnystudio.com/listener for privacy information.
381|20M

Merryn Talks Money

Episodes

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